The Boston Foundation is pleased to offer you the ability to access your fund information online, whenever it’s most convenient for you. Advisor Xpress is a secure site that donors and fund advisors may access by using a personalized user ID and password.
The features include:
Online grant suggestions
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Submit an unlimited number of grant suggestions online in one session. Access a list of previously approved grants for resubmission as new grants.
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Contribution history
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See the gifts you have made annually and cumulatively to your fund, including the number and types of securities, etc.
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Grant history
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See a list of grants you have made annually and cumulatively from your fund. Sort this grants list by organization name or dollar amount.
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Quarterly fund statement
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Access and print your quarterly fund statement and investment performance update.
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Calendar of events
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Learn about upcoming Boston Foundation events and forums.
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Forms
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Access and print a Grant Suggestion Form and a Donor Advised Fund Succession Plan Form.
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All donors who provide us with their email address on the Fund Agreement are registered for immediate access to the site. If you are unsure of your user ID and password, please email fundadmin@tbf.org or call the Fund Administration office at (617) 338-2213.
*You are now leaving www.tbf.org, the Boston Foundation's web site.
*You are now leaving www.tbf.org, the Boston Foundation's web site.