Professional Advisor Networking and Learning Lunch

Tuesday, November 9

11:30am – 1:00pm

Boatwerks (261 Van Raalte Ave., Holland, MI 49423)

Keynote Speaker Bryan Clontz of Charitable Solutions LLC.

“Top 10 Charitable Trends Every Advisor Should Know”

These top ten trends have completely changed the charitable planning landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the topics that will be covered. 

RSVP by October 29 to Jessica Lynch at jlynch@cfhz.org or 616-994-8856.

Bryan Clontz PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC® 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.

A Wealth of
Charitable Funds

The prudent investment and management of assets is a primary function of the Community Foundation of the Holland / Zeeland Area’s Board of Directors. We currently manage 500 charitable funds:

187

donor advised funds

100

Unrestricted Funds

57

Field of Interest funds

103

scholarship Funds

199

Nonprofit Funds

Advantages of Working with CFHZ

We hope you’ll think of the Community Foundation first when you have your clients’ charitable interests in mind. The Community Foundation offers you and your clients several distinct advantages:

Simplicity

A charitable fund with us is an easy, low-cost alternative to forming and administering a private foundation.

Tax Benefits

We offer maximum federal and state tax benefits.

Flexibility

We accept a wide variety of gifts and have a number of fund options to fit your clients’ needs.

Community Impact

We are deeply involved with the needs in the community and can direct gift dollars to high-impact areas.

Stability

Our standards for investment performance, donor services and grant-making are published and publicly available.

Transparency

The administrative fees assessed by the Community Foundation are available at your request.

Online Access for Your Clients

We offer DonorView, an online portal for donors to view their fund, add to their fund, make grant requests, and more.

Have Questions About Partnering With CFHZ?

Contact Colleen Hill, VP of Development and Donor Services. Colleen is CAP certified and completed the 21/64 program for multi-generational philanthropic advising.