PatronManager Help

What to Do When Your Organization Is Changing Its Name

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What to Do When Your Organization Is Changing Its Name: https://help.pm.leapevent.tech/a/1612693

When your organization or company changes its name, whether for rebranding purposes, legal purposes, or change of ownership, it's an exciting time!

Amid all of the things you'll do on your end, there are a few steps you'll need to take to make sure that the transition is a smooth as possible from a PatronManager perspective.

In this article, we'll go through:

What PatronManager needs to know

When your organization changes or plans to change its name, we at PatronManager will need to know. If we don't have the correct name for your organization, we may not be able to disburse funds to you, meaning you won't get the money from your ticket sales and donations.

To determine what you need to tell PatronManager, answer the following questions:

  1. Is your organization's legal name changing?
  2. Is the name on your banking account changing?
  3. Is the tax identification number (EIN) associated with your 501(c)(3) changing?

You will need to provide information to PatronManager to ensure that your funds get properly disbursed to your organization!

What you'll need to do

With your organization's name change, you may want to update some things in PatronManager. For example, you may wish to update the domains for your public sites like the Public Ticketing Site (PTS), your Donation Forms, and your Signup Forms to fit your company's new name.

We'll help you go through the different things you'll want to check and change below.

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