Account

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

Public information

These global settings define how your organization is referenced in various areas of the platform, and in emails sent from the platform.

• Organization name: confirm that your organization name appears as expected. This name will appear in various areas of the supporter experience, including the Checkout modal, Campaign Page emails, and receipts.
• Website URL: the value included for this property defines the base URL used to launch the Checkout modal. Ensure that the URL points to a website where the Fundraise Up installation script has been added.
• Organization email: the email address for your organization. This will be displayed in your supporters’ PDF receipts.
• Customer support phone number: this number will be automatically added to email footers, and is also included in supporters’ PDF receipts.
• Time zone: confirm that the correct time zone for your organization is correct. The time zone chosen here is used to generate fundraising insights, and is used for timestamps in your exports and integrations.

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

Statement descriptor

This is the transaction identifier that will appear on a supporter’s billing statement. Ensure that your statement descriptor is short and recognizable to avoid potential charge disputes by supporters. The statement descriptor has a maximum length of 22 characters.

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.