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, if you have a trust or charitable gift annuity, you can click here to view your balance, statements, contributions and distributions (history and upcoming).
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.