Navigating the Portal for Board Members
The Portal provides a convenient, reliable and secure way for affiliate board presidents and treasurers to view quarterly fund statements and the grant history of your affiliate foundation’s community grantmaking endowment.
It is protected by your own unique log-in information. Learn more about updating your username and password in the Portal.
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 affiliate’s fund including an overview of grants awarded and your quarterly fund statements.
The Fund Overview tab displays the creation date of your affiliate’s unrestricted fund, its current balance, remaining spendable balance, as well as an overview of recent 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 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 they were made, 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 grants information.
NOTE: A recurring grants section appears due to a limitation with the online platform but does not contain any content or action items for Affiliate presidents and treasurers. NCCF’s affiliate foundations are not able to set up recurring grants.
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 select View. To print, select the printer image in the upper right corner of the page.
Your profile
At the top right of your screen, navigate to Profile to set your own username and password, and to update your contact information and preferences.
You have the option to set your own username and password for the Portal.
To udpate 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.
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.
Need more support?
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 community leadership officer or email support@nccommunityfoundation.org.