How can I and my team access my client’s fund information?

As the donor-advised fund’s investment manager, you will receive a login to access the Community Foundation’s giving portal, where you can view your client’s fund. In some cases, you may be able to submit grant requests on your client’s behalf. If your team members also need access to the account, we can provide additional logins with your client’s permission. Investment details displayed in the portal are limited, but you can view contribution and grant history and generate fund statements.