Planit Kids

PLAN4IT (DBA PLANIT KIDS) WAS FOUNDED ON THE REALIZATION THAT LOW TO MODERATE INCOME PERSONS IN THE FOUNDERS' COMMUNITIES GENERALLY HAD NO EXPOSURE TO FINANCIAL PLANNING OPTIONS SUCH AS IRAS AND LITTLE TO NO MEANS TO ACCESS GUIDANCE ON PLANNING FOR COLLEGE, RETIREMENT, AND GENERAL FINANCIAL PEACE OF MIND. SO,THE ORGANIZATION WAS CREATED FOR THE PURPOSE OF PROVIDING YOUTH AND FAMILIES OF LOW TO MODERATE INCOME WITH ACCESS TO BASIC FINANCIAL PLANNING SERVICES AND WITH INFORMATION ABOUT AVAILABLE SAVINGS AND OTHER INVESTMENT VEHICLES.WITHIN THE CONFINES OF ITS EXEMPT PURPOSE, THE DIRECTORS AND OFFICERS OF THE ORGANIZATION SELECT THE PARTICULAR PROGRAMS THAT THE ORGANIZATION CONDUCTSAND/OR SUPPORTS. THE ORGANIZATION'S DIRECTORS AND OFFICERS ALSO OVERSEE AND CONDUCT ANY FUNDRAISING ACTIVITIES CONDUCTED BY THE ORGANIZATION.THE ORGANIZATION HAS BEGUN TO CONDUCT AND/OR ANTICIPATES THAT IT WILL CONDUCT THE FOLLOWING PROGRAMS OR ACTIVITIES: (1) ORGANIZE AND PRESENT SEMINARSAND EVENTS WITH A FINANCIAL PLANNING THEME TO BRING AWARENESS OF FINANCIAL PLANNING AND INVESTMENT OPTIONS TO YOUTH AND FAMILIES OF LOW TO MODERATEINCOME, (2) PROVIDE FREE ACCESS TO INDIVIDUAL COUNSELING AND LEARNING SESSIONS, AND (3) RAISE AND SOLICIT FUNDS FROM THE LOCAL COMMUNITY. EACH OF THESEPROGRAMS AND ACTIVITIES FURTHER THE ORGANIZATION'S EXEMPT PURPOSE IN THAT THEY BENEFIT THOSE MEMBERS OF THE COMMUNITY THAT WOULD NOT OTHERWISE HAVEACCESS TO SUCH INFORMATION AND SERVICES. THE ORGANIZATION WILL ALSO CONDUCT AND SUPPORT OTHER PROGRAMS, WHICH HAVE AS OF YET NOT BEEN DETERMINED.