Add and Manage Organization Accounts

Organization Account Overview

Organization Accounts allow your nonprofit to keep track of entities that are not individual constituents or households. These entities might be foundations that fund your work, other nonprofits that you partner with, corporations that sponsor your work, or companies that employ your donors and constituents. Organization Accounts can help you better track the companies and foundations that you and your constituents interact with.

NPSP allows you to create and manage Organization Accounts, as well as the Affiliations that your contacts have with those organizations.

Create an Organization Account

Create a record to track a foundation, company, or other organization.

1. Click the Accounts tab in the navigation bar.
2. Click New.
3. Enter the Account Name and other details.
4. Click Save.

Modify an Organization Account

Change details on an organization account record.

1. Navigate to the Organization Account record you would like to update.
2. Click Edit at the top right hand side of the screen.
3. Change the Organization as needed and click Save when you're finished.

Relate a Contact to an Organization Account

NPSP uses Affiliations to relate Contacts to Organization Accounts.

In the Household Account model, Contacts are related directly to Household Accounts, not Organization Accounts. NPSP uses Affiliations to relate Contacts to Organization Accounts. Affiliations are great because they allow you to track a Contact's current and former Affiliations, so you can see your constituents' involvement in multiple organizations over time (as they move on to new jobs or join boards at different organizations, for example). In the Affiliations related list on a Contact record, you can see all the Organizations with which that Contact was or is involved.

Learn more about how to Create an Affiliation with an Organization.