Guiding Clients in Philanthropic Giving with Bryan K. Clontz

Charitable Planning with Non-cash Assets
Donor Advised Funds: The Swiss Army Knife of Gift Planning
Charitable Planning Under the New Tax Laws

With Nationally-Acclaimed Speaker
Bryan K. Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RCIP

 

A 45-second highlight reel of Bryan’s presentation:

A recording of Bryan’s full presentation:

Bryan K. Clontz is founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management audits, emergency assistance funds and life insurance appraisals/audits.  He received his bachelor of science in business administration from the College of Charleston, his master’s degree in risk management and insurance from Georgia State University, master’s degree in financial services and Ph.D. in financial and retirement planning from The American College of Financial Services.

Mr. Clontz also serves as a Senior Partner to Ekstrom, Alley, Clontz & Associates; founder of the Dechomai Foundation, Inc. and the Dechomiai Asset Trust; and founder of The Emergency Assistance Foundation, Inc.