Welcome to Access My Fund!

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Need to create an account? Sign up here.

Our partner and sister organization, the Community Foundation for Northeast Florida hosts our Fundholder Access site. It’s available to you around the clock and is a convenient, easy way to have all your fund activity at your fingertips.

Once you create your account, you’ll be able to:

• View your Fund Balance
• View your Giving History
• Make a Grant Request
• Update your Profile

Note: Please allow 24 – 48 hours to get started as we authorize the creation of your online account. Thank you.

Don’t remember your username and/or password? Please call (912) 268-2561 for assistance.

You can also email Ellen Post directly with your distribution request or questions: epost@coastalgeorgiafoundation.org.

Click Here for Forms and Additional Resources

Donor Advised Fund Agreement (DAF)

To establish a fund, update, or make changes to an existing fund please complete and submit a DAF Agreement Form.

Grant Disbursement Request

The simplest way to make a request is to email the name of the nonprofit, amount and contact to: epost@coastalgeorgiafoundation.org

The GoFund portal is also available to fundholders who wish to input the requests directly.  If you have not already signed up for the portal, contact the Foundation for assistance. 

We also still have available a fillable form:  DAF Recommendation Form

Guide to Using Your Donor Advised Fund

This informative handbook is intended for our Donor Advised Fundholders.

Click the image below to access the DAF Guide Handbook:

Securities Stock Transfer Information

Charitable IRA Rollover Information