Access Your Fund

Your new and upgraded donor portal is here!

Donor portal login

Greater Milwaukee Foundation fund advisers can manage and monitor their funds through our online donor portal. Check your email for account activation and login instructions. The donor portal allows users to view past contributions and grants, make grant recommendations, access fund statements, generate tax receipts, update contact information and more.

How to use the donor portal

If you are a fund adviser for one fund, you will be directed to the home page of that fund. If you serve as a fund adviser for multiple funds, you will see the Choose Fund menu once you have successfully signed into your donor portal. Select the fund which you wish to interact.

Once you are on a fund's home page, you can select the tabs at the top of the page to review informational areas that are available to you as the fund adviser. Below is a summary of information for each tab.

Home
This tab shows a summary of the fund's current balance plus the spendable balance, if applicable. Total contributions, grants and scholarships are listed as well as fund advisers. 

Choose Fund
This tab is visible only if you are a fund adviser to multiple funds.

Contributions
This tab shows all contributions or donations to the fund. Click on a contributor's name to bring up their contribution history. Soon, you will be able to make gifts through the portal.

Grants
This tab shows the grant history of the fund. Files related to the grant may be located in the grant details. 

Grant Request
This tab is a form that allows fund advisers to make a grant request from the fund.

• A list of grant requests to be paid out along with their current status is available. Grants in request status can be canceled from this screen.
• Grant requests can be created.
• Previous grantees and funds that you have given to can be selected from the drop-down lists.
• You can search for other grantees by using the search box. Enter keywords and then click the Search button. The system will search GuideStar for organizations containing the keywords you used. The more keywords used, the better the search results will be.
• GuideStar is an information service specializing in reporting on U.S. nonprofit companies.
• You can manually enter a new nonprofit or grantee by filling in the name, address, zip code and phone number. These are required to move the request to the Greater Milwaukee Foundation for approval.
• Once the grantee information has been added, repeat the process for any additional grant requests. Click the Submit button once all requests have been entered.

Statements
This tab allows you to view and download all current and historic fund statements.

• If you choose to print statements, the system will generate a PDF that you can save or print
• Updated statements for the previous month are typically available by the last Friday of every month.

Receipts
This tab allows you to generate tax receipts for donations made to any fund.

Logout
Use this tab to close your current login session on the donor portal.

Want to change your profile information?

Click the Profile link in the upper right area of your donor portal. Click the Edit button to change your login information, address, email or phone, and add a note about the changes you are making. Additionally, you can change your donor portal password and enable two factor authentication when logging in. Click the Save button to keep the changes.

Donor portal login