Benevity FAQs

If there is a "Claimed Profile" message on your organization's profile, this means someone else is currently managing the profile. Please inquire internally if someone within your organization is already managing the account. If you’re not sure who is managing the profile and would like to have access, please contact our support team.

All Electronic Donation Payment and PayPal applications are reviewed by our Finance Team. You’ll receive an email that either confirms your approval or asks for more information. The review may take up to 7 business days.

Please note, if your organization is located in Canada or The United States, the status of your application will not affect your eligibility to receive funds. Electronic Funds Transfer is the preferred method of disbursement; however, the default method for those in North America is by check.

You can track your organization’s donation activity using the bar graph on the ‘Dashboard’ of your profile called 'My Donation Activity'. Here are the definitions of each status:

'Current' (Blue): Represents accumulated funds (ex. Dec 1- Jan 15)

'In Progress'(Yellow): Status change on or around the 15th of the month, displaying the gross amount of your upcoming disbursement.

‘Sent’ (Orange):Represents funds that have already been disbursed to your organization.

Example:

On January 15, the dashboard will display any applicable funds donated in December in the'In Progress'

In this example, January funds accrued between Jan 1 - 15 will remain in 'Current'status and will disbursed the following month.

Please note, in the'My Donation Activity'bar graph displays gross and not net amounts, as fees may be applied before disbursement. For more information on fees, refer to What are the fees that have been deducted from a donation?

There are three types of fees that can be applied to each disbursement:Donation/Match Fee, Merchant Fee, and Manual Check Fee:

Cause Support Fee: This is a variable percentage charge based on the cost of vetting the program eligibility of the cause, collecting and processing donations, disbursing funds and preparing donor receipts and cause reporting.

Merchant FeesThis fee applies to the costs associated with processing credit card, PayPal or similar transactions. The fee can vary based on the payment card type or process used to complete the transactions and is typically less than 2.5\%.

Manual Check SurchargeThis fee applies to disbursements paid by check in North America. After an organization receives three manual checks, there is a mandatory 7\% fee per disbursement, with a minimum fee being $25.00 and a maximum of $100.00. We encourage all North American non-profit organizations to receive their disbursements electronically so they can access funds faster and avoid these check fees. This fee does not apply to countries outside North America, where all disbursements are made electronically.

A detailed report is available for every disbursement your organization receives through the Benevity platform. To access your reports, please login to your profile or register your organization at causes.benevity.org.

Finding Your Reports

To see the report for each disbursement, including donor information:

Login to the Benevity Causes Portal or register your cause

Login Home page

Registration Page

Select the “Reports” tab on the left side of the profile

Disbursment Terms

Period End Date:The disbursements that you receive from Benevity are an aggregation of all the donations made to your organization via our platform over the course of a month and are paid in the ensuing month. The Period End Date indicates the closing date for each disbursement.

Example:

Period end date of December 31, 2019

Contains all gifts for the month of December 2019

Funds for that period will be issued the following month, at the end of January 2020

Disbursing Entity:The funds your organization receives via the Benevity platform are disbursed by a global network of local partner non-profit organizations, such as the American Online Giving Foundation, who aggregate and disburse funds to recipient organizations in the relevant country and issue receipts to donors. This column will also indicate the currency used for those funds, as well as the currency used in the reports.

Payment Method:For efficiency, accuracy and timeliness of payment, Benevity seeks to disburse all funds electronically, and we are proud that close to 90\% of funds are paid this way.You may select the following methods to receive your payments through Benevity:

Electronic Funds Transfer (EFT)

PayPal (in North America)

Check (in North America)

Disbursement ID:This ID number is unique to each disbursement you receive from Benevity.

Accessing & Viewing Your Reports

Viewing your Reports

Once you’ve identified the disbursement report you want to view, select the drop-down menu labelled “Reports” on the right side of the screen.

Download Detailed Report

To view all the available information about a disbursement, download the Detailed Report .CSV. This report lists:

Company:The corporate client from where the gift originated

Project:If a donor gave to a specific project you’ve made available through your Cause Profile, it will be indicated here.

Donation Date:The date the original donation was made.

Donor Information:Companies and donors expect Benevity to manage their confidential information stringently. Donors are able to choose the level of personal detail that they make available along with their donations. They may choose to include their first and last name, email and mailing address. Or they may donate anonymously and only provide their ZIP/Postal Code, in which case “Not shared by donor” will appear in the column.

Comment:Donors can choose to provide comments along with their donations, which will be listed in this field.

Transaction ID:This is the unique identifier for the donation transaction in the Benevity system.

Donation Frequency:Indicates whether the donation was one-time or a recurring donation.

Currency:Currency applicable to the original donation

Remote Project ID:This field will only apply to specific projects. If this column is blank, please disregard.

