Bryan Clontz
President & Founder
Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®, has extensive experience in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and cryptocurrency and life insurance appraisals and audits. For more about Bryan,
Ryan Raffin
Partner, Noncash Assets & Compliance
Ryan Raffin, J.D., CAP®, serves as Partner, Noncash Assets & Compliance, focusing on compliance, tax, and due diligence issues relating to charitable giving. His work involves assessment of proposed donations and liquidation of donated assets. For more about Ryan,
Sarah Hawk
Donor Relations Project Manager
Sarah Hawk, J.D., serves as the Donor Relations Project Manager, where she is the lead project manager on non-cash asset donations of business interests. For more about Sarah,
Brad Caswell
Vice President, New Business
As a seasoned donor advised fund senior executive, Brad Caswell leads our new business and marketing efforts across all service lines. For more about Brad,
Gary Snerson
Senior Vice President, Noncash Assets
Gary Snerson, J.D., serves as Senior Vice President, Noncash Assets. He has served as the Senior Vice President of Estates and Special Investments at the Harvard Endowment. For more about Gary,
Russell A. Willis III
Manager, Non-Cash Research
Russell A. Willis III, J.D., LL.M. serves as Manager of non-cash research and provides legal research and advice on income and transfer tax planning. For more about Russ,
Paul Caspersen
Vice President, College & University Services
Paul brings complex financial thinking to the charitable planning field. As a Certified Financial Planner, Paul has 25 years of financial, estate, and charitable planning experience. For more about Paul,
Phil Buchanan
Vice President, Higher Education and National Charities
Phillip Buchanan, J.D., brings more than 30 years of successful experience building and leading teams and development programs at public and private universities as well as related foundations.
For more about Phil,
Johnne Syverson
Vice President, Gift Annuity Services
Johnne serves as Charitable Solution’s Vice President of Gift Annuity Services and is the Executive Director of the Charitable Giving Resource Center, LLC. For more about Johnne,
James Wismer
Vice President of Finance
James Wismer serves as Vice President of Finance for Charitable Solutions focusing on the accounting functions of the organization and overseeing the Finance department.
For more about James,
Jessica Durr
Director of Tax & Project Management
Jessica Durr serves as Director of Tax and Project Management for Charitable Solutions focusing on
For more about Jessica,
Daniel Greenspon
Vice President of Strategic Partnerships and Business Development
As a consultant to Charitable Solutions, Dan helps financial and non-profit institutions, as well as financial professionals and donors to unlock more illiquid or complex assets for philanthropic grantmaking purposes. For more about Dan,
Jon A. DeLuzio
Multi-Disciplinary Appraiser
Jon A. DeLuzio, ASA ABV MRICS, performs valuations of equity/invested capital, intangible/tangible assets, and financial instruments for purposes of charitable contributions, estate and gift taxation, financing, and more. For more about Jon,
Alan Breus
Artwork/Tangible/Intellectual Property Appraiser
As one of the top estate appraisers in the country, and member of the editorial board of Trusts & Estates journal, Alan Breus advises and consults with universities, charities, brokerage firms and accounting firms. For more about Alan,
John & Lynn Fisher
Precious Metal Appraisers
John & Lynn Fisher of Fisher Precious Metals, assist Charitable Solutions clients navigate the "wild west" of the precious metals industry. For more about John and Lynn,
Bruce Parisi
Business Appraiser
Bruce Parisi founded Vulcan Services, a valuation advisory firm, and supports Charitable Solutions clients with comprehensive business valuations.
Alexandra Sedor
Director of Gift Annuity Administration
As Director of Gift Annuity Administration, Alexandra Sedor manages regulatory tax compliance and donor relations for the National Gift Annuity Foundation. For more about Alexandra,
Kim L. Clontz
Director of Marketing
Kim Clontz has managed marketing and communications for Charitable Solutions Director for more than 15 years. Previously, she was public relations director for Atlanta-based Shepherd Center. For more about Kim,
Douglas Stockham
Partner and President, Emergency Assistance Foundation, Inc.
Douglas A. Stockham, SIOR, CCIM serves as Partner and President of Emergency Assistance Foundation. He has extensive experience in real estate, non-profits and community foundations. For more about Doug,
Sheryl Aikman
Vice President, Community Foundation Solutions
Sheryl Aikman serves as Vice President, Community Foundation Solutions, focusing on connecting community foundations with resources and services to enhance their asset development, planned giving, and professional advisor relationships. For more about Sheryl,
Dr. Donald F. Behan
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,
Christina Elisa Mallari
Senior Administrative Assistant
Cristina Mallari comes to Charitable Solutions with more than ten years of experience in Business Processing and Analysis, Customer Service, Human Resources, Insurance and Information Technology. For more about Cristina,
Fan Li
Senior Administrative Assistant
Fan Li serves as accounting associate focused on reconciliation of donated assets to Dechomai Foundation, Inc. For more about Fan,
Catherine Abang Reodique
Project Manager
Catherine A. Reodique serves as project manager focused on Charitable Solutions' financial reporting and regulatory compliance procedures. For more about Catherine,
Shamil Balachandran
Accounting Associate
Shamil Balachandran brings more than 10 years of accounting experience to Charitable Solutions and is focused on the due diligence of charitable grants, grant issuance, and
managing bookkeeping responsibilities. For more on Shamil,
Julianna Mallari
Administrative Assistant
Julianna Malari joined Charitable Solutions, LLC in 2022 as administrative assistant. For more about Julianna,