Donor Portal User Guide
The donor portal is your secure online platform to manage your charitable fund.
Log in to the Donor Portal
Create the right giving account for your philanthropic goals and enjoy the benefits of local expertise and impact.
Watch Your Orientation Video
Choose your fund type’s video for a demonstration on navigating the donor portal.
Your Secure Fund Management Platform
Depending on your charitable fund type and level of access, you can use the donor portal to:
- View your fund’s activity
- View fund balances and quarterly statements
- Make grant requests (as applicable)
- Update your contact details, including address and phone number
To contribute to your charitable fund via credit card or bank transfer, click the Donate button in the donor portal or use the search feature on our donation portal.
Getting Started
Our staff will initiate your account and send you an email with simple steps to activate your account and log in to the donor portal for the first time, including creating a password.
- Username: Your username is your email address, written entirely in lowercase letters.
- Password: We recommend your password be at least six characters long, and include a mix of lowercase letters, uppercase letters, and special characters or numbers.
Logging In
To access the portal, visit sacregcf.org and click on the Donor Portal button at the top navigation. This will take you to the login screen where you enter your username and password.
Locked out? If you ever have trouble remembering your password, click Forgot Password on the login page. Enter your email username and click the Reset Password button. If an account with the provided email is found, instructions to reset your password will be sent to that address. If you’re still having trouble, please contact our team.
Navigating the Portal
The Summary tab of your Fund Management page provides an at-a-glance list of recent contributions received into the fund and grants recently paid out of the fund. You can also see the live, updated balance, less investment returns and fees for the prior month). Use the menu along the left-hand side to manage your fund. Depending on your level of access to the fund you’re viewing, you have several options:
- Contributions: Provides information regarding gifts received into the fund. Clicking on a Contributor’s name brings up their contributions.
- Grants: Offers more detail about all grants distributed from this fund.
- Grant History: This tab displays an itemized list of grants paid in descending order.
- Recurring Grants: Manage recurring grants, if any, in this tab.
- Giving Catalog: If a Giving Catalog is open, you can access it from this tab.
- Request New Grants (visible for fund advisors with granting privileges): Use this tab to recommend a grant from your fund and see the status of new grants as they move through our internal processes.
- Statements & Files: Quarterly statements related to the fund are archived here.
- Statements: Click View next to the quarterly fund statement you’d like to see.
- To generate a statement for a custom period of time, click Manual Statement, and note that manual statements may not show complete activity for periods that have not yet closed, including investment results.
- Files: Important documents related to the fund are archived here, accessible to you and other fundholders with access to the fund.
- Statements: Click View next to the quarterly fund statement you’d like to see.
- Receipts: Stores tax receipts for donations made to any Foundation fund by a fund advisor. To enable this tab, please contact us.
In addition to the Fund Management tab, access the Profile tab at the top of your screen to update your contact details, change your password, or enable two-factor authentication for your account. Click the Donate button and follow the prompts to make a contribution to your charitable fund via credit card or bank transfer.
Recommending a Grant
The portal makes it easy for fundholders with Donor Advised Funds and Nonprofit Funds to recommend grants. After you submit a grant request, our team performs due diligence and processes your grant; once your grant has been paid, you will receive an email notification.
We typically process grant requests twice a month. To ensure your request is included in the current round, please submit it by 5 p.m. on the first or third Monday of the month.
To direct a grant from your fund, click the Request New Grant tab on the navigation menu, then click the Create New Grant button.
- Once you select a grantee using one of the three options listed below, new fields open on the screen, allowing you to enter additional information. Please indicate any grant purpose on the Description field; if left blank, the grant will be unrestricted. You will also have the option to review the grant request and make edits before submitting it for processing.
- Previous Grantee: Recommend payments to any recipient previously paid from this fund using this tool. You can also use the Other Foundation Funds drop-down list to easily make a grant from your fund to support other charitable funds at the Sacramento Region Community Foundation, including our Impact Fund.
- Search Grantees: This box queries the complete list of nonprofit organizations that have received grants from the Foundation in the past.
- Manual Grantee: This section allows you to manually enter the information we need to process your grant recommendation. Providing all of the requested information allows us to ensure your grant recommendation is processed as accurately and efficiently as possible.
- A listing of your new and most recently requested grants displays on the Request New Grant tab. If a grant request hasn’t yet begun being processed by our team, it will be marked “Request” and you may click the Cancel button to cancel the request.
Can we assist? We’re happy to help you become familiar with the donor portal. Please contact us at any time with questions.
Absolutely! We offer several secure methods of giving to your fund, including online donations via credit card and through a bank account transfer. See Ways to Give.
We understand that Fund Advisors may occasionally need to be changed on your account. If changes are needed, please complete the Update Contact Information form or have a current fund advisor email contact our Philanthropy Team to request updates.
Some contributions to funds have notes specific to the transaction, but most do not. Do not be concerned if that space is blank.
Once you have selected the grantee, new fields will appear where you can enter additional information, including the grant amount. Please enter any grant purpose in the Description field; if left blank, the grant will be unrestricted.
Attaching a file is completely optional, and you may never need to use that function at all. Sometimes people like to include information provided by the grantee organization that might give our team additional detail about the grant – like a letter or a flyer.
Donors with Donor Advised Funds can support an initiative of the Sacramento Region Community Foundation — like the Impact Fund — by visiting the Request New Grants page and using the Other Foundation Funds drop-down list to select an initiative to support.
Submitting a grant request through the online system does not complete the transaction. It sends a message to our grants team that you would like the grant to be processed—and we’ll get going on it! If you’d like to confirm the request was sent, scroll down the Grants Request page to see a list of recently requested grants, where your latest grant will be listed with “Pending” status.
If the grant is still in “Pending” status in the list at the bottom of the Grants Request page, you can click “Cancel” to remove the grant request. Then, start over with a new request. If the grant has already been processed, please give us a call so we can do our best to assist you.
If you have a question that is not answered here or in the system instructions, please contact our Philanthropy Team.
Your Philanthropy Team
We’re here to help you give with confidence.
