Organizations We've Helped

Charitable Solution’s principals have provided

consulting services to the following charities and companies since 2003.

Everyone tells you their services are the best.

We won’t. We’ll let our clients tell you.

"We learned about the services of Charitable Solutions from a recommendation of their previous clients and we could not have been more pleased. Their review and recommendations on our charitable gift annuity program was excellent. We are now going to engage them on a second project."

Mike Parks

President, The Dayton Foundation of Ohio

"Charitable Solutions analysis of our gift annuity pool gave us peace of mind and helped fine-tune our approach. The CS method uses hard data, sound quantitative concepts, and has no preconceived notions of how a gift annuity pool should be invested and risk managed. It is a client-centered approach."

David W. Brown, Ph.D., CFP

Director of Planned Giving, Georgia State University

"Bryan helped us save a major real estate gift by offering several possible solutions. Without his advice, I doubt the 7-figure CRT (which will eventually roll into a donor advised fund) would have occurred."

Connie Hendrix-Kral, Ed.D.

Director for Donor Relations, Northwest Arkansas Community Foundation

"Bryan’s program for our local Bar Association fully engaged everyone and generated comments including, “excellent,” understandable,” “very interesting,” and “the time just flew by!” Referrals from these attorneys are integral to our organization’s success, so we were really pleased to offer them such useful information."

Margo Hirth

Community Foundation of Lorain County

"Bryan’s memorable case studies and examples have created quite a buzz among our local advisor community, prompting professionals to take a fresh look at valuable non-cash assets their clients might tap to support their favorite charities. He makes it easy – even enjoyable! Certainly one of our most effective and entertaining educational sessions to date!"

Kim Petersen

Community Foundation for the Fox Valley Region

"Bryan manages to both educate and inform, which is rare. His ideas are valuable and intriguing."

