Overview
In Gloo Impact, organizations play different roles in funding and running programs.
Sponsor Organizations create and manage Funds, which distribute financial support to programs.
Champion Organizations create Programs, which participants engage with.
Programs can be added to multiple Funds, allowing them to receive support from different sources.
This guide walks through the steps for creating Funds, setting up Programs, and adding Programs to Funds.
Step 1: Sponsor Organizations - Creating a Fund
1. Get Onboarded as a Sponsor Organization
Before creating a fund, your organization must be onboarded. A Gloo admin will send you an invitation to join as a Sponsor Organization.
Open your invitation email and click “Accept Invitation.”
Sign in to Gloo Impact or create an account.
Enter your organization details (EIN, address, etc.) to complete verification.
🎧 Audio Clip: “A sponsor org gets onboarded to the platform... and really, all they can do is create funds.”
2. Create a New Fund
Once verified, you can create a Fund.
In your Sponsor Org Dashboard, click “Create a Fund.”
Fill in:
Fund Name
Mission & Purpose
Who We Serve
(Optional) Invite team members to manage the Fund.
Click “Create Fund.”
🎧 Audio Clip: “Setting up a fund is actually really simple... you give it a name, fill in the mission purpose, and who we serve.”
3. Seed Your Fund
A Fund must be seeded (funded) before it becomes active. You can:
Add initial funding yourself.
Seek contributions from donors or grant providers.
Keep it in waitlist mode until funding arrives.
Step 2: Champion Organizations - Creating a Program
1. Get Onboarded as a Champion Organization
Champion Organizations must also be invited to join Gloo Impact. After accepting the invitation:
Complete the organization verification process (EIN, legal name, etc.).
(Optional) Connect a bank account to receive funding.
🎧 Audio Clip: “The Champ orgs get onboarded totally separately… they create programs on the platform.”
2. Create a New Program
Once verified, you can create a Program:
In the Champion Org Dashboard, click “Create a Program.”
Enter details:
Program Name
Description
Milestones & Goals
Click “Publish Program.”
📌 Tip: Programs can be adjusted and improved over time.
🎧 Audio Clip: “The main thing they do is create programs… and within those programs are milestones.”
Step 3: Adding a Program to a Fund
After a Fund and Program are set up, a Sponsor Organization can add Programs to their Fund.
1. Browse Available Programs
In the Sponsor Org Dashboard, go to “Programs.”
Browse the library of all available Programs.
🎧 Audio Clip: “This is the library of all the programs that are currently published and public.”
2. Select a Program to Add
Click on a Program you want to support.
Click “Sponsor This Program.”
Select the Fund where it should be added.
Review financial details and click “Confirm.”
🎧 Audio Clip: “The sponsor can select programs or invite organizations to create programs.”
3. View and Manage Programs in a Fund
To manage the Programs within a Fund:
Go to your Fund Dashboard.
Click “Programs” to view all added programs.
Click “View Details” to see participant data and milestones.
🎧 Audio Clip: “Each of these programs is its own instance… they can travel to other funds.”
FAQs
Can one Program be added to multiple Funds?
Yes! Programs can be sponsored by multiple Funds. Each Fund tracks its own version of participant data for that Program.
🎧 Audio Clip: “The data that is being generated by the program gets parsed out into those individual funds at the fund level.”
Do Sponsor Orgs set Milestones for Programs?
Not usually. Milestones are created by Champion Organizations. However, Sponsor Organizations can request specific milestones when inviting a Champ Org to create a Program.
Conclusion
Gloo Impact makes it easy for Sponsor Organizations to create and fund Funds, while Champion Organizations develop impactful Programs. By adding Programs to multiple Funds, organizations can maximize reach and funding efficiency.
📌 Next Steps:
✅ If you’re a Sponsor Org, start your first Fund.
✅ If you’re a Champion Org, create a Program.
✅ If you need help adding a Program to a Fund, contact [Gloo Support].