DonorFirst

A secure site for donors and fund advisors

As part of the Boston Foundation's effort to provide the best possible experience for our donors and fund advisors, we are pleased to bring you our new and improved donor portal. As of September 19th, the Boston Foundation is launching a new online donor portal to replace Advisor Xpress. We’re excited to be upgrading to DonorFirst, a new online portal that will have a fresh look and feel, and will offer a much more intuitive and user-friendly experience.

Our aim is to make it as convenient as possible for you to achieve your charitable goals.  DonorFirst provides 24/7 online access to your fund with the Boston Foundation. It enables you to securely access information any time that’s convenient for you. With a few clicks from your dashboard, you'll be able to:

  • View your fund balances;
  • Download your fund statements;
  • Make online grant recommendations from your advised funds;
  • View and support funding opportunities;
  • Monitor the market value of your fund;
  • Access your gift and grant history.

Before logging into DonorFirst for the first time, you will need to activate your account. If you are logging in for the first time and have not yet received your invitation email to activate your account, please contact us at 617-338-2213 or donorservices@tbf.org.

Once you have activated your DonorFirst account, you may log in here.

Questions? We’re here to help! Please feel free to contact donorservices@tbf.org or 617-338-2213. We look forward to helping you get set up in DonorFirst.

 

 

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