How can I update my organization information?
Keeping your organization’s information up to date is essential for smooth operations. On Zeffy, you can easily update your organization’s name, type (nonprofit status), address, and more. Here’s how to do it:
Log into your Zeffy account
In your Zeffy dashboard, click on your name in the bottom left corner > click "Settings"
Under the Organization section, click "Organization Information."
You can update the following details:
Organization Name
This is the name that appears on your Zeffy forms and public pages. To change your organization's legal name, use the Business Details section under Bank Identity in your settings. For more information, see Set your "Doing Business As" (DBA) name.
Organization Type
In the US, you have the option to select if your nonprofit is a 501(c)3, a 501(c) organization that can emit tax receipts, another nonprofit organization or a private business.
In Canada, you have to option to choose if your organization is a registered charity, a social enterprise without a CRA number or a private business.
💡 501(c)3 is the most common type of nonprofit in the US. You can find a non-exclusive list of US nonprofit types that are eligible to use Zeffy here.
EIN (Employer Identification Number) or CRA Number (Canada Revenue Agency)
Address
Website
Bank Descriptor
⚠️ The bank descriptor is what appears on your donor's bank statement. We recomend adding a bank descriptor that is similiar to your organnization's name. This can help donors recognize payments on their card statements to avoid payment disputes.
5. After making your edits, click "Confirm" to save your changes.