Exhibitor Directory
The Council would like to thank all the sponsors and exhibitors who will be participating in the 2012 Fall Conference for Community Foundations.
Please visit the exhibitors in Community Central during scheduled exhibit viewing hours:
Sunday, September 9, 3-6 p.m.
Monday, September 10, 9 a.m.-6 p.m.
Tuesday, September 11, 9 a.m.-6 p.m.
Wednesday, September 12, 9 a.m.-12 p.m.
Experience the Council
Council on Foundations
Booth No: 301
2215 Crystal Drive, Suite 700
Arlington, VA 22202
Telephone: 800-673-9036 / 703-879-0600
Website: www2.cof.org
The Council on Foundations formed in 1949, is a nonprofit membership association of grantmaking foundations and corporations. Members of the Council include more than 1,700 independent, operating, community, public and company-sponsored foundations, and corporate giving programs in the United States and abroad. Visit the Council's booth to learn more about our, publications, leadership opportunities, and tools needed by philanthropic organizations to expand, enhance, and sustain their ability to advance the common good.
Connectivity Sponsor
John S. and James L. Knight Foundation
Wi-Fi and Conference App Sponsor
200 South Biscayne Boulevard, Suite 3300
Miami, FL 33131
Telephone: 305-908-2611
Email: newton@knightfdn.com
Website: www.knightfoundation.org
Knight Foundation supports transformational ideas that promote quality journalism, advance media innovation, engage communities, and foster the arts.
Representative: Eric Newton
Platinum Exhibitor
CF Insights/FSG
Learning Lab Sponsor
Booth No: 307
500 Boylston St., Suite 600
Boston, MA 02116
Telephone:617-502-6112
E-mail: diana.esposito@fsg.org
Website: www.cfinsights.org
The idea behind CF Insights is simple: What if each community foundation could know what all community foundations collectively know?
Representative: Diana Esposito
East Bay Community Foundation
Booth No: 411
200 Frank Ogawa Plaza
Oakland, CA 94612
Telephone: 510-418-8605
E-mail: ladauto@eastbaycf.org
Website: www.eastbaycf.org
To win, we have to lose. THE WEIGHT OF THE NATION is one of the most far-reaching public health campaigns on America�s obesity epidemic. Discover how you and your partners can build healthier communities by using HBO�s Emmy-nominated documentary series and setting up a local screening. Free screening kits are available at the East Bay Community Foundation�s booth.
Representative: Lianna Adauto
Mason Investment Advisory Services
CEO Retreat Sponsor
Booth No: 300
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 independent investment consulting services to Community Foundations 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 development assistance. Please join us for our session on managing multiple local investment advisors on Tuesday titled "Herding Cats".
Representative: William Thorpe
Razoo Global Corporation
Next Gen Reception Sponsor
Booth No: 201
1020 19TH ST NW Suite 800
Washington, DC 20036
Telephone: 202-684-7549
E-mail: shai@razoo.com
Website: www.razoo.com
Razoo is an online fundraising platform that allows Nonprofits and individuals to practice and inspire generosity towards the causes they care about.
Representative: Shai Chu
Russell Investments
Registration Bags, FAOG Lounge, and Invest Session Track Sponsor
1301 Second Ave, 18th Floor
Seattle, WA 98101
Telephone:206-369-1124
E-mail: cfortmeyer@russell.com
Website: http://www.russell.com/nonprofit
For more than 40 years, Russell Investments has provided sophisticated investment solutions and management services to endowments and foundations. Our services include investment management, consulting, alternative investments, and implementation services, as well as trust & administration services. Our team is dedicated to working with you to understand your goals and help you fund your mission.
Diamond Exhibitors
Stellar Technology Solutions
Happy Hour in Community Central Sponsor
Booth No: 306
600 Main Street, Suite 100
Stroudsburg, PA 18360
Telephone: 570-517-3500
Fax: 570-426-1859
E-mail: btennant@stellartechsol.com
Website: 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 & the community.
Representative: Beth Tennant
Vanguard
Booth No: 316
100 Vanguard Boulevard
Malvern, PA 19355
Telephone: 610-669-9020
E-mail: patrick_j_burke@vanguard.com
Website: http://institutional.vanguard.com
Vanguard, one of the top five investment managers for endowments and foundations, has over $39B in nonprofit assets under management and 1,400 clients.
