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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

 
 
00:00 / 44:59
 
1X
 
Conversational Fundraising Online Workshop, with Joe Tumolo, CAP®Register by July 15th!

Why this workshop?

The fundraising climate is continually evolving. The same old way of fundraising just doesn’t cut it anymore. Donors are more discerning and savvier. They are busier than ever and there are more non-profits all competing for the same charitable dollars. Fundraisers need to adapt to this ever-changing climate. Donors don’t want to waste time. They want to be in control. They need to feel that they are being heard.

  • Date: Tuesday, July 21st
  • Time: 9:30 am to 11:30 am
  • Price = $95 per person**
  • Workshop Format: Zoom 2-hour session
  • Signup Deadline: July 15th

** All who Register will receive a FREE download of Joe’s book: Go See People: Grow your fundraising program – Kindle Edition.

Register Today
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