Community Foundation of South Jersey's inaugural educational forum for professional advisors will feature a slate of nationally known experts in charitable giving strategies, techniques, and policy.  The event will be held:

	Bryan Clontz, CFP, CLU, ChFC, AEP, CAP Creative Charitable Planning with Non-Cash Assets Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. How would you help a client who wants to donate a painting, horse or beach house to charity? Non-cash assets such as real estate, closely held stock, collectibles, etc., are estimated to be a $40-60 trillion market. Yet non-cash assets represent less than 2% of all charitable gifts. Bryan Clontz will cover how to potentially maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate the key points for both non-profit and for-profit professionals.
	Phil Cubeta, CLU, ChFC, MSFS, CAP Engaging High Capacity Donors for Inspired Outcomes Learn how to engage the highest capacity donors to help them achieve positive impact for themselves, their family, and for the nonprofits they love, lead, and support. By the end of this presentation, you will be able to conduct a “donor dialogue” that will elicit the client’s highest aspirations for self, family, and society, understand your role at the gift planning table, whether you are an advisor or a nonprofit professional and be able to collaborate effectively with allied professionals to help clients and donors create the most meaningful legacies.
	Janne G. Gallagher What's Hot and What's Not on Capitol Hill (and elsewhere in the country) Can anyone in Washington agree on anything? Ms. Gallagher will update the audience on developments in Washington on issues of interest to your clients and the charitable organizations they support. Among the topics she will discuss are the continued deductibility of charitable contributions -- caps, floors and the “Buffet rule”; charitable IRA rollover; private foundation excise tax on investment income; estate tax and prospects for tax reform and charity issues likely to be on the table. Ms. Gallagher will also touch on significant developments in state legislation including the Uniform Supervision of Charitable Assets Act.