Create a Fund Advisor*

Written by Dana Kinsey

Last published at: September 23rd, 2021

Create a Fund Advisor and give them Online Access to their Funds.

  • Click Fund Advisors from the Home Page under the Non-Profit column.
  • Click Create from the left-side menu.
  • 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 not in your system you will need to create a new Profile - the Profile must have a name and an email. 

Delete

Usernames are case sensitive in CommunitySuite.

  • Once they have a Profile, click +Make Fund Advisor from the left-side menu.
  • You will be prompted to assign a Login or Username that will be used on the online Donor Portal page.
    • Click the Donation Notify checkbox if the Fund Advisor wants to be alerted via email when a donation occurs to any of the fund(s) they manage.
    • Click the Grant Notify checkbox if the Fund Advisor wants to be alerted via email when a grant to a nonprofit or another fund is made from the fund(s) they manage.
  • Select the Statement Type they receive from the drop-down - online, paper or email
  • When complete, click the Update button at the top of the page.

Now add the fund or funds that they advise.

  • Click Add Fund from the left-side menu.
  • Type the name of the fund that the Fund Advisor manages and select it.
    • Continue adding funds if they advise more than one.

Next, you will be prompted to send the Fund Advisor their login information to create the Donor Portal.