General information

Use the settings under General information to manage which name to use for your organization, the address displayed on receipts, and the tax ID displayed if your organization references more than one tax ID.

You can manage which name to use for your organization so that supporters recognize it in the portal, email messages, and forms. If you choose not to change the displayed name, Raiser's Edge NXT uses the legal name that was provided at the time of purchase.

To change the name displayed in the portal, email messages, and forms, from Settings, Control Panel, General information, Basics, select Edit. Then, enter the name you want to appear in Display name and select Save.

You can set the name that appears in the portal when your organization has multiple Raiser's Edge NXT databases. If you don't set the name, Raiser's Edge NXT uses the legal name that was provided at the time of purchase.

To change the organization name:

  1. From Settings, Control Panel, General information, Basics, select Edit.

  2. Select Customize legal name.

  3. Enter the name you want to appear in Legal name alias. This name appears throughout your application, whenever an overall organization name is required.

    Note: Changing the Legal name alias does not modify the organization's legal name.

  4. Select Save.

If your organization references more than one tax ID, such as for gift receipts in parts of the organization that were merged or acquired, admins can enter a tax identifier to use as an alternate to the primary tax ID.

To change the tax ID displayed, from Settings, Control Panel, General information, Basics, select Edit. Then, enter the tax ID you want to appear in Tax ID and select Save.

Tip: Blackbaud uses your organization’s primary tax ID to verify your non-profit status. To change it, contact Support.

To edit the address that displays on gift receipts and giving statements, from Settings, Control Panel, General information, Addresses, select Edit. Then, enter the address information and select Save.

Note: To change your organization's physical or billing address, go to the top-level navigation in web view, select your initials, and then open your Blackbaud account. From the Blackbaud welcome page, select Organizations.

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.