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,
Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®
Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tuscon, AZ.
Bryan is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust - two national donor advised funds focusing on non-cash assets generally and S-corp transactions, respectively. He is also the founder and president of The Emergency Assistance Foundation, Inc.– a global charity that allows employers to create emergency assistance and disaster relief funds for their employees. As of 2020, EAF works with more than 300 employers and 10 million employees. Finally, Bryan created the National Gift Annuity Foundation, the largest national independent gift annuity platform.
In the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta. He received a bachelor’s degree in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; master’s degree in financial services, as well as a Ph.D. in retirement and financial planning from The American College in of Financial Services in Bryn Mawr, PA. (Dissertation: A Study of the Relationship Between Gift Annuity Solvency and Disparate Statutory Insurance Regulation)
He has earned the following designations: Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Philanthropy, Accredited Estate Planner, Retirement Income Certified Professional, Certified Bitcoin Professional and Chartered Special Needs Consultant.
From 2000-2005 he served as a graduate adjunct professor for both personal financial planning and life insurance in the Department of Risk Management and Insurance at Georgia State University. He serves on the Editorial Board of the Planned Giving Design Center (2000 current), the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation (2001-current), the American Council on Gift Annuities’ Rate Recommendation (2003-2010) and Research Committee (2003-current) and the National Association of Charitable Gift Planners Board, formerly NCPG (2007-2009). He also was a partner in a NAPFA-registered fee-only financial planning firm, Tombs Moody & Clontz from 1995-2003.
He has given more than 2,000 presentations on charitable gift planning and community foundation topics (including the National Committee on Planned Giving Conferences, American Council on Gift Annuities and more than 50 speeches at national community foundation conferences – COF, ADNET, FAOG); been published in an international insurance textbook; and authored a book called Charitable Gifts of Noncash Assets, a planned giving manual entitled Just Add Water, and a dozen articles in financial services and planned giving journals. Bryan chaired the inaugural statewide Leave a Legacy Georgia! Campaign involving more than 400 charities. He has served as an expert witness on charitable gift annuity default and reinsurance involving an Arizona charitable bankruptcy and as a donor advised fund expert witness for a Virginia bankruptcy. He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality.
He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes.
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,
Ryan Raffin, JD, CAP®
Ryan 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.
Prior to joining Charitable Solutions, Ryan graduated from the University of Iowa College of Law. He earned a bachelor's degree in accounting from the University of Notre Dame. He is licensed to practice in Colorado and South Carolina.
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,
Sarah Hawk
Sarah serves as the Donor Relations Project Manager, where she is the lead project manager on non-cash asset donations of business interests. She is the primary donor and professional advisor liaison throughout the charity grant process, and works alongside the team’s tax lawyers to conduct due diligence of business entities and individuals. She also manages a number of real estate and crypto donations. Currently serves as a Board Member and Director of the Legal Committee for Doing Good, a non-profit organization located in Nashville, Tennessee. She has work experience in the areas of legal consulting, civil litigation, and legal research and writing.
Prior to joining Charitable Solutions, Sarah graduated from Belmont University College of Law. She earned a bachelor’s degree in Public Relations and Business from the University of Tennessee, Knoxville.
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,
Brad Caswell
Brad is Vice President, New Business and a strategic consultant to Charitable Solutions, helping non-profits improve their handling of inquiries of illiquid asset donations and build effective gift acceptance processes. He assists charities with their external messaging and internal readiness to respond to donor questions and situations, especially to further enhance their development programs and capital campaign efforts.
He is also the president of the Acadia Squam Group, a consultancy to non-profits. He engages with organizations of all sizes, with the mission to enhance fund-raising results through a better understanding of donor advised funds and complex gift situations in their work.
Brad spent 12 years as the COO of the Vanguard Charitable Endowment Program, one of the largest donor-advised funds in the country. His engaged and talented teams managed a wide variety of donor conversations, asset donations, grant due diligence and awards, investment transaction activity, and invested in numerous process and technology improvements to scale the activity over the years.
Prior to that, he developed his own practice of assisting non-profits with gifts of complex illiquid assets, in fact competing with Charitable Solutions in the early 2000’s, and now returning to partner with Bryan’s team today. He also spent 20 years working in the client facing and customized product delivery side of several technology organizations, including Compaq and Hewlett-Packard.
