Product Glossary

This glossary is a repository of all product, service, and add-on offerings and their definitions.

Spark

Category Name Definition
Add-on Benevity App The Benevity app allows employees to make donations, track volunteer time, sign up for volunteer opportunities and much more on their mobile devices. Currently, it supports iPhones running iOS 11 and up and Android phones running 5.1 and up.
Add-on Benevity Reporting Tool Benevity’s comprehensive reporting platform with real-time transaction processing and dozens of standard, real-time reports so you can understand your engagement and impact. Administrators can schedule and generate reports based on specific fields, and reports can be downloaded/exported in multiple formats.
Add-On Content Streams Content Streams brings current events and Benevity-created (and sometimes nonprofit-partner created) giving opportunities directly into the Spark dashboard for your people to discover and explore. This includes streams called Trending Now, with content based on major cause-focused awareness dates or disaster relief, and Popular Causes, with curated giving opportunities that include trusted and vetted nonprofits delivering impact across broad cause categories. Our data shows that clients with Content Streams enabled see a 58% higher participation rate in their programs.
Budgets & Payments Budget Date Range The date range for which the client giving budget is set to be active for. Typically this is an annual date range (eg: Jan 1, 2023 - Dec 31, 2023).
Budgets & Payments Budget Tiers Budgets tiers allow for clients to break out their annual spend by currency to configure their local giving budgets.
Cause Support Fees Cause Support Fee Some clients choose to pay the cause support fee for donations processed through their employee giving program.
Cause Support Fees Cause Support Fee Large enterprise clients may propose and negotiate a cause support fee structure. It will be assessed and requires Benevity executive approval.
Cause Support Fees Cause Support Fee For clients with sizable donation volumes, their scale and partnership may result in a negotiation of our standard cause support fee. In these cases, an agreed flat rate is defined based on donation volume.
Cause Support Fees Cause Support Fee Causes pay a standard fee for all funds sent to them through our platform, deducted by our partner foundations when funds are disbursed. There is a fee cap on individual transactions, please refer to the Foundation Fees Schedule for more information.
Experiences Additional Localized Experience Depending on the scope of the project, the client may need additional localized experiences added to their quote to achieve their programmatic requirements.
Experiences Benevity One World - Cross Border Goodness Through Benevity OneWorld™ (BOW) we are able to offer a consistent experience to all your employees, no matter where they are located. BOW gives our clients access to vetted nonprofits in nearly every country, with the ability to donate in virtually any currency.
Experiences India Localized Experience Benevity's India Localized Experience enables our clients to extend tax-effective giving in Indian Rupees to their eligible employees in India. This means that Indian citizens living in India can make credit card or payroll donations to charities in India who are registered and in good standing with the applicable regulatory authority and have their tax certification. Like our other tax-effective countries, we have a local foundation partner within India that aggregates domestic funds and distributes those funds into the appropriate bank account for the Indian causes.

All clients with the India Localized Experience enabled are required to sign a Donor Declaration confirming the source of funds remitted and confirming that all employees mapped to the India Localized Experience are only those who have active Indian Citizenship. There are three different Donor Declarations. The Donor Declaration that your client will sign depends on whether or not their corporate funds are coming from a local Indian source, a foreign source or are only enabling their Indian employees to volunteer (see India Confluence page for more information). In addition to Donor Declarations, individual donors must submit an in-tool attestation confirming their Indian Citizenship with their PAN number and local address prior to making their first donations.

Please note that the Benevity Cause Support Fee for the India Experience is 5.9%

Experiences Localized Experiences The Spark user experience can be tailored for employees based on their location. Benevity offers local currency experiences in 14 currencies: (Australian Dollar (AUD), Canadian Dollar (CAD), Euro (EUR), British Pound Sterling (GBP), Israeli Shekel (ILS), Indian Rupee (INR), Japanese Yen (JPY), New Zealand Dollar (NZD), Polish Zloty (PLN), Swedish Krona (SEK), Swiss Franc (CHF), Singapore Dollar (SGD), South African Rand (ZAR), and the United States Dollar (USD). Tax effective giving is available in the United States, Australia, New Zealand, Canada, the UK, Germany, India, Ireland and France.
 
