You can log in to your account through DonorWeb to view and change your current allocation settings at any time. Please note that your account uses three different allocation settings: (1) Contribution, (2) Distribution and (3) Investment. 

  1. Contribution indicates how you would like funds to be invested when they are contributed to your account. 
  2. Distribution indicates how you would like funds to be pulled from your account when grant distributions or fee payments are made. 
  3. Investment indicates a request for a one-time reallocation of the current balance in your account.

If you wish to change all three of these allocations, you must submit one recommendation for each allocation setting.