Welcome to the Fund Holder Information Page
This is your central hub for learning about and accessing the Fund Holder Portal. This page provides everything you need to get started and make the most of your portal experience.
You can begin by reviewing the Fund Holder Portal Guide by using the link below, which offers step-by-step instructions for navigating the portal and using its features. For a visual overview, watch our Video Overview below to see the portal in action and learn about its key functions and tools.
Video Overview
Fund Holder Portal Training
Access Your Fund
An email was sent to you with a personalized access link for you to access your philanthropic fund. If you did not receive that link or need assistance, please contact Sara M. Wagoner, Planned Giving & Endowment Manager, at 904-659-2806 or [email protected].
Ways to Contribute to Your Fund
Fund Contribution Options:
Cash
Stock
Public Securities
IRA Distributions
Qualified Charitable Distribution (QCD)
Other unique gifts of real estate and assets
reviewed on case by case basis
How We Invest
Your fund is professionally and prudently invested with SEI Investments Company. You can recommend an asset strategy from our selections.
Interested in exploring any of these fund options?
Get in touch!
Planned Giving & Endowment Manager
Sara M. Wagoner
904-659-2806