Non-cash assets such as real estate, closely held business interests, and collectibles represent a massive and largely untapped opportunity in charitable giving. While these assets are estimated to total between $40 and $60 trillion in value, they make up less than 2% of all charitable donations. For financial professionals working with affluent clients, understanding how to leverage these assets is essential to providing effective tax and philanthropic planning strategies.
Join us on Tuesday, June 10, 2025, from 12:00 to 1:00 pm Eastern for an engaging webinar featuring Bryan Clontz Founder and President of Charitable Solutions LLC. This webinar is free for both members and non-members, thanks to sponsorship by the American Cancer Society. CE credits are also available.
Bryan will lead a case study-based presentation designed to help financial professionals assist clients who are interested in donating farmland, mineral rights, business interests, or other unique non-cash assets. Through real-world examples and interactive discussion, attendees will learn how to help clients turn underutilized assets into powerful charitable gifts.
This webinar will explore:
- How to identify and evaluate the potential of various non-cash assets.
- Challenges and opportunities in donating different types of assets.
- Strategies to help clients maximize charitable deductions.
- Charitable planning techniques tailored to complex or illiquid assets.
Register today to gain insights and practical tools you can put to use!
