Partners & Exhibitors

The Council would like to thank all of our Education, Resource, Media partners and exhibitors for their support of the 2014 Annual Conference: Philanthropy Exchange.


Education Partners



The California Endowment

www.calendow.org

The California Endowment's mission is to expand access to affordable, quality health care for underserved individuals and communities, and to promote fundamental improvements in the health status of all Californians.

Casey Family Programs

www.casey.org

Casey Family Programs is the nation's largest operating foundation focused entirely on foster care and improving the child welfare system. As champions for change, we are committed to our 2020 Strategy for America's Children – a goal to safely reduce the number of children in foster care and improve the lives of those who remain in care.

The Duke Endowment

dukeendowment.org

Since 1924, The Duke Endowment has worked to help people and strengthen communities in North Carolina and South Carolina by nurturing children, promoting health, educating minds and enriching spirits.

Lumina

www.luminafoundation.org

Lumina is committed to enrolling and graduating more students from college. Lumina is the nation's largest foundation dedicated exclusively to increasing students' access to and success in postsecondary education. Lumina's Big Goal is to increase the percentage of Americans who hold high-quality degrees and credentials to 60 percent by 2025.



Resource Partners



CAF America

Visit them at Booth 26

www.cafamerica.org

Charities Aid Foundation of America (CAF America), a US 501(c)(3) nonprofit founded in 1992, is a global grantmaking organization serving corporations, foundations, and individuals. Through our work, we help donors support great causes by assisting them in making strategic, effective, and tax-advantaged grants internationally and domestically.

Geneva Global

www.genevaglobal.com

Geneva Global is an innovative social enterprise that works with the clients to maximize the performance of their global philanthropic and social impact initiatives. The company provides philanthropists, socially-oriented investors, foundations and other organizations with customized professional services that support their programmatic work, their donor initiatives and their related operations.

Kaiser Permanente

www.kp.org/communitybenefit/

Kaiser Permanente is committed to helping shape the future of health care. We are recognized as one of America's leading health care providers and not-for-profit health plans. Our mission is to provide high-quality, affordable health care services and to improve the health of our members and communities we serve.

Moss Adams LLP

Visit them at Booth 31

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.

NGOsource/TechSoup Global

Visit them at Booth 13

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.

TIAA-CREF Institute

www.tiaa-crefinstitute.org

The TIAA-CREF institute helps advance the ways individuals and institutions such as foundations plan for financial security and organizational effectiveness. The Institute conducts in-depth research, provideds access to thought leaders, and enables those it serves to anticipate trends, plan future strategies and maximize opportunities for success.



Media Partners



Stanford Social Innovation Review

Visit them at Booth 21

www.ssireview.org

Standford Social Innovation Review is an award-winning magazine that covers cross-sector solutions to global problems. Published at the Stanford Center on Philanthropy and Civil Society, SSIR is for social change leaders in the nonprofit, business and government sectors who view collaboration as key to solving environmental, social and economic justice issues. Attendees: Save $10 on a one-year, Print Plus Digital subscription. Visit www.ssireview.org/subscribe and enter 2COF14 into the promo code box to get started.

Alliance Magazine

www.alliancemagazine.org

Alliance magazine is the definitive resource for all philanthropy and social investment professionals worldwide. It provides news and analysis of what's happening in this sector and is the only magazine of its kind with a global focus. Each issue of the magazine features interviews with leaders in the field and articles on topical issues by key thinkers from around the world, as well as updates on new developments, letters, conference reports, book reviews and more! Conference attendees are now eligible for a 20% discount on subscriptions to Alliance magazine. Subscribe now or download the discount form to make the most of this additional benefit.



Exhibitors



Alliance for Justice

Booth 24

11 Dupont circle, NW
Second floor
Washington, DC 20036
P: (202)822-6070  |  advocacy@afj.org  |  bolderadvocacy.org

Alliance for Justice, an association of 110 organizations, is the leading expert on the nonprofit legal framework for advocacy. Its Bolder Advocacy initiative provides advocacy capacity-building resources and technical assistance to foundations and grantees. AFJ's Justice Program promotes a federal judiciary which adheres to even-handed administration of justice for all.

Aon Risk Solutions

Booth 7

159 East County Line Road
Hatboro, PA 19040
P: (215) 293-1116 | Kendra.Walker@aon.com | www.aonassociationservices.com

For over 30 Years, Aon has been dedicated to providing innovative, cost-effective insurance products and services to non-profits. Since 1989, The Council on Foundations has endorsed the Aon D & O Liability Insurance program to its membership.

BoardEffect

Booth 9

161 Leverington Avenue, Suite 1001
Philadelphia, PA 19127
P: (866)672-2666 | F: (215)508-4590 | info@boardeffect.com | www.boardeffect.com

BoardEffect provides the leading board operating platform (SaaS solution) designed to help foundation boards of trustees, and the staff who support them, make the best use of their time and resources. With BoardEffect, boards operate efficiently, effectively, and are freed to focus on mission.

