Welcome to Gloo Impact: Sponsor Org Platform Walkthrough
As a Sponsor Organization, your role is to fund programs that serve people in your community. This guide walks you through how to set up a fund, manage it, track program impact, and view all financial activity in one place.
✅ What To Do First
Create your first Fund
Set up banking and deposit dollars
Add programs to the fund
Customize applications or surveys if desired
Invite team members
Track real-time results and fund usage via dashboards
🏠 Dashboard Overview
When you log in, you'll land on your Dashboard. Here, you'll see a list of all your created funds. Each fund is its own container of dollars, team members, programs, and data.
Create a Fund
Click Create Fund
Enter:
Fund Name
Visibility: Public (searchable) or Unlisted (invite-only)
Cover Photo
Mission, Purpose, and Who You Serve
Click Continue
Invite Fund Managers – each fund can have its own team.
📌 Tip: You can manage teams per fund, so access is flexible and role-based.
💼 Fund Dashboard: Core Features
From your Dashboard, click on your new Fund.
Once inside a fund, you’ll see a side menu of tools.
Section | Description |
Dashboard | View overall fund activity and deposit money. |
Application | Add additional eligibility criteria for programs in this fund. |
Surveys | Add pre- or post-program surveys (from a library or create your own). |
Programs (Impact Dashboards) | Add existing Gloo programs to your fund.
View real-time outcomes of funded programs. |
Accounting | Track deposits, transactions, and payouts. |
Team | Add or manage fund-level team members. |
Settings | Adjust fund details and integrations. |
Funding | Enable public donations via a “Donate” button. |
💰 Depositing Funds
To add money to a fund:
From the Dashboard, click on the Fund
Go to the Accounting
Click Deposit Funds
A verification code is sent to the fund’s banking manager.
Choose ACH or Wire Transfer
Complete the two-factor authentication to proceed.
➕ Adding Programs to a Fund
Already built Programs
Go to the Programs tab
Explore available programs
Click a program to learn more
Select Add to Fund from the dropdown
If the fund is not yet funded, the program is added with Waitlist Only status.
If funded, participants can begin enrolling.
📌 You’ll see the cost per participant before adding a program.
Invite Organizations to Build a New Program
Copy this spreadsheet to make a list of the organizations to invite
Share/email your copy
Email your spreadsheet to: rholdeman@gloo.us to request an invitation be sent to the organization
Include
Subject: Invite Champion Organizations
Your Organization name
A link to the spreadsheet
Make sure to adjust the share settings to allow rholdeman@gloo.us to see it
📊 Impact Dashboard
Each program you fund comes with an Impact Dashboard, giving you real-time insights into outcomes.
Impact Dashboard Includes:
Number of participants served
Attendance patterns over time
AI-generated insights from participant feedback
Testimonials
Pre/Post survey results
Dimensions of Human Flourishing (Harvard Model)
Ratings and reviews
Areas of program strength and improvement
📸 Example Screenshot: Impact Insights and Testimonials
🧾 Accounting Tab
Click your initials
Select Settings
Go to the Accounting tab
Track how your funds are flowing:
Connect your bank account via Plaid
See itemized transactions
Export payment records
Monitor fund balance and distributions
📌 Only visible to Sponsor Org Owner
👥 Team and Settings
Add Team Members to a Fund
Click your initials
Select Settings
Go to the Team tab
Click Add Members
Enter email address and assign roles
Settings Tab
Click your initials
Select Settings
Select General
Adjust:
Fund cover photo and description
Visibility settings
Team roles
Basic integrations or linked tools
Optional
📝 Applications & Surveys
Custom Applications
Set up a fund-level application to add additional participant requirements beyond what Champion Orgs define.
Note: The organizations you're sponsoring will create their own application as well. This is an optional additional application for your purposes.
Surveys
Measure what matters most to your fund.
Pre/Post Surveys to assess change over time
Choose from Gloo’s survey library
Build a custom survey
Or link to external surveys (e.g., JotForm)
💸 Funding Tab – Enable Public Donations
Allow others to contribute to your fund:
Click your initials
Select Settings
Go to the Funding tab
Toggle Enable Donations
Your fund page will now include a Donate button
This allows external donors to help fund programs that align with your mission.
📸 Screenshot: Public Fund Page with Donate Button
✅ Summary: What to Do First
Create your first fund
Set up banking and deposit dollars
Add programs to the fund
Customize applications or surveys if desired
Invite team members
Track real-time results and fund usage via dashboards