Planned Giving Answers Online (PALs)
PALs offers in-depth information about gift-planning tools often used in conjuction 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.

If you are a professional advisor and would like a username and password in order to access PALs, please contact Susan Rozzi at 317-718-1200 or susan@hendrickscountycf.org

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