Membership Benefits
ClearView Membership connects a community of organizations that face similar challenges in overseeing their investments. These include objectively benchmarking performance and fees, assessing investment adviser performance, and keeping up with rapid changes in the industry.
Quarterly Investment Peer Analysis
- Peer Data from approximately 1000 Institutions in the US
- Peer Analysis Based on Size, Type, Asset Allocation, Organization Structure
- Web-Based, Password Protected Portal
- Confidential Analysis
Board and Staff Education
- Quarterly Member Conference Calls
- Best Practices Educational Sessions
- Annual Member Meetings
- ClearView “Insights” Publications
Special Projects and Research
- Member IPS Reviews
- Study of IPS Best Practices
- Investment Fee Studies
- Member Specific Projects
What Our Members Say…
I serve on two foundation investment committees and we have utilized the services of ClearView on both foundations. The data and services provided by ClearView have been invaluable.
As a new CEO, I have had the opportunity to support our trustees as they take the Foundation into the future. We have an ambitious vision for our future in this community and need to be sure our investments match our potential to help all who live, work, play here. Finding the ClearView Fiduciary Alliance was a blessing.
Being a member of the Clearview community has been a tremendous benefit for our new Foundation.
As school administrators and financial managers of Ravenscroft's endowment we constantly seek meaningful, realistic benchmarks and metrics to evaluate the performance of the funds that have been entrusted to us by our donors.
Not only are the quarterly reports informative as we assess our investment portfolio’s performance, but also, Larry and the ClearView team provide highly professional service and advice as varied investment matters present themselves.
ClearView Members
ClearView’s Membership has expanded in just a few years from a dozen organizations in central North Carolina to now include a broad cross-section of the nonprofit universe in six states, plus Washington DC. Our rapid and ongoing growth reflects the broad need for ClearView’s unique services and the benefits that our members enjoy.

Alamance Community College Foundation
American Schools of Oriental Research (ASOR)
Anderson University
Cleveland Community College Foundation
Coastal Educational Foundation
DeSales University
Harpeth Hall School
John Jay College Foundation
Johnston Community College Foundation
Mary Baldwin University
Mount Saint Mary College
Northwestern State University Foundation
Penland School of Crafts
Ravenscroft School
Saint Mary’s School
University of Montevallo Foundation
Wake Tech Community Foundation
Webb School of Knoxville
West Chester University Foundation
Wilbraham & Monson Academy
William Peace University
Alamance Community College Foundation
Children’s Home Society Foundation
Cleveland Community College Foundation
Coastal Educational Foundation
Heywood Healthcare
Hospice of Wake County Foundation
John Jay College Foundation
Johnston Community College Foundation
Kiwanis Foundation of Washington DC
Museum of the American Revolution
National Restaurant Association
North Carolina Bankers Association Foundation
North Carolina Bar Foundation
North Carolina Chamber Foundation
North Carolina Healthcare Foundation
North Carolina Museum of Art Foundation
North Carolina Symphony Foundation
Northwestern State University Foundation
PBS39 Foundation
Richmond Symphony Foundation
The Society of the Cincinnati (Va.)
University of Montevallo Foundation
Vidant Health Foundation
WakeMed Foundation
Wake Tech Community Foundation
West Chester University Foundation
YMCA Greenville SC Foundation
A.E. Finley Foundation
Cannon Foundation (The)
Cemala Foundation (The)
Champion McDowell Davis Foundation
Dan Cameron Family Foundation
Fenwick Foundation
Fox Family Foundation
Maddox Fund
Smith Family Foundation
Winston Family Foundation (The)
Arras Foundation
Cape Fear Memorial Foundation
Foundation for a Healthy High Point
HealthCare Foundation of Cleveland County
Reidsville Area Foundation
Space Coast Health Foundation
The Greater Clark Foundation
Business Executives for National Security
Catapult (formerly CAI)
Kentucky Chamber of Commerce
National Restaurant Association
North Carolina Bankers Association
North Carolina Chamber
North Carolina Healthcare Association
Ohio Chamber of Commerce
Raleigh Cemetery Association
The Society of the Cincinnati (Va.)
Children’s Home Society Foundation
Girl Scouts North Carolina Coastal Pines
Hospice of Wake County Foundation
Kiwanis Foundation of Washington DC
Museum of the American Revolution
North Carolina Museum of Art Foundation
North Carolina Symphony
North Carolina Symphony Foundation
PBS39 Foundation
Richmond Symphony Foundation
Tammy Lynn Endowment
YMCA Greenville SC Foundation
YMCA of the Triangle
Episcopal Diocese of NC
United Methodist Foundation
Coastal Community Foundation
Community Foundation of the Central Blue Ridge
High Point Community Foundation
Rocky Mount Community Foundation
Triangle Community Foundation
Heywood Healthcare
North Carolina Railroad Corporation