PLANNED GIVING ANSWERS ONLINE
A Tool for Professional Advisors:

Charitable Giving information is just a click away. The Community Foundation of Wabash County, 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?

To access the Planned Giving Answers Online website, please click here. If you are a new user, please download this PDF and return it to:

Community Foundation of Wabash County, Inc.
218 E. Main Street
PO Box 98
North Manchester, Indiana 46962-0098
Fax: 260-982-8644

We will then send you a username and password to access Planned Giving Answers Online.

Community Foundation of Wabash County, Inc.
218 East Main Street, P.O. Box 98
North Manchester, Indiana 46962-0098
Phone (260) 982-4824, Fax (260) 982-8644

All Website Comments should be directed to The Webmaster.
Copyright © 2004 by the Community Foundation of Wabash County.