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  • WELCOME
  • Welcome
  • Why Open Collective?
    • Why Open Collective?
    • How Open Collective Works
    • Features
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    • Fiscal Host Documentation
  • Getting Started
    • Getting Started
    • Explore
    • Setting up your Account
    • Editing your Profile Page
    • Customizing your Page Layout
    • Adding and Removing Team Members
    • Security For Accounts
      • Logging into your Account
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    • Your Dashboard
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    • Verification
    • Understanding Contributions
    • Understanding Expenses
    • Tracking an Expense
    • Creating an Organization
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      • Updates and Contact
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    • Exporting Your Data
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  • Contributing
  • COLLECTIVES
    • Collectives
    • Creating a Collective
      • Creating Your Policies
      • Security for Collectives
      • Linking Connected Collectives
    • Choosing a Fiscal Host
    • Raising Money
      • Setting Goals and Tiers
      • Customising Thank You Emails
      • Adding Donation Buttons, Badges and Banners
      • Adding Embeds to your Website
      • Creating Custom Fundraising URLs
      • Rejecting and Refunding Financial Contributions
    • Managing Money
      • Budgets
      • Projects
      • Moving money
      • Tagging expenses
    • Spending Money
      • Inviting a Third Party to Submit an Expense
    • Events
    • Changing Fiscal Host
    • Closing a Collective
      • Zero Collective Balance
  • Collective Settings
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  • GIVING TO COLLECTIVES
    • Giving to Collectives
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    • Payment Methods
    • Platform Tips
    • Sharing your Support
    • Making a Recurring Contribution
    • Managing Receipts
    • Giving to Other Collectives
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      • Creating a Fund
      • Bulk Transfers
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    • Requesting Refunds
      • Refund Policy
  • EXPENSES AND GETTING PAID
    • Expenses and Getting Paid
    • Submitting Expenses
      • Submitting a Reimbursement
      • Recurring Expenses
      • Multi-Currency Expenses
    • Editing an Expense
    • Payment Processor Fees
    • Getting Paid through Wise
    • Understanding Tax Requirements
  • FISCAL HOSTS
    • Fiscal Hosts
    • Why Become a Fiscal Host?
    • Setting up a Fiscal Host
      • Creating a Fiscal Host
      • Setting your Fiscal Host Fees
      • Fiscal Host Security
      • Fiscal Host Policies
    • Managing your Collectives
      • Hosted Collectives
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      • Collecting Local Taxes
      • Vendors
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      • Freezing a Collective
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    • Receiving Money as a Host
      • Bank Transfers
      • Stripe
      • Adding Funds Manually
      • Pending Contributions
    • Expense Payment
      • Paying Expenses as a Fiscal Host
      • Understanding Security Checks
      • Asking for Information about Expenses
      • Paying Expenses with Wise
      • Handling Payment Errors Through Wise
    • Processing Refunds
    • Platform Settlements
    • Certified Member
  • INDEPENDENT COLLECTIVES
    • Independent Collectives
    • Creating an Independent Collective
      • Launching an Independent Collective
      • Migrating from Fiscal Host to Independent Collective
      • Migrating from Self-Hosted to Independent Collective
    • Managing Independent Collective Finances
    • Closing an Independent Collective
  • Development
    • API
  • Our Organization
    • About Open Collective
    • Mission And Values
    • Our Team
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  1. FISCAL HOSTS

Setting up a Fiscal Host

Create a Fiscal Host on Open Collective, and customize your info and settings to give Collectives an idea of what you offer

PreviousWhy Become a Fiscal Host?NextCreating a Fiscal Host

Last updated 1 month ago

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Establishing a Fiscal Host on the platform is just the first step. We recommend that you fill in all your details and settings, including your information, policies, fees, and security. This makes it easier to connect with the Collectives that match your mission.

Interested in understanding Open Collective and how it works? Feel free to play around in our staging area first. Use a ‘test card’ from Stripe to play with some pretend funds https://stripe.com/docs/testing#cards

Getting started with your Fiscal Host

Get your host registered on Open Collective

Customize what you want to say about yourself

Establish what you want to charge for what you do

Integrate third-party services to receive payments

Integrate third-party services to make payments

Enable services such as Two-factor Authentication

Let Collectives know your rules and entry requirements

https://staging.opencollective.com/
Create a Fiscal Host
Add your host info
Set host fees
Configure receiving money settings
Connect to payment processors
Upgrade your security
Add Fiscal Host policies