The Gift Fund keeps you up-to-date with information about your Giving Account, including investment pool performance, quarterly and annual statements, and activity confirmations.
| Manage Your Giving Account | |
|---|---|
| Investment pool reallocations |
Based on your charitable giving objectives, you advise among which investment pools your Gift Fund contribution should be allocated. You can request a reallocation of the investment pools by recommending a pool exchange up to two times per month. |
| Select delivery preferences |
The Gift Fund will send you quarterly and annual statements as well as information to confirm any activity in your Giving Account. Online, you can also view copies of the letters that accompany grants as they are made. You can sign up for electronic delivery if you would like to receive this information and more by email rather than through U.S. mail, including transaction confirmations, statements, and The Benefactor® Newsletter. |
| Update your Profile | Update your personal information as needed, including your address, phone number, email address, and electronic or U.S. mail delivery preferences. |
| Keep your Successors up to date |
Be sure to add or update successors as your legacy planning or charitable objectives change. Your Giving Account can be passed on to family members, the proceeds of your Giving Account can be used to support the charities you recommend, or you can choose a combination of both to build your charitable legacy. If you have more than $100,000 in your Giving Account at the time of your death, your family members and/or the charities you recommend can participate in the Endowed Giving Program. Learn more about giving options after your lifetime in Passing It On |
| Change your PIN | You may need to occasionally change your Personal Identification Number. Go to the Log In page and follow the links to change your PIN online If you have not yet set up a "security question," you will need to call us to help reset a blocked PIN. |
| Add or remove an Account Holder | Allow another person to be an Account Holder with access to your Giving Account to have the ability to make grant recommendations and recommend reallocation among the investment pools. Or take an Account Holder off the Giving Account. |
| Give someone else access | Let your advisor or other person transact on your behalf or view your Giving Account information. Call 800-262-6039 to find out more, or download forms to get started: |
Log In & Access
Recommend a Pool Exchange/
Reallocation
- Log in and select Pool Exchange/Reallocate from the Take an Action dropdown menu
