Fund Advisor Overview*

Written by Dana Kinsey

Last published at: May 1st, 2019

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 any donations to the Fund (if applicable). 

Each Fund Advisor will need to be created and assigned a login so they can to access the secure portal.  The Administrator at your foundation can add a Fund Advisor, create a login and send it to the Fund Advisor via email. 

The Fund Advisor will need to go to their unique URL, where they will be prompted to create a password. If they forget their login, your admin can look it up and reset their password.