Bryan Clontz
Founder & President
Charitable Solutions, LLC
Sessions
Learning Cohort 1: Professional Advisors
1:00 PM - 2:30 PM Wed
27 Things Community Foundations Do that Drive Me Nuts
9:45 AM - 10:45 AM Thu
Bryan K. Clontz Ph.D., CFP®, CLU®, ChFC®, CAP®, RICP®, CBP, ChSNC®, CEPA®, AEP® Distinguished Bryan is the founder and President of Charitable Solutions, LLC (2003), specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as business, virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz (2002) – a community foundation management consulting firm. Bryan is the founder of the Dechomai Foundation, Inc. (2003) and the Dechomai Asset Trust (2007) - two national donor advised funds focusing on non-cash assets generally and S-corp/UBIT transactions respectively. These foundations have raised over $7 billion in noncash gifts and granted over $4 billion. He is also the founder of The Emergency Assistance Foundation, Inc. (2010) – a national charity allowing over 400 employers to create emergency assistance and disaster relief funds for their more than 14 million global employees. He also created the National Gift Annuity Foundation (2003) which is the largest national independent gift annuity platform with over 400 charitable partners and 1,400 gift annuities. In the decade prior to founding Charitable Solutions, LLC, he served as vice president of advancement at The Community Foundation for Greater Atlanta. He received a bachelor’s of science in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; a master’s degree in financial services as well as a Ph.D. in retirement and financial planning from The American College of Financial Services in Bryn Mawr, PA (Dissertation: Charitable Gift Annuity Solvency Regulation).