Update on fund holder statements
We are working hard to provide a new fund holder portal as a result of the transition to our new CRM system at Quartet. The new portal will be available from January 2027. Please contact your Philanthropy adviser or a member of the Philanthropy team on 0117 989 7700 if you would like a copy of your statement in the interim.
This page gives you, a Quartet fund holder, access to your online fund statement.
Each statement contains details of your fund balance, grants you have made, fluctuations in investment income or fund value and your agreed contribution to Quartet’s running costs.
New fund statements are available each month. Please contact your Fund Manager if you have any questions or would like any more detailed information at any other time.
You can add to your fund at any time:
- Online by choosing your fund in the donate now page
- By cheque, made out to ‘Quartet Community Foundation’. Please include a note to tell us that the donation is intended for your fund.
- By bank transfer; please find the details in your welcome pack or get in touch with us directly.
If you have a permanent endowment fund you can choose whether new donations are added to your permanent endowment or go straight to your grant-making pot. The different options incur different charges. Before adding to your fund, first tell your Fund Manager which option you’d prefer.