Fund Advisor Portal

Welcome to the POISE Fund Advisor Portal!

As part of our ongoing mission to be a supportive, responsive and trusted Community Foundation, the Fund Advisor Portal provides timely access to important information about your fund.  We have assembled this quick-reference guide to introduce the basics of the Fund Advisor Portal.  As always, please know the POISE staff stands ready to answer any questions you might have.

Note: Certain features of the system pertain only to certain types of accounts

Fund Advisor Reference Guide

Establishing your password

POISE staff will set up your account in the Fund Advisor portal. Once the process has been initiated, you will receive an automated email from sender:  This message will provide instructions on creating a new password for your account. Note your username and password during this process. DO NOT use the link in this email to access the system after you have completed the set up.

Note: If you did not receive an email to access the system but would like a password, please contact POISE staff.

Accessing the portal

Access the portal anytime here: and enter your username and password. Select the fund you want to review, and then use the menu items in the screenshots below to navigate through the Fund Advisor Portal.

Navigating the portal

Login Screen – Visit from any web browser and most devices including smartphones and tablets to access the portal. Sign in with your unique username and password.


If you serve as an advisor for multiple charitable accounts, you will see the Choose Fund menu once you have successfully signed in.  Choose the particular account with which you wish to interact.

Note: If you are listed as an advisor for only one account, you will not see this screen.

This tab provides the detail for each gift received into your fund. Unless the donor has requested to remain anonymous, you will be able to view more detail about each donor by clicking his/her name. You can also click the "export" option on the far right side of the menu bar (as shown below) to export the details in an excel spreadsheet.

This tab provides detail on all grants and fund expenses paid out from your fund. The top section provides a summary of grants by recipient (grantee). Scroll past the summary section to see grants listed from most recent to oldest.

  • The word “Complete” in the Status column means the grant has been paid.

  • Other status indicators may appear throughout the grantmaking process, but please contact staff if you have questions about a grant being paid out.

Use this tab to submit grant requests to be paid.

  • The Grants Listing appears in the right half of the window.  Here you will find each grant recommended/paid from this charitable account listed in descending date order.  Look for the word “Complete” in the Status column to confirm a grant has been successfully paid.

  • The first portion on the left side of the screen is labeled Choose From Previous Grantee. You can recommend additional payments to any recipient previously paid from this account using this handy tool.  Use one of the options below to recommend grant payments to new recipients not previously paid from this particular account.

    • Search for Other Grantees - This box queries the complete list of nonprofit organizations holding current 501(c)(3) tax-exempt status with the Internal Revenue Service.  

    • Enter Grantee Information Manually - the last section allows you to manually enter the information we will need to process your grant recommendation.  The fields marked with a red asterisk are required; providing all the requested information allows us to ensure your grant recommendation is processed as accurately and efficiently as possible.

Your fund statements will appear under this statement tab. All of your past fund statements generated in Community Suite will be archived here as well.

  • Note: By default, each advisor with an email address will receive their scheduled statements via email. If you would prefer a paper statement instead, please let us know.

** Coming Soon **

Documents related to your fund will be stored here (ex. fund agreement).

Fiscal Sponsor funds can use invoices to make a request for a payment, and use vouchers to see the status of the payment