2010 FALL CONFERENCE FOR COMMUNITY FOUNDATIONS - Speakers
SPONSORS AND EXHIBITORS




STRATEGIC PARTNERS


The Duke Endowment
Sponsor of Wednesday Lunch Plenary Session featuring Daniel Gross
Wednesday, September 15, Noon-1:30 p.m.

100 North Tryon Street, Suite 3500
Charlotte, NC 28202
Telephone: 704-376-0291
Fax: 704-376-9336
E-mail: infotde@tde.org
Website: www.dukeendowment.org

The Duke Endowment, in Charlotte, N.C., seeks to fulfill the legacy of James B. Duke by improving lives and communities in the Carolinas through higher education, health care, rural churches, and children's services.


Fiduciary Technology Partners
Sponsor of Monday Breakfast Plenary Session: Somewhere Over the Horizon for Community Foundations featuring Charles Best, Barbara Kibbe, Chris Page, and Carleen K. Rhodes
Monday, September 13, 8-9:30 a.m.

555 Fifth Avenue, 14th Floor
New York, NY 10017
Telephone: 866-610-2226
Fax: 866-312-6826
info@fidtechpartners.com
Website: www.fidtechpartners.com

FTP provides leading-edge, Web-based software and outsourced administrative services to community foundations, allowing them to focus on their core philanthropic mission.


John S. and James L. Knight Foundation
Sponsor of Monday Lunch Plenary Session featuring Alberto Ibargüen
Monday, September 13, Noon-1:30 p.m.

Sponsor of Place Matters: A New Perspective on Community Engagement
Monday, September 13, 4:30-6 p.m.

Sponsor of Meeting Your Community’s Information Needs
Tuesday, September 14, 2-3:15 p.m.

Wachovia Financial Center
200 South Biscayne Boulevard,
Suite 3300
Miami, FL 33131
Telephone: 305-908-2600
Fax: 305-908-2698
Website: www.knightfoundation.org

The Knight Foundation advances journalism in the digital age by focusing on projects that promote informed, engaged communities and lead to transformational change.


DIAMOND EXHIBITORS


Billy Graham Evangelistic Association
Booth Nos.: 202/204

1 Billy Graham Parkway
Charlotte, NC 28201
Telephone: 704-401-2734
Fax: 704-401-3035
E-mail: pbaxter@bgea.org
Website: www.billygraham.org

The Billy Graham Library invites you to experience the life of Charlotte’s most famous citizen, a historic journey from pastures to platforms in the world’s greatest cities.

Representatives: Pamela Baxter, Monte Walker, Pam Niemeier, and Wayne Atcheson


CF Insights & FSG Social Impact Advisors
Booth Nos.: 302 (CF Insights)/304 (FSG)

20 Park Plaza
Suite 320
Boston, MA 02116
Telephone: 617-357-4000
Fax: 617-357-4007
E-mail: info@fsg-impact.org
Website: www.cfinsights.org
Website: www.fsg-impact.org

CF Insights: CF Insights helps community foundations use information to improve decision-making, performance, and sustainability, creating a vehicle for community foundation success.
FSG Social Impact Advisors: FSG helps organizations, individually and collectively, achieve social impact. We partner to develop more effective solutions to the world’s most challenging issues.

Representatives: John Kania, Jack Hopkins, Diana Cook, Michelle Morgan-Nelsen, Hollie Marston, Tracy Foster, and Ellen Martin


Vanguard
Booth Nos.: 203/205

100 Vanguard Boulevard
Malvern, PA 19355
Telephone: 888-888-7064
Fax: 610-503-2467
E-mail: nonprofitteam@vanguard.com
Website: http://institutional.vanguard.com

Vanguard is the fourth-largest provider for endowments and foundations.* With more than $35 billion in nonprofit assets under management, our dedicated nonprofit service teams strive to help organizations select investment strategies best suited for their needs. (*Pension & Investments, May 2010)

Representatives: Susan Olsen, Kamila Williams, Lara de la Iglesia, Maureen Corcoran, and Timothy McNally


PREMIER EXHIBITORS


Fund Evaluation Group
Booth Nos.: 303/305

201 East 5th Street, Suite 1600
Cincinnati, OH 45202
Telephone: 513-719-5118
E-mail: nonprofitteam@vanguard.com
Website: http://www.feg.com

Fund Evaluation Group (FEG) has helped institutions build investment portfolios since 1988. The independently owned firm currently has more than $29 billion in assets under advisement.

