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Cheryl Wathen

“I appreciate the willingness to get on the phone and discuss complex situations as they are happening. In this way, we have a good product and clean audit.”

Balloons that read "14" to celebrate 14 years of being named to the Best Employers in Ohio list by Crain's Cleveland

Blue & Co., LLC Named One of the Best Employers in Ohio

CARMEL, Ind. (September 9, 2024) – Blue & Co., LLC is honored to be named one of the Best Employers in Ohio by the Best Companies Group. This designation is […]

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endowment fund

Establishing Comprehensive Endowment Policies

By Doug Hasler, CPA, Director at Blue & Co. Whether your organization is considering soliciting donor-restricted permanent endowment contributions as part of a new capital campaign or you already have […]

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Establishing Comprehensive Endowment Policies

By Doug Hasler, CPA, Director at Blue & Co. In the first part of our series on establishing comprehensive endowment policies, we covered endowment creation and investment policy considerations. If […]

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