Your Account Settings (previously know as Account Profile) is the area that contains details about organization contact information, Principal Controlling Officer, processing fees, bank EFT info, and your charity logo.
Access the Account settings from the main landing page of the control panel or through the "person" icon in the new top navagation menu.
Manage Your Organization Information
The Organization information is self-editable except for the charity name and ein.
- If you have a name change, please email a copy of your your IRS 501c(3) letter or state non-profit status letter so we can update that charity name for you.
- Note: The organziation name in the profile is for account purposes only. You may update the name your donor sees on your payment forms at any time from the "My Campaigns >Fundraising Forms" area. For more information, please read the related article "Customizing Your Form" above.
- If you have multiple fundraising forms and need to make address or phone number changes to all forms, you may use the "Apply this update..." radio button so changes are posted to all forms at once rather than updating one at a time. (Figure (2))
Principal Controlling Officer
A Principal Controlling Officer is a person who has been authorized by the charity's board of directors to act on its behalf during any legal or tax matters that may arise. In practice this means a person who can sign documents that affect the charity, and the signature is binding.
A PCO may be an officer of the charity, such as president, vice president, founder, executive director, or a member of the board that has authority to act on behalf of the charity.
Why Do We Ask For this information?
Since we process payments on your behalf, our regulators and financial partners require us to perform identity verification. The collection of this information is intended to promote transparency and prevent individuals from using complex company structures to hide terrorist financing, money laundering, tax evasion, and other financial crimes. Identity verification requirements are now standard within the financial industry, including all payment processors.
For more information on PCO and why it is required, please read the related article "Principal Controlling Officer and Know Your Customer"
When should this information be updated?
If the data has never been provided or if there has been a PCO change, please complete the PCO data tab.
Account Pricing
The Pricing tab details the type of processing plan you are currently using:
- Debit/Credit transactions have a credit card processing fee, a transaction fee, and the GiveDirect platform fee.
- E-Checks have only a per transaction fee and the GiveDirect platform fee.
Other service charges and fees
- Employer Match donations receive an additional 15% processing fee. The employer match option is standard on all donation form but may be disabled by the charity. For more information on Employer Match donations please read the related article highlighted above.
- At this time, we take no additional percentage or transaction fee on international donations, chargebacks or returned checks. Since our payment gateway does charge for these transaction types, we do reserve the right to change our policy in the future.
- Integrations. This is a subscription-based add-on service. Pricing starts at $15/month plus usage fees. Please read the plan specifications here or call customer service for more information.
- Text-2-Give. This is a subscription-based add-on service. Pricing starts at $5/month plus usage fees. Please read the plan specifications here or call customer service for more information.
You may see fees per transaction in your Deposits > Individual Transactions detail page.
Updating Bank Account Info
The bank account info on file may be viewed in the Bank Deposits tab of your account profile page.
Update your bank account info and upload one form of supporting documentation.
Once the supporting documentation is reviewed by GiveDirect staff, the status will be changed to "Verified."
GiveDirect and America's Best Charities use different accounting systems. If you have accounts with both organizations, please submit updated data in each system separately.
Submitting and Updating your Logo
This tab should be straight-forwared and self-explanatory. If you already have a logo on file, you will see it displayed. If not, or if it needs to be updated, use the "Submit A New Logo" button.
If you use a donor standard email acknowledgement, you may view the email by clicking on the "Preview Email" button. Re-submit a modified logo if necessary for size or appearance.
If you use a custom email for any of your donation forms, go to the Email Receipts area of your Control Panel to preview those emails.