Campaigns and Organizations

Campaigns are associated with a single Organization (previously called a Fund). When a credit card sale is made for a campaign, the money is deposited into the bank account associated with that organization at the time the deposit is made. This may be different than when the order is placed. See Changing the Bank Account below.

Creating an Organization

Creating an organization is a 2-step process. After the first step, the organization can be assigned to campaigns while you set up your site.

Step 1

1. In the Admin, navigate to Account Settings > Organizations.
2. Click the Add Organization button.
3. Enter the name of the organization and the Tax ID. The name and Tax ID will be displayed in the application. The name should be a short, descriptive name of the organization. It does not need to be the legal name.
4. Press the Save button.

Once this step is complete, your organization is available for account setup and can be assigned to campaigns. To accept payments, proceed to step 2 below.

Step 2

1. Click the Activate Payments button next to the newly created organization.

2. Complete the form by filling out all fields. The Legal Name must be the name of the organization associated with the Tax ID and must match the name on file with the IRS. The legal name and Tax ID can be verified here: https://apps.irs.gov/app/eos/. The bank account and routing numbers must come from a check, not a deposit slip.

1. Press the Activate button.

Once this step is complete, your organization is ready to accept payments. Repeat this process for each organization needed in your account.

If Stripe Needs More Information (“Action Needed”)

FutureFund uses Stripe to process your payments and send payouts. Every so often Stripe asks for something extra to keep an organization’s payments flowing — for example, a tax ID that doesn’t quite match IRS records, a missing detail on the account, or a payout that couldn’t be delivered. When that happens, that organization is marked Action Needed until it’s resolved, and:

• Your account owner gets an email explaining, in plain language, exactly what Stripe needs, along with a secure Update Information button that takes you straight to Stripe’s form. You can reply to that email directly if you have questions — it goes straight to our support team.
• A banner appears at the top of your Admin dashboard and on the organization’s page with the same explanation and button, until it’s resolved.
• The Organizations list shows an Action Needed badge next to the affected organization.
• If it’s still unresolved after a week, you’ll get a reminder email. Once you’ve supplied what Stripe asked for, you’ll get a confirmation email.

To resolve it, click Update Information from the email or the banner (only available to account admins), complete the form Stripe shows you, and submit. Most requests just need a form filled out — no need to contact support unless you’re stuck.

Changing the Bank Account

To change the bank account number, have the account owner email support@futurefund.com requesting the change. All changes require telephone verification for security purposes.

Please have the following information available:

• Existing Bank Name
• Existing last-4 digits of the account number
• New routing number (even if it is the same as the existing number)
• New account number (may not come from a deposit slip)

The change will be immediate. Any existing funds will be deposited into the new account.

Reviewing Your Campaigns Before Launch

To review your campaigns and pricing the way a parent will see them, use Preview. There is no test credit card, so if you need to confirm the full checkout flow, see Previewing First Step for how to do that safely.

Organization Access

Team members can be granted access to specific organizations. See Team: Organization Access for details on configuring organization access.