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:
A best practice for clients with a Standard license or above is to use the Question Branching feature to capture additional information when an applicant selects Yes to the fiscal sponsor question.
- For all software license levels, an admin 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, we recommend that the administrator update the name of the organization in their site 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. Step-by-step instructions to complete that process can be found here.