澳门六合彩开奖结果

How to Make a Grant Recommendation in our Granting Portal

Use our secure online tool to access your donor-advised fund.听听

A Guided Tour

澳门六合彩开奖结果 Granting Portal听

Use our secure online tool to access the Granting Portal and:

  • Add or manage grant recommendations听
  • View granting history and fund balance听
  • Access statements听
  • View grant letters听

础贰贵鈥檚 Grant Recommendation Verification Process includes six simple steps to support your favorite causes and charities.听听

Step 1: Submit a Grant Recommendation

The donor or their authorized individual submits an online grant recommendation through the online Granting Portal.听

Step 2: Due-Diligence

Once the grant recommendation is received, 澳门六合彩开奖结果 completes a due-diligence process, which includes qualifying the charity and validating the purpose of the grant.听

Step 3: Grant Funds are Requested

Upon completion of the due-diligence process, 澳门六合彩开奖结果 sends a letter of authorization (LOA) to transfer funds to the financial advisor鈥s designated recipient on file at 澳门六合彩开奖结果.听

Step 4: Grant Funds are Received

The Financial Advisor transfers the funds via ACH or wire to 澳门六合彩开奖结果.听

Step 5: Charities Receive the Funds

澳门六合彩开奖结果 will issue a grant letter to notify the charity that a grant has been paid to them.听听

Step 6

Organizations benefit, change occurs, lives are enriched.