Planned Giving Answers Online

A Tool for Professional Advisors

Charitable Giving information is just a click away. The Wells County Foundation, Inc. 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?

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