Creative Charitable Solutions for IRAs after the SECURE ACT 2019

Annual Meeting & Planning in Practice Program

November 19, 2020 - 9:00AM-10:30AM PDT

Program Description

This session will cover the old and new IRA rules generally, with a focus on charitable opportunities more specifically. Attendees will learn how both testamentary charitable remainder trusts and charitable gift annuities can offer unique “stretch” IRA solutions for charitably inclined donors/clients. Attendees will learn how testamentary charitable planning vehicles can also provide an alternative to a spendthrift trust using retirement and non-retirement assets. This session will have an intermediate level of complexity.

Presented by Bryan Clontz, PhD, CFP, CAP

President and Founder of Charitable Solutions, LLC

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. Read more about Bryan Clontz

Program Fees: Members - $25; Non-members - $35

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Registration closes November 18, 2020.

Thank you to our sponsor!