AGB Sustaining Member corporations help to maintain important AGB programs and services and support the launch of new intiatives that provide critical services to AGB member governing boards. These year-round memberships are designed for corporations that want to demonstrate their support for ensuring informed, prepared, and well-equipped governing boards.
A&G Realty Partners, a real estate advisory group, brings experience, capital, and decades of established and trusted relationships to maximize the value of commercial real estate assets and leases. The firm is recognized for bringing creative solutions to challenges across a broad spectrum of industries. In the higher education sector, its projects have run the gamut from co-managing the sale of sprawling campuses for Dowling College, to overseeing property sales of 30 office buildings for the trustee of ITT (formerly one of the nation’s largest for-profit colleges), and spearheading real estate strategies for non-profit and for-profit institutions that included lease terminations, sub-leases, and occupancy cost reductions. With offices and a broker network throughout the country, A&G’s suite of services includes: strategic advice, real estate sales, auctions, lease terminations and sub-leases, occupancy cost reductions, valuations, and due diligence. Learn some ways to use your real estate to cut your institutional overhead.
Agility has provided Outsourced CIO services to a select group of premier endowments, foundations, and family offices since inception in 2007. Our business model is built around working in close partnership with a limited number of clients—we want each client to feel as if it has its own in-house investment team.
All universities and colleges have top prospects living far away who have had little contact with their alma maters. Using advanced technology and local professional resources, ALUMinate collaborates with advancement and alumni relations teams to identify, engage and cultivate untapped potential donors. ALUMinate’s unique approach is guaranteed to reignite latent philanthropic support for your school. www.ALUMinateUS.com/blog
Aon is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
Blackbaud (NASDAQ: BLKB) is the world’s leading cloud software company powering social good. Serving the entire higher education community, Blackbaud connects and empowers organizations to increase their impact through software, services, expertise, and data intelligence. Serving the industry for more than three decades, Blackbaud is headquartered in Charleston, South Carolina and has operations in the United States, Australia, Canada, and the United Kingdom.
EAB’s Advancement Services division helps colleges and universities to strengthen core revenue streams, achieve enrollment and fundraising goals, and build long-term relationships with students, parents, and alumni through innovative, data-enabled marketing services. Our best practice strategies are founded in comprehensive and rigorous study. We conduct over 300 field tests annually across more than 350 partner institutions. For timely and useful information on advancement and fundraising, please see Expert Perspectives, a collection of our best advancement blogs.
Fund Evaluation Group, LLC (FEG) is a leading provider of investment solutions to endowments, foundations, and other institutional investors including colleges and universities, independent schools, community foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Services include investment consulting, portfolio management, and research services. FEG’s portfolio management services include outsourced CIO (OCIO) management, alternative investments, and responsive investing.
FEG was founded in 1988 and is headquartered in Cincinnati, OH. The firm is an independently owned, registered investment advisor that employs over 130 professionals across offices in Cincinnati, OH; Dallas, TX; and Indianapolis, IN. Client assets under advisement total approximately $61 billion.*
FEG has served communities, both directly and by helping our clients fulfill their missions, for 29 years.
*For full disclosures, visit www.feg.com/disclosures.
An independent and privately held investment and wealth management firm, Glenmede was founded in 1956 to manage the charitable assets of the Pew family—seven individual trusts which serve as the primary funding source for the non-profit entity The Pew Charitable Trusts. Today Glenmede provides highly customized investment, fiduciary and advisory services to high-net-worth individuals and families, endowments, foundations and institutional entities, representing more than $34 billion of assets under management. Headquartered in Philadelphia, Pennsylvania, the firm has offices in New York, New York; Morristown and Princeton, New Jersey; Cleveland, Ohio; Washington, D.C.; and Wilmington, Delaware.
Kaufman Hall provides management consulting and software to help universities and colleges realize sustained success amid changing market conditions. Since 1985, Kaufman Hall has been a trusted advisor to boards and executive management teams, helping them incorporate proven methods into their strategic planning and financial management processes, and quantify the financial impact of their plans and strategic decisions to consistently achieve their goals. The breadth and integration of Kaufman Hall advisory services are unparalleled, encompassing strategy; financial and capital planning; treasury and capital markets management; and mergers, acquisitions, partnerships, and joint ventures.
Kaufman Hall’s Axiom Higher Education Suite provides sophisticated, flexible performance management solutions that empower university leaders to analyze results, model the future, and optimize decision making. Configured for higher education, solutions for strategic financial planning, reporting and analytics, as well as budgeting and forecasting are delivered on an integrated software platform, managed in the cloud. For timely and useful information on higher education financial planning, please see this white paper, Moving Forward on the Continuum of Financial Planning in Higher Education.
Founded in 1973, LCG Associates, Inc. (“LCG”) is a national investment consulting firm. We are an independent and 100% employee-owned. We believe this ensures LCG’s and our clients’ interests are aligned long-term. LCG serves over 85 clients with approximately $93 billion in assets.* We have been working with endowments/foundations since the 1980s. We closely collaborate with investment committees and staff to construct and maintain investment programs that meet each organization’s unique mission and objectives. Common services include:
- Investment policy development
- Asset allocation modeling/analysis
- Investment strategy/manager selection
- Spending policy analysis
- Portfolio risk analysis & stress testing
- ESG/SRI implementation
- Education on investment-related topics
- Customized performance reporting
- Audit support
LCG strives to be our clients’ first call when it comes to investment related matters. Our unique partnership approach to client service is designed such that LCG effectively operates as an extension of staff.
*Clients as of 1/3/18 and assets as of 9/30/17.
The National Center for Faculty Development & Diversity (NCFDD) is the leader in providing career development and mentoring solutions to universities and their faculty, postdocs, and graduate students through its three offerings: faculty programs, membership, and workshops. Founded by a former, tenured faculty member, the NCFDD is dedicated to helping universities and their faculty be more productive, increase external grand funding, and increase faculty retention.
Vemo Education works with postsecondary institutions to develop, launch, and implement income share agreements. Vemo has partnered with a range of colleges and universities to implement income share agreement programs, including Purdue University in Indiana, Clarkson University in New York, Lackawanna College in Pennsylvania, and Point Loma Nazarene University in California.