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Many fundraisers are typically, and understandably, focused on simple cash transactions. They’re top-of-mind and ensure bottom-line goals are met. But in focusing on cash, many development professionals miss out on what is typically the lion’s share of a donor’s wealth: Their assets. In this episode of the Gift Planning Development podcast, Joe sits down with noted expert Bryan Clontz, president/founder of Charitable Solutions, to talk about non-cash assets and how they can dramatically improve fundraising outcomes. Clontz has extensive experience in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and cryptocurrency and life insurance appraisals and audits.

Bryan Clontz: The Real Money is in Assets
Gift Planning Development Podcast

 
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