Access My Fund



Important Fund Information

LBCF, 400 Oceangate – Suite 800, Long Beach, CA 90802Web: www.longbeachcf.org    Email: info@longbeachcf.orgPhone: (562) 435-9033  Fax: (562) 590-0493Tax ID#: 20-5054010 

The Long Beach Community Foundation (LBCF) offers several easy contribution options.

CHECK: Make checks payable to the Long Beach Community Foundation, noting your six-digit fund ID on the memo line. If you do not know your fund ID, the name of your fund is sufficient. Mail check the above address.

CREDIT CARD, DEBIT CARD, CHECKING, OR SAVINGS ACCOUNT: Visit longbeachcf.org/donate to make a secure contribution via credit card, debit card, checking, or savings account to any fund held at LBCF. If you don't see your fund listed, visit longbeachcf.org/funds/general-donation and enter your fund name and fund ID in the first form field. (100% of your donation is deductible for income tax purposes, but a credit card service charge of about 3% will be deducted from your donation.)

ELECTRONIC WIRE TRANSFER OF CASH: To process your contribution quickly, please alert LBCF and include the fund name, six-digit fund ID, and the amount of the gift.
Transfer to:
Farmers and Merchants Bank, 302 Pine Avenue, Long Beach, CA 90802
Fed Wire and ACH ABA #122201198
For credit to: Greater Horizons Fbo Long Beach Account: 01-14642-4
Contribution to: (Your Fund’s Name)

TRANSFER OF STOCK, CORPORATE BONDS, OR OTHER MARKETABLE SECURITIES: To process your contribution quickly, please alert LBCF and include your fund name, your six-digit fund ID, a description of the shares, and the name of the brokerage firm.
Transfer to:
National Financial Services LLC
DTC #0226
For credit to: Greater Horizons Account: #645-771593
Contribution to: Your fund’s name and six-digit fund ID
A description of the shares
The name of the brokerage firm

If you would like to make a gift of restricted or closely-held securities or mutual funds, please call us for instructions.

Updated 2/16/2022

Download PDF Contributing to Your Fund LBCF.

With your donor advised fund, you can support any 501(c)(3) public charity in the US, including governmental, educational, and religious institutions. Rest assured that the Long Beach Community Foundation (LBCF) will exercise due diligence to make sure grants from your fund are given to organizations that have met 501(c)(3) IRS requirements.

In some cases, LBCF may need to contact you and/or the suggested grant recipient for additional information before approving the grant.

For more information on what types of grants are allowed from your DAF, download the Donor Advised Fund Guidelines here.

Log into the donor portal by clicking the blue "Log In to My Fund" button found on this page. If this is your first time logging in you will need to create a password. To do this, enter your email and click the "create or reset your password" link.

Once signed in, click the fund name. If you would like to grant to an organization you have granted to before, click the "Grants" tab. If you would like to grant to an organization you have not previously supported, click the "Request a Grant" tab. The video at the bottom of this page explains this process in full detail.

For more information on what types of grants are allowed from your DAF, download the Donor Advised Fund Guidelines here.

If you are having trouble accessing the donor portal, please email LBCF or download the Grant Recommendation Form and forward it to LBCF at info@longbeachcf.org, fax (562) 590 - 0493, or mail to LBCF 400 Oceangate, Suite 800, Long Beach, CA 90802.

There are two basic types of distributions for agency fund holders:

Annual Distribution: By March of every year, LBCF staff will reach out to eligible agency fund holders informing them of the process and amount of their annual distribution. The process of the agency fund holder choosing to take or reinvest this annual distribution is managed by authorized fund advisors in the LBCF grants portal.

Non-Annual Distribution: The amount and frequency of this distribution depend on the type of agency fund established and the terms of the initial fund agreement. The process of requesting a non-annual distribution is made by contacting LBCF Grants and Administration Manager, Issis Vargas. 

Fund statements are available by clicking the "Access My Account Online" button found above.  Once in the donor portal, click on the "Statements" tab to find monthly, quarterly, or year-to-date statements. If you have any questions regarding statements, please email us at info@longbeachcf.org.

View monthly and quarterly investment reports here.

For Donor Advised Fund Holders: Use this Update Your Fund Form

For Agency Fund Holders: Use this Update Your Agency Fund Form

Investment Recommendation Form (downloadable)

  • Issis Vargas, Administration & Grants Manager, (562) 435 -9033 x 2254
  • Tara Sievers, Donor Relations & Community Outreach Coordinator, (562) 435-9033 x 2378

Announcing an upgraded fundholder access portal

Beginning March 30, 2021, the LBCF donor portal was upgraded. The first time you log in to your fund, you will enter your email and click “Create or Reset Your Password.” A reset your password link will be emailed to you. Here is an instructional video demonstrating the new donor portal.