Planned Giving Answers Online (PAL): Your Personal Resource Library PAL is our planned giving electronic reference library with easy-to-use, point-and-click design. The library provides concise, straightforward explanations of gift plans, supplemented by charts, graphs, and examples. It also contains new tax developments.
Use PAL to educate and train members of your professional development team or as a quick and easy personal reference tool before important one-on-one calls or group presentations. Or use PAL to involve board members, key volunteers, and, most important, allied professionals who increasingly are the initiators of planned gifts.
The program is easy to navigate and strikes the right balance between technical concepts and the need-to-know fundamentals. Key topics include bequests, gift annuities, charitable remainder trusts, retirement plan assets, appreciated securities, gift planning, estate planning, and charitable tax rules.