Fund Advisor Portal Resources
A new Portal
Built for Fundholders
As part of our commitment to supporting you on your philanthropic journey, the Santa Fe Community Foundation has undergone a major systems upgrade that includes a new and improved fund advisor portal. Please use this page as a resource to help you settle into this more efficient platform for your grantmaking and fund management.
1. Establish your password
All authorized contacts for funds will receive an email from sender firstname.lastname@example.org with “Santa Fe Community Foundation” referenced in the subject line. Follow the instructions in this email to set up your account and please make note of your username (your email address) and password. Please delete this automated email once you have successfully completed this process as the link contained in the email can only be used once, for establishing your initial password.
2. Log in to the portal
To access the portal, click here or visit our website and select “Fund Advisor Login” from the login menu in the top right corner of the screen. We recommend bookmarking the portal login page for easy access going forward.
3. Take a look around
The main screen provides an at-a-glance summary of your fund. You will also see the current spendable balance, which is updated in real time, in addition to an overview of contributions to the fund and your grantmaking history.
4. Use the portal
Log in to check the balance of your fund, recommend a grant, track contributions and disbursements made from your fund, and access fund statements.
Frequently asked questions
I haven’t received the email to set up my account. What should I do?
I’ve lost my password. How can I reset it?
I don’t understand how to navigate the portal. Where can I get help?
Where can I find my fund balance?
Where can I find my fund statements?
How do I make a grant?
When will the grant be processed?