Florida State University Foundation Gift Planning Council

The Gift Planning Council is a group of professionals who volunteer their time and experience to help the Office of Gift and Estate Planning at The Florida State University. Council members have expertise in the estate and financial planning arenas, and serve as advocates in their community to promote Florida State's accomplishments, programs and needs to various constituency groups. The Gift Planning Council hosts meetings, training events and estate planning seminars throughout the year in and outside of Tallahassee.

Bradford B. Gornto, Esq., LL.M
President & Founder
Gornto Law, PLLC & Effectual Giving, LLC
310 Wilmette Avenue, Suite 5
Ormond Beach, FL 32174
Office: 386-257-2554
Cell: 386-843-2398
Email: brad@gorntolaw.com

Ben Bowersox, CFP
Vice President & Wealth Advisor
Capital City Trust Company
Trust Building
304 East Tennessee St
Tallahassee, FL 32301
Office: 850-402-7507
Cell: 850-544-5458
Email: Bowersox.ben@ccbg.com

Michael W. Halloran, CFP, ChFC, CLU, RICP, AEP
Wealth Management Advisor
Estate, Financial and Investment Planning
6054 San Jose Blvd
Jacksonville, FL 32217
Office: 904-399-8308
Email: Mike.halloran@nm.com

Mark W. Friedman, CPA/PFS, AWMA
Private Wealth Management & Consulting, LLC
Investment Advisor & CPA
1616 Metropolitan Circle, Suite C
Tallahassee, FL 32308
Office: 850-692-2500
Cell: 850-519-4902
Email: mfriedman@pwmcllc.com

J. Alan Cox, Esq.
Estate Planning and Estate Administration
Law Office of J. Alan Cox
1660 Metropolitan Circle
Tallahassee, FL 32308
Office: 850-298-4444
Email: jalancox1@gmail.com

Trey Laffitte CFP, RICP
Financial Planner, Estate Planning, Attorney
Prudential Advisors
281 Pinewood Drive
Tallahassee, FL 32303
Office: 850-553-3389
Email: Trey.laffitte@prudential.com

Bruce Hagan CFP
Financial Planning, General Securities Investing
RAI Investments, Inc
3116 Capital Circle N.E. Suite 10
Tallahassee, Fl 32308
Cell: 850-386-1112
Email: bruce@brucehagan.com

Ric Gregoria, Esq.
Williams Parker Harrison Dietz & Getzen
200 South Orange Avenue
Sarasota, FL 34236
Office: 941-536-2031
Email: rgregoria@williamsparker.com

Robert D. Mendelson
1319 Thomaswood Dr. Suite B
Tallahassee, Fl 32308
Office: 850-224-2000
Email: robert@robertmendelsonlaw.com

Ernest B Garcia
Executive Director and Financial Advisor
The Ernie Garcia Group
2 North Tamiami Trail Suite 1100
Sarasota, FL 34236
Office: 941-364-7405
Email: erniegarcia@gmail.com

Stuart Goldberg, Esq.
Law Offices of Stuart E. Goldberg, P.L.
2039 Centre Pointe Boulevard, Suite 201
Tallahassee, FL 32308
Office: 850-222-4000
Email: sgoldberg@stuartgoldbergpl.com

Mark Webb, CFP
Vice President & Wealth Management Advisor
Merrill Lynch
215 South Monroe St. Suite 300
Tallahassee, FL 32301
Office: 850-599-8926
Email: Mark.webb@ml.com

EMERITUS Planned Giving Council

Yvonne T. Brown
IRS Agent (retired)
Tallahassee, FL
Phone: 305-409-8961
Email: Ybrown93@gmail.com

A charitable bequest is one or two sentences in your will or living trust that leave to Florida State University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Florida State University, a nonprofit corporation currently located at Tallahassee, Florida, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the FSU Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the FSU Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the FSU Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the FSU Foundation where you agree to make a gift to the FSU Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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