Creative Charitable Planning with Noncash Assets
12000 Alumni Drive
Jacksonville, FL 32224
11:30 a.m. Lunch
12:00 p.m. - 1:00 p.m. Program
11:30 a.m. Lunch
12:00 p.m. - 1:00 p.m. Program
- RSVP below, members be sure to select no charge.
- Please indicate any dietary needs or restrictions in the registration below.
- Guest fee $50 and must pay online via credit card prior to the event.
- All RSVP's are necessary by February 11th.
About Our Speaker:
Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as business, virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz – a community foundation management consulting firm.
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/UBIT transactions respectively. These foundations have raised over $5 billion in noncash gifts. He is also the founder of The Emergency Assistance Foundation, Inc. – a national charity allowing over 450 employers to create emergency assistance and disaster relief funds for their more than 14 million global employees. He also created the National Gift Annuity Foundation which is the largest national independent gift annuity platform.
He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and currently serves as a monthly columnist on charitable tax issues for Forbes. Bryan was inducted into the NAEPC Estate Planning Hall of Fame in 2022.
Click here to learn more about our speaker.
