Planned Giving Made Simple
Start Date: June 10, 2025
End Date: June 10, 2025
Time: 11:00 am - 12:15 pm PST
Join us for Planned Giving Made Simple, a free session hosted by Bryan Clontz.
For many people, the “ask” is very intimidating. This session demystifies the important elements of a comfortable conversation. Specifically, we will cover why people are spending way too much time “getting ready to get ready”, the real tools and skills that are required for success and why absolutely zero technical knowledge is expected or required. Attendees will learn why they have been making this critical part overly complicated.
For many people, the “ask” is very intimidating. This session demystifies the important elements of a comfortable conversation. Specifically, we will cover why people are spending way too much time “getting ready to get ready”, the real tools and skills that are required for success and why absolutely zero technical knowledge is expected or required. Attendees will learn why they have been making this critical part overly complicated.
Event Location: Zoom Webinar
Speaker: Bryan Clontz
Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®
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.
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