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Power of Planned Giving: Planned Giving with a Shoe-String Staff and a Shoe-String Budget

Start Date: May 15, 2024
End Date: May 15, 2024
Time: 11:00 am - 12:15 pm
Join us for the Power of Planned Giving Nonprofit Series. This free, two-part series begins with Planned Giving with a Shoe-String Staff and a Shoe-String Budget.

In this session, attendees will learn how to create or enhance a robust planned giving program with no money and in just 2-3 hours per month. Bryan will explain planned giving in simple terms, describes what really motivates donors to give, how to prospect and have the conversation while literally providing a step-by-step action plan for when you get back to the office. Over the last 20 years, more than 3,000 attendees have enjoyed and benefited from this talk and nearly everyone says: "I never thought it could be this easy and for absolutely no money!"

Join us on June 26 for Endowment Building Supercharged, Follow the Recipe, the second part of the free Power of Planned Giving Nonprofit Series.
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!
  • Register by 5/7 for one entry.
  • Refer a friend to join the webinar. At registration, if the friend provides your name in the registration questionnaire, you will receive one additional entry.

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.

 

We extend our appreciation to our event sponsors

 

PRIMARY SPONSOR

PRESENTING PARTNER

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