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
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
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,
Miami, FL 33131
The Knight Foundation advances journalism in the digital age by focusing on projects that promote informed, engaged communities and lead to transformational change.
Billy Graham Evangelistic Association
Booth Nos.: 202/204
1 Billy Graham Parkway
Charlotte, NC 28201
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
Boston, MA 02116
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
Booth Nos.: 203/205
100 Vanguard Boulevard
Malvern, PA 19355
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
Fund Evaluation Group
Booth Nos.: 303/305
201 East 5th Street, Suite 1600
Cincinnati, OH 45202
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
Booth Nos.: 404/406
619 West 54th Street, 10th Floor
New York, NY 10019
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
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
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
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
Washington, DC 20410
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.
Alliance for Justice
Booth No.: 207
11 Dupont Circle, NW, Suite 200
Washington, DC 20036
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
Booth No.: 500
2000 Daniel Island Drive
Charleston, SC 29492
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,
Boston, MA 02108
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
Booth No.: 311
106 East 24th Street
Minneapolis, MN 55404
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
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
Booth No.: 107
Pier 33 North Suite 201
San Francisco, CA 94111
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
Cambridge, MA 02139
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
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
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
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
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
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
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)
Booth No.: 410
PO Box 11888
Bozeman, MT 59719
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
Booth No.: 408
79 Fifth Avenue
New York, NY 10003
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
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
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
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
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
Booth No.: 306
7901 Southwest Parkway No. 37
Austin, TX 78735
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
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
Booth No.: 401
PO Box 29198
San Francisco, CA 94129
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
Booth No.: 309
4 Poplar Street
Conshohocken, PA 19428
Wizehive offers Web-based solutions for quickly and affordable creating an online application, review and selection process.
Representative: Jeff Thomas