Your Guide to Fund Manager

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Resources to help affiliate leaders learn how to use the CFO’s affiliate portal.

Welcome to the CFO’s Fund Manager.

Fund Manager, the CFO’s online donor portal, provides access to a number of features and information for your affiliate foundation. To help you learn more about this online portal, please find several how-to guides below. If you have any other questions, please reach out to your primary contact at the CFO.

How-To Guides

Special resources for affiliate officers.

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Fund Manager Guides
Fund Manager Virtual Walkthrough for Affiliate Leaders
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Fund Manager Guides
Overview of Fund Manager
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Fund Manager Guides
How to Login to Fund Manager for the First Time
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Fund Manager Guides
Tab Definitions for Affiliates
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Fund Manager Guides
How to Create a Fund Balance Report
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Fund Manager Guides
How to Create Reports of Affiliate Transaction History
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Fund Manager Guides
How to Find the Direct Link for Donations to Your Fund
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Fund Manager Guides
How to Update Your Profile Information
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Fund Manager Guides
How to Read Your Statement