What is organization verification?

Organization verification is a required step that confirms your organization is legitimate and that funds are sent to the correct place. This must be completed before you can add a bank account and receive payouts.

Who needs to complete organization verification?

Every organization on SuccessFund must complete verification, including:

School districts
PTAs and PTOs
Booster clubs
Foundations
Other external or standalone organizations

For school districts, verification only needs to be completed once for the entire district. Individual schools do not need to verify separately.

Why is organization verification required?

Due to increasing risks around identity fraud and AI-generated impersonation, we take extra steps to protect schools and organizations. Verification ensures:

Funds are sent to the correct organization
Only authorized individuals can manage payouts
Compliance with payment and banking regulations

What information is required to verify my organization?

You will be asked to provide:

Legal organization name
Organization address
City, state, and ZIP code
Employer Identification Number (EIN)
Confirmation that you are authorized to act on behalf of the organization
Acceptance of the SuccessFund Terms of Use

All information should match official records.

What if my organization does not have an EIN?

If your organization does not have an EIN, select the “I don’t have an EIN” option during verification. You will be guided through the appropriate next steps.

What is Persona and why do I need to use it?

Persona is a trusted third-party identity verification provider. We use Persona to confirm that you are a real person and an authorized representative of your organization.

Persona verification typically takes only a couple of minutes and is used only for identity verification. Your information is not used for any other purpose.

What does the Persona verification process involve?

Persona may ask you to:

Take a photo of a government-issued ID
Take a quick selfie or short video

This helps confirm your identity securely.

What if Persona has trouble verifying my photo or ID?

If you run into issues:

Try using a different device
Use your mobile phone instead of a desktop computer
Make sure you are in a well-lit area
Avoid glare or blurry photos

Most verification issues are resolved quickly by switching devices.

How long does organization verification take?

Your part takes just a few minutes. After you submit, SuccessFund reviews your information and approves it, which can take up to a couple of days.

Can I create campaigns before verification is complete?

Yes. You can create and manage campaigns, but you will not be able to add bank account details or receive payouts until verification is completed.

Who should complete verification for a school district?

A district-level administrator or authorized finance representative should complete verification. Once verified, all schools in the district can use the same verified status.

Is my information secure?

Yes. SuccessFund and Persona follow strict security and compliance standards. Your information is used only for verification and payout protection.

What if I still need help?

If you have questions or run into issues during verification, contact the SuccessFund support team through the Help Center. We are happy to help you get verified and up and running.