Setting Up Portal Access
Using NCCF’s Portal is a convenient and secure way to manage your philanthropy. You can view your quarterly fund statement, check your fund’s balance, see your grant history, view past contributions and make grant requests.
How to set up your account
In the welcome packet emailed to all new fundholders, you will receive a link to activate your account and log in. You will log in for the first time using your email address. Once you’ve logged in for the first time, you’ll be able to set up your own username and password.
- If you have not received your access email or are an existing fundholder who would like to begin using the Portal, please email support@nccommunityfoundation.org.
Use the plus (+) signs below to view detailed visual and text instructions for each step.
The link will take you to the following screen. 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.
After logging in for the first time, you’ll be brought to your Fund Overview, and will need to navigate to your profile to update your username and password.
From your profile, you can edit your contact information, set your username and password, and update your contact preferences. Continue reading for more information about how to do that.
- TIP: To navigate to more information about your fund, select Funds near the top right corner of your screen. Learn more about how to navigate the Portal.
After you log in for the first time using your PIN, you have the option to set your username and password. If you elect not to set a username and password you will receive a unique PIN via email each time you log in.
To add a username and password, select the Security tab on the left side of your screen, and then select the green Add username/password button.
You will arrive at the following screen. Enter a username and 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.
You may edit the contact information NCCF has on file for you using the Personal Information tab.
Navigate to the 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
Need more support?