Publications, Presentations & Service

Publications 1996-2006
  • 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  • Clontz, B. and Derby, A. (unpublished) “Donor Education: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 www.pgdc.com/usa/item/?itemID=342616?
  • 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.

Presentations 1998-current:
    Bryan has conducted more than 400 discussions, workshops,
    presentations and speeches for groups of 5 to 450 and has
    been quoted in the Wall Street Journal, New York Times,
    Georgia Trend, The Atlanta Journal & Constitution, Atlanta
    Business Chronicle, Kiplinger’s Personal Finance, Bloomberg
    Wealth Manager and The Chronicle of Philanthropy.  A
    sampling of presentations since 1998 follows.

2009

  • Creative Charitable Planning with Non-Cash Assets and
    Donor Workshop on Non-Cash Assets, The Dallas
    Foundation, Dallas, TX
  • Creative Charitable Planning with Non-Cash Assets, The
    Abilene Community Foundation, Abilene, TX
  • Planned Giving Prospecting, Jewish Foundation of
    Jacksonville, Jacksonville, FL
  • Four National Webinars:  CGA Risk Management, CGA
    Reinsurance, CGA Risk Management for Community
    Foundations, CGAs and the New York Regulations
  • Creative Charitable Planning with Non-Cash Assets, The
    Oklahoma City Community Foundation, Oklahoma City, OK
  • Planned Giving with a Shoe-String Staff and a Shoe-String
    Budget, The Oklahoma City Community Foundation,
    Oklahoma City, OK
  • Creative Charitable Planning with Non-Cash Assets, Virginia
    Planned Giving Council, Richmond, VA
  • Creative Planning with S-Corp Stock, The Community
    Foundation Serving Richmond, Richmond, VA
  • Community Foundation Best Practices, Virginia Community
    Foundations, Richmond, VA
  • Never Decline a Gift Again:  A Planned Giving Outsource
    Directory from A-Z, Nebraska Planned Giving Council, Lincoln,
    NE
  • Never Decline a Gift Again:  A Planned Giving Outsource
    Directory from A-Z, Virtual Seminar for the Northern Illinois
    Planned Giving Council
  • Charitable Gift Annuity Risk Management:  Best and Worst
    Practices, New Jersey Planned Giving Conference, Trenton, NJ
  • Creative Charitable Planning with Non-Cash Assets, North
    and South Carolina Planned Giving Conference, Kanuga, NC
  • Advanced Charitable Brainteasers, The Community
    Foundation of Western North Carolina, Asheville, NC
  • Never Decline a Gift Again:  A Planned Giving Outsource
    Directory from A-Z, Colorado Planned Giving Roundtable,
    Denver, CO
  • 25 Things Community Foundations Do That Drive Me Nuts,
    The Denver Foundation, Denver, CO
  • Creative Charitable Planning with Non-Cash Assets, The
    Northern Colorado Community Foundation, Ft. Collins, CO
  • Creative Charitable Planning with Non-Cash Assets, Dayton
    Planned Giving Council, Dayton, OH
  • Never Decline a Gift Again:  A Planned Giving Outsource
    Directory from A-Z, Memphis Planned Giving Council,
    Memphis, TN
  • Making the Planned Giving Ask, Jacksonville Jewish
    Foundation, Jacksonville, FL
  • Creative Charitable Planning with Non-Cash Assets for
    Donors, and then a second session for Advisors, Hebrew
    Home of Greater Washington, Rockville, MD
  • Charitable Gift Annuity Risk Management:  Best and Worst
    Practices, Seventh Day Adventists National Conference, Santa
    Fe, NM

