Settings

Organization details include the legal name, public display name, EIN, address, and charitable status. These values affect receipts, campaign pages, finance exports, and donor trust.

Legal name and EIN deserve extra review before launch. Once a receipt is issued, its organization legal name and EIN are preserved as a snapshot and do not change retroactively.

Public display names can be friendlier than legal names, but they should still be recognizable to donors and families. Avoid nicknames that make the receipt look unrelated to the team.

Invitations should grant the smallest role that lets the person do their job. Review roles before each season and remove access when volunteers or staff change responsibilities.

• Coach: Oversees the team, the campaign, and day-to-day review.
• Treasurer: Handles anything money-related, such as payouts, refunds, reports, and receipt review.
• Team admin: Helps with roster, season, campaign, and family coordination.
• Staff: Helps with a limited set of team tasks without broad access to money.
• Safety manager: Handles safety-sensitive tasks when those features are available.

Payout settings connect your treasurer to Stripe's own secure screens for managing the account. Bank details should be entered on those Stripe screens, not collected through email or a general contact form.

The Stripe link sits near the spot that shows whether you're ready to get paid, so your treasurer can update bank information, answer Stripe's verification questions, and keep payout details current.

For how Stripe onboarding works, read Stripe payouts setup.

Settings changes can affect future receipts. They should not rewrite old receipt snapshots after money has moved.

If the legal name, EIN, address, or charitable status changes during a season, your treasurer should let the team know and review the next issued receipt.

For receipt behavior, see Receipts & tax.

Review member access before a campaign launches, after the season ends, and whenever a money or safety responsibility changes. Leftover access is one of the easiest ways for private family or donor records to spread too far.

Keep the number of treasurers smaller than your general staff. Refund approval, payout access, and exports should be available only to people who need them.

Review your settings before you launch, not after the first donor support issue arrives. The review can be short if it's clear who owns it.

• Confirm the organization legal name, EIN, address, and charitable status.
• Confirm the public display name matches the campaign and receipt expectations.
• Confirm the treasurer role is assigned to the right people.
• Confirm payout management is available only to trusted treasurers.
• Confirm old volunteers or staff no longer have access they do not need.
• Confirm support ownership for donor questions, refunds, and sponsor review.

Settings should not become a place to store payment cards, bank details, private participant notes, or sensitive safety records. Use Stripe's own secure screens and the dedicated features for those, where access is limited to the right people.

Keep settings boring and precise. That makes receipts, payouts, invitations, and permissions easier to audit when the season gets busy.