Settings
      Back to home
      1. Help Center
      2. Settings

      Organization Info Guide

      The Organization Info section in WeGive provides a centralized place to manage key details about your organization, including your legal information, donor communication settings, and default behaviors for features like Dunning Flows and triggered messages.

      This information appears across many public-facing and system-generated areas such as receipts, tax statements, and checkout footers, making it essential to keep it accurate and up to date.

      Where to Find It

      To access your organization’s settings:

      1. Click on the Settings tab in the main menu.

      2. Select Organization Info (or click Open Organization).

      What You Can View and Edit

      Legal and Identity Information

      • Legal Entity Name: This is entered by WeGive on the backend and is used for tax receipts and financial reporting.

        If it needs to be changed, contact WeGive Support.

      • Doing Business As (DBA) Name: Editable field that appears in donor-facing areas like checkouts and receipts.

      • EIN (Employer Identification Number): Shown for reference; appears on tax-deductible receipts.

      Address and Contact Info

      • Organization Address: Used on receipts and tax statements.

      • Primary Support Email: Public-facing email that donors will see on communications.

      • Donor Relations Contact Email

      • Phone Number

      • Website

      • Time Zone: Sets the time zone for timestamps across the system.

      • Mission Statement: Often displayed in checkout footers and donor-facing views.

      Communication and System Settings

      Web Portal Communication Requirements

      These are used to define how your organization communicates with supporters:

      • Support Contact Info: Displays in donor communications.

      • Website & Mission: Shown in the footer of checkout forms.

      Feature Controls

      Dunning Flow

      If your organization processes recurring donations, the Dunning Flow helps recover failed payments.

      • Enable Dunning Flow: Activates automatic reminder emails when recurring donations fail.

      • Trigger Behavior: If enabled, the system will:

        • Email donors weekly for up to 4 weeks

        • Remind them to update their payment method

        • Help recover failed recurring donations without manual intervention

      You must also enable the Recurring Plan Installment Triggered Messages for this to function correctly.

      Transaction Tracking

      • Enable Transaction Tracking URL: This allows you to track which specific checkout a transaction originated from, giving you visibility into fundraising source performance.

      Integration Engagement Settings

      If you use an integration to sync data (such as from a CRM or other system), you can control whether WeGive should trigger engagement emails:

      • Enable Engagements for Synced Data: When enabled, triggered emails (e.g., donation confirmations) will send for payments that come in through your integration.

      • Disable Engagements for Synced Data: If you prefer to handle communication through your external system (e.g., your CRM), you can turn this off.

      Best Practices

      • Keep your DBA name and contact info updated to ensure a consistent donor experience.

      • Coordinate with your finance and compliance team before requesting changes to legal name or EIN.

      • Use the Dunning Flow to automate recovery of failed recurring payments.

      • Use tracking URLs and synced data settings strategically if you're using external integrations.