Source:This field will indicate the reason why a donor was able to donate to your organization (for example, by volunteering).If this column is blank, please disregard.

Reason:This field will contain more detailed information on how a donation was made (for example, if the donation was made from a donor’s payroll or for a donor’s match). If this column is blank, please disregard.

Total amount to be acknowledged: Donation amount

The gift amount in the currency applicable to the original donation

Match Amount:Any matching gifts applied to the original donation

Cause Support Fee:This fee is a variable percentage charge based on the cost of vetting the program eligibility of the cause, collecting and processing donations, disbursing funds and preparing donor receipts and cause reporting.

Merchant Fee:This fee applies to the costs associated with processing credit card, PayPal or similar transactions. The fee can vary based on the payment card type or process used to complete the transactions and is typically less than 2.5\%.

Manual Check Fee:This fee applies to disbursements paid by check in North America. After an organization receives three manual checks, there is a mandatory 7\% fee per disbursement, with a minimum fee being $25.00 and a maximum of $100.00. We encourage all North American non-profit organizations to receive their disbursements electronically so they can access funds faster and avoid these check fees. This fee does not apply to countries outside North America, where all disbursements are made electronically.

A Note About Fees and Acknowledgements

The tax receipts donors receive from Benevity and our disbursing partners are for the donation amount before merchant or other fees, just as they would be if the donation was made to your organization directly. If you are reaching out to your donors with acknowledgments, please keep in mind that they are expecting to be thanked for the full donation amount.

Understanding Donation Sources

The donation funds that your organization receives via the Benevity platform typically come from one or more of the following sources:

Donations. Funds donated by individuals using one of our client company’s giving sites, usually as part of a workplace giving or volunteering program. Benevity Spark is the name of the software product that powers these sites, although it is renamed by most companies.

Matching. Matching amounts added by client companies to individual donations.

Grants or Corporate Donations. In addition to individual donation and matching, Benevity provides software solutions that enable our clients to manage their corporate grant-making programs.

Gifts of Securities. Donations made through the Benevity platform in which an individual has instructed Benevity to liquidate a personal security and then disburse the cash value of that security to a recipient organization.

There are 5 steps required to fully complete your profile. As you complete each step, your progress will be reflected in your dashboard. You can also see which steps are remaining by clicking the "Account Completion" button in the top left corner of your profile.

Complete Your Profile

Register Your Account

Verify Your Identity

Complete Self-Certification

Set Up Electronic Donation Payments

(Add a summary and a description)

Follow these steps to activate your organization’s profile;

Follow this link.

Choose your country from the drop-down menu and enter your organization’s legal name or EIN/RCN number, then click‘Search.’

Click on the correct organization from the list, then select the ‘Register Now’ button.

You’ll be prompted to provide your contact information, create a username and a password, agree to the Terms of Use and confirm you are not a robot.

If the profile has already been claimed, see this article for next steps.

We are proud to say that hundreds of Fortune 1000 companies around the world have chosen Benevity to facilitate their workplace volunteering, granting and giving. A full published client list is not available; however, you can review a short list of our clients on our website.

Please visit this page for more information on the Kohl’s Volunteer Reward Program. Additionally, you can view this video to learn more about the Benevity and Kohl’s partnership: How to create volunteer events for Kohl's associates - Benevity.

How to Create a Volunteer Opportunity for the Kohl’s Associates

The Kohl's Volunteer Rewards Program utilizes the 'Volunteering' function on the Benevity Causes Portal. To create an upcoming Volunteer Opportunity that the Kohl’s associates can sign up for, please follow these steps:

Sign in to the Causes Portal

Select ‘Volunteering’ tab from the left-hand side menu

Click the ‘Create New Volunteer Opportunity’button

Fill out the required fields marked with ared asterisk (*)

For reference, click here forKohl’s program guidelines

Ensure theevent dateand, if your organization has multiple locations, thechapterorsubdivision nameis included in the 'Opportunity Name'

Outline thetasks volunteers will be involved in under the 'Opportunity Description'

Under ‘Visibility’, select ‘Private’ and it will prompt you for ashare-key

Enter thecase-sensitive share-key:kohls-cause

https://www.kohls.com/stores.shtml

Ensure ‘Published’ is checked off and click ‘Save’

Please note: Updates to the profile may take up to 24 hours to appear.

After the event is created and 24 hours has passed, please let the Kohl’s associates know they can now search and sign up for the event.

Do the Kohl’s Associates Need to Do Anything After the Opportunity Has Been Complete?

Following your volunteer event, it ismandatoryfor the associates to confirm their volunteer hours (track their time) through the Kohl's Cares portal, which is a portal exclusive to the Kohl’s associates.

A minimum of 5 Kohl's associates, from any Kohl's location, must volunteer for a minimum of 3 consecutive hours and have their hours approved before your organization will be considered for funding. Your organization does not need to approve these hours as they are reviewed by the program administrators.Please note:if the employee’s time is rejected, they will receive an email notification indicating the reason for rejection and the time may need to be resubmitted.

