Donor Portal Overview
The Donor Portal is a secure web page where your Fund Advisors can: View Fund Activity View Fund Balances Make Grant Requests View Administrative Fees and Distributions View Uploaded Documents View and Print Fund Statements Access the Donation Portal Example Donor Portal: Access to the Donor Portal requires the following: A Fund Advisor. The relevan...
Create a Donor Portal
Navigate to the Fund Advisor record for the relevant Profile. If the Profile has not been designated as Fund Advisor, click + Make Fund Advisor from the left-side menu of the profile page. Click Send Login Email from the left-side menu. If the Send Login Email doesn't populate, ensure that the Fund Advisor has: An email listed in their Profile. A ...
Fund Advisor Login Instructions
The tutorial below can be used as a template for providing instructions to your Fund Advisors. Copy the content into your own document and customize as desired. Feel free to take screenshots of your donor portal and add them to your document. Note: Depending on how you've configured your settings, your Fund Advisors may not have access to all of th...
Fund Advisor Overview*
A Fund Advisor is an individual, household or organization who holds a Fund at your foundation. CommunitySuite allows you to create an online Donor Portal page for each of your Fund Advisors. With the online Donor Portal your Fund Advisors can log on to track their Fund(s) and view activity such as grants given, current spendable balance and see an...
Create a Fund Advisor*
Create a Fund Advisor and give them Online Access to their Funds. Choose Fund Advisors from the Home Page under the Non-Profit column Select Create from the lefthand side of the screen You will be redirected to Profiles Enter your Fund Advisors' name in the Search Profile text box to make sure they do not already have a Profile If the Fund holder is...
Change a Fund Advisor Password*
First be sure the Profile has been set up as a Fund Advisor and that they have logged in to their Donor Portal. If not, you will need to set them up as a Fund Advisor, and they will need to a login and create a password. If the Fund Advisor has logged in and has simply forgotten their password, you can reset it. From the Home page, look under the No...
Delete a Fund Advisor*
Choose Fund Advisors from the Home Page under the Non-Profit column Select the ID number beside the Fund Holder you wish to delete Select D elete from the lefthand side of the screen You will be prompted to verify yes or no that you wish to delete the Fund Advisor Once deleted, the Fund Advisor will no longer be in the system as a Fund Advisor and w...
GuideStar for Fund Advisors*
GuideStar functionality can also assist your Fund Advisors when they wish to give. When a Fund Advisor requests a grant to a nonprofit from their online Donor Portal page they can use the Search GuideStar for Grantee text box to find the grantee they wish to give to. After they type the name of the grantee in the text box, your Fund Advisor will ge...
What does a Fund Advisor see?*
When your Fund Advisors login to their Donor Portal they can see the details of any fund they advise. A Fund Advisor who has the proper permissions and is logged in to the online Donor Portal can make a Grant Request or they can select to give from the Fund(s) they advise. To review and verify what each Fund Advisor has access to your System Adminis...
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 a Grantee, a Non-Profit or another Fund they can make a Grant Request from their Donor Portal page. The Grant Request screen that your Fund Advisors see can have custom text added to help guide them through the process. You can change the header text in System Data unde...
Edit a Fund Advisor
Select Fund Advisors from the Home page. Select the ID of the desired fund advisor. Click Edit. Edit the fund advisor's Login (username) for the Donor Portal. 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 m...
Bulk Assign Donor Portal Tab Permissions
CommunitySuite allows administrators to hide certain tabs from fund advisors in the Donor Portal, such as Contributions, Grant Catalog, and Statements. Tabs can be assigned on an individual basis by editing a fund advisor record, or in bulk at the Fund, Fund Advisor, and Tab levels. To assign tab permissions in bulk: Select Fund Advisors from the Ho...
Designate a Primary Fund Advisor
Adding a primary fund advisor to a fund allows for additional reporting fields to be available in the custom financial reporting area. To designate a primary fund advisor to a fund: From the Fund Advisor page, select Set Tab Permissions from the left side menu. Click Assign By Fund. Select the fund name. You will see a list of all advisors for the ...
Fund History Charts/Graphs - Fund Advisor Portal
Within the Fund Advisor Portal, fund advisors can see an interactive chart displaying their top donors and grantees. The charts/graphs are turned off by default. To turn on the charts/graphs, follow this workflow: Navigate to the Funds page from Home. Search for the relevant fund then click the ID. Click Edit. Check the box next to Show History On P...
Send Multiple Fund Advisor Login Emails
In CommunitySuite, admins have the capability to send out multiple fund advisor login emails at once. To send multiple fund advisor login emails, the fund advisors need to have profiles with an email set in CommunitySuite. The workflow for sending multiple fund advisor login emails is as follows: Use this article to create the amount of fund advis...