Once a nonprofit partner is registered and validated, they are ready to start receiving donations. Share the resources below so they can get more out of the Benevity Causes Portal, including profile optimization, visibility, and next steps. If onboarding is still in progress, find the right resource for your nonprofit partner at each stage. Then help them register on the Benevity Causes Portal or complete electronic funds transfer (EFT). When registration or payment questions come up, troubleshoot nonprofit registration and EFT issues.
Sharing resources with your nonprofit partner
Share these Nonprofit Help Center resources after a partner completes registration and validation. Start with the post-registration checklist so they finish required profile and payment steps.
| Resource | Format | What it covers |
|---|---|---|
| Benevity checklist for nonprofits: What to do after registration | Article | Step-by-step list of what to do right after registering, including setting up EFT, completing Self-Certification, optimizing the profile, creating projects, and offering volunteer opportunities. The best starting point for a newly validated nonprofit. |
| Making the most of your profile: Optimization, Visibility, and Corporate Partnerships | Article | How to build a profile that attracts donors and volunteers, and how to use the platform to build corporate partnerships over time. |
| How to connect with donors and volunteers {eBook} | eBook (EN, FR, DE, ES) | A broader guide to using the Benevity Causes Portal to connect with donors and volunteers. |
| Get Found and Funded: Make the Most of Benevity for Nonprofits | Webinar recording | Optimizing a profile, posting fundraising projects and volunteer opportunities, and setting up EFT. Recorded for nonprofits to watch anytime. |
| Demo videos | Video | Short walkthroughs in the Nonprofit Help Center: Creating a volunteering opportunity Creating a project Editing your profile |
Note: More demo walkthroughs are coming to the Nonprofit Help Center. Check back for new ones.
For a wider set of webinars and guidance, send partners to Guidance and Engagement in the Nonprofit Help Center.
Using an email template to share engagement resources
Use this template to congratulate a partner and point them to engagement resources. Adjust the bracketed fields to fit your voice and relationship with the nonprofit.
Subject: Congratulations: Your Organization is Eligible on Our Giving Platform
Dear [NPO Contact Name],
We are pleased to confirm that [Organization Name] is fully registered and active on our employee giving platform, powered by Benevity.
[Your Company Name]'s employees can now direct donations to your organization through the platform.
Now that you are set up, here are a few resources to help you get the most out of the platform:
- Benevity checklist for nonprofits: What to do after registration: a step-by-step list of what to do next
- Demo videos in the Nonprofit Help Center:
- Making the most of your profile: Optimization, Visibility, and Corporate Partnerships: tips to help you get discovered by more donors
- eBook: How to connect with donors and volunteers (EN, FR, DE, ES)
You can find more information about tracking and receiving disbursements, working with donor reports, and managing your Benevity Causes Portal profile by visiting the Nonprofit Help Center. Start with New: Introducing the New Causes Portal Experience and What is the Benevity Causes Portal?.
Please reach out if you have any questions.
Best regards,
[Your Name]
[Title] | [Your Company Name]
[Your contact information]