Webinar: The POISE Portal

Join the POISE Foundation for an interactive webinar on how to easily navigate and maximize the POISE Portal. Participants will receive a step-by-step walkthrough of the platform's key features, including checking real-time fund balances, reviewing contribution histories, and accessing fund statements. The session will also demonstrate how to submit, track, and manage grant recommendations to your favorite tax-exempt organizations. Designed for both new and longtime fund advisors, this session equips you with the practical tools needed to streamline your giving and support POISE’s community-driven mission.