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. December 2024 Dear Gordon, The end of the year is approaching, and I’m wondering if there are any tax-saving giving strategies I should be looking into right now?
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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. November 2024 Dear Gordon, I have to take a required minimum distribution from my IRA this year. Is there a way I can meet this requirement without paying
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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. October 2024 Dear Gordon, I’ve been considering selling a rental property that I’ve owned for years, but I’m concerned about the capital gains taxes. A friend suggested I
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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. September 2024 Dear Gordon, I'm starting to think about estate planning, but it feels overwhelming. Can you share some tips to make this process easier? —Planning Ahead Tampa,
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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. August 2024 Dear Gordon, I've heard terms like "pay-on-death" or "transfer-on-death." What do those mean and how can they help me with my planned giving? Savvy Saver Sarasota,
Major Gifts Officer
POSITION TITLE: Major Gifts Officer FLSA STATUS: Exempt SUPERVISOR: Director of Philanthropy LOCATION: St. Petersburg, Florida Please send resume and cover letter to [email protected] by August 12th for consideration. ESSENTIAL FUNCTIONS: The nonprofit Fish & Wildlife Foundation of Florida is seeking a dedicated and experienced Major Gifts Officer to support
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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. July 2024 Dear Gordon, I've heard there are ways I can avoid capital gains on stocks by involving a non-profit organization. Is that true? Curious Investor Tallahassee,
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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. June 2024 Dear Gordon, I'm managing a donor advised fund and I'm wondering if the Fish & Wildlife Foundation of Florida is qualified to receive grants from
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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. May 2024 Dear Gordon, I've always thought planned giving is something only older people need to worry about. I mean, why should someone like me, not even near
