In this support article we will be reviewing all of the settings that will help you customize your nonprofit fundraising website to suit your needs.
Organization Page Settings
Your nonprofit’s Settings help you control aspects of your page and your presence. You can customize your URL, manage other users who have admin access to your page on ColoradoGives.org, and update your bank information for disbursements.
To access your Organization Settings, click Settings on your dashboard:
From this area of the dashboard, you can easily access:
Plan Management
If you are on the Starter Plan and would like to upgrade to our Advanced Plan or sign up for a free trial, select "Plan Management" within your Settings section.
If you are an Advanced Plan and would like to view your payment details or update the credit card on file, all of that information will also be available within this area.
General Settings
URL Customization
This allows you to change the URL of your page. By default, it will be your organization’s legal name, but you can change it to a DBA or shorten it with this tool.
Please note, a unique url can only be used or taken once on our platform. If a specific url is not available, that means it has already been taken and you cannot use that url. However, feel free to include dashes in order to utilize the url you want (ex. -ColoradoGives.org-Foundation)
Discoverability
When Discoverability is “on,” ColoradoGives.org users can easily find your organization using our search feature. Turning off Discoverability will hide your organization so only supporters with a direct link can access.
Alternate Search Names
Alternate Search Names provides you the ability to list alternative names of your organization so that donors can easily find your organization within the search. This could be an acronym or secondary name. For example -
Organization Name: Colorado Public Radio
Alternate Search Name: CPR
Social Sharing
Social Sharing allows you to update the image and text social media networks use when someone shares your page.
The recommended photo size for social sharing is 1200px x 627px.
Fee Payment Model
If you would like to disable the ability for donors to cover the transaction fee during the check-out flow, select "Manage Fee Options."
Organization Info
Organization Profile Information
You can update the organization information displayed on your organization profile under the ‘Organization Profile Information’ section, and then click ‘Save’ at the bottom of the page.
Legal Name
The legal name will be shown on the donation receipt for your organization. The legal name can differ from your DBA/display name.
Underneath "Enter a new name" enter the updated legal name. You will need to provide a IRS or State Attorney General documentation approving the request for a name change or DBA. The documentation should include both the old and new legal names of the entity.
Legal Mailing Address
The legal mailing address will be used for check disbursements and will be shown on the donation receipt for your organization.
Once you are in "Organization Info" scroll down until you see your mailing address and "Legal Mailing Address"
Underneath "Enter a new Address" enter the new mailing address. You will need to upload a verification document, which can be any federal or state document (sales/tax certificate), bank statement or utility bill, and must clearly list your organization’s name as it is listed with the IRS and updated address. The documentation cannot be manually-filled in or generated by your organization (ex. no W-9s or donor statements).
Once you select "Save" your request will be reviewed by the ColoradoGives.org team.
If your address is already updated with the IRS, you can also utilize the "Sync with IRS address" tool to immediately updated your legal address.
Disbursement Settings
You can review and update your banking information for disbursements under the "Settings" and "Disbursement Settings" section on your dashboard.
To set up an Electronic Funds Transfer (EFT), scroll down and click "Switch to Direct Payouts with EFT." You will be asked to enter your routing number, account number and attach a voided check/bank letter.
Once you select "Set Up EFT" your request will be reviewed by the ColoradoGives.org team. If your EFT is approved, you will receive an approval email.
If you need to update your EFT, within Disbursement Settings and select "Edit" to submit your new EFT information.
Admins
Once you’ve been approved as an administrator of your page, you can add or remove other admins from the Admins section.
All of your current administrators will be listed here. All administrators have the same administrative control and access. Administrators can designate lead contact admins in order for the ColoradoGives.org support and communications teams to contact your organization with important updates.
To add additional administrators to your page, select "Add New Admin"
To designate a new admin as a lead contact:
- Click 'Add new admin' in the upper right corner.
- Enter the first name, last name, email address, and position.
- Scroll down and check the "Mark as a lead contact" box.
- Continue with adding the best phone number for the contact and any notes you would like our support and communications teams to know. *Something to note: The telephone number will only be used for urgent security or support issues.
- Be sure to click "Save."
If an individual has requested to be an administrator, you can approve or deny their request.
To approve a request, simply select "Approve."
If you would to deny a request or delete an administrator, select the grey x found within the Actions column.
Once you select the grey x, you will be asked to confirm that you want to remove the individual.
To designate a current admin as a lead contact:
- Navigate to the 'Settings' > 'Admins' tabs on your organization profile page.
- Select the 3 dots to the right of the admin's name. Then select 'Edit.'
- Scroll down and check the "Mark as a lead contact" box.
- Continue with adding the best phone number for the contact and any notes you would like our support and communications teams to know. *Something to note: The telephone number will only be used for urgent security or support issues.
- Be sure to click 'Save.'
Have Questions?
If you have any questions about the features on your ColoradoGives.org organization profile page or would like help making it as amazing at it can possibly be, contact us here.