Representative: Patrick Burke
Premier Exhibitors
The Center for Effective Philanthropy
Badge Lanyard Sponsor
Booth No: 317
675 Massachusetts Avenue, 7th Floor
Cambridge, MA 02139
Telephone: 617-492-0800
Fax: 617-492-0888
Website: http://www.effectivephilanthropy.org
CEP provides data and creates insight so philanthropic funders can better define, assess, and improve their effectiveness, and, as a result, their intended impact.
CommunityForce, Inc.
Booth No: 405
11800 Sunrise Valley Drive, Suite 317
Reston, VA 20191
Telephone: 314-222-6147
Website: www.communityForce.com
CommunityForce.com is an innovative software solution that helps manage the entire award lifecycle from online application submissions to their review, award, and renewal.
Crown Philanthropic Solutions
Learning Lab Sponsor
Booth No: 406
560 Sylvan Avenue, Suite 3270
Englewood Cliffs, NJ 07632
Telephone: 877-366-6785, Ext. 345
Fax: 877-695-3839
E-mail: bhewitt@crownps.com
Website: www.donorfirst.org
DonorFirst is an integrated technology and services platform that delivers a Web-based charitable environment for donors and staff, coupled with optional investment data aggregation and sub-accounting which provides state-of-the-art support for DAF, private foundations and endowments. DonorFirst interfaces smoothly with existing foundation software such as FIMS, Financial Edge, and Pearl.
Representative: Bill Hewitt
Foundant Technologies
Booth No: 100
PO Box 11888
Bozeman, MT 59715
Telephone: 877-297-0043
E-mail: daren.nordhagen@foundant.com
Website: www.foundant.com
Hundreds of grantmakers are doing good better with Foundant Technologies' online grants management software. If you're looking for a practical solution to manage your grantmaking, at a reasonable price, with a proven record of making customers happy give us a call at (877)297-0043 or www.foundant.com.
Representative: Daren Nordhagen
Fund Evaluation Group
Booth No: 200
201 East 5th Street, Suite 1600
Cincinnati, OH 45202
Telephone: 513-977-4400
E-mail: cmcclintock@feg.com
Website: 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 $34 billion in total client assets under advisement and over 80 employees (as of 3/31/2012).
Representative: Carolyn McClintock
Kimbia Inc.
Booth No. 206
1050 e. 11th Street
Austin, TX 78702
Telephone: 512-961-5358
E-mail: lori@kimbia.com
Website: www.kimbia.com
An innovator of dynamic, flexible, and easy-to-use online fundraising and event management solutions, Kimbia enables nonprofit organizations to increase giving, participation and overall support.
Representative: Lori Finch
MicroEdge, LLC
Booth No: 207
619 W 54th Street, 10th Floor
New York, NY 10019
Website: www.microedge.com
MicroEdge delivers comprehensive solutions for the philanthropic and giving communities, to help them increase operational efficiency, produce meaningful results and drive collaborative impact.
Moss Adams LLP
Booth No: 400
101 Second St., Suite 900
San Francisco, CA 94105
Telephone: 415-677-8247
E-mail: elizabeth.dollar@mossadams.com
Website: www.mossadams.com
To achieve the best results, charitable foundations today need thoughtful planning, a smart operational strategy, and crisp execution. Moss Adams can help. We deliver personal, attentive service to help foundations navigate complex audit requirements, tax compliance issues, investment strategies, and more. Discover how we can support your mission.
Representatives: Liz Dollar
Supporting Exhibitors
AcademicWorks, Inc.
Booth No: 410
1609 Shoal Creek, Suite 200
Austin, TX 78701
Telephone: 888-376-4252
E-mail: gdunlap@academicworks.com
Website: www.academicworks.com
AcademicWorks provides a comprehensive Scholarship Management Solution that allows Community Foundations to automatically match students with relevant scholarships; facilitate the committee review process; make/monitor awards and recognize scholarship donors. Community Foundation use AcademicWorks to reduce staff time and costs, while improving services to students, donors and the community.
