DonorsChoose.org
Booth No: 612/614
213 West 35th Street
2nd Floor East
New York, NY 10001
Telephone: 212-239-3615, Ext. 222
Website: DonorsChoose.org
DonorsChoose.org, an online charity that makes it easy to help students through school donations, believes that every teacher can be a change-maker, and every citizen can be a philanthropist.
Representatives: Katie Bisbee, Anna Doherty
Sponsor: $100 DonorsChoose.org gift cards for all conference attendees
Foundation Source
Booth No.: 604/606
55 Walls Drive
Fairfield, CT 06824
Telephone: 800-839-0054
Fax: 800-839-1764
E-mail: cof@foundationsource.com
Website: www.foundationsource.com
Foundation Source provides expert advisory, back-office, and online support solutions to more than 900 of the nation’s top private foundations.
Representatives: Page Snow, Sharon Schneider, John Oddy, Doug Mellinger, Stephen Vondrak, Mary Ann Stover, Ann Gambling, and Dominique Sinyard-Smith
Sponsor: Dinner and the City, Donna Karan’s Urban Zen Center
Nuveen Investments
Booth No.: 608/610
6420 Renwick Circle
Tampa, FL 33647
Website: www.nuveen.com
At Nuveen Investments, we believe in conservative investing. Our purpose is to help people grow and preserve their wealth for a single reason: To secure their goals—today and tomorrow.
Representatives:
UBS
Booth No.: 607/609
Website: www.ubs.com
UBS is a premier global financial services firm offering wealth management, investment banking, asset management and business banking services to clients worldwide.
Representatives:
Sponsor: Things Are Gonna Get Jazzy, in Frederick P. Rose Hall, home of Jazz at Lincoln Center, Broadway at 60th Street
The Andrea and Charles Bronfman Philanthropies
Booth No.: 712
Telephone: 212-931-0100
E-mail: info@acbp.net
Website: www.acbp.net
The Andrea and Charles Bronfman Philanthropies is a family of charitable foundations that encourages young people to strengthen their knowledge of their heritage, history, and culture.
Representative: Jeffrey R. Solomon
Sponsor: Next Gen Connections (the preconference Next Generation Retreat for Family Members and the Next Gen Lounge in Family Central)
Goldseker Foundation
1040 Park Avenue
Suite 310
Baltimore, MD 21201
Telephone: 410-837-5100
Fax: 410-837-7927
Website: www.goldsekerfoundation.org
The Goldseker Foundation is an independent private foundation whose mission is to support programs that benefit the residents of Baltimore and its metropolitan area.
Representatives: Timothy D. Armbruster, Sheldon Goldseker
Sponsor: All of the Off-site Learning Experiences at the 2011 Family Philanthropy Conference
Jessie Smith Noyes Foundation
6 East 39th Street
12th Floor
New York, NY 10016
Telephone: 212-684-6577
Fax: 212-689-6549
E-mail: noyes@noyes.org
Website: www.noyes.org
The Jessie Smith Noyes Foundation promotes a sustainable and just social and natural system by supporting grassroots organizations and movements committed to this goal.
Representatives:
Sponsor: Breakfast Plenary Session: Philanthropy by Design, January 24, 7:45-9:30 a.m.
21/64
Telephone: 212-931-0109
E-mail: sharna@2164.net
Website: www.2164.net
21/64 is a nonprofit consulting division of The Andrea and Charles Bronfman Philanthropies that specializes in next-generation and multigenerational strategic philanthropy. As families engage the next generation in their foundations, donor advised funds, and other forms of family enterprises, there is an increasing need for clarity, communication and multigenerational collaboration.
Representatives: Sharna Goldseker, Barbara Taylor
Sponsor: Tote bags
Bank of America Merrill Lynch
Booth No.: 616/618
Telephone: 877-898-7232
Website: www.bankofamerica.com/privatefoundations
Bank of America Merrill Lynch provides specialized advisory, asset management, and administrative solutions to individuals, families, and nonprofits. Clients leverage our resources, longstanding philanthropic expertise, and commitment to achieve their philanthropic goals.
Representatives: Gillian Howell, Claire Costello, Mary Ann Clemente, Pat Ostrander, Sara Rosen, Megan Watkins, Kim Igde Kasper, Amy Lynch, Christine O’Donnell
Sponsor: Bombs and Brilliance, Monday, January 24, 3-4:30 p.m., and Dinner and the City, Terrace in the Sky
Bernstein Global Wealth Management
1345 Avenue of the Americas
New York, NY 10105
Telephone: 212-823-3331
Fax: 212-407-5850
E-mail: Ernie.Osle@bernstein.com
Website: www.bernstein.com
Bernstein Global Wealth Management, a unit of AllianceBernstein, has focused solely on research and investment management for more than 40 years. As a financial adviser and discretionary money manager, we are bound by fiduciary responsibility to our clients.
