Fund Advisor Portal
Fund Advisor Portal is our online donor portal that provides fundholders access to fund activity, quarterly fund statements, and the ability for Fund Advisor Portal and Corporate Advised fundholders to make grant recommendations. All fundholders have access to the Fund Advisor Portal.
Creating an Account
To create your account, click on ‘Need an account? Sign up’ and follow the prompts on the next screen. The email address used to create your Fund Advisor Portal account must be the same email address we have on file for you. If you wish to update your preferred email address, please contact the Community Foundation to update this information.
After you have clicked ‘Sign up’ a confirmation email will be sent. Follow the prompts in the confirmation email to finalize your account set up. If you do not see this confirmation email in your inbox, please check your junk or spam folder.
Navigating Fund Advisor Portal
Once you’ve created your account and have logged in, you will be navigated to the home page of the Fund Advisor Portal. On the homepage, you will find the amount available to grant, links to view fund details, resources and quarterly statements.
Making Grant Recommendations
Grant recommendations from Donor Advised and Corporate Advised Funds can be made year-round through the Fund Advisor Portal. The minimum amount to grant to a nonprofit organization is $100. Grant recommendation checks are mailed twice a month. Grant submission deadlines are the 15th and 30th of each month, except in December when they are the 10th and 20th. Grant checks will be mailed within one week of the submission date.
You may make grant recommendations to any registered 501(c)(3) nonprofit organization. If you are unsure which organization(s) you wish to support, please contact us to learn more about local organizations or search GuideStar or Charity Navigator.
You may also make grant recommendations to any Community Foundation fund, including Agency Endowment funds established by local nonprofit organizations.
Giving to Your Fund
Adding to your fund is easy and can be done at any time in a number of ways:
- Send a check, payable to the Community Foundation of North Florida (CFNF), with the name of your fund in the memo line
- Wire Transfer – Stock, mutual funds, cash, or other securities may be transferred using the wiring instructions which can be found when you login to the Fund Advisor Portal.
- Legacy Gift – You may also add to your fund through a planned gift by gifting real estate, life insurance, charitable remainder or lead trust, or a bequest.
Tribute Gifts to Your Fund
Memorial or honorary gifts may be given to your Community Foundation of North Florida (CFNF) fund on behalf of an individual. The names of individuals who give can be viewed in your Fund Advisor Portal account. However, gift amounts will not appear.
Language for an obituary or solicitation of such gifts must include the fund name exactly how it appears on your CFNF fund agreement. If you are unsure of your exact fund name, please contact CFNF prior to any publications.
CFNF suggests using the following language for publications or solicitations of gifts to your fund:
“Gifts received will be added to the [CFNF Fund Name] at the Community Foundation of North Florida, a 501(c)(3) not-for-profit organization. Check payments must be made to the Community Foundation of North Florida indicating the [CFNF Fund Name] on the memo line. Contributions can be made online at cfnf.org/tribute-gift/”