Charitable Planning with Non-Cash Assets: A Case Study Approach
Start Date: June 27, 2024
End Date: June 27, 2024
Time: 11:00 am - 12:45 pm
Join us for the Power of Planned Giving Professional Series. This free, two-part series ends with Charitable Planning with Non-Cash Assets: A Case Study Approach.
How would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.
Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. Bryan Clontz will cover how to maximize your clients deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.
This webinar qualifies for 100 minutes of continued education credits.
On August 14, we will celebrate the end of the Power of Planned Giving Series with our regional professional advisors and nonprofits for a culminating social. Participants of any of the Power of Planned Giving Series will receive a free registration link.
How would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.
Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. Bryan Clontz will cover how to maximize your clients deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.
This webinar qualifies for 100 minutes of continued education credits.
On August 14, we will celebrate the end of the Power of Planned Giving Series with our regional professional advisors and nonprofits for a culminating social. Participants of any of the Power of Planned Giving Series will receive a free registration link.
Event Location: Zoom Webinar
Register and you could win a $500 grant awarded to your favorite nonprofit! All participants must be present at the webinar to qualify. Two chances to enter per event!
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Register by 6/18 for one entry.
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Refer a friend to join the webinar. At registration, if the friend provides your name in the registration questionnaire, you will receive an additional entry.
Speaker: Bryan Clontz
Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®Â
Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as business, virtual currency and life insurance appraisals/audits.
We extend our appreciation to our event sponsors
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