Supplementary Materials

The Community Foundation has partnered with Foundant to provide a portal for fundholders to manage their funds. From the portal, fundholders can view current balances, fund statements, donation histories and grant histories, as well as recommend grants.

Fundholders will receive an email invitation from the Community Foundation with a link to create an account on the portal. If you have not received any email invitation, please email funds@foundationhoc.org for assistance.

New Features and Services

Key Feature

Online Grant Requests

The portal has a "shopping cart" feature which allows you to submit multiple grant requests all at one time.

Key Feature

Monthly Fund Statements

Fund statements will now be published to the portal monthly, where they can be downloaded and printed on demand.

Key Feature

Current Fund Balances

Check your fund's real-time balance and dollars available for granting on your fund's homepage in the portal. 

Key Feature

View Gift & Grant History

Your fund's complete donation and grant histories can be viewed, searched and exported at the touch of a button. 

Key Feature

Real-Time Activity Updates

Fundholders will receive emails when grants are processed and can opt-in to receive notifications each time a fund receives a donation. 

Key Feature

Make Online Donations

Give a credit card gift to your fund or others at the Community Foundation  using the online donation form.

(6 Total)
Key Feature
Online Grant Requests
Online Grant Requests
Key Feature
Monthly Fund Statements
Monthly Fund Statements
Key Feature
Current Fund Balances
Current Fund Balances
Key Feature
View Gift & Grant History
View Gift & Grant History
Key Feature
Real-Time Activity Updates
Real-Time Activity Updates
Key Feature
Make Online Donations
Make Online Donations
New Features and Services

Resources

Instructions - Portal Overview
Instructions - Requesting A Grant
Instructions - Fund Donation History
Instructions - Fund Grant History
Instructions - Fund Scholarship History
Instructions - My Donations
Instructions - How to Read Your Fund Statement
Video Tutorial - Grant Requests
Video Tutorial - Fundholder Portal Overview
Questions? Let's get in touch!

Questions? Let's get in touch!

Elyssa Arnone-Earl
Development & Fundholder Engagement Strategist
Email Call
Community Foundation
2608 Genesee Street
Utica, NY 13502

Hours

Mon
8 AM - 5PM
Tue
8 AM - 5PM
Wed
8 AM - 5PM
Thu
8 AM - 5PM
Fri
8 AM - 5PM
Sat
8 AM - 5PM
Sun
8 AM - 5PM