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.
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*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.