Mark Schubert

Attorney, Appleton, WI

Client List

  • ALS National Foundation
  • Agrace Hospicecare Foundation, Inc.
  • Aircraft Owners and Pilots Association
  • Allegany College of Maryland
  • Allen County Community Foundation
  • Amarillo Foundation
  • American Cancer Society, National Headquarters
  • American (The) College of Financial Services
  • American Council on Gift Annuities
  • American Endowment Foundation
  • American Heart Association
  • The Animal Medical Center
  • Arkansas Community Foundation
  • Ashland University
  • The Associated Jewish Community Federation of Baltimore
  • Association of Lutheran Development Executives
  • Athens Area Community Foundation
  • AYCO Financial Services (a Goldman Sachs Company)
  • Back to the Bible Foundation
  • Baltimore Community Foundation
  • Baptist Foundation of Oklahoma
  • Barnabas Foundation
  • Berkeley Repertory Theatre
  • Berkshire Taconic Community Foundation
  • Black Hills Area Community Foundation
  • Blue Grass Community Foundation
  • BNY Mellon Charitable Gift Fund
  • Boston Foundation
  • Boys & Girls Clubs of America, National Office
  • Brethren Foundation Church of the Brethren Benefit Trust
  • California Province of the Society of Jesus
  • Cancer Support Community
  • Cape Coral Community Foundation
  • CARE USA
  • Catholic Extension Society
  • Central Indiana Community Foundation
  • Central New York Community Foundation
  • Chaminade University
  • Chemeketa Community College Foundation
  • Chesapeake Bay Foundation
  • Children’s Healthcare of Atlanta
  • Children’s Healthcare of Philadelphia
  • Chilton Memorial Hospital
  • Christian Church Foundation
  • Cincinnati Children’s Hospital Medical Center
  • Clemson University Foundation
  • Cleveland Foundation
  • Columbia University
  • Columbus Regional Hospital Foundation (IN)
  • Communities of Coastal Georgia Foundation
  • Community Foundation-Quincy
  • Community Foundation Somoma County
  • Community Foundation for Brevard, Inc.
  • Community Foundation for Eastern West Virginia
  • Community Foundation for East Central Florida
  • Community Foundation for Greater Atlanta
  • Community Foundation for Greater Buffalo
  • Community Foundation for Greater Capital Region
  • Community Foundation for Greater New Haven
  • Community Foundation for Palm Beach & Martin Counties
  • Community Foundation for Northeast Florida
  • Community Foundation for Northeast Georgia
  • Community Foundation for the Land of Lincoln
  • Community Foundation for the Ohio Valley
  • Community Foundation of Abilene
  • Community Foundation of Broward
  • Community Foundation of Central Georgia
  • Community Foundation of Central Florida
  • Community Foundation of Chippewa County
  • Community Foundation of Collier County
  • Community Foundation of Dickinson County
  • Community Foundation of Gaston County
  • Community Foundation of Greater Birmingham
  • Community Foundation of Greater Chattanooga
  • Community Foundation of Greater Des Moines
  • Community Foundation of Greater Fort Wayne
  • Community Foundation of Greater Greensboro
  • Community Foundation of Greater Houston
  • Community Foundation of Greater Jackson
  • Community Foundation of Greater Lorain County
  • Community Foundation of Greater Memphis
  • Community Foundation of Greater New Haven
  • Community Foundation of Herkimer & Oneida Counties
  • Community Foundation of Indian River County
  • Community Foundation of Lorain County
  • Community Foundation of Louisville
  • Community Foundation of Macon County (Raleigh, NC)
  • Community Foundation of Macon County (Decatur, IL)
  • Community Foundation of Middle Tennessee
  • Community Foundation of Northwest Georgia
  • Community Foundation of North Florida
  • Community Foundation of North Central Florida
  • Community Foundation of North Central Washington
  • Community Foundation of North Central Wisconsin
  • Community Foundation of North Texas
  • Community Foundation of Northern Colorado
  • Community Foundation of Santa Cruz County
  • Community Foundation of Sarasota County
  • Community Foundation of South Alabama
  • Community Foundation of South Jersey
  • Community Foundation of South Wood County
  • Community Foundation of Southern Indiana
  • Community Foundation of Southeast Kansas
  • Community Foundation of Southeastern Michigan
  • Community Foundation of Southwest Louisiana
  • Community Foundation of Tampa Bay
  • Community Foundation of the Chattahoochee Valley
  • Community Foundation of the Eastern Shore
  • Community Foundation of the Florida Keys
  • Community Foundation of the Fox Valley Region
  • Community Foundation of the Hudson Valley
  • Community Foundation of the Ozarks
  • Community Foundation of Washington County
  • Community Foundation of Western Kansas
  • Community Foundation of Western Massachusetts
  • Community Foundation of Western North Carolina
  • Community Foundation of Westmorland County
  • Community Foundation Serving Boulder County
  • Community Foundation Serving Richmond & Central Virginia
  • Community Foundations of Florida
  • Community Foundations of the Hudson Valley
  • Congregation of Beth Israel
  • Council of Michigan Foundations
  • Crescendo Interactive
  • Dallas Foundation
  • Dale Earnhardt Foundation
  • Davidson College
  • Dayton Foundation
  • Dechomai Foundation
  • Defenders of Wildlife
  • Denver Foundation
  • DePaul University
  • Disability Foundation
  • Dubois County Community Foundation
  • DuPage Foundation
  • Duke University
  • East Bay Community Foundation
  • East Texas Communities Foundation
  • Eau Claire Community Foundation
  • Elon University
  • Emporia Community Foundation
  • Episcopal Church Foundation
  • Erie Community Foundation
  • Evangelical Lutheran Church of America
  • Fairfield County Community Foundation
  • Father Flanagan Boys’ Home
  • Fidelity Charitable Gift Fund
  • Findlay-Hancock County Community Foundation
