Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP, serves as the president and co-founder of Charitable Solutions,
LLC. Over the last 18 years, he has served as the director of planned giving for the United Way of Metropolitan
Atlanta, director of planned giving at the national office of Boys & Girls Clubs of America and as vice president of
advancement at The Community Foundation for Greater Atlanta. Bryan has extensive experience in planned
giving consulting, charitable gift annuities, non-cash asset receipt/disposition and donor advised funds.
He received a bachelor's degree in business administration from the College of Charleston, a master's degree in
risk management and insurance from Georgia State University and a master's degree in financial services from
The American College. At 24, Bryan became the youngest South Carolinian to earn the Certified Financial
Planner designation (CFP®), and subsequently earned the Chartered Life Underwriter (CLU), Chartered
Financial Consultant (ChFC), Accredited Estate Planner (AEP) and Chartered Advisor in Philanthropy (CAP)
designations.
From 2000-2005, he served as a part-time graduate instructor teaching personal financial planning in the
Department of Risk Management and Insurance in Georgia State University's J. Mack Robinson School of
Business. He has given more than 500 presentations on financial planning and planned giving topics and has
been published in an international insurance textbook. In addition to writing more than a dozen articles for
financial services and planned-giving journals, he authored a planned giving manual entitled Just Add Water,
which has sold more than 2,000 copies.
Bryan served on the National Committee on Planned Giving Board (2007-2010), editorial board of the Planned
Giving Design Center, the Rate Recommendation and the Research Committee of the American Council on Gift
Annuities (2003-2010), and on the Advisory Board of the American College Chartered Advisor in Philanthropy
(CAP) designation program.
Bryan's Publications, Presentations and Professional Service
(In Memoriam) - Mack Johnston, CFA serves as the CEO, COO and co-founder of Charitable Solutions,
LLC. He previously served as managing director of DirectGiving, LLC, a wholly-owned subsidiary of
MagnerNetwork. The company creates and manages private-labeled donor advised funds and charitable gift
annuity programs. In his capacity as managing director, Mack was heavily involved in the design and
implementation of the technological "front-end" of the Merrill Lynch Community Charitable Fund introduced by
Merrill Lynch in early 2003.
Mack also provided various administrative services and acted as the administrative managing director for the
Pathway Foundation, Inc., a national donor advised fund that also provides financial services firms with a
charitable gift annuity platform.
Mack has held a wide range of positions in the investment management arena. Before joining DirectGiving, he
was the managing director of Administration for First Investment Advisors, First Union's (now Wachovia) private
client investment subsidiary. He also served as CIO for Georgia and Tennessee for FIA in Atlanta, before
assuming the managing director's duties in Charlotte, NC.
Mack also managed mutual funds for Bank South and other personal and institutional investment accounts at
Citizens and Southern Investment Advisors. He began his career at Dean Witter in 1981 before moving to Atlanta
in 1982 to join Charles Schwab & Company.
He received the Chartered Financial Analyst (CFA) charter in 1987, a master's of business administration from
Georgia State University in 1986, and a bachelor's of science from the University of Alabama in 1981.
Mack serves in several volunteer capacities with his local church and its ministries as well as serving in various
capacities as a leader in his children's home-schooling group's activities.
Special Consultants
Real Estate Services:
Tom Whatley, CFA, CCIM, is a senior advisor to Charitable Solutions, LLC. He began his real estate brokerage
career in 1986 upon graduation from college. In 1993, Tom founded Whatley Investment Real Estate, Inc., a
commercial real estate brokerage firm. The operating company changed its name to Whatley Realty Services in
2002 to reflect the added expertise of portfolio management and advisory services.
Prior to opening his firm, Tom worked for Ackerman and Company in Atlanta, Georgia, as a commercial real
estate broker and before Ackerman, he worked for Fonville Morisey Realty in Raleigh, North Carolina. Tom has
leased and sold properties of every type including land, office buildings, warehouses, shopping centers and
apartments.
Tom graduated from the University of North Carolina at Chapel Hill in 1986 with a bachelor's of arts degree in
economics. He received a master's of business administration from Georgia State University, majoring in
finance, in 1995 and a master's of science in real estate in 1997. Also in 1997, Tom was awarded the Chartered
Financial Analyst (CFA) designation. In 1998, he received the Certified Commercial Investment Member (CCIM)
designation.
Tom is a full-time commercial real estate broker, but also teaches real estate finance and investment at Georgia
Institute of Technology and real estate and alternative assets for the Atlanta Society of Financial Analysts. He has
taught many courses for the Georgia Institute of Real Estate, including pre-license real estate, contracts, finance
and real estate closings.
Artwork & Other Tangible Personal Property Services:
Laurence C. Zale Associate, Inc. provides independent visual arts advisory services to collectors, public
charities, private foundations and corporations, including strategic business planning, that result in the
acquisition, sale and donation of artworks or other tangible personal property.
We offer the highest standards of service in our dealings with collectors, auction houses, art dealers, galleries,
artists and museums.
Larry Zale has been an art collector, and has successfully managed the business affairs of individuals,
corporations and charities, for over twenty years. His interests and experience have shaped his understanding of
all three cultures. He was educated at Washington University in St. Louis, New York University, and The Courtauld
Institute of Art, University of London. He has written for the Trusts & Estates Law Section of the New York State Bar
Association, Trusts & Estates, and the Planned Giving Design Center. In addition to being an art advisor, he
serves as a trustee at the Brookdale University Hospital Medical Center, Brooklyn, New York.
Gift Annuity Services:
Dr. Donald F. Behan serves as a consulting actuary to Charitable Solutions, LLC for charitable gift annuity risk
management services and reinsurance design.
His areas of expertise include actuarial consulting services to insurance companies, attorneys, insurance
purchasers, non-profit organizations in the Life, Health, Property, and Casualty Fields as well as the Financial
Management of Insurance Companies, Statistical Applications and the Economic Value of Human Life.
He is a senior research associate in the Center for Risk Management and Insurance Research at Georgia State
University. Prior to accepting his current position he was professor of actuarial science and director of the
University's Actuarial Science program for six years.
For the preceding 22 years Dr. Behan was with Deloitte, an international public accounting and consulting firm.
He was the firm's chief actuary, and was the partner in charge of the firm's insurance actuarial practice, which
included over 100 actuaries. His consulting services covered the life, health, and property and casualty fields. For
several years he headed the firm's largest regional employee benefits practice. He also provided statistical
consulting services to airlines and other organizations.
Dr. Behan has published articles in the Proceedings of the American Mathematical Society, the Record of the
Society of Actuaries, Nonprofit World, The Interpreter and The Actuary. He received an AB degree at Cornell
University, and master's and Ph.D. degrees at the University of Illinois. He is a Fellow of the Society of Actuaries,
and his credentials have been accepted by the Casualty Practice Council of the American Academy of Actuaries.
He has been a member of committees of the Casualty Actuarial Society, the Society of Actuaries and the
American Academy of Actuaries. He was recently appointed by the Council of Presidents of the United States
actuarial organizations to chair a task force to review the process of establishing professional standards for
actuaries in the United States.
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