Add an Associated Organization

This article provides steps to add an Associated Organization.

Here are the steps:

  1. From Giving go to Organizations.
  2. Click on the ellipses (3 vertical dots) to view the drop down menu.
  3. Click on Add Organization.
  4. Enter the Organization Name.
  5. Select the Type. (Church (default), Diocese, Non-profit, School, Other)
  6. Enter the Location.
  7. Enter the External ID.
  8. Enter the Address, City, State and Zip Code
  9. Enter Email Address
  10. Enter Phone Number
  11. Enter Reporting Email Address
  12. Click on ADD ORGANIZATION.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

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