Your Fund Dashboard
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.
Helping during times of great need
We are mindful of support needed in communities impacted by recent tragic events and natural disasters. We offer these resources as a starting point as you consider giving. You can make a grant through your donor-advised fund or give online to support these or any other causes close to your heart.
People affected by severe weather across the U.S. People of Ukraine Project Hope to support Turkey & Syria Red Cross Lutheran Disaster Response Lutheran World Relief
You can make a grant through your donor-advised fund or give online to support these or any other causes close to your heart.
Instructions
What's new?
Q3 market update
A meaningful way to manage a giving budget
Creatively helping others make an impact
Q3 market update
A meaningful way to manage a giving budget
Creatively helping others make an impact
- Update your fund 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.