When you access the Fund Advisor portal you will be able to view your fund balance, quarterly statements and gift and grant activity. If you are a Donor or Corporate Advised fundholder, you will also be able to make grant recommendations to nonprofit organizations you wish to support.
Grant Recommendation Request Deadlines: ***DECEMBER Grant Cycle***
Cycle 1 – 15th of each month Cycle 1 – December 10th
Cycle 2 – 30th of each month Cycle 2 – December 20th
If you need assistance with accessing the portal, please contact us at (850) 222-2899