FAQ
Where can my client view the donor-advised fund investment account?
We encourage you to provide your clients with view-only access to their donor-advised fund custodial account, so they can see investment activity alongside their personal portfolio of assets you manage for them. The Community Foundation will be listed as the owner of the custodial account.
Your clients will have access to the Community Foundation’s giving portal to view the full fund activity. The investment account balance is updated monthly and does not include investment activity.