Presented by Bryan Clontz

The gift plan design, due diligence, and ownership transfer are complete and the written acknowledgment is delivered to finalize the gift over the goal line. Congratulations! Now you may want to “set it and forget it” to move on to the next project. Don’t move on too quickly! This session will cover all the post-donation situations that may still need your attention. Attendees will learn: ž The major real estate post-donation considerations (utilities/insurance, tenants/leases, property management, sales/closing process, tax escrows); ž The major business interest post-donation considerations (minority vs. majority, voting shares, F-reorg, closing of the books, sales/closing process, reps/warranties, rollover equity, escrows and earnouts, notes, UBIT); ž  The major international asset post-donation considerations (everything above plus regulatory issues/filings, controlled foreign corporation rules (CFC), passive foreign investment company (PFIC), language/currency conversion).

Bryan Clontz is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as business, virtual currency and life insurance appraisals/audits. Bryan also founded the Dechomai Foundation, Inc. and the Dechomai Asset Trust--two national donor advised funds focusing on non-cash assets. These foundations have raised over $5 billion in noncash gifts. In the decade prior to founding Charitable Solutions, LLC, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta. In all those positions, he worked with HNW and UHNW individuals and families on complex charitable plans. He also was a partner in a NAPFA-registered fee-only financial planning firm, Tombs Moody & Clontz from 1995-2003. Bryan has served as a volunteer leader for the American Council on Gift Annuities, the National Association of Charitable Gift Planners and The American College Chartered Advisor in Philanthropy program. In 2022, he was inducted into the National Association of Estate Planning Councils Hall of Fame.

Contact

Sara Nash