Manage your Fund

Fund statements are posted to the portal each quarter, and you will receive an email when yours is ready. You can view, print, or download current and past statements at any time.

Generally, grant recommendations are processed within 5 business days. You can follow each grant's status in the Grant Summary and Grant History sections of the portal's Grants tab.

Grant recommendations can be made to any 501(c)(3) public charity, including schools, churches and government entities.

A $100 minimum is required for each grant recommendation.

Recurring grants repeat automatically; a multi-year grant is one commitment paid in installments.

Recurring grants send the same amount to one organization on a schedule you choose, much like an automatic bill payment. Each payment leaves your balance only when it is paid, and the nonprofit is notified with each payment. To change one, open Recurring Grants on the portal's Grants page.

Multi-year grants are a single commitment paid in installments. The full amount leaves your balance when the grant is approved, and the nonprofit learns of the full commitment with the first payment. To set one up, describe the schedule in the Grant Notes field.

Use "Forgot your password" on the portal login page.

Select Access My Fund at the top of any page on this website and you will be taken to the login page of the portal. Then choose "Forgot your password" below the Login box and follow instructions.

Our staff cannot see your password, but we are happy to reset it for you if you need help.

The Fund Portal is the fastest way to have a grant processed; however, if you wish to submit your grants through a different method, please call or email your Philanthropic Advisor, or contact our office, and we will take care of it for you.