Sustaining Partners are forward-thinking companies who believe in the value of higher education, recognize the challenges being faced by higher education today, and have the expertise and resources to contribute to meeting those challenges. The Sustaining Partner is the highest level of corporate engagement with AGB. Sustaining Partners are companies that provide financial resources and subject-matter expertise to work with AGB to build, launch, promote, and sustain multi-year initiatives addressing issues of critical importance to higher education.
TIAA is a Fortune 100 financial services organization dedicated to helping our clients achieve financial well-being. We were founded nearly a century ago as the vision of one of history’s great philanthropists, Andrew Carnegie, to make a difference in the lives of teachers. Since then, we have helped millions at academic, medical, research, and cultural organizations—the people whose work makes the world a better place—retire with financial security.
Today, we are a global asset manager with award-winning performance. Our investment model and long-term approach aim to benefit the 5 million people and more than 16,000 institutions we serve. As we pursue powerful performance that drives better outcomes for our clients, we are committed to growing, innovating, continually improving, and building on our proud history of diversity and inclusion.
Advanced services and strategies designed especially for endowments and foundations
TIAA, in conjunction with its group of companies, offers a high level of strategic advice, portfolio management and trust services to some of the world’s most prestigious institutions. Our goal is to help empower nonprofits to pursue their missions through the growth of their permanent capital while also diligently managing their risk and administrative priorities. Those institutions rely on our insight, commitment and nearly 100 years of experience to help them with:
- Investment policy
Helping evolve investment policy statements to keep pace with changing economic conditions and institutional goals.
- Asset management
Developing and managing portfolios which balance the need for short-term growth and income with long-term investments designed to preserve capital across generations. Our capabilities include the full range of asset management solutions, including single sleeve, strategic and tactical asset allocation, alternatives, fund of funds, and real asset expertise.
- Research and thought leadership
Groundbreaking original research on financial market trends, economic analysis, and nonprofit finance and investment strategies and best practices.
- Outsourced CIO
Providing endowment-style investing for institutions seeking customizable, investment discretionary management, as well as accounting, reporting, and other strategic functions.
- Gift planning
Enhancing program design and implementation, including asset management, gift administration, and comprehensive reporting.
- Trust and custody services
Safekeeping securities, collecting income and revenues, managing distributions, and offering a full range of administrative services.
U.S. Trust has been a leading investment advisor to endowments and foundations for over 160 years. With over $27.5 billion under management for nonprofit institutions, our dedicated team of 200 professionals located in offices throughout the United States supports your mission with a comprehensive suite of fiduciary services, including:
- Investment outsourcing, in which we function as an extension of your internal investment staff
- Consulting and advisory support for governance and fundraising activities, including board evaluation, capital campaigns, planned giving, and donor stewardship
- Administrative resources such as sub-fund accounting services and aggregated reporting that can lighten the administrative burden on your finance team
- Expertise in evaluating, managing, and disposing of nonfinancial assetes such as real estate, farm- and timberland, works of art, and oil and gas royalties that may come to you through investment or gift
Please review our new paper, Financial Regimes and Nonprofit Governance, that has important guidance for managing endowments in these challenging times.