Our mission is to help them limit risk and reach their financial goals across market cycles.
Representatives:
Sponsor: Dinner and the City, Quality Meats
Bolder Giving
330 West 38th Street
Suite 505
New York, NY 10018
Telephone: 646-678-4394
E-mail: info@boldergiving.org
Website: boldergiving.org
Bolder Giving’s mission is to inspire and support people to give at their full lifetime potential.
Representatives:
Sponsor: Dinner and the City, Rubin Museum of Art
Chapin Hill Advisors, Inc.
9 East 47th Street, Suite 500
New York, NY 10017
Telephone: 212-583-1992 x106
E-mail: Kboyle@chapinhill.com
Website: www.chapinhill.com
Helping families plan strategically for both personal and philanthropic concerns including future projections, cash flow analysis, IPS formats, asset allocation and risk management strategies.
Securities offered through LPL Financial
Member FINRA/SIPC
Representative: Kathy Boyle
Sponsor: How Philanthropy Intersects with Other Family Endeavors, Monday January 24, 3-4:30 p.m.
The David and Lucile Packard Foundation
300 Second Street
Los Altos, CA 94022
Telephone: 650-948-7658
E-mail: inquiries@packard.org
Website: www.packard.org
The Packard Foundation works to improve the lives of children, enable the creative pursuit of science, advance reproductive health, and conserve and restore the earth’s natural systems.
Representatives:
Sponsor: Dinner and the City, Spice Market
Emerging Practitioners in Philanthropy
10 East 34th Street
10th Floor
New York, NY 10016
Telephone: 212-584-8249
E-mail: info@epip.org
Website: www.epip.org
Emerging Practitioners in Philanthropy—The mission of Emerging Practitioners in Philanthropy is to strengthen the next generation of grantmakers in order to advance effective social justice philanthropy.
Representatives:
Sponsor: Dinner and the City, Colors New York
Federal Street Advisors
50 Federal Street, 3rd Floor
Boston, MA 02110
Fax: 617-350-8902
E-mail: jmurtie@federalstreet.com
Website: www.federalstreet.com
Federal Street Advisors delivers investment consulting advice to foundations and wealthy families. FSA is unique in that it offers institutional depth with boutique-firm flexibility.
Representatives:
Sponsor: Dinner and the City, Park Avenue Winter
Grantmakers for Effective Organizations
1725 DeSales Street NW
Suite 404
Washington, DC 20036
Telephone: 202-898-1840
Fax: 202-898-0318
E-mail: info@geofunders.org
Website: www.geofunders.org
At a time when government, private donors, and the public are increasingly placing value on nonprofits that are able to demonstrate measurable impact, grantmakers will be well served to find better ways to think about and support learning and evaluation. Grantmakers for Effective Organizations invites you to join us for a discussion on learning for improvement.
Representatives:
Sponsor: Dinner and the City, Park Avenue Winter
Jewish Communal Fund (JCF)
575 Madison Avenue
Suite 703
New York, NY 10022
Telephone: 212-752-8277, Ext. 32
E-mail: ellen@jewishcommunalfund.org
Website: www.jewishcommunalfund.org
JCF facilitates and promotes efficient and strategic charitable giving through donor advised funds. Donors recommend grants to sectarian and nonsectarian organizations in all sectors.
Representatives: Ellen Israelson, Abby Tucker, and Susan Dickman
Sponsor: In Their Own Voices: Teens Can Change the World but Need Your Help, Monday, January 24, 3-4:30 p.m., and Can We Talk? The Next Generation and Succession Planning, Tuesday, January 25, 9:30-11 a.m.
Jewish Funds for Justice
330 7th Avenue
19th Floor
New York, NY 10001
Telephone: 212-213-2113
Fax: 212-213-2233
Website: www.jewishjustice.org
Jewish Funds for Justice is a national public foundation guided by Jewish history and tradition. We believe Jews have a responsibility to stand with all communities to live secure, fulfilling lives.
Representatives:
Sponsor: Service Opportunity: Give Back, Start Here, Monday, January 24, 6:30 p.m.
The New World Foundation
666 West End Ave
New York NY 10025
Telephone: 212-497-3470
Fax: 212-472-0508
E-mail: recept@newwf.org
The New World Foundation believes global and national social change begins at the local level. We seek to help progressive community activists in the United States and around the world build stronger alliances for social justice, civil rights, economic and electoral issues since 1954.
