Important Updates About the Community Foundation’s New Client Portal
The Community Foundation has updated its core operational system to support clients’ charitable giving and has introduced ClientConnect, a powerful new online portal.
ClientConnect allows clients to recommend grants from their fund, view grantmaking history and contributions to their fund, search for local and national nonprofit organizations to support, and access fund statements electronically.
Credentials for ClientConnect were emailed to clients the week of July 18. If you are a client and did not receive these credentials, please contact Andrew Gaerte at (716) 852-2857 ext. 207 or firstname.lastname@example.org.
Click here to view the user guide with step-by-step instructions on how to use ClientConnect.
Additionally, the Community Foundation has introduced an updated online giving page where clients and donors can easily find and make contributions to their own fund or other funds at the Community Foundation. You can access it through the button at the top of the homepage entitled “Make a Gift” or you can click here to view the page now.
If you have any questions, please contact Andrew Gaerte at (716) 852-2857 ext. 207 or email@example.com.