Welcome to Access My Fund!

Already have an account? Log in here.

Need to create an account? Sign up here.

Our partner and sister organization, the Community Foundation for Northeast Florida hosts our Fundholder Access site. It’s available to you around the clock and is a convenient, easy way to have all your fund activity at your fingertips.

Once you create your account, you’ll be able to:

  • View your Fund Balance
  • View your Giving History
  • Make a Grant Request
  • Update your Profile

Note: Please allow 24 – 48 hours to get started as we authorize the creation of your online account. Thank you.

Don’t remember your username and/or password? Please call (912) 268-2561 for assistance.

You can also email Ellen Post directly with your distribution request or questions: .

Click Here for Forms and Additional Resources

Resources for current and potential Donor Advised Fundholders:

Donor Advised Fund Agreement (Click Here for a Fillable Form)

For those who wish to establish a fund, or wish to update the information on their existing fund, click on the new 2015 fillable form above.

Grant disbursement request forms:

Donor Advised Fund Recommendation Form - single request

Donor Advised Fund Recommendation Form - multiple requests

Guide to Using Your Donor Advised Fund - This informative booklet is intended for our donor advised fundholders and can be downloaded or requested by calling the foundation office at 912 268-2561

DAF Handbook 9.5.14

 

Donor Advised Fund Information Booklet

 

 

 

Fundholder Access - Click here to access your Donor Adivsed Fund online

Stock Gifts Instructions: (Click here to download the form)