Representatives: Carolyn McClintock, Scott Harsh, and Jeff Weisker


MicroEdge
Booth Nos.: 404/406

619 West 54th Street, 10th Floor
New York, NY 10019
Telephone: 212-757-1522
Fax: 646-237-1713
E-mail: info@microedge.com
Website: http://www.microedge.com

MicroEdge is the leading provider of software and services to the giving community worldwide. Our solutions deliver a powerful framework for efficient and effective charitable giving and currently serve more than 2,400 clients globally.

Representatives: Preston McKenzie, David Ballard, Nola Frost, Ashley Boyer, and Brendalee Dworak


Stellar Technology Solutions
Booth Nos.: 103/105

Sponsor of Vended Technology Solutions: Selection Approaches, Research Update, Experience Exchange
Tuesday, September 14, 10-11:30 a.m.

600 Main Street, Suite 100
Stroudsburg, PA 18360
Telephone: 570-517-3500
Fax: 570-426-1859
E-mail: sales@stellartechsol.com
Website: http://www.stellartechsol.com

STS, formerly Stellar Financial, provides industry leading software and outsourced business services that address the unique business processes and information management needs of endowment foundations.

Representatives: Bryan Mileger, Beth Tennant, John Coogan, Deborah Seal, and Chris Lay


SPONSOR


Fiscal and Administrative Officers Group (FAOG)
Booth No.: 209

Sponsor of a lounge in Community Central, Meeting Room 217 of the Charlotte Convention Center.

600 Main Street, Suite 100
Stroudsburg, PA 18360
Telephone: 570-517-3500
Fax: 570-426-1859
E-mail: faog@mplsfoundation.org
Website: http://faoggroup.ning.com

The Fiscal and Administrative Officers Group (FAOG) provides professional support and leadership in establishing and communicating standards for the financial and administrative functions of community foundations.


US Department of Housing and Urban Development, Office for International and Philanthropic Innovation

451 7th Street, SW
Room 8138
Washington, DC 20410
E-mail: ipiinfo@huduser.orgg
Website: http://www.huduser.org/ipi

IPI uses the best available evidence, innovations, and lessons from Philanthropic and international partners to assure HUD achieves long-term community-building results and return on taxpayer dollars.


SUPPORTING EXHIBITORS


Alliance for Justice
Booth No.: 207

11 Dupont Circle, NW, Suite 200
Washington, DC 20036
Telephone: 202-822-6070
Fax: 202-822-6068
E-mail: alliance@afj.org
Website: http://www.afj.org

Alliance for Justice is a national association of more than 100 organizations dedicated to advancing justice and increasing access to our democracy.

Representative: Doug Lakey


Blackbaud
Booth No.: 500

2000 Daniel Island Drive
Charleston, SC 29492
Telephone: 843-216-6200
Fax: 843-216-6100
E-mail: solutions@blackbaud.com
Website: http://www.blackbaud.com

Blackbaud is a leading software and solutions provider for foundations, including solutions for fundraising, constituent, grant and financial management, and research as well as online and direct marketing.

Representatives: Kirk Sadler and George Durney


BNY Mellon Wealth Management
Booth No: 206

BNY Mellon Center
201 Washington Street,
Suite 024-0035
Boston, MA 02108
Telephone: 617-722-7649
Fax: 617-248-4456
E-mail: douglas.cook@bnymellon.com
Website: http://www.bnymellonwealthmanagement.com

BNY Mellon’s Charitable Gift Services group is one of the leading national providers of planned giving services. The CGS group provides investment management, administration services, and donor and organizational support for planned giving programs nationwide.

Representative: Crystal Thompkins


Bromelkamp Company
Booth No.: 311

106 East 24th Street
Minneapolis, MN 55404
Telephone: 888-290-9087
Fax: 612-767-6709
E-mail: info@bromelkamp.com
Website: http://www.bromelkamp.com

Bromelkamp supports grantmakers through technology and advice that promotes efficiency, effectiveness, and innovation. We offer Community Pearl, Fundweb.net, eGrant.net, and unparalleled technical support.

