Navigating the Fund Portal

Through the Fund Portal, fundholders can view balances, make donations, recommend grants, access statements, and track activity.

Once logged in, your home page will appear. If you manage multiple funds, you will be prompted to select the individual fund you wish to view.

The selections on the left side of the page display different features available to you. Some options may not be available based on fund type.

• Fund Summary – Your home page is a snapshot of the fund’s recent activity. It will show the fund’s current balance, as well as recent contributions and grants. Click on a donor's name to view their contribution history.
• Donations – Allows you to view donations made to the fund. You can filter, reset, and export donations.
• Grants – Shows the grant summary, history of grants, and recurring grants awarded from the fund including date, status, organization name, amount, and purpose.
• Grant Request – Allows you to make a grant request from the fund and shows the status of past grant requests. See our detailed instructions on Submitting a Grant Request Through the Fund Portal.
• Payables – Any accounts payable (voucher) information will be displayed here.
• Non-gifts – Any non-deductible contribution (invoice) activity will be displayed here.
• Resources & Documents – Provides access to view and download fund statements and any files uploaded to the fund by the Austin Community Foundation.
• Donate – Allows you to make a gift to the fund at any time.