Representatives: Graham Dunlap
Blackbaud
Booth No: 418
2000 Daniel Island Drive
Charleston, SC 29492
Website: http://www.blackbaud.com
Blackbaud is a leading provider of software and services to nonprofit organizations, combining technology and expertise to help organizations achieve their missions.
BoardEffect, Inc
Booth No: 106
161 Leverington Avenue, Suite 1001
Philadelphia, PA 19127
Website: www.boardeffect.com
BoardEffect� is a 100% web-based, secure portal designed to support best practices in governance. From providing board meeting materials in an electronic format, to meeting scheduling, to facilitating online deliberation and voting, BoardEffect� streamlines governance workflow and reduces the burden of managing the board's workload. To learn more, visit www.boardeffect.com.
Breckinridge Capital Advisors
Booth No: 211
200 High Street
Boston, MA 02210
Telephone: 617-443-1120
E-mail: tcoffin@breckinridge.com
Website: www.breckinridge.com
Breckinridge Capital Advisors is a separate account, high grade fixed income investment manager with over $16 billion in managed assets. Our taxable bond strategy can meet the investment and sustainable policy objectives of foundations, endowments, pension funds and institutions, and has delivered attractive risk-adjusted total returns investing in bonds that strengthen our education system, expand public transportation, produce clean energy, conserve water resources, improve healthcare and support leading environmental, social and governance (ESG) conscious companies.
Representative: Tom Coffin
Bromelkamp Company LLC
Registration Bag Insert Sponsor
Booth No: 302
106 East 24th Street
Minneapolis, MN 55404
Telephone: 888-290-9087
Fax: 612-767-6709
E-mail: info@bromelkamp.com
Website: www.bromelkamp.com
For over 30 years, Bromelkamp Company has served grant makers through technology and advice that promote efficiency, effectiveness and innovation. Our software is designed to work the way you do.
Cardinal Investment Advisors
Booth No: 402
231 South Bemiston Ave., Suite 200
Clayton, MO 63105
Telephone: 314-726-9911
Fax: 314-725-5044
E-mail: dcenter@cia-llc.com
Website: www.cia-llc.com
Cardinal Investment Advisors is a completely independent, institutional investment consulting firm serving foundations, endowments, healthcare institutions, corporate pension plans and insurance pools.
Representative: David D. Center, CFA
CliftonLarsonAllen LLP
Booth No: 114
220 South 6th Street, Suite 300
Minneapolis, MN 55402
Website: www.cliftonlarsonallen.com
CliftonLarsonAllen is one of the nation's top 10 certified public accounting and consulting firms. Structured to provide clients with highly specialized industry insight, the firm delivers assurance, tax and advisory capabilities. CliftonLarsonAllen offers unprecedented emphasis on serving privately held businesses and their owners, as well as nonprofits and governmental entities. The firm has a staff of more than 3,600 professionals, operating from more than 90 offices across the country.
Common Grant Application
Booth No: 314
530 Wilshire Blvd., Suite 207
Santa Monica, CA 90401
Telephone: 310-490-1277
E-mail: jeff@commongrantapplication.com
Website: www.commongrantapplication.com
The Common Grant Application is a simple, flexible, open and complete Web site for grantseekers and grantmakers to submit, receive, and manage grant applications.
Representative: Jeff Lawrence
Counterpart International
Booth No: 403
2345 Crystal Drive, Suite 301
Arlington, VA 22202
Telephone: 703-236-3436
E-mail: mfarrand@counterpart.org
Website: www.counterpart.org
We are a US-based 501(c)3 international development nonprofit working in partnership to empower people, communities and institutions to drive and sustain their own development.
Representative:Maggie Farrand
Crescendo Interactive Inc.
Booth No: 310
110 Camino Ruiz
Camarillo, CA 93012
Telephone: 800-858-9154
Fax: 805-388-2483
E-mail: Crescendo@cresmail.com
Website: www.crescendointeractive.com
Crescendo's GiftLegacy Marketing System has everything you need to raise planned gifts! Includes custom website, eNewsletters, literature, online wills, software and more. Call 800-858-9154.
