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Use the search bar above to find information throughout our website. Or choose a topic you want to learn more about.

Manage your fund

We make it easy for you to manage your fund and give to the causes you cherish.
For quick access to your Fund Dashboard
Fund Dashboard Log In
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For Individuals

Below is helpful information to help you manage or make updates to your charitable fund.

Make Updates to Your Fund
Fund Dashboard Instructions
Charitable Trusts and Annuities Fund Dashboard Instructions
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For Organizations

Further your organizations mission by leveraging the information below to manage or make updates to your endowment fund.

Helping in 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.