Dan Greenspon

As Vice President of Strategic Partnerships and Business Development, Dan helps financial and non-profit institutions, as well as financial professionals and donors to unlock more illiquid or complex assets for philanthropic grantmaking purposes. He assists institutions with their marketing and messaging around the philanthropic conversation specific to their readiness to respond to their donors questions and situations concerning complex asset donations.

Dan is also Founder and CEO of DG Capital Insights, LLC, a philanthropic consulting firm focused on donor-advised funds, private foundations, and planned giving technology, administration, marketing, and fundraising efforts.

He has spent more than 12 years in the charitable gift administration marketplace with leading firms like Vanguard Charitable, National Philanthropic Trust, and most recently RenPSG. During his career in the philanthropic sector, Dan has worked closely with institutions (including non-profits) and professional advisors to design and build new philanthropic gift administration platforms in order to bring more capital to the social sector and help non-profits raise more dollars for their causes. Dan also advises financial institutions, non-profits, foundations, and professional advisors in their donor-advised fund strategy, donating complex assets, impact investing, specialized grantmaking services and legacy planning.

Dan earned a bachelor’s degrees in both Economics and Urban Planning at the University of Pittsburgh. He also holds a Non-Profit Management Certificate from the University of Pittsburgh and obtained the Chartered Advisor in Philanthropy (CAP) designation from The American College in 2011. He volunteers locally in the Philadelphia region as a member of the executive committee of the Board of Directors for the Visiting Nurses Association in Abington, PA. Dan is also a member of the Board of Directors at the Greater Philadelphia Planned Giving Council. 

Dan resides in Lafayette Hill, PA with his wife and two children. He enjoys the outdoors and hikes, skis, and plays tennis and golf for leisure. 

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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.