| Clients & Comments |
Our principals have provided consulting services to the following
charities/companies since 2003.
ALS National Foundation
American Cancer Society, National Headquarters
AYCO Financial Services (a Goldman Sachs Company)
Barnabas Foundation
Blue Grass Community Foundation
Boston Foundation
Boys & Girls Clubs of America, National Office
Central Georgia Community Foundation
Central Indiana Community Foundation
Chemeketa Community College Foundation
Cleveland Foundation
Community Foundation of Louisville
Community Foundation of Boulder
Community Foundation of the Foothills, SC
Community Foundation for Greater Atlanta
Community Foundation of Greater Lorain County
Community Foundation of Herkmer and Oneida Counties
Community Foundation of North Florida
Community Foundation of North Central Washington
Dale Earnhardt Foundation
Davidson College
Dayton Foundation
Dechomai Foundation
Elon College
Fidelity Charitable Gift Fund
Georgia State University
Grand Rapids Community Foundation
Greater Cincinnati Foundation
Greater Jackson Community Foundation
Greater Milwaukee Community Foundation
Greater New Orleans Foundation
Gulf Coast Community Foundation of Venice
Hartford Foundation
Hebrew Home
Intermountain
Lutheran Community Foundation
Mutual of Omaha/United of Omaha
National Center on Family Philanthropy
National Christian Foundation
National Philanthropic Trust
Northeast Georgia Community Foundation
Northwest Arkansas Community Foundation
Northwest Georgia Community Foundation
OHSU Foundation
Oklahoma City Community Foundation
Ohio State University Foundation
Orange County Community Foundation
Parkersburg Area Community Foundation
Permian Basin Community Foundation, TX
Princeton Area Community Foundation
Rhode Island Foundation
San Francisco Foundation
Schwab Fund for Charitable Giving
Seattle Community Foundation
Senior Source Foundation
Southeastern Council on Foundations
United States Naval Academy Foundation
University of California, San Francisco
University of Pennsylvania
University of South Carolina
University of Wisconsin Foundation
US Trust Charitable Services
Vanguard Charitable Endowment Program
Winston-Salem Foundation
Comments from some of our clients
“Charitable Solutions is an incredible resource for us. Their audit of
our planned giving program helped to raise the visibility of our effort
internally with the Board and externally with the advisor community.
We recently hired Bryan Clontz to present to a group of professional
advisors on gifts of complicated assets. The presentation was
attended by some of Boston ’s most experienced advisors and was
extremely well received. We have also hired the firm to train our staff
on receiving gifts of complicated assets which is helping to streamline
our process. I would recommend Charitable Solutions to any
community foundation wanting to elevate their overall development
effort.”
Ruben D. Orduña,
VP for Development, The Boston Foundation
“Charitable Solutions is there for us with expert counsel and technical
assistance whenever we need them. Bryan Clontz's experience and
candid (but incredibly effective) style has transformed our
development efforts by conducting an internal audit, making
restructuring recommendations, and helping engage our Board in the
process. Their team also plays an instrumental role in advising and
reviewing us on challenging non-cash contributions. They are pros all
the way around!”
Rob MacPherson,
VP for Development, Central Indiana Community Foundation
"We learned about the services of Charitable Solutions from a
recommendation of their previous clients and we could not have been
more pleased. Their review and recommendations on our charitable
gift annuity program was excellent. We are now going to engage them
on a second project."
Mike Parks
President, The Dayton Foundation (Ohio)
"Bryan helped us save a major real estate gift by offering several
possible solutions. Without his advice, I doubt the 7-figure CRT (which
will eventually roll into a donor advised fund) would have occurred."
Connie Hendrix-Kral, Ed.D.
Director for Donor Relations, Northwest Arkansas Community
Foundation
"Charitable Solutions analysis of our gift annuity pool gave us peace
of mind and helped fine-tune our approach. The CS method uses hard
data, sound quantitative concepts, and has no preconceived notions of
how a gift annuity pool should be invested and risk managed. It is a
client centered approach."
David W. Brown, Ph.D., CFP
Director of Planned Giving, Georgia State University
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