Professional Service

We believe in being active in our community.

Our founder and president, Bryan Clontz (CFP®, CLU, ChFC, AEP, CAP) lends his decades of experience in planned giving consulting, charitable gift annuities, non-cash asset receipt/disposition, donor advised funds, and emergency assistance funds to many professional organizations, boards, and committees. He is also a sought-after professional speaker.


Group Position Dates
National Committee on Planned Giving Board Member 2007-2010
American Committee on Gift Annuities Rates Committee 2003-2010
National Association of Personal Financial Advisors (NAPFA) registered fee-only advisor 1995-2004
Financial Planning Association of Georgia - -
American Society of Financial Services Professional - -
Georgia Planned Giving Council Board Member 1995-2000
Leave a Legacy Georgia! Campaign Inaugural Statewide Chair 1999
Consumer Credit Counseling of Atlanta Volunteer Presenter on Money Management and Budgeting 1994-2003
Community Foundation Advancement Network Steering Committee 2001-2003
Southeastern Council of Foundations Increasing Philanthropy Committee 2000-2003
Southeastern Council of Foundations Lawyers in Philanthropy Subcommittee 2000-2003
The Darlington School Planned Giving Committee Member -
Estate Planning Institute Faculty 1998 & 2001
Planned Giving Design Center Editorial Board -
American College's Chartered Advisor in Philanthropy program Advisory Board -