Advisor Portal
Account access made easy.
Built for you
As a part of our commitment to service, the Community Foundation for Greater Atlanta is pleased to announce that our Fund Advisor Portal is becoming easier and more intuitive than ever before. As you know, the Fund Advisor Portal is your go-to online resource hub to do all of your grantmaking, access your fund statements, check fund balances and more!
This portal allows you to interact with your philanthropic funds via a secure, password-protected platform that’s mobile-friendly and easy to use.
The enhanced Fund Advisor Portal is now available! Need help signing up? Reach out to us at help@cfgreateratlanta.org for support.
Getting started
Our staff has worked diligently to migrate our database and is excited about intuitive functionality, but we know that any change can be challenging to navigate. As you explore the Portal, we anticipate that you may still have questions or need assistance, and we are here for you. To better serve you and to provide the latest information, we have developed a quick-reference guide and additional resources, which can be found below.
1. Creating your account
Please contact us at help@cfgreateratlanta.org to create your account.
2. Access the portal
To access the portal at any time, simply go to cfgreateratlanta.org and click “Fund Advisor Portal” in the upper right-hand corner of the homepage. Enter your username and password, and then select the fund you would like to review.
3. Landing page
The main screen provides an at-a-glance summary of the fund. You will also see the current spendable balance, updated in real-time, an overview of grants and contributions, and the current fund advisors will be indicated just below the balance. Note that each person listed as a fund advisor will have similar access to the Fund Advisor Portal.
4. Explore and use the portal
Log in to check the balance of your fund, recommend a grant, track contributions and disbursements made from your fund, and access fund statements.
Video Tutorials
Launching the Enhanced Fund Advisor Portal
Exploring the Fund Advisor Portal
Creating a grant request
Need help?
Our team is ready to help you.
Contact us at help@cfgreateratlanta.org or 770.759.3190 for support. Please allow up to one hour during business hours for a response, depending on call volume.
Frequently Asked Questions