The Online Fund Portal offers easy access your NCCF fund information and provides a convenient, reliable and secure way to manage your philanthropy.

It is protected by your own unique log-in information. To update your User ID/email address or password, email support@nccommunityfoundation.org.

Below are some brief descriptions of the information that you can find on the online fund portal, which may vary based on your relationship to the fund.

Navigating the Portal

The Home tab displays your live current balance, remaining spendable balance and designated fund advisors, as well as an overview of recent contributions and grants.

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The Contributions tab shares the history of contributions made to the fund in chronological order, including the date processed, name of donor, and the amount donated. You can click on the donor’s name to see their contact information.

• Tip: Select the “Export” tab to download a spreadsheet of contribution information.

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The Grants tab shares the history of grant distributions from the fund a) by organization and b) in chronological order. This includes the date processed, status, name of organization receiving the grant, grant purpose, and grant amount. You may also click on the “Export” tab to download a spreadsheet of grants information.

• Tip: If you plan to make a grant to the same organization, click the green “Copy” button. It will replicate the information for a new grant request.

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The Grant Request tab allows you to make grant requests:

1. You may “choose from previous grantees” listed in a drop-down box
2. You may “search for other grantees” by typing the organization name into the box
3. You may “enter the grantee information manually”

Once a grantee is selected, you will enter the grant’s purpose in the “Description” box and the “Amount” you would like to request, then click the green “Review” button. You will review the request and either click on “Submit Request” or “Edit Request.”

When your request is submitted, our grants team will review it and begin processing or let you know if additional information is needed.

• Tip: The “Status” will evolve from Request to Pending to Paid. If the grant is in Request or Pending status, it can still be canceled by selecting the Cancel button.

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The Statements tab provides access to your quarterly fund statements, listed in chronological order by year and quarter. Select “Print” to view the statement. To download the statement to your computer, select the downward-facing arrow in the upper right corner of the page. If you would like to print out the statement, select the printer image in the upper right corner of the page

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This tab logs you out of your Online Fund Portal account.

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Donating to Your Fund

You cannot make a donation to your fund through the fund portal. However, you can make an online donation to your fund by visiting the list of Our Funds and selecting the Donate button for your fund.

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