Anedot Application

Setting up an Anedot fundraising account is quick and straightforward. The application typically takes just a few minutes to complete.

Before beginning, have the following ready:

• IRS EIN Document (IRS Letter CP575)

• U.S. Business Bank Account and online banking credentials

• Supporting documentation
  • Learn more by visiting: What do I need to apply for an account? 

Start your application: Apply for an Account

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Completing the Application

The application should be filled out to the best of the applicant's knowledge. During verification, Anedot’s Underwriting team may contact the applicant directly to confirm or clarify details.

Table of Contents:

• Name
• Category
• Onboarding Survey
• Support Profile
• Legal Entity
• Documentation
• Connect Bank
• Financial Authority
• Pending Application
• Application Approval

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Apply for an Org Account

Complete the following:

• Display Name (The name shown to your supporters)

• Type of Organization 

• Sub-Category

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Category

Select an additional category that best fits your organization type.

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Onboarding Survey

Complete the following:

• Previous Processor
• How did you hear about Anedot?
• Estimated annual processing volume
• Where do you plan to use Anedot?

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Support Profile

Anedot does not publicly provide a Directory of Accounts, but upon individual request, we may provide the following details to supporters. 

Complete the following: 

• Description Shown on Donor Bank Statement
  • The Statement Descriptor is the name that will appear on a donor’s bank statement. By default, it auto-populates with your organization’s Display Name but can be customized as needed. The descriptor is limited to 16 characters.
    
    For longer organization names, consider using abbreviations and removing spaces. Choosing a clear, recognizable description helps donors identify transactions and can reduce the risk of chargebacks and refund requests.
• Public Phone Number
• Public Email Address
• Public Address

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Legal Entity

Provide the following details:

• Tax ID (EIN) (required)
• Legal Name
• Date Established (best estimate is acceptable)
• Mission Statement
• Legal Address

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Documentation

Provide the following: 

• EIN document from the IRS (IRS Letter CP575)
• Additional supporting documentation (Optional)

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Connect Bank

Anedot uses Plaid to verify banking details. Learn more about Plaid here!

To connect the organization's bank account via Plaid, follow the steps below:

1. Click Connect Your Bank
2. In Plaid, click Continue.
3. Select your bank or search using the bank name
4. Enter online banking credentials
5. Enter the Verification Code sent by your bank
6. Choose the bank account to link
7. Review terms and click Connect Account Information

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Financial Authority

One individual associated with the organization must accept Financial Responsibility in order to submit the application.

To assume Financial Responsibility, the individual must meet at least one of the following criteria:

• Be listed on a public record, government, or financial document linking them to the organization

• Hold legal and financial authority to control, manage, or represent the organization, such as serving as the president, treasurer, executive director, candidate, or another authorized representative

If the individual completing the application cannot accept Financial Responsibility, they should select “No, I am not the Account Owner.” An invitation can then be sent to the appropriate individual to assume the role of Account Owner. This person will receive an email with instructions to accept Financial Responsibility.

Once the invitation is sent, the current user may exit the application. The invited Account Owner can then complete and submit the application.

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Pending Application

Once submitted, the application enters a Pending status and is reviewed by Anedot’s Underwriting and Risk teams. Reviews typically take 2 to 5 business days. The Underwriting team will provide updates if additional information is needed.

All communication related to the application will be sent from accounts@anedot.com. A follow-up email is typically sent for verification after the application has been submitted.

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Application Approval

You will receive an email notification once your fundraising account has been approved and activated. For additional assistance with your active fundraising account, please contact our Support team here.