Creating Charitable Impact with Non-Cash/Illiquid Assets Donations: A Practical Strategy
June 11 @ 12:00 pm - 1:00 pm EDT
Guest Speaker: Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, Founder & President, Charitable Solutions, LLC
Host: Timothy J. Belber JD, AEP®, Principal, The Alchemia Group LLC, PPI Dean of Fusion
Description: Many charities are loathe or even won’t accept non-cash or illiquid assets as donations. For many clients, this limits their ability to have the philanthropic impact they desire. Join PPI Dean Tim Belber for a conversation with Bryan Clotz, President and Founder of CharitableSolutions LLC as they discuss practical ways to complete a charitable gift using assets that might not have otherwise been accepted.
Introduction to Our Guest Speaker
Bryan is the founder and President of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management audits, emergency assistance funds and life insurance appraisals/audits
There’s not much more that gives me satisfaction than completing a charitable gift that otherwise wouldn’t have occurred but for our assistance.
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, CT. 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 of The Emergency Assistance Foundation, Inc. – a national fund allowing employers to create emergency assistance and disaster relief funds for their employees, where he now serves as secretary and advisor to the president.
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. Bryan chaired the inaugural statewide Leave a Legacy Georgia! campaign. 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.