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 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.
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
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. _
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.
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.
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.
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. _
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.