How Can I Find Out if the Associates Have Tracked Their Time?

To inquire about who has tracked hours for your volunteer event, please contact your local Kohl's location () and ask to be connected with a district administrator (please note:this is different from a Kohl's manager). These administrators have visibility into who has confirmed their attendance (tracked time) to your event and will be able to assist you further.

When Does My Organization Receive the Reward?

At the end of each month, any approved employee volunteer hours are reviewed by administrators to determine if the event qualifies for a reward. If your organization’s event is approved for a reward, Benevity will issue the reward in the next disbursement cycle, which occurs in the month following the approval. For example, events are reviewed at the end of May and, for the events that had the qualifying amount of approved submissions, rewards are disbursed around the 23rd of June.

If you searched using your Cause Name and EIN (United States) or RCN (Ireland, United Kingdom and Canada) and cannot find your organization, we may be able to add your profile to our database. We’ll need some additional information to create a profile this is the first step to be considered eligible! Please see the requirements specific to your organization's country below and contact our support team with the requested documents attached:

Canada

A copy of your Charitable Status Letter from the CRA or

Articles or Certificate of Incorporation or

Society Act or

Letters Patent or

Supplementary Letters Patent

United Kingdom

Confirmation of Registration from the Charity Commission or Her Majesty's Revenue and Customs (HMRC), which is the letter your organisation received when it was awarded its charitable status or

A receipt from your annual return with the Charity Commission or

A letter recognizing your charity status from the Scottish Charity Regulator (OSCR)

Ireland

Charities Section Letter confirming registry with the Irish Revenue Commissioners

United States

Registered Charity:

IRS Letter of Determination stating your EIN and 501(c)3 tax exempt status

Government Organization:

W-9 form for where funds should be sent; depending on how your organization operates, this may be directly to the City/Town or to your specific organization itself

Boy Scouts or Fiscally Sponsored Organization: If your organization does not have its own 501(c)3 status, but is chartered under an organization that does (such as a church), we require the following information regarding the chartering organization:

Organization name, Address, Website (if applicable) and

An email contact for someone with the chartering organization

Other

If you’re located in a country other than Ireland, the United Kingdom, the United States or Canada, please contact our support team and include your organization's legally registered name, postal address and your website if you have one!

Benevity is a software company that powers corporate giving, volunteering, and grant-making solutions for hundreds of Fortune 1000 companies from around the globe.

The check you received may include one or more individual donations, matching funds, or corporate grants from our clients.

To access detailed reports on the companies and people who have donated to your organization through Benevity, you will need to register your profile. Benevity takes care of issuing tax receipts to the donors.

What seems to be the problem?

I have forgotten my password or username

Follow this link and select 'I forgot my username or password’.

Enter the email address on file and click ‘E-mail new password’ (note that the password reset email can only be sent to the email address that is on file.)

After selecting the link provided in the email you will be redirected to a new page. Click on the orange 'Log in'

Enter a new password in the 'Password' box and type it again in the 'Confirm password'

Once you’ve entered your password twice, scroll down and select ‘Save’.

Your password is now reset, and you are logged into the profile.

I am not receiving the password reset email

Password reset requests are only sent to email addresses already registered with a profile in the Benevity Causes Portal. If you enter an unregistered email address, we cannot send the password reset email. Please double-check your spam and junk folders for the password reset email and if you still did not receive it please contact our support team to receive new login credentials. Please attach a letter on your organization's letterhead confirming your authority to administer this account OR a copy of a void check with your organization's name and address.

Someone else has already claimed the profile and I do not know the password or username

If you see a "Claimed Profile" message on your organization’s profile, this means someone else is currently managing the profile. Please ask around internally to see if someone within your organization has started the process. If you’re not sure who’s managing the profile and would like to have access, please contact our support team to receive new login credentials. Please attach a letter on your organization's letterhead confirming your authority to administer this account OR a copy of a void check with your organization's name and address.

Learn how to use the Benevity Causes Portal to connect to donors, gain more insight into the way donations reach you, and learn some important tips and tricks you’ll need to make this your best giving season yet.

Benevity is a software company that powers corporate giving, volunteering, and grant-making solutions for hundreds of Fortune 1000 companies from around the globe, including Google, Apple, Coca-Cola, Microsoft, and Nike (to name a few). Part of our social mission is to facilitate meaningful impact for recipient charities by seamlessly exposing them to millions of potential donors and leveraging technology and automation to transform the way charities receive funds. Check out our website for more information on who we are and what we do!

Benevity operates on a monthly disbursement model. All funds designated to your organization in a month are aggregated, processed, and issued in one payment around the last week of the following month. For example, all donations designated to your organization in May will be disbursed around the last week of June.

