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, view our prospectus or contact LaShonne Barnes, Director of Corporate Partnerships, at 202-580-6560.
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.
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 1,500 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.
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 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.
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.
Using money for good. We can think of no better application of our guidance and skills than helping your organization achieve its mission. At Ellwood, we have more than 40 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.