Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP

Bryan is president and co-founder of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, life insurance appraisals and CRT/CGA investment management. He also serves as a Senior Consultant for Ekstrom & Associates – a Connecticut-based community foundation consulting firm.

From 1993-2003, he served as the vice president of advancement at The Community Foundation for Greater Atlanta and the national director of planned giving for Boys & Girls Clubs of America. He received a bachelor’s 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; and a master’s degree in financial services from the American College in Bryn Mawr, PA.

At 24, Bryan became the youngest South Carolinian to ever earn the certified financial planner designation (CFP®), and subsequently earned the chartered life underwriter (CLU), chartered financial consultant (ChFC), accredited estate planner (AEP) and chartered advisor in philanthropy (CAP) designations. For six years, he served as a graduate adjunct professor of 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, the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation, the American Council on Gift Annuities’ Rate Recommendation Committee and the National Committee on Planned Giving Board for 2007-2010. Bryan has also owned a NAPFA fee-only financial planning firm since 1996 focusing on middle-market clientele.

He has given more than 400 presentations on financial planning and planned giving topics; been published in an international insurance textbook; and written more than a dozen articles in financial services and planned giving journals, including a planned giving manual entitled Just Add Water, which has sold more than 2,000 copies. Bryan chaired the inaugural statewide Leave a Legacy Georgia! campaign. He has also served as an expert witness on charitable gift annuity default and reinsurance and is the principal inventor of a patent-pending CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite).

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Viken Mikaelian

In 1999, Viken co-founded VirtualGiving, the first company focused specifically on "Bringing Planned Giving to the Internet." Since then, VirtualGiving has helped over 300 non-profits get their planned giving programs on the Web, published numerous white papers, and conducted various national surveys to help you and your peers.

Viken is president of VirtualGiving (Valley Forge, PA), focusing on product development and marketing. He is also a co-founder of Planned Giving.Com, LLC (a powerful resource center) and is currently spearheading the "fundraisers’ version" of the LegacyPlanner® - the first interactive software tools that will be free for all practicing professionals.

Viken is a graduate of the University of Pennsylvania. His major area of concentration for the past 16 years has been development communications, producing over 1600 publications for capital campaigns and planned giving programs. His former graphic design firm’s portfolio includes numerous awards, including five from CASE.

Viken’s expertise in combining planned giving principles with marketing and technology tools to explain planned giving to the lay prospect continues to be his driving force in the gift-planning community.

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Kerri L. S. Mast, J.D.

Kerri L.S. Mast joined Brown Brothers Harriman & Co. in 2010, where she is responsible for wealth planning services in the Charlotte office. Prior to joining BBH, Ms. Mast worked at Foundation For The Carolinas, where she advised donors and their professional advisors on issues relating to charitable giving and non-profit governance. Prior to her work at Foundation For The Carolinas, Ms. Mast practiced law at the law firm of Moore & Van Allen PLLC in Charlotte, where she advised families on estate and tax planning matters.

Ms. Mast serves on several boards and committees, including the Queens University Estate Planners Day Steering Committee, the Hawthorne Lane UMC Finance Committee and the Hawthorne Lane UMC Preschool Board, and is a member of the Charlotte Estate Planning Council, the North Carolina Planned Giving Council, the Mecklenburg Bar Association and the North Carolina Bar Association.

Ms. Mast received her JD from Emory University School of Law, where she was the Managing Editor of the Emory International Law Review, and her BA from Wake Forest University.

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Chris McLeod, J.D.

Chris McLeod is Executive Director of The Greater Charlotte Trust, a supporting organization of Foundation For The Carolinas, that invests and manages cultural endowments in excess of $100 million. Chris works with the Arts & Science Council of Charlotte-Mecklenburg and the staff and boards of 24 Mecklenburg County arts, science, history and heritage organizations to build endowments through planned giving. As an attorney with fourteen years of development experience, Chris advises cultural organizations about how to implement a planned giving program, provides coaching and strategy for donors visits and meets with donor families interested in making charitable bequests to nonprofits organizations. Chris is Chair of Leave A Legacy for the Charlotte Region, a member of the National Committee of Planned Giving, the North Carolina Planned Giving Council and the Association of Fundraising Professionals. Chris is also an active member of Women’s Impact Fund, a 450 member Collective Giving Program and serves on the Endowment Committee for Myers Park Baptist Church.

