Gift planning is a subset of the Will and estate planning process. Therefore, the comments about those projects apply here including gift planning being a multi-disciplinary professional exercise involving law, accounting, financial planning and insurance planning. As with Will and estate planning, caution should exercised regarding the disclosure of information in order to preserve solicitor-client privilege.

The primary focus of these materials is on charitable gift planning but many of the comments also apply to gift planning generally such as gifts to non-profit organizations with the exception of the availabilty of charitable tax credits.