The Gift Planning Program is designed to take money away from your loved ones, and reduce your children’s or grandchildren’s inheritance.
The Gift Planning Program is NOT designed to take money away from your loved ones, or reduce your children’s or grandchildren’s inheritance.
The Gift Planning Program is designed to help members and their families achieve their own personal financial, estate, and gift planning goals. “Gift Planning” includes “gifts” to family members as well as gifts to ministry, mission or other community charities – but only if and as you choose.
Experienced financial and estate planners have found that well planned financial and estate planning actually increases the value of most people’s estates and thereby allows them to leave greater inheritances to their children and grandchildren, and at the same time allows them to leave financial gifts to their church and/or other favorite charities.
Gift Planning lets you be the decision maker and most often allows you to save significant taxes. The choice really becomes to either do the planning and decide where you want your money to go and who you want to take care of, OR don’t do any planning and let the federal government decide what to do with your money.
The program is completely confidential and the services are provided on a private, individual basis. If you have a lawyer or financial planner that you work with, our gift planner will also work with them. If you don’t yet have other professional advisors, our gift planner can assist you if you need recommendations.