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	Tipton County Foundation
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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.)

All Fields Required

Please provide the following General User Information:

First Name

Last Name

Firm/Business

Address

City/State/Zip

E-mail

Work Phone

Please provide Specific User Account information:

User Name

Password (max. 8 characters) will not appear on the confirmation after you submit the form, but will come to TCF electronically.

Enter a "Challenge Question" in case you forget your password in the space provided below.

Enter the answer to your "Challenge Question" in the space provided below.

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Last modified: Friday, August 28, 2009

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©mmx Tipton County Foundation, Inc. • Federal ID 31-1175045
1020 W. Jefferson St., PO Box 412, Tipton, IN 46072 • Tel: 765-675-8480
The United Community Fund at the Tipton County Foundation
is a member of the Indiana Association of United Ways.

Everyone can be a Philanthropist through the Tipton County Foundation!Through philanthropic donor services, strategic grantmaking, and constructive leadership, the Tipton County Foundation, your hometown community foundation, unites the gifts of many to sustain the causes that matter to all— now, and for all generations to come.Founded and guided by Volunteers since 1986, contributions to TCF are tax-deductible under section 501(c)(3) and the public charity provisions of sections 509 and 170 of the Internal Revenue Code. (Federal ID 31-1175045)

Everyone can be a Philanthropist through the...