Instructions for Fund Advisors

1. Click the FundWeb log in button found on the left navigation panel.
2. Be sure to review the terms and conditions, then click on the check box for "I agree to the terms and conditions associated with the FundWeb service." You will only be allowed to access FundWeb when the box is checked.
3. Enter your Fund Number (contact Barb Lien if you have lost your fund number or password).
4. Enter your password.
5. Review a specific sub fund by scrolling through the Fund Statement window ( be sure to click the gray update button after you select a fund statement or make any other changes).
6. Component Fund information is available from July 1, 2007 to the present. The From and To dates on the Fund Statements can be changed. Click the gray "Update” button if you make a change.
7. Click on any of the blue account titles under the Revenue and Expenses categories to see the detail in the accounts.
8. Click on "Show Details” next to Net Assets to see each asset and liability account. Click on "Hide Details” to return to the previous screen.

Please keep your Fund Number and Password confidential, along with the financial information from your fund statements. Donor names and donation amounts must be used only for component fund planning and donor appreciation.