For Donors.
GRANT RECOMMENDATIONS
from Fund Advisers
When you wish to make a grant to an eligible nonprofit organization from your established fund, please use the GRANTS tab from your Donor Advisor Portal.
Did You Know...?
-- We've established an online Donor Advisor Portal for your convenience.
-- If you haven't signed into the Donor Advisor Portal, Sally can help.
-- It's easy! It's convenient!
--
Not a Portal Person? No worries!
-- We'll always keep a .PDF Grant Recommendation Form available for those who prefer to download, print and mail/email.
QUARTERLY FUND STATEMENTS
Quarterly statements provide fund balances for the funds you advise. Fund statements indicate the portion of funds available to distribute or grant to a nonprofit organization, and any grant-ready funds that have rolled back into your fund (grant-ready funds not previously distributed). Fund statements are available to view via the Donor Advisor Portal. If you have any question about your fund statement, please contact Sally Hermann.
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Change is a part of life. If you'd like to consider other ways to contribute to the quality of life in the St. Croix Valley, feel free to give us a call. There are many philanthropic pathways that could meet your needs today or in the future.
Heather Logelin would be happy to talk with you about options.
Thank You.