Learn about the new online gateway to your fund
On Friday, October 8, we launched a new fundholder portal, your online tool for managing your charitable fund at the Sacramento Region Community Foundation or one of our affiliates, Lodi Community Foundation and Yolo Community Foundation.
This new portal comes to you as a result of a significant upgrade we have made to the Foundation’s operating system, and we want to ensure you are fully informed about the transition. Please refer to the information provided below and review our Donor Portal User Guide for further details.
Just as you experienced with DonorCentral, the new fundholder portal will continue to be a convenient, reliable, and secure way to manage your charitable fund online. You can view your fund's balances and financial history, and access funding opportunities and important documents relevant to your giving.
If you have the ability to recommend grants from your fund, you will also continue to make grants using the portal. In addition, you will be able to view the status of a grant you have recommended and receive electronic notification when your grant is paid, thereby reducing the environmental impact of mailing grant letters.
The process is simple: On Friday, October 8, we sent you an email from “Sacramento Region Community Foundation” at “email@example.com" with a unique link to activate your account, set up your password, and log in. (Don't see that email in your inbox? Please contact us and we will resend it.)
Once your account is activated, you are able to interact with your fund 24 hours a day via the secure, password-protected platform. Your live, updated fund balances (less investment returns and fees for the prior month) are easily viewable, and you can review all pending and completed grants made from your fund (as applicable).
If you have questions, please don't hesitate to contact our Director of Donor Engagement, Chelsea Fahr, at firstname.lastname@example.org or (916) 921-7723 ext. 2021. We are always happy to help!
The experts on our Fundholder Services team are happy to answer any questions you may have about supporting the causes you love through your fund at the Foundation.