Make Fund Advisor Profile

Written by Nick Miles

Last published at: June 7th, 2019

After creating a profile, you can designate the profile as a fund advisor. A fund adviser 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).
    • 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.