As a fund advisor, you have secure online access through our fund advisor portal to view your fund balance, review gifts made to your fund, recommend grants and download your quarterly statements. You and others can contribute to your fund at any time using almost any type of assets, such as cash, stocks, bonds or mutual funds. You receive an income tax deduction at the time the gift is made and each time you make additional contributions to the fund. Please email Jennifer Lilienthal or call her at (413) 229.0370 x108 with any questions.

Forms

• Cash Wiring Instructions
• Stock Transfer Instructions

Giving Resources

• Planned Giving website
  For donors and professional advisors wishing to learn more about planned giving

Guidelines & Policies

• Fundraising Guidelines
  For fund advisors, committee members, or other volunteers managing appeals, solicitations, or events
• Confidentiality Policy
• Gift Acceptance Policy