2015 Annual Meeting | April 24-28, 2015 | San Francisco, Ca

Leading Together

Hope and Opportunity in a Destabilized World

Partners & Exhibitors

The Council would like to thank all of our Conference Partners, Education Partners, Technology Partner, Sustainability Partner, Resource Partners, Media Partners and Exhibitors for their support of the 2015 Annual Conference.


Conference Partners



The Walton Family Foundation

http://www.waltonfamilyfoundation.org/

The Walton Family Foundation believes incredible change can occur when you empower people to do good. For more than 25 years, we have focused on addressing social and environmental issues by intensifying the innovative efforts of our grantees. Their work allows us to continue our giving legacy in three distinct areas: K-12 education, freshwater and marine conservation and quality of life initiatives in the Foundation’s home region.



Education Partners



The California Endowment

http://www.calendow.org

The California Endowment, a private, statewide health foundation, was established in 1996 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. The Endowment challenges the conventional wisdom that medical settings and individual choices are solely responsible for people's health. The Endowment believes that health happens in neighborhoods, schools, and with prevention. For more information, visit The Endowment’s

Ford Foundation

http://www.fordfoundation.org/

The Ford Foundation is an independent, nonprofit grant-making organization. For more than 75 years it has worked with courageous people on the frontlines of social change worldwide, guided by its mission to strengthen democratic values, reduce poverty and injustice, promote international cooperation, and advance human achievement. With headquarters in New York, the foundation has offices in Latin America, Africa, the Middle East, and Asia

The David And Lucile Packard Foundation

http://www.packard.org/

 

San Francisco Foundation

http://sff.org/

The San Francisco Foundation is an incubator for community investment, original ideas, and passionate leadership. Since 1948, we have been bringing together networks of philanthropists and civic leaders to support and build on the strengths of the community and make the Bay Area the best place it can be.

S.D. Bechtel Jr Foundation

http://sdbjrfoundation.org/

The S. D. Bechtel, Jr. Foundation envisions a productive, vibrant, and sustainable California that is a model of success and a source of innovation. The Foundation invests in preparing California’s children and youth to contribute to the state’s economy and communities, and in advancing management of California’s water and land resources.

The William and Flora Hewlett Foundation

http://www.hewlett.org/

 



Technology Partner



Knight Foundation

http://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.



Sustainability Partner


The Betsy and Jesse Fink Foundation

http://www.betsyandjessefinkfoundation.org/
 





Resource Partners



Pisces Foundation

http://piscesfoundation.org/

The Pisces Foundation is an environmental philanthropy with offices in San Francisco and Washington, D.C.  Inspired by a vision of people and nature thriving together, the Foundation works to advance strategic solutions to natural resource challenges and prepare the next generation by supporting environmental learning.

Carnegie Corporation of New York

http://www.carnegie.org/

Carnegie Corporation of New York was established in 1911 by Andrew Carnegie to promote the advancement and diffusion of knowledge and understanding. In keeping with this mandate, the Corporation's work focuses on the issues that Andrew Carnegie considered of paramount importance: international peace, the advancement of education and knowledge, and the strength of our democracy.

Moss Adams LLP

http://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.

Family Arc

Booth 5

www.familyarc.com

FamilyArc is the private family archive platform. Your family's story resonates with rich descriptions of your life experiences and values. Our platform offers simple curation tools to help you share your story anytime, anywhere. Your memories are preserved securely and beautifully for easy access by current and future generations.

Kaiser Permanente

https://www.kaiserpermanente.org/
 

Mizrahi Family Charitable Fund

The Mizrahi Family Charitable Fund was co-founded in 2000 by Victor Mizrahi PhD and Jennifer Laszlo Mizrahi. We are proud supporters of www.RespectAbilityUSA.org and other groups working to enable people with disabilities to achieve a better life. See http://bit.ly/1d0Wy35. We are also working to reduce anti-Semitism and hate crimes. For more information contact JLM@LaszloStrategies.com.  

Scholarship America

http://www.scholarshipamerica.org

Scholarship America, the nation's largest nonprofit scholarship organization, understands the life-changing impact of education. For over 50 years we have helped organizations design and manage effective scholarship programs. Offering program is made easy with our expertise and assistance! To learn more about Scholarship America and our services visit ScholarshipAmerica.org

Silicon Valley Community Foundation

http://www.siliconvalleycf.org/
 

TIAA-CREF

http://www.tiaa-crefinstitute.org

TIAA-CREF is a full-service financial services company serving the needs of those in the academic, research, medical, cultural, religious and governmental fields. We provide advice and guidance, and offer products that provide lifetime income options. We are mission-driven and committed to helping our more than 5 million participants plan for their financial well-being.



