RETURNING USERS CLICK HERE TO LOGIN

If you have not yet set up a login, please email jennifer@cfncw.org.

The Fund Advisor Portal has recently been updated with a new interface!

Once you login, you’ll be directed to your Fund Summary, a snapshot of your fund’s recent activity. It may look different, but all the same features are available.

Click here for a quick video tutorial or review changes below.

Navigate through the Left Side Menu

• Fund Summary – a general snapshot of your fund
• Donations to your Fund – any contributions made to your fund
• All Grant Activity – a history grant requests you have made to charitable organizations
• Recent Grant Request – recent grant requests made to charitable organizations
• Fund Statements and Files – download monthly/quarterly fund statements or you can now download a manual fund statement with specific dates. Files include your Fund Agreement, and any other relevant documentation related to your fund.

Make Grant Requests (for Donor Advised and Agency Funds)

• The “Create Grant Request” button is located on each page of your account.
• You can now modify or cancel recurring grant requests.

Update Your Information

• You can now update your contact information under “Profile” and “Edit Contact Information”.

New Users / Forgot Password

• Email jennifer@cfncw.org for your Username/Password