Fund Holder Portal Information
Welcome to Pasadena Community Foundation’s Fund Holder Portal.
PCF fund holders can use the Portal to access their fund information online, including recommending grant requests, donating to any of PCF’s funds, and printing statements. The setup process is easy and fast. You will need to be able to retrieve an email in order to proceed, so please have your computer available when you are ready to begin, and let us know which email address you would like to use.
If you have already set up your login and password, you can visit the Fund Holder Portal at any time.
When you are ready to set up your online account, or if you need assistance resetting your login or password, please call or email:
Jennifer Clark, Donor Relations Associate
(626) 796-2097, ext. 3
Frequently Asked Questions (FAQ):
Why should I set up my Fund Holder Portal account?
The portal is the fastest and most efficient way to manage your fund(s) at PCF. The portal is secure, and enables you to recommend a grant to a permissible charity, donate to any of PCF funds from your DAF, or print a statement at any time of day, even when PCF is closed for business. Visit the Donor Advised Fund Handbook to learn about permissible charities and other topics.
If you have any questions on using the portal, please call or email Cirenia “Cici” Amador at extension 107 or firstname.lastname@example.org.
What if I do not want to access my account online?
You are welcome to continue using our established system of paper or you can email grant recommendations to Cici Amador. If you would like a current statement, we are happy to mail or email one to you during business hours. Use of the portal is not required.
Can I make wire transfers, stock donations or donations by check through the portal?
No, the portal cannot be used for wire transfers, stock or check donations. Those donations will still be processed via PCF’s bank account (see wire transfer instructions here), Schwab account/securities (see instructions here), or via mail (checks). For stock or wire transfer instructions, please contact Jennifer Clark at the phone number above or email her at email@example.com.
If you would like to make a donation to add money to your fund or any fund at PCF using a credit card, you may either use the donation portal or visit the Search Existing Funds page to find funds without a portal login. Any credit card processing fees will be charged to your fund, so you may wish to mail a check instead.
Visit the Donation Options page for information on setting up a charitable fund at PCF.