Fund Advisor Portal
Individuals and organizations who are fund advisors at OICF have 24-7 online access to their fund information.
Fund advisors can go online to request a grant to a nonprofit, or access the GiveOrcas catalog. If you have a fund at OICF, use the instructions below to access your Fund Manager.
Instructions for Fund Advisors to Access the Portal
1. Access the portal here. The “Fund Advisor Login” link is also located in the upper right corner of the OICF website.
2. Log in with your unique Username and Password. If you have any trouble logging in, please click on the “forgot password” link on the login page, or contact us at (360) 376-6423 or info@oicf.us.
3. If you are a fund advisor for multiple funds, the next page will ask you to select the fund you want to view. You can navigate back to this page at any time by clicking on the “Fund Advisor Portal” tab at the very top of the page.
4. The Fund Advisor Portal landing page provides an at-a-glance summary of your fund, including the current balance and an overview of grants and contributions.
The left side menu includes the following options:
- Donations: A history of donations to the fund.
- Grants: View a summary of grants by organization, a history of grants by date, and recurring grants, if applicable. During GiveOrcas Campaigns, the grant catalog will appear in this section and you may make grants from your fund to GiveOrcas grantees.
- Grant Request: To request a new grant be distributed to an organization. You may select organizations you have given to previously from a dropdown menu, or enter a new organization. OICF will conduct due diligence for all grant requests.
- Vouchers: A record of payments made from your fund to contractors/vendors, if applicable. This typically only applies to organizational designated funds.
- Invoices: A record of invoices, if applicable. This typically only applies to organizational designated funds.
- Resources and Documents: View past fund statements, files such as your fund agreement, and financial reports.
- Donate: Donate to OICF or another fund held at OICF.
GiveOrcas Grant Instructions
To request a grant be made to GiveOrcas grantees directly from your fund, navigate to the Grants tab on the left side menu. Click on GiveOrcas Grant Catalog, then select the Grantee(s) you would like to give to, and follow the prompts. This option is only available during the GiveOrcas campaign.
Profile
You may view and edit your personal information by clicking on the Profile tab in the upper right corner of the portal. You may also change your password, contact preferences and interest types.
If you do not logout at the end of your session, your web browser will likely remember your username and password the next time you go to this site (depending on your settings). If you are using a shared computer, always logout of your account when you are finished.
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