Enable and Edit the Fund Advisor Designation

The Fund Advisor designation activates the functionality to set up profiles with Portal access and to receive fund statements. Profiles designated as fund advisors can receive fund statements through their preferred distribution method and can be provided access to their funds through the Fund Management tab of the Portal. Fund advisor login (username) information is configured on their profile record in the Login Info tab.

Who: Administrative staff, donor development, or fund management teams who manage the fund advisor experience and Portal access.

When to Enable the Fund Advisor Designation

Enable the fund advisor designation when:

• A donor is opening a new fund at your organization and will receive fund statements and/or log in to the Portal.
• A couple with a donor-advised fund wants to add their adult children as advisors so they can view fund activity in the Portal and receive fund statements.
• It is necessary to update fund advisor settings to adjust statement type, notification preferences, or Portal tab access.

Enable the Fund Advisor Designation

To enable the fund advisor designation for a profile in CommunitySuite:

1. Navigate to a profile that will be made a fund advisor.
2. Click Make next to Fund Advisor.
   
    
3. Add the applicable Fund Advisor information, and then click Update.
   • Check the Donation Notify Enabled box to automatically email the fund advisor when donations are posted or unposted to the funds they advise.
     • If enabled, alternate emails can be selected to receive Donation Notify emails rather than, or in addition to, the profile's primary email address.
   • Check the Grant Notify Enabled box to automatically email the fund advisor when grant checks are posted or unposted from the funds they advise.
     • If enabled, alternate emails can be selected to receive Grant Notify emails rather than, or in addition to, the profile's primary email address. 
   • Select the Statement Type from the drop-down menu to set whether the fund advisor will receive their fund statements online, in paper format, or via email.
     • Advisors with Statement Type Online will only receive statements through the Fund Management tab of the Portal.
     • Advisors with Statement Type Paper or Email will receive statements by that distribution method. They can also access statements in the Fund Management tab of the Portal if they have access.
     • The fund statement process will treat a blank Statement Type as Paper.
   • Check the Request Confirmation Email box to set up automatic emails to the fund advisor confirming they have submitted a grant request online.
     
      
4. In the Details tab, locate the Funds section, and then click Add Fund to add a fund to the fund advisor designation. 
5. Enter the fund name in the Fund field and select the fund from the drop-down list. 
   • Repeat the process to add additional funds.
     

Once the fund is added, it will appear in the Funds section of the fund advisor designation.

Delete a Fund From the Fund Advisor Designation

A fund can be deleted from the fund advisor designation if the fund advisor is no longer involved in managing that fund and should no longer receive fund statements or be able to log in to the Portal. 

To delete a fund from a fund advisor designation in CommunitySuite:

1. Navigate to the profile's fund advisor designation.
2. Click Delete next to the fund to be deleted.
   • Grant requests associated with the fund advisor will remain in the system.
     
      

Edit the Fund Advisor Designation

Editing the fund advisor designation allows you to edit the tabs that the fund advisor will see when they log into the Portal. The fund Notification settings and statement type may also be edited. This is useful if a fund advisor wants to change how they receive fund statements and is going paperless; their statement type can be edited from Paper to Online to receive statements on the Portal.

On the Fund Management tab of the Portal, the Scholarships tab is controlled by the fund advisor checkbox on a scholarship program record. 

To edit a fund advisor designation in CommunitySuite:

1. Navigate to the profile's fund advisor designation.
2. Locate the Fund Advisor section, and then click Edit.
3. Make the applicable Fund Advisor changes, and then click Update.
   • Fund Advisors who are designated as the Primary (advisor) for a fund must approve all grant requests made by others before the request becomes a grant. If the fund advisor has an email on record, a system-generated message will be sent alerting the fund advisor of grants to be approved.
   • Check the boxes under a tab column for each fund to give the fund advisor access to that tab on the Portal. The tabs included Donation, Grants, Voucher, etc.
     
      

Fund Management Tab of the Portal provides additional information about the available tabs and pages on the Fund Management Tab of the Portal.