Table of Contents

FoundationHub “How-To” Document 

Issue Date: 2025

Contents

Getting Started

Navigating the System

Menu Options

Support Section

Exporting

Ensuring Information Flows throughout FoundationHub

New Inbox – Default Option

Administration

         App Manager

Securities & Liquidity Vehicles

Securities & Liquidity Vehicles

Creating New Securities

Editing a Security

Creating a Liquidity Vehicle (Cash Account)

Bank Accounts

New Bank Account Screens

Creating Bank Accounts

Editing a Bank Account

Linking a Liquidity Vehicle (Cash Account) to a Bank Account

Liking Bank Accounts to Grantees/Vendors or Funds

Setting Up a New Fund / Editing a Fund

Fund Setup

Fund Maintenance

Updating Investment Allocation

Closing a Fund

Linking Contacts to Funds

Adding New Contacts

Types of Contacts

Contacts Definitions

Interested Party

Adding a New Interested Party

Searching for an Interested Party

Interested Party - Edit Capabilities

Grantee

Adding a New Grantee

Searching for a Grantee

Grantee - Edit Capabilities

Vendor

Adding a New Vendor

Searching for a Vendor

Vendor - Edit Capabilities

Contact Profile Functionalities

Mass ‘Linked Funds’ Update

Mirror a Donor’s Donorsphere Account

Modifying Contact Profile’s Sections & Fields

Creating a Fund Holder (Legal Entity Organization)

Transaction Processing

Transaction Processing

Processing a Cash Receipt

Creating a Deposit

Generating a Receipt Letter (Acknowledgment)

Processing a Disbursement Request

Purchasing a Security

Scheduling a Disbursement

Payment Processing

Transfer

My Forms Templates to Replicate Transactions

Reversing Transactions (Canceling)

Reversing a Cash Receipt

Reversing a Non-Check Disbursement

Reversing a Check Disbursement (Void Check)

Reversing Receipts – Securities

Reversing an Interfund Transfer

Statements

Generating Statements

Searching Statements

Ad-Hoc Statement

Entity Statement

Security Pricing

Fees

Spending Policy

SP Distribution

Reports

New Donor Reports - LYBUNT, AYBUNT

Standard Reports and Descriptions

Accessing Workflow Reports v2

Filters

Creating Reports

Editing Columns

Miscellaneous Features

Journals

Pending Grants Report

Cash Receipt Workflow Report

General Ledger Report

Transactions by Account Report

DonorSphere Utilities & Administration How-To-Guide

DonorSphere Administration Overview

Accessing Administration Page

Editing Content

Insert Hyperlink

How to Log into DonorSphere

Articles

Manage Articles

Create New Article 

Inside Article

Carousels

Documents

Emails

View Email Templates

Edit Email Templates

Insert System Variables

Initiatives

CSS (Cascading Style Sheets

Manage CSS (Cascading Style Sheets

DonorSphere Preferences

DonorSphere Preferences Tabs

About DonorSphere Preferences

Gift Settings

Grant Settings

Distribution Settings

Transfer Settings

Fund Settings Preferences

How to Access Fund Settings

Interested Parties - Profile Account Link Preferences

Investment Options - Account Preferences

Communication Preferences - Fund Paperless Statements

Home Page Preferences

Display Initiatives on Home Page

Display Inside Article on Home Page

Show Fund Allocations on Home Page

My Contacts Box

Show Address on Contact Us

Recent Activity Box

Notification Preferences

Global Notifications

Notifications: Account Change

Notifications: Password Change

Notifications: Profile Change

Notifications: Username Change

Search Preferences

Search Preferences

Initiative Search Box

Recent Grantees Box

Search GuideStar Checkbox

User Profile Preferences

How to Access Profile

Profile Charitable Interests

Profile Communication Preferences

View Only Preferences

Other Preferences

Ask for Account at Registration

Default Report Date Range

Closed Funds

DonorSphere Site Functionality

How to Make a Grant in DonorSphere

How to Make a Transfer in DonorSphere

Giving Buttons

Table of Contents

Welcome to Giving Buttons

Giving Button Prerequisites

How to Create and Embed a new Giving Button and Giving Button Settings from FoundationHub

2a. How to Create a New Giving Button

2b.How to Edit a Giving Button

2c. How to Embed a Giving Button

2c. Giving Buttons Settings

3. How to Create and Publish Giving Button Emails

4. Giving Button Reports

4a. Giving Button Reports in FoundationHub

4b. Giving Button Reports in DonorSphere

5. Giving Buttons in DonorSphere

5a. How a Donor can Create a New Giving Button

5b. How to Edit an existing Giving Button as a Donor

5c. How to Share a Giving Button as a Donor

6. The Process of a Giving Button Contribution from a Registered or Unregistered DonorSphere User

6a. The Process of Giving to a Giving Button – Contribution from a Registered User

6b. The Process of a Giving Button - Contribution from an Unregistered User

CONFIDENTIALITY AND TREATMENT OF INFORMATION

This document and all information in it are provided for the use of the client and must be treated as proprietary and confidential and shall not be used for any other purposes. By accepting delivery of this document, the recipient agrees to maintain its confidentiality. No portion of this document may be reproduced, distributed, or shared with any party or company excepting the direct recipient(s) unless specifically authorized by FidTech Partners, LLC (“FidTech”)’s written consent.