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.
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.