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.)

• Investment Recommendation Form (downloadable)
• Grant Suggestion Form (downloadable)
• Update Donor Advised Fund Form
• Memo of Philanthropic Intent Cover Letter and Form
• Leaving a Legacy through Planned Giving
• Suggested Language for Legacy Plans