Welcome to the new Fund Portal
The Community Foundation of Muncie and Delaware County is pleased to introduce the Fund Portal, where donor advisors and other fund representatives can access key information and activity related to their fund. This portal is meant to extend our relationship with you. Please do not hesitate to reach out to Foundation with any questions you may have.
Note: Certain features of the system pertain only to certain types of accounts. For example, only Donor Advised Funds will have access to recommend grants and distributions.
Establishing your password
Foundation staff will set up your account in the Fund Portal. Once the process has been initiated, you will receive an automated email from sender “firstname.lastname@example.org” 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 Foundation staff.
Accessing the portal
Access the portal anytime here: https://cfmdin.fcsuite.com/erp/fundmanager 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 Portal.
Navigating the portal
Login Screen - Visit https://cfmdin.fcsuite.com/erp/fundmanager from any web browser and most devices including smartphones and tablets to access the portal. Sign in with your unique username and password.
For individuals who are connected to multiple funds
If you are connected to multiple funds, you will see the “Choose Fund” menu once you have successfully signed in. Choose the particular account with which you wish to interact. If you are listed as an advisor for only one account, you will not see this screen. At this time, only donor-advised funds, designated funds, and scholarship funds are featured in the Fund Portal.
The main screen provides an at-a-glance list of recent gifts and grants paid out of the fund You will also see the current balance, updated in real-time (or within 48-hours) and the current individuals associated with your fund. Note that each person listed will have similar access to the Fund Portal.
Keep in mind that investment returns are only posted monthly and administrative fees quarterly, so your fund statement is still the most accurate picture of your fund's status.
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.
Complete marking in status column means 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.
Individuals with donor-advised funds may use this tab to submit grant recommendations.
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 grants 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.
Access detailed Grant Requests instructions here
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. You will receive an email when you are scheduled to receive a fund statement letting you know that your fund statement is ready to view or print. Fund statements are issues twice per year.
Documents related to your fund will be stored here (ex. fund agreement). Not all files are currently visible, but we are working to get these added to your portal.