Search Funds

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Instructions / Definitions

  • Search any number of filters. Try using one or more filters to refine or expand your search.
  • Keyword searches all fields within a profile.  
      • Select “all words” to search for all of the words entered in the search box 
      • Select “any word” for any of the words entered in the search box 
      • Select “exact phrase” for the exact phrase entered in the search box
      • Note that a minimum of 4 characters is required for a keyword search
  • Interest Area, Sponsor Organization and Sponsor Location allow for multiple selections
      • Multiple selections within a category will search for funds that meet any of the selection criteria within that category
  • Last and First Name searches specific names of donors or advisors, when they have been confirmed.  
      • Using Keyword Search may identify additional funds where donor/advisor names have not been confirmed
      • To limit results only to those where donor/advisor has been confirmed, check Donor/Advisor Name Confirmed at the bottom of search page 
  • Gift Amount Donated limits results to funds that have made at least one distribution within the dollar amount/range specified
  • Million Dollar Fund limits results to funds where assets or distributions are at least $1 million
A Helen Brown Group Company