Step 8: Account settings

In this step, you will configure and review settings in the Dashboard.

The Settings view of the Fundraise Up Dashboard provides access to the platform’s main configuration options. Before launching Fundraise Up on your website, we recommend reviewing the settings that impact account management and the supporter experience.

You can access your main settings at any time from the Fundraise Up Dashboard by clicking your user name in the top-right corner and then Settings. Once you’ve found the main settings, select Account from the menu on the left-hand side.

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 Checkout. Ensure that the URL is for a website where the Fundraise Up installation script has been added.

Organization email

This email address is used as the default reply-to email address in emails. It is also added to the footer area of emails and included on receipt PDFs.

Customer support phone number

The value for this property is automatically added to email footers and is included on receipt PDFs.


Confirm the correct timezone for your organization. The timezone value is used to generate fundraising insights, and is used for timestamp properties in Exports and integrations.

Account code

Assign a custom identifier to your Fundraise Up account. This property is available in Exports and integrations.

The image included here is used as the default logo for features like the Checkout modal, the Campaign Page and the 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 from supporters.

The statement descriptor has a maximum length of 22 characters.

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 receipt PDFs.

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 receipt PDFs.

Tax-exempt status checkbox

Check this box if your organization is a registered charity.

Tax exemption verification

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

Continue to Step 9: Integrations →


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