May 14, 2019
Planned Giving Council Breakfast Meeting
This will be our final meeting for the 2018-2019 Planned Giving Council season, and what a great speaker to end on! Bryan Clontz will present on "Creative Charitable Planning with Noncash Assets". We hope you have gained helpful knowledge from all of our awesome speakers and topics this season. Our board is hard at work planning for the 2019-2020 season, and if you have ideas on topics and speakers, please let us know. Membership materials will be available at the May meeting and will be sent out over the summer via email.
MAY SPEAKER
Bryan K. Clontz,
President and Co-Founder, Charitable Solutions, LLC, Jacksonville, FL
TOPIC
"Creative Charitable Planning with Noncash Assets"
Bryan will cover how to maximize donor/client deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. Noncash assets are estimated to be a 50 trillion+ market. This highly interactive session will employ case studies to illuminate key points.
LOCATION
Embassy Suites - WPB Airport
1601 Belvedere Rd., West Palm Beach, FL
Networking & Breakfast: 7:45-8:05 am
Welcome & Introductions: 8:05-8:30 am
Program: 8:30-9:15 am
Close & Announcements: 9:15-9:30 am
THANK YOU TO OUR MAY SPONSORS
2018-2019 PLATINUM SPONSOR
If you are interested in joining Planned Giving Council of Palm Beach County, we would be happy to have you! Prorated Membership dues are $150 and you may join online at www.PalmBeachPlannedGiving.org or click here for a Membership Form to mail.
Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406
Planned Giving Council of Palm Beach County