Fund Advisor Resources
The Putnam County Community Foundation offers fund advisors a simple way to manage their investments. We care about your ability to easily access information about your funds, so you can ensure you are meeting your financial and philanthropic goals.
Online Fund Management
Fund advisors can use our online portal to access information about the funds they manage. To help advisors learn to navigate and use the portal, we have created a quick reference guide that provides a brief snapshot of its capabilities.
Access to the Fund Advisor Portal
First-time access to the Fund Advisor Portal will be sent via email by the Putnam County Community Foundation. Once a username and password are set up, fund advisors can log in. Request a login by contacting Julie Thompson, Financial Services Officer, at jthompson@pcfoundation.org.
Contact Us
Want to learn more about our fund advisor resources?
Contact Julie Thompson, Financial Services Officer, at jthompson@pcfoundation.org.