Client List & Testimonials

    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