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Ask Gordon

Gordon L. Nelson, CPA, CFP® is a planned giving specialist. Want to get your questions answered? Write him or call him at 435.213.9986. March 2024 Dear Gordon, When I think about planned giving, I picture billionaires like Elon Musk and Bill Gates. Given my modest means, I'm concerned that a "small"

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Ask Gordon

Gordon L. Nelson, CPA, CFP® is a planned giving specialist. Want to get your questions answered? Write him or call him at 435.213.9986. January 2024 Dear Gordon, I recently learned about the concept of charitable gifts that can provide a return of income to the donor. I'm curious to understand more

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