Account Settings

Account Settings is the area that contains details about your organization, principal controlling officer, processing fees (pricing), bank account (for deposits), and your logo.

Organization Information

The information in this tab is self-editable except for the charity name.

  • If you have an organization name change, please email a copy of your new IRS 501c(3) letter so we can update the organization name for you.

  • Note: The organziation name in the the Account settings tab is for account purposes only. You may update the name your donor sees on your campaign forms at any time from the "My Campaigns > Fundraising Forms" area. For more information, please read the related help guide section Create a Campaign.
  • If you have multiple campaign forms and need to make address or phone number changes to all forms, you may use the "Apply this update..." checkbox so changes are posted to all forms rather than updating one at a time.

Principal Controlling Officer (PCO)

The principal of a corporation or charity is a person who has been authorized by the governing body of that organization 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.

Read more about PCO and the purpose for collecting this infomation in Principal Controlling Officer.

Pricing

This tab displays the debit/credit card fees and echeck fees being charged. Processing fees are deducted from transactions pre-deposit.