Speaking Engagements
- Topics
Bryan Clontz is available for speaking engagements on the following topics:
- 25 Things Community Foundations Do That Drive Me Nuts!
- Advanced Charitable Brainteasers-A Case Study Approach
- Charitable Gift Annuity Risk Management: Best and Worst Practices
- Charitable Giving with Life Insurance: The Good, the Bad and the Ugly
- Community Foundation Donor Case Studies
- Congratulations You've Made a Planned Gift! Now What? (To Legacy Societies)
- Creative Charitable Planning with Non-Cash Assets
- Creative Charitable Planning with Real Estate
- Creative Planning with S-Corp Stock
- Donor Relations on Steroids
- Employer Provided Emergency Assistance Funds: Basics to Best Practices
- Family Philanthropy: Best Practices
- Four Operating Models of Community Foundations
- Making the Planned Giving Ask
- Never Decline a Gift Again!: A Planned Giving Outsource Directory from A-Z
- Never Decline a UBIT Gift Again!
- Planned Giving Prospecting
- Planned Giving with a Shoe-String Staff and a Shoe-String Budget
- Professional Advisor Marketing on Steroids
- State of Community Foundation Field: Trends and Realities
- Three Fruity Flavors of Family Foundations: A Comparison of Private Supporting and Community
Foundations - The Methuselah Effect: Longevity's Impact on Planned Giving
Please call, 404.375.5496 or email bryan@charitablesolutionsllc.com for a customized quote.
Clients
The following is a sample list of clients and speaking engagement sponsors during the last 15 years.
ADNET Community Foundation Conference (14 sessions)*
Advanced Conference for American Cancer Society*
American Bar Association National Conference
American Cancer Society's Distinguished Gifts Conference*
American College Philanthropy Series*
American Council on Gift Annuities Conference (2004-2010)
Athens Area Community Foundation
Athens Estate Planning Council
Atlanta Estate Planning Council*
Birmingham Planned Giving Council
Boston Foundation*
Canadian Association of Gift Planners, Advanced Symposium
Central Kentucky Planned Giving Council/AFP
Central Massachusetts Planned Giving Council
Central New York Community Foundation
Charles Schwab IMPACT Conference*
Chicago Planned Giving Council
Colorado Planned Giving Roundtable Annual Conference*
Communities of Coastal Georgia Foundation
Community Foundation Serving Richmond
Community Foundation for Greater Atlanta*
Community Foundation for Greater New Haven
Community Foundation for Palm Beach and Martin Counties
Community Foundation for Sarasota County
Community Foundation for the Fox Valley Region
Community Foundation of Abilene
Community Foundation of Central Georgia
Community Foundation of Eastern West Virginia
Community Foundation of Greater Birmingham
Community Foundation of Greater Lorain
Community Foundation of Greater Ft. Wayne
Community Foundation of North Central Washington
Community Foundation of Northern Colorado
Community Foundation of South Alabama
Community Foundation of South Wood County
Community Foundation of the Chattahoochee Valley
Community Foundation of Western North Carolina
Community Foundation Serving Richmond
Community Foundations Financial Officer & Administration Group *
Community Foundaitons of the Hudson Valley
Council on Foundations Community Foundation National Fall Conference (26 sessions)
Council on Michigan Foundations*
Crescendo Interactive Practical Planned Giving Conference
Dallas Foundation
Dayton Planned Giving Council
Denver Foundation
Fairfield County Community Foundation
Fidelity Charitable Gift Fund Advisor Symposium
Financial Advisor Symposium
Florida Community Foundation Conference*
Foundation of Chatahoochee Valley
Georgia Planned Giving Annual Conference*
Georgia Planned Giving Council
Georgia Prospect Researchers Conference
Georgia Society of CPAs
Greater Cincinnati Foundation
Greater Milwalkee Foundation
Greater New Orleans Foundation
Greater Salina Community Foundation*
Greater Tacoma Community Foundation
Gulf Coast Community Foundation of Venice*
Hartford Foundation
Hamilton Community Foundation
Hebrew Home of Greater Washington
Houston Jewish Community Foundation
Indiana Grantmakers Alliance
International Association of Financial Planners