Media Sponsors


Stanford Social Innovation Review

http://www.ssireview.org
 

Philanthropy News Digest

http://philanthropynewsdigest.org/
 

Alliance Magazine

http://www.alliancemagazine.org/
 

The Non-Profit Times

http://www.thenonprofittimes.com/
 



Exhibitors



Aon Association Services

Booth 3

www.aonassociateservices.com

Aon Affinity specializes in providing association member insurance programs including property & casualty, professional liability and life & health insurance. We administrator a portfolio providing insurance protection via the Association Office Package (business insurance), Directors & Officers Liability and Showstoppers Event Cancellation programs.

Armanino LLP

Booth 4

www.armaninoLLP.com

At Armanino, we have more than 160 professionals devoted to the needs of foundations. We offer a broad range of accounting, audit, tax, consulting and technology solutions, all tailored to serve the needs of your foundation's mission. We focus on strengthening key functions that finance needs to support mission-critical activities.

BoardMax

Booth 7

www.streamlink.com/boardmax

BoardMax is the 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 instead of being bogged down by process inefficiencies.

BoardPaq

Booth 19

www.boardpaq.com

BoardPaq is an affordable, easy-to-use, secure Board of Directors iPad and web app for planning, running & managing paperless board meetings. BoardPaq is the ultimate collaboration tool that empowers boards to be great in and out of the boardroom.

Bromelkamp Company LLC

Booth 13

www.bromelkamp.com

Bromelkamp Company is connected to customers and designs grants management from your point of view, not ours. We offer unparalleled technical support for Pearl and Akoya.net database products, Fundweb.net, and eGrant.net. Our products are user-modifiable, customizable, and fully integrated—with one-time licensing fees and free updates forever.

Crown Philanthropic Solutions

Booth 12

www.crownps.com

Crown Philanthropic Solutions LLC is the firm behind DonorFirst™, a platform merging the power of the internet with the robust transaction systems of the financial community to deliver the most rewarding philanthropic experience for donors. Its online communications division, Embolden, creates, tracks, and implements websites and develops online communications strategies.

CyberGrants, Inc.

Booth 31

www.cybergrants.com/

CyberGrants is the premier, original provider of online grants managements 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-art software solutions and superior service to its clientele with accessibility from any PC worldwide.

Exponent Philanthropy

Booth 11

www.exponentphilanthropy.org

Exponent Philanthropy is a vibrant membership organization providing resources and connections that help funders make the most of the minutes they have and dollars they give. At Exponent Philanthropy we amplify and celebrate the vital work of funders who choose to give big and keep their operations lean.

FluidReview by SurveyMonkey

Booth 9

www.fluidreview.com

FluidReview is a web-based application management platform that helps organizations easily manage the complete lifecycle of scholarships, grants and awards programs, to ensure that all awards are allocated to the best candidates.

Foundant Technologies

Booth 29

www.foundant.com

Foundant Technologies provides the powerful online Grant Lifecycle Manager (GLM) system, and leads the industry 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, LLC

Booth 10

www.feg.com

Fund Evaluation Group, LLC (FEG) provides investment consulting, portfolio management, and research services. Established in 1988, the independently owned firm has approximately $47 billion in total client assets under advisement and more than 100 employees. FEG specializes in designing sophisticated, institutional-caliber portfolios. Clients include universities, corporate retirement plans, and financial advisors.

GrantBook

Booth 8

www.grantbook.org

GrantBook helps grantmakers and their networks thrive in the digital world. We are a social purpose business specializing in the procurement, implementation and management of cloud-based tools that help grantmakers and their networks maintain a digital workplace. GrantBook offers expertise and proactive support as its clients take the important steps to transition some or all of their operations to the cloud. Our team curates lightweight and continuously updated technology solutions to advance collaboration, grants management, and knowledge-sharing.

Grantmakers for Effective Organizations

Booth 34

www.geofunders.org

GEO is a diverse community of 500 grantmakers working to reshape the way philanthropy operates. Understanding that grantmakers are successful only to the extent that their grantees achieve meaningful results, GEO promotes strategies and practices that contribute to grantee success

GuideStar

Booth 18

www.guidestar.org

GuideStar is the world's largest source of information on nonprofit organizations. We collect, organize, and distribute critical information that supports daily decision-making across the sector. Our mission is to revolutionize philanthropy and nonprofit practice by providing information that advances transparency, enables users to make better decisions, and encourages charitable giving.

Intacct

Booth 35

www.intacct.com

Intacct is the AICPA’s preferred cloud financial management provider. Specializing in helping nonprofits of all types, Intacct’s modern solution and open API streamlines grant, fund, project, and donor accounting – while maximizing automation, visibility, and integration. At Intacct, we help nonprofits strengthen stewardship, build influence, grow funding, and achieve mission success.

