Revised 06/26/2026
Transitioning to the GOfund portal for your fundholders? This FAQ guide provides questions from fellow users and answers from our akoyaGO experts.
FAQs Related to GOfund Implementation
What does the implementation in GOfund look like?
akoyaGO project managers will work with your team to create your GOfund URL, adjust settings, teach you how to navigate and use the platform, and help you create bulk connections once you're ready.
Follow our GOfund Implementation Overview for more information.
Can we customize settings related to Grant Recommendations?
Yes, several settings are available to customize how Fund Holders can recommend grants. For example, a minimum grant amount, custom labels, helper text, grantee/recipient options, and more can be set in GOfund Settings. For more information, see GOfund Admin Guide - GOfund Settings Grant Recommendations Tab.
What if one Fund Holder has relations with multiple different funds?
GOfund access is all based on connections between a contact and a fund. This means that one individual can be connected to several funds, each with its own unique fund connection and set of permissions. Each time a new fund connection is established, the Fund Holder will receive an email notification that they've been granted access to another fund. For more information, see GOfund Admin Guide - Fund Connections.
How do we address Fund Holders who do not have email or do not want to engage online?
For those who do not have an email address on file with your organization, we recommend a phone-based or in-person email collection campaign to collect this information. Fund statements can also be pulled from the system and mailed if the donor elects to do so. For more information on akoyaGO's recommendation for mailing fund statements, please see Mailable Fund Statements.
For donors who need extra help online, foundation staff can impersonate a donor in GOfund to see what they are seeing and help troubleshoot. For more information, please see the GOfund Admin Guide - Impersonate a Donor.
For those who do not have an email address on file with your organization, we recommend a phone-based or in-person email collection campaign to collect this information. Fund statements can also be pulled from the system and mailed if the donor elects to do so. For more information on akoyaGO's recommendation for mailing fund statements, please see Mailable Fund Statements.
For donors who need extra help online, foundation staff can impersonate a donor in GOfund to see what they are seeing and help troubleshoot. For more information, please see the GOfund Admin Guide - Impersonate a Donor.
Will I be able to see Fund Holders' activities in GOfund?
Yes, each GOfund user’s activities will be recorded and stored in akoyaGO CRM. The GOfund Usage Metrics Dashboard is a great place to start! GOfund users are all created with connections between a fund and a contact record, meaning that all user activity will tie back to those entities in the CRM, including the contact timeline.
Will we be able to include our foundation's fund policies in GOfund?
Yes, GOfund offers an optional Documents section for site-wide and fund-specific resources.
Refer to the GOfund Admin Guide - Documents for more information. Another option would be to add information to the GOfund homepage through the RSS feed on your Home Page, or add a linked resource in your FAQ page in GOfund.
How will Fund Holders find out about the launch of GOfund?
Foundations are responsible for sending donor communications prior to the "launch date". We recommend communicating the transition to the new donor portal one or two times before the GOfund invitation emails are sent from the system. Encourage donors to look out for more emails from the GOfund site on the day of your launch.
Account Managers can provide you with example emails from current users. Also, check out examples in the GOfund Forum.
Can a Fund Holder change the name and purpose of their funds?
If you allow Fund holders the ability to update their Fund Profile, then, yes, they will have the ability in GOfund to update their profile, fund name, and fund purpose.
How to - control Fund Profile Update Access permission in the fund connection. For more information, see GOfund Admin Guide - Fund Connections.
Can a Fund Holder recommend a grant to an organization not listed in the akoyaGO constituent list?
If you allow GOfund Users to "Create New Organization," they will be able to enter a new organization name in the Grant Recommendation form.
How to - Fund Holder will select "new organization" in the search bar if they are unable to find the organization they are looking for. Foundation staff can also edit the list of eligible constituents that populate in GOfund by editing the GOfund Grant Eligible Constituents System View. More information can be found here: Updating GOfund System Views that Display in GOfund UI
Can we customize the Header and Footer Text in real-time?
Yes, you can update the text for announcements, banner messages, and description boxes in GOfund Settings.
How to - add your personalized messaging within the General Tab of GOfund Settings. For sample messaging, ask your Account Manager!
Do I need to implement two-factor authentication (aka double-authenticity) when Fund Holders sign in to the GOfund?
You are not required to implement two-factor authentication, but you can choose to enable it. Within GOfund Settings, 2FA can be turned on or off based on your organization's security standards.
How to - toggle Enable 2FA "off" in GOfund Settings within the Tools area of akoyaGO. For more information, please see the GOfund Admin Guide - GOfund Settings General Tab
What are the different out-of-the-box email templates for GOfund?
GOfund Invitation Emails are driven by Email Templates that include a user-specific URL. For more information, please see the GOfund Email Invite
Is it possible for Fund Holders with multiple relationships to view a consolidated fund statement?
If the GOfund User has access to a Fund that is part of a Fund Group, and the GOfund User has connections to all funds in the Fund Group, they can run a consolidated Fund Statement.
Can Fund Holders see their balance in real time?
Fund Balance displayed in GOfund pulls from the calculated Total Uncommitted Net Assets field in akoyaGO. This amount is Total Net Assets minus Requests Pending minus GOfund Recommendations with Request status Pending. The Spendable Amount displayed in GOfund pulls from the GOfund Spendable field in akoyaGO. This field's calculation is the fund's Spendable Amount less all Pending Requests or Interfunds that have not yet been sent to accounting. Because the GOfund Spendable includes pending Requests and Payments, it may be lower than the fund's true spendable balance (found in the Net Asset Detail section of the fund). This will prevent fundholders from making grant recommendations exceeding the fund's spendable amount before the foundation has a chance to process Requests and Payments.
For more information, please see the GOfund Admin Guide - Fund Fields
Are there any recommended data cleanup steps before Fund Holders access GOfund?
Review System Views and fund statement layouts to ensure the data displays accurately and looks visually appealing (fund statement formatting).
How to - Make changes to the format of fund statements by following the suggestions in our Fund Statement Format.
