Donor Portal for Fund Advisors
As a Fund Advisor you have an online portal where you can access information about the funds you manage.
Setting up you login, password and logging in
CFNSV will send you a login name and a link to access your Donor Portal via email. Select the link and you will be prompted to create your own password to the donor portal site. Once your password is created go to the Login page, enter your credentials and log in.
Locked Out of your Donor Portal?
The system will lock you out after five unsuccessful login attempts. If you are locked out please contact your Community Foundation. The staff can give you your login and/or provide you with a temporary and allow you to create your own password when you login to the Donor Portal.
Selecting the fund
If you serve as an advisor for multiple funds, you will see the “Choose Fund” menu once you have successfully signed in to the Donor Portal System. Choose the particular account with which you wish to interact.
If you are listed as an advisor for only one Fund, you will go directly to the Home page for the Fund
Once you have logged in you can select the tabs at the top of the page to review the different areas available to you as a Fund Advisor.
Home – shows the Fund’s Current Balance plus the Spendable balance (if applicable). This area also lists all fund advisors, shows recent contributions and recent grants given for the Fund.
Choose Fund – is visible if there are other funds to select and view.
Contributions – shows all contributions or donations to the fund since we moved into CommunitySuite in December 2017. Clicking on a Contributor’s name will bring up their history of contributions.
Grants – shows the history of Grants made from the fund since we moved into CommunitySuite in December 2017.
Grant Request – allows a Fund Advisor to make Grant Requests from the fund’s assets. Read more about this option below.
Grant Catalog – When there is an active Grant Catalog, the catalog will be available on this tab. The catalog is a crowdfunding tool that you may search for funding opportunities and projects to give to from your Fund.
Statements – will show fund statements if they are set up for the fund. Fund Advisors will be able to view newly created fund statements immediately after they are created as well as past fund statements.
CFNSV prepares monthly statements for its funds. These statements are available on the Statements tab of the Donor Portal. When you open a statement, the system will generate a PDF in a new window in your web browser that you may save or print. If you need a statement that is not available through the portal, a quarterly or annual statement for example, please contact CFNSV and one will be prepared for you.
Making a grant request:
Grant Requests are created on the left side of the screen on the Grant Request tab.
Selecting a previous grantee or fund: Previous Grantees and Funds that you have given to can be selected from drop down lists.
Entering a new Grantee: The bottom section is where a new Nonprofit or Grantee can be entered manually. You will need to enter the name of the new Grantee, an address, zipcode and a phone number to move the grant request to the Community Foundation for approval.
Searching for a Grantee: In the middle of the left side of your screen is ‘Search for other Grantees’. This is helpful because you can type in some keywords and click the “Search” button. The system will search GuideStar for organizations containing the keywords. GuideStar is an information service specializing in reporting on U.S. nonprofit companies The more keywords used, the better the search results will be.
Submitting a grant request: Once the Grantee information has been added, you can complete the request by clicking the “submit” button at the bottom of the page.
Reviewing or cancelling a grant request: The Grant Request tab will show a list of Grants requested to be paid out on the right with the current status. Grant Requests still in the “request” status can be canceled from this screen.
Your community foundation can alert you every time a Donation is made or a Grant is paid out from your Fund. These alerts can be utilized or cancelled at any point, but the alerts are not retroactive, so you will not be notified of past grants or donations. If you wish to be notified of each donation and/or grant requested and paid, contact CFNSV.
Remember to use the Logout tab to close your Donor Portal. You will be automatically logged out each night even if you do not logout.