How to change or reassign coordinators

You can change or reassign the coordinator role within your FlipGive program, as long as you have access to the existing coordinator's account and the successor has an existing participant account within the same FlipGive program.

Follow these steps to change or reassign coordinators:

1. Prep for the switch

Before the transition, confirm that the incoming coordinator has an active participant account in the same organization. If you have an organization PIN, have that ready to share with the new coordinator.

If possible, schedule a handoff or transition meeting to discuss key tasks and questions. This conversation can go a long way in setting the new coordinator up for success.

IMPORTANT: Remind the incoming coordinator to keep your FlipGive program's enrollment code confidential. Share it only with trusted members of your organization.

2. Update your organization's account information

Log in to the existing coordinator account on FlipGive.com, navigate to the Coordinator Dashboard, then select Organization > Profile.

Update your organization’s information accordingly—your participants will see the organization name and coordinator’s name listed on their Personal Dashboard.

IMPORTANT: Ensure you are changing the organization information—not the information of the former coordinator’s personal account.

3. Update coordinator roles

Navigate to Organization > Coordinator Roles from the Coordinator Dashboard homepage. Select Change Coordinator, then choose the existing account you'd like to assign as your organization's new coordinator.

If you don’t have access to the current coordinator account

If you don’t have access to the current coordinator account, please send a coordinator change request on your organization’s letterhead to Support@FlipGive.com. Be sure to include all contact information for the new coordinator.