Gain visibility with decision makers.
AGB offers companies year-round opportunities at a range of investment levels to provide cost-effective, sustained, strategic engagements with AGB and AGB members. Corporations that share AGB’s passion and commitment to higher education can engage with us through year-round partnerships, event sponsorships, and more.
CORPORATE ENGAGEMENT PROSPECTUS
Mission Partners, Champions, and Sponsors
Mission Partners are forward-thinking companies who believe in the value of higher education and have the capacity to make a difference in the field. Working with AGB, they provide financial resources and subject-matter expertise to build, launch, promote, and sustain multi-year initiatives addressing issues of critical importance. The Mission Partner is the highest level of corporate engagement with AGB.
Our first name has always been American, but today you know us as AT&T. We’re investing billions into the economy and providing quality jobs to over 200,000 people in the U.S. alone. Since 2008, we’ve committed more than $600 million to programs that help millions of students across all 50 states and around the world. By bringing together solutions that help protect, serve and connect – committed AT&T professionals are leading the future in education for students, for educators and in technology. No company is more invested in America’s future than AT&T.
Of the many lessons we’ve learned this last year, it’s clear that education is no longer defined or confined by the four walls of a lecture hall. Delivering high-quality education for all students is the goal of every educator and access to technology has never been more critical for students to thrive and professors to excel. That’s why we are committed to providing solutions for a new era of education to transform the campus and connect all students to opportunity.
Baker Tilly is a leading advisory CPA firm with a specialized focus on higher education and research institutions. College and university leaders and boards count on our more than 4,600 Value ArchitectsTM to collaboratively seize opportunities to achieve student success and institutional sustainability. Our higher education practice addresses areas such as enterprise risk management, internal audit, compliance, fiscal resiliency, cybersecurity, student health and wellness, athletics, talent management, cost reduction, fraud, construction, capital asset management and other strategic, financial and operational issues. As the ninth largest assurance and advisory firm in the country, Baker Tilly’s depth of coast-to-coast experience and breadth of industry specialization ensures we deliver candid and insightful guidance to solve your institution’s challenges now, for tomorrow.
Our team’s collaborative approach to navigating ever-evolving and complex higher education environments provides the confidence boards, management and audit committees need to gain assurance, manage risk, enhance fiscal resiliency and move strategic initiatives forward.
Learn more about how Baker Tilly can help meet your institution’s needs at bakertilly.com/higher-education.
Ruffalo Noel Levitz (RNL) is the leading provider of higher education enrollment, student success, and fundraising solutions. The firm serves more than 1,900 colleges and universities through data-driven solutions focused on the entire lifecycle of enrollment and fundraising, assuring students find the right program, graduate on time, secure their first job in their chosen field, and give back to support the next generation. With a deep knowledge of the industry, RNL provides institutions the ability to scale their efforts by tapping into a community of support and resources. Visit www.RuffaloNL.com to learn more.
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:
Helping evolve investment policy statements to keep pace with changing economic conditions and institutional goals.
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.
Providing endowment-style investing for institutions seeking customizable, investment discretionary management, as well as accounting, reporting, and other strategic functions.
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.
Mission Champions make significant contributions of financial support and expertise on a multi-year basis to help AGB address vital needs and challenges of governing boards.
AGB Search specializes in providing tailored services, including permanent search, interim search, and compensation evaluation, to higher education institutions. Founded by the Association of Governing Boards of Universities and Colleges (AGB) in 2010, the firm has a unique understanding of the qualifications critical for effective higher education leadership. AGB Search’s executive search consultants have extensive experience in higher education search, and many have served in college and university leadership positions.
The firm has partnered with institutions ranging from small private colleges to large public institutions and research universities. At AGB Search, we are dedicated to client success. We collaborate with clients to discover each institution’s unique needs, identify exceptional and diverse candidates, and help them find the right leader for their organization.
Mission Sponsors associate their brand and reputation with AGB on a year-round basis to gain exposure in the higher education market while directly supporting AGB’s work. Mission Sponsors reach AGB members during events and via other communications opportunities throughout the year.
