Advisor Xpress

A secure site for donors and fund advisors

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.

Two Login Options:

New
Login to Advisor Xpress* and see special events or visit a discussion forum just for Boston Foundation donors. Enter your Advisor Xpress user name and password in the "Advisor Xpress users and current members" box.  Passwords are case-sensitive.

Please note: if you have been adding "0071" at the end of your user name, you no longer should add it.  The system will add it for you!

If you have trouble with the new login, use the standard login below to access Advisor Xpress.

Standard
Login to Advisor Xpress* directly

Take a Tour!

Click here to take a tour of Advisor Xpress

Advisor Xpress features include: 

Online grant suggestions

Submit an unlimited number of grant suggestions online in one session. Access a list of previously approved grants for resubmission as new grants.

Contribution history

See the gifts you have made annually and cumulatively to your fund, including the number and types of securities, etc.

Grant history

See a list of grants you have made annually and cumulatively from your fund. Sort this grants list by organization name or dollar amount.

Quarterly fund statement

Access and print your quarterly fund statement and investment performance update.

Calendar of events

Learn about upcoming Boston Foundation events and forums.

Forms

Access and print a Grant Suggestion Form and a Donor Advised Fund Succession Plan Form.

 

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 alexandra.auguste@tbf.org or call her at (617) 338-2686.

*You will be leaving the Boston Foundation's web site.