Manage Your Fund with the LVCF MyFund Portal
The Lehigh Valley Community is pleased to host an online system designed to align with our highest priority: Supporting our fundholders on their philanthropic journey to benefit the community. Our fund portal titled, MyFund, replaces LVCF’s DonorCentral. This new donor advisor/manager interface is built on industry standards that offer an efficient and intuitive platform for your grantmaking and fund management.
The new MyFund portal is live as of November 1. On that date, authorized contacts for funds of the Lehigh Valley Community Foundation will have received an e-mail with instructions on how to create a custom password. If you are an authorized fund contact and did not receive that email, please check your spam or junk e-mail folder. Please delete this automated email once you have successfully completed this process. The link contained in the email should only be used once, for establishing your initial password.
Getting Started with MyFund
Our staff has worked diligently to migrate our database and is excited about its ease-of-use and 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, to support your use of the MyFund portal.
Establish Your Password | You will receive an email from sender firstname.lastname@example.org, with “The Lehigh Valley Community Foundation” referenced in the email’s subject line. Follow the instructions to create a password for your account. Take note of your username (which is your email address) and password as you complete this process.
Access the Portal | To access the portal at any time, simply go to www.lvcfoundation.org and click “MyFund button” in the upper right-hand corner of the homepage. Enter your username and password, and then select the fund you’d like to review.
Take a Look Around | 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 Advisor Portal. If you are a fund advisor with access to more than one fund, you’ll be able to select the fund you wish to manage at the initial screen.
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.
View the MyFund Portal Instructional Video
Click on the arrow to launch the video and you can enlarge the screen to view by clicking lower right corner. You can watch the video in full size in YouTube.
MyFund Portal Overview and FAQ for Fund Advisors
The Lehigh Valley Community Foundation’s online portal was designed so that fund advisors have secure, 24/7 access to monitor their fund and recommend grants using an intuitive online platform.
Our staff has worked diligently to ensure MyFund Portal’s ease-of-use and 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 and have tried to anticipate many of those in this document,
Document updated November 7, 2023
Please note: When will my grant be processed?
Grant payments are typically processed within 7-10 business days of your recommendation, although it may take longer when further due diligence is required for a grantee. When possible, payments are made via an efficient and secure ACH transfer directly to the grantee’s bank account. If payment cannot be remitted via ACH, a check will be processed. Delivery of grants paid by check is dependent upon the postal service and a range of factors beyond our control. You will receive an email confirmation once the grant has been approved for payment, but you are always able to check the status of a grant via the portal or by emailing LVCF Grants Manager, Holly Fitzpatrick, email@example.com.
Transitioning from DonorCentral to MyFund Portal | Explanation of Fall 2023 Timeline
I haven’t received the auto-generated email yet. What should I do?
Check your Spam or Junk folder for an email from the Lehigh Valley Community Foundation with the email firstname.lastname@example.org. If it hasn’t arrived, please email email@example.com so that we can re-send the information you will need to get started.
I don’t understand how to navigate the portal. Where can I get help?
The URL only worked the first time. How do I return to the portal?
The custom URL inside the auto-generated email should only be used to establish your password. Take note of your username and the password you select and then visit MyFund Portal l to access the system at any time.
I’ve lost my password. What should I do?
For security reasons, The LVCF team does not have the ability to access your password. You can reset your password on the donor portal login page by clicking on the Forgot Password link using your email. If you still need assistance, please contact firstname.lastname@example.org.
ASK CARRIE | If you would like more information on starting a fund at LVCF, our Family Legacy Fund, or our Impact Services can benefit you and the community. And she’ here to help with any questions about the MyFund Portal.