2019 Statewide Conference on Philanthropy Exhibitors

WPN’s 2019 Statewide Conference on Philanthropy is the largest gathering of the philanthropic and nonprofit community in Wisconsin, attended by hundreds of Wisconsin foundation CEOs, trustees, grantmaking professionals, and nonprofit leaders.

Join us on October 30 in Madison, WI to meet and learn more about our growing list of exhibitors:


Abbey Group Ltd. was founded in 1992 with the purpose of serving non-profits. The premier fund development team with the experience and professional integrity you can trust to make a difference. We are experts in resource development, philanthropy management, board and executive development, business succession planning, and family business services. You will not find another consulting firm that will give you the elite personalized experience, knowledge, and extensive services to meet all of your organization’s needs. Whether your mission is health care, education, or social services, we can help you achieve your fundraising and development potential on behalf of your charitable vision.

Contact: Kelsey Kuske, Director, kkuske@abbeygroupltd.com, 262.308.0186


The AccuFund Endowment System was developed specifically for endowments and foundations. As a result of increased and changing demands, endowments require a system that automates processes and ensures accuracy. Built on a robust accounting platform, the AccuFund Endowment System ensures reliable data with a strong audit trail. The AccuFund Endowment System is able to handle the demands of the smallest to the largest endowments. More than just an accounting system, the AccuFund Endowment System can help staff efficiently, actively manage funds by providing tools that can help monitor deadlines, distribute reports, provide dashboards, and manage documents.  AccuFund also has a full accounting suite for Non Profit organizations as well.

Contact: Kimberly Rodriguez, Sales Manager, KimberlyR@AccuFund.com, 877.872.2228 x235


Blackbaud is the world’s leading cloud software company powering social good. We partner with organizations to provide  cloud software, services, expertise, and data intelligence designed with unmatched insight and unparalleled commitment. Blackbaud's purpose built solutions enable your foundation to maximize your impact. No other partner can connect a thriving community of funders and non profits to drive impact like Blackbaud.

Contact: Alisa Bell, Account Executive, Alisa.Bell@Blackbaud.com, 843.654.3556


Operations Support Services, offered by the Alliance, exists to increase the capacity of nonprofit organizations by providing solutions and services that strengthen and streamline business operations, enabling their staff to focus on the mission-based, programmatic work. We offer exceptional value and peace-of-mind because we are focused solely on the unique needs of nonprofits.

Contact: Katy Lederer, Sales & Marketing Executive, klederer@alliance1.org, 414-359-6530


Celebrating more than 40 years of service and innovation to grantmakers, Bromelkamp Company is changing how foundations use software with integrated online grants management solution Akoya.net, a customizable CRM system with grant/scholarship management, fundraising, fund accounting, PRI/loan servicing, and more. Optional portals for applicants, reviewers and donors enable a completely paperless office.

Contact: Maddie Hallberg, Sales and Marketing Associate, maddie@bromelkamp.com, 612.767.6701


Canvas Cloud is a business and technology consulting company that empowers organizations to better serve their customers. We help nonprofits accelerate their missions and visions through the use of process
simplification and automation utilizing CRM technology.

Contact: Daniel Dibble, President/Co-Founder, daniel.dibble@canvascloud.com, 920-460-9760


Serving the planned giving industry for 30+ years, Crescendo Interactive, Inc. is the largest provider of gift planning and blended gifts marketing solutions. Crescendo products are designed, built and supported by in-house technical, legal, design, marketing and multimedia specialists. At Crescendo, our mission is to provide comprehensive and flexible solutions to effectively market and close major and planned gifts including mobile-friendly websites, email, literature, videos, content management, web to print, donor analytics, social media, proposal software, gift agreements and more! Crescendo’s solutions have a proven track record of results to help meet your organization's goals and increase your gifts. Visit CrescendoInteractive.com for more information.

Contact: Sandra Henningsen, Assistant Vice President, Sandra@cresmail.com, 800-858-9154


Foundant Technologies provides powerful software solutions to help maximize the impact of the philanthropic community and leads the industry in customer service. As part of both the Inc. 5000 and Outside Magazine’s Best Places to Work lists, Foundant has a proven record of success with more than 1700 clients.

