GreenHill Brings Investment Performance Reporting to Jewish Donor Community Foundation of San Diego

Philanthropic foundation to improve donor insights with best-in-class reporting on account activity, fee transparency and investment performance

GAITHERSBURG, Md., September 12, 2022 /PRNewswire/ — GreenHill today announced that the Jewish Community Foundation (JCF) of San Diego has chosen its investment performance reporting services to provide enhanced transparency and insight to the foundation’s donor network. GreenHill’s offering, along with its strategic partnership with GiftingNetwork, represents a best-in-class level of transparency and reporting detail that provides JCF donors with greater visibility into account activity, fee transparency and performance measurement. investments.

JCF combines donor-driven philanthropy, investment and education for maximum community benefit. Pursuing these goals, the organization seeks to keep donors updated at all times on all details of gifts and investments. GreenHill Investment Performance Reporting will assist JCF in their mission to provide full oversight to their donors.

“Through our integration partnership with GiftingNetwork’s donor-advised fund platform, we are pleased to be able to offer the Jewish Community Foundation the world-class performance reporting tools and solutions that their donors have been waiting,” he said. Bill McFadden, President of GreenHill. “We applaud and support their mission to leverage donor-driven philanthropy, investment and education to enable individuals and organizations to effectively commit their resources for maximum community benefit.”

“Communication and clarity are important to our donors,” he said Jeremy Pearl, JD, LL.M., Executive Vice President and Chief Financial Officer. JCF Eli Landau, Director of Finance, added that “giving, gift history and investment performance are among the key details our donors look for when they log into JCF Connect. They expect transparency around administrative items like fees, especially if fees are accrued in GreenHill enables us to provide our donors with timely investment information, including performance measurement, that is directly related to their funds and cash flows.”

In September 2021, GreenHill and GiftingNetwork announced a strategic partnership to bring integrated investment performance reporting to participating nonprofits, combining GreenHill’s customized investment analysis, reporting and monitoring with GiftingNetwork’s donor advised SaaS platform to providing tracking and reporting solutions for non-profit organizations that care about it. their needs.

“GreenHill is a welcome additional value we can present to our donors and the many community partners who entrust us with their funds. JCF sees itself as a leader in the community foundation space and has earned a degree of confidence in the selection of its partners. We have a reputation in the community for being very conservative and very conscious of excellence in governance. When we put a partner label on something and choose a partner for an important need, there is a high bar and an expectation that has a gold seal of approval We are confident that GreenHill represents that high standard for the benefit of our donors and our organization,” added Pearl.

About the Jewish Community Foundation San Diego

The San Diego Jewish Community Foundation builds thriving Jewish communities and advances sustainable, just and vibrant societies in San Diego, Israel, nationally and around the globe. Founded in 1967, the Jewish Community Foundation is the oldest community foundation in the region. The Jewish Community Foundation partners with individuals and organizations and leverages philanthropic capital for positive impact. Guided by Jewish values, the Jewish Community Foundation combines donor-driven philanthropy, investment and education with reliable and personalized service, enabling individuals and organizations to effectively commit their resources for maximum community benefit. To learn more, please visit JCFSanDiego.org.

About GreenHill Investment Reporting

GreenHill began in 1991 bringing investment performance reporting to the wealth management industry. Over the past 30 years, GreenHill has used its extensive investment consulting experience to provide customized investment analysis, reporting and monitoring services designed to keep pace with the changing needs of the industry. As an independent provider, GreenHill serves a range of clients across channels – banks and independent trust companies, RIAs, not-for-profits, family offices, law firms and funds. To learn more, please visit GHill.com.

contacts

Green hill
Jack Curran
EVP, Sales
Phone: (301) 444-1908
Email: [email protected]

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SOURCE GreenHill Investment Reporting

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