A gift planner is a person who assists donors in making plans to leave gifts of love to family, ministries, charities, and other institutions. These gifts are often “given” (realized) after our deaths.

A gift plan is a picture or illustration showing where all the things that constitute our estate will go after our death. A gift plan may include writing and updating documents, such as a Will, Trust, and beneficiary designations.

Can’t my lawyer or financial advisor help me with my gifts to ministry or charity? Yes, your lawyer and/or financial advisor can help you plan for your charitable gifts, however, when you meet with a gift planner, the gift planner begins with your faith story. A gift planner helps your faith story to continue long after your lifetime.

No, the services of the gift planner are free of cost to you.

In simple terms, an estate is all the money and property owned by an individual. Homes, bank accounts, insurance policies, land, collections, stocks, annuities, retirement accounts, investments, etc., all these assets constitute a person’s estate.

An estate plan is a collection of legal documents with instructions stating whom you want to receive something from your estate, what you want them to receive, and when they are to receive it. These documents also include instructions appointing a person to handle your financial affairs when you are not able, who will make medical decisions for you when you cannot make such decisions for yourself and what kind of life sustaining treatment or palliative care you prefer if you are in a terminal or irreversible condition.

Click here for an Estate Plan explanation and FAQs.