Statewide
January 30, 2025 - Donor Advised Funds: The Swiss Army Knife of Gift Planning With Bryan Clontz
Earn continuing education credits and keep informed on the latest developments in charitable giving and tax law as you learn from nationally-recognized experts. Philanthropy Forums are provided via webinar and provide topics of interest to attorneys, CPAs and wealth managers.
Donor Advised Funds: The Swiss Army Knife of Gift Planning
With Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®
Thursday, January 30, 2025 | 12 – 1:30 pm | FREE
This one hour presentation is followed by an optional 30 minute Q&A session.
In this session, Bryan will present the history, growth and current status of donor advised funds – the fastest growing charitable vehicle over the last 20 years. Four distinct case studies will be offered covering complex charitable planning dilemmas where donor advised funds are the ideal solution. He’ll present a cross-disciplinary approach touching on legal, tax, investment and financial planning techniques unique to each charitable case.
Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt, gift annuity risk management, emergency assistance funds, and virtual currency appraisals. He also serves as Senior Partner at Ekstrom Alley Clontz & Associates, a community foundation consulting firm. With leadership experience at United Way of Metropolitan Atlanta, Boys & Girls Clubs of America, and The Community Foundation for Greater Atlanta, Bryan brings extensive expertise to charitable planning. He holds advanced degrees in business, risk management, financial services, and a Ph.D. in retirement and financial planning. A Certified Financial Planner and holder of multiple designations, his insights have been featured in The Wall Street Journal, The New York Times, Kiplinger’s Personal Finance, and Forbes.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy, CFP Board and American Bankers Association.
Thank you to our event sponsor:
