Fund Holder Tools
Welcome! We’re grateful for your partnership in advancing the mission of the Catholic Foundation of South Louisiana. This resource center was thoughtfully created to provide everything you need in one convenient place, making it easier than ever to manage your fund, promote its mission, and engage those who share your heart for Catholic stewardship.
Here you’ll find helpful tools such as access to your Fund Advisor Portal, branded promotional templates, communication resources, how-to guides, and other materials designed to support your parish, school, ministry, or charitable fund. Whether you’re reviewing fund activity, recommending grants, or sharing your fund’s impact with your community, these resources are here to make the process simple, seamless, and effective.
To help maintain a consistent and recognizable Catholic Foundation of South Louisiana brand, we ask that you keep the provided designs intact while personalizing the designated areas with your parish, school, ministry, or fund information.
Thank you for entrusting us with your charitable vision. Together, we are building a lasting legacy of faith, generosity, and stewardship throughout South Louisiana. We pray these resources equip you to inspire others, strengthen your ministry, and continue making a meaningful difference for generations to come.
Fund Advisor Portal Tools
This innovative tool will provide you with convenient access to your fund(s) statements, grant activity, donation history, and for our Donor Advised Fund Holders – the ability to make grant recommendations. Our team has been working diligently to implement this new platform to improve your personal experience and ease of philanthropic giving.
Logging Into Your Fund Advisor Portal
1. Click the Portal Link
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- Click the portal link provided HERE and save it to your Favorites or Bookmarks for easy access in the future.
2. Enter Your Email Address
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- Click “Login with Email.”
- Enter the same email address where you received this message.
3. Retrieve Your 6-Digit Login Code
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- The system will automatically send a 6-digit verification code (PIN) to your email.
- Enter the code to access your portal.
4. Choose How You Want to Log In Going Forward
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- You have two options:
- Option 1: Continue receiving a new 6-digit PIN by email each time you log in.
- Option 2 (Recommended): Create your own personal password for quicker access.
- You have two options:
5. Create Your Personal Password (Optional)
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- After logging in, click Profile in the top-right corner.
- Select Security from the left-hand menu.
- Click Set Password and follow the prompts to create your password.
Donor Advised Fund Portal Tutorial
A step-by-step guide to setting up your Fund Advisor Portal, including logging in, creating a password, managing personal information, viewing balances, making grant requests, and accessing resources. Please follow the steps to ensure a seamless experience.
Custodial Fund Portal Tutorial
Endowed Fund Portal Tutorial
R E S O U R C E S F O R C H U R C H P A R I S H E S A N D M I N I S T R I E S
Customizable Templates + Promo Kits
Fund Promotion Graphic
Customize this ready-to-use template to promote your fund with a polished and consistent CFSL brand presence.
Fund Promotion Flyer or Bulletin Insert
Easily personalize this pre-branded template to share your fund’s purpose, impact, and giving opportunities with your parish and community.
Social Media Captions
Use these sample captions, or create your own! Foster a community of giving within your own parish, school, or ministry.
Helpful Tips
How to Download Your Graphic
- Customize the template with your fund information.
- Click Share in the top-right corner of Canva.
- Select Download.
- Choose PNG as the file type.
- Click Download to save the graphic to your device.
Your graphic is now ready to share on social media, websites, emails, and other communications.
Social Media Sharing Tips
1. Add your fund graphic or a photo- Posts with visuals catch more attention.
2. Keep your caption short- A clear, simple message works best.
3. Include the link to your fund- Make it easy for people to click and support.
4. Tag the Catholic Foundation, your organization, church, or school- This helps your post reach more people.
5. Invite others to share- A small nudge helps spread the word even further.
CFSL Logos
For the best quality, please download and use the official logo provided. To preserve the integrity of the Catholic Foundation of South Louisiana brand, please do not alter, distort, recolor, or modify the logo in any way.
Click the CFSL crest image to open the Catholic Foundation of South Louisiana Logo Library in Canva, where you’ll find our official logos available for download.
How to Download:
- Click the image below to open the Canva file.
- Select the logo you would like to use.
- Click Share in the top-right corner.
- Select Download.
- Choose PNG for digital use or PDF Print for printed materials.
- Click Download to save the file to your device.
Please Note: To maintain a consistent and recognizable CFSL brand, do not alter, stretch, recolor, or modify the logos. Always use the official files provided.
