Program Specifications

Fees

The National Gift Annuity Foundation will charge an ALL-IN fee of 2.00% of value of the portfolio measured and charged pro-rata 1/2 of 1% quarterly. This includes:

Administration:  This covers all administration, donor payments, record-keeping, and tax compliance. A 100% grant of the residuum comes back to the nonprofit at the death of the annuitant(s).

Investment: This covers all investments, custody and transactions for CGA pool investment management. Both administrative and investment fees are charged to the investment pool, not the donor. Donor income is guaranteed for life.

  • The minimum age for annuitants is 55.
  • We are able to issue gift annuities in all 50 states.

Additional Features:

Annuities can be immediate, deferred, or flexible deferred. They can be funded with cash, stock, mutual funds, and illiquid assets (with board approval).

Total Foundation Assets:

Dechomai Foundation, Inc. and Dechomai Asset Trust/dba National Gift Annuity Foundation has over $1.8 billion in combined assets as of 12/31/2024.

Policies & Procedures:

For a complete description of National Gift Annuity Foundation’s policies and procedures, please click below.

Policies & Procedures

National Gift Annuity Foundation

245 Riverside Ave., Suite 100-058

Jacksonville, FL 32202

888-811-NGAF (6423)

© 2003-2024 National Gift Annuity Foundation

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.