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Gift Planning Council

sunflower field with information about upcoming gift planning council conference in Novemeber

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

Visit our GPC Conference 2023 page to see a list of  speakers as they are announced.

Past Events

Visit our GPC Conference 2021 page for a recap of the presentations made by our speakers.

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.

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.

In this on-demand video, John Barger and Wes Mashburn have a Q&A session about Deseret Trust Company and the various services they offer. You can see a list of the topics discussed and transcript here.

In this on-demand video, Paul Comstock talks about Leveraging Charitable Giving and Estate Planning with a CLT.

Newsletters

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We'd like to continue the discussion on values-based estate planning with you. Join us on LinkedIn!

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.