Welcome to the Portal This content can be edited in Portal Options>Portal Content>Profile tab Through the Fund Portal, fund advisors have access to the following:• view your fund balance • make grant recommendations • set up recurring grant distributions • view your fund's contribution and granting history • make additional tax-deductible contributions • view your monthly fund statement • and much, much more! If you have any questions, please reach out to our team. We would love to assist you. |