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Depraved hate crimes are committed with a “reckless disregard of the consequences or those affected,” recalled Cheri Thompson, founder of Healing Species, a lesson she remembers vividly... Read More
Central Carolina Community Foundation uses an online Fundholder Portal to provide an easy way for you to access fund information. Depending on your relationship to the fund, you may be able to view fund balances, view fund statements or make grant recommendations.
We will email you, using the email address on record, a username and a link to access your fundholder portal. (If you need to update your email address, please contact [email protected]).
Once you receive the email, open the link, and you will be prompted to create your own password to the fundholder portal site. Once your password is created select “Save”. Remember to save your login email and password in a secure location. *All login information is case-sensitive. The login page will indicate that you successfully set up access to the fundholder portal. You can select “Continue” and arrive at your fundholder page.
Fund Advisor: Can view all fund activity and can recommend grants.
Primary Contact: Can view all fund activity and can recommend grants.
CC on Statements: Can view fund statements.
CC on Gifts: Can view fund acknowledgment letters/tax receipts.
You can use the back arrow to navigate to a prior page.
Under each tab, if the sort symbol appears you can sort on the field.
Under each tab, if the filter symbol appears you can filter on the field.
Remember to use the “Logout” tab to close your Fundholder Portal. You will be automatically logged out each night even if you do not log out.
If you serve as an Advisor for only one Fund, you will go directly to the “Home” page for that Fund.
If you serve as an Advisor for multiple funds, you will see the “Choose Fund” menu. Choose the fund with which you wish to interact.
Once you have logged in, you can select tabs at the top of the page to review the different areas available to you as an Advisor.
The “Home” tab shows the fund’s “Current Balance” plus the “Spendable Balance” (if applicable). This area also lists all Advisors for the fund, shows recent contributions into the fund, and recent grants from the fund. *Please note: the current balance will reflect the latest statement balance, plus recorded contributions, less grants recommended.
The “Choose Fund” tab is visible if you have access to multiple funds. Using this tab, you can easily navigate to any of your funds without logging out of the fundholder portal.
The “Contributions” tab shows all contributions/donations into the fund. Clicking on a Contributor’s name will bring up their history of contributions and fundholder details. *Please note: contributions received prior to October 2021 may not provide all details as to what type of contribution was made (i.e.: stock or cash gift).
The “Grants” tab will show the history of grants requested from the fund. The top section of this page will show a summary of grants and the lower section will provide details on each grant (e.g., grant date, designation, etc.) *If you schedule recurring grants, these will appear after the summary of grants.
The “Grant Recommendations” tab will allow you to make Grant Recommendations from the fund’s assets only if you are a Fundholder Advisor or Primary Contact. No other fund Advisors will have access to requesting grants.
Once you have entered your grant, you will be directed back to the “Grant Request” page where you will be able to view all of the “requested” grants. Most grants are processed in 5-7 business days unless additional approval is needed.
The “Statements” tab will show fund statements. Advisors will be able to view all available fund statements. *Please note: 2021 Q3 statements to date are visible. All prior statements will not be accessible in the portal.
The “Files” tab allows Advisors to view and access any files associated with the fund record.
The “Gift Receipts (All Funds)” tab allows the individual Advisor who made the contribution to view acknowledgment letters/tax receipts. This tab is only visible to the Fund Advisor who made the contribution.
To download these instructions as a PDF, click here.
Depraved hate crimes are committed with a “reckless disregard of the consequences or those affected,” recalled Cheri Thompson, founder of Healing Species, a lesson she remembers vividly... Read More
Trimease Carter, a program officer at Central Carolina Community Foundation (CCCF), has been recognized as a member of Claflin University’s 2023 Cohort of Outstanding Leaders... Read More
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