Access Your Annual Statement

Your donor advised fund charitable giving statement for 2021 is now available in the Documents section of your online fund portal. If you need help navigating to the Documents tab in your online fund portal, follow the steps below.

Step 1

Select your “Profile” under the user icon in the upper right corner of your Dashboard.

Step 1

Step 2

Select the third tab labeled “Documents”.

Step 2

Step 3

Under “Personal Documents” click on the drop down arrow in the gray bar and you will find the download button for your statement (see below).

Step 3

Ready to log in and download your statement?