Planned Giving Home

Welcome to Gift Planning Services

At Gift Planning Services, we take a Christian approach to the sometimes difficult and confusing process of estate planning. Our main objective is to make sure you meet your personal needs and charitable goals. When planned giving is approached in this fashion, there are quite often much larger gifts for both your family and ministry.

Using our financial savvy and resources, we offer a variety of plans to meet everyone's goals. We work one-on-one to find ways for you to "Maxamize what the Lord has given you to manage." Under our Donor Stories section, you can see how these different plans can be implemented and the success they have already achieved for other people. A thoughtfully implemented gift plan can help you give more both today and in the future.

Thought of the Week:

Liberty's Bell: Freedom's sweet sound. The love of freedom is universal and timeless. Just as it is inscribed on the famous bell in Philadephia, so too did God write it on the hearts of his people centuries before: "...proclaim liberty throughout the land to all its inhabitants," Leviticus 25:10 (NIV). While bells may crack and ages pass, liberty and freedom are always worth celebrating.

Benefits For Family With the Help of Gift Planning Services

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of their church. They wanted to create a legacy to provide future support to continue its mission. More on A Bequest to Further Good Work >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.

Jennifer Nohelty
Gift Planning Counselor

Ron Smith
Senior Gift Planning Counselor

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact ashley@giftplanningservices.com.

If you are a professional advisor, you may take the following steps on this site.