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Home Fund Advisors Fund Advisors Donor Portal Overview The Donor Portal is a secure web page where your Fund Advisors can: View Fund Act Create a Donor Portal Navigate to the Fund Advisor record for the relevant Profile. If the Profile has Fund Advisor Login Instructions The tutorial below can be used as a template for providing instructions to your F Example Donor Portal Rollout Click on this link for an example of how the Communities Foundation of Oklahoma r Fund Advisor Overview* A Fund Advisor is an individual, household or organization who holds a Fund at yo Create a Fund Advisor* Create a Fund Advisor and give them Online Access to their Funds. Choose Fund Adv Online Donor Portal Overview* A Fund can have one or more Fund Advisors who can be granted permission to have a Change a Fund Advisor Password* First be sure the Profile has been set up as a Fund Advisor and that they have lo Events for Fund Advisors* Fund Advisors can view your foundation-sponsored events by selecting the Donate t Delete a Fund Advisor* Choose Fund Advisors from the Home Page under the Non-Profit column Select the ID GuideStar for Fund Advisors* GuideStar functionality can also assist your Fund Advisors when they wish to give What does a Fund Advisor see?* When your Fund Advisors login to their Donor Portal they can see the details of a Donor Portal Link for Your Website* You can insert the Donor Portal login URL as a link to quickly allow your Fund Ad Sample Instructions for Fund Advisors - How to Make a Grant Request* When a Fund Advisor who holds a Fund at your foundation wants to make a Grant to Edit a Fund Advisor Select Fund Advisors from the Home page. Select the ID of the desired fund adviso Bulk Assign Donor Portal Tab Permissions CommunitySuite allows administrators to hide certain tabs from fund advisors in t