Subaccounts
Run chapters, regions or affiliated organizations under one parent account.
A subaccount is a child organization under yours: a chapter, a region, an affiliated charity. Settings > Subaccounts manages them.
Before you start: subaccounts are created from the parent organization. If you're already inside a subaccount, Givable offers to switch you to the parent. Subaccounts can't have subaccounts of their own.
What a subaccount shares, and what it doesn't
| Shared with the parent | Its own |
|---|---|
| Plan and region | Legal identity and registration (EIN or Business Number) |
| Givable fee | Payment processor connection |
| Database | Billing |
Each subaccount is its own legal entity, so it needs its own registration and connects its own Stripe account. It is billed separately.
Create one
Select Create subaccount
Givable confirms which organization it will sit under.
Look up the organization
For a US nonprofit, enter its EIN and Givable pulls the name, address and website from public IRS data. You can skip the lookup and type everything yourself.
Canadian organizations enter a Business Number directly. Registration in the United States or Canada is required.
Confirm you're authorized
You're creating an organization on its behalf, so you confirm you may do that.
Wait for setup
Givable sets the subaccount up and returns you to the list with the new one highlighted.
Afterwards it needs its own payments connection before it can take gifts.
Working in a subaccount
Log in to subaccount opens it in a new tab. To let a whole role work across subaccounts, turn on subaccount access for that role. See Roles and permissions.
Including a subaccount in your reports
Each subaccount has an In parent reports switch, off by default.
Turning it on lets reports and dashboards here show that subaccount's donor, gift and payment records, rather than its totals alone. Because a subaccount is a separate organization, privacy laws such as GDPR and PIPEDA may treat this as sharing personal information between organizations.
Check that both organizations' privacy notices cover it. You can turn it off again at any time.
Deactivate a subaccount
Deactivate takes its forms, pages and integrations offline and cancels its active recurring gifts. Nothing is deleted.
Reactivating brings back the pages, forms and integrations, but cancelled recurring gifts don't come back. Those donors have to sign up again, so treat deactivation as a decision about donors, not only about pages.
Still stuck?
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