Community Foundations National Standards Board
Booth No: 409
2121 Crystal Drive, Suite 700
Arlington VA 22202
Telephone: 800-673-9036
Website: www.cfstandards.org
Come visit the board and staff of the Community Foundations National Standards Board to learn more about the National Standards for U.S. Community Foundations� and the accreditation process. We want to hear your ideas on how to improve the process and the standards themselves, which will be revised in 2013.
Embolden
Booth No: 108
545 Pawtucket Ave.
Ste C105, Mailbox 208
Pawtucket, RI 02860
Website: www.embolden.com
Embolden is a full-service, digital communications group providing community foundations with a tailored approach to web and mobile design and development, social media strategy and content creation and management. We develop long-term relationships with our clients due to our highly personalized consulting and expertise in technology and communications.
Federal Central
Booth No: 115
2121 Crystal Drive, Suite 700
Arlington, VA 22202
Telephone: 703-879-0688
Email: partnership@cof.org
Website: http://ppp.cof.org
Federal Central is a dedicated space for the Council's Public-Philanthropic Partnership Initiative�s federal partners to have informal conversations and share information with conference participants. Stop by to meet representatives from the Department of Housing and Urban Development, the Federal Emergency Management Agency, Department of State, the Office of the Joint Chiefs of Staff, and the National Guard.
Representatives: Stephanie Powers and Laura Tomasko
Foundation Center
Booth No: 416
79 Fifth Avenue
New York, NY 10003
Website: www.foundationcenter.org
Established in 1956, the Foundation Center is the leading source of information about philanthropy worldwide. Through data, analysis, and training, it connects people who want to change the world to the resources they need to succeed.
Foundation Review
Booth No: 417
201 Front Ave. SW, Suite 200
Grand Rapids, MI 49504
E-mail: shalettr@foundtionreview.org
Website: www.thefoundationreview.org
The Foundation Review is the first peer-reviewed journal of philanthropy, written by and for foundation staff and boards, and those who work with them implementing programs. It provides rigorous research and writing, presented in an accessible style.
Grantmakers for Effective Organizations
Booth No. 419
1725 DeSales Street, NW, Suite 404
Washington, DC 20036
Telephone: 202-898-1840
Fax: 202-898-0318
E-mail: twiss@geofunders.org
Website: www.geofunders.org
Grantmakers for Effective Organizations is a community of more than 2,900 individuals representing 370 grantmakers that are challenging the status quo in philanthropy to help nonprofits achieve more.
Representative: Jason Twiss
Instant Atlas Inc.
Booth No. 214
811 Dallas Street, Suite 10100
Houston, TX 77002
Telephone: 713-548-6620
Email: joel.wright@instantatlas.com
Website: www.instantatlas.com
InstantAtlas is data presentation software for location-based statistical data. InstantAtlas enables data professionals, analysts and researchers to create highly-interactive dynamic and profile reports. These reports combine statistics and map data to improve data visualization, enhance communication, and engage people in more informed decision making.
International Scholarship and Tuition Services, Inc. (ISTS)
Booth No. 111
1321 Murfreesboro Rd, Suite 800
Nashville, TN 37217
Telephone: 615-777-3727
E-mail: jwelch@applyISTS.com
Website: www.applyISTS.com
ISTS provides full-service scholarship management for clients like the Community Foundations of Greater Atlanta and Southern Arizona. We offer easy-to-use online applications and are 100% women-owned.
Representative: Jennifer Welch
Johnson Center for Philanthropy
Booth Number: 417
201 Front Avenue SW, #200
Grand Rapids, MI 49504
E-mail: shalettr@foundtionreview.org
Website: www.thefoundationreview.org; www.johnsoncenter.org
The Johnson Center 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.
Kaspick & Company
Booth No. 210
211 N. Broadway, Suite 1000
Saint Louis, MO 63102
Telephone: 314-244-5079
E-mail: vamato@kaspick.com
Website: www.kaspick.com
Kaspick & Company is a premier provider of comprehensive planned giving services for charitable organizations nationwide. Through our sophisticated investment management, exceptional gift administration and expert policy and practice consulting, Kaspick & Company ensures that its clients excel in the essential elements of successful planned giving programs.
