All Collections
Fund Features
Learn all the features and tips for managing a fund, such as investing, fund information, and more.
7 articles
Add a Fund Mission StatementAdd your personal fund mission statement to your fund records.
General Fund Introduction and OverviewUse this tutorial to learn the basic interface and navigation of your fund platform from this video overview and introduction.
Understanding Fund BalanceWhat does my available and current balance mean, and what is pending activity on my balance?
How to Request a TransferHow do I transfer balance from one fund to another within The Signatry online platform?
Fund Statement OverviewA walk through our quarterly fund statements, with descriptions of each section of the statement
Accessing a Fund StatementHow do I find the documents and statements for my fund? Where are my statements?
Understanding Associated FeesWhat fees come with using a donor advised fund at The Signatry? Why are there fees for using a fund?