  • Florida Federation of Community Foundations
  • Fond Du Lac Area Foundation
  • Foothills Community Foundation
  • Foundation for the Charlotte Jewish Community
  • Fremont Area Community Foundation
  • Friends Fiduciary Corporation
  • Gainesville Community Foundation
  • Galesburg Community Foundation
  • Genesis Healthcare Foundation
  • Georgia State University
  • Gift Planning Council of New Jersey
  • Girl Scouts of the USA
  • Goldman Sachs Charitable Fund
  • Gonzaga University
  • Grand Haven Area Community Foundation
  • Grand Rapids Community Foundation
  • Grant County Community Foundation
  • Greater Cincinnati Foundation
  • Greater Green Bay Community Foundation
  • Greater Milwaukee Foundation
  • Greater New Orleans Foundation
  • Greater Salina Community Foundation
  • Greater Tacoma Community Foundation
  • Greenwood County Community Foundation
  • Gulf Coast Community Foundation
  • Gulf Coast Community Foundation of Venice
  • Hamilton Community Foundation
  • Hampton Roads Community Foundation
  • Hartford Foundation for Public Giving
  • HealthSouth Corporation
  • Hebrew Home of Greater Washington, DC
  • Hillsdale College
  • Hobart and William Smith Colleges
  • Houston Jewish Community Foundation
  • Hutchinson Community Foundation
  • Indian River Community Foundation
  • Indiana Grantmakers Alliance
  • Indiana Philanthropy Alliance
  • InFaith Community Foundation
  • Intermountain Healthcare
  • International Planned Parenthood Federation
  • Jacksonville Jewish Foundation
  • James Madison University
  • Jewish Community Board of Akron
  • Jewish Community Foundation of San Diego
  • Jewish Community Foundation of Greater Metrowest NJ
  • Jewish Federation of Broward County
  • Jewish Federation of Greater Atlanta
  • Jewish Federation of Cincinnati
  • Jewish Federation of Delaware
  • Jewish Federation of Greater Houston
  • Jewish Federation of Greater Washington
  • Jewish Federation of Metro Chicago
  • Jewish Federations of North America
  • Jewish Federation of South Palm Beach Cty.
  • Jewish Foundation of Memphis
  • Jewish National Fund
  • Kalamazoo Community Foundation
  • Kansas Association of Community Foundations
  • Kansas State University Foundation
  • Kent State University
  • La Salle University
  • Loma Linda University
  • Luzerne Foundation
  • Maine Community Foundation
  • Macalester College
  • Madison Community Foundation
  • Manatee Community Foundation
  • Marin Community Foundation
  • Mayo Clinic
  • Medical Association of GA Foundation
  • Mennonite Brethren Foundation
  • Michigan State University Foundation
  • Miami Foundation
  • Miami Jewish Foundation
  • MidAmerica Planned Giving Council
  • Mid Iowa Planned Giving Council
  • Minnesota Community Foundation
  • Montgomery County Community Foundation
  • Morgan Stanley Smith Barney GIFT
  • Mount Holyoke College
  • Mutual of Omaha/United of Omaha
  • NRG Energy
  • National Center on Family Philanthropy
  • National Christian Foundation
  • National Philanthropic Trust
  • Natural Lands Trust
  • Nature Conservancy
  • New Hampshire Charitable Foundation
  • New York Life Insurance Company
  • Norfolk Foundation
  • North Texas Community Foundation
  • Northeastern University
  • Northern California Community Foundation
  • Northern Illinois University
  • Northwest Arkansas Community Foundation
  • Oklahoma City Community Foundation
  • Oklahoma United Methodist Foundation
  • Ohio State University Foundation
  • Omaha Community Foundation
  • Opportunity International
  • Orange County Community Foundation
  • Oregon Health & Science University Foundation
  • Oregon Community Foundation
  • Oshkosh Area Community Foundation
  • Parkersburg Area Community Foundation
  • Pennsylvania State University
  • Permian Basin Area Foundation
  • The Philadelphia Foundation
  • Philanthropy Northwest
  • Pittsburgh Community Foundation
  • Portland State University
  • Presbyterian Foundation
  • Princeton Area Community Foundation
  • Rhode Island Foundation
  • Rochester Area Foundation
  • Roncolli Foundation
  • St. Ignatius College Preparatory School
  • St. Lawrence Seminary
  • St. Lawrence University
  • Saint Joseph’s Hospital of Atlanta, Georgia
  • Saint Luke’s Foundation
  • Saint Paul Foundation
  • Salvation Army-Southern Territory
  • San Angelo Area Foundation
  • San Diego Foundation
  • San Francisco Foundation
  • San Jose State University
  • Santa Barbara Foundation
  • Sarasota Orchestra
  • Schwab Fund for Charitable Giving
  • Seattle Children’s Hospital Foundation
  • Seattle Community Foundation
  • Securian Financial Services
  • Senior Source
  • Seventh-Day Adventist Church
  • Sewanee University of the South
  • Shepherd Center
  • Sioux Falls Area Community Foundation
  • Smoky Valley Community Foundation
  • Southeastern Council of Foundations
  • Southern Illinois Community Foundation
  • Southwestern Medical Foundation
  • Spartanburg County Foundation
  • Temple University
  • Texas Methodist Foundation
  • UJA Federation of Northern New Jersey
  • United States Naval Academy Foundation
  • United Way Worldwide
  • United Theological Seminary
  • University of California, Berkeley
  • University of California, San Francisco
  • University of Michigan
  • University of Mississippi
  • University of Pennsylvania
  • University of South Carolina Foundation
  • The University Of The South
  • University of Wisconsin Foundation
  • US Trust Charitable Services
  • Valley Community Foundation
  • Vanguard Charitable Endowment Program
  • Visiting Nurse Association
  • Wells Fargo (formerly Wachovia)
  • Westminster Canterbury
  • West Point Association of Graduates
  • Williams College
  • Winston-Salem Foundation
  • Wichita Community Foundation
  • World Vision
  • World Wildlife Federation
  • Wycliffe Foundation
  • York County Community Foundation
  • Yavapai County Community Foundation