Join us for Advanced Charitable Brainteasers - A Case Study Approach, a free session hosted by Bryan Clontz.

As clients and donors seek tax-effective ways to manage and distribute their wealth, it’s increasingly important to offer charitable and estate planning recommendations that match their individual needs. In this highly interactive session, Bryan will present distinct community foundation case studies that include complex charitable and estate planning dilemmas and solutions. He’ll present a cross-disciplinary approach touching on legal, tax, investment, insurance and financial planning techniques unique to each charitable case. Attendees will be able to offer charitable solutions that they can readily employ with your clients.