Fund Advisor Portal View Options – Foundant Technologies

The legacy Fund Advisor Portal referenced in this article will sunset on April 1, 2025. Fund Management Tab of the Portal contains information about fund advisor functionality on the newly released Portal.

When your Fund Advisors login to their Fund Advisor Portal, they can see the details of any fund they advise. Fund advisors who have the proper permissions and are logged in to their fund advisor portals can make grant requests, approve grant requests, or give from the funds they advise.

To review and verify what each fund advisor has access to in your system, administrators can perform a "log in as" to see exactly what each fund advisor sees.

Login As

Navigate to the Fund Advisors page and click the ID of the fund advisor to be viewed.
Click Login As in the left-side menu.

Tabs

If fund advisors have access to more than one fund, then their first task when signing into their fund advisor portal is to click the fund with which they want to interact. After that, the fund options are shown as tabs that can be clicked for access.

Depending on fund setup and fund advisors' permissions, various tabs of information exist. Customizable content can be displayed in each tab header.

Home	Shows a summary of the fund's balance, including spendable balance if applicable; advisors; and recent transactions.
Choose Fund	Lists funds that the fund advisor has access to.
Contributions	Shows all donations/money coming into the fund.
Pledges	Lists the pledges/promises associated to the fund.
Grants	Shows all grants going out from the fund. Historical grants can be copied by using the Copy button in the grant list. Files uploaded and shared from a grant can be viewed and downloaded.
Grant Request	Contains a form that allows the fund advisor to make grant requests to a non-profit, a grantee, or a fund. Fund advisors can populate request, review, and submit grant requests individually or in batch. If enabled, fund advisors will receive an email confirming they have submitted grant requests online. If the Allow Additional Advisors setting is enabled within a fund, fund advisors can collaborate with each other on a grant request and specify which fund advisor specifically is making the request. If there is an additional individual that needs to be contacted throughout the grant process, then Additional Grantee Contacts can be added as a fund advisor submits the request. If the fund advisor is designated as the Primary on a fund, then Requests Needing Approval are listed.
Grant Catalog	View and donate toward a crowdfunding opportunity.
Scholarships	Lists scholarships associated to the fund.
Statements	View and download all current and historic fund statements. All statements are sorted from newest to oldest.
Files	View and download any files uploaded and shared from the fund record. Files uploaded and shared from a grant can be viewed and downloaded in the Grants tab.
Donate	Takes the fund advisor to the Giving Hub where they can give to funds or buy tickets to events.
Nonprofit Directory	Serves as a direct link to the nonprofit directory.
Receipts	Generate tax receipts for donations made to any fund.
Voucher	All non-grant expenses paid for by the fund.
Invoice	All non-tax deductible revenue/money coming into the fund.
Financials	Generate a Statement of Financial Position and Statement of Activities based on customized or default system dates.
Investments	Lists the Fund Investment Strategy and Investment Report. The date of the report can be customized.
Term Investment	Lists term investments and term investment interest.
Split Interest	Shows charitable gift annuities and trust management information.
Logout	Closes the current login session on the Fund Advisor Portal.

fund advisor tabs

Fund advisors are often granted access to Contributions (donations), Grants, Grant Requests, Grant Catalog, Fund Statements, and Files; however, customizable configurations are possible.

Charts/Graphs

If enabled, fund advisors can see an interactive chart displaying their top donors and grantees. The charts/graphs are turned off by default but can be turned on by following the steps below.
fund advisor graphs

Navigate to the Funds page.
Enter the fund name in Search Funds field and select the fund from the drop-down list.
Click Edit in the left-side menu.
Check the Show History On Portal box.
Click Save.

Allow Profile Edit

If Allow Profile Edit has been enabled in the Fund Advisors Settings, then fund advisors can edit their primary profile information as well as their login and password.

Click Profile in the upper right area of the fund advisor portal.
Click Edit.
Edit information, and then click Save.
- Fund advisors have the option to update their fund advisor portal passwords and to enable two factor authentication even if the foundation does not require its use. To allow this, Enable Two Factor Login must be enabled in Fund Advisors Settings.

Fund Steward Information

Fund advisors can see a fund steward's picture and contact information if Show Steward Info is enabled in Fund Advisors Settings. Fund stewards may be added individually to each fund, or they may be edited in bulk by using Bulk Edit Funds in the left-side menu of the Funds page and then selecting stewards.
fund steward information

Google Translate

A Google translate feature is also available on the Fund Advisor Portal that needs to be enabled in Fund Advisors Settings. Once enabled, the Google translate option will appear at the top left hand of the fund advisor portal.