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On Demand Case Study

How to Create a Gifting Plan Budget

Duration: 02:03
What you’ll learn:
  • How to align a gifting plan budget with income, savings, and long-term priorities.
  • Why stress-testing a budget helps plans remain sustainable over time.
Valuable for:
  • Families early in the gifting planning process.
  • Families focused on sustainability rather than maximum contribution.
Written by the GGC Editorial Team | Reviewed & Published: December 29, 2025
How to Create a Gifting Plan Budget

This video is intended for educational purposes only. Insurance products, underwriting guidelines, and eligibility requirements vary by insurer and individual circumstances. All coverage decisions are made by the issuing insurance company.

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Let’s get started! Explore Generational Gifting with a Licensed GGC Practitioner

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