Make Fund Advisor Profile

Written by Nick Miles

Last published at: September 23rd, 2021

After creating a profile, you can designate the profile as a fund advisor. A fund advisor can be described as a holder of one or more funds at your foundation.

  1. Select Profiles from the Home page.
  2. Search and select a Profile, or click List to select from a list.
  3. Hover your cursor over the left-side menu, scroll to the bottom, and click Make Fund Advisor.
  4. In the Fund Advisor window:
    • Enter a unique Login (i.e. Bob.Smith).
    • Delete

      Usernames are case sensitive in CommunitySuite.

    • Select the Donation Notify checkbox to notify the fund advisor when donations are made to the fund(s) they advise.
    • Select the Grant Notify checkbox to notify the fund advisor when grants are made from the fund(s) they advise.
    • Click the box next to Statement Type and select how the fund advisor will receive their fund statements (online, paper, email).
  5. Click Update.
  6. To add a fund to a fund advisor profile click Add Fund in the left-side menu from the fund advisor profile. 
  7. Choose the fund you would like to add.
  8. Once you have added the fund, it will show under Funds on the fund advisor profile. To delete a fund from a fund advisor profile click [delete] next to the fund you would like to delete.