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 configuration options. Before launching Fundraise Up on your website, we recommend reviewing settings that impact account management and the donor experience.
These global settings define how your organization is referenced in various areas of the platform, and in emails sent from the platform.
Customer support email address
Customer support phone number
The value for this property is automatically added to email footers and is included on receipt PDFs.
Confirm that the correct timezone for your organization is configured. The timezone value is used to generate fundraising insights, and is referenced by timestamp properties in Exports and integrations.
- Minimum resolution: 120 x 120px
- Recommended resolution: 240 x 240px
This is the transaction identifier that will appear on a donor ’s billing statement. Ensure that your statement descriptor is short and recognizable to avoid potential charge disputes by donors.
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.
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 →