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Gift Planning Counselor

For the past ten plus years, Jennifer has been working as a Gift Planning Counselor for Gift Planning Services, LLC. Jennifer started this business to answer the need of a hired development department for ministries that couldn't afford to fund their own full-time position. Jennifer is a graduate of the Metropolitan State College of Denver's Personal Financial Program where she received her Certificate in Personal Financial Planning.

Certifications  
CFRE - Certified Fund Raising Executive CDE - Certified Development Executive
CGPA - Certified Gift Planning Associate CGPP - Certified Gift Planning Professional
RFC - Registered Financial Consultant CSFP - Chartered Senior Financial Planner

Helping People Maximize What the LORD has Given Them to Manage!
Using the business model Jennifer created, she is usually hired by a ministry to help build its Endowment or Trust Fund. This occurs through an education program discussing the ministry and the difference each donor can make if they implement their own Charitable Gift Plan. Once a donor (or potential donor) asks for assistance in creating their plan, Jennifer works with them on a one-on-one basis, calling in their other professional advisors as needed. The main objective with each meeting is not just to leave a gift for the ministry, but to make sure that the donors goals are met, their family is taken care of and they remember ministry - if that is what each donor wants. When planned giving is approached in this fashion, there are quite often much larger gifts for both ministry and family.

When it comes to blessings, Jennifer is very proud of her greatest gift – her family. Peter, Jennifer’s husband, is working at Cray Inc. – a Super Computer Company. Pete and Jenny have three wonderful children. Nicole is a sophomore at Mankato State, Spencer is in 10th grade at Memorial High School and Christopher is in 9th grade at Memorial High School

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Personal Gift Planning
Gift Planning Services, LLC welcomes you to view a color gift illustration.  You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale.

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