Conversation & Coffee - Wednesday, June 17, 2026
Never Decline a Gift Again!... A Planned Giving Outsource Directory from A-Z
June 17th, 2026, 12:00 pm - 1:00 pm
Zoom Meeting
Register by June 16th, 2026
FREE
TOPIC: Never Decline a Gift Again!… A Planned Giving Outsource Directory from A-Z
This highly interactive session will cover the 26 most common gift planning challenges. Outsourced alternatives will be offered as a way to solve the problem or capture the gift for each scenario. Attendees will learn to be much more patient before declining a gift, and with the directory will have specific descriptions and contact information to seek assistance. There will be a practical discussion on the costs and benefits of internal acceptance as well as external options.
Learning Objectives include:
- How to prospective gifts can be outsourced so that they aren’t declined
- How to implement a giving risk management continuum
- Attendees will have a resource directory for many of the most complicated, but common giving challenges
PRESENTER:
Bryan K. Clontz, Ph.D., CFP®, CLU®, ChFC®, CAP®, RICP®, CBP, ChSNC®, CEPA®, AEP® Distinguished
Bryan 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 is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust – two national donor advised funds focusing on non-cash assets generally and S-corp/UBIT transactions respectively. These foundations have raised over $5 billion in noncash gifts. He also created the National Gift Annuity Foundation which is the largest national independent gift annuity platform.
In the decade prior to founding Charitable Solutions, LLC in 2003, 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.
He holds a bachelor’s of science in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; a master’s degree in financial services as well as a Ph.D. in retirement and financial planning from The American College of Financial Services in Bryn Mawr, PA.
WHAT: Conversation & Coffee
WHEN: Wednesday, June 17, 2026
TIME: 12:00 PM – 1:00 PM ET
LOCATION: Zoom Meeting
WHO: GCPGC members and guests
Cost: Free for all attendees, thanks to our sponsor, The Fifth Third Foundation.
Bring a colleague or board member to learn what the GCPGC is about…
If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.
Members of the 2026 Conversation & Coffee Committee are Amy Cheney of Crayons and Beyond, Retired, Jeff Lydenberg of PG Calc, Retired and Conrad Thiede of Cincinnati Public Radio. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at http://www.gcpgc.org.
MARK YOUR CALENDAR: Conversation and Coffee is hosted, typically, the 3rd Wednesday of each month.