Agility has provided Outsourced CIO services to a select group of endowments, foundations, and family offices since inception in 2007. Our business model is built around a singular focus: helping our clients reach their goals.
We partner with a limited number of clients to develop and execute customized investment solutions. Our team provides the dedicated resources, expertise, and daily oversight that prudent management of long-term assets demands—an approach designed to make each client feel as if it has its own in-house investment team.
Click here to download Agility’s Quarterly Factsheet.
Bank of America has been a leading investment advisor to endowments and foundations for over 160 years. With more than $43.3 billion under management for nonprofit institutions, our dedicated team of approximately 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 aggregated reporting, grantmaking support, and custodial services that can lighten the administrative burden on your finance team
- Expertise in evaluating, managing, and disposing of non-financial assets such as real estate, farmland and timberland, works of art, and oil and gas royalties that may come to you through investment or gift
Please visit privatebank.bankofamerica.com/Nonprofits to learn more about how we can help your institution.
Blue Moon Consulting Group is a boutique consulting firm focused on higher education. We provide insight, counsel, and experience to help colleges and universities effectively manage real-time response to significant change, issues, and crisis events. We also help institutions mitigate issues and avoid crises altogether through the development of proactive crisis management, crisis communications, emergency management and business resiliency plans and by conducting training, exercises and leadership sessions.
Commonfund was founded in 1971 as an independent asset management firm focused on nonprofit institutions. Today, we manage $22.6 billion in assets for some 1,300 institutional clients and are one of North America’s leading investment firms for educational endowments, foundations and philanthropic organizations. Our only business is investment management, and we are active in all sectors of the global capital markets, both public and private, serving a broad spectrum of investors, including nonprofit organizations, healthcare organizations, family offices and pension plans.
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.
Global Endowment Management (GEM) is a leading outsourced Chief Investment Office (OCIO) providing institutional investment capabilities for endowments, foundations, and other long-term investors. For over fifteen years GEM has stewarded the financial assets of our clients to enable them to fulfill their missions. GEM’s history is deeply rooted in endowment-style investing, with today’s approach modernized to offer custom solutions tailored to each client’s unique investment needs. For more information visit www.globalendowment.com
Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. By embracing diverse perspectives, encouraging new ideas and challenging the status quo, we create sustainable results for the organizations we serve.
Learn how Huron works with colleges, universities and academic health centers to help transform how they deliver services to advance their academic, research and clinical mission.
SEI provides technology and asset management services across the continuum of institutional investors ranging from those with internal investment teams to those that outsource investment implementation. SEI’s Enhanced CIO (ECIO) Platform supports institutional investment teams at college and university endowments by combining the world’s leading portfolio intelligence tool—SEI Novus™—with the industry’s most comprehensive investment processing, shadow accounting, and data management capabilities. SEI’s Outsourced CIO (OCIO) Platform supports college and university endowments looking to delegate certain investment management decisions through a flexible implementation model combining manager selection, replacement and oversight, risk management, and customized goals-based asset allocation. SEI works with over 480 institutional investors worldwide, including 180 colleges, universities, and other nonprofits. Visit us at https://seic.com/institutional.
A pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, Strategic offers a comprehensive service platform for managing customized portfolios for institutional investors, with the objective of delivering sustainable net-of-fee excess returns. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. We function as our clients’ investment partner and co-fiduciary, effectively becoming an extension of their resources. Clients are then free to focus on their core missions, while we focus on providing the highly specialized portfolio management services that clients need to meet their investment goals. We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world class client service.
AGB Mission Partners, Champions & Sponsors.
AGB Mission Partners, Champions, and Sponsors.
Mission Partners, Champions & Sponsors.
How Can You Help?
To learn more about these opportunities to support AGB, please contact our Partnerships Team by submitting the form below, or call us:
Steve Abbott, senior director of partnerships, (202) 776-0842
AGB’s Corporate Engagement Prospectus 2023-2024 has further details on sponsorship opportunities.