Online Access makes it easy for you to manage your charitable fund anytime, from anywhere. Get your statements, check your balance, direct gifts to your favorite nonprofits and more!
Impact Our Community and Get Started Today
- Log in to your fund and enter your user name and temporary password then follow the prompts to establish your new, personalized password.
- Once you’re signed in, you’ll see your Account Summary, featuring easy access to your fund balance, your latest statement and your most recent charitable activity.
The main navigation features four convenient menu options:
- Account Information: Quick access to your statements and fund activity.
- Give From My Fund: The hub for managing your charitable fund, where you can:
- Recommend a Grant: Here’s where you can direct grants/donations from your fund to nonprofits and causes.
- Give to a Fund at the Foundation: From community enhancement projects to efforts designed to open doors, break barriers and drive positive change, the Foundation serves as the fiscal sponsor for various initiatives intended to create a brighter tomorrow where everyone can thrive. Here's where you can support this good work by making a tax-deductible credit card donation or by transferring a gift from your fund.
- See Community Insights: Find insights and knowledge from our Community Investment team on critical needs and areas of opportunity throughout our community.
- Make a Memorial Gift: Honor the life of someone special with a meaningful memorial gift.
- Add to My Fund: Add to your charitable fund anytime, from anywhere.
- History: Convenient access to your fund’s contribution/deposit history, past grant recommendations and your scheduled, recurring grants (if any).
Want to enroll in Online Access? We can help! Email us at email@example.com or call 605.336.7055.