Set up your organization

Fill in your profile once so every draft starts from your real details.

Last updated Sep 26, 2026

Why this comes first

Every draft pulls from your profile: your name, mission, programs and the people you serve. The more you fill in, the less you'll edit later.

Steps

  1. Click your organization's name at the top of the left menu (or Organization).
  2. On the Facts tab, add your public name, legal name, founding year, staff count, budget and website.
  3. Add your mission. There are three lengths: short (one line, for emails), medium (used in every draft) and full (for funders who want the long version).
  4. Open the Programs tab and add each program once: its name and what it does.
  5. Changes save on their own. Look for All changes saved at the top.

Tip: The card at the top of the left menu shows Setup · N of M done until your profile is complete, so you always know what's left.

Open Organization →