Navigating the Portal for Fundholders
The Portal offers easy access to 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. Learn more about updating your username and password in the Portal.
Below are brief descriptions of the information you can find on the Portal, which may vary based on your relationship to the fund and the type of fund you hold.
Navigating the Portal
Once you’re logged in, you can select a view near the top right corner of your screen using the Profile or Fund links.
Use the plus (+) signs below to view detailed visual and text instructions for each item.
Your fund
In the Fund section, you can view more information about your fund including your balance, grant information and your quarterly statements.
The Fund Overview tab displays your fund creation date, current balance, remaining spendable balance for the year and an overview of recent contributions and grants. You can use the green date range button to select a specific date range to view. The default date range is the prior year-to-date.
The Gifts to the Fund tab shares the history of contributions made to the fund in chronological order, including the date processed, name of donor, and the amount donated.
- Select a donor’s name to see their contact information and a summary of their contributions.
- Use the green Export button to download a spreadsheet of contribution information.
The Grants from the Fund tab displays the history of grant distributions from the fund.
In the Grant Overview section, grants are listed alphabetically by organization, including the total number and dollar amount of grants made to that organization.
In the Grant History section, grants are listed in chronological order of date made. You can view the date processed, status, name of organization receiving the grant, grant purpose, and grant amount. You can filter the information or use the green Export button to download a spreadsheet of the information.
- Tip: If you plan to request a grant to an organization you have supported in the past, use the green Copy button to replicate the grant.
Fund advisors with Donor Advised Funds who have set up recurring grants can view them in the Recurring Grants section. DAF fundholders with questions about setting up or editing recurring grants should contact their donor engagement officer.
The Approvals & Grant Requests tab allows you to see the status of and make grant requests.
The Resources & Documents tab provides access to your quarterly fund statements, listed in chronological order by year and quarter. Select View for the statement you wish to view.
To download the statement to your computer, use the Save button that will appear in the upper right corner of the page after you view your statement. To print, select the printer image in the upper right corner of the page.
Your profile
Navigate to Profile to set your username and password or to update your contact information and preferences.
You have the option to set your own username and password for the Portal.
To update a username and password, select the Security Tab on the left side of your screen, and then select the green Change Username or Change Password buttons.
You will arrive at the following screen. Enter a username, set a password and use the Set username and password button to confirm. Please store this information in a safe place.
You may return to this section at any time to change your username and password.
Keep your account secure! Never share your Portal login information with others, and do not enter it into websites that are not NCCF’s Fund Portal. NCCF’s Portal is hosted by Foundant Technologies. If in doubt, contact your Donor Engagement Officer.
If you move or have a new email address or phone number, you may edit the contact information NCCF has on file for you.
Navigate to the Personal Information tab and use the “Edit Information” button to make changes. Be sure to select Save when finished.
Use the contact preferences tab to place yourself on a “Do not call,” “Do not mail,” and/or “Do not email” list. Use the Edit Information button to make your selections and select Save to save changes.
Checking the box for Do Not Email means you will not receive emails from NCCF, including your quarterly fund statement. Checking the box for Do Not Call means you will not receive phone calls from NCCF. Checking the Do Not Mail box means you will not receive physical mail from NCCF.
Please note that if you elect not to receive any communication from NCCF you will not receive an alert that your quarterly fund statement is available on the Portal, nor will you receive any communication from your donor engagement officer.
Keep your account secure! Never share your Portal login information with others, and do not enter it into websites that are not NCCF’s Fund Portal. NCCF’s Portal is hosted by Foundant Technologies. If in doubt, contact your Donor Engagement Officer.
Need more support?
You cannot currently donate to your fund through the 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.
From the log in page, select Forgot your password? You’ll be prompted to enter your username and will receive an email with instructions to login and reset.
Select Login with email. Enter your email address and select the green Login button. This will send a PIN to your email.
Check your inbox for an email with the PIN, enter the PIN you received, and select the green Login button. You’ll be brought to your profile where you can follow the instructions above to check or update your username and password.
Contact your donor engagement officer or email support@nccommunityfoundation.org.