Fund Portal — Mt. Pleasant Area Community Foundation

Mt. Pleasant Area Community Foundation

For good. For ever.

306 South University Avenue Mount Pleasant, MI, 48858 United States

(989) 773-7322

Our mission is to enhance the quality of life for all citizens of Isabella County, now and for generations to come, by attracting and holding permanent endowed funds from a wide range of donors, addressing needs through grant making and providing leadership on key community issues.

Fund Portal

Fund representatives/advisors have the ability to access fund information online through our Fund Portal. Within the Portal, fund managers can easily check a fund’s balance, view and download fund statements, track grants, add to a fund, and more. The Portal is available 24/7 from anywhere, on any device.

Logging into the Fund Portal for the First Time

Navigate to our website at mpacf.org and select Funds on the top menu of the homepage. From this drop-down, select “Fund Portal.” Fund representatives will log in with your primary email and authenticate with a PIN. If you are logging in for the first time, enter your email address and you receive a PIN to verify your email. Note this code is only active for 3 minutes so do not delay entering it into the system. Once you enter your code, you will log into the system.

 If you are logging in for the first time, you can either decide to use your email and receive a pin to log in every time to the system or set up a username and password. These options will remain on the initial login page.

 (Current fundholders can select “Login with username/password” on this page to log in with their current credentials. You may be prompted to create a new password depending on how strong your password is.)

 

For Individuals with Multiple Funds

If you represent multiple funds, you will see all the funds you advise listed on the home page of the portal. Choose the fund with which you wish to interact. If you are listed as a representative for only one fund, you will go directly to the homepage for that fund.

Tab Selections

Once you have logged in, you can select the tabs on the left-hand side of the page to review the different areas available to you as a Fund representative. As a reminder, depending on the type of fund that you manage at the Foundation, not all the following tab selections may be available to you.

  • Fund Summary Tab - This tab provides the fund’s current balance, spendable balance, total grants and contributions as well as a series of charts to see the fund’s activity visually. 

  •  Donations Tab - If applicable, this tab shows the details for each gift received into the fund. Unless the donor has requested to remain anonymous, you will be able to view more details about each donor by clicking their name. You can also click the “Export” button on the right side of the screen to export the details into an Excel spreadsheet for your records.

  • Grants Tab - 

    • The top menu will show 3 options to learn more about the grants from the fund: Grant Summary, Grant History, and Recurring Grants.  This tab provides details on all grants distributed from the fund. 

    • Grant Summary which lists total cumulative grants by grantee.

    • Grant History lists each grant made from the fund, starting with the most recent.

    • Recurring Grants lists any recurring grants associated with the fund. By selecting the individual recurring grant, the option to edit the recurring grant will appear on the right-hand side.

  • Grant Recommendations/Requests Tab -

    • As a Fund representative, depending on the type of fund, you may be able to make grant requests from the fund by clicking on the “Grant Request” Tab. To request a grant, first select the Create Grant Request button, then follow the prompts to submit your grantmaking request.

    • Regardless of how you choose to submit your grant, once the grantee information has been added, you can complete the request by filling out the remaining details of the grant request. A MPACF team member will follow up with you.

  • Resources and Documents Tab - This tab is available to review current and previous fund statements dating back to September 2020. If you would like to see a statement before that time, please ask your fund liaison. For agency fundholders, this tab will also display files related to the fund’s authorized users.

  • Donate Tab - The Donate tab allows you to contribute via credit or debit card to any listed funds at the Foundation. By clicking this tab, you will be redirected to our website’s Giving Hub and invited to select the fund you want to contribute to.