Welcome to the new Fund Advisor Portal!

Our team has been hard at work to implement a new software system that will improve your user experience as one of our valued fund advisors. As part of our ongoing mission to be the most supportive, responsive and trusted Community Foundation, this new system will now provide more timely access to important information about your fund.  We have assembled this quick-reference guide to introduce the basics of the new Fund Advisor Portal.  As always, please know our friendly team stands ready to answer any questions you might have.

Note: Certain features of the system pertain only to certain types of accounts.  For example, Donor-Designated funds making distributions only once per year will not need to enter requests through the portal. 

OPEN FUND ADVISOR PORTAL

Fund Advisor Reference Guide

Establishing your password

CRCF staff will set up your account in the Fund Advisor portal. Once the process has been initiated, you will receive an automated email from sender “[email protected]”  This message will provide instructions on creating a new password for your account. Note your username and password during this process. DO NOT use the link in this email to access the system after you have completed the set up.

Note: If you did not receive an email to access the system but would like a password, please contact CRCF staff.

Accessing the portal

Access the portal anytime here: https://cattfoundation.fcsuite.com/erp/fundmanager and enter your username and password. Select the fund you want to review, and then use the menu items in the screenshots below to navigate through the Fund Advisor Portal.

OPEN FUND ADVISOR PORTAL

Navigating the portal

Login Screen - Visit https://cattfoundation.fcsuite.com/erp/fundmanager from any web browser and most devices including smartphones and tablets to access the portal. Sign in with your unique username and password.

For individuals who advise multiple funds

If you serve as an advisor for multiple charitable accounts, you will see the “Choose Fund” menu once you have successfully signed in.  Choose the particular account with which you wish to interact.  If you are listed as an advisor for only one account, you will not see this screen.

Home screen

The main screen provides an at-a-glance list of recent gifts and grants paid out of the fund  You will also see the current balance, updated in real-time (or within 48-hours) and the current advisors associated with your fund. Note that each person listed will have similar access to the Fund Advisor Portal.

Keep in mind that investment returns are only posted monthly and administrative fees quarterly, so your fund statement is still the most accurate picture of your fund's status.

Contributions

This tab provides the detail for each gift received into your fund. Unless the donor has requested to remain anonymous, you will be able to view more detail about each donor by clicking his/her name. You can also click the "export" option on the far right side of the menu bar (as shown below) to export the details in an excel spreadsheet.

Grants

This tab provides detail on all grants and fund expenses paid out from your fund. The top section provides a summary of grants by recipient (grantee). Scroll past the summary section to see grants listed from most recent to oldest.

  • Complete marking in status column means grant has been paid.
  • Other status indicators may appear throughout the grantmaking process, but please contact staff if you have questions about a grant being paid out.

Grant Requests

Use this tab to submit grant requests and invoices to be paid. Remember that any grant payments for fund expenses are considered grants, including invoice payments and reimbursements for purchases. NOTE: Donor-Designated funds and scholarship funds should only use this tab to request grants to pay invoices or request reimbursements.

  • The Grants Listing appears in the right half of the window.  Here you will find each grant recommended/paid from this charitable account listed in descending date order.  Look for the word “Complete” in the Status column to confirm a grant has been successfully paid.
  • The first portion on the left side of the screen is labeled "Choose From Previous Grantee. " You can recommend additional payments to any recipient previously paid from this account using this handy tool.  Use one of the options below to recommend grant payments to new recipients not previously paid from this particular account.
    • Search for Other Grantees - This box queries the complete list of nonprofit organizations holding current 501(c)(3) tax-exempt status with the Internal Revenue Service.  
    • Enter Grantee Information Manually - the last section allows you to manually enter the information we will need to process your grant recommendation.  The fields marked with a red asterisk are required; providing all the requested information allows us to ensure your grant recommendation is processed as accurately and efficiently as possible.

 

Fund Statements

Your fund statements will appear under this statement tab. All of your past fund statements generated in Community Suite will be archived here as well. You will receive an email by the 15th of each month you are scheduled to receive a fund statement letting you know that your fund statement is ready to view or print.

Files

Documents related to your fund will be stored here (ex. fund agreement). 

For funds that are established beginning in 2019, the fund agreement and other subsequent documents will be stored here. For funds established prior to 2019, those files are currently stored on another server and will be moved in the near future.

Other

Any contributions to your fund that are considered non-gift (raffle tickets proceeds, purchases for a fundraiser, etc.) or interfund transfers (a gift from a CRCF fund to your fund) will appear here. If your fund has held a fundraiser involving any exchange of goods to raise money, you will especially want to monitor this tab. Vouchers from "Morgan Stanley" shown in this tab are primarily transfers from investment accounts posted to your fund.