How to Manage Your Fund
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.
Manage your fund with Advisor Xpress
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:
- Download and complete the Registration Agreement
- Fax it to (212) 532-8528 or email it to Gay Young.
Suggest a Grant
Read instructions and download the form.
Add or Remove an Advisor
Read instructions and download the form.
Add to Your Fund
For instructions on how to transfer assets and make deposits into your fund, please contact Gay Young at (212) 686-0010 x377.
Check Your Fund Statement
Fund Statements will be mailed to you every quarter, or you can see account information on Advisor Xpress.