How to use the new fundholder portal

The team at the Community Foundation has been working hard to implement a new fundholder portal system, which will improve your experience at the Community Foundation and provide up-to-the-minute fund information. Our secure fundholder portal lets you manage your fund online by viewing your fund balance, submitting grant recommendations, and viewing past grants.

 

How to Get Started

You will receive an email from the no-reply@fcsuite.com. Follow the instructions to create a password for your account. Take note of your username (which is your email address) and password as you complete this process.

To access the portal at any time, simply go to www.cfnj.org and click “Fund Login” in the upper right-hand corner of the homepage or go to www.communityfoundationsj.org and click “My Fund”.

Enter your username and password, and then select the fund you’d like to review.

The main screen provides an at-a-glance list of recent contributions received into the account and recent grants paid out of the account. You will also see the current balance, updated in real-time, and the current fund advisors will be indicated just below the balance. Note that each person listed will have similar access to the Advisor Portal.

See below for an explanatory video.

 

 

Portal Features

Our fundholder portal allows fund advisors to see the most recent transactions from their fund. The portal is available 24 hours a day and can be accessed through our website. If you have questions please contact Stefanie Guevara.

  • Monthly Statements will post directly to the fundholder portal under the Statements Tab.
  • Most recent transactions will post on the account’s main page when you log in.
  • Accounts will be able to review all pending and completed grants paid from the account using the “Grants” option in the menu bar.
  • You will be able to give to your fund through the portal.

 

Troubleshooting

I haven’t receive the auto-generated email yet. What should I do?
Check your Spam or Junk folder for an email from Community Foundation of New Jersey. If it hasn’t arrived within an hour, please email Stefanie Guevara so that we can re-send the information you will need to get up-and-going.

I don’t understand how to navigate the portal. Where can I get help?
You can reach out to Stefanie Guevara at 973-267-5533.

The URL only worked the first time. How do I return to the portal?
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 visit our fundholder portal to access the system at any time.

I’ve lost my password. What should I do?
For security reasons, the Community Foundation does not have the ability to access your password. You can reset your password on the portal login page. If you still need assistance, please email Stefanie Guevara or call 973-267-5533 for assistance.