Many of Benevity’s clients require organizations to Self-Certify annually against common eligibility requirements to qualify for inclusion in their giving or matching programs.

The declaration gives organizations the chance to clarify their internal policies regarding where funds will be directed. The answers you provide will be collected only by those clients who require the declaration and will then be aligned to their specific program requirements.

The Self-Certification Declaration is valid for one year from the date of completion and needs to be renewed on an annual basis. If at anytime you'd like to amend your Self-Certification, you will have to submit anewdeclaration.

Follow the steps below to complete the Self-Certification Declaration:

First, log in to the Causes Portal.

Select‘Certification’in the left-hand side menu.

Select the box labeled‘Create New Self-Certification Declaration’.

Complete the 13 declarations, then click'Submit'.

See below for further clarification on each article within the declaration

Self-Certification Declaration Question 1

Within the Self-Certification Declaration,Question 1reads:

'Does Your Organization have all of the licenses and registrations that are required of it by all relevant regulatory authorities in its governing jurisdiction and is Your Organization in compliance with the laws and regulations applicable to it?'

Answering "No"to this clause would mean that your organization doesNOThave all the licenses and registrations that are required of it by all relevant regulatory authorities in its governing jurisdiction and/or isNOTin compliance with the laws and regulations applicable to it.

Answering"Yes"to this clause would mean your organization does have all the licenses and registrations that are required of it by all relevant regulatory authorities in its governing jurisdiction and/or is in compliance with the laws and regulations applicable to it.

Self-Certification Declaration Question 2 and 2(a)

Within the Self-Certification Declaration,Question 2andQuestion 2(a)read:

Within the Self-Certification Declaration,Question 2andQuestion 2(a)read:

‘2Does Your Organization Discriminate against any person or group of people in its hiring and employment practices, codes of conduct, programs, services or in any other aspect of its operations or activities on the basis of that person or group of people's personal characteristics or attributes?

For clarity, Discrimination in this Question includes (but is not limited to) hiring and employment policies or practices that Discriminate against a person or group of people on the basis of their sexual orientation or gender identity, even if such policies and practices are permitted under applicable law.'

Answering "Yes"to question 2 would mean that your organization does discriminate against people/groups in your hiring practices, conduct, programs, services or in any other aspect of your operations or activities on the basis of that person or group of peoples personal characteristics or attributes.

Answering"No"to question 2 would mean that your organization doesNOTdiscriminate against people/groups in your hiring practices, conduct, programs, services or in any other aspect of your operations or activities on the basis of that person or group of people's personal characteristics or attributes.

'2(a)Is Your Organization a religious or faith-based organization exempt from applicable laws that otherwise prohibit such Discrimination?'

Answering "Yes"to question 2(a) would mean that your organization is a religious or faith-based organization exempt from applicable laws that otherwise prohibit such discrimination

Answering"No"to question 2(a) would mean that your organization isNOTareligious or faith-based organization exempt from applicable laws that otherwise prohibit such discrimination

Self-Certification Declaration Question 3

Within the Self-Certification Declaration,Question 3reads:

'Will your organization apply donations only to non-religious programs (unless special written permission has been received from Benevity or the applicable Benevity client)?'

Religious programs do not include examples such as food banks sponsored by churches, non-proselytizing community outreach and educational programs.

Answering"Yes"to this clause would mean your organization is able to separate funds received via Benevity and apply them only to non-religious programming.

Answering"No"to this clause would mean your organization isNOTable to separate funds received via Benevity and apply them only to non-religious programming.

Self-Certification Declaration Question 4

Within the Self-Certification Declaration,Question 4reads:

'Does Your Organization support or sponsor political campaigns or otherwise advocate for (or against) political candidates?'

Answering"Yes"would mean that your OrganizationDOESsupport or sponsor political campaigns or otherwise advocate for (or against) political candidates.

Answering"No"would mean that your OrganizationDOESNOTsupport or sponsor political campaigns or otherwise advocate for (or against) political candidates.

Self-Certification Declaration Question 5 and 5(a)

Within the Self-Certification Declaration,Question 5and Question 5(a) read:

‘5 Your Organization will not lobby a federal, state or local government agency or government official except where and only to the extent permitted under applicable laws.’

Answering "No"would mean that youWILLlobby a federal, state or local government agency or government official.

Answering "Yes"would mean that youWILL NOTlobby a federal, state or local government agency or government official.

'5(a) Your Organization does not allocate more than 25\% of time devoted (volunteers and staff) and 25\% of your budget towards lobbying efforts.'

Answering "No, I Do Not Agree"would mean that youDOin fact allocate more than a quarter of your time and budget towards lobbying efforts.

Answering"Yes, I Agree"would mean that youDO NOTallocate more than a quarter of your time and budget towards lobbying efforts.

