Investment Reporting for
Not-for-Profit Organizations

PROVIDE DONORS WITH ENHANCED INSIGHT TO AREAS LIKE GRANTING, GIFTING HISTORY, FEES, AND INVESTMENT PERFORMANCE

Tell the story your way with our fully-customizable reporting suite

Leverage professional, sophisticated reports

Keep donors up-to-date with detailed reporting and analysis

Provide transparency to all activities, fees, & investment performance

GreenHill provides expert level investment reporting services and an industry-leading investment reporting platform to diverse nonprofit organizations, including educational institutions, endowments, and foundations.

 

As a director working with a foundation or endowment, you need an accurate, complete, and up-to-date view of all activity so you can make informed decisions. However, creating and maintaining this view can be quite a challenge, especially when working with inadequate tools and limited staff. We remove that challenge by working closely with directors to take over the heavy lifting of data management, consolidation, reporting, and analysis. This lets you focus on your primary function of performing fiduciary duties and conveying performance to your donors.

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GreenHill Empowers You

TELL THE STORY YOUR WAY

We specialize in helping nonprofits proactively monitor their philanthropic activity and keep donors apprised of all activities, administration, and investment performance details. We are known for our personalized approach, attention to detail, deep industry experience, and flexibility to customize reporting and analysis to each of our clients’ specific needs. Each of our clients gets their own, dedicated Customer Service Team Member who will audit and process data, answer your questions, monitor, and identify pending risks or opportunities, and take action when necessary to address any issues that might arise.

MANAGE DECISIONS NOT DATA

Stop spending time manually maintaining endless spreadsheets and instead leverage real-time, customizable reports that instantly present fund performance the way you need to see it. Quickly explore timely investment information including performance measurement, that correlates directly to donor funds and cash flows.

MAINTAIN COMPLIANCE

Leverage improved governance and guidance via our reporting and auditing functionality.

ENHANCE YOUR SERVICE

Add expertise to assist your staff, compliance, and oversight on account administration, gifting, reporting, and donor communications.

CAPITALIZE ON OPPORTUNITY

By continually auditing and processing your data, our dedicated Customer Service Team member will have visibility and insight to take action to avoid risk, seize opportunity, and keep you aligned toward achieving your fiduciary goals.

STRENGTHEN COMMUNICATION

By sharing timely reporting that helps you more clearly communicate with staff, partners, and donors alike.

PRESS RELEASE

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

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

“Granting, gifting history, and investment performance are among the top details our donors seek when they access JCF Connect. They expect transparency to administrative items like fees, especially if fees have been bundled in the past. GreenHill enables us to deliver our donors timely investment information, including performance measurement, that correlates directly to their fund and cash flows.”
Eli Landau, Director of Finance, JCF

“Our mission for endowments and not-for-profit organizations (NFPO) is to enable them to easily access a professional, insightful snapshot of their investment activity, supporting both the high-level analysis and drill-down exploration of financial data that provides answers and insight where needed.”
Harry Cubit, EVP Client Experience, GreenHill

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GreenHill Makes Performance Personal

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We’ll become a trusted member of your team, working side-by-side with you to address your priorities, alleviate your workload, and provide the customized, in-depth reporting to keep you team and your donors up-to-date on philanthropic activity at all times.