As a Community Foundation of Southeast Kansas fundholder, you now have access to an online fund-advisor portal where you can find information about your funds and even submit grant requests!
You can log in to the fund-advisor portal 24/7/365 by clicking the button below or the “Fund-Advisor Portal” link in our website footer.
Getting started with the fund-advisor portal
CFSEK staff will email you a login name and a link to access your fund-advisor portal. Click the link, and you will be prompted to create your own password to the fund-advisor-portal site. Once you’ve created your password, navigate to the Login page, enter your credentials, and log in.
Navigating the fund-advisor portal
When you first log into the fund-advisor portal, you will be taken to a Fund Summary page if you serve as advisor for just one fund. If you serve as an advisor for multiple funds, you will be taken to a list of all the funds for which you serve as advisor. Select the fund with which you wish to interact.
Portal layout
The portal has two—and sometimes three—navigation menus.
1. Select a portal
In the top right, you can switch between different role-based portals or log out. For now, only the Funds portal (for fund advisors) and the Profile portal are available.
Use the Profile Portal to update your profile information
Click the Profile link at the top of the page to edit your login, email address, mailing address, or telephone number. Additionally, you can change your password and enable two-factor authentication to make your account more secure. Be sure to click the Save button to save your changes.
2. Main navigation: select a section
The main navigation menu now runs vertically down the left sidebar on desktop.
You’ll find the following information in the following sections:
- Fund Summary. The Fund Summary shows basic information about your fund, including its current balance and, if it’s an endowment, its spendable balance. It also provides a list of the 20 most recent donations to and grants from your fund.
- Donations. The Donations sections includes a list of all donations to your fund. You can click on a donor’s name to see all his or her contributions to your fund.
- Outgoing Grants. The Outgoing Grants section lists all grants made by your fund. It is split into multiple subsections, including Grant Summary, Grant History, and Recurring Grants.
- Request A Grant. If you are authorized to recommend grants from your fund (for example, if it is a donor-advised fund or an agency fund), this section enables you to do so online. See below for more information about submitting a grant request.
- Vouchers. You likely won’t have access to this section; it’s only used for a handful of funds.
- Invoices. You likely won’t have access to this section; it’s only used for a handful of funds.
- Resources & Documents. This section contains formal and financial records for your fund. It is split into multiple subsections, including Fund Statements, Files (which includes files we’ve specifically uploaded to your fund record, such as the establishing document), Financials, and Investment Reports.
- Donate. The Donate link opens our online Giving Hub, where you can donate to any of our charitable funds. Some of our funds are not normally publicly listed in the Giving Hub, but if you are an advisor for such a fund and you are signed into the Portal, you will be able to see the fund listed.
You will recognize some of these from the old Fund Advisor Portal, where the main menu ran horizontally across the page just above the main content, but some of the sections you’re used to seeing have been renamed or grouped with other features. Here’s a comparison:
| Old Portal Tab Name | New Portal Section |
|---|---|
| Overview | Fund Summary |
| My Homepage | [Click “Funds” at the top of the page] |
| Gifts | Donations |
| Outgoing Grants | Outgoing Grants |
| Make A Grant | Request A Grant |
| Files | Resources & Documents |
| Donate | Donate |
| Financials | Resources & Documents |
| Logout | [Click “Logout” at the top of the page] |
3. Select a subsection
Finally, some sections are subdivided into multiple subsections. When that’s the case, the subsection names appear as tabs just above the main content on the page.
Depending on your permissions, the following sections may be divided into the following subsections:
- Outgoing Grants
- Grant Summary
- Grant History
- Recurring Grants
- Resources & Documents
- Fund Statements
- Files
- Financials
- Investment Report
Coming soon
The Community Foundation will be gradually rolling out new features for the fund-advisor portal. Stay tuned to this page for updates!
Where is…? Comparing the fund-advisor portal with a fund statement
If you’re a newcomer to the Fund Advisor Portal but you’ve been receiving a paper or emailed fund statement for a while, here’s a look at where you can find the information you’re used to seeing:
Fund Activity Summary
No one place in the Fund Advisor Portal provides a fund-activity summary, but if you have access to your fund’s financial information, you can run a full Statement of Fund Activity in the Financials subsection of Resources & Documents.
Statement of Financial Position
You can generate a statement of financial position for a date you specify in the Financials subsection of Resources & Documents.
Statement of Fund Activity
You can generate a statement of fund activity for a period you specify in the Financials subsection of Resources & Documents.
Donations Received
You can view recent donations received in the Fund Summary. To view a list of all past donations, visit Donations.
Grants Awarded
You can view recent grants awarded in the Fund Summary. To view a list of all past grants, visit Outgoing Grants.
Submitting a grant request online
One of the most exciting features of the Fund Advisor Portal is the ability to submit grant requests through the portal itself. This functionality is available day and night, including on weekends and the holidays when the CFSEK office is closed. Here’s how it works:
Step 1. Click Create Grant Request
The Create Grant Request button is available in multiple places throughout the Fund Advisor Portal, but the most obvious is in the top-right of the Request A Grant section.
Step 2. Select a grant recipient
You’ll start by selecting a grant recipient in one of the following ways:
- Select a previous grantee or a CFSEK fund. Click the Previous Grantee or Fund button. Then, select the desired grantee or fund from one of the three dropdown menus.
- Search for an organization. Click the Search Grantee button. You can search for an organization using its name, city, state, or EIN. By default, your search will be limited to organizations CFSEK has given to in the past, but you can click the “Candid Results” button to view even more organizations.
- Manually enter a grantee’s information. Click the Manual Grantee button. At a minimum, enter the requested grantee’s name, street address, city, state, and ZIP code. You can also enter the organization’s email address, telephone number, or EIN.
Step 3. Enter grant information
After you select a grant recipient as described above, you will be taken to the Grant Request page, where you will see the following fields:
- Grantee. This will list the grantee you selected in the previous step.
- Description. You can provide a brief description (up to 255 characters) of the grant’s purpose.
- Amount. Enter the amount of your grant. Grant requests must be for at least $100.
- Anonymous. Check this box if you want the grant to be made anonymously. Then, neither your nor the fund’s name will be disclosed to the grantee.
- Recurring. Check this box if you want to schedule a series of identical grants over time. If so, you will need to provide a start date, interval, and number of recurring grants.
- Attachment. Attach supporting documentation by browsing to the file or by dragging and dropping it on the page. For example, for agency funds, you can attach a copy of a board resolution authorizing the grant.
- Attachment Description. Enter details about any attached documents.
- Additional Notes. Enter any information that is important for CFSEK staff to know when processing your request. For example, you could note that your grant is in honor or memory of someone. You could also note that the grant is for a particular program or cause within a larger nonprofit or that it should be directed to a specific person or department.
Once you’ve entered the requested information, click “Add to Cart.”
Step 4. Review Grant Requests
The grant-request cart is a new feature of the Fund Advisor Portal introduced in April 2025. Unlike in the old system, in the new portal you add grant requests to a cart and then submit them all at once.
While viewing the cart, you can delete each grant request using the Delete button to the left of it or edit each using the Edit button to the right of it. If you’re ready to submit the cart, click the Review Grant Requests button in the top right corner of the cart. Then, click the Submit Grant Requests button at the bottom of the next screen.
Getting help
Having trouble accessing or using your fund-advisor portal? You can contact Joshua McCloud for assistance.
Last updated April 1, 2025.