Frequently Asked Questions

Below are the answers to some frequently asked questions about using our grantmaking portal. Please note that we have several types of online request and report forms, so the questions and language below may not apply to your particular request or report.

Online Grantmaking Portal

Accessing the Portal
Using the Portal

Accessing the Portal

Where do I go to fill log into the grantmaking portal?

Portal use is by invitation only. If you have been invited to apply for a grant, or to fill out a grant report, you should have or will receive an email from us with instructions on how to access the portal.

Where do I go to get help?

There are several ways to get help, and we are available to assist you at any time. Throughout the portal, you will see instructions, tips, and notes. If you need further assistance, contacting your program assistant would be the best place to start. You can contact him or her directly by phone or email (the information should be in the email you received from us). If you do not have that information, please call (415) 856-1400 or email us for assistance. Please let us know when and how best to reach you.

I’ve forgotten my username or password. How do I get a new one?

Please follow the directions from the Login page. Note that new passwords will sometimes take a few minutes to take effect. We suggest you wait a bit before logging back in. We apologize for this inconvenience. If you have questions or problems, please contact the program assistant assigned to your request. If you do not have the contact information, please call (415) 856-1400 or email us for assistance.

I’ve received my login instructions but I’m having trouble logging in. Who do I call?

Please contact the program assistant assigned to your request. If you do not have the contact information, please call (415) 856-1400 or email us for assistance.

I’m working with a colleague to complete the grant request or report. Can they log in as me or get their own login credentials?

We encourage you to contact us for additional login credentials if needed. There is no limit to the number of people from one organization who can use the portal. (Note that your work may be lost if someone else is working simultaneously on the same records.) If you would like to add a colleague, please contact the program assistant assigned to your request. If you do not have their contact information, please call (415) 856-1400 or email us for assistance.

Using the Portal

Can I print out the grant request or report prior to, during, or after filling it out?

Yes. You will be able to print out the full grant request or report from the Review and Submit tab.

Can I start my grant request or report and come back to it later?

Yes. You may edit, save, and come back to your grant request or report as many times as you like before you submit it.

How can I edit or add information to my grant request or report after I’ve submitted it?

You will not be able to edit any information online after you submit your grant request or report. If you need to add information to or edit a grant request or report that you have already submitted, please contact your program assistant and we can open it back up to you or attach the information for you.

I have an attachment to add to my grant request or report—can I submit it online?

Yes. In the grant request or report you will see the Attachments tab. On that page, you will see that we may have asked for specific attachments. Because you can only attach one item per ‘Browse’ field, we have added one or two ‘Optional’ attachment places for your convenience. You are also welcome to email or mail us a document at any time.

Will I receive confirmation of receipt of my request or report?

You will receive an immediate auto-response email confirming receipt of your grant request or report (if you do not receive one, you may want to check your spam folder).

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