Community Foundation to be host of seminars about top charitable trends on June 23

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QUINCY — Although charitable giving is constant, the approaches to it, strategies behind it and impact of it continually evolves. The Community Foundation Serving West Central Illinois and Northeast Missouri will host speaker Bryan Clontz for free learning seminars at 11:30 a.m. Thursday, June 23, to discuss top charitable trends for professional advisors and individual donors. 

Wealth planners, attorneys, bankers, CPAs and other advisors who work with charitably-inclined individuals are invited to attend a luncheon seminar, “Top 10 Charitable Trends Every Advisor Should Know in 2022.” Attendees will learn about tax planning opportunities under recent tax acts, popular gift vehicles and assets, motivations for giving, engaging clients across generations and more. Continuing education credits are offered for this seminar, including two MCLE credits and two CTFA credits for Illinois and Missouri practitioners.

The seminar will take place at the Quincy Country Club. Registration is required. 

People interested in learning how to make the most of their own charitable giving are invited to a dinner seminar the same evening at The Patio Restaurant and Longue at 5:30 p.m. The topic of the evening seminar will be “Top 5 Charitable Trends Every Donor Should Know in 2022.” Seating is limited and reservations are required. 

Registration is required for both events by June 17. To learn more or to register for either event, contact the Community Foundation at 217-222-1237 or visit www.mycommunityfoundation.org/events

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 is 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 also is 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. Clontz also created the National Gift Annuity Foundation, the largest national independent gift annuity platform.

Clontz authored a book called “Charitable Gifts of Noncash Assets,” a planned giving manual entitled “Just Add Water” and a dozen articles in financial services and planned giving journals. He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes. 

Programs are made possible by presenting sponsors Mercantile Bank-United Community Banks and Benson Financial, and partner sponsors TI-Trust and Stevenson-Paxton Group of Wells Fargo Advisors. 

The Community Foundation Serving West Central Illinois and Northeast Missouri builds permanent charitable funds to assist area nonprofits and communities. It serves 12 counties: Adams, Brown, Hancock and Pike in Illinois and Clark, Lewis, Marion, Ralls, Pike, Knox, Shelby and Monroe in Missouri.   The Community Foundation has IRS 501(c)(3) status, and contributions made to the Community Foundation generally qualify for the maximum allowable deductions for income and estate tax purposes.  

For more information, call 217-222-1237, email info@mycommunityfoundation.org or go to www.mycommunityfoundation.org or www.facebook.com/mycommunityfoundation.

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