05/29/2026
Yesterday, we hosted our most successful Professional Advisor Continuing Education webinar to date, with 107 registrants and 60 advisors joining us live "in the room" (with many more tuning in via the recording!).
A massive thank you to our guest speaker, Bryan Clontz, for delivering an incredibly insightful session. Whether simplifying the vocabulary, demystifying the tools and strategies, or asking the right questions, the webinar offered practical suggestions to help advisors ensure that philanthropy remains top of mind, relevant, and engaging for their clients. Through these actionable insights, Bryan reminded us why philanthropy remains a cornerstone of wealth, tax and estate planning advising, and highlighted how critical it is for advisors to partner directly with nonprofits to align a donor’s intention with true community needs.
👉 Missed the live session? You can check out the recording here and contact our gift planning team with any questions or thoughts at [email protected].
https://youtu.be/EfjyW25qcgU?si=cAerRIL6UxK75PUl