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FINANCIAL_SERVICESONGOING

San Marcos Community Foundation Board Meeting Agenda Feb 2025

Foundation Continues Fund Management Services

City of San MarcosJEWISH COMMUNITY FOUNDATIONFebruary 18, 2025

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The Jewish Community Foundation continues to provide fund administration, investment management, and reporting for the San Marcos Community Foundation's assets as of January 2025.

Contract Details

Vendor

JEWISH COMMUNITY FOUNDATION

Agency

City of San Marcos, CA

Contract Type

FINANCIAL_SERVICES

Document Date

February 18, 2025

Contract Term

Ongoing

Renewal Info

Arrangement is ongoing and typically renewed annually by action of the San Marcos Community Foundation Board; costs detailed as custodial, consulting, and administration fees. No explicit renewal date in this agenda.

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