How to create a Non-profit Organization

Follow the steps below to create your non-profit organization:

1. Log into your Race Roster Dashboard.

2. Click Create an Organization.

If you have already created an Organization and would like to indicate that you are a charity/non-profit, proceed to step 4.

3. If you are creating a new Organization, complete the required fields:

4. Select that your Organization is a charity/non-profit and the non-profit organization category.

Note: Once an Event is associated with the non-profit organization and a donation has been processed for your Organization, you cannot reverse this selection.

5. Click Create.

Once your charity/non-profit organization is created, you will be directed to your events list.

This lists all events that your Organization is associated with. It will give your organization staff and admin a complete view of historical and current event partners. You can quickly access the Fundraising settings for each event by clicking the Action button and selecting "View."

This is where you will see the payment profiles associated with your non-profit organization across events. Payment profiles are viewable by all organization staff and admins, however they can only be managed by organization admins.
The first payment profile listed will be treated as the default payment profile, meaning that when your organization is added to an event, this is the payment profile that is associated by default.
If you need to change the payment profile for a specific event for any reason, you can do so from the Fundraising settings at the event level.

This is where you can manage your organization staff.
Note: Staff access is still managed on the event level. Fundraising staff members will need to be granted access to each of your event partners to access the necessary settings and information.

For more information about how your Non-profit Organization interacts with Event Fundraising settings, please visit this article.