THREE FRUITY FLAVORS OF FAMILY FOUNDATIONS
PRESENTED BY THE NYSSCPA – UTICA CHAPTER
Date: Wednesday October 20, 2010
Place: Radisson Hotel
200 Genesee Street
Utica, New York
Schedule: Registration/Breakfast Buffet: 7:30 - 8:00
Seminar: 8:00 - 10:00
Please join the Utica Chapter of NYSSCPA for this exciting discussion on family foundations. Our speaker, Bryan Clontz, will discuss the attributes of private foundations, community foundations, and supporting organizations and review the advantages and drawbacks of each. Mr. Clontz is the president and co-founder of Charitable Solutions, LLC, and specializes in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, life insurance appraisals and CRT/CGA investment management. His company’s website is: www.charitablesolutionsllc.com. He also serves as a Senior Consultant for Ekstrom & Associates – a Connecticut-based community foundation consulting firm.
This seminar is graciously co-sponsored by The Community Foundation of Herkimer & Oneida Counties and their generous Corporate Partners: Bank of America, Bank of Utica, Carbone Auto Group, Cathedral Corporation, Fastrac Markets, JAY-K Independent Lumber, M. Griffith Investment Services, NBT Bank, Pacemaker Steel & Piping Company, Strategic Financial Services and Staffworks.
Discussion Leader: Bryan Clontz
Course code: 29101101.
The cost for the meeting will be $15 per person.
Please mail your reservation and payment by check to Scott Hosler, c/o Gruver, Zweifel & Scott, LLP, 7936 Seneca Turnpike, Clinton, NY 13323 by Wednesday October 13, 2010. Reservations may also be faxed to 797-0305 or e-mailed to SHosler@gzscpa.com. Checks should be made payable to NYSSCPA – Utica.
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