Create a Fund Advisor*

Written by Dana Kinsey

Last published at: May 1st, 2019

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 not in your system you will need to create a new Profile - the Profile must have a name and an email

  • Once they have a Profile, choose +Make Fund Advisor from the left-hand menu.
  • You will be prompted to assign a Login or User name that will be used on the online Donor Portal page (the login is not case sensitive) 
    • Select 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
    • Select 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, select the Update button at the top of the page

Now add the Fund or Funds that they advise.

  • Choose Add Fund from the left 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.