Giving by Funraise vs AssetMark Mobile

Giving by Funraise connects donors with nonprofits and gives donors access to their donation information. All kinds of nonprofits use Funraise to collect donations and manage donor relationships. When you donate to a charity that uses Funraise, you have access to your donation data through Giving by Funraise. APP FEATURES • View & manage your donations • Edit your recurring donations & payment methods • View & manage your fundraising pages • Resend yourself a donation receipt email • Send yourself a historic donation summary VIEW & MANAGE DONATIONS When you donate to a charity that uses Funraise’s platform, you have access to your donation data using the Giving by Funraise app. View a list of organizations you’ve donated to, as well as a list of donations for each organization. EDIT RECURRING DONATIONS & PAYMENT METHODS Edit your recurring subscription details including amount, frequency, and payment method. You can also cancel or create new subscriptions in the app. VIEW & MANAGE FUNDRAISING PAGES If you have an individual fundraising page for a nonprofit organization that uses Funraise, you can view and edit the details of your fundraising page in the app. RESEND DONATION RECEIPTS Did you lose that donation receipt from a year ago? No problem; resend a donation receipt email to yourself anytime. HISTORIC DONATION SUMMARY Get ready for tax season with a full donation summary that includes all your donations by year for a particular charity. Just click to send yourself an email with your donation summary PDF.

AssetMark Mobile’s user-friendly interface and intuitive navigation empower you to access and track your investments anytime, anywhere. • Stay on top of your portfolio. An intuitive interface allows you to navigate your investments. • Access visualizations of your portfolio. Portfolio summary data and sharp graphics deliver the insights you need. • As close as your smartphone. When you can’t be at your laptop, you still can access the account information you need. IMPORTANT INFORMATION This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. Online access is subject to system availability. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact AssetMark or your Financial Advisor. AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark Investment Management, a division of AssetMark, Inc., includes AssetMark, Savos, and Aris strategies. GuideMark® and GuidePath® Funds are distributed by AssetMark Brokerage™, LLC, member FINRA, an affiliate of AssetMark, Inc. AssetMark and third-party strategists and service providers are separate and unaffiliated companies. Each party is responsible for their own content and services. To learn more visit: AssetMark.com or assetmark.com/mobile | This site is designed for U.S. residents. | ©2025 AssetMark, Inc. All rights reserved. 105823 | C23-20004 | 01/2025