Fund Advisor Portal Resources
Your connection to your charitable fund
Built for Fundholders
As part of our commitment to supporting your philanthropic journey, we offer a secure and easy-to-use Fund Advisor Portal. This online platform gives you direct access to your charitable accounts, allowing you to manage your fund with confidence.
Through the portal, you can view your fund balance, track recent contributions, and conveniently request grant payments. Use this page as a helpful resource to guide your fund management and grantmaking activities.
Fund Advisor Portal Features
✔24-hour fund access through the CRCF website. You can view your fund balance, see details of your donations and past grants, all synced with our accounting system.
✔Make New Gifts with Ease – Review all gifts made into your fund. The most recent transactions will post on the account’s main page when you log in.
✔Grant Management – review past grant distributions and submit new grant recommendations, track pending and completed grants. Leverage GuideStar integration to explore and support nonprofits that align with your passions.
✔Fund Statements – Access your fund statements directly in the portal, eliminating the need for email attachments.
✔Important documents – Access to your fund agreement, grant letters and other important documents related to your fund.
✔Modernized Interface – Enjoy a sleek, intuitive design optimized for any device.
Fund Advisor Portal Quick Start Guide
Welcome to your new Fund Advisor Portal! Follow these simple steps to get started:
1. Activate Your Account
- Established funds may already be activated. Use your email and password to log-in
- Look for an email invitation from no-reply@fcsuite.com.
- Click the link in the email to set your password and activate your account.
- Didn’t receive the email? Check your spam/junk folder, or contact us for help.
2. Log In
- Go to the Fund Advisor Portal. You can also us the link, “Fund Manager Login” at the top of every page on this website.
- Enter your email and the password you created.
- Forgot your password? Click “Forgot Password” on the login page to reset it.
3. Explore Your Dashboard
- View Fund Balances: See your current fund balance and recent activity.
- Review Statements: Download fund statements and important documents.
- Recommend Grants: If your fund allows, submit grant recommendations directly through the portal.
- Track Giving History: Review past grants and contributions.
4. Manage Multiple Funds (If Applicable)
- If you advise more than one fund, use the drop-down menu at the top of your dashboard to switch between them.
5. Access Anywhere
- The portal is mobile-friendly. Log in from your computer, tablet, or smartphone at any time.
6. Need Help?
- We’re here for you! Contact us with any questions or if you need a walkthrough.
Frequently Asked Questions
Where do I log in to the portal?
I haven't received the email to set up my account. What should I do?
If you are an authorized fund contact and did not receive the setup email, please be sure to check your spam or junk folder for an email from no-reply@fcsuite.com with “Chillicothe-Ross Community Foundation” referenced in the subject line. If you don’t see it, please contact us so that we can re-send the information you will need to get started.
I lost my password. What should I do?
For security reasons, the Chillicothe-Ross Community Foundation team does not have the ability to access your password. To reset your password, visit the donor portal login screen and click “reset password.” If you are still having difficulty, contact us.
I don't understand how to navigate the portal. Where can I get help?
We know that any change can be challenging to navigate. Please contact us and we will happily set up a time with you to go over the portal via Zoom or over the phone.
Where can I find my fund balance?
Once you log in, you will immediately see the current balance of your fund. The current balance reflects investment activity and quarterly fees through the prior reconciled month end. It includes recent contributions and grants, as well as the balance available (if applicable) to grant out.
Where can I find my fund statements?
After logging into the portal, click the Statements tab to view and download your fund statements. As new fund statements become available on the portal, we will notify you over email.
How do I make a grant?
After logging into the portal, click the “Create Grant Request” button at the top of the page. There are three ways to start the grant recommendation process. Choose one of the grantee options from the buttons:
- Select a grantee to whom you previously made a grant.
- For a new grantee, manually search by typing the name of or keywords related to the nonprofit. If the grantee is in our database, you can select it. Otherwise click “Candid Results” and GuideStar, an information service specializing in reporting on U.S. nonprofit organizations, will search its extensive database and offer you options; or
- Enter grantee information manually;
Once you select the grantee, the system will automatically move to a screen where you can add:
- A description to let the grantee know how the grant is to be used;
- The grant amount;
- Whether you want the grant to remain anonymous;
- Whether you would like to make this a recurring gift;
- Any additional notes you want to provide our team regarding your grant request.
When will my grant recommendations be processed?
Grants are processed on a weekly basis. You will receive an email confirmation once the grant has been submitted for payment, but you are always welcome to check the status of a grant via the portal.