Workshop

Asset Development after GIFT VII

When: 
Thursday, June 10, 2021 -
10:00am to 12:00pm EDT
Where: 
Virtual Workshop
Cost: 
Members: $25.00
Non-Members: $100.00
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We’ve just experienced the whirlwind of GIFT VII unrestricted fundraising and community leadership planning, complicated by the COVID-19 response.

Now, many of us are squarely in the implementation of phase of GIFT VII community leadership work. So, what do the experiences of the last two years mean for asset development?
 
Asset Development after GIFT VII aims to help participants examine the implications of community leadership on a community foundation’s asset development strategy.
 
In the first half of the program, we’ll explore the consequences of a foundation’s intentional, or unintentional decisions that affect the community foundation’s operating model and how it can influence everything, such as the kinds of donors, funds, grants, policies, fees, and staff roles and capacity. This session will cover the four most common operating models as well as the positive and negative implications for each one.
 
The second half of the program will demystify and unlock the secrets to working with community foundation donors. Staff and board members will learn who the likely donors are, the ideal assets to use, the menu of fund types, and, most importantly, why donors find community foundations so attractive. When someone is planning something or selling something, and they have charitable inclinations during life or at death, the community foundation can be an ideal partner. This session explains exactly why.

Asset Development after GIFT VII is intended for all community foundation staff, not just asset development staff, and will be a great session for board members to attend. This virtual Deep Dive Day will help all attendees understand how asset development strategies impact your community foundation’s business model and why.

Who Can Attend

This program is only open to community foundation staff and board members.

Speaker

Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®
Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tuscon, AZ.

Bryan is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust - two national donor advised funds focusing on non-cash assets generally and S-corp transactions, respectively. He is also the founder and president of The Emergency Assistance Foundation, Inc.– a global charity that allows employers to create emergency assistance and disaster relief funds for their employees. As of 2020, EAF works with more than 300 employers and 10 million employees. Finally, Bryan created the National Gift Annuity Foundation, the largest national independent gift annuity platform.

In the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta. He received a bachelor’s degree in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; master’s degree in financial services, as well as a Ph.D. in retirement and financial planning from The American College in of Financial Services in Bryn Mawr, PA. (Dissertation: A Study of the Relationship Between Gift Annuity Solvency and Disparate Statutory Insurance Regulation)

He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes.

This event is produced by GIFT Technical Assistance, a signature program of Indiana Philanthropy Alliance.
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