2016 Annual Conference - Partners
Partners
The Council would like to thank all of our Partners for their support of the 2016 Annual Conference.
Conference Partner
The Walton Family Foundation
Education Partners
"La Caixa" Foundation
The California Endowment
Casey Family Programs
The Annie E. Casey Foundation
Knight Foundation
Lilly Endowment
Lumina Foundation
Medtronic Foundation
Supporting Partners
The California Wellness Foundation
Fremont Area Community Foundation
W.K. Kellogg Foundation
Arts Partner
Americans for the Arts
Session Partners
S.D. Bechtel, Jr. Foundation
Carnegie Corporation of New York
Kaiser Permanente
http://share.kaiserpermanente.org/category/aboutcommunity- benefit
Wallace Global Fund
Table Partner
Bill & Melinda Gates Foundation
Resource Partners
BoardEffect
boardeffect.com
BoardEffect drives efficiency, effectiveness and engagement among board directors, executives and administrators. BoardEffect allows truly easy management of board information, while also enabling board directors to fulfill their responsibilities of elevating organizational performance.
Covision
www.covision.com
Covision designs & supports collaborative, highly engaging, large group meetings. We partner with foundations to catalyze communities through dynamic large-scale convenings. Our unique small group discussion methodology & engagement technology allows for all meeting participants to have a voice; enabling foundations to tap into the collective intelligence of the whole group, generating solutions that work for all stakeholders.
We help diverse groups create a shared vision, identify common needs and aspirations, and build a sense of trust and community. Over the last 25 years, we’ve worked around the world with organizations like The Clinton Global Initiative, The World Economic Forum, Open Society Foundation, AmericaSpeaks and numerous others.
CyberGrants, Inc.
www.cybergrants.com
CyberGrants is the preferred CSR software provider to leading philanthropic corporations and foundations around the globe. Our Grants Management and Employee Engagement System provide an easy to use, portal-based platform for Charitable Contributions, Medical Education Grants, Product Donations, Event Sponsorships, and a variety of employee programs such as Matching Gifts, Dollars for Doers, Event Management, Giving Campaigns, Disaster Relief, and more. Our clients represent 40% of the Fortune 100 and nearly one-third of all corporate giving. In the last twelve months alone, CyberGrants helped 250 customers give $5.8 billion plus more than 50 million volunteer hours to over 400,000 non-profit organizations. We help your charitable programs realize positive outcomes by effectively transforming your social responsibility initiatives into amazing impact, on a unified platform, no matter how complex your needs.
Diverse Asset Managers Initiative
diverseassetmanagers.org
The Diverse Asset Managers Initiative (DAMI) is an effort to increase the absolute number of, and assets under management by, diverse-owned asset management firms for institutional investors, with specific focus on public, corporate, faith and labor union pension funds as well as foundation and university endowments.
FluidReview by SurveyMonkey
www.fluidreview.com
FluidReview empowers foundations and organizations to manage and administer grants in the cloud. A powerful and intuitive online solution, FluidReview makes it easy to collect and review grant applications, while tracking impact. Shorten the grant lifecycle, and concentrate more on mission and less on administration.
The Indiana University Lilly Family School of Philanthropy
Build credibility with credentials through The Fund Raising School courses and certificate, the graduate certificate programs in philanthropic studies and fundraising, and the Executive Master's Program. Our programs are supported by research and taught from the practitioner and academic perspectives.
Institute for Veterans and Military Families at Syracuse University
vets.syr.edu
The Institute for Veterans and Military Families at Syracuse University (IVMF) is the first national center in higher education focused on the social, economic, education and policy issues impacting veterans and their families post-service. Through its focus on veteran-facing programming, research and policy, employment and employer support, and community engagement, the institute provides in-depth analysis of the challenges facing the veteran community, captures best practices and serves as a forum to facilitate new partnerships and strong relationships between the individuals and organizations committed to making a difference for veterans and military families. MicroEdge solutions help the giving community effectively collaborate around raising funds for, managing, and communicating the impact of their philanthropic investments.
Dorothy A. Johnson Center for Philanthropy
johnsoncenter.org
Established in 1992, the Dorothy A. Johnson Center for Philanthropy is an academic center within the College of Community and Public Service at Grand Valley State University. We conduct research, provide professional and organizational development, and create and share tools for nonprofits, foundations, and others seeking to transform their communities for the public good.
