Phone: 435-213-9986
Get to know your specialist
Gordon L. Nelson, CPA, CFP
Gordon has over 25 years of experience of working with donors and non-profit organizations. He is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) and has advised many individuals and families over the years on complex gift planning, estate planning, income tax, and financial planning issues. Member of the National Association of Charitable Gift Planners.
He has served on the boards for the American West Heritage Center, Utah Festival Opera Company, Cache Chamber of Commerce, Cache County American Red Cross, and as the president of the Estate Planning Council of Northern Utah.
He is an Eagle Scout and has served as a boy scout leader for over 20 years. His hobbies include a love for fly fishing, hunting, and spending time outdoors.
Why we are the solution
With us as your strategic parnter:
We make it very affordable to have a planned giving specialist on your team.
We have the experience and tools to not just answer a phone call when needed, but to implement a full planned giving program for your organization that will engage and educate potential donors and then solicit and help close planned gifts from them.