BoardPaq

Booth 37

112 South Main Street
Suite 2F
Saint Charles, MO 63301
P: (314)669-4745 | www.boardpaq.com

BoardPaq is an affordable, easy-to-use, secure Board of Directors iPad and web (PC/Mac) application for planning, running and managing Paperless Board Meetings. No long-term contracts and pricing for 501©3s start at just $99/month for 15 users.

Breckinridge Capital Advisors

Booth 25

200 High Street
Boston, MA 02110
P: (617)443-1120 | tcoffin@breckinridge.com | 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 6

106 East 24th Street
Minneapolis, MN 55404
P: (888)290-9087 | info@bromelkamp.com | www.bromelkamp.com

For over 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 support. We offer Pearl database software, Akoya.net online grants management, eGrant.net online applications, and Fundweb.net online fund statements.

CAF America

Booth 26

1800 Diagonal Road
Suite 150
Alexandria, VA 22314
P: (703)549-8931 | john@cafamerica.org | www.cafamerica.org

Charities Aid Foundation of America (CAF America), a US 501(c)(3) nonprofit founded in 1992, is a global grantmaking organization serving corporations, foundations, and individuals. Through our work, we help donors support great causes by assisting them in making strategic, effective, and tax-advantaged grants internationally and domestically.

CyberGrants, Inc.

Booth 19

300 Brickstone Square
Suite 601
Andover, MA 01810
P: (978)824-0300 | sales@cybergrants.com | www.cybergrants.com

CyberGrants is the premier, original provider of online grants management software uniquely linking the needs of nonprofit orgs and grantmakers via Internet. With an eye toward the perpetual goal of streamlined, strategic grantmaking, CyberGrants offers state-of-the-art software solutions and superior service to its clientele with accessibility from any PC worldwide.

Dorothy A. Johnson Center for Philanthropy

Booth 4

201 Front Ave. SW
Suite 200
Grand Rapids, MI 49504
P: (616)331-7585 | jcp@gvsu.edu | www.johnsoncenter.org

The Johnson Center at Grand Valley State University is one of the nation's leading academic centers focused on research, training, and tools for the philanthropic and nonprofit sector. We link research to practice, new ideas to innovation, and professionals like you to like-minded peers.

Envisio

Booth 1

2626 Croydon Drive
Suite 311
Surrey, BC V3S 0S8, Canada
P: (604)670-0710 | jjackson@envisio.com | www.envisio.com

ENVISIO is a cloud-based strategy management software that allows foundations to implement, manage and report on their strategic plans. Smart, intuitive and east-to-use.

Exponent Philanthropy

Booth 5

1720 N Street NW
Washington, DC 20901
P: (202)580-6560 | F: (202)580-6579 | info@exponentphilanthropy.org | 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.

Find to Fund, Inc.

Booth 3

P. O. Box 1065
La Jolla, CA 92038
P: (858)459-1100 | info@findtofund.com | www.findtofund.com

Find to Fund, located at www.findtofund.com, is a web based resource where serious philanthropists and their advisors can consider a wide range of philanthropic initiatives, in categories such as Art, Conservation, Education, Human Rights, Medicine and Science, proposed by some of America's most prominent not-for-profit institutions.

Fluxx Labs

Booth 38

575 Sutter Street
Suite #304
San Francisco, CA 94102
P: (855)358-9936 | F: (908) 232-1859 | fluxx.io

Fluxx is cloud-based grants management platform that connects everyone in your organization to the data that runs your organization. Fluxx empowers foundations with infinite flexibility on forms, workflows, integrations with internal and external data feeds, browser based access from anywhere, and an innovative and intuitive user interface.

Foundant Technologies

Booth 10

PO Box 11888
Bozeman , MT 59719
P: (877)297-0043 | info@foundant.com | 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.

Foundation Source

Booth 15

55 Walls Drive, 3rd Floor
Fairfield, CT 06824
P: (800)839-0054 | cof@foundationsource.com | www.foundationsource.com

About Foundation Source (www.foundationsource.com) Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to clients across the country. The company’s administrative services, online foundation management tools, and philanthropic advisory services provide a total outsourced solution for private foundations.

Freedom from Hunger

Booth 34

1644 Da Vinci Court
Davis, CA 95618
P: (530)758-6200 | rpolse@freedomfromhunger.org | www.freedomfromhunger.org

Since 1946, Freedom from Hunger has fought global hunger and poverty by supporting self-help efforts of the very poor to achieve food security. We have developed the world's first intergrated microcredit/health program. Our programs serve 5.7 million people in 23 countries, helping them realize a more prosperous future...free from hunger.


GrantBook Inc.