J.P. Morgan
www.jpmorgan.com
J.P. Morgan is a global leader in financial services to corporations, governments, for-profit and not-for-profit institutions and wealthy individuals. The J.P. Morgan Endowments & Foundations Group employs a practitioner's approach, leveraging the firm's global resources, to advise endowments, private and public foundations, and not-for-profits on their investment needs.
Mason Investment Advisory Services Inc.
masoncompanies.com
Mason provides independent investment consulting services to multiple foundations and endowments 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. Mason also provides data aggregation and reporting services for organizations with multiple custodial relationships.
MicroEdge
www.microedge.com
MicroEdge, a wholly owned subsidiary of Blackbaud, Inc., is the leading provider of software and services that empower giving for corporations, foundations and today’s champion for a better world. MicroEdge solutions help the giving community effectively collaborate around raising funds for, managing, and communicating the impact of their philanthropic investments.
Moss Adams LLP
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 300 independent grant-making foundations, community foundations, hospital foundations, and operating foundations throughout the western United States.
National College Access Network
www.collegeaccess.org
The mission of the National College Access Network (NCAN) is to build, strengthen, and empower communities committed to college access and success so that all students, especially those underrepresented in postsecondary education, can achieve their educational dreams. We help communities improve their talent pipeline through increased postsecondary attainment.
NGOsource/Techsoup
www.ngosource.org
NGOsource, a project of the Council on Foundations and TechSoup, helps U.S. grantmakers streamline their international giving. NGOsource simplifies the task of evaluating whether a non-U.S. organization is the equivalent of a U.S. public charity — a process known as equivalency determination or ED.
PKF O’Connor Davies
www.pkfod.com
PKF O’Connor Davies, LLP is a full-service certified public accounting, tax and advisory firm providing specialized services to not-for-profit organizations. Our dedicated industry practice serves over 2,000 not-for-profit organizations, including 225 private foundations (i.e., family, corporate, community and independent foundations) as well as grant making organizations. We are committed to the not-for-profit industry and continue to invest in our professionals by providing training, state-of-the-art technology and audit and tax guidance to meet the evolving needs of the not-for-profit community.
PurchasingPoint
www.purchasingpoint.org
PurchasingPoint, administered by the National Human Services Assembly, is a discount program based on $24 billion in annual purchasing by some of the nation's largest nonprofits. Our nonprofit members save an average of 33% annually through discounts with everyday vendors for office supplies, shipping, travel, technology, food service and more.
Scholarship America
www.scholarshipamerica.org
Scholarship America works with organizations to design and manage effective scholarship and education aid programs to help students pursue and complete a college degree. A nonprofit with 60 years of expertise, Scholarship America is further engaging the private sector to support policies that advance equity and improve college affordability for all.
TriNet
www.trinet.com
TriNet provides HR solutions to small and midsize businesses so you can focus on what your company does best. Our bundled HR products, TriNet Cloud applications and strategic services simplify your HR. Tailored by industry, TriNet's bundled HR products cover the core services of payroll, benefits, risk & compliance, an HR team and a cloud platform. TriNet partners with more than 12,000 clients in a variety of industries (as of 12/31/15). We managed more than $31 billion in payroll and payroll taxes in 2015.
UBS
www.ubs.com
Your investment challenges answered. At UBS Asset Management we take a connected approach to helping you answer your global investment challenges. With $695 billion in assets under management we offer a comprehensive range of active and passive investment styles and strategies across both traditional and alternative asset classes and markets designed to meet your needs. Drawing on the breadth and depth of our capabilities and our global reach, we turn challenges into opportunities for individual, institutional and corporate clients around the world. Our geographic reach means we can connect the parts of the investment world more relevant for you. Our investment teams have distinct viewpoints and philosophies but they all share one goal – to provide you with access to the best ideas and superior investment performance. Together with you, we find the solutions that you need.
Vanguard
www.institutional.vanguard.com
Vanguard is one of the world’s largest investment management companies with more than $3.3 trillion in assets under management.* Our diverse approach to investment management offers you both internal and external investment managers and a range of investment types, including more than 160 U.S.-based mutual funds and commingled trusts.