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Phoenix, AZ 85395 | Phone: 402-680-9395 |

Personal consulting to enable planned gifts to best accomplish charitable goals.  
I started working with not-for-profit groups and donors in the late-1970s, as a stockbroker/financial planner living in San Francisco, CA, with planning how best to use Life Insurance and/or Securities as planned gifts. When I moved to Omaha, NE in the early 1990's I worked with a gentleman from BoysTown to create the Omaha Planned Giving Council. Our members were attorneys, CPAs and financial advisors who wanted to learn more about Planned Gifts as a part of their client's estate plan.  In the early 2000's I was part of the Professional Advisory Council of the Nebraska Methodist Hospital Foundation. I also became their Director of Development for Planned Gifts in the early 2000's. Since my retirement from various business consulting endeavors at the end of 2012, I have been pondering how best to stay active with a passion of helping raise money for various worthwhile not-for-profit organizations. I have decided to use my experience in the world of charitable planned gifts to work with donors as they strive to decide/arrange planned gifts to accomplish their various missions and estate planning/legacy goals.
Donor specific planned gifts will be devleoped and monitored on an on-going basis.  A per hour consulting fee will be employed.  Please call or email with any questions. 
Ron Nelson, MBA

Past licenses

Life Insurance and Annuities

Property and Casualty

Real Estate

Securities - Series 7


Bachelor Degree in Business Administration, University of Nebraska at Lincoln

Master Degree in Business Administration, University of Nebraska at Lincoln

Certificate of Finance, New York Institute of Finance

Charter Life Underwriter, American College

Fellow, Life Management Institute - LIMRA

Certificate in Fundraising Management, University of Nebraska at Omaha

Published Planned Giving Articiles

Advancing Philanthropy from Association of Fundraising Professionals; Sept/Oct issue of 2006 'Considering Promissory Notes?'

Currents - Council for Advancement and Support of Education; Jan issue of 2007 'The Hidden Asset' 

Time Value of Money
Abstract still life w/ two clocks

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We are proud members of the following organizations:  Topline Business Solutions; National Association for Charitable Gift Planning - previously known as Partnership for Philanthropic Planning - previously known as National Committee on Planned Giving; and the Planned Giving Design Center