A fiscal sponsor organization can be selected on a request record. If applicable, the fiscal sponsor can also be assigned as the payee for request payments. While the request record does not appear on the fiscal sponsor’s organization record, payments for which the fiscal sponsor is set as the payee organization will appear on their organization record.
If an organization record does not already exist in your site for the fiscal sponsor, add the organization record before completing the steps below.
- Navigate to the request record.
- Click the Overview tab.
- Click the pencil icon next to Fiscal Sponsor.
- Search for and select the fiscal sponsor organization, and then click Update.
- Select Yes if the fiscal sponsor should be assigned as the payee organization for any unpaid request payments, and then check the box for each payment to which they should be assigned as the payee organization.
- Select Yes if the fiscal sponsor should be assigned as the payee organization for any unpaid request payments, and then check the box for each payment to which they should be assigned as the payee organization.