Publications

Stockham, D. and Clontz, B. (2012). “Emergency Assistance Funds (EAFs) for Disaster Relief and Employee Hardship” Planned Giving Design Center (pgdc.com), May 17.

Clontz, B. (2008). “Charitable Gifts of Life Insurance” Planned Giving Design Center (pgdc.com), February 27.

Clontz, B. and Bidwell, D. (2008). “Converting Real Estate Wealth to Gifts – Opportunities and Challenges” The Journal of Gift Planning, 3rd Quarter.

Clontz, B. (2006). “Making the Commitment to Family Philanthropy: A Management Tool for Community
Foundations” National Center for Family Philanthropy – www.ncfp.org

Clontz, B., (2006). “Charitable Gift Annuity Reinsurance: The Top Ten Most Frequently Asked Questions” Planned Giving Design Center

Clontz, B. and Behan, D. (2005). “Optimizing Charitable Gift Annuity Risk Management Part II: Reinsurance Revisited”  The Journal of Gift Planning, June.

Clontz, B. (2005). “Missing Out on Non-Cash Asset Gift Opportunities? Avoid the Risks and Get the Gift” Planned Giving Today, March.

Clontz, B. (2004) “The Top Ten Charitable Gift Annuity Risks to Avoid: How Does Your Charity Stack Up?” Planned Giving Today, November.

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.

Clontz, B. and Derby, A. (2003). “Donor Education: Effective Practices” Monograph for Council on Foundations Community Foundation Effective Practices Committee.

Clontz, B. (2002) “Symbiotic Ways Private Foundations Use Community Foundations” Planned Giving Design Center.

Appelbaum, S. and Clontz, B. (2002) “Donor Advised Funds: A Tale of Two Cities” Foundation New & Commentary, June.

Clontz, B. (2001) “Charitable Planning Under the New Tax Regime” Program materials for the 46th Annual Estate Planning Institute (ICLE): 18 pgs.

Clontz, B. (2001) “Discover the Financial Planning Benefits of Your Local Community Foundation” National Underwriter Life/Health, November.

Clontz, B. and Brink, M. (2001) “Charitable Uses of Life Insurance” Planned Giving Design Center.

Clontz, B. (1999). “How to Eliminate Capital Gains Taxes and Increase Your Income Using Charitable Remainder Trusts” Khabar Magazine, October.

Clontz, B. (1998). “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. (1998). “Improve Your Practice by Improving Society: Three Easy Steps” Focus Magazine, Atlanta Association of Life Underwriters.

Newton, M. & 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. (1997). “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.

Giffin, A. & Clontz, B. (1996). “Chapter 7: Integration and Globalization of Financial Services” in International Risk Management and Insurance. Edited by Harold D. Skipper, Ph.D., CLU.

Clontz, B. (1995). “Bancassurance in the United States: Effects on Consumers” Journal of the American Society of CLU and ChFC.

Clontz, B. (1995). “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, more than 2,000 have been sold.)