Donor Portal

Access Information about your fund

The CFMC’s Donor Portal is a website for Donor Advisors, scholarship fund holders and nonprofit agency fund holders. Information is updated daily and you can view your fund balances, gift and grant history and access quarterly fund statements 24/7. Donor Advisors can also view funding opportunities and make grant recommendations.

Donor Portal Login

Donor Portal

The CFMC transitioned to a new and improved Donor Portal in June 2024. If you have any questions about accessing your fund or creating your new account, please contact your Philanthropic Services Officer at (831) 375-9712.

How to Use the Donor Portal

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