Your Profile

Organizational information may be updated and set in the Account Information area. It is important that this information is kept up-to-date.

The following provides a detailed explanation of each of the fields listed:

Account Number:

Organizations account number. This account number is used for all checkout page identifications and should be available for support requests.

Organization Name:

The name of the organization as it appears in the receipt and checkout pages.

Primary Contact

The name of the person that should be contacted in case of questions or account issues. It is important that this information is kept up-to-date. Account may be disabled if the primary contact cannot be contacted in case of questions.

Contact Email Address:

Email address of organization's primary contact. This information must be kept up-to-date. Account may be disabled if emails sent to this address are bounced or are not answered in a timely manner.

Tax ID/EIN:

Organization Tax ID or Employer's ID number. The information is used in the receipt and is important for organizations that receive tax deductible contributions.

Your Website Address:

Organization's website address where the Click & Pledge button is located. Websites are routinely checked to ensure proper operation of the Click & Pledge links and buttons. Accounts whose websites cannot be reached over an extended period of time are subject to suspension.

Mailing Address:

Primary address of the organizations. Checks and payments are sent to the mailing address, therefore it is important that the address is up-to-date.

Auto Settlement [Merchant Accounts ONLY]:

Enabling this feature forces the system to submit all daily transactions for settlement at 11:00 p.m. It is strongly recommended that auto-settlement option is left un-checked. It is a safe practice to review all payments prior to settlement since the fees associated with settling a payment that has been made in error may exceed the intended payment. Example: A donor making a mistake in making a donation of $50 and accidentally charging $5,000. If this payment is made at 10:58 p.m. and it settles at 11:00 p.m. the fees associated with crediting back the charge will exceed the intended $50 donation. Once a transaction has settled the bank will NOT reverse its processing fees.

Receipt Reply To Email:

Email address used as the return address for the receipt. The email address listed here will receive all replies from the receipts sent to the patron. Make sure this email is a valid email that responds to the patrons in case of any questions.

Receipt/Email Notification:

A copy of all receipts is emailed to the address(es) listed. Separate each email with semi-colon (;).

Phone:

Organization's primary phone number. The number is used in case of inquiries or issues with the account. It is important that this information be kept up-to-date as any security validation or confirmation needs to be done over the phone using the number listed.

Fax:

Organization's fax number. The fax number to be used in case of inquiries or issues with the account.

Tax Designation:

Organization's tax designation, e.g. 501 c(3), etc. This information is used by default in the receipt if donations to the organization are tax-deductible. The information may be customized for each checkout page.

Tax Exempt:

Is the organization tax exempt? This information is used by default in the receipt if donations to the organization are tax deductible. The information may be customized for each checkout page.

Tax Deductible Donations:

Are donations to the organization tax-deductible? This information is used by default in the receipt if donations to the organization are tax-deductible. The information may be customized for each checkout page.

Time Zone:

Select organization's time zone. All schedules are based on the time zone selected. Receipt time-stamp reflects the time in your time zone at the time of payment.

Sector / Sub-Sector:

Select the sector & sub-sector that best describes your organization.