Case Study: Richmond Jewish Foundation achieves streamlined fund management and stronger donor engagement with AccuFund

Developing Personal Relationships with Donors Required a Dramatic Technology Upgrade

Richmond Jewish Foundation (RJF), a trusted planned-giving and endowment organization serving Richmond and central Virginia since 1979, manages about 250 endowed funds but operated with just two full-time and one part-time staff. RJF struggled with an outdated accounting system, no constituent database, labor-intensive scholarship and donation processes, and heavy reliance on spreadsheets and paper—limiting donor service and staff time for relationship-building.

AccuFund implemented a customized Accounting Suite and integrated it with Salesforce to centralize fund accounting, automate allocations, fees and bank reconciliation, and deliver a donor-facing online portal and donation/scholarship forms. The new system provided real-time fund visibility, improved controls, eliminated manual errors, and freed staff for donor engagement — driving a 300% increase in online donations in the first year and streamlining scholarship and grant workflows.

Richmond Jewish Foundation

Robert Nomberg

President & CEO