Wed
02
Jul
2003

Bryan K. Clontz

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Bryan Clontz

Bryan Clontz is President and Co-Founder of Charitable Solutions, LLC — a charitable gift annuity risk management, gift annuity reinsurance brokerage and non-cash asset consulting firm. For the last decade, he served as Vice President of Advancement at The Community Foundation for Greater Atlanta, and was formerly Director of Planned Giving at the national office of Boys & Girls Clubs of America and Director of Planned Giving for the United Way of Metropolitan Atlanta.

He received a B.S.B.A from the College of Charleston, a M.S. in risk management and insurance from Georgia State University and a M.S. in Financial Services from the American College. At 24, Bryan became the youngest South Carolinian to ever earn the certified financial planner designation (CFPr), and subsequently earned the chartered life underwriter (CLU), chartered financial consultant (ChFC), accredited estate planner (AEP) and chartered advisor in philanthropy (CAP) designations. For the last six years, he has served as a part-time graduate personal financial planning instructor at Georgia State University. He has given more than 400 presentations on financial planning and planned giving topics and has co-authored a chapter in an international insurance textbook, has written more than a dozen articles in financial services and planned giving journals and a planned giving manual entitled Just Add Water which has sold more than 2,000 copies. Bryan also chaired the inaugural statewide Leave a Legacy Georgia! campaign. He has served as an expert witness related to charitable gift annuity default and reinsurance related to an Arizona charitable bankruptcy.

Bryan serves on the Editorial Board of the Planned Giving Design Center, on the Advisory Board of the American College's Chartered Advisor in Philanthropy (CAP) designation program and on the Rates Committee for the American Committee on Gift Annuities. He has served on the Board of the Georgia Planned Giving Council for six years, was an Increasing Philanthropy Committee member for the Southeastern Council on Foundations, co-authored the CLE materials on Private and Public Foundations distributed in twelve states, and has served as a community foundation Advancement Network board member for three years. He also founded a national donor advised fund, the Dechomai Foundation, with the sole purpose of receiving "sticky" non-cash assets, liquidating them and then immediately granting the net proceeds.

Mr. Clontz can be reached at (404) 375-5496; Fax: (404) 299-5772 and bclontz@sprynet.com