Donor Portal

Information about your fund is available 24/7

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. Donor Advisors can also make grant recommendations.

Donor Portal Login

Donor Portal Update

The CFMC updated its database on May 10, 2024 and has transitioned to a new and improved Donor Portal. If you have a fund with us, you should have received a welcome email with instructions on creating an account. If you haven’t received the email, or have any questions, please contact your Philanthropic Services Officer at (831) 375 -9712.

How to Use the Donor Portal

  • Donor Portal Instructional Video Please click here to view a short video that shows how to navigate the Portal. Note that this link will take you to the CFMC’s YouTube page.

Trouble logging on?

  • Did you set up your login using the welcome email sent by Donor Portal? You should have received a welcome email from It might have ended up in your junk folder. If you did not receive this email, or your link has expired, email for a new welcome email.
  • Is Donor Portal saying “Please check your username and password”? Remember your Username is the email address the CFMC has on file for you, with .cfmc added to the end of the address. If you don’t remember which email address to use, please call 831.375.9712 or email to verify.
  • Can’t remember your password? Click “Forgot Your Password?” and then enter your Username. You will be sent an email with a link to reset your password. This will only work if you have previously established a login.