Your homepage is a quick snapshot of your fund’s most recent activity. This tab shows your fund’s current balance, all fund advisers, recent contributions, and recent grant history. Note that each Fund Adviser listed will have similar access to the Fund.
Access your fund
Greater Milwaukee Foundation fund advisers can manage and monitor their funds through our online donor portal. 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. Contact a member of the development and philanthropic services team for help setting up your account.
How to use the donor portal
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.
Allows you to see and dive into your historical giving.
Shows your grant history with options to dive into your historical grants.
Allows you to make a grant request from your fund and see recent grant statuses.
Note: Online grant requests are only available to Donor-Advised Funds at this time.
Shows your fund statements. Next to the fund statement you wish to view, click “Print” and the system will generate a PDF in a new window that you may view, save, or print.
Opens a new window for you to contribute to your fund, or other funds managed at the Foundation. You may also set up a recurring donation.
Remember to use the “Logout” tab to close your Donor Portal. You will be automatically logged out after a period of inactivity even if you do not log out.
Donor portal login and password reset
- Your username is your email address. Usernames are case sensitive.
- 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 Foundation at csuite@greatermilwaukeefoundation.org.
Want to change your profile information?
- 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.