Fund Advisor Portal
Welcome To Your Fund Advisor Portal!
As a Fund Advisor, you can easily access information about the funds you manage online at any time.
The Portal has emailed all fund advisors an invitation and instructions to create a new password to the Fund Advisor Portal. (If you don’t see our email in the inbox associated with your account, please check your spam or junk folder.) From that email, click the link, and you will be prompted to create your password to the Fund Advisor Portal. Once your password is created, navigate to the Login page, enter your credentials, and log in. Your Username is your email address associated with your account.
If you did not receive these instructions, email [email protected].
Click Forgot Password on the login page. Enter your username (the email address associated with your account) and click the Reset Password button. If an account with that username is found, instructions will be sent to the email address we have on file.
If you’re still having trouble, email [email protected].
A Guide To Your Portal:
After You Log In
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.
If you are listed as a Fund Advisor for only one fund, you will go directly to the home page for the fund. This tab shows a summary of your fund’s current balance. It also shows a list of your contributions and grants as well as Fund Advisors. Your screen will look similar to this:
Easy Navigation
From the home page, you can select the tabs at the top of the page to review each area. Below is a summary of information for each tab. Some tabs will not appear for every fund type.
This tab shows a list of gifts and/or donations to your fund. Clicking on a donor’s name will bring up the gift detail. You can export this information into an Excel spreadsheet by clicking on the Export tab. Donor contact details including address, phone, email, etc. will not be displayed.
This tab shows a list of grants made from your fund. Clicking on the grantee name will display the history. You can export this information into an Excel spreadsheet by clicking on the Export tab.
This tab shows 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 can recommend a grant using one of four methods:
Once you submit your request, the Community Foundation will process your grant and notify you. When the grant has been completed, it will also appear in this tab.
This tab allows you to view or download a current or past fund statement(s) since January 2023.
This tab shows you important documents related to the fund. Initially, not all documents will be available in the Fund Advisor Portal.
This tab shows you a list of expenses paid by the fund. You can export this information into an Excel spreadsheet by clicking on the Export tab.
This tab allows you to download reports including the fund’s gifts, grant history, and paid expenses using this tab.
This tab allows you to end your current online session.
Click the profile link in the upper-right area of your Fund Advisor Portal to change your password or to update your mailing address or phone number. Click the Save button to keep the changes.
Need A Printed Copy?
Click HERE to Download – Fund Advisor Portal User Guide