Brad holds an MBA from Rutgers University and an undergraduate degree from Hamilton College. An avid squash player, he regularly competes in events throughout the New Jersey/Philadelphia area. Brad is also an active volunteer to local organizations and has served on various non-profit boards and industry councils.
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,
Gary Snerson, J.D.
Gary serves as Senior Vice President, Non-Cash Assets. For the past 15 years, he served as the Senior Vice President of Estates and Special Investments at the Harvard Endowment. He also worked extensively with planned giving and development officers throughout Harvard University and implemented a variety of planned gifts funded with traditional and unique assets. Examples of planned gifts that Gary secured for Harvard include inter vivos charitable remainder unitrusts and charitable lead trusts, charitable gift annuities, testamentary trusts, retained life estates and bequests.
For 25 years prior to accepting his position at Harvard, Gary practiced law in Boston, Massachusetts and specialized in Estate Planning and Trust Administration. His practice also included business and commercial real estate law.
As a part of academia, Gary has taught numerous undergraduate and graduate courses in finance, law, negotiation and estate planning at several Boston area institutions including Bentley University, Boston University and Lesley University. Furthermore, he has spoken to numerous groups including the NEPGG, IMI Institute and the Ivy League Plus Planned Giving Group.
Gary received his bachelor’s in science in business administration (cum laude) and master’s in business administration from Babson College. He earned his juris doctor from Georgetown Law School and a master’s of science degree in finance degree from the Carroll School at Boston College University.
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,
Russell A. Willis III, J.D., LL.M.
Russ is a tax lawyer, a freelance writer, and a consultant to other lawyers - an advisor to the advisor - on issues arising in connection with wealth transfers. Much of his practice is focused on structuring charitable contributions of closely-held business and real property interests, so as to serve the mutual benefit of all parties.
Russ has written numerous articles for publications serving tax and charitable gift planning professionals, and he has been a frequent conference and seminar speaker. Several years ago, he launched a newsletter, the Jack Straw Fortnightly, analyzing current developments in the law -- both tax and nontax -- concerning the transfer of private wealth in this country.
More recently, he created a seven-hour course of asynchronous webinars titled "PG 103: stuff every gift planner should kinda know" comprising a complete, somewhat advanced course on tax-advantaged charitable gift planning techniques. Each segment of the course is approved by CFRE International for an hour of education credit for certification or recertification.
Russ has a law degree from St. Louis University and a master's degree in Taxation Law from Washington University in St. Louis. His undergraduate degree in English Literature is from Indiana University, Bloomington, and he has a master's degree in English from the University of Chicago.
A transportational bicyclist and sometime bike mechanic, Russ has lived car- free since 2008.
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,
Paul Capersan
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. Between 2012-2022, Paul served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida, where his Gift Planning team closed $1.25 billion (of the Campaigns $4 billion total) in deferred gifts and outright gifts of complex assets. Prior to his position at the University of Florida, Caspersen lead the Gift Planning program and Iowa State University. In the decade before Gift Planning, Caspersen gained his first experience in Financial Services.
Paul is also the Founder at Planned Giving Interactive (PGI), a charitable planning software & consulting organization. PGI provides charities with practical tools to research complex gifts and an industry-leading, extensive suite of document drafting software and consulting to automate donor compliance-related documents.
He is also a national board member of The National Association of Estate Planners & Councils (NAEPC), which has over 270 member estate planning councils and provides services to their estimated 30,000 individual members.
In 2011 Caspersen published the book “Direction Memo: How to Write a Letter of Instructions for Your Estate Plan,” and is regularly published in peer reviewed journals, such as Trusts & Estates.
Caspersen graduated with Honors from the College for Financial Planning, in Denver, CO with a Masters in Financial Planning & Taxation and undergraduate degree from the University of Northern Iowa in Business Communications.
When not working Paul enjoys marathon training, cooking, golfing and spending time with his wife Dana and two sons, Gabe and Garner.
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,
Phil served as senior philanthropic counsel for Duke University from 2016 to 2021, after serving as Assistant Vice President for Gift Planning since 2008. He initially joined Duke in 2002 as the director of planned giving. Phil also served as President of Duke University Philanthropies, Inc. from 2006-2021 and as Vice President from 2004-2006. He is an attorney and focuses primarily on helping donors and their professional advisors understand and consider charitable gifts that require some measure of tax, legal or financial planning. Phil’s work typically includes charitable gift and tax issues related to estates, trusts, life income gifts (such as charitable gift annuities and charitable remainder trusts), charitable lead trusts, real estate, closely held companies, partnerships, IRD assets and other complex gift arrangements.
