The Fund Advisor Portal allows advisors to stay up to date with the funds they hold at the Marshfield Area Community Foundation. From the comfort of their home, advisors can quickly view their fund summary, donations received, pledges, grants, and important documents. Fund advisors can efficiently request grants through the portal.
New to the Fund Advisor Portal is more customized access to financial statements. Fund advisors can now create their own monthly, quarterly, yearly, or custom financial statements as well as access an up-to-date Statement of Financial Position whenever needed through the portal.
To create your own Fund Statement from your Home page:
Home > Resources & Documents > Fund Statements tab > click Manual Statements on the right.
To access your current Statement of Financial Position from your Home page:
Home > Resources & Documents > Financials tab > Statement of Financial Position > click on Today’s date.
As always, when creating a grant request through the Fund Advisor Portal, remember to upload all necessary documentation, such as invoices or receipts. If you, as a Fund Advisor, are requesting reimbursement, remember to have another advisor create this grant request.
We are happy to help with any questions!
Contact: info@marshfield.foundation