Representatives:
Sponsor: Dinner and the City, Rubin Museum of Art
The New York Community Trust
909 Third Avenue
New York, NY 10022
Telephone: 212-686-0010
Fax: 212-532-8528
E-mail: aw@nyct-cfi.org
Since 1924, the Trust has built a permanent endowment to support the nonprofit organizations that make New York City a vital and secure place in which to live and work.
Representatives:
Sponsor: Dinner and the City, Gracie Mansion
Quixote Foundation
5405 Leary Avenue NW
Suite 2
Seattle, WA 98107
Telephone: 206-783-5554
Fax: 206-784-5516
Website: www.quixotefoundation.org
Representatives:
Sponsor: Dinner and the City, Rubin Museum of Art
The Rasmuson Foundation
301 West Northern Lights Boulevard
Suite 400
Anchorage AK 99503
Telephone: 907-297-2700
Fax: 907-297-2700
E-mail: rasmusonfdn@rasmuson.org
Website: www.rasmuson.org
The Rasmuson Foundation helps Alaskan nonprofits achieve their goals, with particular emphasis on organizations that demonstrate strong leadership, clarity of purpose, and cautious use of resources.
Representatives:
Sponsor: Dinner and the City, Del Posto
Resource Generation
220 East 23rd Street
Suite 509
New York, NY 10010
Telephone: 646-461-3043
Website: www.resourcegeneration.net
Resource Generation—Through community building, education, and organizing, Resource Generation helps young people with wealth bring all they have and all they are to the issues they care about.
Representatives:
Sponsor: Dinner and the City, Colors New York
The Shelley & Donald Rubin Foundation
17 West 17th Street
9th Floor
New York, NY 10011
E-mail: info@sdrubin.org
Website: www.sdrubin.org
Representatives:
Sponsor: Dinner and the City, Rubin Museum of Art
Glenmede
Booth No.: 708/710
1650 Market Street
Suite 1200
Philadelphia, PA 19103-7391
Telephone: 215-419-6976
Fax: 267-675-5304
E-mail: huldah.robertson@glenmede.com
Website: www.glenmede.com
Glenmede, an independent wealth advisory firm founded in 1956, manages more than $19 billion in assets and provides strategic, financial, and administrative services for family foundations
Representatives: Nina Cohen, Huldah Robertson, Kristine Plourde, Adam Conish, Melanie Quackenbush
Sponsor: Dinner and the City, Oceana
CyberGrants Inc.
Booth No.: 521/620
Two Dundee Park
Suite 101
Andover, MA 01810
Telephone: 978-824-0300
Fax: 978-824-0301
E-mail: sales@cybergrants.com
Website: www.cybergrants.com
CyberGrants is a premier application-service provider of grants-management solutions to grantmakers. Rigid security standards and nearly limitless configuration options are the keys to the company’s ability to exceed risk-assessment requirements, maintain nearly 100 percent system up-time for the past nine years running, and dovetail to client-specific, functional needs.
Fidelity Charitable Gift Fund
Booth No.: 514/516
200 Seaport Boulevard
Boston, MA 02210
Telephone: 800-682-4438
Website: www.CharitableGift.org
The Fidelity Charitable Gift Fund is an independent public charity (501(c)(3)), with a donor advised fund program that helps donors simplify their giving and maximize their charitable impact.
Representatives: Jacqueline Valouch and Cynthia Strauss
Alliance for Justice
Booth No.: 507
11 Dupont Circle
Second Floor
Washington, DC 20036
Telephone: 202-822-6070
Fax: 202-822-6068
E-mail: shoech@afj.org
Website: 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.
Representatives: Abbey Levine and Doug Lakey
American Committee for the Weizmann Institute of Science (ACWIS)
Booth No.: 511
633 Third Avenue
20th Floor
New York, NY 10017
Telephone: 212-895-7900
Fax: 212-895-7999
E-mail: StacyS@ACWIS.org
Website: weizmann-usa.org
The American Committee for the Weizmann Institute of Science develops philanthropic support for the Weizmann Institute in Israel, one of the world’s premier scientific research institutions.
Representatives: Harold Adler and Stacy Sulman
Association of Small Foundations
Booth No.: 520
1720 N Street NW
Washington, DC 20036
Telephone: 202-580-6560
Fax: 202-580-6579
E-mail: asf@smallfoundations.org
Website: www.smallfoundations.org
The Association of Small Foundations enhances the power of philanthropy by providing donors, trustees, and professionals with peer learning opportunities, resources, and a collective voice in and beyond the philanthropic community.
