Fundholder
Portal
Resources
Guides and resources for creating your account and navigating the Community Foundation’s new Fundholder Portal
What You Can Do in the Fundholder Portal
Our Fundholder Portal is designed to make it easy for you to manage your fund and stay connected with your giving.
With a secure login, you can:
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Check your balance anytime – See up-to-date fund balances and activity.
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Download statements – Access quarterly fund statements whenever you need them.
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Recommend grants online – Use a simple shopping-cart style tool to make a grant request. There is an option to make the request recurring for a month, quarterly or annually.
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Track your activity – View a full history of your contributions and grants, with the option to search or export records.
Important Things to Know
Grant Request Timing and Payment Information
When scheduling or submitting a grant request, please allow 15–30 days for processing and payment. This lead time allows our team to complete due diligence, approval, and payment steps.
Grants of $1,000 or more are typically sent via ACH (direct deposit) for faster, more secure delivery. Payments under $1,000, or those requiring special handling, may be issued by check.
If you have a specific reason to request a check instead of ACH, please note this when submitting your grant request.
Grant Request Date vs. Grant Payment Date
The grant request date is the day you submit your grant recommendation through the Fund Advisor Portal. This marks the start of the grant processing period, during which our team reviews and prepares the grant for approval and payment.
The grant payment date is the day the payment is issued—either when a check is mailed or when an ACH transfer is sent to the recipient organization.
Please keep in mind that payments are typically made within 15–30 days after the grant request date.
Glossary of Terms
The world of charitable giving sometimes comes with terms that may feel unfamiliar. We’ve put together this glossary to help you navigate common words and phrases you might see in your fund statements, our materials, or the Fundholder Portal.
Whether you’re new to the Community Foundation or a longtime donor, this guide is here to make everything simple and easy to understand.
501(c)(3)
A nonprofit organization recognized by the IRS as tax-exempt. The organization may be a public charity, private foundation, or private operating foundations.
There are restrictions for granting to private foundations through The Community Foundation of West Georgia.
Advisor (Fund Advisor)
The person designated for a fund who can recommend grants and manage changes such as change advisors, give grant request access, change the name of the fund, view fund activity and get fund statements.
Asset
Cash and stock. Other resources, such as property, art, etc.,
Bequest
A gift left to the foundation or a fund in a will or estate plan.
Grant
Money given to a nonprofit organization for charitable purposes.
Grantee
The nonprofit that receives a grant.
Portal (Fundholder Portal)
An online system where fundholders can log in to view balances, make grants, and track activity.
Spendable Balance
The portion of a fund that is available to grant at any given time.