With Bryan Clontz, PhD, CFP,® CLU,® CAP,® AEP,® RICP,® ChSNC®
Founder and President, Charitable Solutions, Inc.
In this highly interactive session, Clontz will present the history, growth and current status of donor-advised funds – the fastest-growing charitable vehicle over the last 20 years.
Four distinct case studies will be offered, covering complex charitable planning dilemmas where donor advised funds are the ideal solution.
Clontz will present a cross-disciplinary approach touching on legal, tax, investment, and financial planning techniques unique to each charitable case.
presented on Zoom
space is limited; advance registration required
This program is sponsored by the Jewish Foundation of Greater New Haven, the Community Foundation for Greater New Haven, and the Valley Community Foundation.