Phil grew up on a farm near Blacksburg, Virginia. He earned his undergraduate degree from the Pamplin College of Business at Virginia Tech in 1983 and thereafter worked in sales, finance and management positions with the Ralston-Purina Company of St. Louis, Missouri. In 1988, he graduated from Washington & Lee University’s School of Law and practiced with Willcox & Savage in Norfolk, Virginia. He worked in development for Virginia Tech from 1992-2001 and served in several roles during that time, the last being senior director of development. Phil is a member of the Virginia bar and is admitted to practice before the Supreme Court of Virginia and lower state courts, Federal District Court, U.S. Fourth Circuit Court of Appeals and the U.S. Supreme Court.
During his years at Virginia Tech and Duke, Phil served as a guest lecturer in undergraduate and graduate level university courses, as well as a presenter for boards, attorneys, CPAs and other professional groups. He has spoken on legal, accounting, campaign, and financial topics related to charitable giving at state, regional, and national conferences and has been quoted in BusinessWeek, Kiplinger’s, Inside Higher Education, The Chronicle of Higher Education, and other media.
Phil and his wife, Katharine “Kate” Buchanan, have three sons. The family enjoys travel, golf, skiing, fishing, all college sports (football and basketball in particular) and spending time with friends and family. The Buchanans reside in Durham, North Carolina.
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,
Johnne Syverson
Johnne is the Executive Director of the Charitable Giving Resource Center, LLC. He has professional credentials as a Certified Financial Planner™ (CFP®) Practitioner and is one of only 1,800 practitioners in the United States who is credentialed as an Accredited Estate Planner (AEP®). He was one of the first practitioners in the nation to be awarded the Chartered Advisor in Philanthropy® (CAP®) designation.
With over 40 years’ experience in helping individuals integrate philanthropy into their traditional financial and estate planning process, Johnne serves as a resource to nonprofits and professional advisors in the area of charitable tax and estate planning, a strategy that enables individuals to increase their income, reduce taxes, and preserve their estate for their heirs and the charities of their choice. He especially enjoys helping nonprofit organizations to help their donors do more for themselves, their families and their communities through the use of various Gift Planning instruments on an outsourced basis through his affiliation with the National Gift Annuity Foundation.
Johnne is a member of the National Association of Gift Planners (CGP), the American Council on Gift Annuities (ACGA), past president of the Mid-Iowa Planned Giving Council, and past president of the International Association of Advisors in Philanthropy (AiP). Johnne holds a Master of Science degree in Financial Services (MSFS) from the American College in Bryn Mawr, PA.
Johnne and his wife Linda reside in West Des Moines, IA. They have three grown children and nine grandchildren whom they enjoy being with very much.
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,
James Wismer serves as Vice President of Finance for Charitable Solutions focusing on the accounting functions of the organization and overseeing the Finance department. With 20 years of experience in accounting, including more than 10 years in nonprofit finance leadership roles, James brings extensive knowledge to help maximize and support the the Charitable Solutions' mission.
Born and raised in Tampa, James graduated from the University of South Florida with a bachelor's degree in accounting. Outside of his professional life, James enjoys spending quality time with family. He is also a passionate sports enthusiast.
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,
Dan Greenspon
As Vice President of Strategic Partnerships and Business Development, 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. He assists institutions with their marketing and messaging around the philanthropic conversation specific to their readiness to respond to their donors questions and situations concerning complex asset donations.
Dan is also Founder and CEO of DG Capital Insights, LLC, a philanthropic consulting firm focused on donor-advised funds, private foundations, and planned giving technology, administration, marketing, and fundraising efforts.
He has spent more than 12 years in the charitable gift administration marketplace with leading firms like Vanguard Charitable, National Philanthropic Trust, and most recently RenPSG. During his career in the philanthropic sector, Dan has worked closely with institutions (including non-profits) and professional advisors to design and build new philanthropic gift administration platforms in order to bring more capital to the social sector and help non-profits raise more dollars for their causes. Dan also advises financial institutions, non-profits, foundations, and professional advisors in their donor-advised fund strategy, donating complex assets, impact investing, specialized grantmaking services and legacy planning.
