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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.

Log in

Important Steps

Getting started

1. Establish your 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.

Featured Funds

Support an existing fund

We're proud to be the home of hundreds of funds that advance the health and vitality of communities across northern New Mexico — consider supporting an existing fund today!


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?

Contact Us

Questions? We're here.

Our team is eager to assist you on your philanthropic journey. Contact us today.

Contact us

Sandra Session-Robertson

Vice President, Development & Donor Relations