Managing the Account

ABE's secure online access gives you up-to-date information about all aspects of the account you create, and you'll also receive quarterly summations from ABE through the mail. Each offers:

  • A summary of the account status and the balance available for grant making.
  • A record of contributions to the account.
  • A record of grants from the account.
  • Details about investment performance.

Changing Your Options

Donors have the ability to change their advisors and their successors as often as necessary. Donors of accounts can recommend a change in investment strategies once a year.

Online Capabilities

Through the password-protected access, you will be able to view all the details of your ABE Charitable Gift Account including donation details, submit grant recommendations, review grant history, grant status, account balance(s), new giving opportunities and receive impact reports and updates directly from grant recipients.

"Philanthropy is very important to me and my family. The ABE offers a great vehicle for managing charitable giving called the Charitable Gift Fund (CGF). The CGF allows ABA Members to make a donation for which they receive an immediate tax deduction. When convenient, donors can then recommend donations to other charitable organizations of his or her choosing. ABE handles all the paperwork, so philanthropy becomes what it should be - easy!"

I. S. Leevy Johnson
ABA Member/ABE Director
ABE member since 1968