Organization Setup

Properly configuring your organization's settings ensures accurate financial reporting, compliant tax receipts, and a smooth experience for your team and donors.

Basic Information

Navigate to Administration → Organization Settings to configure:

Organization Name: Your nonprofit's legal name exactly as registered with the IRS. This appears on all tax receipts and official documents.
EIN (Employer Identification Number): Your 9-digit tax ID number. Required for generating IRS-compliant donation receipts.
Address: Your organization's physical mailing address. Used on receipts and correspondence.
Phone Number: Primary contact number for your organization.
Website: Your organization's website URL (displayed on donation pages).
Logo: Upload your logo for branding on receipts, donation pages, and reports.

Fiscal Year Settings

Your fiscal year determines how financial reports are generated and when year-end processes occur. Most nonprofits use one of these:

Calendar Year (December 31): Most common, aligns with tax year
June 30: Common for educational institutions and organizations aligned with academic years
September 30: Aligns with the federal fiscal year, common for government-funded organizations
Custom: Any month-end date that works for your organization

Important: Changing your fiscal year after you've entered transactions requires careful planning. Contact support if you need to make this change.

Currency & Regional Settings

Primary Currency: USD is the default. Multi-currency support available on Enterprise plans.
Date Format: Choose MM/DD/YYYY or DD/MM/YYYY based on your preference.
Time Zone: Ensures all timestamps are accurate for your location.
Number Format: Configure decimal separators and thousands grouping.

Tax Receipt Settings

Configure how donation receipts are generated and sent:

Auto-send Receipts: Automatically email receipts when donations are recorded
Receipt Template: Customize the thank-you message and branding
Tax-Deductibility Statement: Standard IRS language is included by default
Signature: Add an authorized signature image for official receipts

Multi-Entity Support

For fiscal sponsors managing multiple nonprofits, Alignmint provides complete data isolation between entities while allowing centralized oversight. Each entity has its own:

Chart of accounts
Donor database
Financial reports
User permissions