Current Balance reflects investment earnings through March 31, 2024.
Spendable Balance reflects the available to spend calculation through June 30, 2024 for all Donor Advised, Designated and Unrestricted funds; and through June 30, 2024 for all Custodial Funds.
Please call us at 860-523-7460 or email Michael Elfenbaum for any information you may need.

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