Only for the Wealthy

The Gift Planning Program is designed for people with a lot of money.

Fact:

The Gift Planning Program is NOT designed only for people with a lot of money.

The Gift Planning Program and service is for all members. You don’t need a lot of money to participate in the program or take advantage of the services. You don’t need a lot of money to benefit from financial, gift, and estate planning.

In fact, experienced financial planners and estate planners have found that good planning is just as important for those who have limited resources as for those who have significant resources.

Independent financial planning, gift planning, estate planning, and legal services can be very costly. Gift Planning Services is offered as a free service to every member of the congregations and ministries that we are contracted with. These services can provide you with a wealth of information, advice and significant savings in reducing the amount of time you may spend with other paid service providers and professionals.