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Paulette C. (Lee) Mulligan

Paulette C. (Lee) Mulligan is an attorney with Strauss & Associates, PA, an estate planning, probate and estate administration firm with offices in Asheville and Hendersonville, North Carolina. Her prior experience includes work with college and healthcare foundations as well private practice in New York, New Jersey, and North Carolina.

Lee holds a B.A. from New York University and a J.D. from New York University School of Law. She is a member of the American Bar Association as well as the New York and North Carolina Bar Associations. She has served with several councils and foundations to include the Land of Sky Estate Planning Council, United Way of Henderson County, Carolina Mountain Land Conservancy and the Folk Artists Foundation, Blue Ridge Community College (Trustee and Foundation Executive Director), and the Thoms Health Services Foundation.

Lee is married to Thomas Mulligan, President of Summit Title Insurance in Hendersonville, NC. Lee and Tom reside in North Carolina with Murphy and Midnight, a slightly deranged Jack Russell Terrier and self-important cat. Lee’s son and daughter-in-law live in New York. Other than to family, Lee's personal time is devoted to community service, reading, golf and horseback riding. She and Tom are parishioners as St. James Episcopal Church in Hendersonville.

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Valerie E. Rumbough, CPA, CFP

Valerie E. Rumbough is the Chief Operations Officer of the Baptist Foundation of SC, a foundation created and accountable to the South Carolina Baptist Convention for receiving and administering charitable gifts and managing investment funds for South Carolina Baptist institutions, associations, churches, and ministries. Her responsibilities include supervision of trust administration, tax preparation, budget and audit as well as responsibility for the Foundation’s portfolio of almost $90 million in over 600 accounts. Mrs. Rumbough is also actively involved in business development and often conducts seminars across the state of South Carolina on financial and estate planning, planned giving, and church finance. In addition, Mrs. Rumbough writes a financial series, In Your Interest, which is published in The Baptist Courier.

Mrs. Rumbough is a magna cum laude graduate of Furman University as well as a graduate of the College for Financial Planning. She has also completed the Series 65 Examination. Prior to joining the Foundation in 2000, she spent over 10 years in the trust banking and public accounting fields, with emphasis on trust and estate planning. Immediately prior to joining the Foundation, Mrs. Rumbough was a senior tax accountant with Bauknight, Pietras & Stormer, PA of Columbia, SC.

Mrs. Rumbough is a member of the American Institute of CPAs, the SC Association of CPAs (PFP Committee), the American Council on Gift Annuities, the National Association of Professional Women, and the National Committee on Planned Giving. She is also a member and past President of the Columbia Estate Planning Council. In addition, she often volunteers her time for counseling financially challenged individuals and families.

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R. Daniel Shephard, CFRE

R. Daniel Shephard, CFRE is the founder and Principal of Development Training Solutions (DTS). Dan is a committed and proven development professional, with 25 years experience in the not-for-profit sector. Dan has proven the value of his methodology by raising more $50 million in outright, life income, and testamentary gifts, significantly by training and mentoring his staff, colleagues, and key volunteers to identify and engage their best prospective donors. Dan knows from personal experience the value to the fundraiser of being equipped with both the information and the confidence to engage a prospective donor in a discussion that will result in a significant gift commitment.

Dan has served as Director of Development for The Linsly School, Planned Giving Officer for the Florida State University Foundation, Director of Development for the Pamplin College of Business at Virginia Tech, Director of Gift Planning for The Citadel Foundation, and Associate Vice President for Development at Mary Baldwin College. His variety of experiences at small and large schools, at public research universities and private colleges, have given Dan opportunities to learn how theory and best practices may be successfully implemented to fit the distinctions of the particular institution he serves. He brings this breadth of experience and this philosophy to his workshops and coaching programs.

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