NAIFA Webinar Series

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

Tuesday, June 10, 2025
12:00 pm - 1:00 pm eastern

Program Overview

Bryan Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RICP, CBP, ChSNC
Founder and President 
Charitable Solutions, LLC

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.

REGISTRATION FEE

Registration is FREE for all members and nonmembers.

CE CREDITS

1 CFP® credit has been applied for.

1 CLE/legal credit has been applied for.
1 CPE (accounting) credit has been applied for.
1 Professional Recertification/PRP (American College) credit has been applied for.

(State insurance credit is not available.)
$5.00 fee per credit.