Fund Settings Preferences

How to Access Fund Settings Located in the top right of any DonorSphere page, you will see the “Manage Fund” tab which brings you to your “Fund Settings.” In these settings there are three separate sections: “Interested Parties,” “Investment Option...

Profile Account Link Preferences “Profile Account Link Preferences” allows you to toggle whether the “Interested Parties” section is visible to Donors. Interested Parties lists all interested parties attached to the fund, showing their full name, r...

Account Preferences “Account Preferences” which has two options, “Show” and “Hide,” allows you to toggle whether the Investment Options section is visible to Donors. This section provides Donors with asset models and cash models. Show: Whe...

Fund Paperless Statements Found in “Communication Preferences,” “Paperless Statements” toggles between Donors receiving their statements electronically, replacing paper copies, or physically through the mail. The preference “Fund Paperless Statemen...