Financial statements will be changing for all fund partners, except community foundations
In addition to the survey we asked you to complete in July, we’ve been monitoring log-ins and activity within our portal system. Turns out, SWIF has been spending a lot of time posting financial statements that many are not interested in.
But no harm, no foul. We’ll follow your cue and make a change!
- Affiliates / community foundation partners – just kidding! You will experience no change. Monthly financial statements will continue to be posted to our portal on the third Friday of every month (for the previous month).
- All other fund partners – monthly financial statements will be discontinued effective immediately. Instead, we will post a quarterly financial statement only. This quarterly statement will be available on the third Friday of the first month of the new quarter (for example, Quarter 2 of October through December will be available on the third Friday in January).
All fund partners will still receive an annual financial statement, based on SWIF’s fiscal year of July 1 through June 30. This statement will be available on the third Friday in July.
As always, if you need more current information about your fund than is available online, or you have questions or concerns about this change, you may contact our office at 1-800-594-9480 or send us an e-mail at [email protected].
