Welcome to the Fund Representative Portal!
As part of our ongoing mission to leverage the generosity, talent and commitment of our residents to build a stronger, more caring and inclusive community, this system provides timely access to important information about your fund. This quick-reference guide will introduce you to the basics of the Fund Representative Portal.
Please note, if you are looking for the grant portal, you can go to that system here>>
Fund Representative Reference Guide
To log in for the first time, please use the username that the Foundation provided to you. Click on “Forgot my Password” and follow the prompts to set up a new password.
Access the portal anytime. Once logged in, you will be able to access the following information:
- Main Screen – If you only have access to one fund, you will be directed to the “Fund Summary” information automatically. If you have access to multiple funds, you must select which fund you want to view. Click on the name of the fund.
You can then view more detailed information by clicking on the tabs on the menu on the left:
- Fund Summary – See an at-a-glance dashboard of recent fund activity (donations, grants and the fund balance).
- Donations – Shows all contributions or donations to the fund.
- Grant History – Shows a summary of grants made from the fund, or you can see a more detailed history of grants.
- Recent Grants & Grant Requests – If you have income available for granting, you may request a grant here, and view recent grants made from your fund (if applicable).
- Vouchers – some historical grants might display here (if applicable).
- Invoices – some historical donations might display here (typically donations made via the Canada Helps donation page).
- Fund Statements & Files – Click on “Fund Statements” at the top to see posted fund statements. Please note that it can take 6- 8 weeks for a month’s statements to be posted. Click on “View” next to the file you want to open. Then follow the prompts to save or print the PDF file. Click on “Files” at the top to see any relevant files that we may have uploaded to your fund record.
- Donate Now – This tab brings you to a list of all funds held at the West Vancouver Foundation. From here you can search for a fund and donate by following the prompts.
At the top of the Portal, you can click on “Profile” to view the contact information we have on file. Please notify us if any changes to this information are required.
Click on “Security” to change your username or password, or to enable two-step authentication for logging in.
FAQ
- Password Issues – If you don’t remember your password, please select the ‘Forgot Password’ option on the login screen.
- Donations Missing – Donations made in past years, via Canada Helps, will appear on the Invoices tab. All others will be on the Donations tab.
- Recent Statements – Once statements are finalized and the Finance Committee approves them, they will be accessible on the Portal. Please note that this can take 6-8 weeks.