As a fundholder, you have access to an online portal where you can review information about the funds you manage.

Accessing the Portal

Within the portal, you can view your fund balance, fund statements, and more. This convenient tool allows you to stay up to date with your fund’s activity from any device, anytime.

Log into the Fundholder Portal to:

• View current fund balance
• Download monthly and quarterly fund statements
• View contributions to your fund, as well as payments out of your fund
• Recommend grants, if you are a donor advised fundholder

Fundholder Portal Login

Fundholder Portal Overview

The Fundholder Portal was updated on April 1, 2025 with a new look and functionality. 

Please download the portal overview for instructions on how to use the portal and answers to frequently asked questions. 

If you ever need support with the portal, please call us at 508-755-0980 or email donorservices@greaterworcester.org.

Portal Overview (PDF)