GreenHill provides expert level investment reporting for not-for-profit organizations (NFPOs) via an industry-leading investment reporting platform designed for the needs of diverse NFPOs, including educational institutions, endowments, and foundations.
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
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.
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.
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.
Leverage improved governance and guidance via our reporting and auditing functionality.
Add expertise to assist your staff, compliance, and oversight on account administration, gifting, reporting, and donor communications.
By sharing timely reporting that helps you more clearly communicate with staff, partners, and donors alike.
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 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
There is a framing problem in how many bank trust departments think about investment performance reporting. It tends to be categorized as a client service function — something that gets
ATO President Jennie Menzie and 2026 Annual Meeting Chair Bill McFadden highlight the value of education, peer exchange and industry collaboration for trust organizations As trust organizations navigate rapid advances
Most bank trust departments conduct annual investment reviews. Fewer are confident that those reviews would withstand a hard look from an examiner, or from a beneficiary’s attorney. The gap between
GreenHill enables not-for-profit organizations to add branded, professional performance sections to monthly or quarterly donor reports. Reports can be configured to show fund-level performance tied directly to individual donor cash flows, include granting and gifting history, display fee transparency, and present investment returns in a format that builds donor trust and confidence.
Yes. ReportQuest supports multi-level performance reporting, enabling foundations and community foundations to present performance data that correlates directly to each donor’s specific fund and cash flows. This granularity is especially important for organizations that manage hundreds of named funds with individual donor relationships.
Yes. ReportQuest’s variance analysis and compliance tools allow investment committees and finance directors to monitor whether the organization’s portfolio is adhering to its investment policy statement. You can set asset allocation ranges, track policy drift, and generate compliance-ready reports for board review.
GreenHill’s platform is specifically designed to surface fee transparency as a core reporting element, including bundled, unbundled, and administrative fees. This directly addresses donor expectations and the growing scrutiny around administrative costs at endowments and foundations, helping your organization demonstrate responsible stewardship.
Yes. ReportQuest generates board-ready reports that present total fund performance, asset allocation versus policy targets, segment-level returns, and since-inception results in a format designed for investment committee review. Reports can be configured to show only the data most relevant to each board meeting, reducing preparation time for finance staff.
GreenHill works with a broad range of not-for-profit organizations, including endowments, private foundations, community foundations, educational institutions, and religious organizations. The platform is flexible enough to accommodate varying reporting requirements, fund structures, and stakeholder communication needs across different types of organizations.
