Other Preferences

Ask for Account at Registration If your organization decides to allow new Donors to register for a new Account (Fund) from the Home Page (as opposed to hiding this functionality in its entirety) they must provide certain information to create it. ...

Default Report Date Range In the “Activity” section of DonorSphere, you can set the default “Transaction Date” for “Fund Summary” and “Grant History” using the “Default Report Date Range”. There are four possible default date ranges: “Year to Date,...

Closed Funds on Donorsphere Closed funds are viewable on Donorsphere. Transactions (gifts, grants, transfers) cannot be performed on closed funds, but reporting is available for closed funds on the activity summaries, fund summary, and grant histor...