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 A resource for professional advisors, 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.
Would you like access to PALs? Please print and complete this form, and return it to the Foundation by fax (333-1153). | |
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Free Presentations
Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Or do you belong to a club or membership organization that would like a presentation? Our staff often speaks to groups about:
- charitable giving options
- community needs and issues
- our grant making priorities and impact
- planned giving and
- charitable giving benefits.
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Free Trust and Gift Annuity Illustrations
We are glad to 'run the numbers' for you if a client is interested in a charitable trust or a charitable gift annuity. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual.
We can provide not only the tax deductions that are available to your clients but illustrations, a brief description of the gift plan and annual cash flow projections.
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