Configurations - Opening a New Fund/Account

There are multiple configuration settings which can be altered or edited in FoundationHub to fit the client’s needs.

Based on your permissions, these configuration settings available for you might differ. In that case, please contact your Client Service Representative.

DonorSphere New Fund Settings preferences

These settings control labels and visibility within the application and can be edited to preferred terms or labels.

Steps

Navigate to:
Utilities & Administration → DonorSphere → Preferences → New Fund Settings

Configure the following:

Interest Visibility – Set to Show
Title for Interested Parties Advisor – Set preferred label
Title for Interested Parties Donor – Set preferred label

New Fund Templates

The templates to add informative text to the sections of the New Account application are controlled under the New Fund Templates.

Example Verbiage for New Fund Templates

The templates can be edited to include relevant verbiage. Once the information is added it can either be saved or saved and published. Once saved and published, it will display on DonorSphere.

Fund Details

Interested Parties - Donor

Interested Parties - Advisor

Interested Parties - Successor

Contributions

Investment Options

Documents

Succession Plan

DonorSphere Accounting Aliases

DonorSphere accounting aliases can be updated to reflect the preferred aliases. Please reach out to the client services team to update these.

Asset types available in the application are controlled by gift settings. The following can be enabled and edited to display relevant content;

Wire Transfer Settings
Physical Check Settings
Complex Gift Settings
Stock and Mutual Funds Settings

Steps

Navigate to Utils & Admin → DonorSphere → Preferences → Gift Settings
The asset type instructions are set by the content section below the show toggle for each section

Contribution Credit Card Payments

To enable the Gift Now option on the New Account form (when adding an asset for making a credit card payment), there must be a valid Suspense Account configured
To configure a suspense account
- Go to Utilities & Admin → DonorSphere → Preferences → Gift Settings
- Fill in the Suspense Account Number field

Interests

The Interests categories on the New Fund Application can be controlled in FoundationHub in relation to displaying the section and populating the Interest categories. The Interests section can be enabled or disabled on the New Fund Application by toggling ‘Suppress on DonorSphere’ Yes or No.

Categories can be added in the section Create Initiative Category.