Self-Certification Declaration Question 6

Within the Self-Certification Declaration,Question 6reads:

'Your Organization will not use Benevity Donations to bribe any government or public official, unlawfully gain an advantage in political or legal proceedings or unlawfully solicit business.'

Answering'No'would mean that youWILLin fact use Benevity Donations to bribe a government or public official, unlawfully gain an advantage in political or legal proceedings or unlawfully solicit business.

Answering'Yes'would mean that youWILL NOT use Benevity Donations to bribe a government or public official, unlawfully gain an advantage in political or legal proceedings or unlawfully solicit business.

Self-Certification Declaration Question 7

Within the Self-Certification DeclarationQuestion 7reads:

'Your Organization will not attempt to unlawfully or improperly influence a Benevity Client or any individual donor.'

Answering'No, I Do Not Agree'in this way would mean that youWILLin fact attempt to unlawfully or improperly influence a Benevity Client or any individual donor.

Answering'Yes, I Agree'in this way would mean that youWILLNOTattempt to unlawfully or improperly influence a Benevity Client or any individual donor.

Self-Certification Declaration Question 8

Within the Self-Certification DeclarationQuestion 8reads:

'Your Organization will not identify any Benevity Client as a donor or use a Benevity Client's logo or brand for promotional purposes without prior written consent of that Benevity Client.'

Answering 'No, I Do Not Agree'would mean that youWILLin fact identify one or more Benevity Clients as a donor or use a Benevity Client's logo or brand for promotional purposes without prior written consent of that Benevity Client.

Answering 'Yes, I Agree'would mean that you willNOTidentify one or more Benevity Clients as a donor or use a Benevity Client's logo or brand for promotional purposes without prior written consent of that Benevity Client.

Self-Certification Declaration Question 9

Within the Self-Certification DeclarationQuestion 9reads:

'Your Organization will return Benevity Donations that it knows or should know are ineligible under applicable law or Benevity Client guidelines or were provided in error. This obligation is in addition to (and does not supersede) Your Organization's responsibilities set out in the Benevity Causes Portal Terms of Use.'

Answering 'No, I Do Not Agree' would mean that you willNOTreturn Benevity Donations that your organization knows or should know are ineligible under applicable law or Benevity Client guidelines or were provided in error.

Answering 'Yes, I Agree' would mean that you will return Benevity Donations that your organization knows or should know are ineligible under applicable law or Benevity Client guidelines or were provided in error.

Self-Certification Declaration Question 10

Within the Self-Certification Declaration,Question 10reads:

'As far as you are aware, Your Organization does not employ or engage any person or entity who appears or has appeared on any restricted party list, including without limitation, anti-terrorism, anti-money laundering, anti-bribery or other similar 'watch list' such as the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC), Specially Designated Nationals List, the EU Consolidated List and the OSFI Consolidated List. Your Organization agrees to notify Benevity as soon as possible if it is no longer able to make this statement..'

Answering'No, I Do Not Agree'would mean that your OrganizationDOESemploy or engage any person or entity who appears or has appeared on any restricted party list, including without limitation, anti-terrorism, anti-money laundering, anti-bribery or other similar 'watch list' such as the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC), Specially Designated Nationals List, the EU Consolidated List and the OSFI Consolidated List.

Answering'Yes, I Agree'would mean that your Organization doesNOTemploy or engage any person or entity who appears or has appeared on any restricted party list, including without limitation, anti-terrorism, anti-money laundering, anti-bribery or other similar 'watch list' such as the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC), Specially Designated Nationals List, the EU Consolidated List and the OSFI Consolidated List.

Self-Certification Declaration Question 11

Within the Self-Certification Declaration,Question 11reads:

'If a Benevity Client requests that a Benevity Donation be used for a particular charitable purpose or project that are among Your Organization's existing programs or projects, Your Organization agrees to honour such request as best you can.'

Answering 'No, I Do Not Agree'would mean that you wouldNOThonour aBenevity Client's request that a Benevity Donation be used for a particular charitable purpose or project that are among Your Organization's existing programs or projects.

Answering 'Yes, I Agree'would mean that you would honour a Benevity Client's request that a Benevity Donation be used for a particular charitable purpose or project that are among Your Organization's existing programs or projects.

Self-Certification Declaration Question 12

Within the Self-Certification Declaration,Question 12reads:

'If Your Organization receives a Benevity Donation from a Benevity Client in the form of a restricted grant via a grants management product executed through the Platform (called, "Grants"), Your Organization agrees to follow any instructions from the Benevity Client that accompanies such Grant. If Your Organization cannot follow those instructions, Your Organization agrees to return that Benevity Donation.'

Answering'No, I Do Not Agree'would mean that your organization doesNOTagree to follow instructions from the Benevity Client/Donor that accompanies such Grants and wouldNOTagree to return that Benevity Donation if you aren't able to follow said instruction.

