Fundholders
Thank you for trusting CICF with your giving. We’re glad to be on this journey with you.
Our goal is to help you get the most out of the services available to you and to ensure your giving feels both meaningful and effective.
Manage Your Fund
Current fundholders can view their fund information on CICF Connect—CICF’s online portal for fundholders and fund advisors. There you can view:
- your fund balances
- gifts to the fund
- grants made
- grants pending
Donor-advised fund advisors can also recommend grants online. Grant request forms and procedures for donor-advised grant-making can also be downloaded from CICF Connect.
Need Help Logging In?
If you are a current fundholder at CICF or another entity within the CICF Collaborative and need assistance accessing your account, would like to reset your password or would like to register for access to CICF Connect, email your effective philanthropy team at EffectivePhilanthropy@cicf.org or call us at 317.634.2423.
Fundholder Services
As a fundholder, you have access to various services from our dedicated staff. Below are the services available to you. If you have not used the resources listed below, please contact your philanthropic advisor to learn more.
Grantee Research and Recommendations
As grantmakers ourselves, our teams are uniquely familiar with the local landscape of nonprofits. We can provide information on specific organizations you are interested in, make recommendations within a category you are looking to impact, and vet organizations.
Values, Interests, and Purpose Exercise
This unique exercise, facilitated by our philanthropic advisors, is designed to help you identify and narrow a purpose for your fund. By exploring the alignment of your family’s values and the causes you care about, we can help outline key areas of impact for your fund, complete with a custom mission/purpose statement to help guide your grantmaking.
Succession Planning
There are various options for maintaining your fund’s legacy after your lifetime, from passing to future generations to being allocated to specific organizations or general impact areas. Working closely with in-house legal counsel, our philanthropy teams can help you explore and establish a plan for your fund.
Site Visits
Want to see an organization in action or get behind-the-scenes access? Let us coordinate an opportunity to see the work, meet the team, and learn more!
Family Philanthropy
Engaging your family in your philanthropic work makes it more meaningful for them, you, and even the organizations you support. We would love to advise you on strategies involving your young or adult children, or even your grandchildren.
Fund Growth Support
We offer assistance with a variety of complicated assets at no additional charge and can support strategies that are a win-win for you and for the community as you grow your fund.
Featured Donor Stories
Information & Resources for Donors
Your Philanthropy Team
We help people invest in the causes that matter most to them.
Our dedicated team will work closely with you to evaluate the values, interests and causes that stir your passion and guide the process of identifying organizations and programs that match those concerns. Our priority is to make philanthropy both simple and enjoyable.