Representative: Vic Amato
Reinhart Partners, Inc.
Booth No. 101
1500 West Market Street, Suite 100
Mequon, WI 53092
Telephone: 262-241-8908
E-mail: sdamsgaard@reinhart-partnersinc.com
Website: www.reinhart-partnersinc.com
Reinhart Partners was founded in 1991 by Jim Reinhart. We are a 100% employee-owned firm based in Milwaukee, Wisconsin, with $4.1 billion in assets under management. Reinhart Partners is dedicated to one goal: to exceed our clients' investment objectives through the active management of equity and fixed income portfolios.
Representative: Sarah Damsgaard
Resources to Unite Communities
Booth No. 315
4735 Walnut St Suite B
Boulder, CO 80301
Telephone: 303-996-0275x4
E-mail: lee@unitingresources.org
Website: www.unitingresources.org
Resources to Unite Communities is a initiative of the nonprofit Intercambio. We offer high-quality, user-friendly, and affordable tools for English language acquisition and cultural integration for adult immigrants. Our most popular resources are the Immigrant Guide, which is being used by 60,000 immigrants, and our 12-book Interactive English curriculum.
Representative: Lee Shainis
ScholarSelect
Learning Lab Sponsor
Booth No. 311
8818 Travis Hills Dr. #1213
Austin, TX 78735
Telephone: 512-658-4647
Fax: 888-839-5019
E-mail: robert.davis@scholarselect.com
Website: www.scholarselect.com
ScholarSelect is the premier on-line solution for managing scholarship, grant, and award programs.
Representative: Robert Davis
StoryCorps
Booth No. 103
80 Hanson Place, 2nd Floor
Brooklyn, NY 11217
Telephone: 646-723-7020 ext 76
E-mail: alesnick@storycorps.org
Website: www.storycorps.org
StoryCorps is an independent nonprofit whose mission is to provide Americans of all backgrounds and beliefs with the opportunity to record, share, and preserve the stories of our lives. Since 2003, StoryCorps has collected and archived more than 40,000 interviews from nearly 80,000 participants. Each conversation is recorded on a free CD to share, and is preserved at the American Folklife Center at the Library of Congress. StoryCorps is one of the largest oral history projects of its kind, and millions listen to our weekly broadcasts on NPR's Morning Edition and on our website and podcast.
Representative: Abby Lesnick
WizeHive
Learning Lab Sponsor
Booth No. 414
6 Poplar Street
Conshohocken, PA 19428
Telephone: 215-259-8299
E-mail: jeff@wizehive.com
Website: www.wizehive.com
WizeHive is an online platform that combines a form builder, task manager, activity feed, and workflow tools, all wrapped inside of a modern social interface. Organizations use it to quickly build and deploy powerful data driven web apps.
Representative: Jeff Thomas
Sponsors
Knight Digital Media Center
Registration Bag Materials Sponsor
734 West Adams Boulevard
Los Angeles, CA 90089
Phone: 626-833-7999
E-mail: yoshizara.nancy@gmail.com
Website: www.knightdigitalmediacenter.org
The Knight Digital Media Center at the University of Southern California is helping community foundations develop strategies and plans to assume greater community leadership roles in the dynamic world of local news and information.
Nonprofit VOTE
Registration Bag Materials Sponsor
89 South Street Suite 203
Boston, MA 02111
Telephone: 617-357-8683
Website: www.nonprofitvote.org
Nonprofit VOTE partners with America's nonprofits to help the people they serve participate and vote. It is the leading source of nonpartisan resources, trainings and materials to help 501(c)(3) nonprofits integrate voter engagement into their ongoing activities and services.
Rockefeller Financial, Nonprofit Investment Services
Registration Bag Materials Sponsor
900 17th Street, NW, Suite 603
Washington, DC 20006
Telephone: 202-719-3012
Website: www.rockefellerfinancial.com/foundations-and-nonprofits
With 130 years of experience, Rockefeller Financial's commitment to the nonprofit community dates back to the John D. Rockefeller family office founded in 1882. We registered with the SEC as an investment advisor in 1980 to offer external clients the same team that services Rockefeller family personal and philanthropic interests.