Fund Management
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Fund Management and Investment of Synagogue, Agency, and Organization Custodial Accounts
The Foundation’s professional staff and its centrality to the Jewish Federation insure continuous, permanent, and secure fund management and enhance donor confidence and prestige. In addition, placing endowment assets with the Jewish Foundation can serve to insulate financial management of an organization’s endowment from the vicissitudes that can occur through the organization’s own corporate governance.
Many local Jewish organizations have entrusted endowments to the Jewish Foundation for administration and management—these include:
- The Jewish Cemetery Association of Greater New Haven
- Congregation Beth Israel (Wallingford)
- Beth Israel (Orchard Street Shul) Cemetery Assocation
- Congregation Mishkan Israel
- Congregation Beth El-Keser Israel
- Temple Beth David
- Ezra Academy
- The JCC
- Jewish Family Service
- Congregation Beth Shalom Rodfe Zedek
- Congregation Or Shalom
- Congregation B’nai Jacob