澳门六合彩开奖结果

Start the Donor-Advised Fund Application Process with our Advisor Portal.

We believe that our Advisor Portal is a best-in-class donor-advised fund application system developed specifically for financial advisors.

To begin working with 澳门六合彩开奖结果, click on the link below to register with 澳门六合彩开奖结果. Once complete, you can begin a donor-advised fund application and realize the following benefits.

An Introduction

Dedicated Advisor Portal Benefits

Direct access to 澳门六合彩开奖结果鈥檚 dedicated advisor portal is one of the many benefits financial advisors experience when they partner with 澳门六合彩开奖结果 to help their clients reach their charitable giving goals and expand philanthropy.

Our Advisor Portal is designed with you in mind to streamline and improve your fund application process giving you direct oversight into your donor-advised fund. Register now to get started.

Features and benefits include:

Advisor Portal Features

Direct 24/7 Access听to:

  • The donor-advised fund application, status and notifications
  • To upload/download investment account paperwork (as applicable)
  • To a variety of educational tools and materials

Simplified, User-Friendly Interface

  • Simple tools to streamline your registration with 澳门六合彩开奖结果
  • 听Streamlined donor-advised fund application process.
  • Archived donor-advised fund applications created in the Partner Gateway for easier record keeping

Real-Time Status Updates

  • Monitor the progress of your donor-advised fund applications and set up notifications so you know when actions are required.听

New Advisor Partnership and Registration

New financial advisors will need to register through the 鈥淣ew Advisors Get Registered鈥 link below.

Visit

That link will send you to the 鈥淐reate an Account鈥 page (view video below for the steps in this process).

After you have created an account, Advisor Portal will walk you through a few steps to become a trusted partner. Once completed,测辞耻鈥檒濒 be ready to submit a donor-advised fund application.

Existing Advisor Registration

If you are an existing financial advisor who has actively managed a donor-advised fund with 澳门六合彩开奖结果 prior to June 1, 2022, you are preregistered for our Advisor Portal.

Access the Advisor Portal through a quick account activation process.

  • Reset your password
  • Confirm your information in the Partner Gateway

To get started, follow these instructions:

  1. Visit
  2. You will be forwarded to the “Forgot Your Password” page – enter your email address, click “Email My Link”: and an activation email will be sent to your inbox
  3. Click on the link in the email, create a password for your Partner Gateway account, and log in.
  4. Once you have logged in, Partner Gateway will walk you through confirming your information. Once you complete these steps, 测辞耻鈥檒濒 be ready to submit a donor-advised fund application within Partner Gateway.

Please note: registration may take up to 24 hours to finalize.)

The Signature Process