Publications & Service

    Publications 1996-2010
  • Clontz, B. (1996) Just Add Water: A Planned Giving Manual for Boys & Girls Clubs.  Atlanta, Georgia.  Boys
    & Girls Clubs of America: 40 pgs.  A subsequent generic manual was produced for nonprofits generally.  
    To date, over two thousand have been sold.
  • Clontz, B. (1997) “Bancassurance in the United States: Effects on Consumers.”  Journal of the American
    Society of CLU and ChFC.
  • Giffin, A. and Clontz, B. (1997)  “Chapter 7: Integration and Globalization of Financial Services” in
    International Risk Management and Insurance edited by Harold D. Skipper, Ph.D., CLU.
  • Clontz, B. (1998) “Harnessing the Community Foundation Conduit for Flexible and Creative Estate
    Planning: A Case Study Approach.”  Program materials for the 43rd Annual Estate Planning Institute
    (ICLE): 32 pgs.
  • Newton, M. and Clontz, B. (1998)  “An Analysis of Commercial Insurance as an Alternative Gift Annuity
    Financing Option.” Journal of Gift Planning, National Committee on Planned Giving.
  • Clontz, B. (1998) “Improve Your Practice by Improving Society: Three Easy Steps.” Focus Magazine, Atlanta
    Association of Life Underwriters.
  • Clontz, B. (1999) “Planned Giving with a Shoe String Staff and a Shoe String Budget.”  Program materials
    for the Bi-annual Georgia Planned Giving Council Conference: 31 pgs.
  • Clontz, B. (1999) “How to Eliminate Capital Gains Taxes and Increase Your Income Using Charitable
    Remainder Trusts.”  Khabar Magazine - October, 1999.
  • Clontz, B. and Brink, M. (2001) “Charitable Uses of Life Insurance.”  Planned Giving Design Center.
  • Clontz, B. (2001) “Discover the Financial Planning Benefits of Your Local Community Foundation.”
    National Underwriter Life/Health – November, 2001.
  • Clontz, B. (2001) “Charitable Planning Under the New Tax Regime.”  Program materials for the 46th
    Annual Estate Planning Institute (ICLE): 18 pgs.
  • Appelbaum, S. and Clontz, B. (2002) “Donor Advised Funds: A Tale of Two Cities.” Foundation News &
    Commentary – June 2002.
  • Clontz, B. (2002) “Symbiotic Ways Private Foundations Use Community Foundations.”  Planned Giving
    Design Center.
  • Clontz, B. and Derby, A. (unpublished) “Donor Education: Effective Practices.”  Monograph for Council on
    Foundations Community Foundation Effective Practices Committee.
  • Clontz, B. and Behan, D. (2004), "Optimizing Charitable Gift Annuity Risk Management: Collaring The Bear
    and The Grim Reaper." (The Journal of Gift Planning, January 2004).
  • Clontz, B., (2004) "The Top Ten Charitable Gift Annuity Risks to Avoid: How Does Your Charity Stack Up?",
    Planned Giving Today, November.
  • Clontz, B., (2005) "Missing Out on Non-Cash Asset Gift Opportunities?  Avoid the Risks and Get the Gift,"
    Planned Giving Today, March.
  • Clontz, B. and Behan, D. (2005), "Optimizing Charitable Gift Annuity Risk Management Part II:  
    Reinsurance Revisited."  The Journal of Gift Planning, June 2005.
  • Clontz, B., “Charitable Gift Annuity Reinsurance:  The Top Ten Most Frequently Asked Questions” Planned
    Giving Design Center
  • Clontz, B., “Making the Commitment to Family Philanthropy:  A Management Tool for Community
    Foundations”, National Center for Family Philanthropy – www.ncfp.org
  • Clontz, B. and Bidwell, D., "Converting Real Estate Wealth to Gifts - Opportunities and Challenges." The
    Journal of GIft Planning, 3rd Quarter 2008.

          
    Bryan Clontz's Professional Service:
  • National Committee on Planned Giving Board member for 2007-2010 – www.ncpg.org
  • American Committee on Gift Annuities - Rates Committee (2003-2010)
  • National Association of Personal Financial Advisors (NAPFA) registered fee-only advisor
  • Financial Planning Association of Georgia
  • American Society of Financial Services Professional
  • Georgia Planned Giving Council – Past Board Member (1995-2000)
  • 1999 Leave a Legacy Georgia! Campaign – Inaugural Statewide Chair coordinating eight cities, 87
    volunteers and 650 nonprofit organizations
  • Consumer Credit Counseling of Atlanta – Volunteer Presenter on Money Management and Budgeting
  • Community Foundation Advancement Network Steering Committee – (2001-2003)
  • Southeastern Council of Foundations – Increasing Philanthropy Committee (2000-2003) and Lawyers in
    Philanthropy Subcommittee (developed continuing legal education philanthropy approved curriculum for
    12-state distribution)
  • The Darlington School – Planned Giving Committee Member
  • Faculty – Estate Planning Institute for 1998 and 2001
  • Editorial Board of the Planned Giving Design Center
  • Advisory Board of the American College's Chartered Advisor in Philanthropy program