Access My Fund

If you would like to Access Your Fund Online, but do not have a username or password, please contact us at 562-435-9033.

Other Resources: (Downloadable forms can be downloaded, filled out digitally, saved, and emailed to us.  Or they can be printed, filled out by hand, and mailed to us.)

Downloadable Investment Recommendation Form

Downloadable Grant Recommendation Form

Memo of Philanthropic Intent

Leaving a Legacy through Planned Giving