Planned Giving Trends: A Stronger Partners Brighter Futures Conversation

An informal morning of coffee, conversation, and Q&A with planned giving expert Bryan Clontz for Stronger Partners Brighter Futures alumni and current cohort participants

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About the Program

Join fellow Stronger Partners Brighter Futures alumni and current cohort members for an informal morning conversation with national planned giving expert Bryan Clontz. Over coffee and pastries, you’ll talk through current trends and research and what they could mean for your organization’s strategy.

Who should attend
Anyone from an organization that has participated in Stronger Partners Brighter Futures, past cohort or current. You don’t need to be the specific person who went through the program. If you participated but have since moved to another organization, you’re invited too.

Schedule
8:30 – 8:45 a.m. Coffee, pastries, and arrival
8:45 – 9:30 a.m. Conversation and Q&A with Bryan Clontz

About the conversation
This is an informal discussion on planned giving trends, national research, and integrating these insights into nonprofit strategy. It won’t be a formal presentation. Expect a conversation and Q&A about what Bryan is seeing nationally, and bring your own questions. Bryan Clontz, founder of Charitable Solutions, LLC, and a 20-year veteran of planned giving education, will lead the conversation.

Why attend
Reconnect with SPBF alumni from every cohort, and hear what’s changing in planned giving so your skills and program stay current. Planned giving secures your organization’s future beyond the next grant cycle or fundraising campaign, and staying current on it protects the investment you’ve already made in building a stronger organization.

About Bryan Clontz
Bryan Clontz is the founder of Charitable Solutions, LLC, and brings a national view of what is changing in planned giving. He serves on the editorial board of the Planned Giving Design Center and on the American Council on Gift Annuities’ Research Committee, and he holds a Ph.D. in retirement and financial planning. He also knows the nonprofit side firsthand: before founding Charitable Solutions in 2003, he was director of planned giving at the United Way of Metropolitan Atlanta and national director of planned giving for Boys & Girls Clubs of America. He has delivered more than 2,000 presentations on charitable gift planning. Learn more »

Stay for the rest of the morning
Continue the morning by staying for a nonprofit fundholder session immediately following the SPBF conversation. Networking begins at 9:30 a.m., followed by Bryan Clontz’s education program, Planned Giving With a Shoe-String Staff and a Shoe-String Budget, from 10:00 a.m. to noon. Register separately for that session on its event page. Learn more and register »

RSVP
Please RSVP by Monday, November 2.

Questions? Contact Diana Coyle, Director of Nonprofit Services & Sustainability, dianac@cicf.org

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Bryan Clontz Event - SPBF Alumni
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