Account Resources
Resources to help new Charitable Checking Account holders understand and utilize the Community Foundation's Fundholder Portal.
Welcome!
Congratulations on creating your Charitable Checking Account!
We're here to help you put it to good use. Through Charitable Checking, your tax deduction is made when you give to the Community Foundation, so there is no need to keep track of the various receipts from all the organizations you support—leave that work to us!
As an account holder, you’ll enjoy access to our easy-to-use online portal and be able to utilize Community Foundation experts and tools to guide you in discovering organizations and community needs that align with your interests.
Steps to Begin
Go to the Community Foundation website and click Fundholder Portal in the blue bar at the top right corner of the screen. Log in using the credentials you received in your welcome email. If you didn't receive the login information or have misplaced it, please reach out to funds@foundationhoc.org.
Resources
Steps to Begin
Go to the Community Foundation website and click Fundholder Portal in the blue bar at the top right corner of the screen. Log in using the credentials you received in your welcome email. If you didn't receive the login information or have misplaced it, please reach out to funds@foundationhoc.org.
Resources
Once logged into the portal, a grant request can be initiated by clicking the blue 'Create Grant Request' button in the top right corner of most pages within the portal. You may give to any active, qualified charitable organization with a 501(c)(3) designation and classified by the IRS as a public charity.
Please note: In order to make grants from your Charitable Checking Account, you must first add funds to your account. If you have not yet done so, please click the Fund Your Account document below.
Resources
Not quite sure where or what to give to? We’ve got you covered! Our Mohawk Valley Giving Guide is a community-wide resource designed to bridge people looking to give with local nonprofit needs across our region. As a Charitable Checking accountholder, you’ll be able to support opportunities in the Giving Guide directly through the portal with ease.
Resources
You can add funds to your account at any time, but did you know that friends and family can, too? It’s a great option for birthdays, holidays, celebrations, or anytime someone wants to support the causes you care about. When your account was created, you were assigned a unique URL that others can use to contribute directly to your account.
Mohawk Valley Gives is our community's largest day of giving powered by the Community Foundation of Herkimer and Oneida Counties and UpMobility Foundation. Launched in 2022, this event was established to support the incredible nonprofit organizations that uplift our region. During the event, you can easily donate online using your Charitable Checking Account. Learn more at www.givemv.org.
Join us on September 18 to support hundreds of nonprofits that make our community special.
FAQs
Donors may give to any active, qualified charitable organization with a 501(c)(3) designation and classified by the IRS as a public charity.
Donors may not use a Charitable Checking Account for things like pledges, the purchase of tickets or sponsorships where the accountholder is receiving associated benefits, auction items, memberships where the accountholder has not waived all benefits, scholarships for which the accountholder has the majority or deciding vote on applicant(s) selected, grants to specific individuals, and lobbying or political contributions.
You can recommend a grant through the Community Foundation's Fundholder Portal or contact our team of experts if you require assistance.
$50 is the minimum. Lower amounts may be considered on a case-by-case basis.
Yes! Share your donation page URL with friends and family so they can donate. Tip: opening an account is a great way to honor special occasions like birthdays, anniversaries or retirements!
Contributions to your account are principal protected, ensuring that your balance can be utilized to support the nonprofits you care about the most.
Questions? Let's get in touch!
Please Note
Charitable checking accounts are considered to be an expendable donor-advised fund per IRS guidelines. Contributions made to the fund represent an irrevocable gift to the Community Foundation and the Community Foundation has exclusive legal control over this fund and all donations to it. Please consult a financial advisor regarding the tax deductibility of contributions made to this fund.