The fund portal is temporarily unavailable. We apologize for the inconvenience.

We are completing scheduled enhancements and maintenance to keep the portal running smoothly and securely.

Portal Downtime: Thursday, January 22 at noon ET through February 4. During this time, you will be unable to access the portal.

Endowment Spendable Distribution: For endowed funds, the calculation and distribution of your spendable balance will not be impacted by this downtime. As usual, spendable balances for endowed funds will be populated by late February. 

Grant/Distribution Requests: Fundholders may use the form at the bottom of this page to submit a grant/distribution request. Requests submitted using this form will be processed on February 12.

Fund Contributions: Contributions to your fund will continue to be received and deposited as normal. Contributions received during the downtime will appear in the portal after it reopens on February 4.

Contact Your Philanthropic Advisor

For immediate assistance during this time, email your advisor by clicking the button below.

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Email Your Advisor
Diana Coyle
Director of Nonprofit Services and Sustainability
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Learn more
Nora Dietz-Kilen
Senior Philanthropic Advisor
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Learn more
Julian Edwards
Philanthropic Advisor
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Robin Elmerick
Senior Director of Effective Philanthropy
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Learn more
Josie Frey
Philanthropic Advisor
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Learn more
Reiya Davis
Philanthropic Advisor
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Learn more
Ben Tebbe
Senior Philanthropic Advisor
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Learn more

Submit grant/distribution requests

Fundholders may use the below form to submit a grant/distribution request. Requests submitted using this form will be processed on February 12.

Donor Grant Form
Enter the full legal name of the organization you wish to support.
Enter the name of your donor-advised fund as it appears in our records.
3. Donor Name
3. Donor Name
First Name
Last Name
Enter the dollar amount you would like to grant to the organization listed above.
If you would like this grant to support a specific program or purpose, please describe it here. If left blank, the grant will be listed to be used at the organization’s discretion.
Please provide your phone number and/or email address in case we have trouble identifying you in our system.
Examples: a note that the grant is anonymous or in honor or memory of someone, or a specific contact person at the organization you’d like us to reference.
8. Charitable Intent Certification