Corporate Partners

We gratefully acknowledge the support of programs and services for small-staffed foundations and philanthropists provided by our corporate partners.

For information about partnership opportunities, contact our Development Director, LaShonne Barnes.

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.
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Glenmede offers outsourced chief investment officer (OCIO) and advisory services to endowments, foundations and nonprofit organizations. This is a cornerstone of our business, leading to the development of sophisticated solutions and strategies designed to support our clients in furthering their mission and meeting their organizational objectives. In addition, today Glenmede is a leading voice in Mission- Aligned, Sustainable and Impact Investing. Please contact Huldah Robertson at 215- 419-6976 or Huldah.Robertson@glenmede.com for a personal conversation.

Equity Partners

As an equity partner, TD Charitable Foundation supports the advancement of equity learning and practices in the philanthropic sector.

TD Bank’s Ready Commitment is a multiyear, global initiative to help open doors for a more inclusive and sustainable tomorrow. TD focuses their efforts on four key drivers of change that are interconnected and, when addressed, will help people feel more confident—not just about their finances, but in their future and their ability to achieve their personal goals in a changing world._

Gold Level Sustaining Partners

Bank of America Private Bank offers personalized strategies to help you and your family manage the complexities of wealth. From broad-based investment management, backed by our Chief Investment Office and the extensive resources of Bank of America, to managing customized trusts and administering complex estates, we have the experience and a suite of solutions to help meet your diverse needs and goals.

Please visit www.privatebank.bankofamerica.com to learn more.

At ALINE WEALTH, 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.

Silver Level Sustaining Partners

 

 

Blackbaud, Inc. 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.
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At CAPTRUST, we have more than 35 years of experience guiding endowments, foundations, and nonprofits in their quest to balance the foundation equation: meeting investment objectives with an asset allocation that complies with their investment constraints.
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William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide financial advisory services, strategies, and solutions to meet our clients’ evolving needs. As an extension of our firm’s commitment to the community, William Blair offers a comprehensive, custom, bespoke, and efficient consulting capabilities for foundations focused on investing responsibly, evolving grant-making, enhancing operations, and engaging the next generation engagement.
 

 

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, London, New York, San Francisco, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm.

We partner and serve as our clients’ financial confidante, embracing innovation and independent research to address increasingly complex challenges that extend well beyond wealth management

Your Part-Time Controller (YPTC) provides customized accounting and financial management services for over 1200 nonprofits and foundations nationwide. To learn more about YPTC and browse our content, visit www.yptc.com

For over 30 years, we have served nonprofit organizations with comprehensive gift management, tailored investment management solutions, and donor and organizational support. Our clients benefit from the deep and broad resources of BNY Mellon Wealth Management, a leading wealth manager with more than two centuries of experience serving financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations.
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Provisional Partners


Professional Partners

 

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Lotabeg Consulting
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To inquire about partnerships with Exponent Philanthropy, contact LaShonne Barnes.