BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20191008T000000Z
DTEND:20191008T023000Z
LOCATION:Gainey Ranch Golf Club - 7600 E. Gainey Club Drive, Scottsdale, AZ 85258
UID:1825820191008T000000ZDonor Advised Funds: The Swiss Army Knife of Charitable Planning
DTSTAMP:20260420T042440Z
DESCRIPTION:\n\n \nBryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP\n \nBryan is the founder and President of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management audits, emergency assistance funds and life insurance appraisals/audits\n \nThere’s not much more that gives me satisfaction than completing a charitable gift that otherwise wouldn’t have occurred but for our assistance.\n \nBryan served from 2013-2014 as the [Leon L. Levy Fellow in Philanthropy at The American College of Financial Services](http://www.theamericancollege.edu/assets/pdfs/131015_Bryan%20Clontz.pdf). He also serves as a Senior Partner to [Ekstrom Alley Clontz & Associates](http://www.ekstrom-associates.com/) – a community foundation consulting firm in New Haven, CT. 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 of The Emergency Assistance Foundation, Inc. – a national fund allowing employers to create emergency assistance and disaster relief funds for their employees, where he now serves as secretary and advisor to the president.\n \nIn 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 of science 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 and Ph.D. in financial and retirement planning from The American College of Financial Services, Bryn Mawr, PA.\n \nFrom 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) and on the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation (2001-current). Previously, he served on the American Council on Gift Annuities’ Rate Recommendation and Research Committee (2003-2010) and the Partnership for Philanthropic Planning (formerly NCPG) Board (2007-2009).\n \nHe has given more than 2,000 presentations on charitable gift planning; been published in an international insurance textbook; and written more than two dozen articles in financial services and planned giving journals, including a planned giving manual entitled Just Add Water, which has sold more than 2,500 copies. Bryan chaired the inaugural statewide Leave a Legacy Georgia! campaign. 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.\n \n \n ------\n\nDinner Menu\n \nSalad:\n Baby Kale Salad: apples, mixed peppers, creamy champagne dressing (GF/DF)\n \n \n \nEntrees:\n Short Rib: pan sauce, Yukon gold smashed potato, charred blue lake green beans (GF/DF)\n Vegan Option: Mushroom Risotto Cake with grilled asparagus and carrots in a plum sauce\n \n \n \nDessert\n Apple Tart: caramel sauce, dairy-free whipped cream (DF)\n \n \n ------\n\nThank you to our sponsor!\n \n[](https://www.azfoundation.org/default.aspx)\n
SUMMARY:Donor Advised Funds: The Swiss Army Knife of Charitable Planning - Central Arizona Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR