Create a Jewish Legacy
Training Institute
Session II: Asking for the Gift
WHO:
Create a Jewish Legacy Partners Only
At Least One Professional and Two Lay Leaders; more are welcomed.
WHEN:
Wednesday, March 28, 2012: 8:30 a.m. – 10:30 a.m.
WHERE:
Zinman Hall | 9901 Donna Klein Blvd. Boca Raton, FL 33428
WHAT TO BRING (Homework from Session I):
Develop Bequest/Endowment Case Statement (Examples are attached for your reference)
Prospecting Plan (See Team Exercise attached for your reference)
Board Meeting Report: (Select/Recruit Board Champion – Present at Board or Solidify 15 Minute Presentation at Future Meeting)
RSVP for all attending by emailing micheleb@bocafed.org
FACILITATOR:
Bryan Clontz, President and Co-Founder of Charitable Solutions, LLC
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Bryan is president and co-founder of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, life insurance appraisals and CRT/CGA investment management. He also serves as a Senior Consultant for Ekstrom & Associates –a Connecticut-based community foundation consulting firm.
He has given more than 400 presentations on financial planning and planned giving topics; been published in an international insurance textbook; and written more than a dozen articles in financial services and planned giving journals, including a planned giving manual entitled Just Add Water, which has sold more than 2,000 copies. Bryan chaired the inaugural statewide Leave a Legacy Georgia! campaign. He has also served as an expert witness on charitable gift annuity default and reinsurance and is the co-inventor of a CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite).
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CO-CHAIRS:
David Katzman, CPA, Anne Jacobson & Norman Jacobson
VICE CHAIR:
Mark Schaum, Esq. CPA
A training session specifically designed for our Create a Jewish Legacy Partners.
Breakfast and Beverages will be served – Dietary Laws Observed
RSVP for all attending by emailing micheleb@bocafed.org
For more information, please contact Michele Becker
at 561-852-3173 or micheleb@bocafed.org
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Anne and Norman Jacobson
Synagogues & Temples
