Advisors: Planned Giving Tools

(PALS) Planned Giving Answers Online

A free resource for professional advisors, PALS offers in-depth information about gift-planning tools often used in conjunction with community foundations. Major areas discussed include charitable trusts, annuities, appreciated securities, and charitable tax rules. Each topical area describes what the concept is, how it works, what the tax consequences are, key advantages and disadvantages, and planning ideas and considerations.

Contact the Community Foundation to register for this free resource at 765.653.4978 or info@pcfoundation.org.

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IndianaGiving.org
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit.

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