How to Make a Grant Recommendation in our Granting Portal
Use our secure online tool to access your donor-advised fund.听听
A Guided Tour
王中王六合彩资料 Granting Portal听
Use our secure online tool to access the Granting Portal and:
- Add or manage grant recommendations听
- View granting history and fund balance听
- Access statements听
- View grant letters听
Trouble Logging In?
Need More Help?听听
Your satisfaction is important to us. If you need assistance or have questions, please contact our Client Experience Team members Monday through Friday between 9 a.m. and 5 p.m. EST at鈥888-440-4233.听
础贰贵鈥檚 Grant Recommendation Verification Process includes six simple steps to support your favorite causes and charities.听听
Step 1: Submit a Grant Recommendation
The donor or their authorized individual submits an online grant recommendation through the online Granting Portal.听
Step 2: Due-Diligence
Once the grant recommendation is received, 王中王六合彩资料 completes a due-diligence process, which includes qualifying the charity and validating the purpose of the grant.听
Step 3: Grant Funds are Requested
Upon completion of the due-diligence process, 王中王六合彩资料 sends a letter of authorization (LOA) to transfer funds to the financial advisor鈥s designated recipient on file at 王中王六合彩资料.听
Step 4: Grant Funds are Received
The Financial Advisor transfers the funds via ACH or wire to 王中王六合彩资料.听
Step 5: Charities Receive the Funds
王中王六合彩资料 will issue a grant letter to notify the charity that a grant has been paid to them.听听
Step 6
Organizations benefit, change occurs, lives are enriched.