Fund Advisors

 

 

We here at Jewish Community Foundation of Central PA take pride in delivering excellent customer service.

This page provides access to our portal and forms for our current fund advisers.

FUND ADVISOR LOGIN

FUND ADVISOR PORTAL OVERVIEW

FUND ADVISOR DOWNLOADABLE GUIDE

Fund advisor Portal provides the following:

 – Current Fund Balance

– Monthly and Quarterly Fund Statements for download

– List of contributions and distributions out of your fund

-Ability to request distributions from your fund

Fund Advisors can access the portal using the link above to sign-in to your account. If you have not received a username and are a documented advisor for one or more charitable funds, please email Billie Jo for assistance in getting your account set up.

 

Grants can also be submitted using an online DAF Form or by downloading and sending this DAF Form to Billie Jo.