Fund Advisor Portal

Establishing Your Password

The Community Foundation will send you login credentials and a link to access your Fund Advisor Portal via e-mail. This link will come from no-reply@fcsuite.com and is only valid for one use and will expire in 30 days. Kosciusko County Community Foundation Fund Advisor Online Access Info will be referenced in the email subject line. It is recommended that you save no-reply@fcsuite.com to your safe sender’s list to avoid this going to junk mail.

Once you receive the e-mail, click the link, and you will be prompted to create your own password. Your password needs to be between 8-32 characters and must include at least one lower case letter, upper case letter, number, and special character (such as !, &, #, etc.). Once your password is created, navigate to the Home page at www.kcfoundation.org, click Fund Advisor Portal in the top right of the screen, enter your new credentials, and log in. If you forget your password, contact our office at 574-267-1901 to assist you.

Select Fund

This screen is only visible if you manage multiple funds. If you have one fund, you will go directly to the next line called Fund Summary.

Fund Summary

The Fund Summary screen shows a summary of the fund’s current balance, contributions, and grants in addition to your staff contact information.

Fund Donations

This screen shows the individual donations given to this fund with donation date, contributor, amount, and other information.  This information can be exported by clicking Export in the upper right corner..

Grant Summary

This screen shows the summary of grantees and how much they have received from the fund. To view individual grants to a grantee, click the name of the grantee. On this screen, you can copy a previous grant if you wish to make the same grant

again. You can view additional grant details, such as the status of the grant, by clicking the grant id number on the individual

grant screen. The status of your grants can also be viewed by clicking “Grant Status” on the left-hand menu..

How To Make A Grant

Click “Create Grant Request” in the top right-hand corner. You can then click the button to indicate if you want to make a grant to a previous grantee that the Community Foundation serves, or manually enter a grantee. Once you select a grantee, you will be taken to the grant request form to put in the amount of the grant and other information. Once you input all the information, click review. The next screen will give you a summary of your grant and then you need to click “Submit” to finish submitting your grant.

Profile

Use this screen to view your contact information that includes address, email, and phone number. This screen is where you

can view your contact preferences and your interest types so we know what means the most to you!

Resources & Documents

This screen shows fund statements and fund agreements. Statements are generated twice annually during the months of

January and July. If you require a statement at a different time or for a different time frame, please call 574-267-1901.

Logout

Use this tab to close your current login session on the Fund Advisor Portal. We encourage you to logout when you are done accessing your fund.