Account balances are updated in real-time inside the Fund Holder Portal. For those accounts that receive high volumes of donations each week, you will see the most recent transactions on the account's main page when you log in. Use the section labeled "Contributions" in the menu bar (just under the account name) to review all historic gifts received into the account since inception. Fund statements will be uploaded monthly by the 28th of each month. Donor-Advised Fund advisors will be able to review all pending and completed grants paid from the account using the "Grants" option in the menu bar. You can use "Grant Request" section to recommend a new charitable payment to an eligible recipient.

Check your Spam or Junk folder for an email from Please email so that a member of our team can manually re-send the information you will need to get up-and-going.

Should you still have questions, reach out to our friendly donor services team by calling 508.755.0980 or emailing

The custom URL inside the auto-generated email should only be used to establish your password. Take note of your username and the password you select and then visit access the system at any time.

Fund Advisors can reset their password on their own by clicking "forgot password" on the login page (which will automatically resend that login email) or contact staff for additional assistance.

Sarah B. Lange Fund for Social Change

With her new donor advised fund, Sarah B. Lange is creating a legacy to benefit her community in perpetuity.

“Worcester has been my home for three decades,” says Sarah, a fundraiser for nonprofits. “I’ve been fortunate here. I’ve run my own company, sent my kid to college, and, as a single mom, put parenting first.”

Now, Sarah looks forward to making grants that better the lives of others.

“I’ll hand-pick nonprofits that advance people left behind because of such factors as race, educational gaps, country of origin, or gender." - Sarah B. Lange

“I’ve known the Foundation for years, and I like its mission and people. I trust the Foundation, as steward of my fund, to do the right thing with my money, and to carry out my desires now and long after I’m gone.

“The Foundation makes it easy for people of ordinary means like me to create a lasting legacy.”