Fund Advisor Portal Information
Q: I want to change my profile information (login, address, email, phone), so how can I update it?
A: Click on "Profile" in the upper right area of your fund advisor portal. You can click the "Edit" button to edit your login, address, email, and phone and add a note about the changes you are making. Additionally, you can change your fund advisor portal
password and enable two-factor authentication when logging in. Click the "Save" button to keep the changes.
Getting Locked Out
Q: What do I do if I’m locked out of my account?
A: If you are locked out of your account, click "Forgot Password" on the login page. Enter your username and click the "Reset
Password" button. If an account with the provided username is found, instructions to reset your password will be sent to the
email address for that account. If you’re still having trouble, please contact us at firstname.lastname@example.org or
My Fund Balance Doesn't Match My Records
Q: What if my fund balance is not what I think it should be?
A: Please note that fund activity won't reflect in the Fund Advisor Portal until our staff can enter it. Depending on what kind of
activity it is (donations, grants, expenses, etc.) it may take a few days for our staff to be able to confirm everything and log it
into your account. If you have any questions, contact our office at email@example.com or (308) 237-3114.
I Can't See All of Our Donations and Grants
Q: What if I can’t see all of our donations and grants on the home tab?
A: The home tab shows a recent summary of donations and grants. To see a full history, click on the "Contributions" or "Grants"
tab respectively. There you will see a full list of contributions and grants.
When Can I See Fund Statements?
Q: How often can I expect to see our fund statements on the portal?
A: You can expect to see statements posted to the portal monthly, usually by the 15th of the month. If you require a statement at a
different time (or for a different time frame), please contact us.
I Have More Than One Fund
Q: What if I am an advisor for more than one fund?
A: If you serve as an advisor for multiple funds, you will see the “Choose Fund” menu once you have successfully signed into the
Donor Portal System. Choose the account with which you wish to interact.
Submitting Grant Requests
Q: I just entered a grant to be issued, but it doesn’t look like it happened. Do I need to do something else?
A: Submitting a grant request through the online system does not complete the transaction. It sends a message to our grants
team that you would like the grant to be processed—and we’ll get going on it! If you’d like to confirm the request was sent,
scroll down the "Grants Request" page to see a list of recently requested grants, where your latest grant will be listed with
“Pending” status. Remember, requests need to be sent by Tuesday for checks to be written on Wednesday.
Getting Back to the Portal
Q: The URL only worked the first time. How do I return to the portal?
A: The custom URL inside the auto-generated email should only be used to establish your password. Take note of your username
and the password you select and then visit our donor portal to access the system at any time.