2008
  • Co-Presented with Michael Sutton (Salvation Army) "Assessing
    and Optimizing CGA Profitability",  American Council on Gift
    Annuities Conference, Chicago, IL
  • "Creative Charitable Planning with Non-Cash Assets,"
    Chicago Planned Giving Council, Chicago, IL
  • "Creative Charitable Planning with Non-Cash Assets," Tampa
    Bay Planned Giving Council, Tampa, FL
  • "Donor Services and Development Strategies and Creative
    Charitable Planning with Non-Cash Assets," Florida
    Community Foundation Conference, Tampa, FL
  • "Advanced Charitable Planning Brainteasers:  A Case Study
    Approach," Greater Cincinnati Foundation, Cincinnati, OH
  • "Creative Charitable Planning with Non-Cash Assets," Rhode
    Island Foundation, Providence, RI
  • "Three Fruity Flavors of Family Foundations:  Private vs. Public
    Foundations," Pensacola Estate Planning Council, Pensacola,
    FL
  • "Planned Giving with a Shoe-String Staff and a Shoe-String
    Budget," Rhode Island Planned Giving Council, Providence, RI
  • "The Methusaleh Effect:  Longevity’s Impact on Planned
    Giving," Colorado Planned Giving Roundtable Annual
    Conference, Denver, CO
  • "Never Decline a UBIT Gift Again!" National Webinar, hosted 4
    times
  • “Ask the Expert: Tangible Personal Property,” NCPG National
    Conference, Denver, CO
  • “Never Decline a Gift Again!: A Planned Giving Outsource
    Directory from A-Z,” NCPG National Conference, Denver, CO
  • “Advanced Charitable Brainteasers: A Case Study Approach”,
    The Boston Foundation, MA
  • "Advanced Charitable Planning Brainteasers:  A Case Study
    Approach," The Kalamazoo Community Foundation,
    Kalamazoo, MI
  • "20 Things Community Foundations Do That Drive Me Nuts",
    Council on Michigan Foundations, Grand Rapids, MI
  • "Gifting Hairy Assets:  Case Studies", The Hartford Foundation,
    Hartford, CT
  • "Charitable Gift Annuity Risk Management", Crescendo
    Practical Planned Giving Conference, San Diego, CA
  • "Creative Planning with Non-Cash Assets: A Case Study
    Approach" University of Texas - Permian Basin and Permian
    Basin Area Foundation, Midland, TX
  • Community Foundations and Gift Annuity Risk Management:
    Best Practices/Gift Annuity Risk Management: Best and Worst
    Practices/Planned Giving In Turbulent Times: Outsourcing
    Real Estate, S-Corp Stock and Gift Annuities - 12 National
    Webinars

2007
  • "Ask the Expert: Tangible Personal Property Donations," NCPG
    National Conference, Dallas , TX
  • "Creative Charitable Planning with Non-Cash Assets,"
    Planned Giving Council of Northeast Florida , Jacksonville , FL
  • "Creative Charitable Planning with Non-Cash Assets,"
    Planned Giving Council of Palm Beach , West Palm Beach , FL
  • "Creative Charitable Planning with Non-Cash Assets,"
    Planned Giving Council of Central Massachusetts , Boylston ,
    MA
  • "Creative Charitable Planning with Non-Cash Assets,"
    Planned Giving Council of Central Indiana , Indianapolis , IN
  • "Creative Charitable Planning with Non-Cash Assets,"
    Parkersburg Area Community Foundation, Parkersburg , WV
  • "Creative Charitable Planning with Non-Cash Assets," The
    Boston Foundation Professional Advisors, Boston , MA
  • "Internal Policies, Procedures and Guidelines for Receiving
    Non-Cash Assets," Northeast Community Foundations,
    Boston,MA
  • "Community Foundations and Unique Assets:  From Receipt
    to Disposition," National Community Foundation Fall
    Conference, San Francisco , CA
  • "Advanced Charitable Planning with Non-Cash Assets,"
    Schwab Institutional/Schwab Charitable, New York , NY
  • "Creative Charitable Planning with Non-Cash Assets," New
    Jersey Planned Giving Council, Princeton , NJ
  • "Charitable Gift Annuities:  Minimizing Risks, Maximizing
    Rewards," Crescendo Interactive Practical Planned Giving
    Conference, Chicago , IL
  • "Charitable Gifts of Real Estate:  A Panel Discussion" (with
    Reynolds Cafferata), Orange County Community Foundation,
    Irvine , CA
  • "Planned Giving with a Shoe-String Staff and a Shoe-String
    Budget," The Community Foundation of North Central
    Washington , Wenatchie , WA
  • "Creative Charitable Planning with Non-Cash Assets," North
    Central Washington Estate Planning Council, Wenatchie , WA
  • "Advanced Charitable Planning Brainteasers: A Case Study
    Approach," Schwab IMPACT Conference, Las Vegas , NV
  • "Charitable Gifts of Life Insurance," Wachovia Planned Giving
    Summit , Charlotte , NC

