Donor Portal FAQs

1. Go to the Donor Portal Login page
2. Click “Register for a new account”
3. Enter the required fields marked with an asterisk [name, address, email, phone number, etc.] by clicking through via the “Next” button.
4. After you register, a confirmation page displays that OCCF has received your new user registration request. Your request will be reviewed for approval by an OCCF team member; this can take approximately 1-3 business days. You will also receive an automated email confirmation. You will also receive an automated email confirmation from help@oc-cf.org with “OCCF Donor Portal – Confirmation of your Account Request” in the subject line. If you do not receive the automated email, please contact our team.
5. Once your registration has been approved, you will receive an automated email from sender help@oc-cf.org with “Welcome to the OCCF Donor Portal” referenced in the subject line. The automated email will instruct you on the simple steps to activate your account and log in for the first time, including creating a password.

Username: Your username is your email address (the email address associated with your fund).
Password: Your password must be at least eight characters long and include a mix of lowercase letters, uppercase letters, special characters, and numbers.

To access the portal at any time, simply visit www.oc-cf.org from any browser and click on the “LOG IN” button in the upper right corner. This will take you to the login screen where you will enter your username (the email address associated with your fund) and password.
LOCKED OUT?
If you ever have trouble remembering your password, click “Forgot Password?” on the login page. Enter your email username and click the “Send Password Reset Email button”. If an account with the provided email is found, instructions to reset your password will be sent to that address. If you’re still having trouble, please contact our team.

• Fund Dashboard: Provides an at-a-glance list of your Current Fund Balance, YTD Contributions and Grants as well as a chart highlighting your fund history.
  • Select and interact with your fund(s).
  • Click on “See More Details” to:
    • Grant History: Offers details about all grants distributed from the selected fund. See an itemized list of grants paid in descending date order and view the status of new grants as they move through our approval process.
      • Grant History table shows 10 most recent grants.
      • Sort by Date, Organization, Amount, and Status by clicking on the column’s header [default setting is sorted by Date].
      • Click “View All” to see the Large Grant History table which shows the most recent grants.
        • Use the “Search Organizations…” box to quickly find your previous grantees.
        • Use the carrot icon at the far right to of a grant to easily “Grant to this Org again.”
        • Scroll to bottom of page and click “Next” to see more grants.
        • Sort by Date, Organization, Amount, Check/Wire Number, Grant Number, Status, and Grant Purpose by clicking on the column’s header (default setting is sorting by Date).
        • You may use the “Download History” option (which appears on the far right of the navigation menu) to export grant information into a Microsoft Excel spreadsheet.
    • Contribution History: Provides in-depth information regarding each contribution received into the fund. See an itemized list of contributions received in descending date order.
      • The Contribution History table shows 10 most recent contributions.
      • Sort by Date, Type, Amount, and Description by clicking on the column’s header (default setting is sorted by Date).
      • Click “View All” to see the Large Contribution History table which shows the most recent contributions.
        • Scroll to bottom of page and click “Next” to see more contributions.
        • Sort by Date, Type, Amount, and Description by clicking on the column’s header (default setting is sorting by Date).
        • You may use the “Download History” option (which appears on the far right of the navigation menu) to export grant information into a Microsoft Excel spreadsheet.

Use this tab to request a grant from your fund.
The portal makes it easy for fundholders with Donor-Advised Funds to recommend grants. After you submit a grant request, our team performs due diligence and processes your grant. Once your grant has been processed, you will receive an email notification from our Grants Administrators.

• To request a grant from your fund, click the “Make a Grant” tab on the navigation menu.
  • Search Funds: Click in the “Search Funds” field to find one of your funds. If you have more than one fund, they will display in alphabetical order. Choose the fund you wish to use to make a grant.
  • Search Organizations: This box queries the complete list of nonprofit organizations holding current 501(c)(3) tax-exempt status with the Internal Revenue Service.
    • The last seven [7] organizations that your fund has granted to will populate when you click the “Search Organizations” field.
    • If you do not see the Organization you are looking for, you may start to type in the name of it and the database will populate if OCCF has granted to it in the past.
    • If the Organization does not populate, click “Next” which allows you to manually enter the information we need to process your grant recommendation.
    • Tip: You may also navigate to the Large Grant History table, then use the carrot icon to “Grant to this org again.”
• Click the “Next” button
• 3. A new page displays continuing the form with Recipient Agency Information and all the required fields for the Recipient Agency and Recipient Agency Contact prepopulate with information from the Organization selected in the first step.
  • The fields marked with a red asterisk are required; providing all of the requested information allows us to ensure your grant recommendation is processed as accurately and efficiently as possible.
• Continue down the page to the Grant Recommendation Information and complete the form fields as follows:
  • Acknowledgment Name: Enter how you would like to be publicly recognized.
    • Examples: [your fund’s name], your name[s], Anonymous, In Memory/Honor of, etc.
  • Amount [minimum $250]
  • Purpose of Grant
  • Submit Grant Anonymously if you do not want to be publicly recognized
  • Special Instructions for any notes you would like the OCCF team to have
• Click “Submit” button. Clicking the “Submit” button launches a submission confirmation page.
• The confirmation page displays the following details from the Grant Request: Fund Title, Grant Organization, Purpose of Grant, Grant Amount, Date Requested.
• A final email from our Grants Administrators will confirm the grant request – organization, amount, purpose (if any), and mail date.
• If you would like to request another grant click on Make Another Grant Request. If not, click Done and you will be redirected to the Fund Overview page for the fund the grant was just requested.

View instructions for contributing assets to your fund.

View and print statements related to your fund.

1. Click in the “Select Fund” field to choose your fund. If you have more than one fund, they will display when you click the arrow.
2. Choose Start Month and Start Year.
3. Choose End Month and End Year.
4. Click “Generate Report”.
5. To print and/or save report, click “Print this Page.”
   • To print report, choose your printer then click “Print.”
   • To save report, choose “Save to PDF” then click “Save.”

Click on your name in the top-right corner and choose “My Profile” to edit your contact information and email preferences.

Click on your name in the top-right corner and choose “Logout”.