Online Management Guide
All PAA Foundation donor advised fund holders have access to account management tools through the PAAF website. Click here to login.
Every donor receives a username, password and PIN when an account is established. The site provides account information including the fund balance, which is updated daily to reflect any activity. You can print quarterly statements and track the grants you award to various charitable organizations. You will also have the ability to request grants and make donations online through the “Donate Now” application.
PAAF staff will contact you soon after opening an account to explain the features of the system and help you become comfortable with it.
Frequently asked questions
I would like a statement of my account that covers everything I’ve ever done. How do I get that?
Click on Statements. In the “Generate Statement” area, enter a Start Date that is on or before your first gift to PAAF. Enter the current date as the End Date, and click on Generate Statement
I’ve misplaced my User Name, Password or Pin. How do I sign on?
You need all three of those items to access the system. Please contact Bill Hicks (email@example.com; 717-255-8311 x 3302; 717-773-5616) and ask for your account to be reset. You won’t lose any data by doing this but you won’t be able to access the system until this process is complete.
I want to request a grant to a new organization but I don’t have all the information to complete all the blocks on the Grant Request Form. What can I do?
Your first step should be to click on Grants and then Charitable Organizations on the Fund Summary screen. If you then type in some portion of the organization’s name and click on Search, the system will give you a list of all saved organizations that match. Remember that there may be more than one page. The system has been loaded with a large collection of public charities and you may find the one you’re looking for there. If not, as long as you can provide the organization’s name and city, PAAF will try to track them down and find out the rest. Any additional information you can provide would be helpful, especially a website. If you have any other information that you think might help, enter it in the Additional Notes area.
I would like to request a grant to an organization that I’ve given to before. I know there’s a shortcut way to do that but I can’t remember how.
On the Grant history screen, find the grantee to which you would like to make a new grant. On the far right side, click the box and then click Quick Grant. On the next screen, you can change the amount and give us any special instructions you might have for handling this grant.
I would like to add to my donor-advised account but don’t want to send you a check. Is there an alternate way to add money to my account?
Click on Donate Now. On the next screen, click on the button at the top that is marked “ACH”. This is the way you can set up an automated one-time transfer from your bank account to PAAF. Fill in the Amount and the Bank Information. Your bank’s routing number and your account number can be found at the bottom of your check. Click Submit and the money will be moved from your account, typically on the next business day.
I know that I’ve made several grants to the same organization but it’s difficult to see them all in the listing of Grants. Is there a way to focus on an individual grantee?
There are actually two ways to manage your Grant history. The easiest way, if you’re focused on one grantee, is to use the Additional Options section of the Grants screen. Click on the drop down menu.
I’m not currently receiving my statements electronically and would like to switch to electronic delivery. Is there a way to do that without calling you?
Click on Account Maintenance near the top of the screen and then click on Account Information. The next screen will allow you to change most of the personal information we have recorded about your account, including phone numbers and addresses. At the bottom of this screen is a box labeled “Basic Info Changes”. At the bottom of this box, there’s a drop-down box next to an item that says “Receive E-Statements”. If you select Yes, and then click on Save, your preference will be updated. That means that, at the point in time that we stop sending paper statements to everyone on a quarterly basis, you will no longer receive a paper statement. Instead, you will begin receiving an e-mail notifying you when an on-line statement is available each month.