Affiliate Portal

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

1. Navigate to the Affiliate/Supporting Orgs page.
2. Select the ID of the affiliate organization.
   
   
   
3. Click Enable Donation Portal in the left menu.
   
   • 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).
       
       
       
       
   • Additionally, you can have an Event Tickets tab for each affiliate group specific to that URL.
   • If you ever was to disable the Affiliate Portal, click Disable Donation Portal in the left menu of the Affiliate/Supporting Org page.
4. Your Affiliate Portal will looking something like this:
   
   

Put a Fund on the Affiliate Portal:

1. Go to that Funds page and select Edit.
2. Check the box labeled Promote Affiliate/Supporting Org.
   
   
   
   
   • This is the only way to ensure that the Fund will appear on the Affiliate Portal.
   • The original Promote checkbox only applies to the normal Donation Portal.

   • The Private checkbox will only apply to the normal Donation Portal. If you do not want the fund to appear on the Affiliate Portal, just leave Promote Affiliate/Supporting Org unchecked.

You can also promote a fund to the Affiliate Portal via the Affiliate Portal checkbox on the Bulk Edit Funds page.

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. From the Affiliate/Supporting Org record, click Content on the left-side menu.
2. Click +Add on 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 the Site Custom Content Fields article.

Add a Fund Advisor to the affiliate/supporting org:

1. Go to the Fund Advisors record.
2. Click Add Affiliate in the left menu.
3. Search for and select the affiliate organization from the list.
   • There will be 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 page of an Affiliate group, the Current Balance and the Spendable Balance are a total of all funds within that group.

Marking an Affiliate Organization as a Separate Entity

On the Affiliate/Supporting Organization page, the Separate Entity checkbox can be selected when editing the organization. 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 supported 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 supported org as the grantee. Additionally, 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.