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.
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.
Statements
This tab allows you to view and download all current and historic fund statements.
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.
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.
If you are locked out of your account, click Forgot Password on the login page. Enter your username and click the Reset Password button. If an account with the provided username is found, instructions to reset your password will be sent to the email address for that account. If you are still having trouble, please contact the Greater Milwaukee Foundation at csuite@greatermilwaukeefoundation.org. Usernames are case sensitive in the donor portal.
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