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Planning Tools
Gifting Workshop Planner : A Thoughtful Preparation Guide
A guide to help you clarify goals, values, and questions before a gifting conversation
These tools are provided for educational purposes only and do not replace advice from licensed professionals. Use of these tools does not constitute the purchase of insurance or establishment of coverage.
Tracking Progress : A Clear Gifting Plan Roadmap
A tracking tool to help families organize contacts, understand each step, and follow progress
These tools are provided for educational purposes only and do not replace advice from licensed professionals. Use of these tools does not constitute the purchase of insurance or establishment of coverage.
Legacy Planning Kit : Preserving Purpose Across Generations
A long-term planning guide to document purpose, context, and key details for future generations.
These tools are provided for educational purposes only and do not replace advice from licensed professionals. Use of these tools does not constitute the purchase of insurance or establishment of coverage.
Featured Articles
across life stages and planning priorities.
Wealth Creators: families building multi-generational financial awareness
Individuals and families exploring educational frameworks related to building, organizing, and understanding wealth with a long-term, generational perspective and an emphasis on stewardship and continuity.
Young Families: learning core concepts for long-term financial understanding
Families interested in introductory educational content covering financial fundamentals, generational planning ideas, and considerations that may help support informed thinking over time.
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Your Generational Gifting
Concept Journey Starts Here
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Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner
Ready to begin your Generational Gifting Concept journey?
Let’s Get Started
Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner