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CONF I DENT I A L │ PAGE 3
Health and Welfare Benefit Brokerage Services Proposal
The answer to the first question lies in the second. We at CBIZ have achieved something rare, if not unique, for the
industry. We strike a thoughtful balance between national consulting services and local service support. Our highly
trained service teams leverage national resources, but manage to deliver highly personal consultation,
implementation and day-to-day support.
To summarize, our focus is not only on the core needs of the Foundation, but also on making your organization more
effective and efficient while modeling best practices within the not-for-profit industry. Being among the largest
private foundations in the United States, it is evident that you are serious about quality. At CBIZ, we are serious
about quality, service, value and our clients. We have appreciated the opportunity to work together since 2010 and
look forward to continuing our partnership with your organization. We hope through this written proposal process
that you have observed our collaborative client approach and our continued commitment to a long-term and
rewarding relationship with the Foundation. We appreciate the opportunity to share our credentials and look forward
to working with you again.
Sincerely,
Greg Callahan, MBA, SPHR
Team Lead and Senior Specialist