Welcome to the Fund Advisor Portal!
The Community Foundation has been working hard to implement an upgraded technology platform to improve the overall experience for you, our Fundholders and Fund Advisors. We are excited to launch this system and hope you will find it user-friendly and easy to navigate!
Online Fund Access
You can access the fund that you manage online at any time. The Fund Advisor Portal is our current online platform that (depending on the type of fund you advise) allows you to check your balance, review gifts and grants, view fund statements, and submit grant recommendations.
How to Use the Fund Advisor Portal
Login Instructions:
New Users: If you are logging into the Fund Advisor Portal for the first time, please contact Michelle Eberly at michelle@cfwesternva.org to be set up with access.
Returning Users: Use the link below to access the Fund Advisor Portal Login Page. Enter your username (the email address previously used to set up access) and password. You may prompted to create a new password depending on how strong your password is. If you have forgotten your password, you can reset it at any time by clicking on the ‘Forgot Password’ link. Instructions to reset your password will be sent via email from no-reply@fsuite.com (It may go to your junk or spam folder, so please check there.).