Capturing Fiscal Sponsor Information

Start by asking the applicant on the LOI or application if their organization has a Fiscal Sponsor:

Do you have a fiscal sponsor?
Yes
No

By including this question, you can run reports and either filter in or out the requests that have a fiscal sponsor.

Then build an optional section to capture Fiscal Sponsor information:

Fiscal Sponsor.jpg



If an organization has a fiscal sponsor we recommend that the administrator change the name of the organization to include the name of the fiscal sponsor. For example:


Example Organization Name / Example Fiscal Sponsor Name

It is also a good idea to run the GuideStar Charity Check on the fiscal sponsor. To do so, click on the Guide Star in the navigation list and enter the fiscal sponsor’s name or EIN and hit Search. Next, click on the Run Charity Check button and then click on Download pdf. Save the pdf to your computer and then update it to the request documents section of the request..

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