Representatives: Henry Bromelkamp, Jan Maino, and Nicki Charles


Centre for Fiduciary Excellence
Booth No.: 403

20 Carlson Court, Suite 100
Toronto, Ontario M9W 7K6
Canada
Telephone: 416-401-8702
Fax: 416-693-9733
E-mail: admin@cefex.org
Website: http://www.cefex.org

The Centre for Fiduciary Excellence (CEFEX) is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards—such as community foundations.

Representatives: Roger Levy and Scott Reed


Centered Networks
Booth No.: 107

Pier 33 North Suite 201
San Francisco, CA 94111
Telephone: 415-294-7776
E-mail: info@centerednetworks.com
Website: http://www.centerednetworks.com

Centered Networks is the leading technology infrastructure provider for Community Foundations in the United States. Centered Networks specializes in managing the desktop and server environment for its clients using a fully remote infrastructure. We utilize Internet-based technologies to generate significant cost savings and enhanced capabilities for our clients allowing them to devote more resources to their philanthropic mission.

Representatives: Lindon Seed, Chris Grecsek, Jon Williams, and Kay Marquet


The Center for Effective Philanthropy
Booth No.: 100

675 Massachusetts Avenue
7th Floor
Cambridge, MA 02139
Telephone: 617-492-0800
Fax: 617-492-0888
E-mail: kacies@effectivephilanthropy.org
Website: http://www.effectivephilanthropy.org

The Center for Effective Philanthropy is a nonprofit organization focused on the development of comparative data to enable higher-performing funders.

Representatives: Kevin Bolduc and Andrea Brock


Center on Nonprofits and Philanthropy, The Urban Institute
Booth No.: 405

2100 M Street, NW, 5th Floor
Washington, DC 20037
Telephone: 202-833-7200
Fax: 202-833-6231
Website: http://cnp.urban.org

The Center on Nonprofits and Philanthropy conducts and disseminates research on the role and impact of nonprofit organizations and philanthropy using data from IRS Form 990.

Representative: Thomas Pollak


Common Grant Application
Booth No.: 102

530 Wilshire Boulevard, Suite 207
Santa Monica, CA 90401
Telephone: 310-490-1277
Fax: 310-451-7580
E-mail: info@commongrantapplication.com
Website: http://www.commongrantapplication.com

The Common Grant Application is a simple, flexible, open, and complete website for grantseekers and grantmakers to submit, receive, and manage grant applications.

Representatives: Lori Mitchell and Jeff Lawrence


Crescendo Interactive Inc.
Booth No.: 307

110 Camino Ruiz
Camarillo, CA 93012
Telephone: 800-858-9154
Fax: 805-388-2483
E-mail: crescendo@cresmail.com
Website: http://www.crescendointeractive.com

Crescendo’s GiftLegacy Marketing System has everything you need to raise planned gifts! Includes website, eNewsletters, royalty-free literature, online wills, software, and more.

Representative: June Kim


Crown Philanthropic Solutions
Booth No.: 407

560 Sylvan Avenue,
2 US Executive Center
Englewood Cliffs, NJ 07632
Telephone: 877-366-6785, Ext. 345
Fax: 877-695-3839
E-mail: bhewitt@crownps.com
Website: http://www.crownps.com

DonorFirst provides an integrated Donor and Staff Web environment coupled with outsourced charitable funds administration, which provides state-of-the-art support for DAF, private foundations, and endowments.

Representatives: William Hewitt and Ephy Torenberg


DonorsChoose.org
Booth No.: 411

213 West 35th Street,
2nd Floor East
New York, NY 10001
Telephone: 212-239-3615
Fax: 212-239-3619
E-mail: contactus@donorschoose.org
Website: http://DonorsChoose.org

Representative: Anna Doherty


Embolden
Booth No.: 104

Sponsor of 50 Ways to Jump-Start Your Social Media Strategy
Monday, September 13, 2:30-4 p.m.

545 Pawtucket Avenue
Suite C-105
Telephone: 401-723-7720
Fax: 401-723-7765
Website: http://www.Embolden.com

Embolden is an online communications firm that has specialized in Community Foundations for 12 years. We understand Community Foundations and build engagement by telling your story. We create back-end solutions that connect your data to your website. Our beautifully designed, scalable, and interactive websites are powered by a robust content-management system.

