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
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
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.
Organization logo
The image included here is used as the default logo for features like the Checkout modal, Campaign Page and Donor Portal. In some areas of the platform, you can override the use of this image using a separate image file.
- Minimum resolution: 120×120 px
- Recommended resolution: 240×240 px
Legal
These settings manage how your organization is referenced in emails, receipts, and other areas of the platform.
- Legal name: include the full legal name of your organization as it appears on your incorporation documents. This value is referenced wherever the legal name of your organization is required to be shown.
- Tax ID: include the tax identification number for your organization. This value is displayed in emails and on receipts.
- Legal address: include the address for your organization that is listed on your incorporation or tax documents — whichever is more accurate. Your legal address is included on receipts.
- Tax-exempt status checkbox: check this box if your organization is a registered charity.
Tax exemption verification
Upload your organization’s proof of tax-exempt status. Typically, this is a document issued by your country’s governing body.