Your Fund Advisor Portal

Once you’ve logged in, you can select the tabs at the top of the page to view the different types of information available. Your Home Page will look like this:

If you are listed as a Fund Advisor for only one Fund, you will go directly to the home page for the Fund. If you serve as a Fund Advisor for multiple funds, you will see the “Choose Fund” menu:

Choose the fund with which you wish to interact.

The home page displays a summary of your fund’s current balance plus the spendable balance, if applicable. It also shows a list of your total contributions and total grants. 

You may see pie charts showing your fund’s top 10 contributors (if applicable), and top 10 grantees. (Scholarship funds will say $0, but you can view payments on the grant history tab.)

Click the profile icon in the upper-right area of the Fund Advisor Portal to change your password or contact information. Click the Save button to keep the changes.

You will see a list of contributions or donations to your fund since fund inception. Export this information into an Excel spreadsheet by clicking on the Export tab.

You will see a list of grants made from your fund since fund inception. Clicking on the grantee name will display the history. Export this information into an Excel spreadsheet by clicking on the Export tab.

A list of grants you’ve made in the past, along with an easy way to make a new grant to an organization or to another fund held at the Community Foundation. You will also see a status list of pending grants you’ve made.

You can recommend a grant using any of the following methods:

1. Select a grantee you’ve given to in the past from the drop-down menu and fill in the amount.
   
2. Search for a nonprofit by using the search bar. Enter keywords such as the organization name.
3. If you can’t find the organization using the search feature, you can manually enter the name of the organization, including the mailing address and phone number, and submit your request for approval.

You will be redirected to a new page to provide pertinent grant details including grant description and amount. In the description field, describe the grant purpose and any special handling. Keep in mind that if you don’t designate a specific grant purpose, your grant will be entered as “unrestricted”. To ensure timely processing of your grants, please make sure to click the orange “Review Grant Requests” and “Submit Grant Requests” buttons in the “Grant Request Cart”.  

Once you submit your request, the Community Foundation will process your grant. When the Community Foundation accepts your grant recommendation, it will appear on this tab. You will receive an email notification that your grant has been paid.  

Fund statements: View or download a current or past fund statement(s).

Financials: This allows fund holders to select specific date ranges for the Statement of Financial Position and Statement of Activities. We ask you only generate these statements through the current month closed in our financial system. You will see “DRAFT” in the report title for any month that is not closed.

Donate to your own fund(s) or make a gift to one of the many funds held within the Community Foundation funds. To return to your fund view, click the Home tab.