Who Can Edit Organization Profile Fields?
Only an Organization Owner can update the Organization Profile.
If your organization was migrated from FrontDoor, its profile and verification status were retained.
Owners can change editable fields and request updates to the payment method.
You may be required to provide documentation as proof of the update.
To make edits to most of the fields in the Organization Profile, an Owner should:
Navigate to the Organizations section in Nonprofit Hub.
Locate the About section.
Click the pencil icon next to the field they want to update.
Enter the new information.
Save the changes.
To modify the Chapter/Location ID, navigate to the Organization Overview, click the Edit (pen) icon located at the top right, update the Location ID field, and then select Save Changes.
Who can update the Legal Name, Address, or EIN?
If an organization needs to update its legal name, address, or Employer Identification Number (EIN), the organization owner must submit a formal request to the support team. This ensures proper verification and compliance with Bonterra’s policies.
Processing for changes to the Employer Identification Number (EIN) typically takes 1-2 business days for verification.
Once verified, the organization owner will be able to update the EIN field within the Bonterra system without delay.
To request a change, the organization owner should:
Contact Support using the messenger available by clicking the icon in the bottom right of the screen on any Nonprofit Hub page. (Follow the steps to request help with your organization profile and confirm you're an owner.)
Provide official documentation supporting the requested change.
Await confirmation and processing from the Bonterra team.
If administrative ownership adjustments are needed for compliance or special permissions and cannot be completed by the current Owner, contact the support team and provide the required authorization documentation. A current Owner can transfer ownership directly to a verified secondary user. Verified secondary users, however, must contact Support to request an ownership transfer and must be verified before submitting the request.
Tips to Ensure Timely Processing
To prevent delays in processing:
Double-check all required documents before submission.
Ensure the information provided is accurate and up-to-date.
Submit your request during business days to avoid additional waiting time.