Institutions We Serve

Our investors and their missions.

Diverse in mission, our client investors include national and international charitable foundations, respected universities and secondary schools, renowned research institutions and nonpartisan policy organizations. We are honored to serve each of them.

Education

Colleges & Universities

Doane University
Doane is a nationally-recognized, private university in Nebraska offering undergraduate and graduate programs. Known for its leadership in higher education, Doane is committed to academic excellence, innovation, and offers each person in its community a unique sense of belonging.
Elon
Elon University has built a national reputation as the premier environment for engaged, experiential learning, with an emphasis on strong personal relationships between students and their mentors. Elon students are ambitious, creative problem-solvers who are passionate about making the world better.
Johnson C. Smith University
A private liberal arts university with proud historical black college traditions and a future aimed at diversity, Johnson C. Smith University enrolls highly talented and motivated students from various backgrounds, with a faculty and staff that are equally as unique, coming from all over the world.
Lake Forest College
Located 30 miles north of Chicago, Lake Forest College offers students a world-class education and the skills they need for success after college, with well above 90 percent of graduates being employed, in graduate school or pursuing other chosen opportunities within six months of graduation.
RISD
Rhode Island School of Design is a private, nonprofit college founded in Providence, RI in 1877—making it one of the first art and design schools in the US. Approximately 2,480 students from around the world are engaged in liberal arts studies and rigorous, studio-based learning at RISD.
Sigma Phi Epsilon
Sigma Phi Epsilon seeks to complement a man’s education at one of the most formative times of his life by strengthening character, building leadership and interpersonal skills, and developing healthy, lifelong relationships.
Willamette University
Willamette is a nationally renowned private liberal arts university in Salem, Oregon. Founded in 1842, Willamette is the first university established in the western U.S. and has become a national leader in sustainability and civic engagement.

Secondary Schools

Choate Rosemary Hall
Founded in 1890, Choate Rosemary Hall is a co-educational boarding and day school for students grades 9-PG located in Wallingford, Connecticut. A rigorous academic curriculum with an emphasis on character formation is at the core of the School's mission.
Germantown Friends School
Germantown Friends School is a Quaker, co-ed, independent day school in Philadelphia, PA. Its mission is to seek truth, challenge the intellect, honor differences, embrace the city, and nurture each student’s mind, body and spirit.
Park School
The Park School is a private coeducational day school that fosters a nurturing environment in which children develop curiosity, express creativity, appreciate the value of hard work and discipline, and experience the joy of learning.
Seven Hills School
The Seven Hills School is a private academy in Cincinnati that celebrates the unique talents of students, pre-K through 12th grade. Seven Hills engages its students’ hearts and minds, challenging them to develop their unique abilities and preparing each for a meaningful role in a changing world.
St. Mark's
St. Mark’s School is a coeducational, Episcopal, preparatory school in Southborough, Massachusetts that educates young people for lives of leadership and service.
The Thacher School
The Thacher School is a private coeducational college preparatory boarding high school (grades 9-12) located 85 miles northwest of Los Angeles, California.
Equity, Access, & Social Advancement
Christy-Houston Foundation
The Christy-Houston Foundation, Inc. is a private, health-legacy Foundation located in Murfreesboro, Tennessee. Its mission is to enhance the quality of life in Rutherford County, Tennessee, with special emphasis on health care for the residents of Rutherford County.
Claneil Foundation
Founded in 1968, the Claneil Foundation is a private foundation located in the Philadelphia region that seeks to improve the health of families and communities through advancements in health and human services, a sustainable food system, education and the protection of the environment.
College Futures Foundation
College Futures Foundation believes improving college achievement is central to California’s future, and that college success should be an option for every student.
TheFresh Air Fund
Since 1877, The Fresh Air Fund has unlocked the limitless potential of more than 1.8 million New York City children from low-income communities.
Special Olympics
Special Olympics is the world's largest sports organization for people with intellectual disabilities.
TheWinston-Salem Foundation
Since 1919, The Winston-Salem Foundation inspires giving and links resources to action, with the goal of strengthening Forsyth County, NC - now and forever.
Healthcare Services  & Solutions
New York Blood Center
New York Blood Center (NYBC) is one of the largest independent, community-based, nonprofit blood centers in the United States. NYBC supplies blood to approximately 200 hospitals in the Northeast United States.
TheRetirement Research Foundation
The Retirement Research Foundation is dedicated to improving the quality of life for older people in America.
TheSheltering Arms Foundation
Sheltering Arms is devoted to staying abreast of emerging technology and employing a team of experts who are researching and developing breakthrough methods for helping people find the power to overcome challenges.
Policy & Civic  Leadership
TheAspen Institute
The Aspen Institute is an educational and policy studies organization based in Washington, D.C. Its mission is to foster leadership based on enduring values and to provide a nonpartisan venue for dealing with critical issues.
Preservation and Biological & Cultural Diversity
TheChristensen Fund
The Christensen Fund's mission is to buttress the efforts of people and institutions who believe in a biodiverse world infused with artistic expression and work to secure ways of life and landscapes that are beautiful, bountiful and resilient.
TheGateway Arch Park Foundation
The Gateway Arch Park Foundation was founded in 2009 with the mission to ensure that the Gateway Arch, its grounds, neighboring public space, and attractions will be a vital, welcoming, and well-supported resource for the community and nation for generations to come.
Hudson River Foundation
The Hudson River Foundation (HRF) seeks to make science integral to decision-making with regard to the Hudson River and its watershed and to support competent stewardship of this extraordinary resource.
Planting Fields Foundation
Planting Fields Foundation preserves and interprets Planting Fields Arboretum State Historic Park as the premier public garden and Gold Coast estate for today and tomorrow by educating, enriching, and entertaining the visiting public.
Stratford Hall
Stratford Hall is a historic house museum in Westmoreland Country, Virginia, that preserves the legacy of the Lee family and others who called this place home.
Scientific & Medical  Research
Donald Danforth Plant Science Center
Donald Danforth Plant Science Center is a not-for-profit scientific facility located in Creve Coeur, Missouri. The Center's mission is to improve the human condition through plant science.
Edward P. Evans Foundation
In addition to their support of transformational and collaborative medical research in the areas of Myelodysplastic Syndromes and Acute Myeloid Leukemia, the Edward P. Evans Foundation supports a variety of causes and makes transformational gifts to institutions.
Patrick J. McGovern Foundation
The Patrick J. McGovern Foundation supports pioneering neuroscience research and explores the ways in which advances in information and technology can improve the quality of life on Earth.
RTI International
RTI International is an independent, nonprofit research institute dedicated to improving the human condition, with an objective and multidisciplinary approach—one that integrates expertise across the social and laboratory sciences, engineering, and international development.
Woods Hole Oceanographic Institution
Woods Hole Oceanographic Institution is dedicated to research and education to advance understanding of the ocean and its interaction with the Earth system, and to communicating this understanding for the benefit of society.

Colleges & Universities