Fund Portal

Oklahoma City skyline

Track your fund balances and donations in one place

Whether you’re a nonprofit looking to build your endowment or a donor wanting to contribute to a cause you care about, the OCCF Fund Portal can help you track your spendable balance, contribution statements and more.

The Nonprofit directory tab also includes a link to our online giving page to encourage gifts to a nonprofit organization’s endowment fund and shows matching opportunities to set goals and raise contributions to your nonprofit’s endowment even faster.

Log in at portal.occf.org

How to Log in:

Setting Up Your Password

Community Foundation staff will initiate your online access by sending you an email with a link to set up your password. This email will be sent from “[email protected]” and will reference “Oklahoma City Community Foundation” in the subject line. Please follow the link to this website, where you will set up your new password. Your username and login credential will be the email address to which the email is sent.

Follow the link in your email
Set up your new password and record it in a safe place if needed
Delete the email- it is only valid for one use

Accessing Fund Portal

Nothing will change with how you access your donor portal. You can still log in to Fund Portal through our website www.occf.org. You’ll find the “Log In” link in the top banner on our homepage.

If you forget your password, simply reset your password on the login page. If you need further assistance, email us at [email protected].

Navigating Fund Portal

If you advise multiple funds, you will be presented with a list after your initial login. Simply select the fund you would like to review to start.

how to choose a fund

For Charitable Organization Endowment Funds, view funds through ‘Choose Fund’ to see them individually or through ‘Choose Group’ to see them together.

choosing fund groups

Once you select the fund you would like to review, you will be brought to the ‘Home’ page for that fund.

find fund homepage

Tab Breakdown

Home

Allows you to review recent contributions to and grants from the selected fund.

Contributions

Outlines gift history for your selected fund. If your fund receives gifts from a variety of donors, you can find out more details by clicking on their name as long as the donor does not wish to be anonymous. Note the export button on the right will convert the information into an excel file.

You will receive an email when a gift is made into your fund.

Grants

Provides grant status and history for your selected fund at the top. Scrolling down provides an itemized list of grants.

Grant Requests (For Donor Advised Funds Only)

Recommend a grant from your donor advised fund in any of these ways:

Select an organization to whom you have previously granted
Use the “search for other grantees” feature to connect with a complete list of organizations that have 501(c)3 with the Internal Revenue Service
Manually enter information of your recommended organization

You will receive an email when a grant is made from your fund.