Get Started with the Foundant Fund Manager App

Initial Set Up and Branding

During initial setup, your organization provides branding assets to Foundant so that the app can be styled to your organization's logo and colors. The app icon can also be customized on the device's homescreen. The app is owned and managed by Foundant, and after purchase, can be connected to your site and branded to your organization. In the Apple App Store or Google Play, the app is listed as Foundant Fund Manager.

While onboarding, your organization will receive a QR code that connects your CommunitySuite site to the app, applies your organization's branding, and allows fund advisors to log in. Sub-organizations and affiliates will share the parent organization's branding. Once fund advisors download the app, scan the QR code, and log in for the first time, the app will rebrand to your organization.

How Fund Advisor Permissions Sync to the App

Fund advisor permissions sync automatically from those set in CommunitySuite for the Portal. A fund advisor sees the same access in the app that they have in the Portal, so no separate app-level permission setup is required. A permission or fund change made in CommunitySuite will appear upon refreshing the app by pulling the screen down until a loading icon is visible, or at the next login. Review Fund settings, Fund Advisor permissions, and Portal settings in CommunitySuite to ensure the app is behaving as expected.

Fund advisors sign in with their existing Portal login credentials. A separate app login is not created.

The section below provides your organization with instructions for your fund advisors to get access to the app. Fund advisors will need to search for "Foundant Fund Manager" in either the Apple App Store or Google Play Store to find and download the app initially, but once it is downloaded and they log in for the first time, the app experience is then branded to your organization's logo and colors. This includes the mobile app icon that will display on their phone.

To download and sign in to the Foundant Fund Manager app:

1. Search for Foundant Fund Manager in the Apple App Store or Google Play, and then download the app.
   
    
2. Open the app and scan the QR code provided by a representative from your organization. 
   • The QR code links the app to the foundation's site and applies the foundation's branding automatically.
   • Foundant Support will not provide this QR code directly to fund advisors.
     
      
   • The app will confirm this change to the mobile icon once the QR code is scanned.
      
3. Sign in using the same credentials used for the Portal.
   • Fund advisors will already need to have a profile with the fund advisor designation and have logged in to the Portal before accessing the app.
   • If the site has Two-Factor Login enabled, the app displays the PIN entry screen. CommunitySuite delivers the PIN by email, phone, or in a configured authentication app; the app does not control or allow edits to the MFA delivery method. Updates to MFA must be completed in the Portal.
      
      

Turn On Face ID or Fingerprint Login

If the advisor wishes to use biometric logins, the app supports these features.

To turn on biometric login for the Foundant Fund Manager app:

1. From the app, sign in with a password the first time.
2. Follow the prompt to enable Face ID or fingerprint login. 

Biometrics can also be enabled once logged in by tapping the user icon in the upper right-hand corner and selecting Face ID / Touch ID Sign-In. Once enabled, the fund advisor can sign in using Face ID or a fingerprint instead of a password.

The Home screen displays the current fund balance and recent activity such as pending grant requests and recent grantees. It will also display the fund's spendable balance or available cash if that is enabled in CommunitySuite.

If a fund advisor has access to more than one fund, tap the fund name to switch between funds.

 

Users can log out at any time by tapping the icon with their initials in the upper right corner of the screen and selecting the option to log out.

Fund advisors can search for a grantee and submit a grant request from the Granting tab of the Foundant Fund Manager app. Search results include your organization's own grantee records, other funds at your organization, and, depending on your site's settings, an external source such as Guidestar or Grant Connect. Creating a grant request in the app follows the same structure as creating a grant request in the Portal.

To create a grant request from the Foundant Fund Manager app:

1. From the Home screen, tap Make a Grant. 
   
    
2. Search for the grantee by name, select a past grantee, or select another fund at the organization.
   • In this example, a past grantee is selected.
   • Tap the filter icon to filter by state or city.
     
      
3. Complete the applicable Create Grant Request information.
   • Amount is a required field.
   • Select the Granting Fund, if an affiliate has been selected.
   • Toggle Additional Grantee Contact to add additional contact information, if applicable. 
   • Toggle Anonymous on to make this an anonymous grant, if applicable.
   • Toggle Make Recurring on to make this a recurring grant, if applicable.
     • Enter applicable start and frequency dates.
     • Toggle Payments Continue Forever off to add the number of payments.
   • Enter any Special Instructions, if applicable.
     
