- Events & Workshops
Donor Advised Funds: The Swiss Army Knife of Gift Planning
Explore the history, growth and current status of donor advised funds – the fastest growing charitable vehicle over the last 20 years
Date
Jun 30, 2021
Time
8:00 a.m. - 9:00 a.m.
Location
Virtual
Topic
Presenter(s)
Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®; Founder and President of Charitable Solutions, Inc.
In this highly interactive session, presenter Bryan Clontz discussed the history, growth and current status of donor advised funds – the fastest growing charitable vehicle over the last 20 years.
Clontz presented distinct case studies covering complex charitable planning dilemmas where donor advised funds are the ideal solution.
Questions? Please email Carmen Burgos.
This program is presented in partnership with The Community Foundation for Greater New Haven, the Valley Community Foundation, and the Jewish Foundation of Greater New Haven
About the presenter:
Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®
Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tuscon, Arizona. ... READ MORE