You can manage your charitable fund(s) online through your Fund Dashboard. As you review your fund balance, 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.
As always, we are here to serve you. Please contact our donor services team to schedule a personal review of your giving plans or to obtain information about any of the following:
- Update your Fund Agreement with new charitable beneficiaries or advisors;
- Research charities to match your charitable giving goals and values;
- Schedule a personal visit or phone review of your charitable fund; or,
- Connect with a gift planner to make additional gifts to your fund.