Affiliate Portal

After an organizational profile has been designated as an affiliate/supporting org you can take additional steps to enable the Affiliate Portal.

Enable the Affiliate Portal

1. Navigate to the Affiliate/Supporting Orgs page.
2. Select the ID of the affiliate/supporting organization.
   
   
   
3. Click Enable Donation Portal in the left-side menu.
   
   • If you enabled the donation portal when the organization was designated as an affiliate/supporting org, skip this step.
   • Once the portal has been enabled you will see a unique donation portal URL at the top of the page.
     • This is a new URL and is independent of your foundations normal donation portal.
       • When enabled, each affiliate group will have their own unique URL.
     • Only the funds that are a part of that group will show up in the new URL, as long as they are promoted to the affiliate/supporting org (see below for more details).
       
       
       
       Hover over the SmartTips (question mark icons) in CommunitySuite for additional field guidance.
   • Additionally, you can have an Event Tickets tab for each affiliate group specific to that URL.
   • If you ever need to disable the Affiliate Portal, click Disable Donation Portal in the left-side menu.
4. Your Affiliate Portal will looking something like this:
   
   
   

Add Fund to Affiliate Portal

1. Navigate to the affiliate/supporting org record.
   • If the fund already appears in the Funds section, skip to step 4.
2. Click Add Fund in the left-side menu.
3. Search for and select the fund.
   
   
   
   Each fund can only be added to one affiliate/supporting org. You cannot link a single fund to multiple affiliate/supporting orgs.
4. Click Edit in the left-side menu.
5. Check the box(es) below Promote for the funds you want to appear on the affiliate portal for this affiliate/supporting org, then click Update.
   
   • Checking the Promote box will automatically check the Online Donations box as well.
     
     
     

Affiliate Portal Custom Content

You can customize multiple areas of each affiliate portal, like you can for the original donation portal. If you do not customize each individual affiliate portal, the content will match what you have on the normal donation portal.

1. Navigate to the affiliate/supporting org record, then click Content on the left-side menu.
2. Click Add in the left-side menu.
   
   • These are the specific pieces of content you can add:
     • online_donation_header
     • online_donation_payment_footer
     • online_donation_thankyou
     • online_ticket_header
     • online_ticket_thankyou
   • More information on these can be found within Site Custom Content Fields.

You can also make changes to the look and feel of each Affiliate Portal by editing their individual style.

Add a Fund Advisor to the Affiliate/Supporting Org

1. Navigate to the fund advisor record.
2. Click Add Affiliate in the left-side menu.
3. Search for and select the affiliate organization.
   
   
   
   • Once added, there is an Affiliate/Supporting Orgs table at the bottom of the fund advisor record where you can manage access to different areas within the portal.
4. When a fund advisor logs in they can view individual funds or view a consolidated group (the affiliate group that can have multiple funds).
   
   
   
   • On the Home tab of an affiliate group, the Current Balance and the Spendable Balance are a total of all funds within that group.
   • The affiliate donation portal does not need to be enabled for the fund advisor to have access to the grouping of funds.
   • If an affiliate portal has a unique style, that style for each fund will be represented on the Fund Advisor Portal.

Marking an Affiliate Organization as a Separate Entity

1. On the affiliate/supporting org record, click Edit in the left-side menu.
2. Check the Separate Entity checkbox, then click Update. 
   • When the checkbox is selected, and the affiliate organization is associated with the granting fund of an internal grant, the internal donation will show the supporting org as the donor.
   • If the checkbox is selected for an affiliate organization associated with the destination fund of an internal grant, the internal grant will show the supporting org as the grantee.
   • The grants and donations associated with the affiliate organization will be included on 990 reporting.
   • If the Separate Entity checkbox is not checked, the grantee and donor on internal grants and donations will show as your foundation, and they will not be included in 990 reporting.