If you’ve been a fundholder for a while, here’s a look at where the information presented in GKCCF’s fund statements can be found in your new fund-advisor portal. Through the end of 2022, the Greater Kansas City Community Foundation’s Greater Horizons program managed CFSEK’s back-office work, including preparing our fundholders’ quarterly fund statements. Stay tuned to this page for updates! Where is…? Comparing the fund-advisor portal with a legacy fund statement The Community Foundation will be gradually rolling out new features for the fund-advisor portal, including a new online-donation system and an investments tab so you can see more information about how your funds’ assets are invested. Be sure to click the Save button to save your changes. Additionally, you can change your password and enable two-factor authentication to make your account more secure. We expect to add more features over time, so keep checking this page to stay up on the latest! Updating your profile informationĬlick the Profile link above the navigation tabs in your portal to edit your login, email address, mailing address, or telephone number. Use this tab to exit your current session on the fund-advisor portal. Financials. On this tab, you can generate a statement of financial position or statement of activities for your fund using a date you specify.Initially, this will include your fund’s establishing document, investment-recommendation form, and copies of your pre-2023 quarterly fund statements. The Files tab allows you to view and download any files that have been uploaded to your fund’s record. See below for more information about submitting a grant request. If you are authorized to recommend grants from your fund (for example, if it is a donor-advised fund or an agency fund), you will see this tab enabling you to do so online. You can click on a grant’s ID number to see more detail. This tab shows the grant history for your fund. You can click on a donor’s name to bring up his or her contribution history. This tab shows all contributions to the fund. If you are a fund advisor for other funds, this tab will let you switch between them. Other information may be summarized, followed by a list of recent gifts to the fund and grants by the fund. This tab shows a summary of your fund’s total current balance and, if your fund is an endowment, its spendable balance. Below is a summary of the information presented on each tab: Once you are on a fund Overview page, you can select the tabs at the top of the page to review the different types of information that are available to you.
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