Update Your Organizations Name in Tithely Giving

Discover how to update your organization's name in Tithely Giving with our step-by-step guide. Learn the permissions required and follow simple instructions to update your organization name in various sections, including Organization Settings, Locations, Statement Settings, Donation Emails, and Giving Form & App. Ensure smooth transitions and maintain accuracy in your Tithely account.

User Permissions needed to access Giving 
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.

Update #1: Organization Settings

  1. Login to your Tithely account.

  2. Select the Global Settings menu at the bottom right of the screen.

  3. Select My Organization.

  4. Then choose Organization Settings.

     Global Settings > My Organization
  5. Update your organization name.

    Organization Settings
  6. Save Changes.

Update #2: Locations

  1. Login to your Tithely account.

  2. Select the Global Settings menu at the bottom right of the screen.

  3. Select My Organization.

  4. Select Locations.

  5. Select the location you'd like to update by clicking on it.

  6. Update your organization name.

  7. Save Changes.

Update #3: Statement Settings

  1. Login to your Tithely account.

  2. Select Giving from the left-hand menu.

  3. Select Settings from the Giving menu.

  4. Select Deposit and Statement Settings.

  5. Update your Statement Descriptor.

    Statement Descriptor
  6. Save Changes.

Update #4: Donation Emails

  1. Login to your Tithely Admin account.

  2. Select Giving from the left-hand menu.

  3. Select Settings from the Giving menu.

  4. Select Donation Emails.

  5. Update the 'from' field to your new organization name.

  6. Save Changes.

Update #5: Giving Form & App (Optional)

  1. Login to your Tithely Admin account.

  2. Select Giving from the left-hand menu.

  3. Select Style from the Giving menu.

  4. Update your Giving Form colors to match any brand changes.

  5. Save Changes.

Update #6: Submit Organization Name Change

The primary admin on your Tithely account needs to email priority@tithe.ly your new EIN paperwork with your new organization name.

Include the following information:

  • Clearly state the primary administrator's name and email address.
  • Include your new EIN paperwork.
  • Let the team know your former organization's name and what it has been updated to.
  • Let the team know if any of your other organization information has changed.
Was this article helpful?
0 out of 0 found this helpful