The Unity Foundation of La Porte County and Mason Investment Advisory Services, Inc. Present:

Top Charitable Trends Every Advisor Should Know with Special Focus on the SECURE ACT and Donor Advised Funds

This two-hour Continuing Education program includes three modules.

Module One: Top 10 Charitable Trends Every Advisor Should Know in 2023

These top 10 trends have completely changed the charitable planning landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered.

Module Two: Secure Act Secure Act 2.0: QCDs to CRTs and CGAs

Learn more about one of the newest opportunities in planned giving: qualified charitable distributions (QCDs) for life income gifts (CRTs and CGAs). The new rules will be discussed as well as some open questions, practical considerations, and case study opportunities. Attendees will be prepared to:

  • Advocate to internal management why the time is NOW to market these new opportunities;
  • Discuss tax implications to internal and external constituencies;
  • Discuss practical considerations of these donations;
  • Review the target donor market;
  • Discuss a number of open questions;
  • CAPTURE THESE GIFTS!!!

This new law has been pushed over a decade by both the National Association of Gift Planners (CGP) and the American Council on Gift Annuities (ACGA).

Module Three: Donor Advised Funds: The Swiss Army Knife of Gift Planning

In this highly interactive session, Bryan will present the history, growth and current status of donor advised funds – the fastest growing charitable vehicle over the last 20 years. Four distinct case studies will be offered covering complex charitable planning dilemmas where donor advised funds are the ideal solution. He’ll present a cross-disciplinary approach touching on legal, tax, investment, and financial planning techniques unique to each charitable case.

Speaker Bio
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 earned the following designations: Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Philanthropy, Accredited Estate Planner, Retirement Income Certified Professional, Certified Bitcoin Professional and Chartered Special Needs Consultant.

From 2000-2005 he served as a graduate adjunct professor for both personal financial planning and life insurance in the Department of Risk Management and Insurance at Georgia State University. He serves on the Editorial Board of the Planned Giving Design Center (2000 current), the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation (2001-current), the American Council on Gift Annuities’ Rate Recommendation (2003-2010) and Research Committee (2003-current) and the National Association of Charitable Gift Planners Board, formerly NCPG (2007-2009). He also was a partner in a NAPFA-registered fee-only financial planning firm, Tombs Moody & Clontz from 1995-2003.

He has given more than 2,000 presentations on charitable gift planning and community foundation topics (including the National Committee on Planned Giving Conferences, American Council on Gift Annuities and more than 50 speeches at national community foundation conferences – COF, ADNET, FAOG); been published in an international insurance textbook; and authored a book called Charitable Gifts of Noncash Assets, a planned giving manual entitled Just Add Water, and a dozen articles in financial services and planned giving journals. Bryan chaired the inaugural statewide Leave a Legacy Georgia! Campaign involving more than 400 charities. He has served as an expert witness on charitable gift annuity default and reinsurance involving an Arizona charitable bankruptcy and as a donor advised fund expert witness for a Virginia bankruptcy. He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality.

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.

Date:
October 4, 2023

Schedule:
8:30 am: Registration
9:00 – 9:15 am: Introductions
9:15 – 11:30 am: Continuing Education Workshop

Location:
Unity Foundation of La Porte County
422 Franklin St, Suite C
Michigan City, IN 46360

Cost: FREE

Learning objectives include:

  • Identify ten key trends and strategies to maximize your clients’ charitable giving
  • Learn how demographics will change charitable planning.
  • Define the tax implications of QCDs to internal and external constituencies;
  • Understand the history of Donor Advised Funds and how they can be implemented effectively by charitable planning clients.
  • Learn about several complex charitable planning dilemmas where donor advised funds are the ideal solution

Who should attend?
Estate Planning Attorneys, Certified Public Accountants, Certified Financial Planners, Bank Trust Officers, Insurance Agents, and any other professional advisors interested in improving their charitable planning knowledge to build their private client practices

To register, please use the following link:
https://uflc.fcsuite.com/erp/donate/list/event?event_date_id=1990

If you have any questions about registration or for more information related to this program, please contact:
Jamie J. Miller
Development Officer
Unity Foundation of La Porte County
422 Franklin St, Suite C
Michigan City, IN 46360
jmiller@uflc.net
www.uflc.net
Main: (219) 879-0327
Direct: (219) 240-1536
Fax: (219) 210-3881

Continuing Education Credit Status:

  • Chartered Financial Consultants (ChFC®) may earn two continuing education credits. Please note that ChFC® credits are self-reported and may or may not be approved by the American College.
  • CPAs may earn two continuing professional education credits, one for finance and one for specialized knowledge.
  • Certified Financial Planners may earn two continuing education credits.
  • Bank Trust Officers may earn two CTFA credits.
    American Bankers Association (ABA) Professional Certifications has approved “Top Charitable Trends Every Advisor Should Know with Special Focus on the SECURE ACT and Donor Advised Funds” for: two CTFA CE credits. ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This statement is not an endorsement of this program or its sponsor.
  • Insurance Agents may earn two continuing education credits.
  • Attorneys may earn 1.7 general continuing legal education credits.

Prerequisites:
None

Advanced Preparation:
None

Program Level:
Overview

Delivery Method:
Group Live

Conference Policies:
For information related to complaints, please contact:
Will Thorpe
Chief Marketing and Development Officer
Mason Investment Advisory Services
11921 Freedom Drive, Ste 1000
Reston, VA 20190
T: (703) 716-6000
F: (703) 716-6020
wthorpe@masoncompanies.com
www.masoncompanies.com

Mason Investment Advisory Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.