ESTATE PLANNING COUNCIL OF LEE COUNTY

Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

Registration and continental breakfast at 8am. Program begins promptly at 8:30am.

How would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.

Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. Bryan Clontz will cover how to maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.

Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP,
Specialist in Noncash Asset Liquidation 
Bryan is the nationally-renowned Founder and President of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity risk management audits, and life insurance gift appraisals/audits. He also serves as a Senior Partner to Ekstrom Alley Clontz & Associates, a community foundation consulting firm. In addition, Bryan has founded the Dechomai Foundation, Inc. and the Dechomai Asset Trust, two national donor advised funds focusing on noncash assets.

In the decade prior to founding Charitable Solutions, LLC in 2003, Bryan Clontz 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 the advancement at The Community Foundation of Greater Atlanta. He has also served as Adjunct Professor at Georgia State University, given thousands of presentations on charitable gift planning and written dozens of articles for financial services and planned giving journals.

Bryan holds a Ph.D in financial and retirement planning from The American College of Financial Services, Bryn Mawr, PA.

Cost $40 per person (free for EPCLC members)

NOTE: "Pay at the door" is for cash or check only.

RSVPs CLOSE 1/30/2026 AT NOON