Lynn Ierardi

Lynn Malzone Ierardi, JD has more than 35 years of experience in estate and gift planning. She joined NGAF, LLC as Vice President of Real Estate in 2025, and will continue to provide strategic guidance to donors and charities through her firm, Gift Planning Advisor (founded in 2002).

Lynn has a proven track record of building programs that increase engagement and support for charities that include NYU Langone Health, the University of Pennsylvania and Penn Medicine, and the American Heart Association. She has also served as a strategic advisor with the Merrill Lynch Center for Philanthropy and practiced trusts and estates and real estate law.

As a volunteer leader, Lynn’s roles include serving as a member of the National Association of Charitable Gift Planners (2019 Board Chair), CGP Leadership Institute, and CGP Mentor Program Committee (2026 Co-Chair). She has also held leadership positions with CGP Councils in New Jersey and Philadelphia.

An engaging speaker, Lynn has presented internationally at conferences, meetings, and webinars on a variety of estate and gift planning topics. One of her favorite topics is storytelling, which she explores in-depth in her book, Storytelling: The Secret Sauce of Fundraising Success.

Bryan Clontz

Bryan served from 2013-2014 as the Leon L. Levy Fellow in Philanthropy at The American College of Financial Services. He also serves as a Senior Partner to Ekstrom Alley Clontz & Associates – a community foundation consulting firm in New Haven, CT.

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 of The Emergency Assistance Foundation, Inc. – a national fund allowing employers to create emergency assistance and disaster relief funds for their employees, where he now serves as secretary and advisor to the president.

In the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta.

He received a bachelor of science in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; master’s degree in financial services and Ph.D. in financial and retirement planning from The American College of Financial Services, Bryn Mawr, PA.

From 2000-2005, he served as a graduate adjunct professor for both personal financial planning and life insurance in the Department of Risk Management and Insurance at Georgia State University. He serves on the Editorial Board of the Planned Giving Design Center (2000-current) and on the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation (2001-current).

Previously, he served on the American Council on Gift Annuities’ Rate Recommendation and Research Committee (2003-2010) and the Partnership for Philanthropic Planning (formerly NCPG) Board (2007-2009).

He has given more than 2,000 presentations on charitable gift planning; been published in an international insurance textbook; and written more than two dozen articles in financial services and planned giving journals, including a planned giving manual entitled Just Add Water, which has sold more than 2,500 copies. Bryan chaired the inaugural statewide Leave a Legacy Georgia! campaign.

He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality.