Featured Speaker: Bryan Clontz
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.
He also serves as Senior Partner of Ekstrom Alley Clontz, a community foundation management consulting firm.
Read More about Bryan here:
Professional Advisors Education and Social Event Details:
Guest Speaker: Bryan Clontz, Founder and President of Charitable Solutions, LLC.
Presentation Name: The Top 10 Charitable Trends Every Advisor and Donor Should Know in 2025.
When: September 23rd, 2025
Where: Brewhalla | 1702 1st Ave N, Fargo, ND 58102
Doors will open at 3:00 pm, with a presentation by Bryan Clontz from 3:30 pm to 4:45 pm. Happy Hour will follow until 6:00 pm.
Drinks and appetizers will be provided.
RSVP Here: or email lexi@areafoundation.org
Presentation Highlights:
- Overview of the top 10 charitable planning trends that are reshaping the industry in 2025
- Emerging “hot” vehicles and assets gaining popularity in charitable giving
- Impact of shifting demographics on philanthropic strategies and planning
- Evaluation of advisor performance: How well are advisors serving clients in charitable planning today?
- Navigating the flood of charitable information: How advisors and nonprofits are adapting to increasingly accessible resources
- Key insights into the evolving charitable landscape that every advisor should understand to stay relevant
- Provocative questions and real-world examples that challenge conventional thinking in philanthropic advising
Continuing Education Credits Available:
- Minnesota State Bar Association (MSBA) – 1.0 ND CLE credit – Event #534307
- Certified Financial Planner (CFP) Board – 1.0 CE credit – Program #339723
- State Bar Association of ND (SBAND) – 1.0 ND CLE credit – Event #20250923FMAF
- Or, Self-Certify
