Skip to main content
Plan Your Giving  >  Advisors  >  Professional Seminar 2023

2023 Professional Seminar

Communities Foundation of Texas hosted the
2023 CFT/SMU Professional Seminar on May 9, 2023.

PROFESSIONAL-SEMINAR-2023-(1).png

Keynote Speaker

Bryan Clontz
Founder and President of 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 also 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.

2023 Seminar Resources

Seminar Resources

2023 Professional Seminar supplemental materials including program overviews, key initiates, and more.
View Seminar Resources
 

View All 2023 Seminar Resources

Call on us to provide value for you and your clients

Charitable planning with your clients is good business. It broadens and differentiates your services, helps create a strong bond with your clients, and serves your clients and the community. When your clients are ready to maximize their charitable giving or plan their legacy, you can trust our staff to work with you to create the best philanthropic plan.

Request a Consultation