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 Options,” and “Communication Preferences.”

Interested Parties: Lists all interested parties (i.e., donors, advisors, or successors) attached to a Fund, showing their full name, role, status, physical address, and email address.

Investment Options: Provides two tables with asset models and cash models viewable to Donors.

Communication Preferences: Gives Donors options on how to receive statements and various grant notifications.