Modifying your Organization Information

Donor Management System

When getting started with your DMS, you'll want to be sure to add your Organization’s location and contact details, as this information will show on your Tax Receipts and various message TemplatesIf needed, you can change this information at any time.

Adding your Organization’s Information in the DMS

1. Visit your administrative Settings

2. Select Organization Address and Contact Info. 

Settings> Organization Address and Contact Info

2. On the next page, you can update the following fields:

Fill out all the necessary fields

The following information is required to ensure compliance with tax regulations (see Configuring Your Tax Receipts for more information):

  • Organization Name: The name of your organization.
  • Description: A description of your organization.
  • Street Address: The address of your organization.
  • Email: The main contact email address associated with your organization.
  • Phone: The main contact phone number associated with your organization.

3. Once you've filled out the required fields, select Save to save this updated information in your DMS.