Answering'Yes, I Agree'would mean that your organization doesagree to follow instructions from the Benevity Client/Donor that accompanies such Grants and would agree to return that Benevity Donation if you aren't able to follow said instruction.

Self-Certification Declaration Question 13

Within the Self-Certification Declaration,Question 13reads:

'Your Organization will not re-grant Benevity Donations to organizations that are not able to provide the same responses as have been provided in this Declaration.'

Answering'No, I Do Not Agree'would mean that youWILLre-grant Benevity Donations to organizations that are not able to provide the same responses as have been provided in this Declaration.

Answering'Yes, I Do Agree'would mean that youWILL NOTre-grant Benevity Donations to organizations that are not able to provide the same responses as have been provided in this Declaration.

Valid Supporting Documentation:

Official Bank Document

This document must show the following specified and typed items:

Organization’s Name

Organization’s Address

Account Number

Routing (ABA) Number

Please ensure the information entered into the form corresponds with the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information entered into the form matches the information on the supporting document

In order to receive international donations, we require a Wire Transfer number. If you do not know this number, please contact your bank.

Review the information and click‘Submit’

Valid Supporting Documentation:

Official Bank Document

This document must show the following specified and typed items:

Account Holder Name (Beneficiary)

Bank Name

Bank Address

Account Number

IBAN

SWIFT

Sort Code

Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click‘Submit’

Valid Supporting Documentation:

Official Bank Document

This document must show the following specified and typed items:

Organization’s Name

Organization’s Address

Account Number

SWIFT/BIC

KORR (Correspondent Account Number)

BIK Code

Please ensure the information entered into the form corresponds with the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information entered into the form matches the information on the supporting document

Review the information and click‘Submit’

(Examples of countries that do not use the IBAN: New Zealand, Philippines, Singapore, South Africa, Thailand, Vietnam, Cambodia, Bolivia)

Valid Supporting Documentation:

Account StatementOR

Official bank document

This document must show the following specified and typed items:

Account Holder Name (Beneficiary)

Bank Name

Bank Address

Account Number

SWIFT

Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the 'Donation Method'tab on the left-hand side menu

Select the ‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click ‘Submit’

Valid Supporting Documentation:

Official Bank Document

This document must show the following specified and typed items:

Account Holder Name (Beneficiary)

Bank Name

Bank Address

Account Number

SWIFT

CLABE

Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click‘Submit’

Valid Supporting Documentation:

Official Bank Document

This document must show the following specified and typed items:

Account Holder Name (Beneficiary)

Bank Name

Bank Address

Account Number

SWIFT

Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click‘Submit’

Valid Supporting Documentation:

Official Bank Document

This document must show the following specified and typed items:

Account Holder Name (Beneficiary)

Bank Name

Bank Address

Account Number

IBAN

SWIFT

Sort Code

Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click‘Submit’

(Examples of countries who do use the IBAN: Brazil, Poland, France, Turkey, Israel, Finland, Spain, Portugal, Italy, Netherlands, Greece, Austria, Belgium, Bulgaria)

Valid Supporting Documentation:

Account StatementOR

Official bank document

This document must show the following specified and typed items:

Account Holder Name (Beneficiary)

Bank Name

Bank Address

Account Number

IBAN

SWIFT

Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the 'Donation Method'tab on the left-hand side menu

Select the ‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click ‘Submit’

Valid Supporting Documentation:

Official Bank Document

This document must show the following specified and typed items:

Account Holder Name (Beneficiary)

Bank Name

Bank Address

Account Number

SWIFT

Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click‘Submit’

Valid Supporting Documentation:

Official Bank Document

This document must show the following specified and typed items:

Account Holder Name (Beneficiary)

Bank Name

Bank Address

Account Number

SWIFT

Note: The account must be held with one of the following banks:

Scotiabank

Royal Bank of Canada

First Caribbean

Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click‘Submit’

Valid Supporting Documentation:

Official Bank Document

This document must show the following specified and typed items:

Account Holder Name (Beneficiary)

Bank Name

Bank Address

Account number

SWIFT

BSB or Branch # (6 digits)

Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click‘Submit’

Valid Supporting Documentation:

Account StatementOR

Official bank document

This document must show the following specified and typed items:

Account Holder Name (Beneficiary)

Bank Name

Bank Address

IBAN

SWIFT

Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click ‘Submit’

FCRA ACCOUNT INFORMATION:

Valid Supporting Documentation:

Official Bank Document

This document must show the following specified and typed items:

Account Currency: INR

Account Holder Name (Beneficiary)

FCRA Account Number

Bank Name

Bank Address

IFSC Code

SWIFT/BIC Code

NON-FCRA (Domestic) ACCOUNT INFORMATION:

Valid Supporting Documentation:

Official Blank Document

This document must show the following specified and typed items:

Account Currency: INR

Account Holder Name (Beneficiary)

Non-FCRA Account Number

Bank Name

Bank Address

IFSC Code

Please supply two letters; one for your FCRA account and a second for your Non-FCRA (Domestic) account. Once you have these two letters, follow the steps below to submit your EFT Application. Please ensure the information entered on the form corresponds to the information on the supporting document.

