In addition to processing your grant suggestions on time, we can also work with you to tailor a grant program, check into a particular nonprofit, or fill you in on charitable needs and activities on Long Island. Below are tools to help you manage your fund.
Advisor Xpress Use Advisor Xpress to submit a grant suggestion, check your fund balance, or find out the status of your grant suggestions. If you would like to set up an Advisor Xpress account, please contact David Okorn at (516) 348-0575 x226.
Suggest a Grant Download the Grant Recommendation form.
Add or Remove an Advisor Read instructions and download the form.
Add to Your Fund For instructions on how to transfer assets and make deposits into your fund, please contact David Okorn at (516) 348-0575 x226.
Check Your Fund Statement Fund Statements will be mailed to you every quarter, or you can see account information on Advisor Xpress.
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