20th Annual Balser Symposium
The Balser Symposium is Atlanta's premiere gathering for philanthropic advisors. Join the expert-lead seminar to hone your charitable planning skills, network with like-minded professionals, discover ways to strengthen client relationships, and make Atlanta a more generous and thriving city.
Time & Location
Jan 20, 2026, 8:30 AM – 10:30 AM
Atlanta, 1615 Clifton Rd N E, Atlanta, GA 30329, USA
About the event
For the past two decades, the Balser Symposium has honored the legacy of Jack Balser, who served as Endowment Director of the Jewish Federation of Greater Atlanta and was a champion for strategic philanthropy in the community. Held annually, the symposium brings together professional advisors for a morning of education and networking focused on advancing charitable planning and giving. Each year, a nationally recognized expert in philanthropic advising leads an engaging discussion on emerging trends and technical issues - from planned giving to complex and illiquid gifts - providing valuable insights for advisors dedicated to helping clients achieve their philanthropic goals.
This year’s speaker, Bryan Clontz, is a trailblazer in planned giving and illiquid assets, and currently serves as founder and President of Charitable Solutions, LLC. He will be speaking about the Top 10 Charitable Planning Tools Every Advisor Should Know in 2026.
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