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How do I access the system?
To access the system, you should have received an email from Rancho Santa Fe Foundation <firstname.lastname@example.org> on Monday, June 21, 2021, with the subject line “Rancho Santa Fe Foundation Fund Advisor Online Access Info”.
If you did not receive the email, contact staff, and we will resend. If you created a password and logged in but now cannot remember the password, please use the Forgot Password link on the login page.
How do I see donations to my fund?
Past donations to your fund can be found on the “Contributions” tab. You may use any of the headings on that page to sort the data. You can also use the export button that has now appeared to export the data out of the portal.
How do I see what grants have been made out of my fund?
These can be found on the “Grants” tab. At the top of the page you’ll find a grantee summary where you can see how many grants and the total giving to a nonprofit from your fund. Further down the page grants are listed individually by date.
How do I make a grant recommendation?
Donor Advised Funds can request grants by clicking on the “Grant Request” tab. There are a few different ways to find the nonprofit you would like to make a grant to. If you’ve granted to them before from your fund, you’ll find them in the first drop-down list under “Choose from previous Grantee”. The second list has popular discretionary grantmaking funds at RSF Foundation including the Community Impact Fund, The Patriots Connection, and the North County COVID19 Response Fund.
If the nonprofit isn’t there, you can search for it in the RSF Foundation database and Guidestar database.
Simply type in the name and the portal will search both databases at the same time. This makes it easier for you and staff to process the donation rather than entering the information manually, although that is always an option.
The final option is to enter the nonprofit information manually.
Once you’ve selected a nonprofit, you’ll enter the grant details.
Finally, you’ll review the information and agree to the donor terms.
Where are my quarterly statements?
Historical fund statements are not in the new system. The only available statement in the portal is for the second quarter of this year (2021). Statements now include year to date figures. If you need any historical statements, please contact staff, and we will email those directly to advisors.
There are fund advisors that should no longer have access or someone new that needs online access to the fund, what should I do?
Contact Trina, and she will request the required documentation to make these changes.
I have access to multiple funds at RSFF, how will that work?
When you login to the portal, you should see the list of funds you have access to see. You can click on one to be taken to that funds information.
When you’re viewing one fund, there will be a “Choose Fund” tab that will allow you to navigate to the other funds.
What is the Spendable Balance displayed in the portal and how is it calculated?
If applicable, RSFF Permanent Endowment Fundholders will see a Spendable Balance in addition to the balance of the fund in the new fundholder portal. The Spendable Balance is the maximum distribution an endowment fund holder can withdraw during the year and is determined by RSFF policies and the fund agreement.
The Spendable Balance is calculated each year on January 1 based on the prior 12 trailing quarters. If the fund shows a Spendable Balance of $0, then the fund has taken the annual allowable distribution for the year.
If you have any questions about the Spendable Balance of your fund, please contact Jeff.