My SWCF Portal
If you are an existing fund advisor at the SWCF you should have received an email on how to set up your password. Once you have set up your password, you can visit your portal by visiting the SWCF homepage, select ‘My SWCF’ tab, select login, and you will be directed to the login page.
If you have more than one fund there will be an option to select which fund you would like to access after logging in. If you have one fund with us, you will be taken directly to the landing page of that fund.
The home tab of the portal displays the current balance, list of advisors on the fund, and a list of recent contributions to the fund and grants made from the fund.
This tab will show all contributions made to your fund. The list can be sorted by clicking on any of the column names. By selecting on a contributor’s name you will bring up a history of all contributions made to the fund from that specific contributor.
This tab will show a history of grantees and grants made from the fund along with the purpose of the grant.
At the top of the page, you will see a summary of grants made to individual organizations.
At the bottom, is a list of each grant with date, description, and amount.
This is where you can copy a previous grant to create a new grant request
Fund advisors can make grant requests from the fund’s assets by clicking the grant request tab at the top of the page.
Grant requests are created on the left-hand side of the page.
On the right-hand side of this page, you will see a list of grants requested to be paid along with their current status.
Grant request still in the request stage can be canceled from this screen.
Grant requests are created on the left-hand side of the page under the ‘Recommend a Grant’ tab. You may begin a new grant request by using one of the following options:
- Choose a previous grantee from one of the dropdown menus (you can search for previous grantees, funds held at the SWCF, or search for grantees by typing keywords that allow GuideStar and information specializing in reporting on US nonprofit organizations to search for organizations containing those keywords).
- If you have not found the organization you want to give to you can enter it manually (you will need name, address, zip code, and phone number for that organization).
Once you have entered those details you can click submit at the bottom of the page.
Next you will type in a description to let the grant team know what the grant is to be used for.
You will add the amount and here is where you will click if wish for the grant to remain anonymous.
In the additional notes section, you can provide any additional notes you want our staff to see before processing your grant request.
You will review this request, then click submit! You will now see your request appear in the list of grants at the bottom of the page.