Tracking Progress : A Clear Gifting Plan Roadmap
Designed for families navigating implementation for the first time, this tool oƯers a clear and supportive way to stay oriented and informed throughout the gifting plan process. It outlines each stage in plain language, helps organize important contacts and roles, and provides simple milestones to track progress along the way. The focus is on clarity and coordination, making it easier to understand what’s happening, what comes next, and feel more confident as the plan moves forward.
Written by the
GGC Editorial Team | Reviewed &
Published: January 5, 2026
What you’ll learn
- How to understand each step of the gifting plan implementation process.
- How tracking contacts and milestones can reduce confusion and stress.
Valuable for
- Families who have decided to move forward with implementation.
- Individuals who want clarity on where they are and what comes next.
Author & Contributor Bio
Charles Prince | GGC Practitioner, Wealth Strategist & Licensed Life Insurance Professional. With 14+ years of experience and a specialty in multi-generational wealth planning, Charles helps family’s structure high-impact, purpose-driven gifting plans using the Generational Gifting Concept® framework. His work focuses on designing properly structured whole life insurance strategies that can create stability, opportunity, and legacy across multiple generations.
Compliance & Legal Disclaimer
The information provided in this planning tool is for educational purposes only and is not intended as specific or individualized financial, tax or legal advice. The Generational Gifting Concept® Platform and its representatives are not authorized to provide tax & legal advice and do not provide individualized recommendations. Individuals should consult with their own qualified tax advisor, attorney, or financial professional before making decisions. Generational Gifting Concept Practitioners® are licensed life insurance professionals that may be compensated when issuing life insurance policies. The Generational Gifting Concept® Practitioner designation is an internal educational program. It is not a state or federal professional credential or regulatory designation. Policy performance varies by carrier and product. All life insurance policies are subject to underwriting and approval. Dividends are not guaranteed. All policy guarantees are subject to the claims-paying ability of the issuing insurance company. This content is intended for individuals in states where GGC Practitioners are licensed. State licensing and regulatory requirements apply.
