College’s Levy Fellow Presents Lecture
Last week the Jewish Community Foundation, Inc in Cherry Hill, New Jersey welcomed guest speaker and planned giving expert, Bryan Clontz, MSFS, CFP®, CLU®, ChFC®, CAP®, who is the president and founder of Charitable Solutions, LLC.
Clontz is the Leon L. Levy Fellowship holder at The American College, and has extensive experience in the planned giving field, and has spoken to dozens of Jewish community foundations/federations across the country.
His message to all non-profits, in a few words, is that they all need to do a better job of planning for the future by working with donors to establish legacy giving programs in order to stay in business. It is a message that parallels what the JCF believes, and we hope he will inspire these organizations to follow through on this important initiative.
Clontz spoke on "Navigating Charitable Giving Tax Issues for Non-Cash Assets" and delved into ways that donors can give to charity and potentially gain better tax benefits than by giving cash. Later at the event, Clontz spoke to the LIFE and LEGACY participants.
A special thanks was given to JCF Past President Leon L. Levy, CLU®, RHU®, to help arrange Clontz's presentation.
Picture (Leon L. Levy, CLU, RHU, Bryan Clontz, CFP®, CLU®, ChFC®, CAP®, and Sallie B. and William B. Wallace Chair in Philanthropy at The American College Phil Cubeta, CLU®, ChFC®, MSFS, CAP®, pause after Clontz's presentation)
Peter C. Browne LUTCF, Honored by Union Central Life insurance Company for 50 Years of Service
Peter C. Browne, LUTCF was saluted by friends and colleagues for 50 years of service to Union Central and UNIFI in New York City this month. His wife, Mibb and their children were on hand for the celebration.
Peter’s management and personal practice have earned him countless awards. He has qualified for the Million Dollar Round Table (MDRT) continuously for over four decades, and for over half of that time has held the distinction of Top of the Table (TOT) membership. His personal practice has placed him consistently in top clubs for Union Central Life and UNIFI Companies, and was among the first to qualify for the Summit when it was founded.
As an agency manager, he and his partners, Stuart Raffel and Arnold Price, garnered top accolades for years—winning Quality Awards, The Cox Trophy, The President’s Trophy and The Crystal Trophy time and time again.
He has been honored with the Lester A. Rosen Humanitarian and Achievement Award in 1998.
The American College has also benefitted from Peter’s leadership and experience. He served three terms as a member of its Board of Trustees and Executive Committeee and received The President's Award for his long-term generosity and voluntary service to The College and its advancement efforts.
He currently serves as Chairman of the American College Foundation Board, and was instrumental in the creation and funding of the Larry R. Pike Chair in Insurance and Investments, sponsored by The Union Central Life Insurance Company and Ameritas Life Insurance Corp.
McDonnell & Jordan featured in Irish America Magazine’s “Wall Street 50”
Friends of The American College, Eileen McDonnell, MSFS, CEO of Penn Mutual Life and Joseph Jordan, Senior Vice President of MetLife and author of "Living a Life of Significance", were recognized in the “Wall Street 50” from Irish America Magazine.
To read the article, click the link below
Congratulations to Eileen and Joe!
Alumnus Fred Sievert Launches Blog
Alumnus Fred Sievert, MSM, has launched a blog at Godrevealed.com. Visit the website to contact Fred and learn more about his career and journey.
"I'm not a typical religious figure...I was president of a Fortune 100 company who realized that God was speaking to me through my experiences, guiding my journey and my success. I believe what I've learned will inspire you."
Fred Sievert, MSM
Former President, New York Life.