501(c)(3) Onboarding

  • Updated

Getting Access to a Deed Profile: 

To get started, you’ll need to claim your Deed profile:

  1. Go to our Claim Your Profile page.
  2. In the Organization Name field, enter your EIN to quickly locate your organization.
  3. Select your organization and provide the required information, including your email address.
  4. Check your email for a link to set your password and log in to Deed.

By completing this process, you will be attached as a user to your organization’s Deed account.

FAQs

  1. What if I can’t claim my organization’s profile?
    • If the profile has already been claimed, email nonprofits@joindeed.com with:
      • Organization name
      • EIN
      • Email address you’d like added as a user
    • Our support team will add you to the existing account.
  1. What if my organization is a 501(c)(3) but doesn’t appear in search?
    • If your 501(c)(3) status is newly granted, it may take 1–2 months before appearing on Deed.
    • To speed this up, we recommend registering with our partner PayPal Giving Fund (PPGF).

Onboarding on the Deed platform: 

User Verification

  • One user must complete verification for your organization.
  • You’ll be directed to log into your PayPal Giving Fund (PPGF) account.
  • Ensure the account name matches your organization’s name on Deed.
  • After submission, the review process takes 2–3 days.

Disbursement Set Up

  • Deed partners with PayPal Giving Fund to disburse funds.
  • Organizations can receive donations via:
    • Electronic disbursements (direct deposit through PPGF), or
    • Checks (if direct deposit is not set up).
  • To set up direct deposit in PPGF, you will need to:
    • Provide your organization’s EIN
    • Link a bank account to your PayPal account
    • Upload supporting documents (e.g., IRS determination letter) if requested

Affiliation

  • You will be prompted to request affiliation with Deed’s partner companies.
  • If the company you’re seeking is not listed or already added, you can skip this step.

Profile Information

  • Complete your organization’s profile by adding:
    • Mission statement
    • Logo
    • Chapter contact details
  • These can be updated anytime from the Settings tab in Deed.

FAQs

  1. How can I receive support from PayPal Giving Fund?
  1. Why was my user verification unsuccessful?
    • Make sure you’re logging into your organization’s PPGF account (not a personal account).
    • Using a personal PPGF account will cause the verification to fail.
  1. How do I know if my onboarding is complete?
    • Use the Onboarding Tracker in the upper right-hand corner of the Deed platform.
    • Any step marked with a “Finalize” button still requires action.  

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