Learning Center

The Top 10 Charitable Trends Every Advisor Should Know Before the End of the Year

5 (5 votes)

These top 10 trends have completely changed the charitable planning landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered

Join us for a deep dive into the top 10 trends that directly impact the charitable planning landscape. Learn about how tax changes are impacting charitable giving, raising the right charitable question at the right time with clients, and all about the hottest charitable planning trends/vehicles following tax act changes.

  1. How tax changes impact charitable giving. 
  2. How to raise the academically-tested right charitable question at the right time with clients. 
  3. The hottest charitable planning trends/vehicles post tax act changes.

John M. Hayes

Senior Vice President of Charitable Estate Planning

American Heart Association

John Hayes is senior vice president of Charitable Estate Planning for the American Heart Association — an organization passionately committed to its mission to be a relentless force for a world of longer, healthier lives.

In his role, John leads the association’s nationwide efforts to obtain charitable contributions of non-cash assets and deferred charitable estate donations.  John’s specialties include gifts funded with cash, equities, life insurance, or property through vehicles such as bequests, charitable gift annuities, beneficiary designations and charitable trusts.

John has championed the AHA’s mission for more than 16 years. Under his leadership, the AHA has:
• Established the American Heart Association Professional Advisor Network, which includes more than 13,000 professionals: including attorneys, financial advisors and wealth managers.
• Created the American Heart Association Donor Advised Fund Program, which provides mission-aligned investing for donors with the AHA Tobacco-Free investment program.
• Expanded the types of non-cash assets accepted for charitable giving — providing our donors with more creative ways to give, including an innovative system that makes it easier for them to make real estate gifts.

Bryan Clontz Ph.D., CFP®, CAP®, AEP®

President

Charitable Solutions, LLC

Bryan 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 also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tucson, AZ.

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The Top 10 Charitable Trends Every Advisor Should Know Before the End of the Year
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Exam
5 Questions  |  2 attempts  |  3/5 points to pass
5 Questions  |  2 attempts  |  3/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available