Simple content posted in on 23 April 2014
audience: Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP | last updated: 23 April 2014

Bryan Clontz

Just Add Water: A Planned Giving Manual for Boys & Girls Clubs
Atlanta, Georgia, Boys & Girls Clubs of America: 40 pgs.
A subsequent generic manual was produced for nonprofits generally, to date, more than 2,000 have been sold.

“Bancassurance in the United States: Effects on Consumers”
Journal of the American Society of CLU and ChFC.

“Harnessing the Community Foundation Conduit for Flexible and Creative Estate Planning: A Case Study Approach”
Program materials for the 43rd Annual Estate Planning Institute (ICLE): 32 pgs.

“Improve Your Practice by Improving Society: Three Easy Steps”
Focus Magazine, Atlanta Association of Life Underwriters.

“Planned Giving with a Shoe String Staff and a Shoe String Budget”
Program materials for the Bi-annual Georgia Planned Giving Council Conference: 31 pgs.

“How to Eliminate Capital Gains Taxes and Increase Your Income Using Charitable
Remainder Trusts.”

Khabar Magazine – October 1999

A. Giffin & Bryan Clontz

“Chapter 7: Integration and Globalization of Financial Services” in
International Risk Management and Insurance

Edited by Harold D. Skipper, Ph.D., CLU

M. Newton & Bryan Clontz

“An Analysis of Commercial Insurance as an Alternative Gift Annuity
Financing Option.” Journal of Gift Planning, National Committee on Planned Giving

Clontz, B. and Brink, M. (2001) “Charitable Uses of Life Insurance.” Planned Giving Design Center.
Clontz, B. (2001) “Discover the Financial Planning Benefits of Your Local Community Foundation.”
National Underwriter Life/Health – November, 2001.
Clontz, B. (2001) “Charitable Planning Under the New Tax Regime.” Program materials for the 46th
Annual Estate Planning Institute (ICLE): 18 pgs.
Appelbaum, S. and Clontz, B. (2002) “Donor Advised Funds: A Tale of Two Cities.” Foundation News &
Commentary – June 2002.
Clontz, B. (2002) “Symbiotic Ways Private Foundations Use Community Foundations.” Planned Giving
Design Center.
Clontz, B. and Derby, A. (unpublished) “Donor Education: Effective Practices.” Monograph for Council on
Foundations Community Foundation Effective Practices Committee.
Clontz, B. and Behan, D. (2004), “Optimizing Charitable Gift Annuity Risk Management: Collaring The Bear
and The Grim Reaper.” (The Journal of Gift Planning, January 2004).
Clontz, B., (2004) “The Top Ten Charitable Gift Annuity Risks to Avoid: How Does Your Charity Stack Up?”,
Planned Giving Today, November.
Clontz, B., (2005) “Missing Out on Non-Cash Asset Gift Opportunities? Avoid the Risks and Get the Gift,”
Planned Giving Today, March.
Clontz, B. and Behan, D. (2005), “Optimizing Charitable Gift Annuity Risk Management Part II:
Reinsurance Revisited.” The Journal of Gift Planning, June 2005.
Clontz, B., “Charitable Gift Annuity Reinsurance: The Top Ten Most Frequently Asked Questions” Planned
Giving Design Center
Clontz, B., “Making the Commitment to Family Philanthropy: A Management Tool for Community
Foundations”, National Center for Family Philanthropy –
Clontz, B. and Bidwell, D., “Converting Real Estate Wealth to Gifts – Opportunities and Challenges.” The
Journal of GIft Planning, 3rd Quarter 2008.
Stockham, D. and Clontz, B., “Emergency Assistance Funds (EAFs) for Disaster Relief and Employee
Hardship”, Planned Giving Design Center

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