Fiscal Sponsor Knowledge Base
  • Welcome to Mazlo!
  • Getting Started
    • The Fiscal Sponsor Dashboard
    • Build Your Chart of Accounts
    • Invite Team Members
    • Fund Your Mazlo Account via ACH
    • Wire Instructions
    • Submit a Help Request to the Mazlo Team
  • Projects
    • Create a New Project and Activate Banking
    • Make an Internal Transfer
  • Contacts
    • Create Contact Profiles for Donors and Recipients
  • Check Deposits
    • Make a Mobile Check Deposit
  • Send Money
    • Send an ACH Transfer
    • Mail a Physical Check
    • Approve and Send Payment Requests for Projects
  • Mazlo Cards
    • Issue a Mazlo Card
    • Add Your Mazlo Card to Your Virtual Wallet
    • Using Your Mazlo Card Abroad: Prohibited Countries List
  • Donation Campaign
    • Activate Mazlo Donation Campaign
    • Create a Custom Donation Campaign
  • Transactions
    • Transaction Details: Credits and Debits
    • Splitting Transactions
    • Use Magic Suggestions to Tag Donors to Stripe and Mazlo Campaign Payouts
    • Export Custom Transaction Reports
  • Declined Transactions & How to Resolve Them
  • Compliance
    • Donor Acknowledgement Letters
    • Create a Grant Profile
    • Require Payment Requests to Include an Attachment or Accounting Code
  • Settings
    • Customize Your Organization's Logos
    • Build Live P&L Statements
    • Bank Statements
    • Enable ACH Pull
  • Integrations
    • Update Stripe with Mazlo Account Details
    • Connect Your Stripe Account with an API Key
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On this page
  • Introduction
  • Create a Contact Profile for a Donor
  • Create a Contact Profile for a Recipient
  • Contact Our Team
  1. Contacts

Create Contact Profiles for Donors and Recipients

Create contact profiles for donors and recipients to manage them across your organization. You can tag them to transactions, save their contact information, and securely store their banking details.

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Last updated 9 days ago

Introduction

Save the information of donors and recipients across your organization as contact profiles. You can enable contacts for each project so they're only available for the projects they're associated with. Your project teams can also add contact profiles directly from their account to tag donations and send tax letters to donors, and create payment requests to pay recipients.


Create a Contact Profile for a Donor

Step 1: From the Contacts Page, Click 'Create Contact Profile'

Next, select whether the recipient is an Individual or a Business.


Step 2: Enter the Donor's Name and Contact Information

Enter the donor's first and last name or the name of the organization. You can also add their contact information, such as their email address to send a donor acknowledgment letter. Then click 'Next.'

Enter the Contact's Address

Optionally, you can save the contact's address.

Other Info

Optionally, enter an external ID for this contact profile. To skip this, click 'Next' and Mazlo will generate a unique ID automatically.


Step 3: (Optional) Enter the Contact's Banking Information

To skip this step, you can click 'Done' without banking information.

Success! You've created a new contact profile in Mazlo.

Next: Make sure to enable this contact for a project account, if needed.

Open a project profile and select the Contacts page. Click 'Add / Remove Contact.'

Select the contact and click 'Save.'


Create a Contact Profile for a Recipient

Step 1: From the Contacts Page, Click 'Create Contact Profile'

Next, select whether the recipient is an Individual or a Business.


Step 2: Enter the Recipient's Name and Contact Information

Enter the contact's first and last name or the name of the organization. You can also add their contact information. Then click 'Next.'

Enter the Contact's Address

Optionally, you can save the contact's address.

Other Info

Optionally, enter the contact's external ID or the organization's EIN.

To skip this, click 'Next' and Mazlo will generate a unique ID automatically.


Step 3: (Optional) Enter the Recipient's Banking Information

First select the recipient's bank account type. Then enter the name of the recipient's bank, account number and routing number. Then click 'Done.'

To skip this step, you can click 'Done' without banking information.

Success! The contact profile is now saved in Mazlo.

Next: Make sure to enable this contact for a project account, if needed.

Open a project profile and select the Contacts page. Click 'Add / Remove Contact.'

Select the contact and click 'Save.'


Contact Our Team

Please contact our team if you have any questions: .

support@mazlo.com