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Fund Advisor Portal

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Welcome to the Web Portal

There is currently no Organization Admin for the organization you selected.   Click Cancel to select the Organization Admin role, otherwise select Continue.
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Account Information

First Name *           Last Name *
Email Address *
Password *
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Portal Access*
Fund Advisor Access and manage funds, grants, grant recommendations and gifts
*Access requires approval.  You will be notified when approved.

Organization Information

Search Tips
  • Search by the organization's legal name
  • The best was to get a match is to use a short, but uncommon, part of the organization name
  • Don't use extraneous words like "the" or "a"
  • Check your spelling
  • Try using different spellings and/or abbreviations
Search approved organizations by name     

Select an organization from the search results or select 'Create a new organization'
*

New organizations must be approved before you can use them to log in

Organization *
Tax ID Tax ID help *
Address (line 1)
Address (line 2)
City *
State *        Zip
Phone # *
Website

Personal Information

Address (line 1) *
Address (line 2)
City *
State *           Zip
Primary Phone # *           Phone Type *
Secondary Phone #           Phone Type
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