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Choose your giving strategy. You have access to a full range of flexible giving options to start a charitable fund.

Manage your fund

Log on to your fund dashboard and discover resources to help you manage your charitable fund.


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Log in to access funds

You can access your clients' charitable funds online through our Fund Dashboard* to view fund balances and activity, recent fund statements, and other important documents.

Log in

The Fund Dashboard

As we work alongside you to help ensure your clients have all the tools needed to experience the joy of making a difference, we provide you and your clients with 24/7 access to their funds. Use our Fund Dashboard resource to see access and navigation tips.

Fund Dashboard resource

*Your client has the option to restrict your access to their fund dashboard. If they choose to restrict your access, we will honor their request. If you have your own charitable fund, you will have separate login information.