---
title: "Configurations - Opening a New Fund/Account"
slug: "configurations-opening-a-new-fund-account"
updated: 2026-06-03T20:46:49Z
published: 2026-06-03T20:46:49Z
canonical: "docs.foundationhub.com/configurations-opening-a-new-fund-account"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.foundationhub.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

1. 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

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-AU23QR3D.png)

### New Fund Templates

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

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-TM46WQWZ.png)

#### **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**

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-PHMBGRWZ.png)

#### **Interested Parties - Donor**

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-ZTN1UBX5.png)

#### **Interested Parties - Advisor**

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-NZYLB2RG.png)

#### **Interested Parties - Successor**

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-LG5QJ921.png)

#### **Contributions**

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-IQQUVCJN.png)

#### **Investment Options**

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-CJ3CU6FJ.png)

#### **Documents**

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-VYH9MWDT.png)

#### **Succession Plan**

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-5ZZSL0YI.png)

#### 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.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-WA2A9VBS.png)

**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**

1. Navigate to Utils & Admin → DonorSphere → Preferences → Gift Settings
2. The asset type instructions are set by the content section below the show toggle for each section
3. 

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-J0FPHLL5.png)

#### 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

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-QDB2695W.png)

#### 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.

**Steps**

1. Navigate to

Utils & Admin → DonorSphere → Initiatives → Manage Initiatives Categories

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-XZBFS3PT.png)

#### Investment Options - Custom Asset Model

The DS Eligible checkbox on a security control if this displays in the Investment Options section.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-WEWP3US6.png)

#### App Manager

#### **Communication Type**

Phone Types on the registration ‘Personal Information’ section of the registration are controlled in App Manager > Institution Communication Types.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-H34R5CJW.png)