The Community Foundation’s new Fundholder Portal makes it easier to stay connected to your charitable fund. In one secure, convenient place, you can view your fund balance and activity, access fund statements, review contributions and grants, and, if applicable, submit grant recommendations online.
The portal is designed to give you convenient access to your fund information, but it does not replace the personal service and support you receive from our team. We are here to answer questions, help you navigate the portal, and partner with you in making the most of your charitable giving.
Everything You Need, All in One Place
View Your Fund
See your fund balance and recent activity.
Access Fund Statements
View and download your fund statements online.
Review Contributions and Grants
See contributions to your fund and review your grant history.
Recommend Grants or Distributions
If you advise a donor advised fund, submit grant recommendations to eligible charitable organizations directly through the portal. If you’re an authorized party on an agency fund, submit your approval from board minutes and request a distribution from your fund.
First Time Logging In?
Getting started is easy. You will receive an email inviting you to create your account and access the new Fundholder Portal.
1. Look for Your Welcome Email
You will receive an email from the Foundation with a link to set up your account. If you do not see it, check your spam or junk folder.
2. Create Your Password
Follow the link in the email to establish your password and activate your account.
3. Explore Your Fund
Once logged in, you can view your fund information, access statements, review activity, and use the tools available for your fund.
Need Help Getting Started?
We want you to feel comfortable using the Fundholder Portal. Choose the support option that works best for you.
View a Portal Tour
Get a quick overview of the portal and learn where to find your fund information.
View Step-by-Step Instructions
Follow our guide to logging in and navigating the portal.
Meet With Our Team
Prefer one-on-one help? Schedule time with a member of our team, and we’ll walk you through the portal.
Frequently Asked Questions
I didn’t receive an email to set up my account. What should I do?
First, check your spam or junk folder. If you still do not see the email, contact our team and we can help you access your account.
I forgot my password. How do I reset it?
Use the “Forgot Password” option on the Fundholder Portal login page to reset your password.
Where can I find my fund statement?
Once you are logged in, you can view and download your available fund statements through the portal.
How often are fund statements available?
Fund statements are uploaded quarterly. If your fund is invested, investment performance reports are uploaded monthly.
I advise more than one fund. Can I see them all?
If you are an authorized fund advisor for multiple funds, you will be able to access the funds associated with your account.
Can I add someone else to my fund’s portal access?
Yes. If you would like to add or remove an authorized fund advisor, successor advisor, board member, financial advisor, or other authorized representative, please contact us. We’ll help you complete a Fund Amendment Form to update your fund records and portal access.
Can I recommend a grant through the portal?
Yes. If you advise on a charitable fund, you can submit grant recommendations directly through the portal. All recommendations are reviewed through the Foundation’s standard due diligence process before grants are approved and distributed.
Can I see who donated to my fund?
Yes. The Gifts Received section displays contributions made to your fund, including donor names (unless the gift was made anonymously), gift dates, and amounts.
Can I donate directly to my fund from the portal?
Yes. You can make a secure online gift to your fund using a credit or debit card. To make gifts of stock, real estate, IRA Qualified Charitable Distributions (QCDs), or other non-cash assets, please contact our team.
Can my friends and family donate to my fund?
Yes. We can provide a secure online giving page that friends, family, and colleagues can use to contribute to your fund. Contact us to learn more.
Can I schedule one-on-one training?
Yes. We’d be happy to walk you through the portal and answer any questions. Schedule a training session with us.
We’re Here to Help
Have a question about your fund or need help navigating the portal? Our team is here to help.
Phone: 805-543-2323
Email: [email protected]
