Fund Portal
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Track your fund balances and donations in one place
OCCF is committed to providing you with the best tools and resources to make it easy for you to make the greatest impact and elevate our community. Our online Fund Portal provides you with a secure and simple way to access your fund information. Fund holders can see their gift and grant history as well as make grant recommendations, and nonprofits can download fund statements and see their fund values and contributions. The information below is meant as a guide to help you understand the system. If you have additional questions, please reach out to your OCCF contact.
How to Log in:
Fund advisors will login with your primary email and then authenticate with a PIN.
The First Time You Log In
After you enter your email address, you will be sent a PIN for verification. You will then be able to decide to use your email and receive a pin to log in each time or set up a username and password. These options will stay on the login page in the future.
If You Already Have a Login
You can select “Login with username/password” and use your current credentials. Depending on your password’s strength, you may be prompted to create a new one.
To Set Up A Username and Password
Select the profile icon on the top right-hand side in the portal. Click on Profile and then select Security on the left-hand side. You can enter your username and password here. We recommend using your primary email address as your username.
For Donor Fund Holders
Once logged in, you can select the tabs on the left side of the page to review your giving history, donate and more.
Learn About Fund Management
Fund Management
In the Fund Management Tab, you can view all the funds for which you are designated a fund advisor. Once you select a fund, you can make and approve grant requests as well as access financial reports and fund statements.
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Fund Summary
The Fund Summary tab shows you the current balance of your fund, your OCCF contact’s information, total grants and contributions as well as a series of charts to see the fund’s activity. If you have more than one fund, a drop-down menu allows you to toggle between your funds.
Grants
Much like the My Donations tab, the Grants tab shows historical and recurring grant information as well as the ability to edit and cancel grants.
Resources and Documents
This tab allows you to review fund agreements as well as current and previous fund statements. Please ask your OCCF contact if you have any questions about your statements.
Contributions
Located in the left navigation, this will redirect you to OCCF’s Giving Hub where you can join together with others to address important issues in our community, explore hundreds of nonprofit organization endowment funds, help students reach their educational goals and even donate to your own fund online, if desired!
How To Make a Grant Request
To make a grant request from your fund portal, simply click on the Create Grant Request in the top right-hand corner.
Then, select one of the three following options:
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Previous Grantee
Choose from a grantee you have given to in the past, a fund at OCCF you have given to or other funds at OCCF that might interest you.
Search Grantee
Search for a grantee based on name, address or EIN. This will search OCCF’s database as well as Candid for organizations containing the keywords you selected.
Enter a Grantee Manually
Enter the name, address, zip code and phone number of the grantee to move the request to OCCF’s staff for due diligence.
Fill out the remaining details of the grant request and click Submit a the bottom of the page.
Looking for more? Check out our Frequently Asked Questions!
For Nonprofit Fund Holders
Once logged in, you can select the tabs at the top of the page to review your fund history, grant history, make updates to your listing on the Nonprofit Directory and more.
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My Grants
This tab allows you to see a summary of any grants you have received and view documents such as grant and award letters.
Tip: If you click on Grants in the left-hand menu, you can find specific information about each grant, including if it has been paid yet!
Nonprofits
Here, you can see your nonprofit’s profile information and edit specific fields about your organization and endowment to keep your profile on OCCF’s Nonprofit Directory up to date.
Tip: This tab allows you to promote your organization and endowment directly to donors!
Resources and Documents
This tab allows you to review fund agreements as well as current and previous fund statements. Please ask your OCCF contact if you have any questions about your statements.
