We gratefully acknowledge the support of programs and services for small-staffed foundations and philanthropists provided by our corporate partners.
Foundant Technologies provides the powerful online Grant Lifecycle Manager (GLM) system, and leads the industry in customer service. Through an intuitive platform – suitable for even the most basic computer user – and Client Success Managers dedicated to honest, lasting relationships Foundant has become the most recommended online grant management solution today.
Glenmede is among the nation’s leading investment and wealth management firms, with $25 billion of investable assets under management for high-net-worth individuals, families, family offices, endowments and foundations. Glenmede also provides customized administration, grants management and advisory services to foundations and other nonprofit organizations. For further information, please visit www.glenmede.com.
Blackbaud, LLC is the leading provider of software and services to the giving community worldwide. MicroEdge solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. The company is committed to providing the best technology toolset for foundations, corporations, government agencies, donors, advisors, and financial institutions.
The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. The Giving Account®, a donor-advised fund, was introduced in 1991 when Fidelity Charitable® was founded. Today, we work with over 132,000 donors to support more than 219,000 charities and make more of a difference every day.
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools.
Now in our second decade, Foundation Source provides its services to more than 1,400 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.
At U.S. Trust® Institutional Investments & Philanthropic Solutions (Philanthropic Solutions), we are committed to making your philanthropic endeavors more fulfilling and effective. Drawing on our deep resources and experience in philanthropy, we can help you design and implement a philanthropic strategy that allows you to focus on what is important to you.
At Klein Wealth Management, we help our clients create a legacy they can be proud of – the first tenet is developing an Investment Policy Statement (IPS) to ensure fiduciary duties are managed effectively and prudently.As a partner ofHighTowerAdvisors, KWM offers an independent, unobstructed view.
O’Connor Davies, LLP is a full service Certified Public Accounting and advisory firm providing a complete range of accounting, tax and compliance-related services to over 2,000 not-for-profit organizations and over 225 private foundations.
For thirty years, Riverbridge Partners has served the investment needs of families and foundations, as well as large institutions and endowments. We are dedicated to the application of a timeless investment approach which has resulted in a proven record of risk-adjusted performance. We don’t predict the market. We don’t chase quarterly results. We position ourselves to navigate an unpredictable world and are relentless in achieving successful results for our clients. Our goal is to help you give more.
Sonen Capital is an investment firm exclusively dedicated to amplifying a foundation’s grant making through mission aligned impact investments. Our name, which is a modified acronym – Social and Environmental capital not only embodies our values, but also our conviction that investing to generate financial returns and lasting social and environmental impact are compatible and mutually reinforcing objectives.
Suntrust: The Foundations and Endowments Specialty Practice works exclusively with not-for-profit organizations. Our institutional teams include professionals with extensive not-for-profit expertise. These professionals are actively engaged in the not-for-profit community and are able to share best practices that are meaningful to their clients.
At TCC Group, we are passionate about helping the social sector achieve greater impact by developing strategies and programs to enhance organizations’ efficiency and effectiveness.