Fund Advisor Portal Resources

FAQ

Frequently asked questions

• 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 “Santa Fe Community Foundation” referenced in the subject line. If you don’t see it, please email us at giving@santafecf.org so that we can re-send the information you will need to get started.

• I’ve lost my password. How can I reset it?

  For security reasons, the Santa Fe 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.”

• 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 email us at giving@santafecf.org and we will happily set up a time with you to go over the portal via Zoom or over the phone. We will also plan a series of in-person and Zoom sessions in the coming months.

• Where can I find my fund balance?

  Once you log in, you will immediately see the current balance of your fund as well as the balance available to grant out. If there is a difference between this “spendable balance” and “current balance,” that is due to scheduled grant payments and it should resolve in a few days.

• 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 Grant Request tab. There are four ways to start the grant recommendation process:

  1. Choose one of your previous grantees from the drop-down menu;
  2. Search for other grantees by typing the name of or keywords related to the nonprofit and Guide star, an information service specializing in reporting on U.S. nonprofit organizations, will search its extensive database and offer you options;
  3. Enter grantee information manually; or
  4. Copy a previous grant in the bottom section titled Grants.

  Once you select the grantee, the system will automatically move to a screen where you can add:

  1. A description to let the grantee know how the grant is to be used;
  2. The grant amount;
  3. Whether you want the grant to remain anonymous;
  4. Whether you would like to make this a recurring gift;
  5. Any additional notes you want to provide our team regarding your grant request.

• When will the grant be processed?

  Grants are processed on a weekly basis. Grants requested by Wednesday morning, will be sent out on Thursday. 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.