Corporate Partners

2017 Corporate Prospectus  

We gratefully acknowledge the support of programs and services for small-staffed foundations and philanthropists provided by our corporate partners.

For information about partnership opportunities, contact Andrea Clay, Director of Corporate Partnerships, at 202-580-6560.

Sustaining Partners

 Platinum Level

Foundant

Foundant

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.
   

Glenmede

Glenmede is among the nation's leading investment and wealth management firms, with $25 billion of investable assets under management for high-net-worth individuals, families, family offices, endowments and foundations. Glenmede also provides customized administration, grants management and advisory services to foundations and other nonprofit organizations. For further information, please visit www.glenmede.com

Gold Level

 

MicroEdge

MicroEdge

MicroEdge, LLC is the leading provider of software and services to the giving community worldwide. MicroEdge solutions deliver a powerful, integrated, and open framework for efficient and effective charitable giving. The company is committed to providing the best technology toolset for foundations, corporations, government agencies, donors, advisors, and financial institutions. Visit www.microedge.com.

 SunTrust

SunTrust

The Foundations and Endowments Specialty Practice works exclusively with not-for- profit organizations. Our institutional teams include professionals with extensive not-for-profit expertise. These professionals are actively engaged in the not-for profit community and are able to share best practices that are meaningful to their clients.

 

U.S. Trust         

U.S. Trust 

At U.S. Trust® Institutional Investments & Philanthropic Solutions (Philanthropic Solutions), we are committed to making your philanthropic endeavors more fulfilling and effective. Drawing on our deep resources and experience in philanthropy, we can help you design and implement a philanthropic strategy that allows you to focus on what is important to you.

Silver Level

Adler and Colvin

Adler & Colvin

Adler & Colvin is a group of attorneys based in San Francisco, California, deeply committed to serving the legals needs of the nonprofit sector. The firm brings depth of expertise and passion to its representation of tax-exempt organizations and individual philanthropists.

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PKF O’Connor Davies, LLP

O’Connor Davies, LLP is a full service Certified Public Accounting and advisory firm providing a complete range of accounting, tax and compliance-related services to over 2,000 not-for-profit organizations and over 225 private foundations. 

 Sonen

Sonen Capital

Sonen Capital is an investment firm exclusively dedicated to amplifying a foundation’s grant making through mission aligned impact investments. Our name, which is a modified acronym - Social and Environmental capital not only embodies our values, but also our conviction that investing to generate financial returns and lasting social and environmental impact are compatible and mutually reinforcing objectives.

 TCC Group

TCC Group

At TCC Group, we are passionate about helping the social sector achieve greater impact by developing strategies and programs to enhance organizations’ efficiency and effectiveness.


Professional Partners

Strategic Philanthropy  GMA Foundations 
 Putnam  Lawrence Associates
 TPI  
 Social Strategy Association  Strategy Action Philanthropy

 Investment Business Advisors

Investment Business Advisors LLC 

 Intentional Philanthropy
 Evans Rosen DMCA Logo-Blue Pantone 646-RGB 
   

 Draper

 Investor's Circle

Corporate Partners

 

 HighTower

At Klein Wealth Management, we help our clients create a legacy they can be proud of - the first tenet is developing an Investment Policy Statement (IPS) to ensure fiduciary duties are managed effectively and prudently.  As a partner of HighTower Advisors, KWM offers an independent, unobstructed view.

   

 

First Affirmative                              

  First Affirmative Financial Network, LLC 

Our Signature Partner for the Next Gen Fellows Program
   
 USI Affinity  

USI Affinity Insurance

Exponent Philanthropy recognizes the importance of Directors and Officers Liability Insurance for small foundations. Learn about plans available to members.

   
 Wells Fargo Wells Fargo Private Bank's Philanthropic Services

Wells Fargo Private Bank’s Philanthropic Services group offers a comprehensive suite of services for Donor Advised Funds, Charitable Trusts, and Private Foundations to help meet your charitable objectives.