Booth 35

c/o Centre for Social Innovation
720 Bathurst St, Suite #301
Toronto, ON M5S R4, Canada
P: (647)775-8150 | hey@grantbook.org | www.grantbook.org

GrantBook ensures grantmakers and their networks thrive in the digital world. Specializing in the procurement, impementation and management of cloud-based tools, GrantBook offers expertise and proactive support as it's clients upgrade their systems and processes. We believe the future of philanthropy is about digital competency, real-time reporting and frictionless sharing.

Grantmakers for Effective Organizations

Booth 17

1725 DeSales Street, NW Suite #404
Washington, DC 20036
P: (202)898-1840 | F: (202)898-0318 | info@geofunders.org | 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.

MedjetAssist

Booth 28

3500 Colonnade Parkway
Ste. 500
Birmingham, AL 35243
P: (800)527-7478 | F: (205)595-6658 | corporate@medjet.com | www.medjet.com

MedjetAssist is a domestic and global air-medical transport membership program. If your member is hospitalized while traveling 150 miles or more away from home, Medjet will arrange medical transport to their hospital of choice within their home country. The membership protects members on business or personal travel. Group rates available.

MicroEdge

Booth 22

619 West 54th Street
New York, NY 10019
P: (212)757-1522 | info@microedge.com | 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.

Moss Adams LLP

Booth 31

999 Third Avenue, Suite 3300
Seattle, WA 98104
P: (206)302-6800 | F: (206)652-2098 | nfp-gov@mossadams.com | 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.

NeighborWorks America

Booth 30

www.nw.org

NeighborWorks America is one of the country's preeminent leaders in affordable housing and community development. We work to create opportunities for lower-income people to live in affordable homes in safe, sustainable communities that are healthy places for families to grow.

NGOsource/TechSoup Global

Booth 13

435 Brannan Street
Suite 100
San Francisco, CA 94107
P: (416)633-9300 | ktsunoda@techsoupglobal.org | 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.

O'Connor Davies, LLP

Booth 33

665 Fifth Avenue
New York, NY 20022
P: (212)286-2600 | tblaney@odpkf.com | odpkf.com

O’Connor Davies, LLP is a full service Certified Public Accounting, Tax, and Consulting firm with offices located in New York, New Jersey and Connecticut and more than 500 professionals. The firm provides a complete range of accounting, tax and compliance services to over 1,400 not-for-profit organizations and over 225 private foundations.

Prometheus Research, LLC.

Booth 18

55 Church Street
7th Floor
New Haven, CT 06510
P: (203)672-5800 | F: (203)777-2255 | contact@prometheusresearch.com | www.prometheusresearch.com

For over a decade, we at Prometheus Research have employed our innovative software tools to build, maintain, and manage customized systems for multidisciplinary research projects. We enable clients to acquire, centralize, utilize, share, and preserve their research data in a manner that lowers costs, increases efficiency and ensures data integrity.

Simplify

Booth 29

23 Briar Rd
Wayne, PA 19087
P: (610)688-6832 | info@simplifynow.org | www.simplifynow.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.

SmartSimple Software Inc.

Booth 8

111 Peter Street
Suite 405
Toronto, ON M5V2H1, Canada
P: (416)591-1668 | pdimerin@smartsimple.com | 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.

Stanford Social Innovation Review

Booth 21

www.ssireview.org

Standford Social Innovation Review is an award-winning magazine that covers cross-sector solutions to global problems. Published at the Stanford Center on Philanthropy and Civil Society, SSIR is for social change leaders in the nonprofit, business and government sectors who view collaboration as key to solving environmental, social and economic justice issues. Attendees: Save $10 on a one-year, Print Plus Digital subscription. Visit www.ssireview.org/subscribe and enter 2COF14 into the promo code box to get started.

The TOLI Group

Booth 16

2035 Crocker Road
Suite 105
Westlake, OH 44145
P: (866)998-8654 | cpepe@toligroup.com | 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.

United Way Worldwide/International Donor Advised Giving

Booth 32

701 North Fairfax Street
Alexandria, VA 22314
P: (703)836-7112 | rodney.white@uww.unitedway.org | worldwide.unitedway.org/IDAG/home

With a unique network of 1,800 United Way affiliates around the world, United Way Worldwide is a highly-effective and cost efficient facilitator of international charitable giving. The International Donor Advised Giving program (IDAG) offers worldwide giving that is RELIABLE, SAFE & FLEXIBLE.

University of Notre Dame Online

Booth 23

3501 Riga Blvd
Tampa, FL 33619
P: (813)621-6200 | F: (813)612-3117 dale-hempel@universityalliance.com | www.notredameonline.com

The University of Notre Dame’s Mendoza College of Business has expanded its link between education and service with the Executive Certificate in Transformational Nonprofit Leadership. Whether you are looking to enter the nonprofit field or receive training for yourself or staff - enhance your effectiveness with this 100% online program.

Vanguard

Booth 11

100 Vanguard Blvd.
Malvern, PA 19355
P: (610)523-1036 | david_r_brown@vanguard.com | 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.