A Better, More Streamlined Giving Experience
In the coming weeks, we will transition from our current system, Raiser's Edge, to a new platform powered by Foundant. This upgrade reflects our ongoing commitment to delivering a high-quality experience—and ensuring you have the tools and insights needed to support your giving.
While a transition of this scale takes time, we are committed to making the process as smooth as possible. Your fund remains safe and secure throughout, and our team will be here to support you every step of the way.
A Better, More Streamlined Giving Experience
This summer, we have transitioned from our previous system, Raiser's Edge, to a new platform powered by Foundant. This upgrade reflects our ongoing commitment to delivering a high-quality experience—and ensuring you have the tools and insights needed to support your giving.
While a transition of this scale takes time, we are committed to making the process as smooth as possible. Your fund remains safe and secure throughout, and our team will be here to support you every step of the way.
With this new experience, you can expect:
Tutorial Videos
What You Need to Do
- Access the New Portal Login Instructions through your email.
- Use the unique, personalized link in your Login Instructions email to create your secure account password.
- If you have any questions or need additional support, reach out to our team portalhelp@cftampabay.org or call Alexandra Porzillo at 727-777-5858.
- Review our Portal Video Tutorials to learn how to navigate the new portal.
What to Expect from the New Portal
FAQs
You will be able to access the current portal through June 15.
The new Fund Advisor Portal is expected to launch in late July.
You will receive login instructions once the new portal is available. We’ll share additional details as the launch approaches.
No—new login instructions will be provided.
Please contact our team and we will provide your fund balance and grant history for you.
Please contact our team and we will provide your fund statement.
The new system offers a more intuitive interface, enhanced reporting, and a streamlined grantmaking process.
We will provide tutorials, guides, and other resources ahead of launch to ensure you feel comfortable using the new system.
It may take up to a full day for the system to process each custom URL and send the auto-generated email. Check your Spam or Junk folder for an email from no-reply@fcsuite.com. If it doesn’t arrive within 24 hours of initiating this process, please email portalhelp@cftampabay.org or call Alexandra Porzillo at 727-777-5858.
To help you get started, please review the video tutorials listed at the top of this webpage. These tutorials are designed to help you navigate the portal and answer most basic questions. If you need additional assistance, please email portalhelp@cftampabay.org or call Alexandra Porzillo at 727-777-5858.
The personalized link in your welcome email is only used once to create your password. After you've set up your account, you can access the portal anytime using the username and password you created by clicking HERE.
For easy access in the future, we recommend bookmarking the portal in your web browser. You can also access it anytime by visiting our website and clicking Fundholder Login in the top navigation—the same way you used to access the previous portal.
Navigate to the portal login page and click 'Forgot your password' under the Login button. You will receive an email with instructions to reset your password. If you are still having trouble logging in, please email portalhelp@cftampabay.org or call Alexandra Porzillo at 727-777-5858.
- To recommend a grant from your fund, navigate to the Create Grant Request tab. When creating a new grant request, you'll have three options for selecting the organization you'd like to support:
- Previous Grantee: Choose from organizations your fund has supported in the past.
- Search Grantee: Search our database to see if the organization is already on file.
- Manual Grantee: Add a new organization if you can't find it using the previous two options.
Check your spam or junk folder first. If you still can't find it, contact Community Foundation Tampa Bay so your invitation can be resent.
Yes. The Portal is available 24/7 from a computer, tablet, or mobile device.
Navigate to Grants and select Create Grant Request. Choose Search Grantee to search Community Foundation Tampa Bay's database and Candid (GuideStar Charity Check). If the nonprofit doesn't appear, use the Manual Grantee option to enter the organization's information.
All contributions made to your fund appear in the "Donations To My Fund(s)" tab within the "My Fund(s)" page. You can also view any donations that you have made to your own fund, or any fund at Community Foundation Tampa Bay within the "My Donations" page.
Yes. Navigate to Grants > Grant History, locate the previous grant, and select Copy. You can update the description or amount before adding it to your Grant Request Cart and submitting it.
Use the Fund dropdown menu to switch between funds you have access to.
Current Balance is the total value of the fund. Available Balance reflects funds currently available after pending activity and administrative processes.
Yes. Use the Export button to download a CSV file.
Grant recommendations submitted by Tuesday before noon are generally processed during that week's grant cycle after staff review.
Use the Manual Grantee option if the organization doesn't appear in search results.
Yes. Add each request to your Grant Request Cart and submit them together when finished.
Yes. Eligible funds may set up monthly, quarterly, or annual recurring gifts.
Yes. You'll receive an on-screen confirmation and a tax receipt.
Eligible users can make a secure card donation through the portal by selecting the 'Donate' button on the "My Fund(s)" page, located next to the 'Create Grant Request' button.
Fund statements are posted quarterly.
From the 'My Fund(s)' page, navigate to the 'Fund Statements & Files' tab. Select the 'Files' tab to view a copy of your Fund Agreement.
From the 'My Fund(s)' page, navigate to the 'Fund Statements & Files' tab. Select the 'Fund Statements' tab to view and download your quarterly statements.
Yes. Navigate to the 'Profile' page by clicking the 'Profile' button at the top of the page. Within the 'Personal Information' tab, select 'Edit Information'. Community Foundation Tampa Bay staff will be updated of any changes.
Keeping your contact information up to date helps ensure you receive any important communications about your fund.
Navigate to the 'Profile' page by clicking the 'Profile' button at the top of the page. Within the 'Security' tab, select 'Change Username' in the right corner of the screen. You may also select 'Set Password' to update your password.
Yes. Select Change Username in the Security section.
Yes. Use the Donation in Memory or Honor option during checkout.
It is an optional contribution to help offset credit card processing fees.
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