Confirmed in Compliance with National Standards for U.S. Community Foundations

Directory
President
Frank Giammarino
675-1940
Community Development
Grants:
Lori Tragesser
675-1941
Education
Scholarships:
Megan Zanto
675-1943
Bookkeeping:
Valerie Stapleton
675-1942
Auto Attendant
765-675-8480
Board of Directors

Conference Center

1020 W. Jefferson St.
Tipton
Info &
Directions

Once you have a password, clicking on this icon will link you to the information.

A Tool for Professional Advisors

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 password) on your local community foundation’s Web site.

PALS User Name Request Form

Planned Giving Answers Online (PALS) is intended for use by: Professional advisors (attorney, CPA, CFP, CLU, banker, etc.); it is provided for informational purposes, with the understanding that neither the publisher nor the community foundations involved are engaged in rendering legal, accounting, or other professional services. User names and passwords are issued on an individual basis and are not to be shared. Your access may be terminated if your user name and password are being used in an unauthorized or inappropriate manner.

In order to access Planned Giving Answers Online (PALS) you must have a user name and password. All user names and passwords will be assigned on an individual basis (i.e., please do not share). Confirmation that your user name and password are ready to use will be emailed to you as soon as the log-on and password are active.

Please complete all information below and Click below to send it to the Tipton County Foundation. (You can also provide the same information in a letter or email to TCF or any other community foundation in Indiana that you work with. Be sure to identify it as  a PALS User Request. For access, contact the community foundation in your area. Use this tool to locate a community foundation near you.)

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Last modified: Friday, November 18, 2011