Succession Planning for Farms & Businesses
August 6 @ 11:00 am - 12:00 pm CDTFree
At Gift Planning Services, we have decades of experience in estate planning and building comprehensive fundraising strategies for nonprofits. We’ve worked with many families whose assets have largely been housed within a farm or business entity…and that presents some challenges! This free overview would be great for families who own businesses or farms and want to pass on those assets in tax-efficient ways, either now or through their estate, and even benefit their favorite causes along the way.
Jennifer Nohelty – Founder, CEO, & Senior Gift Planning Counselor
Jennifer is a graduate of the Metropolitan State College of Denver’s Personal Financial Program where she received her Certificate in Personal Financial Planning. She is in her third decade of advising nonprofits and donors in maximizing their legacy potential. Her designations and certifications include: CFRE, CDE, CGPP, RFC, CSFP
Christy Boysen – Director of Operations & Gift Planning Counselor
With a background in higher education, marketing, and event management; Christy has had the opportunity to provide leadership in a number of roles in her nonprofit career. Since joining GPS, she has helped dozens of clients establish multi-million dollar charitable estate gifts to the organizations they love. Her professional degrees include: M.A. in Higher Education, B.A. in Psychology, B.A. in Communication.