How to Use My OCF Account

The Omaha Community Foundation is making your charitable giving even easier!

LOG In to My Account

We are thrilled to announce that we are launching a new online fundholder portal, designed to enhance your experience with the Omaha Community Foundation.

We created this simple reference page to walk you through the basics of the new system.

1. Create your password

You will receive an email from the Omaha Community Foundation with a custom link to log into your account. The email will come from the sender no-reply@fcsuite.com. If you don’t receive the email right away, please check your Junk/Spam folder.

When you click on the custom link, you will be prompted to create a password for the account. We recommend creating a unique password that you don’t use for other online accounts and include capital letters, numbers and special characters.

2. Navigating the portal

Watch a video overview of the new system:

Logging in

Click on the “Login” link in the upper right corner of Omaha Community Foundation website. You can also go directly to https://omahafoundation.fcsuite.com/erp/fundmanager from any web browser. Sign in with your email address and password.

Fundholders with Multiple funds

If you have multiple funds at the Omaha Community Foundation, after you log in, you will see a “Choose Fund” menu that lists all of your funds. Click on the fund you want to review.

HOMEPAGE

The tabs at the top of the homepage display the different features available to you as a fundholder. Your homepage is a quick snapshot of your fund’s most recent activity. It will show your fund’s current balance, recent contributions into the fund, and recent grants paid out from the fund.

CONTRIBUTIONS

This tab shows all contributions made to a fund. Clicking on the contributor’s name will bring up their history of contributions, including the date of gift, type, and amount. To download a full list of contributions to the fund, click on the “Export” tab, and the system will create an Excel spreadsheet with the information.

Grants

This tab shows a list of all grantees who have received a grant from your fund as well as the number of grants awarded to each organization. It also shows a list of individual grants awarded form your fund, including date, organization name, and amount.

To download a full list of grants from your fund, click on the Export” tab, and the system will create an Excel spreadsheet with the information.

Request a Grant

As the name of the tab suggests, this is where you can recommend a grant from your fund. In addition to the grant recommendation form, you can see the status of previously recommended grants. This tab is only available to users who have permission to make recommendations from the fund.

Video: How to Recommend a Grant

Fund Statements

This tab shows your fund statements. You can view, save or print each statement.

Files

This tab will show any visible documents regarding related to your fund.

Tax Receipts

Your tax receipts will be listed in this tab. You can view, save or print the receipts. Only tax receipts generated after June 21, 2024 will be listed. For tax receipts prior to that date, please contact our Donor Services team at 402-342-3458 or giving@omahafoundation.org.

Financials

In this tab, you can choose to view a Statement of Financial Position or Statement of Activities for your fund. You can choose the date range for each statement.

3. Update your profile

When you are logged into your account, click on the “Profile” button in the top right corner of the page. You can change your Login (username), password, and contact information. When you are done, click the “Save” button. To return to your account, click on the “Home” tab.

4. Log out

There are two ways to log out of your OCF account. First, you can click the “Logout” tab on your homepage. You can also log out by clicking on the “Profile” button in top right corner of the page, then clicking the “Logout” button.

5. Forgot your password?

If you forget your password, you can reset it yourself. On the log on page, click “Forgot Password.” On the next page, enter your user name, then click “Reset Password.” The system will send you an email with a link to reset your password. The email will come from “no-reply@fcsuite.com.”

Questions? Need additional help?

If you have questions about your account, contact us at 402-342-3458 or giving@omahafoundation.org.

More resources

Video: How to use your OCF account

Video: Logging into Your Fund