Current Balance reflects investment earnings through August 31, 2024.

Spendable Balance for Donor Advised, Designated and Unrestricted funds reflects the available to spend calculation through June 30, 2025.

Spendable Balance for Custodial funds reflects the available to spend calculation through September 30, 2024.

Agency Fund Statements for period ended June 30, 2024 are available in the portal. Please mail Michael Elfenbaum, Vice President, Community Engagement, or call our office @860-523-7460 for any information you may need.