Charitable Solutions, LLC

Charitable Solutions, LLC, is a planned giving risk management
consulting firm. We focus on non-cash asset receipt and disposition,
charitable gift annuity risk management, CRT/CGA investment
management and reinsurance brokerage services.

Our principals and consultants have expertise in planned giving/major
gifts, investment management, financial planning, risk management,
real estate transactions, tangible personal property donations and
actuarial consulting. With these skills, we provide charities with
practical risk management solutions for non-cash donations and
charitable gift annuities - the only two types of gifts in which a charity
can actually lose more money than the original gift.

"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)