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 also can recommend grants and add to an existing ABE Charitable Gift Account.