Informed Giving: 5 Charitable Trends to Help You Make Thoughtful Giving Choices
You are cordially invited to join us for lunch and a special presentation as we host renowned charitable giving expert Bryan Clontz. This highly interactive and educational program will discuss the current climate in charitable giving—what’s changing, who’s giving, charitable planning opportunities under the current tax law—and highlight other factors and strategies to help you make informed, savvy choices to maximize your charitable impact.
11:00 a.m. - Registration, Welcome, and Lunch
11:30 a.m. - Program
12:30 p.m. - Q & A and Dessert
1:00 p.m. - Adjourn
Register by Friday, May 24.
Bryan Clontz, Ph.D, CFP®, CAP®, is a planned giving expert who specializes in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and life insurance appraisals/audits. He has given more than 2,000 presentations on charitable gift planning and community foundation topics and has worked with more than 250 community foundations. Read more about Bryan.
Contact Kait Balsewicz at firstname.lastname@example.org or 630.665.5556 with questions.