Affiliate Portal

1. Navigate to the Affiliate/Supporting Orgs page.
2. Select the ID of the affiliate/supporting organization.
   
   
   
3. Click Enable Giving Hub in the left-side menu.
   
   • If the Giving Hub was enabled when the organization was designated as an affiliate/supporting org, skip this step.
   • Once the portal has been enabled, a unique Giving Hub URL at the top of the page will be displayed.
     • This is a new URL and is independent of your organization's normal Giving Hub.
       • 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 providing they are promoted to the affiliate/supporting org.
       • See below for more details.
         
         
         

An Event Tickets tab for each affiliate group specific to that URL can be used.

If the affiliate portal needs to be disabled, click Disable Giving Hub in the left-side menu.

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. Enter the fund name in the Fund field and select the fund from the drop-down list.
   • Each fund can only be added to one affiliate/supporting org. A single fund cannot be added to multiple affiliate/supporting orgs.
     
     
     
4. Click Edit in the left-side menu.
5. Check the boxes in the Promote column for the funds that should appear on the affiliate portal for this affiliate/supporting org, and then click Update.
   
   • Checking the Promote box will automatically check the Online Donations box as well.
     
     
     

Multiple areas of each affiliate portal can be customized similar to the original Giving Hub. If each individual affiliate portal is not customized, then the content will match what is on the normal Giving Hub.

1. Navigate to the affiliate/supporting org record.
2. Click Content in the left-side menu.
3. Click Add in the left-side menu.
   
   • Content listed below can be customized.
     • online_donation_header
     • online_donation_payment_footer
     • online_donation_thankyou
     • online_ticket_header
     • online_ticket_thankyou

Changes to the look and feel of each Affiliate Portal can be made by editing their individual style.

1. Navigate to the fund advisor record.
2. Click Add Affiliate in the left-side menu.
3. Enter the affiliate/supporting org name in the Affiliat/Supporting Org field and select the affiliate organization from the drop-down list.
   

Once added, there is an Affiliate/Supporting Orgs table at the bottom of the fund advisor record where access to different areas within the portal can be managed.

Additional Information

• When fund advisors log in, they can view individual funds or view a consolidated group if the affiliate group has 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 Giving Hub 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 Portal.
•  

1. Navigate to the affiliate/supporting org record.
2. Click Edit in the left-side menu.
3. Check the Separate Entity box, and then click Update.

When a fund is linked to an affiliate/support organization, the grants to that fund will be the entity to which the fund is linked.

The grants and donations associated with the affiliate organization will be included on the 990 report.