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 "Maximize 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:

Help and comfort are never far away when we know where to look. The wisdom of the Psalms reminds us, "I lift up my eyes to the hills - where does my help come from?" Psalm 121:1 (NIV). He who made heaven and earth will help us always. We need only look to Him.

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.

Tim & Amy Jenson*
Tim and Amy Jenson both were brought to faith at an early age through baptism. God nurtured their faith over the years. Tim recalls how the pastor who confirmed him told his class, "You can never out give God!" How true those words turned out to be for them. More on Tim & Amy Jenson* >>.

Melvin & Phyllis*
Ron Smith worked with a retired couple, Melvin and Phyllis, to plan their estate. At the time, Melvin had some health issues and they felt he would die first, so they planned their estate accordingly. But as happens life did not go as planned, and Phyllis passed away before him. More on Melvin & Phyllis* >>.

Gift Annuity
Throughout his life, Gus Jansen* has been involved with different ministries at the various churches he has attended. Despite having moved all around the country and being a member at a number of churches, he always went back and visited the congregation where he attended as a child in rural Wisconsin. More on Gift Annuity >>.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

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 gps@giftplanningservices.com.

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