This individual should be currently affiliated with your organization, maintain oversight of the account, and ensure that your organization complies with the terms of service. If your current account owner leaves your organization, make sure to transfer ownership to someone else.
Requests to transfer the account owner must come from the current account owner.
To transfer the account owner, the current existing account owner needs to submit a request to our Support team. That request must come from the email address of the current account owner and include the following information about the new account owner:
Full name
Email address
Phone number
Secondly, we'll coordinate with you to schedule a virtual meeting with our team so that we can contact the new account owner to get his or her date of birth and last four digits of their Social Security Number (or SIN, if Canadian). This information is required to comply with federal laws.
Rather than changing your account owner, another option is granting the Admin User Role to another user. The Admin can do everything an Account Owner can do except change the deposit bank account. This is a good solution for situations where somebody other than the account owner manages all aspects of Giving.