Tuesday, Oct. 7, from 7:00 am to 11:30 am at the Avalon Hotel and Conference Center in Chippewa Falls, WI

The community foundations of Chippewa, Dunn, and Eau Claire are honored to welcome Bryan Clontz, CFP, CLU, ChFC, CAP, AEP, president and co-founder of Charitable Solutions, LLC, as our guest presenter.

Bryan will be presenting Creative Charitable Planning with Non-Cash Assets on Tuesday, October 7, from 7:00 to 11:30 am at the Avalon Hotel and Conference Center in Chippewa Falls, WI. His topics will include the following:

• Creative Charitable Planning with Non-Cash Assets
• Creative Planning with S-Crop Stock
• Advanced Charitable Brainteasers: A Case Study Approach
• Gifting Hairy Assets: Case Studies
• Never Decline a UBIT Gift Again
• Top 10 Charitable Trends

The $60 registration fee includes breakfast. CE, CFP, and CPA credits are available.

Please contact the Eau Claire Community Foundation via this website or call (715) 552-3801 if you would like more information about this event.

CLICK HERE TO EXPLORE BRYAN'S WEBSITE, www.charitablesolutionsllc.com.  

MORE ABOUT BRYAN AND HIS WORK

Bryan's business, Charitable Solutions, LLC, specializes in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, life insurance appraisals, and CRT/CGA investment management.

Bryan also serves as a Senior Consultant for Ekstrom & Associates - a practitioner-based community foundation consulting firm in Connecticut, where he has had the pleasure of working with over 200 community foundations.  He is currently the Leon L. Levy Philanthropic Fellow at The American College of Financial Services.

He 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 $250 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.

Bryan 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.

From 1994-2003, Bryan 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.

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

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 also authored "Making the Commitment to Family Philanthropy:  A Management Tool for Community Foundations" commissioned by The National Center on Family Philanthropy.

Married to his high-school sweetheart, Bryan is the father to two young girls.  The family enjoys any and all salt-water activities.