Lawrence Associates

Booth 36

www.lawrenceassociates.com

Lawrence Associates is a national compensation consulting firm, known for providing reliable, responsive, respected consulting advice in a cost-effective manner. We are sought out as a strategic, innovative problem-solvers. We have assisted foundations with executive, staff and trustee compensation matters, competitive surveys, and analysis since 1989.

Mason Investment Advisory Services Inc.

Booth 33

www.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 develpment assistance. Please stop by our booth to say hello and meet our team.

Mercer

Booth 25

www.mercer.us

Mercer is the endowment, foundation, and not-for-profit healthcare and private wealth specialist team. We combine over 30 years of relevant experience with a robust global research team to bring our clients innovative solutions and access to top-tier investment managers. In order to tailor solutions specific to client's unique requirement and governance objectives, we offer clients services ranging from information to consulting advice and to delegated implementation. The team is well known for our capabilities in hedge funds, private equity, private real assets, and responsible investing.

MicroEdge

Booth 14

www.microedge.com

MicroEdge is the leading provider of software and services to the giving community worldwide. MicroEdge solutions deliver a powerful framework for effective giving. The company is committed to providing the best toolset for foundations, corporations, government agencies, donors, advisors and financial institutions. MicroEdge is a wholly owned subsidiary of Blackbaud.

Moss Adams LLP

Booth 16

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

Booth 1

www.ngosource.org/

NGOsource, a project of the Council on Foundations and TechSoup Global, helps U.S. grantmakers streamline their international giving. NGOsource simplifies the task of evaluation whether a non-U.S. organization is the equivalent of a U.S. public charity--a process known as equivalency determination or ED.

O'Connor Davies, LLP

Booth 37

www.odpkf.com

O'Connor Davies, LLP is a Certified Public Accounting and consulting firm providing a complete range of accounting, auditing, tax and management advisory services. The Firm is dedicated to serving the not-for-profit sector and serves more than 2,000 not-for-profit clients and more than 225 private foundations.

Pacific Foundation Services

Booth 20

www.pfs-llc.net

Pacific Foundation Services is a highly customized, cost-effective alternative to staffing your own foundation. Providing an array of program and administrative services, PFS works closely with clients to develop grantmaking strategies that are tailored to meet your immediate needs, establish long term goals, and help to realize your family's philanthropic vision.

PFM Asset Management LLC

Booth 21

www.pfm.com/

PFMAM Asset Management LLC (PFMAM) helps endowments, foundations, and other institutional clients manage diversified multi-asset class strategies that are customized to meet their individual needs. Managing assets since 1980, PFMAM is a leading money manage in the U.S., and managed $53 billion in discretionary assts as of December 31, 2014.

Razoo Global Corporation

Booth 22

www.razoo.com

Razoo is crowdfunding for causes. We believe that together we can lift the world—one small donation at a time. From multimillion-dollar, community-led Giving Days to everyday people collecting donations on behalf of their favorite organizations, Razoo has helped raise over $265 million online for causes across the world.

Russell Investments

Booth 27

www.russell.com

Your investment program is the lifeblood of your organization. For 35 years, Russell has customized outsourced CIO solutions that let you delegate many day to day details while retaining the oversight and control you need. Your goals are unique. We'd love to discuss how Russell can help you reach them.

Scholarship America

Booth 38

www.scholarshipamerica.org

Scholarship America, the nation's largest nonprofit scholarship organization, understands the life-changing impact of education. For over 50 years we have helped organizations design and manage effective scholarship programs. Offering program is made easy with our expertise and assistance! To learn more about Scholarship America and our services visit ScholarshipAmerica.org

SmartSimple Software

Booth 22

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, LLC

Booth 24

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 and the community.

TIAA-CREF

Booth 17

www.tiaa.cref.org

TIAA-CREF is a full-service financial services company serving the needs of those in the academic, research, medical, cultural, religious and governmental fields. We provide advice and guidance, and offer products that provide lifetime income options. We are mission-driven and committed to helping our more than 5 million participants plan for their financial well-being.

TriNet

Booth 39

www.TriNet.com

TriNet delivers HR outsourcing services that allow growing companies to do what they do best. Small to medium-sized businesses in technology, financial services, non-profits, and professional services use TriNet’s all-in-one solution for human resources, benefits, payroll, workers' compensation, and strategic human capital services.

Vanguard

Booth 23

www.institutional.vanguard.com

Vanguard is one of the world's largest investment management companies with more than $2.5 trillion in assests 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 170 U.S.-based mutual funds and commingled trusts.

Versaic

Booth 28

www.versaic.com

Versaic is the only online solution for grants management that works precisely the way you want. With our software and expertise, you'll save time, gain insights, and increase your impact.