Planned Giving with a Shoe-String Staff and a Shoe-String Budget
Learn how to create a robust planned giving program with no money and minimal hours per month, presented by Bryan Clontz.
In just 100 minutes, you will learn how to create a robust planned giving program with no money and 2-3 hours per month. This highly interactive session explains planned giving in simple terms, describes what really motivates donors to give and literally provides a step-by-step action plan for when you get back to the office. Over the last 20 years, more than 3,000 attendees have enjoyed and benefited from this talk and nearly every one says: "I never thought it could be this easy and for absolutely no money!"
Wednesday, November 18
5:30 - 7:30 pm
The Graduate Club
155 Elm St., New Haven
Registration fee is $20 per person.
Advance registration required; by a team of Executive Director, one Board Member and one Development Staff is strongly encouraged!
Presented by: Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP of Charitable Solutions, LLC
Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management audits, emergency assistance funds and life insurance appraisals/audits.
Bryan served from 2013-2014 as the Leon L. Levy Fellow in Philanthropy at The American College of Financial Services. He also serves as a Senior Partner to Ekstrom Alley Clontz & Associates – a community foundation consulting firm in New Haven. Bryan is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust – two national donor advised funds focusing on non-cash assets generally and S-corp transactions respectively. He is also the founder and President of The Emergency Assistance Foundation, Inc. – a national fund allowing employers to create emergency assistance and disaster relief funds for their employees.
In the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta. He received a bachelor of science in business administration from the College of Charleston in Charleston, SC; a master's degree in risk management and insurance from Georgia State University in Atlanta, GA; and a master's degree in financial services from the American College in Bryn Mawr, PA.
He has given more than 2,000 presentations on charitable gift planning; been published in an international insurance textbook; and written more than two dozen articles in financial services and planned giving journals, including a planned giving manual entitled Just Add Water, which has sold more than 2,500 copies. He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality.