2014 Fall Conference Parthers & Exhibitors

The Cleveland Foundation

www.clevelandfoundation.org

As the world's first community foundation, the Cleveland Foundation has enhanced the lives of Greater Clevelanders by addressing community needs through grantmaking and boldly advocating for innovative responses to pressing social issues. The Cleveland Foundation is proud to welcome the world to Cleveland to celebrate 100 years of turning passion into purpose.

Charles Stewart Mott Foundation

www.mott.org

The Charles Stewart Mott Foundation is a private philanthropy committed to promoting a just, equitable and sustainable society. It supports nonprofit programs throughout the United States and, on a limited basis, internationally. Grantmaking is focused in four areas: Civil Society, Environment, Flint Area, and Pathways Out of Poverty.

Lilly Endowment Inc.

www.lillyendowment.org

W.K. Kellogg Foundation

www.wkkf.org

The W.K. Kellogg Foundation (WKKF), founded in 1930 as an independent, private foundation by breakfast cereal pioneer, Will Keith Kellogg, is among the largest philanthropic foundations in the United States. Guided by the belief that all children should have an equal opportunity to thrive, WKKF works with communities to create conditions for vulnerable children so they can realize their full potential in school, work and life.

The Kellogg Foundation is based in Battle Creek, Michigan, and works throughout the United States and internationally, as well as with sovereign tribes. Special emphasis is paid to priority places where there are high concentrations of poverty and where children face significant barriers to success. WKKF priority places in the U.S. are in Michigan, Mississippi, New Mexico and New Orleans; and internationally, are in Mexico and Haiti.

John S. and James L. Knight Foundation

www.knightfoundation.org

Knight Foundation supports transformational ideas that promote quality journalism, advance media innovation, engage communities and foster the arts. We believe that democracy thrives when people and communities are informed and engaged.

Bromelkamp Company LLC

www.bromelkamp.com

For more than 30 years, Bromelkamp Company has served grant makers through technology and advice that promote efficiency, effectiveness and innovation. Our software is designed to work the way you do with unparalleled technical support. Coming soon, Community Akoya.net, provides flexible, affordable, online grants management for community foundations.

Crown Philanthropic Solutions

www.crownps.com

Crown Philanthropic Solutions, creators of DonorFirst™, seek to deliver the optimal philanthropic experience for donors by merging the social power of the internet with the robust transactional systems of the financial community. Crown empowers its clients with the ability to create passionate donors by managing their donors’ experiences online.

DonorPath Inc.

www.donorpath.org.

Key Bank

www.key.com

KeyBank Foundation, a nonprofit charitable foundation funded by KeyCorp, makes philanthropic investments in organizations and programs that promote economic self-sufficiency for families, neighborhoods, and communities. Annually, through philanthropy, corporate contributions, and volunteerism, Key has given on average $18 million to nonprofit organizations in the states where KeyBank has a presence. The Foundation's three primary areas of philanthropic focus are financial education, workforce development and diversity.

Mercer LLC

www.mercer.com

Mercer Hammond offers a broad spectrum of services including investment policy creation and documentation, economic and strategic outlooks, asset-allocation review, manager due diligence, performance reporting, and outsourced investment services. We have over 20+years of experience helping community foundations meet unique challenges while applying rigorous, institutional-quality investment discipline to the portfolio.

Boardpaq

Booth 33

www.boardpaq.com

Boardpaq® is dedicated to providing services to improve overall board functionality. BoardPaq® is more than a meeting facilitator; it seeks to provide an effective communication pathway for more engaged and productive members. Boardpaq® is the ultimate collaboration tool that empowers boards to be great in and out of the boardroom.

Breckinridge Capital Advisors

Booth 26

www.breckinridge.com

Breckinridge Capital Advisors specializes in the management of high-grade fixed-income portfolios, and has fully integrated environmental, social and governance "ESG" metrics into our investment process. We believe sustainable investing is a mainstream core strategy that looks beyond financial statements to uncover new kinds of risk in a changing environment.

Bromelkamp Company LLC

Booth 23

www.bromelkamp.com

For more than 30 years, Bromelkamp Company has served grant makers through technology and advice that promote efficiency, effectiveness and innovation. Our software is designed to work the way you do with unparalleled technical support. Coming soon, Community Akoya.net, provides flexible, affordable, online grants management for community foundations.

Center for Governmental Research

Booth 15

www.cgr.org

CGR is a nonprofit consulting organization working to bring clarity to issues affecting the quality of life in communities throughout the United States. We work with government, nonprofit and business leaders. Our clients value the quality of our work, our pragmatic approach and our commitment to remaining independent and non-partisan.

CF Insights/The Foundation Center

Booth 20

www.cfinsights.org

The idea behind CF Insights is simple: What if each community foundation could know what all community foundations collectively know?

Charitable Trust Administration Company

Booth 13

www.ctacadmin.com

CTAC offers comprehensive administration services for charitable institutions and philanthropic individuals nationwide. Vehicles we service include charitable trusts, donor advised funds, endowments, gift annuities, pooled income funds, private foundations, and supporting organizations. We provide private-labeled distribution processing, reporting, tax form preparation, and more.

Commonfund

Booth 29

www.commonfund.org

Commonfund was founded in 1971 as an independent nonprofit investment firm that manages customized investment programs for institutional investors. We provide extensive investment flexibility using independent invest sub-advisors for discretionary outsourcing engagements, single strategies and multi-asset solutions. All securities are distributed through Commonfund Securities, Inc., a member of FINRA.

Common Grant Applications

Booth 6

www.commongrantapplication.com

Receive, track, review, evaluate and manage online and paper-based grant applications, grant agreements, grants and grant reports.

Council on Accreditation

Booth 35

www.coanet.org

The Council on Accreditation (COA) is an international, independent, not-for-profit, child- and family-service and behavioral healthcare accrediting organization. Today, more than 2200 organizations and programs serving more than 7 million vulnerable children and families are members of COA's "community of excellence".

Crown Philanthropic Solutions

Booth 3

www.crownps.com

Crown Philanthropic Solutions, creators of DonorFirst™, seek to deliver the optimal philanthropic experience for donors by merging the social power of the internet with the robust transactional systems of the financial community. Crown empowers its clients with the ability to create passionate donors by managing their donors’ experiences online.

Embolden

Booth 2

www.embolden.com

Embolden is an award-winning, full-service online communications firm working with community foundations nationally and internationally to create, track, and implement websites and comprehensive online communications plans. An extensive knowledge of the sector uniquely qualifies us to build websites and create strategies that work for you.

Exponent Philanthropy

Booth 1

www.exponentphilanthropy.org

Exponent Philanthropy is a vibrant membership organization that empowers philanthropists to leverage their resources and amplify their impact. Membership is open to all individuals and organizations that give annually to more than one recipient, including those who use foundations, donor-advised funds, giving circles and other giving vehicles.

Fiduciary Technology Partners

Booth 9

www.fidtechpartners.com

Fiduciary Technology Partners ("FTP") provides complete “planned giving lifecycle” solutions to the planned giving organization, from donor development and relationship management, to investment processing and accounting, to providing transparency in reporting and enhancing control, allowing foundations to reduce overhead, scale profitability, and focus on their core philanthropic mission.

Foundant Technologies

Booth 11

www.foundant.com

Foundant Technologies provides the powerful online Grant Lifecycle Manager (GLM) software and is a leader 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.

Fund Evaluation Group

Booth 24

www.feg.com

Fund Evaluation Group, LLC (FEG) provides investment consulting, portfolio management and reserch services. Established in 1988, the independently-owned firm has approximately $50 billion in client assets under advisement (3/31/2014). FEG specializes in designing sophisticated, institutional-caliber portfolios. Clients include institutions, such as private and community foundations, universities and corporate retirement plans.

Glenmede

Booth 16

www.glenmede.com

Glenmede is among the nation's leading investment and wealth management firms, with $25 billion of investable assets under management for endowments, foundations, high-net-worth individuals, families, and family offices. Glenmede also provides customized administration, grants management and advisory services to foundations and other nonprofit organizations.

Grantmakers for Effective Organizations

Booth 17

www.geofunders.org

Grantmakers for Effective Organizations is a diverse community of more than 450 grantmakers working to reshape the way philanthropy operates. We are committed to advancing smarter grantmaking practices that enable nonprofits to grow stronger and achieve better results.

IPEX, Inc.

Booth 8

www.ipexusa.com

IPEX–Investment Performance Evaluation Xperts-is an independent, full service, investment consulting firm. IPEX advises foundations in structuring, implementing and evaluating their investment programs, thereby ensuring that they fulfill their fiduciary responsibilities. IPEX maintains no affiliation with any money manager or brokerage firm, enabling the firm to maintain complete objectivity.

Key Bank

Booth 22

www.key.com

KeyBank Foundation, a nonprofit charitable foundation funded by KeyCorp, makes philanthropic investments in organizations and programs that promote economic self-sufficiency for families, neighborhoods, and communities. Annually, through philanthropy, corporate contributions, and volunteerism, Key has given on average $18 million to nonprofit organizations in the states where KeyBank has a presence. The Foundation's three primary areas of philanthropic focus are financial education, workforce development and diversity.

Kimbia Inc.

Booth 25

www.kimbia.com

Kimbia-powered "Give Local America 2014" raised $53M+ for 7,000+ nonprofits. This highly scalable and flexible fundraising platform also powers individual giving days for community associations of all sizes, helping them raise from $500k to $25M+, recruit up to 60% new donors, and achieve greater brand awareness in their communities.

Mason Investment Advisory Services

Booth 27

www.masoncompanies.com

Mason provides independent investment consulting services to Community Foundations nationwide. Mason's Investment Stewardship service includes: investment policy creation/revision, asset allocation design, investment manager searches, performance reporting, data aggregation, committee education and donor development assistance. Please stop by our booth to say hello and to meet our team of consultants.

Mercer LLC

Booth 5

www.mercer.com

Mercer Hammond offers a broad spectrum of services including investment policy creation and documentation, economic and strategic outlooks, asset-allocation review, manager due diligence, performance reporting, and outsourced investment services. We have over 20+years of experience helping community foundations meet unique challenges while applying rigorous, institutional-quality investment discipline to the portfolio.

MicroEdge

Booth 28

www.microedge.com

MicroEdge is the leading provider of software and services to the giving community worldwide. MicroEdge solutions deliver a powerful, intergrated, and open framework for efficient and effetive charitable giving. The company is committed to prividing the best technology toolset for foundations, corporations, government agencies, donors, advisors and financial institutions.

Monitor Institute/Deloitte

Booth 18

www.monitorinstitute.com

Monitor Institute is a social enterprise that surfaces and spreads best practices in public problem solving and pioneers next practices – breakthrough approaches to addressing social and environmental challenges. Our approach marries our deep grounding in strategy, networks, social innovation and human systems with the fundamentals of professional advisory services – effective project management, skilled facilitation and well-timed intervention.

Moss Adams LLP

Booth 4

www.mossadams.com/nfp

The Moss Adams Not-for-Profit practice is a dedicated team that has earned the reputation of delivering quality service with industry knowledge. Foundations represent the largest segment of our practice – we serve more than 240 independent grant-making foundations, community foundations, hospital foundations, and operating foundations throughout the western United States.

Charles Stewart Mott Foundation

Booth 21

www.mott.org

The Charles Stewart Mott Foundation is a private philanthropy committed to promoting a just, equitable and sustainable society. It supports nonprofit programs throughout the United States and, on a limited basis, internationally. Grantmaking is focused in four areas: Civil Society, Environment, Flint Area, and Pathways Out of Poverty.

NGOsource/TechSoup Global

Booth 21

www.ngosource.org

NGOsource, a project of the Council on Foundations and TechSoup Global, makes international giving easier through a first-of-its-kind repository of NGO equivalency determinations (EDs). NGOsource leverages TechSoup Global's NGO validation expertise, a global partner network and extensive database to streamline the ED process for grantmakers and their grantees.

RBC Global Asset Management

Booth 31

www.rbcgam.us

RBC Global Asset Management (RBC GAM) is a global investment manager whose capabilities include impact investing, global fixed income, alternatives and capacity-constrained equities. As of 7.31.2014, more than $800 million of RBC GAM's fixed income investments support affordable housing, education, healthcare and job creation in underserved communities targeted by investors.

Simplify

Booth 12

www.simplify.org

Simplify streamlines the grant application process. Based on a common database not a common application, funders can continue to ask unique questions while grantees maintain their core data in one place (The GuideStar Exchange) and in a standardized format. The result: funders get quality data and grantees save valuable time.

SmarterSelect

Booth 10

www.smarterselect.com

Community Foundations from coast-to-coast use SmarterSelect to create, manage, analyze, apply for, and evaluate online applications. Used for scholarships, grants, recognition awards, surveys, reports, fellowships, and much more, our service seamlessly plugs into your existing programs so you're up and running quickly. We are Online Apps, Made Easy.

SmartSimple Software Inc.

Booth 14

www.smartsimple.com

SmartSimple Software Inc. provides a one-stop cloud-based solution that empowers organizations to empower their communities. Foundations of all types successfully use GMS360° to realize their philanthropic potential through grants management, donor management, board management, employee giving and volunteer management.

Stellar Technology Solutions

Booth 14

www.stellartechsol.com

Stellar provides software & services that address the unique business processes and information management needs of community foundations, allowing better service for donors, grantees & the community.

Streamlink

Booth 35

www.streamlinksoftware.com

StreamLink Software provides a web-based board management software called BoardMax, a central hub for all things board-related. Organizations save time and money through streamlined document management, meeting planning and real-time performance tracking. Improved communication, board member engagement, and performance mean board members can focus on serving the organization.

The TOLI Group

Booth 7

www.toligroup.com

The TOLI Group is an insurance advisory firm which advises non-profit and foundations on life insurance policies in their endowment. The TOLI Group has developed a unique software program designed to efficiently manage and monitor policies to help ensure the death benefit and other parameters are maintained until received.

Vanguard

Booth 19

institutional.vanguard.com

Vanguard is one of the top five investment managers for endowments and foundations. With more than $45 billion in nonprofit assets under management and over 1,400 clients, our dedicated nonprofit service team strive to help clients select the right investments and practices best suited for their needs.