Login To Your Fund Portal

Coming in July 2021!

Once you’ve established a fund with the Community Foundation Alliance, we make viewing information about your fund simple and convenient.

The Community Foundation Alliance has been hard at work to implement a new Fund Portal that will improve your experience as one of our valued fundholders, representatives, and advisors.

The Fund Portal will allow you to view your current fund balance, fund activity reports, and donation tax receipts online, at any time! In addition, Donor-Advised fund advisors will be able to submit grant recommendations directly through the Fund Portal.

Fundholders, representatives, and advisors will be granted access to the Fund Portal automatically, through the email address we have on file for you. In order to ensure you have access during the initial launch, we will be confirming email addresses through June 2021. Access to the Fund Portal can be gained at anytime by reaching out to your Regional Director of Development.

Login information will be emailed during the initial launch in July.

Navigating the Portal

The Fund Portal Reference Guide will navigate you through the basics of using the portal, and provides a detailed guide for Donor Advised fund advisors to make grant recommendations.  You can also view the guide online by clicking here.