TDF Fund Manager

Your first login

Fund advisors receive an email invitation to create an account on TDF Fund Manager. The email was sent to the primary email currently on record with The Denver Foundation. Please note that the email invitation will come from the email no-reply@fcsuite.com. If you are not able to access the invitation, please email help@denverfoundation.org for assistance. We are happy to verify and/or update your primary email, and will immediately send a new email invitation to create your account. Once you create your account, you will be able to log in with your username and password at your convenience.

Fund summary, contribution history, and grant history

Your fund summary tab displays your current balance, fund advisors, and a high-level overview of your recent contributions and grants. From your fund’s home screen, you can toggle between tabs to view more information. 

On the contribution history tab, you can review recent contributions to your fund, including the ID number for each gift. If your fund accepts contributions from others, you will see the name of everyone who has made a gift to your fund. 

The grant history tab displays your grants over the last couple of years from two viewpoints: a Grantee Summary and a list of all Grants. The Grantee Summary table displays the number of grants and the total grant amount to each grantee. The Grants table shows you your grants history including date of grant, ID number, processing status, grant recipient, and the amount of the grant. 

Create a Grant Request through TDF Fund Manager

1. From The Denver Foundation homepage (denverfoundation.org), select the Login dropdown in the top right corner of the page, next to Make a Gift button.  
    
   
    
2. When the dropdown menu opens, select TDF Fund Manager to be taken to the login screen. 

3. Enter fundholder username (aka email) and password and click Login.

   

4. Once you have logged in, you’ll see your TDF Fund Manager home page. (Note: The “Indigo Fund” and data below is all test data; this is not a real fund.)

   

5. From here, you can see your fund statements, review your grant history, and make a grant request. To do this, select the orange Create Grant Request button in the middle right portion of the screen, just under the header. 

   

6. Below you will see 3 options in orange for starting your Grant Request. You can select a. Previous Grantee or Fund, b. Search Grantee, or c. Manual Grantee. Instructions for each option are below.  

   

   1. Previous Grantee or Fund button will allow you to sort through your past grants and will autofill the grantee information for you.  

      If you select Previous Grantee or Fund, you may click the drop-down box to quickly select your grantee. This will auto-fill the grantee information for you and prepare you for Step 10 below.

      

   2. Search Grantee button will allow you to search through The Denver Foundation’s grantee records or expand your search to Candid’s national database of most US-based 501(c)(3) nonprofits.

      If you select Search Grantee, you will be able to search for a grantee using their name (or a part of their name), City, State, or EIN. Filling multiple form fields will help narrow the search.

      The search results will default to The Denver Foundation’s results, which will pull from a list of organizations that The Denver Foundation has recently given to through our discretionary grantmaking programs, or through a donor-advised fund. If you do not see your desired grantee in these results, select Candid Results to access results from Candid’s national database of 501(c)(3) organizations.

      

   3. Manual Grantee button will allow you to enter the grantee’s information directly. This is a great option if you cannot locate the grantee in either of the two previous methods.

      If you select Manual Grantee, you will be able to enter the grantee name, address, EIN, and contact information to identify the grantee. Any information you can provide will help The Denver Foundation identify the grantee.

      

      

7. In any of the above options, select Submit to be taken to the Grant Request page. On this page, enter in the dollar amount for the grant (do not use any special characters, such as a dollar sign or comma), as well as any restrictions, notes, or additional instructions you would like The Denver Foundation to be aware of. Attachments, descriptions, and additional instructions are all optional fields. 

   

8. Once you are satisfied with your request, select the Request Submitted checkbox, and click Review. 
    
   
    
9. This will take you to the Review page. Review your request and check for any errors or omissions, then when you are ready, click Submit Request.

   

10. Your grant request is now submitted to our system! We will work on processing your grant and getting it to the grantee. You can review your request at any time by selecting the Create Grant Request option on the left-hand menu. 

Grant Status Definitions

The Grant Status in TDF Fund Manager reflects where your grant is in the process.  

Please note: Grants with multiple payments will show the total grant amount on the Grants History page. When you select the Grant ID you will see each grant payment on the Payment Schedule including Payment Date and Amount, Voucher Status, and schedule for future payments.  

• Request – Fundholder submits a grant recommendation through TDF Fund Manager. 
• Pending – The Denver Foundation creates the grant in our internal grantmaking database, and begins internal compliance review process, including due diligence and eligibility review.  
• This could include clarifying an IRS 501(c)(3) verification, awaiting the response from a nonprofit grantee on an updated address or proof of a fiscal sponsor relationship, or pending response from the fundholder on a compliance question.  
• Approved – The Denver Foundation completes the internal compliance review process 
• Voucher – The Denver Foundation approves the grant and prepares payment. 
• Paid/Complete – The Denver Foundation has paid the grant and sent the payment to the grantee via USPS mail, or ACH electronic payment. 
• Grant Award notifications are sent once the grant is paid. This does not indicate that the grantee has cashed the check. 
• Canceled – Fundholder or The Denver Foundation cancelled the grant.