Gift Planning Services  
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As Christian gift planners, we offer an objective third-party perspective to guide you through the difficult process of transferring the “gifts” you’ve been given to manage. Helping you transfer them to your heirs and ministry in a way that they will be a blessing, not a curse or a stumbling block. Most of these gifts are set up to be transferred after your death, giving you the ability to preserve and protect your assets for your use and enjoyment while you are living.

Our Difference
Gift Planning Services is faith-based. That means we work from a foundation of Christian faith. At Gift Planning Services, we believe that everything we have is a gift from God. We are His "asset managers". We are here to show you how to be good stewards not only during your lifetime, but also when you transfer these assets. We each have the ability to make a difference…in our lifetimes, and after.

Our Mission
Our mission at Gift Planning Services is to use our skills and our expertise in charitable gifting tools to help ordinary people do extraordinary things. Most hard working people have far more assets than they realize. When we sit down with you to set up your “gift plan” we will help you identify your assets, talk about your goals, and show you how to transfer your resources in a way that supports and expands your belief system. Even with a modest estate, it is possible to create an incredible legacy for both your heirs and ministry!

We Can Help
Gift Planning Services can help you in the following areas:
• Establish charitable trusts to provide for loved ones and leave an incredible gift to ministry
• Set up scholarships and memorials that will be distributed on an annual basis
• Pass gifts to your church and charities that you never thought were possible

Choose Your Legacy

Planned giving allows you to protect your assets from unnecessary taxation. We believe that YOU, not Uncle Sam, should be able to choose your legacy, and decide how your life's work will impact the future of others.

We are typically contracted by churches and ministries (charitable organizations) who offer our services to their members and donors as a FREE service. We are not commission based. We do not answer to Wall Street as large investment firms do. Our job is to show you different opportunities to be good stewards with what the Lord has given you to manage.  We look forward to working with you.

Meet Our Staff
Jenny Nohelty
Our goal is to help you identify and reach YOUR goals.

     
        Meet the rest of our staff


866-835-8748
310 Pinnacle Way
Suite 201
Eau Claire, WI 54701
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