Representatives: Melissa Nussbaum and Hanh Le
Best Philanthropy Services
Booth No.: 704
109 East 6th Street
Front Royal, VA 22630
Telephone: 540-313-6707
Fax: 413-702-9031
E-mail: jeffrey@npfunds.com
Website: www.bestphilanthropy.com
Best Philanthropy Services provides philanthropic and giving services and consultation to all types of foundations, philanthropic individuals and families, businesses and corporations, and
government entities.
Representatives: Jeffrey Rodman and Jessica Festa
Bromelkamp Company LLC
Booth No.: 721
106 East 24th Street
Minneapolis, MN 55404
Telephone: 888-290-9087
Fax: 612-767-6709
E-mail: keri@bromelkamp.com
Website: www.bromelkamp.com
Bromelkamp Company supports grantmakers through technology and advice that promotes efficiency, effectiveness, and innovation. We offer unparalleled technical support, Pearl database products, Akoya.net, Fundweb.net, and eGrant.net.
Representatives: Henry Bromelkamp and Keri Poeppe
Calvert Foundation
Booth No.: 725
7315 Wisconsin Avenue, Suite 1100W
Bethesda, MD 20814
Telephone: 301-280-6003; 301-280-1399
E-mail: Carrie.mcgarry@calvertfoundation.org
Website: www.calvertfoundation.org
Calvert Foundation is a nonprofit organization that has pioneered a new type of investing that delivers a social and financial return while empowering low-income families.
Representatives: Art Stevens and Jenn Pryce
Common Grant Application
Booth No.: 508
530 Wilshire Boulevard
Suite 207
Santa Monica, CA 90401
Telephone: 310-490-1277
Fax: 888-326-4037
E-mail: info@commongrantapplication.com
Website: 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
Family Office Exchange
Booth No: 706
100 S. Wacker Drive
Suite 900
Chicago, IL 60606
Telephone: 312-327-1274
Fax: 312-327-1212
E-mail: Hasher@familyoffice.com
Website: www.familyoffice.com
Representative: Heather Asher
Foundant Technologies
Booth No.: 703
851 Bridger Drive
Suite 1
Bozeman, MT 59715
Telephone: 877-297-0043
E-mail: mark.larimer@foundant.com
Website: www.foundant.com
The people at Foundant Technologies help eliminate the mounds of paper that make grantmaking difficult. Our online grant-management software has helped more than 170 foundations find ways to do good, better.
Representatives: Mark Larimer and Daren Nordhagen
Foundation Center
Booth No.: 510
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. The Foundation Center is the leading source of philanthropic information worldwide. Visit foundationcenter.org.
Representative: Dave Clark
GMA Foundations
Booth No.: 709
77 Summer Street
8th Floor
Boston, MA 02110
Telephone: 617-391-3090
Fax: 617-426-7080
E-mail: mphillips@gmafoundations.com
Website: www.gmafoundations.com
GMA Foundations provides expert grantmaking, day-to-day management, and strategic advisory services to help donors maximize their impact, manage transitions, and enjoy their giving.
Representatives: Mary Phillips, Michelle Jenney, and Amy Segal Shorey
GuideStar USA Inc.
Booth No.: 707
1730 Pennsylvania Avenue
Suite 250
Washington, DC 20006
Telephone: 202-637-7607
Fax: 202-637-7619
E-mail: kwhalen@guidestar.org
Website: www.guidestar.org
GuideStar connects people and organizations with information on the programs and finances of more than 1.8 million IRS-recognized nonprofits.
Representatives: Kelly Whalen and Bunkie Righter
Johnson Center for Philanthropy
Booth No.: 519
201 Front Avenue, SW
Suite 200
Grand Rapids, MI 49504
Telephone: 202-365-0273
E-mail: shalettr@foundationreview.org
Website: www.foundationreview.org
Established in 1992, the Dorothy A. Johnson Center for Philanthropy is an academic center focused on increasing the efficiency and effectiveness of the charitable sector. Our work involves conducting research, teaching effective practices, and providing pathways to service.
Representatives: Allison Lugo-Knupp, Teri Behrens, Michael Moody, and Robert Shalett
Sponsor: Philanthropy Education: Teaching Philanthropy Through Doing, sponsored by Frey Foundation Chair for Family Foundations and Philanthropy at the Johnson Center for Philanthropy, January 24, 10-11 a.m.; Working with School Systems: How Funders Influence Education, sponsored by The Foundation Review at the Johnson Center for Philanthropy, January 25, 9:30-11 a.m.
MicroEdge, LLC
Booth: 713
619 W 54th Street, 10th Floor
New York, NY 10019
Telephone: 646-237-3959
Email: gswain@microedge.com
Website: www.microedge.com
Established in 1985, MicroEdge, LLC is the leading provider of software and services to the giving community worldwide.
