Connected Accounts

Easily collaborate and raise funds across chapters, affiliates, locations, regions, or any distributed or tiered nonprofit structure.

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Four laptop icons representing nonprofit chapters sharing data, supporter & transaction information, & fundraising campaigns.

The Easiest Way for Complex Nonprofit Team Structures  to Work Together

Empower your chapters, teams, volunteers, or ambassadors to raise more money by giving them the freedom of their own sub-accounts. Create unique campaigns and events, manage a specific set of donors, and even route funds to separate bank accounts.

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Break Down Barriers to Doing Good

With extended roles and permissions, you can set a granular level of access for team members to view data, edit supporter and transaction information, and create and manage campaigns. Team members can easily bounce around to the accounts they have access to and their permissions will dictate their level of visibility.

Four nonprofit employees representing various roles across the organization & their ability to collaborate across chapters

A drop down selection to select multiple accounts and roll-up reporting into one unified view

Gain Transparency Across Teams

Roll-up reporting gives you the power to query for fundraising data, transaction history, and supporter records across multiple accounts and pull it all into one unified view. Filter for the exact data you are looking for to create a holistic report, or use the extended search functionality to search for supporters and transaction records across multiple Classy accounts.

“Roll-up reporting has been an absolute game-changer for me. I’ve saved hours of work each day by consolidating reporting across 40 territories into one holistic report.”
The Salvation Army National Headquarters

Enable Greater Collaboration

Save time and ensure consistency across your operations by creating a campaign template and sharing it with your connected accounts. Lock down specific elements and easily identify the fields that need to be updated for your campaign series. Learn, iterate, and scale your fundraising.

Common Use Cases for 
Connected Accounts

Allow your independent entities to set their own unique brand, route funds to independent bank accounts, and have separate operational workflows while providing access, transparency, and collaboration between accounts.

Create Unique
Branding

Plug Classy into the technologies you already know and love, or build new solutions off of our open API.

Route Funds to Independent Bank Accounts

You can choose to set up a unique payment processor or route funds to a unique bank account per Classy account.

Allow for Separate Operational Workflows

You can choose to Integrate with independent CRMs, Marketing Automation tools, or any independent technology workflows.

Organizations Already Using  Connected Accounts

The Salvation Army logo First Book logo

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Thank you, !

Our team will be in touch shortly to share how Classy can power your online fundraising.

Here’s what you can expect on the first call:

We'll get to know your organization's fundraising strategy, including tools you currently use
We'll ask about your organization's challenges and needs, as well as your timeline to optimize them
We'll give you an overview of Classy's fundraising features and integrations
We'll answer any and all of your questions