Bryan K. Clontz
CharitablePlanning.com Author
Biography
Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and life insurance appraisals/audits.
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 national fund allowing employers to create emergency assistance and disaster relief funds for their employees. He also created the National Gift Annuity Foundation, the National Pooled Income Fund and the National Collection of Visual Arts.
Charitable Gift Annuity Reinsurance: What It Is, What It Isn't and When It Works and When It Doesn't-
Gift annuity reinsurance has long been a misunderstood topic. Life insurance companies suggest reinsuring everything. Investment managers suggest reinsuring nothing. Like most things in life, there is a prudent middle-ground. Charities have never been so concerned about gift annuity pools and are exploring every possible option for risk management. This article helps people better understand what reinsurance can and can't do to mitigate risk. Case studies are used to answer most of the frequently asked reinsurance questions.