2006
  • "Family Philanthropy in Community Foundations," ADNET
    Community Foundation Conference, Austin, TX
  • "Charitable Gift Annuity Risk Management," Co-Presented with
    George Atwood (Yale), American Council on Gift Annuities
    Conference, San Francisco, CA
  • "Planned Giving on a Shoe-String Staff and a Shoe-String
    Budget; Three Fruity Flavors of Family Foundations; Creative
    Charitable Planning with Non-Cash Assets; The Impact of
    Long-Lived Donors on Planned Giving," Pittsburgh Planned
    Giving Conference, Pittsburgh, PA
  • "Planned Giving on a Shoe-String Staff and a Shoe-String
    Budget," Central Massachusetts Planned Giving Council
  • "Creative Charitable Planning with Non-Cash Assets,"
    Planned Giving Group of New England, Boston, MA
  • "Creative Charitable Planning with Non-Cash Assets," New
    Jersey Planned Giving Conference, New Brunswick, NJ
  • "Creative Charitable Planning with Non-Cash Assets,"
    Washington Planned Giving Council, Seattle, WA
  • "A Team-Based Approach to Financial and Estate Planning,"
    Financial Advisor Symposium, Las Vegas, NV
  • "Creative Charitable Planning with Non-Cash Assets,"
    Northwest Planned Giving Roundtable, Portland, OR
  • "Creative Charitable Planning with Non-Cash Assets," Central
    Kentucky Planned Giving Council, Lexington, KY
  • "What Every CFO Should Know About Planned Gift Risk
    Management," Northern California Planned Giving Conference
  • "Advanced Charitable Planning for Affluent Clients," Charles
    Schwab IMPACT Conference, Washington, DC
  • "Creative Planning with Non-Cash Assets," Fidelity Charitable
    Gift Fund Advisor Symposium, Boston, MA
  • "Planned Giving Trends," Merrill Lynch Philanthropic Services
    Group, Princeton, NJ
  • "Charitable Gift Annuity Risk Management and Creative
    Charitable Planning with Non-Cash Assets," Minnesota
    Planned Giving Conference, St. Paul, MN
  • "Three Fruity Flavors of Family Foundations, Creative
    Charitable Planning with Non-Cash Assets, Charitable Gift
    Annuity Risk Management," Northern Ohio Planned Giving
    Council, Ashland, OH
  • "Creative Charitable Planning with Non-Cash Assets" (3 Hr.
    CLE), Gulf Coast Community Foundation of Venice, Venice, FL
  • "Family Philanthropy: Where to Draw the Line; Unique
    Community Foundation Considerations for Charitable
    Remainder Trusts, Family Philanthropy in Community
    Foundations," Council on Foundations Community Foundation
    Conference, Boston, MA
  • "Charitable Gift Annuities:  Opportunities and Challenges,"
    Vero Beach Planned Giving Council, Vero Beach, FL

2005
  • "Complex Asset and Donor Relations Scenarios", ADNET
    Conference, Phoenix, AZ
  • "Creative Planning with Non-Cash Assets", Kotchis Fitz
    Philanthropy Roundtable, San Francisco, CA
  • "Creative Gift Annuity Applications - Case Studies Galore",
    Georgia Planned Giving Council, Atlanta, GA
  • "Noncash and CGA Risk Management", State Street Bank,
    Boston, MA
  • "Real Estate=Real Opportunity", Advanced Conference for
    American Cancer Society, Scottsdale, AZ
  • "Riding the Wave of the Intergenerational Transfer of Wealth",
    Boys & Girls Clubs of America, San Diego, CA
  • "Planned Gift Management Issues Facing Finance and
    Accounting Professionals", Northern California Planned Giving
    Conference, San Francisco, CA
  • "Planned Giving with a Shoe-String Staff and a Shoe-String
    Budget", Georgia Planned Giving Annual Conference, Atlanta,
    GA
  • "A Community Foundation Primer on Charitable Gift Annuity   
    and Non-Cash Risk Management", Financial Officer and
    Administration Group, Key West, FL
  • Charitable Gifts of Non-Cash Assets, Parkersburg Area
    Community Foundation, Parkersburg, WV
  • Charitable Gift Annuity Risk Management, Community
    Foundations National Conference, Seattle, WA
  • Creative Ways of Receiving Non-Cash Assets, Community
    Foundation National Conference, Seattle, WA

2004
  • "Three Fruity Flavors of Family Foundations - A Case Study
    Approach", Northern Ohio Planned Giving Council, Cleveland,
    OH
  • "How to Make Noncash Gifts REALLY Work for You", American
    Cancer Society's Distinguished Gifts Conference- Salt Lake
    City, UT
  • "Community Foundation Alliances Post-Merrill Lynch", ADNET
    Conference, San Diego, CA
  • "Gorilla Planned Giving on a Chimpanzee's Budget", National
    Boys & Girls Clubs of America Conference, San Antonio, TX
  • "Are you Selling $5 Muffallettas for $3?" and "Community
    Foundation Vision and Alignment", Southeastern Council on
    Foundations and Council of Southwest Foundations, New
    Orleans, LA
  • "Hyper-flexible Baby Boomer Philanthropy - A Case Study
    Approach", The American College Philanthropy Series, Bryn
    Mawr, PA "Advanced Charitable Estate Planning", Northwest
    Georgia Estate Planning Council, Dalton, GA
  • "Creative Gift Annuity Applications - Case Studies Galore",
    Georgia Planned Giving Council, Atlanta, GA
  • "Noncash and CGA Risk Management", State Street, Boston,
    MA
  • "Noncash and CGA Risk Management", Merrill Lynch,
    Princeton, NJ

