Your dashboard provides a comprehensive view of your charitable investments and giving opportunities, organized into several key sections:
Total Account Balance
Located prominently at the top of your dashboard, this section shows:
- Your current total balance in USD
- Amount available for charitable donations
- Performance indicators (e.g., "Up 2% This Year!")
- A "View All Account Balances" button for detailed breakdowns
Investment Balances
Track your investments across three strategic funds:
- Conservative (JMSCX)
- Moderate (JNSMX)
- Growth (JNSGX)
Each fund displays its current balance and performance trend, allowing you to monitor how your charitable capital is growing. Use the "Manage Investments" button to adjust your investment strategy.
Account Growth Chart
The interactive growth chart helps you visualize your account's performance:
- Track daily balance changes
- View trends across different time periods (1w, 1m, 6m, Year, All)
- Monitor progress toward your charitable giving goals
Your Favorite Charities
Your dashboard makes it simple to connect with the causes you care about most, whether you already know the nonprofit you want to support or you’re exploring new causes.
Quick Actions
Convenient buttons at the top right let you:
- "Add to Investment": Contribute more to your charitable investment funds
- "Add to Balance": Increase your giving capacity
Making the Most of Your Dashboard
Monitoring Growth
- Regular check-ins help you track progress toward your giving goals
- Use the performance indicators to inform your investment strategy
- Review balance trends to optimize your charitable impact
Planning Your Giving
- Use the available balance indicator to plan donations
- Monitor investment performance to maximize your charitable impact
Getting Support
Should you need assistance:
- Click "Get Help" in the navigation menu
- Look for information icons (?) for quick explanations
- Use the notification bell for important updates
Your Charitable Investment Account dashboard is designed to empower your giving journey while keeping you informed about your philanthropic impact. Each feature supports our shared mission of investing in a brighter future together.