Set up your organization profile (name, address, EIN, colors)
Your organization's name, Hebrew name, address, tax ID and receipt wording appear on every receipt and public page. Fill them in once before you send your first receipt.
Before you start
- You are an Owner or Admin.
- 1
Open Profile & branding
Click your avatar at the top right → “Settings”. The first item on the left, “Profile & branding”, opens the page called “Organization information”.
Settings → Profile & branding. - 2
Names and tax ID
Fill in “Organization name”, “Hebrew name” (used on Hebrew and Yiddish receipts) and “Tax ID (EIN)”. The EIN is printed on receipts, so check it carefully.
The Tax ID (EIN) goes on every receipt. - 3
Address, phone and reply-to email
Fill in the Address, City, State, Zip, Phone and “Email (reply-to)”. When a donor answers a receipt email, the answer goes to this email.
Replies to receipts go to this email. - 4
Public page link
“Public page link” is the short name in your giving page address (for example /give/demo-shul). Use small letters and dashes. If it says “That page link is taken”, try another.
The public page link becomes part of your giving page address. - 5
Brand color and time zone
Click the “Brand color” box to choose your color — it is used on your giving page and donor portal. Check the “Time zone” (for example America/New_York): it decides which day and month each gift belongs to.
Your brand color. - 6
Receipt footer
In “Receipt footer (tax language)” type the wording your accountant wants at the bottom of every receipt, for example “No goods or services were provided in exchange for this contribution.”
The tax wording printed on each receipt. - 7
Save
Click “Save” at the bottom. You will see “Saved” at the top of the page.
Save your changes.
Tips
- Yahiv does not have a place to upload a logo picture today — your brand color and organization name are what donors see. Ask Yahiv support if you need a logo on printed pieces.
- Israeli (section 46) and Canadian (CRA) receipt details are on the same page under “Receipt format”.
- Changing the public page link changes your giving page address. Old printed QR codes will stop working, so change it before you print anything.
If something isn't working
It says “Name is required”.
The Organization name box is empty. Type your organization's name and save again.
It says “That page link is taken”.
Another organization on Yahiv already uses that link. Add your town or a word, for example “ohr-torah-lakewood”.
Gifts late at night show on the wrong day.
Check the Time zone. It must be a real time zone name such as America/New_York or Asia/Jerusalem.