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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.

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