If you utilize the integration between CommunitySuite and Grant Lifecycle Manager (GLM), it is recommended that you contact Support to discuss this workflow and any reporting and tracking needs before using this field.
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.
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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, reports can be run and filter requests can be filtered 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 a Candid charity check be run on the fiscal sponsor.