Donor Advised and Agency Fund Statements for period ending March 31, 2024 are in progress. An email notification will be sent when all statements have been uploaded to the portal.
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.
