Add and Manage Chapters

1. Navigate to the My Nonprofits area.

2. Click on the Add a new chapter/affiliate icon next to the nonprofit name.

   

3. On the Add a Chapter page, take the following steps.

   Step 1: Profile

   1. Enter identifying information about the chapter that will be used for its Nonprofit Profile.

      • Display Name - This is the name that is shown to the public.

        Tip: To create a standardization of chapter names, we suggest that you prefix your chapter name with your parent name. For example, if YourCause was a chapter based organization located in Plano, Texas, the Charleston chapter would be named YourCause - Charleston.

      • Mission (Optional) - Adding a mission statement allows you to communicate your organization's purpose and goals to potential donors.

        Note: It is recommended to mention the parent in the new chapter's mission statement . For example, Payments will be sent to the {Parent Nonprofit name} to then be distributed to the {Chapter name}.

      • Tags (Optional) - Enter the keywords and tags associated with the chapter. Separate each tag by a comma or click on the Enter key.

      Note: The new chapter will initially inherit the parent organization's nonprofit logo. This can be changed once approved.

      

   2. Select Next step to continue.

    

   Step 2: Contact Information (Optional)

   1. Provide the contact information for your chapter that will appear on your Nonprofit Profile, including:

      • Phone Number

      • Email

      • Website

      

   2. Select Next step to continue.

    

   Step 3: Display Address

   1. Provide a Display Address for the chapter. This is the address that will appear on its Nonprofit Profile.

      

   2. Select Next step to continue.

    

   Step 4: Add New Administrator (Optional)

   By default, you and any other Administrators of your organization will become Administrators for the new chapter. You can elect to add a new Manager or Administer during this setup process.

   1. Provide the email address of another individual to invite to be a Nonprofit Administrator for this chapter.

   2. Specify their user role - Administrator or Manager.

      Note: For more information about each role, see What permissions are available to the Manager and Administrator roles?.

      

   3. Select Next step to continue.

    

   Step 5: Reason for Adding Chapter

   1. Provide the reason you are creating this chapter organization. This information will assist with YourCause's review.

      

    

4. Select Save to add the chapter.

The chapter must first be reviewed by YourCause before it will be added to the system. Pending chapter requests cannot be edited. Selecting x next to the request will cancel it. Selecting the eye icon will allow you to view the pending request.

1. Navigate to the My Nonprofits area.

2. Select the parent nonprofit if multiple are available.

3. Choose the appropriate chapter from the dropdown to view its account.

1. Navigate to the My Nonprofits area.

2. Select the circle icon next to the chapter.

3. Provide a comment as to why the chapter is being removed.

4. Select Deactivate to deactivate the chapter.

Once complete, the chapter will display as Inactive in the system.

• Users can be added and removed from the chapter similar to how the parent is managed. However, Administrators for a chapter only have access to the chapter's details - no access is granted to the parent's details.

• The chapter's Nonprofit Profile will follow from the parent's Nonprofit Profile, but it can be customized to some extent when adding it to the system.

• Disbursements will be handled at the parent level and not by the chapter.