Community Foundations of Central Indiana: A Regional Gathering with Bryan Clontz

An afternoon of connection and education on professional advisor engagement with community foundation consultant Bryan Clontz, hosted by CICF

Array ( [] => [link] => Array ( [type] => url [value] => #register [url] => #register [name] => #register [title] => Register [target] => ) [cta_options] => Array ( [] => [icon_location] => left [icon] => Array ( [icon] => caret--down ) [button_color] => Array ( [color] => purple ) [button_style] => solid ) )
Register

About the Program

Regional community foundations are gathering for an afternoon to help increase generosity across Central Indiana. Together with community foundation consultant Bryan Clontz, we’ll explore how to build stronger relationships with the attorneys, financial planners, and other advisors who guide families’ giving, so more of those gifts are referred to local community foundations. Afterward, you’ll have the chance to meet and network with professional advisors.

Who should attend
Leaders and development or gift planning staff from community foundations in Central Indiana. Each foundation can send whoever is best positioned to put these ideas to work, including board members, so bring as many colleagues from your team as you’d like. Please have each team member register separately.

Schedule
1:30 – 2:30 p.m. Session with Bryan Clontz
2:30 – 3:30 p.m. Networking with professional advisors

About the session
Success in planned giving is simply saying the right thing to the right people at the right time. This interactive session focuses on a three-part approach to planned giving prospecting: the insiders (board and staff), the already sold (long-term loyal donors and volunteers), and everyone else. Bryan will share the specific script and recipe to use with each group so your marketing time is leveraged and productive.

On professional advisors, here’s how Bryan describes the opportunity:

“Nothing grows community foundations faster than strong professional advisor referrals. The funds are generally 3-5 times larger, come in 3 times quicker, and the advisor community literally becomes an unpaid salesforce advocating for your community foundation.”

He’ll go deep on the various advisor types, incentives, disincentives, language, approach, and tracking and recognition that can take your program from 0-100 mph. He’ll also address how perceptions vs. reality can damage or enhance your advisor outreach.

Why attend
You’ll leave with scripts and approaches to try in your own county, and the networking hour that follows lets you start using them right away by meeting professional advisors in person. It’s also a chance to compare notes with colleagues from neighboring foundations.

About Bryan Clontz
Bryan Clontz is Senior Partner of Ekstrom Alley Clontz, a community foundation management consulting firm, and founder of Charitable Solutions, LLC. He has worked inside a community foundation as vice president of advancement at The Community Foundation for Greater Atlanta, and he has given more than 50 speeches at national community foundation conferences. He also founded the Dechomai Foundation and the Dechomai Asset Trust, two national donor advised funds that have raised over $5 billion in noncash gifts. Learn more »

Extend the afternoon
We hope you’re able to extend the afternoon by joining an education session for professional advisors right after the networking hour in the same location. From 3:30 to 5:30 p.m., Bryan Clontz will lead Top 10 Charitable Trends Every Advisor Should Know Right Now, a look at the trends shaping how advisors work with clients on charitable giving. Registration for that session must be completed separately on its event page. Click here to register.

RSVP
Please RSVP by Monday, November 2.

Questions? Contact Jeff Bennett, Chief Innovation Officer, JeffB@cicf.org

Register

Bryan Clontz Event - Regional Community Foundations
Have you used another email address when interacting with any entity within the Collaborative before (a work email, personal email, alternate email, etc.)? If so, type it in above. We are not storing this email address; we are temporarily referencing this secondary email address to keep our database clean. Entities within the Collaborative include: Central Indiana Community Foundation, Hamilton County Community Foundation, the Indianapolis Foundation, and Women's Foundation of Indiana.
We will do our best to support accommodation requests shared in advance.
By registering for and participating in this program, I understand that photos or videos may be taken during the event and used by the foundation for marketing and promotional purposes, including on social media, websites and in print materials.