Log in to the Causes Portal: https://causes.benevity.org/

Click on the'Donation Method'tab on the left-hand side menu

Select the‘Update Donation Payment Method’button

Fill out the blank fields as directed

Upload a supporting bank document and ensure the information provided on the form matches the information on the supporting document

Review the information and click‘Submit’

Benevity’s platform and donation fund disbursement model was designed to make giving easy, secure, cost-effective, and truly global no matter how large or small the donation. We work with partner foundations around the world that use donor advised funds to process and disburse funds together with our technology platform. By working with these partners, we facilitate broad charity choice, deliver real-time tax receipting and strict legal compliance.

Here are our Donor Advised Funds that may issue disbursements to your organization:

The American Online Giving Foundation

Funds flow through the AOGF when USD donations are made to American causes

Tax Receipts are issued to the original donor

The Canadian Online Giving Foundation

Funds flow through the AOGF when CAN donations are made to Canadian causes

Tax Receipts are issued to the original donor

Australian Online Giving Foundation

Funds flow through the AusOGF when AUD donations are made to Australian causes

Tax Receipts are issued to the original donor

Charitable Giving/The Charity Service

Funds flow through Charitable Giving/The Charity Service when GBP donations are made to UK causes

Tax Receipts are issued to the original donor

NASSCOM Foundation

Funds flow through NASSCOM when Indian citizens in India make INR donations to Indian causes

Tax Receipts are issued to the original donor

Haus des Stiftens gGmbH

Funds flow through Haus des Stiftens gGmbH when German-based users make EURO donations are made to German causes

Tax Receipts are issued to the original donor

The UK Online Giving Foundation

Funds flow through the UKOGF when cross-border donations are made

Acknowledgement letters are issued to the original donor

The Irish Online Giving Foundation

Funds flow through IOGF when Ireland-based users make EURO donations to Irish causes

Acknowledgement letters are issued to the original donor

Cancelled disbursement reports can appear on your profile for a number of reasons. Either the donor or company cancelled their gift to your organization prior to disbursement, or the disbursement failed and we will reissue the funds to your organization at a later date. In the latter case, the corresponding donor reports will be visible once you receive the funds.

Disbursement Reports from Benevity for donations made prior to November 30th 2018 were originally provided in two older formats:

The Detailed Reportlists donor contact information (as available depending on donor preference)

The Donations Source Summarylists total donation amounts per company, along with any applicable fees in aggregate and the net payable disbursed to your organization

The Donation Source Summary Report will:

Provide total donation amounts by company, any applicable fees, and the net payable disbursed to your organization.

Provide information as to which clients cover the fees and which pass the fee along to the donation. If a company has a footnote number listed next to it, see 'How are fees deducted' at the bottom of the page, which outlines fee allocation information by client.

If there’s no footnote number beside a client's name, they have elected not to cover any fees.

Donation Source Summary Reports will only display on disbursements prior to September 2018.

Fees are based on the cost of vetting organizations for program eligibility, collecting and processing donations, disbursing funds and preparing donor receipts and cause reports. These costs, and the fees applied to them, can vary for individual client companies, depending on the size and nature of their programs, the countries in which they are operating and other factors. In some cases, our clients wish to pay the fees associated with the donation and/or match to “top up” the amount given to the cause. The average Donation and Match fee for our platform is approximately 2.9\% of the gross donation amount.

Upcoming disbursements are donations that are currently being processed, and will be issued to your organization by the next disbursement date. Additional information is available by clicking ‘more details’. Donor information will not be published until these funds have been issued.

For more information on accessing and navigating your reports, please click here.

For organizations located in Canada or the United States, signing up for Electronic Funds Transfer (EFT) as a payment method is optional. PayPal is also accepted as a payment method in North America. Registering for Electronic Payments is a mandatory step for organizations outside of North America, as Benevity can only disperse international funds electronically.

Learn about the additional costs associated with receiving checks.

See this article for steps on registering for Electronic Payments.

Follow these steps to manage multiple profiles with one set of login credentials:

Login to your current profile on the Causes Portal.

Select ‘Charity Profile’ tab from the left-hand side menu.

Click on the ‘Register Another Charity’

Click on the ‘Take me to the search form’ and enter the EIN/RCN or legal name of the additional account you will be managing.

Select your organization from the results page and click on the green 'Register Your Charity' button to claim and register the additional profile.

You can now switch between your profiles by selecting your organization from the ‘Currently Managing’ drop-down menu in the top left corner of the site.