Representatives: Ann-Marie Harrington, Mary Harrington, and Rick Schwartz (StraightTalk)


Foundant Technologies
Booth No.: 410

PO Box 11888
Bozeman, MT 59719
Telephone: 877-297-0043
Fax: 866-890-7790
E-mail: sales@foundant.com
Website: www.foundant.com

The people at Foundant Technologies help eliminate the mounds of paper that make granting difficult for everyone involved. Our online grant management software has helped over 170 foundations find ways to do good, better.

Representatives: Daren Nordhagen and Mark Larimer


Foundation Center
Booth No.: 408

79 Fifth Avenue
New York, NY 10003
Telephone: 800-424-9836
Fax: 212-807-3691
Website: www.foundationcenter.org

An international, nonprofit service organization, the Foundation Center’s mission is to strengthen the nonprofit sector by advancing knowledge about U.S. philanthropy.

Representatives: Dave Clark and Jonathan Miller


Good Done Great
Booth No.: 501

4740 25th Avenue SW
Seattle, WA 98106
Telephone: 843-330-3974
Fax: 206-337-8852
E-mail: earl@gooddonegreat.com
Website: www.gooddonegreat.com

Customized Online Grant Applications for Community Foundations, the process is easy and intuitive for first-time applicants. Currently used in Arkansas and South Carolina.

Representatives: Earl Bridges and David Barach


Mason Investment Advisory Services
Booth No.: 108

11130 Sunrise Valley Drive, Suite 200
Reston, VA 20191
Telephone: 703-716-6000
Fax: 703-716-6020
E-mail: wthorpe@masoncompanies.com
Website: www.masoncompanies.com

Mason provides investment consulting services to Community Foundations nationwide. We provide assistance with investment policy, asset allocation, manager selection, monitoring, and local adviser data aggregation.

Representatives: William Thorpe, Robert Rhea, Scott George, Robert Corno, and Barry Beach


National Alliance for Public Charter Schools
Booth No.: 502

1101 15th Street NW, Suite 1010
Washington, DC 20005
Telephone: 202-521-2829
Fax: 202-289-4009
E-mail: rhonda@publiccharters.org
Website: www.publiccharters.org

The National Alliance for Public Charter Schools is the leading national nonprofit committed to advancing the charter school movement.

Representatives: Rhonda Fischer and Ursula Wright


National Standards for U.S. Community Foundations
Booth No.: 503

Council on Foundations
2121 Crystal Drive, Suite 700
Arlington, VA 22202
Telephone: 703-879-0731
Fax: 703-879-0931
E-mail: diane.miller@cof.org
Website: http://www.cfstandards.org

Developed in the spirit of accountability, transparency, and continuous self-improvement, the National Standards for U.S. Community Foundations are evidence that, as community foundations, we seek excellence for our communities and our donors. Hundreds of community foundations have been confirmed in compliance and are displaying the official National Standards seal that denotes the achievement.

Representative: Diane Miller


ScholarSelect
Booth No.: 306

7901 Southwest Parkway No. 37
Austin, TX 78735
Telephone: 512-658-4647
Fax: 888-839-5019
E-mail: infor@scholarselect.com
Website: http://www.scholarselect.com

ScholarSelect is the premier solution for on-line management of scholarships, grants, and awards.

Representative: Robert Davis


Scholarship Management Services
Booth No.: 402

One Scholarship Way
Saint Peter, MN 56082
Telephone: 800-537-4180
Fax: 507-931-8034
E-mail: smsinfo@scholarshipamerica.org
Website: http://www.scholarshipmanagement.org

Scholarship Management Services is an innovative leader in the design and management of education assistance and corporate benefit programs for corporations, foundations, and other entities.

Representatives: Mike Guyer-Wood, Dina Gillespy, Donald Lassere, and Barb Weber


Tides
Booth No.: 401

PO Box 29198
San Francisco, CA 94129
Telephone: 415-561-6400
Website: http://www.tides.org

Tides offers an array of services to simplify and amplify your efforts. Since 1976, we have managed project and grantmaking activities totaling over $1.5 billion. Together, let’s realize what’s possible.

Representatives: Tod Hill, Jane Levikow, Roxanne Hanson, and Rosanne Stead


Wizehive
Booth No.: 309

4 Poplar Street
Conshohocken, PA 19428
Telephone: 215-259-8299
Fax: 484-362-0223
E-mail: Jeff@wizehive.com
Website: http://www.wizehive.com/applicants

Wizehive offers Web-based solutions for quickly and affordable creating an online application, review and selection process.

Representative: Jeff Thomas