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 as:
Sustaining Partners, Champions, and Sponsors
With a minimal financial investment, Sustaining Member corporations can showcase their support for well-informed and prepared governing boards and help provide critical resources to AGB members.
Dues are based on number of full-time employees in the entire company or for investment firms, assets under management in higher education practice. Dues are for a 12-month membership. The membership begins the first full month following receipt of the membership dues.
Under 50 employees
50–499 employees or investment firms with less than $3 billion in assets under management in higher education practice
500-4,999 employees or investment firms with $3 billion or more in assets under management in higher education practice
5,000 or more employees
Sustaining 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 Sustaining Partner is the highest level of corporate engagement with AGB.
Bank of America’s Philanthropic Solutions team 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 non-financial assets such as real estate, farm- and timberland, works of art, and oil and gas royalties that may come to you through investment or gift
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.
Sustaining 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.
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.
AGB Search is the only firm that specializes in all aspects of executive search exclusively for higher education institutions. Founded by the Association of Governing Boards of Universities and Colleges (AGB) in 2010, we have a unique understanding of the qualifications critical for effective higher education leadership. We offer a full suite of services which include executive search, compensation evaluation, and interim search. AGB Search is dedicated to client success and guarantee a smooth, effective search. We collaborate with clients to discover what makes each institution distinct and present the best candidates for each position, so you find the right leader for you. Each member of our consulting team brings to the firm years of experience as a higher education leader. We not only understand the demands of leadership, but also are deeply invested in supporting the next generation of leaders.
Sustaining 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. Sustaining Sponsors reach AGB members during events and via other communications opportunities throughout the year.
As one of the 15 largest firms in the country, Baker Tilly is a leading advisory, tax and assurance firm with a specialized focus on higher education and research institutions. College and university leaders rely on our nearly 3,900 professionals to serve as a Value Architect, helping them navigate the complex challenges of their institutions. Our clients trust our proactive and specialized advice to address strategic and operational risk, compliance, cybersecurity, talent management, cost reduction and capital asset management issues. Our depth of national experience and breadth of specialized expertise provide candid and insightful perspectives. Audit committees, boards, management and internal audit functions rely on our collaborative approach for impactful solutions.
For details about how Baker Tilly can help your institution, visit bakertilly.com/higher-education
SEI’s Institutional Group is one of the first and largest global providers of OCIO services with a 25-year track record delivering custom investment solutions to help clients achieve their goals. SEI manages $91 billion in OCIO assets and has approximately 180 colleges, universities, foundations and other nonprofit clients. SEI offers flexible options for discretionary investment management. Our clients receive a unique blend of services customized to meet their goals, objectives and risk tolerances. SEI has been delivering OCIO solutions since 1992, and more than 200 of our clients have been with us for over 10 years.
The following provides tools to help you select an OCIO as well as highlights the advantages that SEI’s OCIO solutions offers institutional investors. https://seic.com/HigherEd
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 Sustaining Member corporations help maintain important AGB programs and services and support new initiatives for AGB member governing boards. These year-round memberships are designed for corporations that want to show their support in ensuring governing boards are informed, prepared, and well-equipped.
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.
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 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.
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.
EducationDynamics is the higher education leader in finding high-quality prospects, at scale, who are most likely to enroll and complete their degrees. We offer a full suite of enrollment management, marketing and inquiry generation services to help your institution tap into the post-traditional and online student market.
For the latest trends to grow your enrollments, watch our Webinar, and/or view our 2019 Report on “Online College Students: Comprehensive Data on Demands and Preferences”.
Inspired by the transformative impact of education, Ellucian develops solutions that power the essential work of colleges and universities. As the world’s leading provider of software and services designed for higher education, Ellucian works with more than 2,500 institutions in 50+ countries—enhancing operations and enriching the experience for nearly 20 million students.
Ellucian provides student information systems (SIS), finance and HR, recruiting, retention, analytics and advancement software solutions. With a full suite of cloud ready solutions, Ellucian provides institutions with the choice and flexibility in how, what and when they deploy solutions in the cloud. Ellucian also supports the higher education community with a range of professional services such as application software implementation, training, education, and management consulting.
Ellucian brings power, passion, and performance to bear for higher education, and its ability to better our world. Visit Ellucian at www.ellucian.com.
Farrell Day empowers college and university leaders to make data-informed decisions. We use a proprietary combination of data, context, and expertise to help student-serving institutions achieve their goals. We aggregate, analyze, and benchmark student record-level data from departments across campus and the larger higher education marketplace so that we can illuminate actionable insights for our clients.
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.
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.
Mason Investment Advisory Services provides investment consulting services to foundations and endowments nationwide. Mason’s institutional investment consulting service includes both discretionary Outsourced Chief Investment Officer Services (OCIO) and non-discretionary consulting. Mason provides: investment policy creation/revision, asset allocation design, investment manager searches, performance reporting, data aggregation, committee education and donor development.
With Six Red Marbles, you’ll work with a cross-disciplinary higher education team with decades of course development experience. SRM acts as an extension of your team to produce world class courses that are high quality and keep students interested in learning. SRM has built hundreds of courses and interactive media experiences with and for higher education institutions using a holistic, learner-centered approach. SRM is one of the largest providers of learning experience design, content development, educational technology, and publishing services.
How Can You Help?
To learn more about these opportunities to support AGB, please contact our resource development team by submitting the form below, or call us:
Steve Abbott, Director of Corporate Relations, (202) 776-0842
Amy Lynch, Resources Coordinator, (202) 776-0828
AGB’s “Corporate Engagement Prospectus 2019-2020” has further details on sponsorship opportunities.