Log in to access funds
You can access your clients' charitable funds online through our Fund Dashboard* to view fund balances and activity, recent fund statements, and other important documents.
The Fund Dashboard
As we work alongside you to help ensure your clients have all the tools needed to experience the joy of making a difference, we provide you and your clients with 24/7 access to their funds. Use our
*Your client has the option to restrict your access to their fund dashboard. If they choose to restrict your access, we will honor their request. If you have your own charitable fund, you will have separate login information.