Donor Portal

Highlighted Features

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. 

Access Portal

Frequently Asked Questions

I haven't receive the auto-generated email yet. What should I do?

It could take an entire day for the system to fully process each custom URL and send the auto-generated email.  Check your Spam or Junk folder for an email from  If it hasn’t arrived by 10 am Wednesday morning (April 13), please email so that a member of our team can manually re-send the information you will need to get up-and-going.

I don’t understand how to navigate the portal. Where can I get help?

Should you still have questions, reach out to our friendly donor services team by calling 508.755.0980 or emailing

The URL only worked the first time. How do I return to the portal?

The custom URL inside the auto-generated email should only be used to establish your password.  Take note of your username and the password you select and then visit access the system at any time.

I’ve lost my password. What should I do?


Fund Advisors can reset their password on their own by clicking "forgot password" on the login page (which will automatically resend that login email) or contact staff for additional assistance.

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