Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP, serves as the
president and co-founder of Charitable Solutions, LLC. Over the last
15 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.
For the past six years, he has 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 400
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 serves on the National Committee on Planned Giving Board
(2007-2010), editorial board of the Planned Giving Design Center, the
Rate Recommendation Committee of the American Council on Gift
Annuities, and on the Advisory Board of the American College
Chartered Advisor in Philanthropy (CAP) designation program.
Bryan's Publications, Presentations and Professional Service
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.
