Account

Learn about settings in the Account area of the Fundraise Up Dashboard.

Before launching Fundraise Up on your website, we recommend reviewing the settings that impact account management and the supporter experience.

Public information

 
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These settings control how your organization is shown to supporters and referenced across the platform.

  • Organization name: Appears as the descriptor on supporters’ bank statements. It may also appear in the Checkout Modal and Campaign Pages if no organization logo is uploaded — otherwise, the logo is shown instead. The organization name also appears as the browser tab title when supporters open the Donor Portal.
  • Website URL: Used as the base for launching the Checkout modal. The URL should lead to a page where the Fundraise Up installation code is present.
  • Organization email: Shown on supporters’ PDF receipts.
  • Customer support phone number: Displayed in email footers and on PDF receipts.
  • Timezone: Used for fundraising insights, as well as timestamps in exports and integrations. Make sure the selected time zone matches your organization’s location.

Account

 
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The settings in this area help you manage multiple Fundraise Up accounts when subaccounts are enabled.

  • Account code: assign a custom identifier to your Fundraise Up account. This property is available for exports and integrations.

Tax exemption verification

 
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Upload your organization’s proof of tax-exempt status. Typically, this is a document issued by your country’s governing body.

 

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