Welcome to the POISE Portal! As part of our commitment to being a supportive, responsive, and trusted Foundation, the Portal provides convenient access to key information about your fund. This guide will introduce you to the basics of the Portal. If you have any questions, the POISE staff can assist you.
Note: Certain features of the Portal may be specific to certain account types.
Select “Login with username/password” and enter your existing credentials. Depending on the strength of your password, you may be prompted to create a new one.
Upon logging in, you will see all of the funds you advise. Select the relevant fund to view its details.
After logging in, you can explore the tabs on the left side of the page to access the following:
The Fund Summary tab provides:
If you manage multiple funds, a drop-down menu will allow you to switch between them easily.
The Donations tab lists all individuals who have donated to your fund.
The Grants tab displays both historical and recurring grants. You can also edit or cancel grants as needed.
The Make a Grant Request tab allows you to request a grant from your fund.
Once the grant request form is complete, click Submit.
The Invoices/Vouchers tab provides detailed information about invoices submitted and/or vouchers paid by the fund.
The Resources and Documents tab provides access to:
If you have questions about your fund statements, please reach out to POISE at info@poisefdn.org
The Donate tab directs you to the Giving Hub, where you can explore and contribute to other funds at the Foundation. Click here to go directly to the Giving Hub.
You can update your personal information in the portal. Click the profile icon in the upper right-hand corner, then proceed to edit the information. Any changes made in the portal will be reflected in the Foundation’s internal records.
*If you need to update your primary email, please reach out to the Foundation at : info@poisefdn.org
**Please consider adding your philanthropic interests to the profile section of the portal. This will allow us to contact you to share potential giving opportunities that match your interests!
No. If you want to update details for the fund, such as adding an advisor, please contact POISE Foundation at info@poisefdn.org.
You can check the status of the grant in the Grant Request tab of the portal. Additionally, you should receive an email grant confirmation once the grant has been posted and sent to the grantee.
Grant recommendations are usually processed within 7-10 business days. Occasionally, it is necessary to adjust this timeline due to holidays or other one-time occurrences.
All fund advisors will receive an email notification when a grant is posted and paid. If you do not want this notification, please contact POISE Foundation. In addition, you can always check the status of a grant in the portal.
The new portal is compatible with most devices that can access the internet through a web browser. However, there is no separate app for the system.
*Google Chrome is the most compatible browser to use with the portal.
Currently, tax receipts are not available in the portal. The system automatically emails a tax receipt when your gift is processed. If there is no email on file, a receipt is sent via USPS. Please email POISE at info@poisefdn.org to receive a new copy of a tax receipt.
To make your portal experience as secure as possible, we recommend the following steps:
Donations made via credit card will be processed immediately. For donations made by check, please allow up to ten business days for processing. During peak times, such as the end of the calendar year, processing may take longer than usual.
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