Planned Giving and Endowment Building Seminar
Planned Giving with a shoe-string staff and budget. Endowment building on steroids-follow the recipe.
Thursday, Nov. 9th, 2023 at 9:30 a.m. CDT
University Welcome Center (a.k.a. Sioux Falls/Kairos University, 2100 S. Summit Ave, Sioux Falls, SD)
Speaker: Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC® / 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. Bryan serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tuscon, AZ.
For his full bio, please visit: https://charitablesolutionsllc.com/meet-the-team/
This highly interactive session will not focus on the reason to have an endowment, but instead on the design and implementation of a plan to grown your endowment. We will discuss the best practices of board engagement, prospecting, marketing, cultivating donors, having the conversation ,gift documentation and recognition.
The session will be very practical and will offer specific how-to suggestions that attendees can follow-almost like an endowment building recipe!
Registration
Limited to first 100 registrations. Please register each attendee separately.
Thank you to our generous sponsors. Sponsored by:
- South Dakota Nonprofit Network