      
4. Tap Review Grant Request to review the submission.
    
    
5. If the Fund Advisor Cart is disabled, tap Confirm & Submit.
   • If the Fund Advisor Cart is enabled, refer to the Review and Submit Grant Requests in the Cart section.
     
      

Review and Submit Grant Requests in the Cart

To submit grant requests while the Fund Advisor Cart setting is enabled, it must be added to the cart and then submitted. Make any additional grant requests as desired and add to the cart before submitting the requests.

To review and submit grant requests in the cart from the Foundant Fund Manager app:

1. Create and review the applicable grant requests.
   • Tap Back to edit or make any changes while reviewing the grant request.
2. Tap Add to Cart.
   • The grant request is now in the cart. Grant requests in the cart are consistent between the app and the web version of the Portal.
   • Grant requests can be edited or deleted from the cart at any time.
     
      

3. Tap the Cart icon to view the cart.
   
    

4. Tap Submit Grant Requests.
   
    

5. Tap Submit.
   
    

6. A confirmation screen will display.
   • The fund advisor will receive a confirmation email that the request has been received if Advisor Request Confirmation Email is enabled in Portal Settings.
     
     
      

Submitted grant requests will appear in the Request bucket in CommunitySuite for further processing.

 

Cancel a Grant Request

To cancel a grant request from the Foundant Fund Manager app:

1. From the Activity tab, select the grant request. 
   
    

2. Tap Cancel Request.
   
    

3. Tap Yes to cancel.
   

Fund advisors can donate to funds they advise from the Foundant Fund Manager app. The Enable Advisor Donate Button setting must be enabled on the fund record in CommunitySuite to allow advisors to donate to their fund. Fund advisors cannot donate to funds they do not advise from the app.

To donate to an advised fund:

1. From the Home screen, tap Make a Donation.
   
    
2. Select the fund from the Donating to drop-down menu, and then enter a donation amount.
   • If the advisor has only one fund, this will be pre-selected.
     
      
3. Tap Donate with Stripe.
   
    
4. Complete the payment via Stripe using Apple Pay, Google Wallet, or a credit card.
   • The Fund Manager App does not support covering credit card fees, even if it is enabled in the Portal.
5. Once the payment is processed, the fund advisor will see a confirmation screen.

The donation will automatically post in CommunitySuite. A receipt will be emailed to the fund advisor, and the tax receipt will appear in the Receipts tab in the app.

Submitted grant requests and donations to the advised fund appear on the Activity tab of the Foundant Fund Manager app. Grants and contributions will display according to the Contributions and Grants Lookback Dates set in Portal Settings. 

A fund advisor can cancel a pending request. Fund advisors with grant approval permissions in CommunitySuite may also see a list of requests awaiting their approval. The grant request status in the app will update as the grant request is processed in CommunitySuite.

Tax Receipts for all donations made by the Fund Advisor are available in the Receipts tab of the Foundant Fund Manager app.

1. Tap the receipt record to view it.
   
    
2. If applicable, tap the share icon in the top right corner of the screen to download or share the receipt.
   

The following section addresses questions clients may have about the Foundant Fund Manager app.

Does a Fund Advisor Need a Separate Login for the App?
No. Fund advisors sign in with the same credentials they use for the Portal.

Do Fund Advisor Permissions in the App Match Their Permissions in the Portal?
Yes. Permissions carry over consistently across the app, the Portal, and CommunitySuite.

What Can Fund Advisors Do in the Portal That They Cannot Do in the App?
The Foundant Fund Manager app does not include vouchers, invoices, voucher requests, scholarships, or the grant catalog, and it does not support linked or shared logins. Aside from advisor tax receipts and contributions, no other Portal information appears in the app, including grants made to the fund, scholarship or student information, payments and checks, invoices and invoice payments, financial reports, investment information, or pledges and pledge payments. Fund advisors can contribute to funds they advise and create grant requests, based on their existing permissions. For full Portal capabilities, visit the web version of the Portal.

Can a Fund Advisor Use the App for More Than One Organization?
Yes. A fund advisor working with more than one organization needs to uninstall and reinstall the app, then sign in with that organization's credentials. A fund advisor managing multiple funds within the same organization can switch between those funds directly in the app, without signing out.

Is Information in the App Always Current with CommunitySuite?
Current balance and activity update at login or when the fund advisor refreshes the app, so this reflects CommunitySuite in near real time. Balance history shows the last twelve months of fund balance, taken from when the books were last closed.

Can the App's Branding be Updated After Launch?
Yes. To update your branding, reach out to the Support team to provide updated assets the same way you did during initial setup and onboarding of the app.