Login for Fund Advisors

To set up a username and password, navigate to the profile icon on the top right-hand side in the portal. Click on Profile and then select “Security” on the left-hand side. You can enter your username and password here. We recommend using your primary email address as your username.

If you advise multiple funds, you will see all the funds you advise listed on the home page of the portal. Choose the account with which you wish to interact. If you are listed as an advisor for only one fund, you will go directly to the homepage for that fund.

Once you have logged in, you can select the tabs on the left-hand side of the page to review the different areas available to you as a Fund Advisor. As a reminder, depending on the type of fund that you manage at the Foundation, not all the following tab selections may be available to you.

For reference, here is what the tab selections may look like on your screen (this will vary based on the type of fund you have with CFM):

• Fund Summary Tab
  • This tab provides the fund’s current balance, total grants and contributions as well as a series of charts to see the fund’s activity visually.

• Donations Tab
  • If applicable, this tab shows the detail for each donation received into the Unless the donor has requested to remain anonymous, you will be able to view more detail about each donor by clicking their name. You can also click the green “export” button on the right side of the screen to export the details into an Excel spreadsheet for your records.

• Grants Tab
  • The top menu will show three options to learn more about the grants from the fund: Grant Summary, Grant History and Recurring Grants. This tab provides details on all grants distributed from the
  • Grant Summary, which lists total cumulative grants by grantee.
  • Grant History lists each individual grant made from the fund, starting with the most recent.
    1. Fundholders can make copies of previous grants by selecting the blue “Copy” button. This will create a new grant request with the same details as the previous grant recommendation.
    2. The grant status reflects where the grant is in the Foundation’s process. Request status means that the recommendation has been submitted. Paid status means the grant has been mailed and paid to the grantee. Please contact the Foundation if you have questions about the status of a
  • Recurring Grants lists any recurring grants associated with the fund. By selecting the individual recurring grant, the option to edit the recurring grant will appear on the right-hand side.

• Grant Request Tab
  • As a Fund Advisor, depending on the type of fund, you may be able to make grant requests from the fund by clicking on the “Grant Request” Tab. To request a grant, first select the Create Grant Request button, then select from the following three options to proceed in your grantmaking request.
    1. Previous Grantee
       1. This will allow you to choose from a grantee you have given to in the past, a CFM fund you have given to in the past, or other CFM funds you might want to support.
    2. Search Grantee
       1. This selection allows you to search for a grantee based on name, address or EIN. The system will search the Foundation’s database as well as Candid for organizations containing the keywords that you’ve selected. Candid is an information service specializing in reporting on U.S. nonprofit organizations. The more keywords used, the better the search results will be.
       2. Results will be displayed from the Foundation’s database and then Candid.
       3. Please note that this tool does not automatically guarantee that an organization will pass the Foundation’s due diligence, that procedure will still take place during processing
    3. Enter a Grantee Manually
       1. This selection allows you to enter nonprofit or grantee details manually. You will need to enter the name of the grantee, an address, zip code, tax identification number (EIN) and a phone number to move the grant request to the Foundation’s staff for due diligence.

• Regardless of how you choose to submit your grant, once the grantee information has been added, you can complete the request by filling out the remaining details of the grant request and clicking the SUBMIT button at the bottom of the page.

• Voucher Request
  • If you have a fiscal sponsorship or field of interest fund, you can submit voucher requests for CFM to pay program expenses directly on your behalf. This replaces the need to submit the spreadsheet form to pay invoices or reimbursements.
  • To submit a voucher request:
    1. Click on the Voucher Request tab.
    2. Click the blue “Create a Voucher Request” button in the top right corner.
    3. Select from previous vendors, search vendors or manual input vendor information.
       1. If you have not paid a vendor in the past and do not see them via search, manually input their information.
       2. If you have paid a vendor in the past, click the drop-down to see the list of those previously paid.
    4. Fill in the description box for the expense, the amount, and attach an invoice or receipt. (Note: If this is a new vendor, please send a completed W-9 to kwiandt@formississippi.org.)
    5. Click “review,” then submit the request.

• Vouchers
  • This tab shows vouchers that have been paid and processed.

• Resources and Documents Tab
  • This tab is available to review current and previous fund statements dating back to March 2022. If you would like to see a statement before that time, please ask CFM staff.
• Donate Tab
  • The Donate tab allows you to contribute via credit or debit card to any listed funds at the Community Foundation for Mississippi. By clicking this tab, you will be redirected to our website’s Giving Hub and invited to select the fund you want to contribute to. Please note: the Foundation is unable to support active fundraising or solicitation for contributions to any of the funds it holds. If you have questions about your contribution using the DONATE button, please contact the Donor Services team at 601-974-6044.

1. You can update your personal information in the Donor Portal. Click the profile icon in the upper right-hand corner, then proceed to edit the information. Any changes made in the donor portal will be reflected in the Foundation’s internal records. This does not change login information.
2. If you need to update your primary email, please contact CFM staff.

If you want to update details for the fund (such as name, investment portfolio, or those associated with the fund) please contact our Director of Finance, Ken Wiandt, at kwiandt@formississippi.org.

You can check the status of the grant in the donor portal, on the Grant Request tab. Additionally, you should receive a grant confirmation email once the grant has been posted and mailed to the grantee.

Grant recommendations received by Tuesdays at 11:59 a.m. will be in the queue for due diligence review and processing that week, with payments sent via ACH or mailed typically on Thursdays. Occasionally, it is necessary to adjust this timeline due to holidays or other one-time occurrences.

All fund advisors will receive an email notification when a grant is posted and mailed. If you do not want this notification, please contact CFM staff. You can always check the status of a grant in the Donor

Not all fund types have the same permissions. What you were able to do in the old system is the same as what you will be able to do in the new system.

If you have a fiscal sponsorship or field of interest fund, you can submit voucher requests for CFM to pay program expenses directly on your behalf. This replaces the need to submit the spreadsheet form to pay invoices or reimbursements.

• To submit a voucher request:
  1. Click on the Voucher Request tab.
  2. Click the blue “Create a Voucher Request” button in the top right corner.
  3. Select from previous vendors, search vendors, or manually input vendor information.
     1. If you have not paid a vendor in the past and do not see them via search, manually input their information.
     2. If you have paid a vendor in the past, click the drop-down to see the list of those previously paid.
  4. Fill in the description box for the expense, the amount, and attach an invoice or receipt. (Note: If this is a new vendor, please send a completed W-9 to kwiandt@formississippi.org.)
  5. Click “review,” then submit the request.

1. The new Donor Portal is compatible with most devices accessing the internet through a browser (e.g. your smartphone, tablet, and PC). However, there is no separate app for the system.
2. The best browser to use is Google Chrome.

Tax receipts are available in the Donor Portal. Toggle to your donor profile from the main page. From the Donation Summary page, click “Donations” on the left sidebar. Click the individual ID number for your donation. Click the blue “Print Tax Receipt” button on the top right.

The Foundation values the gift on the date we receive it in our Schwab account. Our Finance team can’t see it in Schwab to sell it until the following day, so there is almost always a day lag, which causes a gain or loss when they sell the stock.  The cash proceeds posted to the fund are the amount Schwab sends to us, and the donation value is the high/low average on the donation date times the number of shares received.

To make your Donor Portal experience as secure as possible, we recommend the following steps:

• • Log in with a pin every time or enable two-factor verification
    • Enable two-factor authentication: Navigate to the profile tab in the upper right hand of the Portal, then select Security. You should see a two-factor verification enable button to turn this functionality on.