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Gift Planning Council

portrait picture of a man Stan Leavitt, Gift Planning Council Chair

The Gift Planning Council (GPC) is a national volunteer council of financial and estate-planning professionals. Gift Planning Services formed the GPC in order to:

The GPC meets biennially at the GPC Conference. Now over 1,100 professionals strong, the GPC provides a network of support to professionals and provides a continual exchange of information and techniques to assist you, their client, in accomplishing your charitable desires. Download the GPC flyer to learn more.

Join Gift Planning Council

 

This video explains the opportunities and services provided by the council to help these professionals serve their clients.

Upcoming Events

We look forward to seeing many of you at our next GPC Conference in November 2025.

Past Events

Visit our GPC Conference 2023 page for a recap of the presentations made by our speakers. 

Visit our GPC Conference archive page for a recap of previous conferences.

On-Demand Webinars

As a service to our Gift Planning Council friends, we are offering some presentations on timely topics, given by our talented colleagues. We hope they add value to you and your clients.

At our recent Gift Planning Council Conference, we held a panel with our four most recent GPC Chairs, Stan Leavitt, Carol Warnick, Paul Comstock & Todd Hallock. We enjoyed it so much; we gathered them together again to share with us their thoughts about “Collaboration” and how important it has been to their success. They discussed collaboration with family and with clients, along with the camaraderie they have gained from the GPC and the conference. We hope you’ll enjoy this as much as we enjoyed spending time with them again and we’re so grateful for their willingness to share.

We are honored to hear from Marty Shenkman as he shares information about spousal lifetime access trusts (SLATs). He has also provided the following documents he felt would be beneficial: State Income Taxation of Trusts, Swap Powers, Tax Reimbursement Clause, Step Transaction Doctrine.

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Resources for Professionals

Gift Planning Services of Philanthropies seeks to provide information and support to donors interested in making deferred gifts to the Church or any of its related charities or institutions through the following methods:

Join Gift Planning Council

To join the Philanthropies Gift Planning Council, fill out the form below, or contact Gift Planning Services at 877-650-5377, or email us.

Find Out More

Contact Us

For a detailed discussion of the services we provide you and your advisors, please contact us at 1-877-650-5377 or by email.