Fund Advisor Login

Fund Advisors with access to our Fund Advisor Portal may use the button below to sign in to your account. If you have not received a username and password but are a documented advisor for one or more charitable funds at CFFGR, please email Alice Clements for assistance.

In the Fund Advisor Portal you can:

  • View current fund balance
  • Download monthly and quarterly fund statements
  • View contributions to and payments from your fund
  • Make grant requests to a nonprofit, grantee, or fund