2003
  • “Charitable Brainteasers” – Community Foundation for Greater
    Atlanta – Marietta, GA
  • “Private Foundations, Supporting Organizations and
    Community Foundations” – Lorman Educational Institute –
    Marietta, GA
  • “Merrill Lynch Community Charitable Fund” – ADNET
    Conference – Miami, FL
  • “Community Foundation Fund Economics:  Are You Selling $5
    Hamburger for $3?” follow-up session: “Do You Want Fries
    With That?” – ADNET Conference – Miami, FL
  • “Powerful Planned Giving with Limited Resources” – Boys &
    Girls Clubs of America – Orlando, FL
  • "Merrill Lynch Community Charitable Fund" - Council on
    Foundations Conference - Baltimore, MD
  • "Flexible Philanthropy: The American Donor Advised Fund
    Experience" - Canadian Association of Gift Planners, Advanced
    Symposium - Ottawa, Ontario
  • "Charitable Planning Case Studies", Northwest Georgia Estate
    Planning Council - Dalton, GA

2002
  • “Charitable Planning Under the New Tax Regime” - Estate
    Planning Institute – Athens, GA
  • “Planned Giving Basics” - National Boys & Girls Clubs of
    America Conference – Atlanta
  • “National Donor Advised Funds: An Environmental Scan” -
    ADNET Conference – San Antonio, TX
  • “Intelligence Report on Donor Advised Funds:  Past, Present
    and Future” – Southeastern Council on Foundations Annual
    Meeting – Sulpher Springs, WV
  • “Advanced Charitable Planning Case Studies” - North Georgia
    Estate Planning Council – Marietta, GA
  • “Unique Charitable Uses of Life Insurance” - Georgia Planned
    Giving Council – Atlanta, GA

2001
  • “Advanced Charitable Planning Using Foundations” - Macon
    Estate Planning Council – Macon, GA
  • “Charitable Tax Planning Case Studies” - North Fulton CPAs –
    Atlanta, GA
  • “Planned Giving Potluck” – Council for the Advancement and
    Support of Education conference – Atlanta, GA
  • “Donor Advised Funds:  A Tale of Two Cities” - ADNET
    Conference – Tucson, AZ
  • “Powerful Planned Giving with Five Hours a Month” - Georgia
    Planned Giving Council’s Bi-Annual Conference – Atlanta, GA

2000
  • “Advanced Charitable Estate Planning Topics” - Dekalb Estate
    Planning Council – Decatur, GA
  • “Financial Service Partnerships: Best Practices” - ADNET
    Conference – Charleston, SC
  • “Private Foundations vs. Public Foundations:  A Technical
    Overview” - Athens Estate Planning Council – Athens, GA
  • “Corporate Charitable Giving Ideas” - Institute of Management
    Accountants – Atlanta, GA
  • “Leave a Legacy Georgia!” - Interstate NSFRE Conference –
    Atlanta, GA

1999
  • “Community Foundation Case Studies” - Georgia Society of
    CPAs – Atlanta, GA
  • “Endowments from Scratch:  It’s as Easy as 1-2-3” - American
    Bar Association National Conference – Atlanta, GA
  • “Planned Giving 101” - International Association of Prospect
    Researchers – Atlanta, GA
  • “Professional Advisor Marketing Strategies” - National
    Community Foundation Conference – Denver, CO
  • “Make Your Planned Giving Program Blast Off!” - Georgia Area
    Boys & Girls Clubs Council – Callaway Gardens, GA
  • “Advanced Charitable Planning Topics:  Case Studies Galore”
    - International Association of Financial Planners (Georgia
    Chapter) – Atlanta, GA
  • “Tax Planning Using Community Foundations” - Buckhead
    Chapter of CPAs – Atlanta, GA
  • “Planned Giving 101” - Georgia Prospect Researchers
    Conference – Atlanta, GA
  • “A Comparison of Private Foundations and Community
    Foundations” - Georgia Planned Giving Council’s Bi-Annual
    Conference – Atlanta, GA

1998
  • “How Much is Enough?” - Atlanta Estate Planning Council –
    Atlanta, GA
  • “Charitable Gifts of Mutual Funds: A Primer” - ADNET
    Conference – Dallas, TX
  • “Harnessing the Community Foundation Conduit for Flexible
    and Creative Estate Planning: A Case Study Approach” -
    Estate Planning Institute – Athens, GA
  • “Community Foundation and United Way Partnerships: Best
    Practices” - United Way of America National Conference –
    Atlanta, GA
  • “Having Fun with Gift Acceptance Policies” - National
    Community Foundation Conference – Miami, FL
  • “Bull Market Planned Giving:  A Case Study Approach” -
    Interstate NSFRE Conference – Atlanta, GA
                
Professional Service:
  • National Committee on Planned Giving Board member for
    2007-2010 – www.ncpg.org
  • American Committee on Gift Annuities - Rates Committee
  • 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