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Distinguished Advisor

Distinguished Advisor in Philanthropy Award
by the Community Foundation

DAP

Top 10 Charitable Trends Every Advisor Should Know in 2019


These top 10 trends have completely changed the charitable planning landscape.  What are the hot vehicles and assets right now?  How will demographics change charitable planning?  What kind of grade should advisors get in working with clients on charitable plans?  How are charities and advisors dealing with ubiquitous charitable planning information?  These are just a sampling of the provocative topics that will be covered.

Past awardees include:
Dennis Bidwell, Principal, Bidwell Advisors
John Ferriter, Attorney, Ferriter Law
Richard M. Gaberman, Attorney, Robinson Donovan
Kate Kane, Wealth Management Advisor, Northwestern Mutual
George C. Keady III, Senior Vice President, Wealth Management and
         Senior
Portfolio Manager, UBS Financial Services
Steven J. Schwartz, Founding Attorney, Shatz, Schwartz, and Fentin, P.C.

ABOUT THE SPEAKER:

Bryan Clontz 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 consulting, emergency assistance funds and life insurance appraisals/audits. He also serves as partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in New Haven, CT. Bryan is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust - two national donor advised funds focused 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’s 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; master’s degree in financial services and Ph.D. in financial and retirement planning from The American College in Bryn Mawr, PA. From 2000-2005, he served as a graduate adjunct professor for both personal financial planning and life insurance in the Department of Risk Management and Insurance at Georgia State University. He serves on the Editorial Board of the Planned Giving Design Center (2000-current), the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation (2001-current), the American Council on Gift Annuities’ Rate Recommendation and Research Committee (2003-2010) and the National Committee on Planned Giving Board (2007-2009). He has given more than 2,000 presentations on charitable gift planning and community foundation topics (including the National Committee on Planned Giving Conference, American Council on Gift Annuities and more than 30 speeches at national community foundation conferences – COF, ADNET, FAOG); been published in an international insurance textbook; and written more than a dozen articles in financial services and planned giving journals, including a planned giving manual entitled Just Add Water, which has sold more than 2,000 copies. Bryan chaired the inaugural statewide Leave a Legacy Georgia! campaign. He has served as an expert witness on charitable gift annuity default and reinsurance involving an Arizona charitable bankruptcy and as a donor advised fund expert witness for a Virginia bankruptcy. 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. He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes.



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