Charitable giving Information is just a click away. Your local community foundation is pleased to provide you with Planned Giving Answers Online ("PALS"), a convenient, easy to use and free resource. 

As a professional advisor, you have a responsibility to know your client's objectives; assess the tools available to meet those objectives; and help create a plan to meet the objectives using the appropriate methods. 

You may be surprised at how many of your clients include in their investment objectives finding a way to give back to society, memorialize a loved one, or simply "do good." 

• How do you raise the issue of philanthropy with your clients? 
• How do you expand the menu of services available to your clients that have charitable interests? 
• How do you keep up with the changing vocabulary and rules related to charitable gifts? 

Planned Giving Answers Online is available (with a pre-assigned password) from the link above. To obtain your Username and Password, contact the Executive Director of the Community Foundation Partnership who will make the formal request for this information.