The Jewish Community Foundation provides expert investment, management and reporting services to our fund holders. The Foundation’s volunteer Investment Committee works with our investment manager to make sure that our Donors’ funds, and the community’s funds, are invested safely. We utilize optimal investment strategies including diversified asset allocations.
SEI, the Foundation’s investment manager, is highly regarded as a leader among foundations throughout North America.
Our Investment Committee meets quarterly with SEI to ensure that funds held at the Foundation are wisely invested for optimum performance over time. SEI is a public company and has been a leader in the investment services industry for over 40 years. SEI is a leading global provider of wealth management solutions including investment services, and the company serves 8,200 clients and administers over $751 billion in assets.
Donor recommendations are distributed twice monthly. Reports are issued quarterly and a year-end statement consolidates all of your charitable giving into one simple document.