In addition to processing your grant suggestions on time, we can also work with you to tailor a grant program, check into a particular nonprofit, or fill you in on charitable needs and activities in the City. Below are tools to help you manage your fund. Many answers can be found in detail in our Frequently Asked Questions section as well.
Log on to Advisor Xpress to submit a grant suggestion, check your fund balance, or find out the status of your grant suggestions.
Sign up for Advisor Xpress today:
Read instructions and download the form.
For instructions on how to transfer assets and make deposits into your fund, please contact Gay Young at (212) 686-0010 x377. You can also download instructions on donating securities here.>>
Fund Statements will be mailed to you every quarter, or you can see account information on Advisor Xpress.
"We've had a fund at The Trust for more than 25 years. It's a donor-advised fund, the kind of fund where we recommend the grants. We hear about a good program; we want to support it; we ask The Trust to fund it. Easy as pie." — Alan Patricof
Log on to Advisor Xpress
Questions? Please contact Bob Edgar at (212) 686-0010, x373 or Gay Young at x377.