Representatives: Phoebe Jewett, William Anderson, Jay Weisman, Scott Wesley
Sponsor: Cocktail Reception in Family Central, Monday, January 24, 5-6:30 p.m.
National Center for Family Philanthropy
Booth No.: 719
1101 Connecticut Avenue NW
Suite 220
Washington, DC 20036
Telephone: 202-293-3424
Fax: 202-293-3395
E-mail: susan@ncfp.org
Website: www.ncfp.org
The National Center for Family Philanthropy is the only nonprofit resource dedicated exclusively to giving families and those who work with them. Our staff of experts, researchers, and advocates have 100 combined years of professional experience in the field. With unmatched expertise, we are positioned to help both emerging and experienced family philanthropists.
Representatives: Jason Born and Sally Jones
National Networks of Consultants to Grantmakers
Booth No.: 701
P.O. Box 292182
Los Angeles, CA 90029
Telephone: 888-589-4489
Fax: 888-589-4489
E-mail: lauren@nncg.org
Website: www.nncg.org
Have a pressing grantmaking question? Gain expert advice from the National Network of Consultants to Grantmakers! Pro-bono and confidential, the 20-minute mini-consulting sessions are available to all conference participants. For free consultations, sign up at the conference Registration Desk in Family Central.
Representative: Lauren Kay
O’Connor Davies Munns & Dobbins LLP
Booth No.: 513
60 East 42nd Street
New York, NY 10165-3698
Telephone: 212-286-2600
Fax: 212-286-4080
E-mail: tblaney@odmd.com
Website: www.odmd.com
O’Connor Davies Munns & Dobbins LLP provides accounting, tax, and compliance-related services to more than 1,200 nonprofit organizations, including more than 200 private foundations. www.odmd.com
Representatives: Richard Ribeiro, Diana Rugolo
Philanthropy Indaba
Booth No.: 517
P.O. Box 1545
New York, NY 10028
Telephone: 646-684-3228
E-mail: maryann@philanthropyindaba.com
Website: www.philanthropyindaba.com
Philanthropy Indaba gets you out of the boardroom and into the field through custom, thoughtfully curated philanthropic journeys and service opportunities—local, national, and international.
Representatives: Maryann Fernandez and Abby Raphel
SmartSimple Software Inc.
Booth: 715
111 Peter Street, Suite 405
Toronto, Ontario, Canada
Telephone: 416-591-1668 x110
E-mail: gmodlin@smartsimple.com
Website: www.smartsimple.com
From community based organizations to federal research agencies, SmartSimple Software Inc, empowers our clients so they can focus on what matters most, their mission.
Representatives: Gary Modlin, Cameron McLean
Social Impact Exchange
Booth No.: 723
122 East 42nd Street
17th Floor
New York, NY 10168
Telephone: 212-551-7954
E-mail: cmassarsky@growthphilanthropy.org
Website: www.socialimpactexchange.org
The Social Impact Exchange is a national, cross-sector membership forum for sharing knowledge and facilitating the efficient flow of capital to scale top performing programs and solutions.
Representatives: Cynthia Massarsky and Janice Schoos
TCC Group
Booth No.: 518
31 W 27th Street
4th Floor
New York, NY 10001
Telephone: 212-949-0990
Fax: 212-949-1672
E-mail: mgarvey@tccgrp.com
Website: www.tccgrp.com
For more than 30 years, TCC Group has provided management consulting and evaluation services to foundations, nonprofit
organizations, corporate community involvement programs, and government agencies.
Representatives: Ashley Blanchard and Michelle Garvey
Urban Partnership Bank
Booth No.: 515
134 N LaSalle Street
Suite 1900
Chicago, IL 60602
Telephone: 773-420-4678
Fax: 312-658-0630
E-mail: jblock@upbnk.com
Website: www.sbk.com
Urban Partnership Bank builds vibrant urban neighborhoods and promotes economic and environmental sustainability. Earn financial return and foster social impact with your cash investments and transaction accounts.
Representatives: Justin Block and Kris Rull
Wizehive
Booth No.: 509
6 Poplar Street
Conshohocken, PA 19428
Telephone: 215-259-8299
Fax: 888-502-0279
E-mail: Jeff@wizehive.com
Website: www.wizehive.com/cof
Wizehive offers the fastest, easiest, and most affordable way to put your application and selection online. No IT staff or skills are needed.
Representatives: Jeff Thomas and Giulia Umile
For information on becoming an exhibitor or sponsor, please visit the Exhibitor/Sponsor registration page.