International Association of Prospect Researchers
Interstate AFP Conference
Jacksonville Jewish Foundation*
Jewish Community Foundation of Broward
Jewish Federations of North America
Jewish Federation of Cincinnati
Jewish Federation of Greater Atlanta
Jewish Federation of Greater Washington
Jewish Federation of South Palm Beach County
Kalamazoo Community Foundation
Kansas Association of Community Foundations
Kotchis Fitz Philanthropy Roundtable, San Francisco
Larger Community Foundation Conference
Lorman Educational Institute
Macon Estate Planning Council*
Marin Community Foundation
Memphis Planned Giving Council
Merrill Lynch Philanthropic Services Group*
MidAmerica Planned Giving Council
Mid Iowa Planned Giving Council
Minnesota Planned Giving Conference
National Boys & Girls Clubs of America Conference*
NCPG/PPP National Conference (2004-2010)
Nebraska Planned Giving Council*
New Hampshire Charitable Foundation
New Jersey Planned Giving Conference*
North and South Carolina Planned Giving Conference (Kanuga)*
North Central Washington Estate Planning Council
North Fulton CPAs
North Georgia Estate Planning Council*
Northeast Community Foundations*
Northeastern University
Northern California Planned Giving Conference*
Northern Colorado Community Foundation
Northern Illinois Planned Giving Council
Northern Ohio Planned Giving Council
Northwest Georgia Estate Planning Council
Northwest Planned Giving Roundtable*
Oklahoma City Community Foundation*
Oklahoma Planned Giving Council
Orange County Community Foundation
Parkersburg Area Community Foundation*
Partnership for Philanthropic Planning-Nebraska
Pensacola Estate Planning Council
Pittsburgh Planned Giving Conference*
Planned Giving Council of Central Indiana
Planned Giving Council of Central Massachusetts
Planned Giving Council of Northeast Florida*
Planned Giving Council of Palm Beach
Planned Giving Group of New England
Planned Giving Group of New York City
Princeton Area Community Foundation
Rhode Island Foundation
Rhode Island Planned Giving Council
Rochester Area Community Foundation
Schwab Institutional/Schwab Charitable*
Seventh Day Adventists National Conference
Southeastern Council on Foundations and Council of Southwest Foundations
Southeastern Council on Foundations Annual Meeting*
State Street Bank
Tampa Bay Planned Giving Council
University of Texas of the Permian Basin and The Permian Basin-Area Foundation
Vero Beach Planned Giving Council
Virginia Planned Giving Council
Wachovia Planned Giving Summit
Washington Planned Giving Council
- * Indicates Multiple Speeches
- Reviews
- "Bryan’s recent program for our local Bar Association fully engaged everyone present and generated
comments including, “excellent,” “understandable,” “very interesting,” and “the time just flew by!” Referrals
from these attorneys are integral to our organization’s success, so we were really pleased to offer them
such useful information." Margo Hirth, Community Foundation of Lorain County
- "Bryan's memorable case studies and examples have created quite a buzz among our local advisor
community, prompting professionals to take a fresh look at valuable non-cash assets their clients might
tap to support their favorite charities. He makes it easy – even enjoyable! – for staff to tackle
organizational shortcomings and thereby enhance the Foundation's future strength and success. Certainly
one of our most effective and entertaining educational sessions to date!" Kim Petersen, Community
Foundation for the Fox Valley Region
- Comments from Evaluation Forms
- "Bryan manages to both educate and inform, which is rare. His ideas are valuable and intriguing." – Mark
Schubert, attorney, Appleton, WI - "Extremely valuable info and impressive to have a speaker of this caliber share his expertise."
- "Great speaker. Never a dull moment!"
- “Very informative and fun presentation. Invite Bryan back.”
- “Case studies were very helpful. I appreciate the use of simple terms and concepts.”
- “One of the best presentations I've been to. It was informative and easy to understand. He made it basic.”
- “He can’t make this stuff up! I love to hear his experiences!”
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