It can take one full disbursement cycle for your payment method to take effect, as we may have already begun processing the payment when your application was approved. Going forward your disbursements will be sent electronically if the Electronic Donation Payment section of your profile is complete.

Depending on how much progress you made in the application, your username and password may not have saved. If you submitted the application, you can’t re-access it because your username and password were deactivated as soon as it was sent.

Each time you start a new application, a new username and password will be assigned to it. Once the application has been submitted, the login credentials will no longer be active.

Benevity cannot provide a copy of a grant application once it’s submitted. We no longer have access, unless special permission is granted from the Program Administrator. When filling out applications in the future, please remember to save or print a copy for your records.

The form requires each field to be completed before you can move to the next tab. The form is dynamic, which means the questions may change based on your answers, for a more streamlined application.

If you want to access the application questions, you can place temporary answers in each field, allowing you to move forward. Please make sure that you go back and review your responses before you submit.

To be approved for Apple Pay, you must complete your profile within the Benevity Causes Portal. Please see this article explaining the registration steps.

The Apple Developer Team ID will be sent to you by Apple when your organization is approved to receive the development kit. You can direct any issues or questions about Apply Pay or the developer application process to the Apple Support Team.

To view your Apple Developer Program Team ID, sign in to your account on the Apple Developer website. If you’re using a Payment Service Provider (PSP) to enable Apple Pay, your PSP will provide you with a suitable Team ID.

Benevity is a software provider that powers workplace giving, cause marketing and other social good programs for some of the world’s most iconic companies. Participating allows your organization to receive donations & matching funds from our clients around the world. As part of our commitment to improving the donation process, Benevity will also review your organization’s ability to accept donations with Apple Pay.

Benevity will review your organization's ability to accept donations with Apple Pay. Please go here and follow the registration steps to determine your eligibility for Apple Pay

For more information on the requirements for Apple Pay, you can also visit the Apple Pay for Donations support page.

An email notification will be sent to the Volunteer Opportunity Contact when someone signs up for one of your Volunteer Opportunities.Currently, there is no way in the Causes Portal to view a list of the people who have signed up for your event. Because of this, we encourage you to keep track of the emails you receive notifying you that someone has registered for your event.

You cannot delete a Volunteer Opportunity. If you no longer wish to make a Volunteer Opportunity visible to our clients' employees, you need to un-publish it. To do this, follow the below steps:

Log in to the Causes Portal.

Select the ‘Volunteering’ tab from the left-hand side menu.

Click 'Edit' under the Volunteer Opportunity you want to unpublish.

Scroll down to the bottom of the page and un-check the 'Published'

Click 'Save'.

Volunteer Opportunities can be used when an organization needs volunteers for an event they’re hosting. Our clients' employees can then search for the Volunteer Opportunity and register to help at the event. When someone registers for one of your events, you’ll receive an email notification informing you of their signup.

Please follow the steps below to create a Volunteer Opportunity:

Log in to the Causes Portal.

Select the ‘Volunteering’ tab on the left-hand side of the Causes Portal.

Click the button ‘+ Create New Volunteer Opportunity’.

Fill out all the necessary fields.

Under the 'Visibility' section, select Private, or Public. Choosing Public will make your content viewable to everyone. Choosing Private will make it viewable only to specific clients' employees, if you’re using a Share Key provided by the client.

Ensure the ‘Published’ box is checked, and click ‘Save’.

Any changes made to the profile may take up to 24 hours to become visible.

If you work closely with a company for volunteer events, please reach out to your contact to see if a Share Key is necessary. Share Keys may be required for some of our clients' programs, as they are used to populate the event for that client specifically. Please note if a client requires a Share Key and you do not enter it, the volunteer event will not be visible in their Workplace Giving Program.

You can un-publish a Project on your profile by following these simple steps:

Log in to the Causes Portal.

Select the ‘Projects’ tab from the left-hand side menu.

Scroll down to the bottom and un-check the box marked ‘Published’

Click 'Save' once you’ve completed these steps.

Since Projects can’t be deleted, you’ll still be able to see the un-published Project. However, donors will not be able to see it once the ‘Published’ box is un-checked.

To add a Project, please follow the below step:

Log in to the Causes Portal.

Select the ‘Projects’ tab from the left-hand side menu.

Click on ‘Create New Project’.

Fill out the required fields, and ensure the 'Published' box is checked at the end.

Click 'Save' once you’ve completed these steps.

Projects are designed to allow donors to designate their funds to specific programs and initiatives your organization runs, rather than donating their funds to the overall organization.

Projects can also be used when larger charitable organizations share one charitable registration number. Within the Benevity Causes Portal there can only be one profile per charitable registration number. Larger organizations sharing a charitable registration number with multiple chapters can use Projects to provide a way for donors to designate their funds to a specific chapter.

See this article for steps on how to add a Project.