The commitment of many makes our work possible
AGB is grateful for those trustees who volunteer their time, expertise, and resources to ensure higher education continues preparing students for success to the benefit of us all.
We are also grateful for those who support our efforts to guide these trustees. Together, we help them excel as the ultimate stewards of our higher education system.
Higher education achieves its greatest successes through collaboration.
Select One Of The Options Below To Show Your Support
We thank the following individuals, foundations, and corporations whose support in 2017 – 2018 has helped AGB enhance its services and programming.
Kathleen W. Andrews
Eric P. Blackhurst
The Carbonell Family Foundation
Shauna Ryder Diggs
Juliet V. Garcia
Eleanor V. Horne
Mary K. Hughes
Jeffrey L. Humber Jr.
Yvonne R. Jackson
Leo M. Lambert
Richard D. Legon
L. Thomas Melly
Angel L. & Linda K. Mendez
David W. Miles
Joyce M. Roché
Beverly J. Seay
Charles A. Shorter
William E. Trueheart
Horacio & Amy Valeiras
James R. and Linda R. Wilson Charitable Fund
AGB Institutional Strategies
A&G Realty Partners
BDO USA, LLP
Breckinridge Capital Advisors
EAB Advancement Services
Global Endowment Management
Kaufman Hall & Associates
The Learning House, Inc.
Makena Capital Management
Mercer Investment Consulting, inc.
Perella Weinberg Partners
Ruffalo Noel Levitz
Strategic Investment Group
TIFF Advisory Services, Inc.
US Trust, Bank of America Corporation
Verger Capital Management
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.
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.
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 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
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.
Do the conversations you have about “budget constraints” and “finding new sources of revenue” feel like Groundhog Day? Do all of the traditional solutions that come across your desk appear to be Faustian bargains? What if there was a way to unlock the tens of millions of dollars that are trapped in your existing assets? Without giving up control or trading the long-term value to solve more immediate problems you can harness and deploy that value to transform your campus today. At Corvias we partner with higher education institutions to help drive sustainable change for their campuses and their bottom lines. We work with our partners to move beyond conventional methods to improve campuses while enriching the lives of the campus community. In the latest AGB survey, 92% of you agreed that the current business model for higher education needs to change. Our approach can accelerate that change by looking at your existing revenue sources (e.g. housing, parking, dining, etc.) or even re-establishing some of your operating expenses as revenue sources (e.g. utility expenses) to maximize the value of those assets in a way that provides you with optimal flexibility and optionality to address your most pressing needs. Outside of higher education, the Corvias Model has been validated by some of the most complex organizations like the U.S. Department of Defense where we have transformed their military living model over the last 17 years. Regarding our municipal partnerships, the EPA has called the Corvias Model the “blueprint for counties to emulate.” Learn how you can address your most systemic challenges with an innovative approach that solves for today and catapults you into tomorrow. Please visit www.corvias.com/AGB.
Ruffalo Noel Levitz 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, Ruffalo Noel Levitz 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.
Baker Tilly is a nationally recognized accounting and advisory firm with a specialized focus on higher education and research institutions. Adept at navigating the complex cultures of universities and colleges, our clients trust our proactive and expert advice to address risk, compliance, cybersecurity, talent management, cost reduction, fraud, construction, and other strategic and operational issues. Our depth of national industry 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 strategic and timely solutions.
With nearly 3,000 professionals, Baker Tilly is one of the 15 largest accounting and advisory firms in the country. Headquartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, the world’s eighth largest network of independent accounting and advisory firms operating in 147 countries, with over 33,000 professionals. 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 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
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.
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.
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.
How Can You Help?
To learn more about how you can help AGB support the work and success of higher
education trustees, submit the form below. You can also call us:
Steve Abbott, Director of Corporate Relations, (202) 776-0842
Amy Lynch, Resources Coordinator, (202) 776-0828
AGB’s “Corporate Engagement Prospectus 2018-2019” has further details on sponsorship opportunities.