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||CEP – Certified Estate Planner|
|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 holds a Master’s Degree and is working at the University of Northwestern, Spencer just finished his 1st year of college at UW-Stout and Christopher is a graduating senior at Memorial High.