The Fund page will allow you to view the following:  

Fund Detail

Information such as your fund mission and acknowledgement purpose that will go on all tax receipts issued for donations to your fund.  

Fund Balance

Your current fund balance.

Quarterly Fund Statements

Under the “Files” list you can click directly on the link to view your fund statements, or you can click “Download” to save a copy of the document. Please note that the new portal will only have statements starting at the beginning of 2017. To access older fund statements, please download them from the old portal, which you will have access to through the end of 2017.  

Fund Roles

List of fund contacts and their role

Withdrawals

Lists all donations out of the fund.

Donations

Lists all donations into the fund.