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