Blackbaud Integrated Payments: USD Account Checklist
Tip: This checklist is for accounts processing in U.S. dollars. For other currencies, see Merchant Account Requirements.
Use this checklist to prepare the details you submit during Blackbaud Integrated Payments account setup.
To meet credit card security standards, Blackbaud collects details about your organization and the person authorized to sign legal documents. All submitted information, including personal information, is encrypted and handled in compliance with Personally Identifiable Information (PII) regulations.
Note: Blackbaud may periodically request updates to account or signatory information. When updates are needed, your organization receives email and in-product notifications.
Organization Information
Federal Employer Identification Number (EIN)
Organization legal name, address, and website URL
Note: For-profit companies must also provide names and email addresses for all company owners who hold 25% or more of the company.
Principal Employee Information
The principal employee — or signatory authority — is the individual at your organization with authority to sign legal documents on its behalf. Often, this person has financial oversight for your organization and the ability to create new accounts.
Name and work title
Contact information (email, phone number, and home address)
Date of birth
Bank Information
To receive direct deposits of funds, provide the following details about your organization's bank account:
Bank name and bank account type
Routing and account numbers
Account holder
Estimated monthly processing amount
Tip: Take the total amount your organization processed last year and divide it by 12. Blackbaud securely stores this information to better support your payment processing needs.
Estimated average transaction amount
Tip: Take the total amount your organization processes and divide it by the number of transactions received. Use annual data if available.
A voided check, bank statement, or bank letter
Note: The file must include your organization's legal name and address, the bank name and contact information, and the account type, account holder, routing number, and account number where you receive disbursements. Accepted file types are .pdf, .jpeg, .tif, and .png, and files can't exceed 5 MB.
Account Name, Statement Descriptor, and Account Credentials
During account setup, you also specify:
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A unique account name to appear internally in places such as lists and reports
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A statement descriptor to appear on payers' credit or debit card statements, which includes your organization's name, phone number, and email address
Tip: The statement descriptor helps payers identify transactions and reduce the likelihood of disputes. Enter information exactly as it should appear.
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A unique username and password to connect Blackbaud solutions to your merchant account
Note: These credentials are different from your Blackbaud ID.