Control Panel Settings

Select General information to:

• Manage which name to use for your organization so that supporters recognize it in the portal, email messages, and forms. Otherwise, Raiser's Edge NXT uses the legal name that was provided at the time of purchase.

• If your organization references more than one tax ID, such as for gift receipts in parts of the organization that were merged or acquired, admins can enter a tax identifier to use as an alternate to the primary tax ID.

  Tip: Blackbaud uses your organization’s primary tax ID to verify your non-profit status. To change it, contact Support.

• Edit the address that displays on gift receipts and giving statements.

  Note: To change your organization's physical or billing address, go to the top-level navigation in web view, select your initials, and then open your Blackbaud account. From the Blackbaud welcome page, select Organizations.

Note: Admins automatically have access to manage general information. To provide access to other users, navigate to Control panel, Security. Under Roles, Settings roles, add or edit a role. Next, select Show permissions for General information tasks and include General information.

To ensure the names of individuals appear consistently throughout the web view, such as on records and in lists, you can set how to display them. For more information, see Constituent Record Settings.