Coming Soon! A New Online Portal
At the Community Foundation, we constantly seek ways to enhance our services and provide a better experience for our valued Fund Advisors and community. We are thrilled about our new online portal launching soon. The new portal will be similar to DonorCentral but with a new name and more functionality. The Fund Advisor Portal is designed to streamline fund management and revolutionize your interactions with your funds. With this transition, we are taking a significant step towards modernization and growth while staying true to our mission of connecting people who care with causes that matter.
The new Fund Advisor Portal offers many exciting features that will empower you to manage your funds efficiently and make a more significant impact in your philanthropic endeavors. Let's take a closer look at some of the highlights:
Transparent Contributions and Grants: Review recent contributions and track grants effortlessly. Get a comprehensive overview of all gifts received as well as easy access to your fund's grant history.
Effortless Grant Recommendations: Recommend grants to eligible organizations with ease. Our new Grant Request section simplifies the process, empowering you to fulfill your philanthropic aspirations with just a few clicks.
Seamless Integration and Support: Our finance and grantmaking systems have been seamlessly integrated into a single, streamlined platform. Enjoy a cohesive, efficient experience managing your funds, grants, and scholarships. Our dedicated team is always available to provide exceptional support along the way.
We are excited to introduce this enhanced level of service to you, our Fund Advisors. The new Advisor Portal will empower you to make more informed decisions, efficiently manage your funds, and significantly impact the causes you care about. Our mission of connecting people who care with causes that matter remains at the heart of everything we do, and this transition is another step toward fulfilling that mission.
We will provide more information about the new system and its functionalities in the coming weeks. We are confident that you will find the transition to the new online portal seamless and rewarding. Together, we can continue to make a positive difference in our communities.
If you have any questions about the new Fund Advisor Portal or the type of charitable account you advise, please do not hesitate to reach out to your Philanthropic Advisor or visit our Getting Started page. We are here to assist you every step of the way.
Thank you for your continued support and dedication to making a difference. We look forward to embarking on this exciting new chapter together.
Lyndsey Crossley, CAP©
Philanthropic Advisor
Lauren Renda, CAP©
Philanthropic Advisor