Gift Planning Development, LLC

  Helping you chart a strategic direction in gift planning.”


What We Can Do For You:

Professional Advisors

Training and Seminars
Charitable gift planning is a complex specialty area requiring advanced training. Gift Planning Development can provide a wide array of training sessions and seminars for you and your staff.  From single-session seminars covering the most common gift planning issues to unique training regimens designed for your group and delivered over a period of months, we can serve as your gift planning training resource. Sample seminar topics include:

Advanced Uses for Charitable Remainder Trusts

Effective Uses of the Charitable Lead Trust in Estate Planning

Ethical Issues and Charitable Giving

Family Foundation, Donor Advised Fund or Supporting Organization? How to Choose

Family Wealth Planning and Succession Planning Techniques

Ins and Outs of Charitable Gift Annuities
Introduction to Charitable Gift Planning Techniques
Using Charitable Gifts to Help Clients Meet Financial Planning Goals

Coaching services from Gift Planning Development allow you to meet the needs of your client in the charitable giving arena without introducing a gift planning professional to consult directly with the client. Cases where this might be important include clients who wish to remain very confidential, are not in good health, or live remotely. We work directly with you to learn about your client’s needs and then suggest and supply proposal materials for potential solutions you might offer.

Charitable Gift Planning Consulting for Individual Clients
Do you have individual clients who would benefit from a discussion with an independent charitable gift planner, one who does not work for the charities the clients wish to support? If so, Gift Planning Development can provide in-person, telephone or written consultation for your clients. Our services include Family Wealth Planning, a comprehensive review of a client’s goals and objectives for him or herself and the family both now and for future generations, and Charitable Gift Planning Consulting, a discussion of a particular gift planning opportunity the client is considering.

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