Dan earned a bachelor’s degrees in both Economics and Urban Planning at the University of Pittsburgh. He also holds a Non-Profit Management Certificate from the University of Pittsburgh and obtained the Chartered Advisor in Philanthropy (CAP) designation from The American College in 2011. He volunteers locally in the Philadelphia region as a member of the executive committee of the Board of Directors for the Visiting Nurses Association in Abington, PA. Dan is also a member of the Board of Directors at the Greater Philadelphia Planned Giving Council. Dan enjoys the outdoors and hikes, skis, and plays tennis and golf for leisure. Dan resides in Lafayette Hill, PA with his wife and two children.
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,
Alan Breus
As one of the top estate appraisers in the country, and member of the editorial board of Trusts & Estates journal, Alan advises and consults with universities, charities, brokerage firms and accounting firms in the areas of estate tax, insurance and non-cash related donations of fine art objects, archives, documentary film and insurance related financial instruments. Alan’s educational background includes degrees in Art History from The New School, New York City and Appraisal Studies from New York University, as well as advanced studies in Insurance, underwriting and financial planning. He is a member of the Smithsonian Professional Advisors and the Art board of the Trusts and Estates publication. He uniquely qualified to appraise donated life insurance policies.
He has published articles in, The Journal of Accountancy, Trusts & Estates and other print media and is a sought after speaker who has been a sponsor and/or speaker at recent national and regional conferences.
His extensive experience includes:
- Fine Art Appraisal (including Sculptures)
- Rare Books Appraisal
- Historic Documents Appraisal (including Autographs)
- Appraisal of Engravings and Lithographs
- Fine Jewelry Appraisal
- Documentary Films Appraisal
- Archive Appraisal
- Memorabilia Appraisal
- Fine Wines Appraisal
- Antiques & Collectibles Appraisal
- Intellectual Property Appraisal
- Final Estate Tax Appraisal
- Insurance Policies Appraisal
- Fine Art Appraisal Services with specific reference to estate and gift tax issues
- East Coast Division Insurance advisor to Legg-Mason Securities, 2003 – 2005
- Financial resource committee Kennesaw State Univ. 2002-2004, Atlanta, GA
- Board of Advisors, Business Division, JNF, New York City
- Prior Member-Development Board, American Red Cross-SE Division (Atlanta)
- Advisor/Appraiser for non-cash donations to charitable organizations, including: Northwestern University, Harvard University, DePaul University, John Carroll University, Ohio University, Columbia University, The National Children’s Cancer Society, The Advocate Hope Children’s Hospital, Planned Parenthood, The Holocaust Museum, The National Archives
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
Alex serves as Director of Gift Annuity Administration for the National Gift Annuity Foundation. Previously, she was with Charitable Trust Administration Company where she spent over 10 years assisting non-profits with the management and administration of their charitable programs and specializing in state compliance and charitable gift annuity administration. Prior to this she worked in charitable accounting for American Cancer Society.
Alex graduated from the University of Akron in 2003 with a bachelor’s degree in arts & sciences. She also earned a master’s degree in public administration with a focus on budgeting, financial analysis, and ethics.
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,
Alexandra Sedor serves as Director of Gift Annuity Administration for the National Gift Annuity Foundation. Previously, she was with Charitable Trust Administration Company where she spent over 10 years assisting non-profits with the management and administration of their charitable programs and specializing in state compliance and charitable gift annuity administration. Prior to this she worked in charitable accounting for American Cancer Society.
Alexandra graduated from the University of Akron in 2003 with a bachelor’s degree in arts & sciences. She also earned a master’s degree in public administration with a focus on budgeting, financial analysis, and ethics.
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,
Kim Lathbury Clontz
Kim manages marketing and communications for Charitable Solutions. Previously, she was public relations director for Atlanta-based Shepherd Center, the largest spinal cord and brain injury rehabilitation hospital in the country, where she worked alongside marketing/sales staff to generate national awareness and increase referrals from other hospitals.
Prior to this, Kim was a media relations coordinator for Children’s Healthcare of Atlanta, a 500-bed, two-hospital and 22-clinic pediatric health system. She also served as public relations coordinator for Sawyer Riley Compton, Atlanta, a full-service advertising and public relations agency that served national agri-business and industrial clients.
