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Choose your giving strategy. You have access to a full range of flexible giving options to start a charitable fund.

Manage your fund

Log on to your fund dashboard and discover resources to help you manage your charitable fund.

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Fund Dashboard: Charitable fund guide

Thank you for allowing us to serve as your giving partner. You can access and update your account information at your convenience through the Fund Dashboard. Below are helpful navigation tips.

Navigation tips

1. Navigation is available through the drop down menu at the top of the page and on the menu bar to the left.
2. Quick link buttons, “Recommend a Grant” and “Add to My Fund” are prominently located.
3. Once logged in, you can always return to the main page of the Fund Dashboard by clicking on the logo at the top left.
4. A resources page provides quick access to the resources you need to help plan and manage your giving.
5. Statements are easy to find.
6. View a snapshot of your fund history right on the main page.