Understanding your Giving Fund

Your Giving Fund is your charitable giving account designed to invest, grow, and give assets to charities. You can view the balance of you Giving Wallet (liquid cash) and Investment Account.

My Giving Fund

To view your Giving Fund, click on "My Giving Fund" in the top menu.

Your Giving Fund Balance

Your Giving Fund balance represents the total value of:

• Giving Wallet: Funds that are available to give right now.

• Investment Account: Funds that are 'locked' because they are currently invested.

View Your Giving History

Scroll down on the My Giving Fund page to view your giving history, which includes:

• Total Contributions: The total amount you have added to your fund over your lifetime and year-to-date.

• Total Gifts: The total value of gifts granted to charities. The key difference between Total Contributions and Total Gifts is that Total Gifts also include any funds that others shared with you through our ShareFunds feature.

You will see this information in your Giving Fund on the right hand side when you scroll down the page.

Viewing Detailed Giving Activity

• To view detailed information about your giving activity:

  • Go to the "Activity" tab in the top menu.

  • Here, you can view the activity for:

    • Giving Wallet: Tracks funds coming in and out of the wallet and their status.

    • Investment Account: Shows details of funds invested.

    • Recurring Grants: Displays any recurring gifts that occurred.

• To export your activity:

  • Click the "Export" button located at the top-right corner.

  • Your activity will be downloaded as a CSV file.

Here are then items and activities you can view within the "Activity" Tab

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