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Senior Gift Planning Counselor

Ron is a Senior Gift Planning Counselor at Gift Planning Services, LLC and the LCMS-North Wisconsin District. He links Christians with giving opportunities to support ministries. Gift Planning Services, LLC has developed and grown a system that encourages Gift Planners and donor's professional advisors, including: insurance professionals, CPA's/accountants, investment advisors and attorneys, to work together for the good of the client. Ron spends a share of his time working with referrals from these professionals in estate planning.

Focus
Zero Estate Tax Planning and gifting to ministry are Ron's main focus. When someone asks Ron to "briefly" explain what he does, he says, "I show people how to leave more for their family, how to remember Ministry and how to avoid paying any unnecessary taxes." Ron truly believes that "next to introducing a person to Jesus Christ, the most important thing we can do is to introduce someone to the Joy of Giving!"

Certifications  
CFRE - Certified Fund Raising Executive CDE - Certified Development Executive

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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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