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Add or remove online access
We’re committed to providing donors and organizations useful and appropriate levels of access to charitable fund information. Our online fund dashboard allows multiple parties to view fund information with consent of the donor/fund advisor. Donor/fund advisors can request the addition/removal of fund access by submitting the form below. Access authorized by this form is for read-only, informational access, and does not provide permission to change any records or request distributions from the charitable fund.