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:

Our services include: resource development, philanthropy management, board & executive development, business succession planning, and family business services.

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

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

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

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 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.

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

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

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!