Professional Service

We believe in being active in our community.

Our founder and president, Bryan Clontz (CFP®, CLU, ChFC, AEP, CAP) lends his decades of experience in planned giving consulting, charitable gift annuities, non-cash asset receipt/disposition, donor advised funds, and emergency assistance funds to many professional organizations, boards, and committees. He is also a sought-after professional speaker.

National Committee on Planned GivingBoard Member2007-2010
American Committee on Gift AnnuitiesRates Committee2003-2010
National Association of Personal Financial Advisors (NAPFA)registered fee-only advisor1995-2004
Financial Planning Association of Georgia--
American Society of Financial Services Professional--
Georgia Planned Giving CouncilBoard Member1995-2000
Leave a Legacy Georgia! CampaignInaugural Statewide Chair1999
Consumer Credit Counseling of AtlantaVolunteer Presenter on Money Management and Budgeting 1994-2003
Community Foundation Advancement Network Steering Committee 2001-2003
Southeastern Council of FoundationsIncreasing Philanthropy Committee 2000-2003
Southeastern Council of Foundations Lawyers in Philanthropy Subcommittee 2000-2003
The Darlington SchoolPlanned Giving Committee Member-
Estate Planning InstituteFaculty 1998 & 2001
Planned Giving Design CenterEditorial Board-
American College's Chartered Advisor in Philanthropy program Advisory Board-