This will appear at the top left of your screen, whatever tab you are viewing. This allows you to select a different fund for which you serve as an advisor.

Provides an at-a-glance overview of your fund’s activity. Hover over any of the colored blocks on the charts to get an explanation of what they show. The period included in the charts is indicated by the date range in the top right corner of the charts screen – click that date range to edit it.

Provides in-depth information regarding each contribution received into the fund since June 2022. You will note that an “Export” option appears on the far-right side of the menu bar. This feature will export information about each donation into a Microsoft Excel spreadsheet.

Provides more detail about all grants paid from this fund, since June 2022. The first tab in this group provides a summary of grants by recipient (aka, grantee); the second tab in this group provides detail about individual grants made from this fund; the third tab in this group will list any automatically recurring grants you may have set up.

• Look for the word “Complete” in the Status column to know the grant has been paid.
• Other status indicators will appear as the grant moves along our internal processes.

Use this tab to recommend a grant payment from your Donor Advised Fund. You will find that grant requests made through the portal are listed on this tab, in addition to the ‘Create Grant Request’ button, which will bring you to the form for making a new grant. Making a new grant gives you three options:

• Previous Grantee: Select from a list of grantees you’ve given to through your fund in the past.
• Search Grantee: Search our database to see if we already have an entry for a grantee you want to give to.
• Manual Grantee: Create a new entry for a grantee we don’t already have on-file through one of the other two tabs.

Note: Online grant requests are only available to Donor Advised Funds at this time.

Important documents related to the fund will be archived here. Most Donor Advised Funds won’t have content under this tab.

It could take an entire day for the system to fully process each custom URL and send the auto-generated email. Check your Spam or Junk folder for an email from no-reply@fcsuite.com. If it doesn’t arrive within 24 hours of initiating this process, email info@wc-cf.org so that we can manually re-send the information you will need to get up-and-going.

Please review the basic functionality of the new system on this page. Should you still have questions, reach out to our friendly team by calling 970-243-3767.

The custom URL inside the auto-generated email should only be used to establish your password. Take note of your username and the password you select and then click HERE to access the system at any time. You can also access the portal from our website, the center top menu button, which says ‘Fund Advisor Portal’.

For security reasons, the WCCF team does not have the ability to access your password. If you need us to erase your previous password so that you can create a new one, please email info@wc-cf.org for assistance.