In this course, you’ll learn how to properly fill out your Organization section under Settings — a critical first step for ensuring accurate receipts, effective communication, and clean data across the platform.

We’ll walk through each field, including your legal name, address for tax receipts, support and donor contact information, EIN, mission statement, and processing preferences. You’ll also learn how to configure integration and communication settings that impact syncing, email delivery, and time zones.

By the end of this training, your account will be fully personalized and ready for fundraising, donor communication, and data integration.