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.
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.
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.
Kim Lathbury Clontz serves as Marketing Director. Previously, she was public relations director for Atlanta-based Shepherd Center. For more about Kim, 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.
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.