At Gift Planning Services, LLC, when we meet with an individual, family or congregation for the first time, we often hear four very common misconceptions. To help our clients better understand our mission and unique blend of services, we’ve detailed these misconceptions and provided a link to accurate information below. While these are the four most common misconceptions we hear, please don’t hesitate to contact us to address any other questions or concerns.
Reduce Heir’s Inheritence
The Gift Planning Program is designed to take money away from your loved ones, and reduce your children’s or grandchildren’s inheritance.
Only For the Wealthy
The Gift Planning Program is designed for people with a lot of money.
Another Stewardship Campaign
The Gift Planning Program is designed as a “one-on-one” stewardship campaign for the Church.
I Already Have a Will
The Gift Planning Program is designed only for those who don’t have a Will or an Estate Plan; I don’t participate because I’m “all set” with my plans.