Foundation Continues Fund Management Services
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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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