Hosted Collectives
To view a list of all of Hosted Collectives. Navigate to your dashboard - Collectives - Hosted collectives.
Search
Either find the collective listed on the page or look for them by name via the search bar.
Tabs
Utilize the tabs to view all, active, frozen or unhosted collectives.
Filters
Using the filters at the top of the page, you can sort by Type. The page is automatically set to show Collectives and Funds, you can customize this to also show projects and events.
Filter by fee structure: global host fee (the standard fee you set in your settings) or a custom fee.
Sort by the period of time you've hosted them - most recent and oldest.
More Actions
Click on the three dots to View Details, Add funds, Agreements, Contact, Freeze or Unhost the Collective.
View Details
View details brings up a side draw which provide more details about the Collective.
Expense Types
Use the Global host settings or Enable or Disable Invoices, Reimbursements or Grants.
Set Fee Structure
You will be prompted to either choose your global fee structure or to create a custom fee for this specific Collective. Click the More Actions button to Add funds, Agreements, Contact, Freeze or Unhost the Collective.
Add Funds
To Add Funds you will need to fill in the required information.
Add Agreements
To Add an Agreement you will need to fill in the required information.
Contact Collective
Directly contact your collectives with the contact button.
Additional security measures
As an added security measure/compliance option for fiscal hosts, their Admins can now freeze or un host a collective- this may be useful for compliance reasons, violations of terms, or if a collective wants to leave but hasn’t removed the fiscal host themselves already.
Freezing a Collective
Freezing a Collective means temporarily limiting what a collective (and their connected Projects & Events) can and cannot do on the platform.
Freezing a Collective will block all financial activity within that Collective. They will not be able to accept funds, pay out expenses, post updates, create new Events or Projects, or add new Team members under this collective. However, they will still continue to receive recurring donations that were started before this freeze.
Contributions and expenses will be removed from the Collective's public profile, and admins will be informed of why the action was taken.
Unhosting a Collective
We've also added the ability to un-host a collective, which can be used to free a Collective to choose another host or to become an independent collective.
This Fiscal Host will no longer manage money on behalf of the Collective.
Any active recurring PayPal contributions or Virtual Cards will be cancelled.
Unhosted collectives can then apply to a different fiscal host or become an Independent Collective.
Valid Stripe configurations (either through the Fiscal Host or via an IC) by the time we trigger the recurring contributions (beginning of the month) will be properly charged.
Stripe recurring contributions are charged are able to be transferred to a new host. If the collective has a new host, they continue as usual. If they don't, the contribution will be cancelled.
Before un-hosting, a Collective's balance must be zeroed by paying expenses, making contributions to other Collectives or gifting the balance to the host.
Steps to un host a Collective (if they want to join another Fiscal Host)
The collective will make a one-time donation to their new fiscal host in the amount of the balance.
Make sure "The payee is covering the fees" is checked when paying the Expense so the Collective can empty the balance precisely to the cent.
The collective admin will need to update the collective's status on the platform to ‘un-host’ it from their current Fiscal Host.
The collective admin will need to apply to the new Fiscal Host.
The new Fiscal Host will add them to their hosted collectives and reallocate the balance via ‘add funds’ to the collective.
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