Organizations Overview

An organization record holds all of the information related to a specific grantee, intermediary, fiscal sponsor, or vendor in your site. Organizations are at the top of the data structure in GivingData sites, as almost all other data in the site relates back to an organization. For example, each request must be tied directly to an organization record. 

Add an Organization

Add a new organization record in the site. 

• Resource: 
  • Organizations

View and Edit Information on an Organization Record

Once added to the site, additional information can be added to an organization record on each of its tabs. The information can then be viewed and updated. Some of the organization record tabs include the grantee 360 timeline, financials and compliance, requests, and demographics via Candid. 

• Resources: 
  • Organizations
  • Grantee 360 Timeline
  • Organization Financials and Compliance
  • Manage Organization Bank Accounts
  • Bank Account Verification

Manage Organization Settings

Multiple settings can be configured related to the information contained on organization records. These settings can be managed from Admin Tools & Settings.

• Resource: 
  • Organizations