Ownership verification and approval
How do you use our banking information during signup?
We ask for banking information purely as a way of confirming that the person who is trying to claim this organization is, in fact, an authorized member of the organization. The thinking is that only a true organization representative - e.g., a Director, Manager, Treasurer - would have access to these details.
Providing us with this information does NOT automatically sign your organization up for ACH/Wires. You can indicate your disbursement preferences after your ownership application is approved through the Bonterra Nonprofit Hub.
How long does it take for Bonterra to approve a request to claim an organization?
Some approvals occur automatically through our confidence-rating system. Others may take up to two plus business days to be reviewed and approved, especially if the review generates follow-up questions for your organization.
Why was the verification/ownership application for my organization denied?
All denied applications should include a declination reason in the email that is automatically sent once a final determination has been made. If you have a question about a particular determination, please reply to that email, and Bonterra will be happy to review your case.
What does it mean to be verified? I already have an account with CyberGrants.
Bonterra works with the Internal Revenue Service and other global databases to guarantee that nonprofits meet the charitable standards of our corporate customers. The Nonprofit Hub registration process allows us to thoroughly vet the individuals who claim to represent these nonprofits to ensure that they are the right person(s) to make decisions on the organization's behalf.
While nonprofit organizations may already have CyberGrants accounts with particular companies, the Bonterra Nonprofit Hub requires additional vetting to establish a centralized account that spans across participating funders. Once verified, users can access FrontDoor via single sign-on (SSO) from the Hub while continuing to use any existing company-specific accounts if needed.
Tax Status and eligibility
Which Tax Status should I select?
Your organization's specific tax status should be listed underneath the "Public Charity Status" in the top right corner of the determination letter that you received from the IRS. We have provided an example of an official IRS determination letter for you to reference.
Why am I required to select a particular sub-status?
Many CyberGrants funders restrict the organizations they support to particular subsections under 501(c)(3). Therefore, you must select a specific tax status when submitting an ownership request. You cannot simply select "501(c)(3)". Common examples of subsections include "170(B)(1)(a)(i)" for religious organizations or "170(B)(1)(a)(ii)" for public colleges & universities.
US governmental entities
Municipalities, first responders, public libraries, parks departments, and similar US governmental entities are exempt from federal income tax and may be eligible to receive tax-deductible contributions under Section 170(c)(1) of the IRC. Since they are not technically 501(c)(3) organizations, select "US Governmental Entity" for these types of organizations.
Note that we require different documents to certify their equivalent status and capture the contact information for an officer we can speak with if we have questions. Please provide one of the following if you represent a US governmental entity:
An IRS-issued 4076c Governmental Information Letter.
A US Governmental Entity self-attestation letter. We have provided an example of a self-attestation letter along with instructions on how to generate one.
Note that on both types of letters, you must provide your federal - not state - Tax ID number.
Organization & chapter setup
How can I change details about my organization, such as name, mailing address, email, etc.?
Many of these details can be changed within the basic information and contact information sections of the Organization Profile. Fields such as your organization's legal name and mailing address require a support ticket so that we can make the change for you.
A preferred Display name can be updated by the organization's Verified Owner through the Organization profile.
How can I add another organization to my profile?
Use the organization search field in the Bonterra Nonprofit Hub to look up the organization or chapter you are affiliated with. If the organization has not yet been claimed, you will be prompted to submit an ownership application. If it has already been claimed, you can request access as a secondary user. If you require access to this organization but should not be primarily responsible for administering it, please ask that person to claim the organization first, then request access as a Secondary User, and the new owner can approve your request, adding you to the account.
How can I add additional chapters or locations to my organization?
Adding new chapters or locations that are (1) not listed in the results of an organization search on the Nonprofit Hub, and (2) sharing your organization's tax ID can be performed with help from the support team (Support-Nonprofithub@bonterratech.com).
We consult with each organization owner to determine the ideal way to list their chapters or locations, so please know it may take longer to have them listed.
User and ownership management
How can I add another user/grantseeker to my organization?
New users must search for the organization name in the Bonterra Nonprofit Hub and request access. If you're the account owner, you'll receive a notification and can approve or deny the request. Once approved, the new user will receive a confirmation email from Bonterra Support to complete their account setup.
How can I change who the owner/administrator is for my organization?
Owners can transfer their ownership to another verified user on the organization’s account through the Bonterra Nonprofit Hub. In the Organization's Profile, click on the Users tab and, on the Organization summary section at the top, select "Transfer Ownership". Search for the verified user who should be the new owner and follow the on-screen prompts. Note: Ownership can only be transferred if at least one secondary user is active within the organization.
The owner of my organization's Nonprofit Hub account has left. What actions should I take?
Contact support if your organization’s verified owner is no longer with the organization. We can turn off their access and assist with redesignating ownership to another user.
Account access and troubleshooting
I was not able to activate/verify my email address after submitting my ownership application – what should I do?
To receive a new activation email, simply log in again using the password you created during the user registration process. If you were not asked for a password in the application process, please reach out for support.
Additional resources