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Fundholder Portal Help

RSF Foundation is excited to announce that our new fundholder portal is ready for use. Please see the FAQs we’ve identified for initial help with the system. If you do not see your question or would like further assistance, contact staff and we’ll be happy to help.

Click the question to expand or collapse the answer.

How do I access the system?

How do I see donations to my fund?

How do I see what grants have been made out of my fund?

How do I make a grant recommendation?

Where are my quarterly statements?

There are fund advisors that should no longer have access or someone new that needs online access to the fund, what should I do?

I have access to multiple funds at RSFF, how will that work?

What is the Spendable Balance displayed in the portal and how is it calculated?

Contact staff if your question is not listed or if you’d like further assistance.
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100 Years

The Rancho Santa Fe Foundation, established in 1981, is part of a 100-year tradition of community foundations in the United States. We connect people and organizations to support philanthropy and address community needs together.

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