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Gift Planning Council
David Grant, Gift Planning Council ChairThe Gift Planning Council (GPC) is a national volunteer council of financial and estate-planning professionals. Gift Planning Services formed the GPC in order to:
- Foster relationships between estate-planning professionals and Philanthropies to facilitate donor inclined giving through planned gifts, and
- Create a vehicle to exchange information regarding trends in the professional estate planning world and inform professionals and donors of giving opportunities at The Church of Jesus Christ of Latter-day Saints and its affiliated charities.
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.
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, November 13-14, 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.
Newsletters
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:
- Printed Materials. Gift Planning Services also has printed materials available for any professionals who would like to provide this information to their clients. Please contact Gift Planning Services at 877-650-5377 or email for these materials.
- Biennial Conferences. These conferences explore current issues and trends in estate planning, provide possible continuing education credits, networking opportunities, and current information about what is happening at the Church.
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.
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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.