---
title: "Creating a Fund Holder (Legal Entity Organization)"
slug: "clone-creating-a-legal-entity-organization-fund-holder"
updated: 2025-07-11T16:51:48Z
published: 2025-07-11T16:51:48Z
canonical: "docs.foundationhub.com/clone-creating-a-legal-entity-organization-fund-holder"
---

> ## 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.

# Creating a Fund Holder (Legal Entity Organization)

Supporting Organizations (SO) are setup in the FoundationHub as **Fund Holder Grantees**.

The setup process is same as a Grantee. Click on **Menu** > **Create New** > **Grantee** and complete the Grantee details.

To make the **Grantee** a **Fund Holder**, first ensure that you select ‘**Organization**’ on the **Entity Type** field and perform the steps below:

1. **Entering Contact Info**:
  1. **External ID** field is used to enter a unique identifier assigned to the contact, by an external system or a third party.
  2. For an **Entity Type: Organization**, you can enter the following details: **Category**, **Organization Name,** **Doing Business As**, **Short Name**, **Email**, **Phone Type** and **Phone**.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/32. gt - add gt - m2 - 8(1).png)

1. **Entering Address Info**:
  1. **Address Type** lets you choose the appropriate type of address**.**
  2. **Address 1** field is used to enter the main address of the contact, whereas the additional **Address 2, 3, and 4** fields allow you to enter any text that does not fit in the **Address 1** field. **City**, **State**, **Zip** and **Country** fields are required.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/32. gt - add gt - m2 - 9(1).png)

1. **Finalizing the process**: After completing all the required fields, proceed as follows, click on **“Save and Open Contact”**: This option saves the Grantee's information and opens their contact profile.

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

Click on the **Edit** button on the **Grantee Details** tab and enable the **Is Fund Holder** button.

**Note**: This needs to be done while the Grantee is in its **initial** **Setup** status and cannot be done afterwards.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-W5I7WFTY.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-GASJ3H7I.png)

Click on the “**Save**” button.

After ensuring that the **Is Fund Holder** field indicates **Yes,** click on the status dropdown and ‘**Approve**’ the Grantee as a Fund Holder.

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-HGN0IU5D.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-PTXUO2KC.png)

Only after setting up a **Grantee** as a **Fund Holder** using the above processes, you will be able to add it as a **Fund Holder** when [creating new Funds](/v1/docs/setting-up-a-new-fund-editing-a-fund-1).

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-LO79B37P.png)

![](https://cdn.document360.io/579d62e3-92d9-438c-a119-f0014c5f7cc0/Images/Documentation/image-5H4OOKHZ.png)