Our principals have provided consulting services to the following charities/companies since 2003.
ALS National Foundation
Aircraft Owners and Pilots Association
American Cancer Society, National Headquarters
American Council on Gift Annuities
Arkansas Community Foundation
Ashland University
Athens Area Community Foundation
AYCO Financial Services (a Goldman Sachs Company)
Back to the Bible Foundation
Baltimore Community Foundation
Baptist Foundation of Oklahoma
Barnabas Foundation
Berkshire Taconic Community Foundation
Blue Grass Community Foundation
Boston Foundation
Boys & Girls Clubs of America, National Office
Brethren Foundation Church of the Brethren Benefit Trust
California Province of the Society of Jesus
Cape Coral Community Foundation
Catholic Extension Society
Central Indiana Community Foundation
Central New York Community Foundation
Chaminade University
Chemeketa Community College Foundation
Chesapeake Bay Foundation
Children's Healthcare of Atlanta
Chilton Memorial Hospital
Christian Church Foundation
Clemson University Foundation
Cleveland Foundation
Coastal Georgia Community Foundation
Columbus Regional Hospital Foundation (IN)
Communities of Coast Georgia Foundation
Community First Foundation
Community Foundation for Eastern West Virginia
Community Foundation for East Central Florida
Community Foundation for Greater Atlanta
Community Foundation for Greater Buffalo
Community Foundation for Greater New Haven
Community Foundation for Palm Beach and Martin Counties
Community Foundation for Northeast Georgia
Community Foundation of Abilene
Community Foundation of Broward
Community Foundation of Central Georgia
Community Foundation of the Chattahoochee Valley
Community Foundation of the Fox Valley Region
Community Foundation of Greater Birmingham
Community Foundation of Greater Fort Wayne
Community Foundation of Greater Greensboro
Community Foundation of Greater Jackson
Community Foundation of Greater Lorain County
Community Foundation of Herkimer and Oneida Counties
Community Foundation of Indian River County
Community Foundation of Louisville
Community Foundation of Greater New Haven
Community Foundation of Northwest Georgia
Community Foundation of North Florida
Community Foundation of North Central Washington
Community Foundation of Northern Colorado
Community Foundation of Santa Cruz County
Community Foundation of Sarasota County
Community Foundation of South Alabama
Community Foundation of South Wood County
Community Foundation of Southeastern Michigan
Community Foundation of Tampa Bay
Community Foundation of the Chattahoochee Valley
Community Foundation of Western Massachusetts
Community Foundation of Western North Carolina
Community Foundation Serving Boulder County
Community Foundation Serving Richmond & Central Virginia
Community Foundations of Florida
Community Foundaitons of the Hudson Valley
Council of Michigan Foundations
Crescendo Interactive
Dallas Foundation
Dale Earnhardt Foundation
Davidson College
Dayton Foundation
Dechomai Foundation
Defenders of Wildlife
Denver Foundation
Duke University
Erie Community Foundation
Elon University
Evangelical Lutheran Church of America
Fairfield County Community Foundation
Father Flanagan Boys' Home
Fidelity Charitable Gift Fund
Florida Federation of Community Foundations
Foothills Community Foundation
Gainesville Community Foundation
Georgia State University
Gift Planning Council of New Jersey
Girl Scouts of the USA
Goldman Sachs Charitable Fund
Gonzaga University
Grand Rapids Community Foundation
Greater Cincinnati Foundation
Greater Milwaukee Foundation
Greater New Orleans Foundation
Greater Salina Community Foundation
Greater Tacoma Community Foundation
Gulf Coast Community Foundation of Venice
Hamilton Community Foundation
Hartford Foundation for Public Giving
Hebrew Home of Greater Washington, DC
Hillsdale College
Houston Jewish Community Foundation
Indian River Community Foundation
Indiana Grantmakers Alliance
Intermountain Healthcare
Jacksonville Jewish Foundation
James Madison University
Jewish Federation of Broward County
Jewish Federation of Greater Atlanta
Jewish Federation of Cincinnati
Jewish Federation of Greater Washington
Jewish Federations of North America
Kalamazoo Community Foundation
Kansas Association of Community Foundations
La Salle University
Loma Linda University
Lutheran Community Foundation
Maine Community Foundation
Marin Community Foundation
Mennonite Brethren Foundation
Michigan State University Foundation
Miami Foundation
MidAmerica Planned Giving Council
Mid Iowa Planned Giving Council
Morgan Stanley Smith Barney GIFT
Mutual of Omaha/United of Omaha
National Center on Family Philanthropy
National Christian Foundation
National Philanthropic Trust
Natural Lands Trust
Nature Conservancy
New Hampshire Charitable Foundation
New York Life Insurance Company
Norfolk Foundation
Northeastern University
Northern Illinois University
Northwest Arkansas Community Foundation
Oklahoma City Community Foundation
Oklahoma United Methodist Foundation
Ohio State University Foundation
Opportunity International
Orange County Community Foundation
Oregon Health & Science University Foundation
Parkersburg Area Community Foundation
Permian Basin Area Foundation
Presbyterian Foundation
Princeton Area Community Foundation
Rhode Island Foundation
Rochester Area Foundation
Roncolli Foundation
St. Lawrence University
Saint Joseph's Hospital of Atlanta, Georgia
San Diego Foundation
San Francisco Foundation
Schwab Fund for Charitable Giving
Seattle Community Foundation
Senior Source
Seventh-Day Adventist Church
Shepherd Center
Southeastern Council of Foundations
Southwestern Medical Foundation
Spartanburg County Foundation
UJA Federation of Northern New Jersey
United States Naval Academy Foundation
United Way of America
United Theological Seminary
University of California, San Francisco
University of Pennsylvania
University of South Carolina Foundation
University of Wisconsin Foundation
US Trust Charitable Services
Vanguard Charitable Endowment Program
Wells Fargo (formerly Wachovia)
Westminster Canterbury
Williams College
Winston-Salem Foundation
Wycliffe Foundation
York County Community Foundation
- Bryan has spoken more than 500 times to various audiences/groups which can be seen here.
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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