“I have met with GPS twice and was provided with four options to charitably provide for my church in the future without disinheriting my children. They are on board and in agreement with the option I have chosen. The process is very enlightening and I would urge...

“Although we were initially hesitant, as we already worked with another financial advisor, we proceeded to meet for two private sessions. Our meetings included a review of our current financial situation and identifying our priorities for future disbursement of our...

“It’s been good for our marriage to put our heads together and remember what we’ve been through. Legacy planning is a reflective process, and it’s about knowing you have something – which our gift planner found, we wouldn’t have found it....

“People would be very surprised to learn how much giving they can do, very easily, when they just put the right pieces into place. GPS makes it easy.”   – Bruce & Samantha,...

“Our Gift Planning Counselor did a great job! Easy to work with. They provided us with a great explanation of how charitable estate planning works.”   – Lee,...