General Information

Use General information, from Settings, Control panel, to manage key details about your organization. These settings help ensure supporters recognize your organization and that receipts and giving statements display accurate information.

With General information, you can:

• Choose the name supporters see in the portal, email messages, and forms.

• Set the legal name alias when multiple Raiser's Edge NXT databases exist.

• Update the address that appears on receipts and giving statements.

• Enter an alternate tax ID if your organization references more than one.

Note: Admins automatically have access to manage general information. To provide access to other users, navigate to Security. Under Role management, Settings roles, add or edit a role. Next, select Show permissions for General information tasks and include General information.