Once added to your fund, your advisor will have access to your fund through their own secure login and credentials, so they can take actions on your behalf such as:
View your fund balance, portfolio, contributions, and donations.
Make charitable contributions on your behalf, including stock and crypto.
Request a change in your fund’s investment portfolio.
Make one-time or recurring donation recommendations.
Access a simple tax summary of your deductible contributions.
Learn more on our blog.