Creating a Fiscal Host
Last updated
Last updated
If you don't have an account yet, please create one. You need an individual account to be able to create a Fiscal Host — so fill the form with the info of the individual administrator of that Fiscal Host.
The procedure to create a Fiscal Host depends on your starting point and your end goals. Click on the link that fits your case to get the appropriate instructions:
If you already have an Organization, you can skip this section and go to Transforming your Organization into a Fiscal Host.
Open your user menu and click on the + (plus symbol) next to the My Organizations section.
Give it a name, a short description, add its website address and a few tags.
Once your Organization is created, go to Settings > Fiscal Hosting and click on Activate as Host.
You will then have access to all Fiscal host settings, such as whether you want to be open to applications from Communities, your host fee, etc.
Don't forget to go to Receiving Money and activate a method for people to give money to your Communities, either credit cards (via Stripe) and/or bank transfers.
If you already created a Community and want to add a Fiscal Host of your own, go to Add a Fiscal Host.
This will be the page for the first project, group or budget you will be hosting. Open your user menu and click the + next to My Communities.
When choosing what type of Community you want to create, choose the For any community option.
If you need detailed instructions on how to create a Community, please read our Creating a Community page.
To add a Fiscal Host, click on the Start accepting contributions button on your Community page.
When asked who will hold your money, choose Our organization.
You can either choose to add an existing Organization as a Fiscal Host or create a new Organization for that purpose.
To receive financial contributions, you have to connect a Stripe account and/or add a bank account.
Click on Connect Stripe.
Create a Stripe account, or log into your existing account by clicking Sign in in the upper right corner.
Choose a currency and add your bank account details to accept payments by bank transfer.
Your Fiscal Host will now be active.
Next: customize your Fiscal Host and set the Fiscal Host fee.
