Webinar: Charitable Planning with Non-Cash Assets & Charitable Trends Every Advisor Should Know in 2020

Date: Tuesday, September 29, 2020
Time: 8:30am - 10:00am
Location: Live Zoom Webinar
Speaker: Bryan Clontz, Charitable Solutions, LLC

Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and life insurance appraisals/audits. For more information on Bryan, click here.

Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

How would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.

Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. Bryan Clontz will cover how to maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.

Charitable Trends Every Advisor Should Know in 2020

Which 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.

WMEPC Members: Free
Friend of GRCF: Free
Guests: $25.00

Thank you to our Partner Sponsor!

Registrants will be emailed a link and password within 24 hours of the live event. Please contact Jeanna Post at admin@westernmichiganepc.org with questions.


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