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:                                        

Cycle 1 – 15th of each month

Cycle 2 – 30th of each month

If you need assistance with accessing the portal, please contact us at (850) 222-2899



A reporting error occurred when originally producing 9/30/2023 fund statements regarding long-term investments.  Due to an unrealized loss that was not captured in the initial reporting, the ending balance of 9/30/2023 did not agree with the beginning balance of 10/1/2023.  When this was brought to our attention, we promptly identified the reporting issue and reissued/loaded the corrected 9/30/2023 statements on the portal. We sincerely apologize for any inconvenience this may have caused and assure you that we are committed to maintaining the highest standards of financial reporting