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Colonial Consulting in the News

Michael Miller of Colonial Consulting to Speak at the Council on Foundations Powering Communities Fall Conference for Community Foundations

Colonial Consulting Managing Director to Share Strategies with Colleagues Committed to Strengthening Communities and Advancing Community Philanthropy


New York, NY, September 7, 2010 - Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director Michael Miller will be presenting on key topics at the Council on Foundations "Powering Communities" Fall Conference for Community Foundations between September 13, 2010 and September 15, 2010. .

Mr. Miller will be speaking about Investment Strategies of Top-Performing Community Foundations and will also be lecturing on Financial Administration for Community Foundations.

Investment Strategies of Top-Performing Community Foundations uses data collected from community foundation surveys over the past 15 years, combined with anonymous interviews with various community foundation leaders, to review broad performance and asset allocation strategies of community foundations and examine specific characteristics of top performers. Financial Administration for Community Foundations instructs community foundation CEOs, managers, or trustees with fiscal responsibility and is ideal for those new to finance and fiscal administration. It provides a head start in understanding the complicated aspects unique to community foundation finances.

The conference's practical, hands-on, and thought-provoking content helps attendees power communities through improvements in their business operations. Along with respecting traditions, the 2010 fall conference strongly emphasizes cutting-edge grantmaking, technology, investments, and best practices. The conference takes place in Charlotte, NC, between September 13 and 15. Information regarding the conference can be found at the conference web site.

About Colonial Consulting, LLC
Colonial Consulting is a leading investment consulting firm founded in 1980 with a focus on strong performance. With our experience, expertise, and in-depth research, we provide exceptional investment advice and full service consulting so that our clients can meet their financial objectives and long-term ability to achieve their mission. Approximately 90% of our clients鈥 assets are in endowments or foundations. As a result, our firm is structured to specifically work with the requirements and challenges of these institutions. Our efforts are focused on a number of areas and are driven by the deeply rooted philosophy that we exist to serve clients and that their success defines our own.

About the Council on Foundations
The Council on Foundations, formed in 1949, is a nonprofit membership association of grantmaking foundations and corporations. Members of the Council include approximately 2,000 independent, operating, community, public, company-sponsored foundations, and corporate giving programs in the United States and abroad. The assets of Council members total more than $307 billion. The Council鈥檚 mission is to provide the opportunity, leadership, and tools needed by philanthropic organizations to expand, enhance, and sustain their ability to advance the common good.

Please direct all press inquiries to:

Charles Georgalas
750 Third Avenue 20th Floor
New York, NY 10017

agenda-Financial-Admin-Comm-Foundations.pdf97.71 KB