The December 2021 year-end, January 2022, and February 2022 statements are currently available on the portal. Going forward, fund statements will be uploaded monthly by the 25th of each month.
Account balances are updated in real-time inside the Advisor Portal. For those accounts that receive high volumes of donations each week, you will see the most recent transactions on the account's main page when you log in. Use the section labeled "Contributions" in the menu bar (just under the account name) to review all historic gifts received into the account since inception.
Donor-Advised Fund advisors will be able to review all pending and completed grants paid from the account using the "Grants" option in the menu bar. You can use "Grant Request" section to recommend a new charitable payment to an eligible recipient.
Frequently Asked Questions