Case Studies

Our case studies are a celebration of the “success stories” we’ve created with associations that sought our collaboration, guidance, and support. We’ve been privileged to work with many outstanding associations over the years; the case studies below represent a small but representative sample of the results we’ve achieved.

Background

When the University Economic Development Association (UEDA), an organization dedicated to expanding economic opportunity by leveraging research, community and campus planning, talent development, and technology commercialization, decided to consider rebranding and changing its name, it reached out to Grau & Associates to help understand UEDA’s corporate naming options, implications of a name change, and ramifications of reincorporating in a different state.

SOLUTIONS

G&A’s a-la-carte association support model made it a perfect resource for UEDA and although G&A is not a law firm and Aaron Grau is not a practicing attorney, G&A’s expertise in establishing and managing non-profit trade associations helped guide UEDA’s decision process.

G&A’s memorandum and advice clearly outlined the basic steps to changing a non-profit’s corporate name such as filing amended articles of incorporation and notifying the Internal Revenue Service.  G&A also provided reasoning (pros and cons) for decisions like whether to make comprehensive changes given UEDA’s name change and rebranding.  For example, based on G&A’s input UEDA could consider whether to remain an Oklahoma corporation, fully reincorporate in Pennsylvania, or simply become a Pennsylvania foreign corporation.

RESULTS

Grau & Associate’s advice and guidance helped UEDA fully consider all its options in the wake of a rebranding and name change and determine how it could fully capitalize on these decisions without jeopardizing its non-profit or tax-exempt status.

“Grau & Associates not only helpedestablish APPS, it has also been instrumental in growing the association.”

Greg Gbur
Association of Professional Pipeline Surveyors

“When Grau & Associates began workingwith our association its first order of business was evaluating our finances and immediately finding ways to strengthen our fiscal position.”

Steve Strnisha
Invest in the United States of America

“Grau & Associates expertly walked us(and continues to shepherd IoTEA) through (these) requirements, record keeping, and compliance. G&A is an invaluable resource.”

Greg Puschnigg
Internet of Things Energy Association

“We were so satisfied with G&A’s ability tohelp us (do so), Aaron is now a member of the LRC board! We highly recommend his services.”

Shad Henderson
Neighborhood Allies

Our Clients

Case Studies

“Grau & Associates not only helpedestablish APPS, it has also been instrumental in growing the association.”

Greg Gbur
Association of Professional Pipeline Surveyors

“When Grau & Associates began workingwith our association its first order of business was evaluating our finances and immediately finding ways to strengthen our fiscal position.”

Steve Strnisha
Invest in the United States of America

“Grau & Associates expertly walked us(and continues to shepherd IoTEA) through (these) requirements, record keeping, and compliance. G&A is an invaluable resource.”

Greg Puschnigg
Internet of Things Energy Association

“We were so satisfied with G&A’s ability tohelp us (do so), Aaron is now a member of the LRC board! We highly recommend his services.”

Shad Henderson
Neighborhood Allies

Our Process is Different

We are here for you every part of your association's journey. Learn more about our process.

Let’s Collaborate

We embrace each new opportunity to collaborate, prioritizing your association’s needs, values, aspirations, and vision. Contact us today to let us know how we can help.