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.
- Contribution indicates how you would like funds to be invested when they are contributed to your account.
- Distribution indicates how you would like funds to be pulled from your account when grant distributions or fee payments are made.
- 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.