Organization Settings

Your nonprofit profile—legal name, EIN, address, logo, and public description—lives in Settings → Organization at /settings. Organization profile and the Administration hub are available on All plans. Individual tools such as waivers and Fund Management have their own plans.

Fiscal year end and accounting basis are configured under Administration → Chart of Accounts → Account Defaults, not on the Organization tab. Date format, time zone, and currency display are under Settings → Preferences. For first-time setup, see Setup Organization.

Update the profile donors, grantors, and staff see across giving pages, receipts, and reports.

Organization tab (Settings → Organization)

• Legal name, DBA, and EIN
• Mailing address and phone
• Logo and public description
• Website and social links

Related settings elsewhere

• Fiscal year end & accounting basis — Chart of Accounts → Account Defaults (Chart of Accounts)
• Time zone, date format, currency — Settings → Preferences
• Personal theme — Theme & Appearance (all signed-in users)
• Payment setup, fund tree, waivers — Administration hub. Individual tools such as waivers and Fund Management have their own plans.

Good to Know

Organization profile and the Administration hub are available on All plans. Free plans include CRM, giving pages, and organization profile editing. Individual tools such as waivers and Fund Management have their own plans.

Related: Setup Organization, Chart of Accounts, Payment Processing.