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Upcoming events

    • 02/26/2025
    • 8:00 AM - 9:30 AM
    • City Center, 1819 Main Street, Sarasota, FL 34236
    • 3
    Register

    Join us to explore the future of crypto giving!

    Learn from expert Bryan Clontz in a recorded webinar on “Crypto Donation and Appraisal Process 2.0: New and 52% Improved.” Following the webinar, we’ll host a brief moderated discussion on local developments in crypto donations and gift acceptance.

    The webinar will spotlight:

    • Current crypto donation activity including challenges and opportunities
    • Current crypto appraisal activity including challenges and opportunities
    • Gift planning opportunities with crypto
    • A demo of Charitable Solution’s crypto donation process
    • A demo of Charitable Solution’s crypto appraisal process

    Bryan says: “When your next donor/client calls you about crypto, you will be ready!”

    Wednesday, February 26, 2025
    8:00 a.m. - Registration, Networking
    8:15 a.m. - 9:30 a.m. – Program

    Location: City Center, 1819 Main Street, Sarasota, FL 34236
    Training Room on First Floor (enter through glass doors and follow signage)

    Parking: Metered parking is available on Main Street, and free parking is available on surrounding streets. Attendees may also park in the parking garage for 1819 Main Street (located on Links Ave) with parking validated courtesy of Bank of America Private Bank. Please bring your tickets to the program to be validated.

    This program is free for members AND any future CGPSWFL members!

    About Our Presenter: Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®,  President & Founder, 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.

    In the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta. He received a bachelor’s degree in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; master’s degree in financial services, as well as a Ph.D. in retirement and financial planning from The American College in of Financial Services in Bryn Mawr, PA. (Dissertation: A Study of the Relationship Between Gift Annuity Solvency and Disparate Statutory Insurance Regulation)

    He has earned the following designations: Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Philanthropy, Accredited Estate Planner, Retirement Income Certified Professional, Certified Bitcoin Professional and Chartered Special Needs Consultant. Click here to learn more about Bryan and Charitable Solutions, LLC.

Past events

01/21/2025 Distinguished Speaker Series Presents Using and Misusing the Marital Deduction
12/11/2024 Members-Only Holiday Social & 2024 Year-End Annual Meeting
11/19/2024 Drafting Gift Agreements that Stand the Test of Time
10/22/2024 Legacy Insights from a Donor’s Perspective
10/03/2024 Gift Planning Connections!
08/20/2024 Opera and Avocados: Lessons Learned from a Complex Life Estate
06/26/2024 Everyday Donors of Color
05/22/2024 Planned Giving 101
04/24/2024 A Family Affair: Planned Giving and Working with Generations
03/28/2024 Guiding Donors in Creating Their Charitable Legacy: Advanced Strategies in Philanthropic Giving
02/20/2024 What’s in it for me? Community Foundations as Partners to Professional Advisors, Nonprofits, and Donors
01/16/2024 Joint Councils Meeting: Business Succession Planning
12/13/2023 Cocktails & Conversation: Holiday Social!
11/16/2023 Unleashing the Generosity of Affluent Americans
10/19/2023 An Insurance Person, an Attorney, and a Nonprofit Professional Walk into a Bar…
08/29/2023 Cognitive Impairment in Donors: How to Identify Issues and Apply Best Practices
06/22/2023 Philanthropy in Challenging Times: What’s Keeping Us Up At Night & Our Role in Facilitating Good
05/18/2023 Enticing Estate and Taxwise Giving Opportunities for Philanthropic Individuals and Families
04/20/2023 Investing – What Development Professionals Need to Know
03/23/2023 Planned Giving 301
02/16/2023 Planned Giving for the Have-Nots
01/17/2023 Elder Issues and Special Needs Trusts
12/13/2022 Holiday Social
11/16/2022 Women, Wealth and Philanthropy
10/20/2022 Planned Giving 201
09/15/2022 Case Study with Betsy Pennewill & Dan Vigne
07/14/2022 Cocktails & Conversation: Summertime Social!
06/22/2022 Wealth Transfer to Younger Generations: Millennials, Gen Z & X
05/19/2022 Exciting Benefits of Making Charitable Gifts using IRA Funds
05/06/2022 Planned Giving: Next Level Charitable Gift Annuity Strategies! Have you Considered...
03/31/2022 The Impact of Diverse Wealth Transfer
02/17/2022 PLANNED GIVING 101
01/18/2022 Distinguished Speaker Series Presents our Annual Joint Councils' Meeting
12/01/2021 Annual Meeting & Decoding the Motivations and Strategies of High Capacity Donors

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