President & Founder
Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP, has extensive experience in planned giving consulting, charitable gift annuities, noncash asset receipt/disposition, donor advised funds, and emergency assistance funds. Read more about Bryan, here.
Partner, Emergency Assistance Funds
Douglas A. Stockham, SIOR, CCIM serves as Partner, Emergency Assistance Funds. He has extensive experience in real estate, non-profits and community foundations. Read more about Doug, here.
Executive Vice President – Internal Operations
Christy Le Lait serves as Executive Vice President – Internal Operations. She brings a strong background in nonprofit management and fundraising. For more about Christy, click here.
Partner, Charitable Estate Settlement Services
Gary Snerson, JD, serves as Partner, Charitable Estate Settlement Services. He has served as the Senior Vice President of Estates and Special Investments at the Harvard Endowment. For more about Gary, click here.
Partner, Noncash Asset Management
Laura Peebles, CPA, serves as Partner, Noncash Asset Management. She has nearly 40 years of experience in public accounting–27 of those with Deloitte Tax, LLP, and the following years with local firms. For more about Laura, click here.
Vice President, Client Relations
Michael Carey serves as Vice President, Client Relations and has extensive experience in charitable estate design and various advanced gift arrangements, including charitable remainder trusts and gift annuities. For more about Michael, click here.
Compliance, Tax & Legal Research
Ryan Raffin, JD, serves as Compliance, Tax and Legal Researcher on issues relating to charitable giving for Charitable Solutions, LLC. He also supports Charitable Solutions’ social networks. For more about Ryan, click here.
Director of Employee Experience
Heidi Clark serves as Director of Employee Experience, Emergency Assistance Funds. For more about Heidi, click here.
Advisor: Artwork & Other Tangible Personal Property Services
The team at Laurence C. Zale Associates provides independent visual arts advisory services to collectors, public charities, private foundations and corporations. For more about Larry, click here.
Senior Advisor: Real Estate Services
Tom Whatley, CFA, CCIM, is a senior advisor regarding real estate brokerage, portfolio management and advisory services. For more about Tom, click here.
Advisor: Gift Annuity Services
Dr. Behan serves as a consulting actuary for charitable gift annuity risk management services and reinsurance design. For more about Donald, click here.