The best way to capture fiscal sponsor information is by asking the applicant on the LOI or application form if their organization has a fiscal sponsor.
It is recommended for clients with a Standard license or above is to use the Question Branching feature to capture additional information when an applicant answers Yes to the fiscal sponsor question.
- For all license levels, an administrator can also create an optional question group within a form to capture additional information about a fiscal sponsor.
By including this question, you can run reports and filter requests by whether or not an organization has a fiscal sponsor.
If an organization has a fiscal sponsor, it is recommended that the administrator update the name of the organization in their site to include the name of the fiscal sponsor.
- For example, Organization Name / Fiscal Sponsor Name.
It is also encouraged that you run a Candid charity check on the fiscal sponsor.