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Gift Planning Services (GPS) at Philanthropies has been providing assistance to alumni and your professional advisors (attorneys, accountants, and financial planners) in those situations where a charitable gift is an important part of your overall estate and financial plan since 1973. Philanthropies, a department of the Office of the Presiding Bishopric, represents all the charities of the church.
About this event
Gift Planning Services (GPS) is like a Global Positioning System that shares the same acronym, in that it can help donors navigate ways to give. GPS can help donors consider assets they can give other than cash that may be more tax-efficient and allow them to make a larger gift than they thought possible. GPS can help donors consider gift vehicles that provide them an income, save taxes, and/or involve their family in their giving. In sum, GPS deals with the what (assets) and the how (tools) of giving. GPS also assists professional advisors with navigating the what and how of giving with their clients.
Speakers
David Bonner
BYU
Senior Manager, Gift Planning Services
David Smith
BYU
Donor Liaison, Gift Planning
Jenny Wilson
BYU
Gift Planning Specialist
When
Wednesday, September 13, 2023 7:00 PM – 8:00 PM UTC