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Online Donor Fund Access

Online Donor Portal

The donor portal offers one convenient place for you to manage your fund at any time.

Once you have a fund with us, use the donor portal to:

  • Recommend grants
  • View your fund statements and giving history
  • Change your investment recommendation

How to register as a new user for the donor portal

  1. Visit
  2. Click on the “DONOR PORTAL” link in the upper right-hand side of the webpage
  3. Click on the “New User Registration” link located underneath the blue “login” button
  4. Enter the requested information and click the “submit” button. You should receive an email within a few days confirming your access

View these instructions in a PDF format with screenshots.

If you have any questions, please contact your Philanthropic Advisor, email us or call our office at 651.224.5463.



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