Kim graduated from the College of Charleston in S.C., with a bachelor’s in business and minor in marketing. She lives in Jacksonville, FL with her husband and two daughters.
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,
Douglas A. Stockham, SIOR, CCIM
Doug serves as Partner, Emergency Assistance Foundation. Alongside his real estate and business activities Douglas has a history of active involvement with non-profits and community foundations including serving as officer and on numerous boards ranging from startups to well established organizations.
His commercial real estate work included advising and assisting clients in the donation of real estate to non-profits. His presentations, on the merits of non-cash donations, led to him joining the Community Foundation of Greater Birmingham to establish the Charitable Real Estate Fund, a support organization. He served as its board Chairman for one term and was on the board from its founding until 2008.
Doug's work in commercial real estate work enabled him to earn the prestigious, Society of Industrial and Office Realtors (SIOR) designation, a professional symbol of the highest level of knowledge, production, and ethics in the real estate industry. He also earned the Certified Commercial Investment Member (CCIM) designation. In addition, he is a member of the Society of International Business Fellows (SIBF) a private non-profit organization headquartered in Atlanta, GA, which comprises approximately 450 businesses, professional and academic leaders from around the world.
He has an active history in working with community foundations and non-profits, including serving on numerous boards. In 2001 he became a donor advisor when the Stockham foundation was converted from a private foundation to a Donor Advised Fund with the Community Foundation of Greater Birmingham. Currently, Douglas serves as a member of the board of the Community Foundation of Palm Beach & Martin Counties. He is Chairman of the development committee and a member of the investment committee. He is a trustee and former president and member of the board of the Friends of Birmingham Botanical Gardens. He served as a member University of Alabama at Birmingham President’s Advisory Council; a member of Birmingham-Southern College President’s Advisory Council; and as trustee and vice president of the Birmingham Historical Society.
He received a bachelor of arts degree from Vanderbilt in Nashville, TN and a master’s of business administration in finance from the Wharton School, University of Pennsylvania.
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,
Sheryl Aikman
Sheryl is 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. She led asset development, planned giving, advisor and affiliate relations and nonprofit fundholder services at The Community Foundation of Western North Carolina for over 21 years. Her volunteer roles have included service to AdNet (Advancement Network for Community Foundations), the Council on Foundations, the North Carolina Planned Giving Council and the Land of Sky Estate Planning Council. For eight years, Sheryl served as a peer reviewer for the National Standards for U.S. Community Foundations, conducting rigorous policy, program and operational accreditation assessments.
Sheryl is a Phi Beta Kappa graduate of Davidson College and holds a master's degree in Management of Nonprofit Organizations from Case Western Reserve University.
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,
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. Currently, she provides direct support to Charitable Solutions' senior staff. Specifically, she manages databases, prepares internet and market research, and offers special project support.
Prior to joining Charitable Solutions LLC, she was a Systems, Applications and Products in Data Processing (SAP) Consultant in the field of Human Capital Management.
Cristina earned her bachelor's degree in Economics and Marketing Management from De La Salle University in Manila,
Philippines.
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,
Prior to joining Charitable Solutions, Fan worked 14 years in the world's top pharmaceutical companies as accountant and marketer. She graduated from the Shanghai Jiaotong University of China, where she earned two bachelor's degrees in biology and accounting. She is a licensed CPA Australia.
Catherine A. Reodique serves as project manager and is focused on Charitable Solutions' financial reporting and regulatory compliance procedures.
She holds a bachelor of science in accounting and an associate's degree in Computer Engineering.
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,
Catherine A. Reodique serves as project manager and is focused on Charitable Solutions' financial reporting and regulatory compliance procedures.
She holds a bachelor of science in accounting and an associate's degree in Computer Engineering.
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,
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.
Prior to joining Charitable Solutions, was a lead in the accounting department of corporate businesses in India, where he gained expertise in accounting, financial analysis and financial reporting. He earned a bachelor's degree in commerce and a master's degree in finance from National College at the the University of Calicut, India.
Julianna Mallari
Administrative Assistant
Julianna Malari joined Charitable Solutions, LLC in 2022 as administrative assistant. For more about Julianna,
Julianna Malari joined Charitable Solutions, LLC in 2022 as administrative assistant, where she handles new donor projects, SalesForce client relationship management software processes and appraisal services.
She is a student at Saint Louis University in Baguio City, Philippines working to obtain a bachelor of arts in communication.