Contact: Aaron Spevacek, aaron.spevacek@foundant.com, 877-297-0043


The Helen Bader Institute for Nonprofit Management (HBI) at the University of Wisconsin – Milwaukee develops nonprofit leaders who change lives. Established in 2001 as the first nonprofit academic center in Wisconsin, HBI’s mission is to improve the leadership and effectiveness of nonprofit organizations through education, research and service.

Contact: Bryce Lord, Business Manager, balord@uwm.edu, 414.229.3176


Innovative NonProfit provides fundraising and phonathon software to schools and higher education institutions. Engage, our feature-rich donor management and fundraising software, has a comprehensive set of features you can access from the office or on the road. This includes donor management, gift entry, alumni engagement, volunteer coordination, event management and prospect management tools. Our Ascend phonathon software directly integrates with Engage to ensure data is always up to date. Our software and our personalized customer support are designed to help you succeed in achieving your fundraising goals.

Contact: Emma DeVos, EmmaD@innovsys.com, 605.990.7286


IFF help communities across the Midwest thrive by creating opportunities for flexible loan products, to acquire or renovate existing home office space.  We also offer loans for energy-efficient upgrades and equipment and vehicle purchases. IFF also provide fully integrated real estate services ranging from the initial project conception through the ribbon-cutting ceremony.

Contact: Darian Luckett, Director of Lending, Wisconsin & Iowa, dluckett@iff.org, 414.563.1101


The League of Women Voters of Wisconsin is a nonpartisan organization that promotes informed citizen participation in government. We are a volunteer member organization that encourages civic engagement and education. We empower voters and defend democracy.

Contact: Erin Grunze, Executive Director, egrunze@lwvwi.org, 608.256.0827


The mission of Madison Community Foundation is to enhance the common good through philanthropy.

Created in 1942 as Madison Community Trust, MCF helps people do their charitable giving their way, to causes they care about most. By starting a named endowment fund, giving to a Community Impact Fund, a fund that supports a favorite cause or nonprofit, or a variety of other funds, donors become catalysts for good today and for generations to come.

As the community’s foundation, MCF plays a vital role in local philanthropy. MCF is unique in its deep knowledge of the community and philanthropic expertise. Together with donors and the nonprofits they support, MCF strives to help the Madison area become a vibrant and generous place where all people thrive.

Contact: Darcy Kobinsky, Stewardship Director, dkobinsky@madisongives.org, 608.232.1763


Midwest Asset is an independent investment advisor helping charitable organization to achieve their investment goals. Learn more at www.quantmanagement.com.

Contact: James W. Byrd, President and Chief Investment Officer, jwb@quantmanagement.com, 608.273.2900.


National Investment Services (NIS) manages fixed income and equity strategies designed to provide consistent performance and downside protection through uncertain markets. NIS, headquartered in Milwaukee, has served this mission for almost 25 years by partnering with clients and consultants on their unique objectives using an agile investment process. We put client needs first through employee ownership and a collaborative, team-oriented culture.

Contact: Ray Caprio, Director, rcaprio@nisi.net, 312.224.3070


Riverwater Partners is an independent, fee based, employee and woman-owned registered investment advisory firm based in Milwaukee, WI serving families, foundations, non-profits and institutional investors. We are proud to be Wisconsin’s only dedicated ESG (Environmental, Social, Governance) investment advisory firm focusing on socially responsible investments. Riverwater became the first financial services company based in Wisconsin to become a Certified B Corporation in 2018.

Contact: Matt Drvaric, Partner, mdrvaric@riverwaterpartners.com, 262.993.4247


Silicon Pastures serves entrepreneurs, foundations, family offices, and high net worth individuals (HNWIs) who would like to create jobs, improve our economy, promote economic diversity, increase access to capital, put women on Boards of Directors and make money by facilitating investments in early-stage high growth companies.  Ask us about Program Related Investing and free classes for potential angel investors.

Contact: Teresa Esser, Managing Director, teresa@siliconpastures.com, 617.308.7672


Every nonprofit organization measures success differently. One thing that all nonprofits have in common is the need for adequate resources for long-term sustainability. Nonprofit organizations turn to SVA to compliment their staff and provide the specialized knowledge they need. We help solve problems, define objecticves, achieve goals, and maximize outcomes.

