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ACGA Webinar - The Exciting and Exotic Tales of Mortality Table Assumptions and Gift Planning
Monday, June 26, 2023, 1:00 PM - 2:00 PM EDT
Category: Webinar
Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC® In a land far, far away (Washington, DC), a group of incredibly handsome and beautiful princes/princesses (actuaries) developed mysterious potions and spells (mortality tables) to confuse and befuddle the nobles, knights and peasants (gift planners). As they searched for their king’s treasure (donations), they pondered how this dark magic impacted their lives in so many known and unknown ways (income tax deductions and ACGA rates). And why were the spells developed so, so long ago (2010), only to be unleahsed recently (effective June 1, 2023)… had the prince and princesses eaten poisoned apples that made them sleep for 13 years???!!! And why do different potions/spells have such a dramatic impact on different kinds of friends/foes/dragons (donors)? And what evil sorcery and chemistry is used to create them (mortality table rate construction assumptions)? Space is limited to register early! All participants will receive an electronic copy of the ACGA Mortality Study during the webinar and access to the recorded webinar the day after. Sponsored By
ACGA Members: $50 / ACGA Non-members: $75 Register NowAbout the Speaker
Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tuscon, AZ. 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 transactions, respectively. He is also the founder and president of The Emergency Assistance Foundation, Inc.– a global charity that allows employers to create emergency assistance and disaster relief funds for their employees. As of 2020, EAF works with more than 300 employers and 10 million employees. 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. He received a bachelor’s degree 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; master’s degree in financial services, as well as a Ph.D. in retirement and financial planning from The American College in of Financial Services in Bryn Mawr, PA. (Dissertation: A Study of the Relationship Between Gift Annuity Solvency and Disparate Statutory Insurance Regulation) He has earned the following designations: Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Philanthropy, Accredited Estate Planner, Retirement Income Certified Professional, Certified Bitcoin Professional and Chartered Special Needs Consultant. From 2000-2005 he served as a graduate adjunct professor for both personal financial planning and life insurance in the Department of Risk Management and Insurance at Georgia State University. He serves on the Editorial Board of the Planned Giving Design Center (2000-current), the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation (2001-current), the American Council on Gift Annuities’ Rate Recommendation (2003-2010) and Research Committee (2003-current) and the National Association of Charitable Gift Planners Board, formerly NCPG (2007-2009). He also was a partner in a NAPFA-registered fee-only financial planning firm, Tombs Moody & Clontz from 1995-2003. He has given more than 2,000 presentations on charitable gift planning and community foundation topics (including the National Committee on Planned Giving Conferences, American Council on Gift Annuities and more than 50 speeches at national community foundation conferences – COF, ADNET, FAOG); been published in an international insurance textbook; and authored a book called Charitable Gifts of Noncash Assets, a planned giving manual entitled Just Add Water, and a dozen articles in financial services and planned giving journals. Bryan chaired the inaugural statewide Leave a Legacy Georgia! Campaign involving more than 400 charities. He has served as an expert witness on charitable gift annuity default and reinsurance involving an Arizona charitable bankruptcy and as a donor advised fund expert witness for a Virginia bankruptcy. He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality. He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes. |
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ACGA's Work in New York: Update
Recently, the New York Department of Financial Services in adopting the recently passed NY Bill A4599a officially signed into law on October 25, 2023, confirms that ACGA rates are acceptable for New York donors and charities to follow. As a reminder, ACGA has done the largest mortality survey EVER, and ACGA understands the ratio should be 45/55 (male/Female), and therefore, charities should rely on our rates. Click here to read more about our work in New York.
Charitable Planning Opportunities with Retirement Plans
Contained in the provisions of the Consolidated Appropriations Act of 2023 (“Act”) is the new Secure Act 2.0, which addresses many issues related to retirement planning. Click here to read more.
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