The Community Foundation of Northern Colorado is proud to announce a new system to better align with our highest priority: supporting you or your organization on your philanthropic journey. Your new online fund portal offers a more efficient and intuitive platform for grantmaking and fund management.
Through the portal, you can review fund balances and view statements, and, if you are an advisor on a fund, recommend grants and discover new giving opportunities.
Activating your account on the new fund portal
You will receive an email containing a link to access your fund portal. The automated email will be sent from our new system and the sender email address will be [email protected]. You will notice “Community Foundation of Northern Colorado” referenced in the email’s subject line. Some email programs might flag this message as spam, so please check your junk folder if it does not appear in your inbox by the end of day on Monday, August 14.
Your username is your primary email address we have on record, in lowercase letters. The system email will contain a custom one-time-use URL link and, once clicked, you’ll be prompted to create your own password to the fund portal site. Please delete this automated email once you’ve successfully completed this process. Following set-up, you’ll be able to access the fund portal login.
Once your password is created, click “Continue” to complete your login.
Once registered/logged in
If you serve as an advisor for multiple funds, you will see the Choose Fund menu once you sign into your fund portal. Select the fund with which you wish to interact. If you have access for one fund, you will be directed to the home page of that fund.
From a fund’s home page, you can select the tabs at the top of the page to review informational areas available to you. Here is a summary for each tab’s function.
Important note on fund statements
Our finance team is hard at work on the new monthly fund statements. You’ll notice the Fund Statement section does not yet contain documents. We expect the June 2023 and July 2023 statements to be posted by August 25. Should you need monthly statements before then, please contact firstname.lastname@example.org to request a manual statement.
We are excited to introduce you to this upgraded portal experience and to continue to serve as a trusted steward for your philanthropic goals! We appreciate your patience throughout this transition. If you have any questions along the way, or encounter issues logging in, please contact your fund liaison or our Philanthropic Services Team.
FUND PORTAL FREQUENTLY ASKED QUESTIONS
If you would like to access your fund online, contact the Philanthropic Services team. The Community Foundation will email a link to access your fund(s). The link will enable you to create your password and follow clear steps to log in.
Check your spam or junk folder for an email from The Community Foundation with the email “[email protected]”. It includes a link that is essential for setting up your password and entering the site. If you cannot locate the email, contact us so that we can resend the information you need.
The system will lock you out after ten unsuccessful login attempts. To get help accessing your fund, please contact us for help. Or you can reset your online fund access password at any time through “Forgot Password”. Your username is the email we have on file as your primary email all lower case (usernames are case sensitive). Instructions to reset your password will be sent to your primary email address. It may initially go to your junk or spam folder, so please check there.
The Community Foundation’s online fund portal is a cloud-based system that means it has full compatibility on a wide-range of devices and browsers. However, users report a better experience with the Google Chrome browser than with Internet Explorer or Edge browsers.
Once logged into the online fund portal, based on access level, fund representatives may request a grant be distributed from the fund via the Grant Request tab. A list of grant requests to be paid, along with their current status is available on the right side of the page. (Grants still in the Request status can be canceled from this screen if needed).
- Previous grantees and funds that you have given to can be selected from the drop-down lists.
- You can search for other Grantees by using the search box. Enter keywords and then click the Search button. The system can search the Community Foundation’s database and GuideStar for organizations containing the keywords you used. (GuideStar is an information service specializing in reporting on U.S. nonprofit organizations.)
- If not found in the Foundation’s database or in GuideStar, you can create a new nonprofit grantee manually by entering the name, address, zip code, and phone number. These are required to move the request to the Community Foundation for due diligence and approval.
- Once the grant information has been added, click the Add to Grant Requests button. It will now sit in your Unsubmitted Grant Requests cart. When ready to review and submit all requests in your cart, click the Review and Submit Grant Requests button. If correct, you may submit the requests.
Click the Profile link in the upper right area of your fund portal. You can click the Edit button to edit your login, address, email, phone, and add a note about the changes you are making (these changes will be sent to the Philanthropic Services team to complete). Additionally, you can change your fund portal password and enable two factor authentication when logging in. Click the Save button to keep the changes.