Contact: Kirsten Houghton, Principal-in-Charge Nonprofit Services, houghtonk@sva.com, 608.826.2046


Benefits should feel like benefits. But they really feel like a complex, ever-changing mess — until now. TASC is bringing back the real intent of benefits: to help employees improve their health, wealth and well-being for themselves and the people they care about most. Introducing TASC Universal Benefit Account™: the smart, easy and connected way to manage benefits. TASC is your true partner, helping you focus less on your benefits and more on your business. No matter how the industry changes or needs evolve, we’ll be here to listen and grow alongside you. And that’s making benefits truly feel like benefits — for everyone.

Contact: Abby Schulz, Operational Support Specialist, Abby.schulz@tasconline.com, 608.444.6096


At Ter Molen Watkins & Brandt, every consultant has senior-level development experience formed as advancement officers for an impressive array of nonprofits. Our diverse background encompass higher education, independent schools, major cultural organizations, social services, religious institutions, and health care agencies across the Midwest and the country. We are the right scale for personal service, whether you are a highly sophisticated organization or a newly developing nonprofit. We know hot to work for you: by working with you. Services include: Campaign Planning & Oversight, Advancement Reviews & Assessments, Board & Volunteer Leadership Development, Fundraising Analytics, Institutional Planning, and Executive Search.

Contact: Marc R. Barbeau, Vice President, mbarbeau@twbfundraising.com, 720.695.2814


Top Promotions is dedicated to providing blind employment opportunities through the offering of creative solutions, superior customer service and quality imprinted promotional products and branded apparel to our customers while delivering profits and responsible growth.

Contact: Lisa Sudmeier, Account Executive, lsudmeier@toppromotions.com, 608.574.6108


Wegner CPAs is about people – our clients, our employees, our community. Our professionals guide individuals, businesses and nonprofits with personal service, education, and knowledge. Guiding You. Beyond the Numbers. is the #1 reason we come to work each day. We care about doing what is right for our clients and community. We pride ourselves on the same things you do – quality, reliability, and integrity. You look to us not only for accounting and tax services, but genuine insight and fresh thinking. We focus on fostering true partnerships and applying our relationship-based approach to keep you competitive in your ever-changing marketplace.

Contact: Kate Serpe, Manager, kate.serpe@wegnercpas.com, 608.442.1982


Choosing whether to form a non-profit or for-profit venture is an essential first step for every
entrepreneur. Those without access to legal advice can make costly missteps when choosing between the two. WellFounded leverages the power of game-based learning to educate
entrepreneurs about this crucial decision. Entrepreneurs play through an engaging game, encountering learning points along the way. They uncover the short and long-term effects of this decision, and learn about types of funding sources, governance requirements, and creation of intergenerational wealth. We look forward to talking with you about this exciting way to provide legal education, and how our game can help those you invest in.

Contact: Amy Bina, Co-founder, amy@wellfoundedbusiness.com, 608.213.5567


Services focus on improving the key components of every successful organization:

  • Process and performance management
  • Human resources
  • Operations and organization structure
  • Systems and information technology
  • Marketing, sales, and customer service
  • Capital and financial strength

Contact: Kate Atkins, Consultant, katkins@wipfli.com, 608.290.2944


Wisconsin Voices unifies a dynamic network of nonprofits in Wisconsin around achieving shared goals to build a better democracy. We build our partners’ capacity, amplify their impact, nurture new leadership, promote racial equity, champion transparent policies, and foster civic engagement so that everyone has an equal voice.

Wisconsin Voices is proud to be the state convener for Wisconsin Counts - the Census 2020 outreach plan to Hard to Count communities.

Contact: Matt Dannenberg, Census Director, matt@wisconsinvoices.org, 920.285.4997


Gain business visibility by becoming an Exhibitor

Top reasons to participate as a sponsor or exhibitor:

  • Network with Wisconsin philanthropic and nonprofit leaders
  • Raise awareness of your business as a leader in advancing and promoting the future of Wisconsin
  • Build and strengthen relationships and partnerships.
  • Connect with current associates and meet new ones.
  • Engage with industry colleagues.

Exhibitor Opportunity - $550

  • 6’ x 6’ exhibit space, including: 6’ draped and skirted table with two chairs; Exhibitor access to the exhibit hall and all sessions
  • Opportunity to raise awareness of your brand and to engage with hundreds of conference attendees

Limited exhibitor space is available, call Michelle St. Clair at 262.317.6003 for an application today!