Charitable Solutions, LLC.
- Planned giving
- 15-50 staff
- Jacksonville, Florida
- Founded 2003
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About
Charitable Solutions, LLC, founded by Bryan Clontz, is a planned-giving risk-management firm focused on non-cash asset receipt and disposition, charitable gift-annuity reinsurance brokerage and risk audits, complex-gift appraisals, and emergency assistance funds for nonprofits. Its work is primarily transactional/back-office gift processing rather than campaign fundraising counsel.
- Sectors served
- Foundations and philanthropyEducationCivic and community
Key staff
Bryan Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RICP, CEPA
President & Founder
Ryan Raffin, J.D., CAP, JD
Partner, Noncash Assets & Compliance
Bryan K. Clontz, PhD, CFP, CLU, ChFC, CAP, RICP, CBP, ChSNC, CEPA, AEP
President & Founder
Brad Caswell, MBA
Vice President, New Business
Paul Caspersen, CFP, MS, AEP
VP, Charitable Trusts & Life Income
Laura Malone, CAP, CEPA
VP, Noncash Asset Donor Relations
Dana Holt, J.D., RICP, AEP, CAP
VP, Real Estate
Gary Snerson, JD
Senior Vice President, Noncash Assets
Johnne Syverson, CFP, AEP, CAP
Vice President, Gift Annuity Services
Daniel Greenspon, CAP
Vice President of Strategic Partnerships and Business Development