Help Clients Maximize Charitable Giving

Date: Wednesday, May 4, 2022
Time: 11:45am - 1:00pm
Location: Philanthropies, the Church of Jesus Christ of Latter-day Saints- 1450 N. University Ave., Provo, UT. First Floor, Room 110
Speaker: Jennifer J. Hicks, CFRE, CAP, Glenrose Philanthropy Advisors

 

A bold framework for helping clients maximize their charitable giving

Andrew Carnegie said, “It is more difficult to give money away intelligently than to earn it in the first place.” Jennifer will teach how you can help your clients navigate the complex decisions and dilemmas involved in giving away money wisely.

Jennifer J. Hicks, CAP® CFRE, Principal, Glenrose Philanthropy Advisors

Jennifer is a Chartered Advisor in Philanthropy (CAP®) and Certified Fund-Raising Executive (CFRE). She guides individuals, families, and organizations on how to elevate their giving.

She works alongside attorneys, CPAs and financial advisors and other professionals to help clients discern and create their charitable vision, become gifted givers and experience greater meaning with their wealth.

Her processes are “above the line” on the “why”, while the other professionals work “below the line” focusing on the “how” with an eye on taxes, tools and techniques.

She is president of the Inland Northwest Planned Giving Council and holds a BA in Music from Eastern Washington University. She has worked with high-net worth individuals and families for over 12 years. Jennifer is from Spokane but has also lived in Hawaii, Italy, Greece and Maryland. She has two sons, plays three musical instruments, speaks Italian, and practices yoga. She enjoys traveling, hosting parties, going to concerts and visiting museums. Before founding Glenrose Philanthropy Advisors, she was the director of development for the Spokane Symphony Society.

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