Welcome to Our New Website
We've redesigned our site to make it possible to submit forms online, view on-demand educational materials, and more. Everything you're used to is still here — it may just be in a slightly different spot. (800) 488-4179.
Accessing Your Account
View Statements & Balances
To view your account statements, balances, and fund performance, use the Account Portal. This is the same system you've always used — it just has a new name on our site.
Submit Forms & Manage Your Organization
To submit investment agreements, withdrawal requests, stock gift forms, or manage your organization, use the Member Portal. This is new — you'll need to create an account if you haven't already.
I want to…
Pick a task to jump straight to it.
Where Did Everything Go?
Here's a quick guide to finding pages from our old site:
View portfolio options, performance, and ESG screens.
Learn about term loans and bridge loans for your organization.
Transfer appreciated securities to support your organization.
Mini-grants and energy grants for nonprofits and faith communities.
Downloadable guides, templates, and educational materials.
Articles, market commentary, and foundation updates.
Our team, board of directors, history, and annual reviews.
Get in touch with our team — also in the main menu.
What's new
Submit forms online
Withdrawal, deposit, and gift forms with electronic signatures and in-portal approvals.
On-demand education
Self-paced courses, modules, and downloadable resources for boards, treasurers, and donors.
Member portal
Sign in to view submissions, manage your organization, and approve member access.
Still Can't Find What You Need?
We're happy to help. Our staff is available Monday through Friday, 8am to 4pm Pacific.