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 As Christian Gift Planners, we offer a unique blend of services to guide you through the sometimes difficult process of transferring your assets while sharing your faith and values with your heirs. Gift Planning Services, LLC, is faith-based – meaning we work from a foundation of Christian faith.
Our Mission At Gift Planning Services, LLC, we believe God has blessed us more than we have ever imagined. We are all stewards of the gifts the Lord has given us and each of us has the ability to make a difference...in our lifetimes, and after. Our mission at Gift Planning Services, LLC, is to show people "How to maximize what the Lord has given them to manage." More often than not, when a gift plan is implemented we have helped ordinary people do extraordinary things...not only in taking care of their heirs, but also leaving a legacy to charity - more than they ever thought possible.
Our Role At Gift Planning Services, LLC, we do not sell any products, advise you on your investments or draft your legal documents. We take a "snapshot" of where you are right now, look at different options you may have and then help you to implement your gift plan. We offer an objective third party overview and work with your professional advisors as part of your team. Our services are typically paid for by a ministry or charity. In your plan we show you how to leave more for your family, more for ministry and how to avoid paying any unnecessary taxes. It is a win-win situation. Our job is to educate you about all of your possibilities and then motivate you to complete your plan!
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