Home: shows the fund’s Current Balance plus the Spendable Balance (the amount available to award in grants or scholarships). This area also lists all fund advisors, shows recent contributions to and recent grants made from the fund.
Choose Fund: is visible if there are other funds to select and view, including separate accounts for your Fund’s endowed and pass-through (PT) components, if applicable.
Contributions: show all contributions or donations to the fund since January 2010. By clicking on a Contributor’s name, you can bring up their history of contributions.
Grants: show the history of Grants made from the fund since January 2010.
Grant Request: allows those with Donor Advised Funds to recommend grants to qualified charitable organizations. More information about how to make a Grant Request can be found below.
Statements: will show fund statements if they are set up for the fund. Fund Advisors will be able to view newly created fund statements immediately after they are created as well as past fund statements. Statements are available annually.
Files: includes documents relevant to your fund, including the fund agreement.
Donate: allows you to make a one-time or recurring donation to your fund. Credit card processing fees will apply.
Logout: causes you to exit the Donor Portal.