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.
As you review fund balances, please keep in mind that our portfolios are diversified by investing with private equity managers and are valued by each private equity firm on a monthly basis. When we receive these month-end fair market valuations an overall weighted investment return is calculated and promptly shared online.
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