Fund Portal
Oklahoma City skyline
Track your fund balances and donations in one place
Whether you’re a nonprofit looking to build your endowment or a donor wanting to contribute to a cause you care about, the OCCF Fund Portal can help you track your spendable balance, contribution statements and more.
The Nonprofit directory tab also includes a link to our online giving page to encourage gifts to a nonprofit organization’s endowment fund and shows matching opportunities to set goals and raise contributions to your nonprofit’s endowment even faster.
How to Log in:
Setting Up Your Password
Community Foundation staff will initiate your online access by sending you an email with a link to set up your password. This email will be sent from “no-reply@fcsuite.com” and will reference “Oklahoma City Community Foundation” in the subject line. Please follow the link to this website, where you will set up your new password. Your username and login credential will be the email address to which the email is sent.
- Follow the link in your email
- Set up your new password and record it in a safe place if needed
- Delete the email- it is only valid for one use
Accessing Fund Portal
Nothing will change with how you access your donor portal. You can still log in to Fund Portal through our website www.occf.org. You’ll find the “Log In” link in the top banner on our homepage.
If you forget your password, simply reset your password on the login page. If you need further assistance, email us at fundportal@occf.org.
Navigating Fund Portal
If you advise multiple funds, you will be presented with a list after your initial login. Simply select the fund you would like to review to start.
For Charitable Organization Endowment Funds, view funds through ‘Choose Fund’ to see them individually or through ‘Choose Group’ to see them together.
Once you select the fund you would like to review, you will be brought to the ‘Home’ page for that fund.
Tab Breakdown
Home
Contributions
You will receive an email when a gift is made into your fund.
Grants
Grant Requests (For Donor Advised Funds Only)
Recommend a grant from your donor advised fund in any of these ways:
- Select an organization to whom you have previously granted
- Use the “search for other grantees” feature to connect with a complete list of organizations that have 501(c)3 with the Internal Revenue Service
- Manually enter information of your recommended organization
You will receive an email when a grant is made from your fund.
Statements
Your quarterly statements will be housed here, starting September 1.
