How do I add a chapter?
- Select the My Nonprofits tab.
- From the My Nonprofits page, select the plus sign (+) to the right of the parent in the Nonprofit table.
- Complete the information for this new chapter on the Add a Chapter page. This includes:
- Profile
- Contact Information
- Display Address
- Add New Administrator
- Reason for Adding Chapter
- Save your changes to add the chapter.
It is recommended to mention the parent in the new chapter's Mission Statement. For example, Payments will be sent to the {Parent Nonprofit name} to then be distributed to the {Chapter name}.
Important: The chapter must first be reviewed by YourCause + Blackbaud before it will be added to the system. Pending chapter requests cannot be edited. Selecting x next to the request will cancel it. Selecting the eye icon will allow you to view the pending request.
How do I view the chapters for my parent nonprofit?
- Select the My Nonprofits tab.
- From the My Nonprofits page, select the parent nonprofit (if multiple are available).
- Choose the appropriate chapter from the dropdown to view its account.
How do I remove a chapter?
- Select the My Nonprofits tab.
- From the My Nonprofits page, select the red circle next to the chapter.
- Provide a comment as to why the chapter is being removed.
- Once finished, select Deactivate to deactivate the chapter. The chapter will now display Inactive in the system.
How are users and profiles managed across parent and chapter accounts?
- Users can be added and removed from the chapter similar to how the parent is managed. However, Administrators for a chapter only have access to the chapter's details - no access is granted to the parent's details.
- The chapter's profile will follow from the parent's profile, but it can be customized to some extent when adding it to the system.
- Disbursements will be handled at the parent level and not by the chapter.