Advanced Charitable Brain Teasers
Please RSVP prior to Monday, October 17th to ensure we have an accurate lunch count. Thank you!
Session Description
As more clients seek tax-effective ways to manage and distribute their wealth, it's increasingly important to offer charitable and estate planning recommendations that match their individual needs. In this highly interactive session, Bryan will present distinct case studies that include complex charitable and estate planning dilemmas and solutions. He'll present a cross-disciplinary approach touching on legal, tax, investment, insurance and financial planning techniques unique to each charitable case. Mr. Clontz will offer charitable solutions that you can readily employ with your clients to better serve their unique and diverse interests.
Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP, RICP
Bryan is the co-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 a Senior Consultant for Ekstrom Alley Clontz & Associates – a practitioner-based community foundation consulting firm in Connecticut, where he has had the pleasure of working with over 250 community foundations.
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 specifically. These foundations have received over $400 million since formation. He is also the Founder/President of The Emergency Assistance Foundation, Inc. – a national fund allowing employers to create emergency assistance and disaster relief funds for their employees.
From 1994-2003, he served as the 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; and a master’s degree in financial services from the American College in Bryn Mawr, PA. He is currently a candidate for the Ph.D. in Retirement and Financial Planning. He has earned the following professional designations: Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Philanthropy, Accredited Estate Planner and Retirement Income Certified Professional.
For six years, 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 for 2007-2010. In 2014, was named the Leon L. Levy Fellow in Philanthropy at The American College.
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 40 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 with over 600 nonprofits. 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 also authored “Making the Commitment to Family Philanthropy: A Management Tool for Community Foundations” commissioned by The National Center on Family Philanthropy.
Bryan is married to his high-school sweetheart and is the father to two young girls. The family enjoys any and all salt-water activities.
