Organization Information & Account Ownership

The Organization Information section stores key administrative details about your fundraising account, including designated contacts and ownership.

Table of Contents: 

• Organization Information Overview
• Assigning Points of Contact
• Changing the Account Owner
• How to Transfer Account Ownership

Organization Information Overview

This information is collected during the initial application process and includes the legal and financial identity of the account.

• Updates to this section (e.g., name, legal entity, EIN) must be made by Anedot Staff.

• To request changes, please contact Support.

Assigning Points of Contact

You can assign specific users as points of contact for different areas of your organization:

• Donor Support

• Marketing & Communications

• Finance & Accounting

To manage points of contact:

1. Go to Settings > Setup > Organization Info

2. Choose the appropriate user for each contact type from the dropdown

3. Click Save

Changing the Account Owner

The Account Owner is the person with legal and financial authority over the fundraising account. This individual is financially responsible and must have access to the organization’s bank account.

Who Can Be an Account Owner?

Typical roles include:

• President

• CEO / CFO

• Executive Director

• Chairperson

• Treasurer

• Candidate

How to Transfer Account Ownership

To initiate a transfer:

1. Go to Settings > Setup > Organization Info

2. Click the blue “Change Owner” button

3. Confirm the prompt: "Yes, I need to choose or invite the new Account Owner"

4. Select an existing user from the dropdown or invite a new one

5. Click Request Ownership Transfer

The new owner will receive an email with a Confirm Ownership form. Once submitted:

• Their status will be updated to Owner under Settings > Access > Users > Permission Sets

• The previous Owner’s role will be downgraded automatically