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
Make Updates to Your Fund
Fund Dashboard Instructions
Fund Dashboard Instructional Videos Fund Dashboard Full Reference Guide (PDF) Fund Dashboard Login Instructions (PDF) Recommend a Grant Instructions (PDF) Recommend a New Grantee Instructions (PDF)

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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.