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Creative Charitable Planning with Non-Cash Assets

Presented by Bryan Clontz for Professional Advisors, Wealth Managers & Estate Planning Attorneys

Wednesday, May 02, 2012
4:00 pm – 5:30 pm
FiftyForward, Patricia Hart Building

174 Rains Ave.
Nashville, TN 37203

Professional advisors often help clients who have charitable interests and needs, with making thoughtful plans to address them. The Community Foundation partners with advisors to offer philanthropic expertise and solutions, including when planning for clients is more complex because their assets under consideration are illiquid or unique.

To highlight the creativity that can be used in these situations, we’ve invited Bryan Clontz, CFP®, CLU, ChFC, CAP, AEP, president and co-founder of Charitable Solutions, LLC to Nashville. 

Please join us for Bryan’s presentation for Professional Advisors, Wealth Managers, and Estate Planning Attorneys, to learn about: 

* A case study approach to Creative Non-Cash Charitable Planning

* How to help a client who wants to donate assets such as a boat, a racehorse, an art collection or a beach house to charity
* Maximizing your clients' deductions through untapped assets such as real estate, privately held corporations, limited partnerships, and other unique non-cash assets

Bryan has given more than 500 presentations on financial planning and planned giving topics, written more than a dozen articles in financial services and planned giving journals, and authored a planned giving manual entitled Just Add Water. Learn more about Bryan Clontz.

RSVP for this free seminar by contacting Belinda Dinwiddie at The Community Foundation, at bdinwiddie@cfmt.org or 615-321-4939 x 103.

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