Donor Portal for Fund Advisors and Fund Representatives
As a fund advisor or fund representative of the Ross Community Foundation, you have the ability to access your fund information online through our Donor Portal.This is similar to online banking. Within the portal, you can easily check your fund balance, view and download fund statements, request and track grants, add to your fund, make a donation and more. The Donor Portal makes it easy to manage your fund and is available 24/7 from anywhere, on any device.
Initial Login Process and Creating Your Account
You will receive an email from the Community Foundation with a custom invitation link to create your account in the Donor Portal. Your username will be your email address that we have on file. If you would like to change your username for any reason, please contact our office at 513-863-1717 or Katie Braswell, VP at [email protected].
Once you click on the invitation link in the email, you will be prompted to create a password of your choice. Your password will need to use a capital letter , number and special character.
Once you are logged-in, your fund's homepage will appear. If you manage multiple funds, you will see a Choose Fund menu. Choose the fund you wish to review from the drop-down menu.
The main screen provides an at-a-glance list of recent gifts and recent grants paid out of the fund. You will also see a current balance, and the current fund advisors just below the balance. Note that each person listed will have similar access to the donor portal.
To assist you in further detail, we have provided this reference guide to introduce the basics of the new portal.