Organization details

By the end of this guide, you'll have your organization's details and address set in GiveForms. This information appears on donation form footers, transactional emails, and PDF receipts.

Before you begin

You'll need an Admin role in GiveForms.

Have your organization's website URL, EIN (if applicable), full mailing address, and primary time zone ready.

Steps

1. Open Organization Settings

Go to Settings → Organization.

2. Fill in Organization Details

Complete the following fields:

• Organization Name (required) — Your nonprofit's legal name. This appears on receipts and emails.
• Website URL (required) — Your organization's website.
• EIN (optional) — Your IRS-issued Employer Identification Number.
• Time Zone — Set this to your organization's primary time zone. Defaults to UTC, which means donation timestamps in your dashboard will be off until you change it.

3. Fill in Organization Address

Enter your nonprofit's mailing address:

• Address Line 1 (required)
• Address Line 2 (optional)
• Suite, Unit, or PO Box (optional)
• City (required)
• State (required)
• Zip Code (required)
• Country (required)

4. Save

Click Save at the bottom right of the page.

Where this information appears

Once saved, these details automatically populate across:

• Donation form footers
• Transactional emails (thank-yous, receipts, recurring notifications)
• The header of PDF gift receipts

Updating your organization details here updates them everywhere they appear. You don't need to update each campaign or email template separately.

A note on time zone

Time zone determines how donation timestamps display throughout the admin — in the Activity Dashboard, exports, and email logs. If left at the default UTC, a donation made at 9 AM Eastern will show as 1 PM (or 2 PM during daylight saving) on your dashboard. Set this once, correctly, and don't worry about it again.