November 7, 2013
Marriott Beachside Hotel
Presented by CFFK and Mason Investment Advisory Services

Join us for a series of educational and engaging workshops on new trends and key strategies in charitable giving featuring nationally-known consultant and author, Bryan Clontz.

Top 10 Trends in Charitable Giving

Learn about the Top 10 trends in charitable giving, and why what’s happening now is important for the future. Plus, explore how to maximize deductions through untapped, unique assets. This workshop is certified for 2 hours of CLE/CPE credit for attorneys and accountants and is cosponsored by the Monroe County Bar Association and the Florida Keys Chapter of the FICPA.

Designed For: Donors, Legacy Society members, professional advisors, and anyone
interested in the topic

Cost: $25, includes breakfast.
Time: 8:30 to 10:30 a.m.

Powerful Planned Giving… with a Shoe-String Staff and Budget

Learn how to create a robust planned giving program for your nonprofit with no money in 2-3 hours per month.
Designed For: Board, staff, and volunteers of nonprofit organizations and anyone interested in the topic

Time: 12:00 to 2:00 p.m
Cost: $30, includes lunch.

Creative Charitable Giving with Non-Cash Assets for Professional Advisors

Learn how to maximize your clients’ deductions through untapped assets such as real estate, life insurance, privately-held corporations and limited partnerships, and other unique, noncash assets.
This workshop is certified for 2 hours of CLE/CPE credit for attorneys and accountants and is cosponsored by the Monroe County Bar Association and the Florida Keys Chapter of the FICPA.

Designed For: Professional advisors

Featured Presenter:
Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP, is the president and co-founder of Charitable Solutions, LLC, a planned giving risk management consulting firm. Charitable Solutions focuses on noncash asset receipt and disposition, and charitable gift annuity risk management. Bryan has advised more than 150 community foundations. In addition to writing articles for financial services and planned-giving journals, he authored a planned giving manual entitled Just Add Water.

Time: 5:30 to 7:30 p.m.
Cost: $35, includes lunch.

All sessions will be held at the Marriott Beachside Hotel, 3841 N. Roosevelt Blvd., Key West.
All sessions are open to the public. Please register separately for each workshop by Nov. 1st.
Questions? Email cffk@keysapp8.dca.expr.net/cffk or call 305-292-1502.