When setting up donations for your organization, an organization representative must provide their personal information in order for GiveGab's payment processor, Stripe, to verify them and your organization to accept donations. Once this information is saved and verified, Stripe immediately tokenizes it (strongly encrypts) and securely locks it into place so you are able to accept donations and receive transfers through the GiveGab platform.
Because the organization representative information is tied to your organization's ability to accept donations through GiveGab, to change it you need to complete the steps outlined by Stripe that will transfer ownership of your organization's Stripe account to a new representative.
Click here to learn how to view your organization's current representative!
Required Information
This form will ask for a letter signed by the Executive Director, President, or CEO on company letterhead that includes the following information:
Business name
EIN
Business Address (including City, State, and Zip Code) (Due to Know Your Customer obligations, P.O. boxes are not an approved address type)
Previous representative's name and date of birth (if date of birth is available)
New representative's: - Legal Name
- Email address
- Personal phone number
- Mailing Address (Due to Know Your Customer obligations, P.O. boxes are not an approved address type)
- Date of birth
- Last four digits of social security number
Note: Never submit your personal information to GiveGab via email or chat.
Protect your identity by only sending private information via our provided, secure forms.
Submitting Your Request
To submit your request to update your organization's bank account change request, follow the step-by-step instructions below.
Click the "Create your password" link.
You'll be asked to select your region with the default being United States, click continue.
Fill out the relevant information on the form:
First Name
Last Name
Phone Number
Email
Confirm Email
Password
Confirm Password
Organization's Name
Zip Code
Organization Country
Scroll to the bottom past the IRS AND/OR NCES Information section and click "Submit."
You'll receive an activate email to proceed.
Click on the link in the email to activate your email, and then click on the Proceed button.
Note: This login can be used in the future for other items like Bank Account Changes as needed. You only need to complete this registration process once.
You'll be brought to the Welcome Page, where you can click "Start a New Application" to submit your documentation for the bank account change.
Provide your First Name, Last Name, Email Address on the first page of the application, and click the Save and Proceed button.
Click the checkbox next to "Match: Check this box to associate this individual with this application" to match the profile you created previously to this form submission, and click the Save and Proceed button.
Click each Upload File button to upload:
The letter with your new Organization Representative's information
Your photo ID
If your uploads are successful, the file names will populate on the screen after closing the upload window.
Click on the Save and Proceed button to go to the Review/Verification page.
Review the information provided and then click the Submit button to submit the request for your Bank Account Change.
Verify that you'd like to submit the application by clicking "OK" in the pop-up modal.
Then your submission is sent! You'll be directed to the confirmation page, and in a few minutes you'll receive an email confirmation of your submission.
Processing Your Request
Once we have received your letter and have verified the identity of your new representative, your organization's representative will be updated in GiveGab within 3-5 business days.
FAQs
Why do we have to register somewhere to submit our representative change?
We've updated our organization representative change process to make it more secure.
This allows us to validate requests better upfront, and verify that bank account changes for accounts are authorized.
What is CyberGrants?
CyberGrants is another product within Bonterra's suite of products! They are a part of the Bonterra family, just as GiveGab is.
Since their product does allow for form submissions with documentation uploads, our team has decided to leverage their product for some processes like Bank Account Changes and Organization Representative Changes.
What if I don't heard back about my request?
If you don't receive a response within 5 business days of your submission, please contact payments@bonterratech.com so our team can double-check on our end and help resolve the issue.
Support
If you have any questions or issues with this process, please email payments@bonterratech.com for support.