NPOconnect Admin Checklist
Let's Get Started!
Welcome to the Global Good Network of Giving! Once you've Created an Account and registered as an administrator for a nonprofit on the NPOconnect Platform, there are a few basic steps you will need to take to complete your organization's profile and maintain your eligibility to receive matching gifts.
Follow the final steps below to establish an active presence with our corporate partners:
- First, in order to make any changes to your Administrator Account or Profile, you will first need to log in to the NPOconnect Nonprofit Platform
- Update Disbursement Information such as your Mailing Address, OR Register for Electronic Payments (ACH)
- Go to Administration >> Disbursement Information
- NPOconnect URL: https://nonprofit.yourcause.com/account-setup/disbursement-information
- Follow Our Guide to Managing Disbursement Information on our Help Desk: https://yourcausenpo.zendesk.com/hc/en-us/articles/360004267011
- Create Your Global Goals Profile, reflecting your impact on the Sustainable Development Goals (SDG)
- Go to Administration >> Sustainable Development Goals
- NPOconnect URL: https://nonprofit.yourcause.com/account-setup/sdg
- Read More About the Global Goals Profile on our Help Desk: https://yourcausenpo.zendesk.com/hc/en-us/articles/360009586651
- Affirm Your Compliance Statements to maintain your match eligibility with our corporate partners
- Go to Administration >> Compliance/ Affirmations
- NPOconnect URL: https://nonprofit.yourcause.com/account-setup/compliance
- Update the details of your Nonprofit Profile such as your display name and address, logo, mission statements, contact information, as well as website
- Go to Administration >> Profile
- NPOconnect URL: https://nonprofit.yourcause.com/account-setup/profile
- Find Out More About Your Nonprofit Profile on the Help Desk: https://yourcausenpo.zendesk.com/hc/en-us/articles/204886975
- Invite Additional Users to help you Manage your NPOconnect accounts.
- Go to Administration >> Users >> Add User
- NPOconnect URL: https://nonprofit.yourcause.com/account-setup/users
- Find Out How You Can Manage Users On Our Help Desk: https://yourcausenpo.zendesk.com/hc/en-us/articles/360005017251
- Update Your User Account's name, title, email address, and/or password
- Click your name from the top right corner of your browser >> My Account.
- NPOconnect URL: https://nonprofit.yourcause.com/my-account
- Find Out How to Update Your Account on our Help Desk: https://yourcausenpo.zendesk.com/hc/en-us/articles/360004874811
- Manage Communication Preferences to assist us in communicating with you most effectively
- Click your name from the top right corner of your browser >> Communication Preferences
- NPOconnect URL: https://nonprofit.yourcause.com/my-account/communication-preferences
- Help Desk Article: https://yourcausenpo.zendesk.com/hc/en-us/articles/360016408452