NPCF Hosts Event for Community Financial Advisors and Estate Attorneys

On February 16, 2024, the Northern Piedmont Community Foundation (NPCF) hosted a thought-provoking event titled "Lunch, Learn & Network: Top 10 Charitable Trends Every Advisor Should Know" at the PATH Foundation in Warrenton, VA. The event featured a virtual presentation by Bryan Clontz, the esteemed founder and president of Charitable Solutions, LLC, who delved into the dynamic landscape of charitable planning. Bryan led the audience through an exploration of the trends reshaping charitable planning. Attendees gained valuable insights into the current hot vehicles and assets, understanding demographic shifts affecting charitable planning, the challenges of dealing with abundant charitable planning information and the evolving dynamics between charities and advisors.

The event provided a unique opportunity for financial advisors and estate attorneys seeking to stay at the forefront of charitable planning advancements. NPCF is thankful for the opportunity be a catalyst of community-building in this philanthropic space. For those unable to attend, please review these slides from the presentation and reach out to NPCF for continued discussion.