Finance Service Corporate Donation Invoices Any funds processed through the Benevity platform that require payment are sent to you in an invoice called a donation report (DR) within the first few days of each month. The DR will include payroll deductions, matching funds, volunteer rewards, other "donation currency" incentives (such as charitable gift cards) and corporate donations. This report outlines all donation funds that require payment to the associated Donor Advised Fund (DAF) and payment is due by the 15th of that month. Corporate donation receipts for all corporate donations/matching within a calendar year can be provided upon request.
Finance Service Curated Cause Service Benevity's Cause Engagement team offers research and curation services to identify and recommend nonprofit partners based on specific topics, themes, events, awareness dates, or responses to natural disasters. We conduct manual research to find organizations that align with the client's criteria. Clients can then feature these selected causes in their granting programs.
Finance Service Donation Report Uploads Benevity will upload, on behalf of the individual foundations, monthly donation reports to the client-dedicated vendor portal to enable the vendor to process payment to the foundations. This includes managing the process flow for their individual vendor portal, access management, as well as any PO and budget allocations needed to facilitate the vendor portal uploads.
Finance Service Financial Service Package - Advanced This package is built to work with a client’s unique accounts payable process and they can ensure their team gets invoices split and formatted according to budgets or transaction types so causes/nonprofits always get their funds on time.
Finance Service Financial Service Package - Essential This package is included with Benevity solutions, and is great for simple programs with limited currency experiences or geographical reach, simple invoicing procedures, non-stringent risk guidelines; as well as Grants-only clients. Clients get access to the Benevity global disbursement engine, ensuring your funds get to nonprofits 99.9% of the time.
Finance Service Financial Service Package - Premium This package is built to help clients manage their global programs, save time and reduce redundant donation report payment flows, with the utmost priority on minimizing the impact of the changing socio-political landscape. This includes white-glove service directly from the Benevity Risk & Compliance team to ensure their social giving program is always compliant.
Finance Service Float Fund Management A float fund is a donation, without advice, to our foundation partners (e.g. the American Online Giving Foundation) with the intent to provide a sufficient balance of funds from which our foundation partner will use to fund future advice being made through your program (by way of the monthly donation report invoices).The amount of the initial contribution will depend on your desired payment terms and anticipated donation volume. You will receive a monthly account statement with the amounts being drawn down from your float fund.
Finance Service Global DAF Our Global Donor Advised Fund (Global DAF) is designed for clients with a global presence who prefer a unified approach to donation reports (DRs). Rather than handling individual DRs in various currencies, we step in. The Global DAF offering is a consolidated payment workflow for corporate funds, where the client deposits a large pre-payment in USD explicitly used to cover corporate funds with the American Online Giving Foundation (AOGF). Then, utilizing equivalency determinations, AOGF transfers funds every month to the respective foundations (in the correct currencies) to cover the corporate portions of the client’s DR, with the exception of OGF India.
Finance Service Modified Donation Report Every client receives an auto-generated Donation Report (DR), however, some clients require modifications to how they receive it according to their internal processes. Modifications could include breakdowns of DRs according to transaction type or demographic file information.
Finance Service Off Cycle Disbursement In Benevity's disbursement model, funds donated/committed in the current month are sent at the end of the following month, e.g., a donation made in November will be sent to the nonprofit at the end of December. Clients don't have the option to send funds more frequently.

Funds can sometimes be disbursed sooner at a client's request (and with a fee) should there be a reason to send earlier, such as a natural disaster or event relying on funds urgently. Sometimes, Benevity will canvas their client community to determine if an off-cycle disbursement is desired, and then will work to allow clients to opt-in and send all funds at once, prior to the regularly scheduled disbursement, which can be completed without a fee since multiple clients would be participating in the off-cycle.
Finance Service Premium Screening Premium Screening uses carefully selected media sources and machine learning capabilities to assign unique risk scores to articles. It covers global media and provides a cumulative list of alerts and weekly emails containing the most up-to-date Adverse Media and PEP alerts. The service is designed for clients in highly regulated industries, such as financial services and banking, who are more risk-averse and require additional timely nonprofit information to make informed decisions. Premium Screening also caters to clients with varying and changing levels of risk tolerance, providing regular updates on specific nonprofits to help them decide who to donate to in a changing environment.
Finance Service Reversal A reversal refers to the reversal of a charitable donation that has been made to a registered charity for which a tax receipt may have already been provided to the donor. A reversal can be completed up to six months after the original transaction occurred at a cost of $250 per transaction, which is billed to the client.

If the donation has already been received by the cause, the cause must: (a) have accumulated enough donations from other sources in the Benevity platform to warrant a deduction from their next disbursement, or (b) agree to send the reversed donation(s) back to the foundation. The client would receive a credit on the next Donation Report for the amount of the reversed transaction.

If a user amount is reversed, the client match must also be reversed, but we can also reverse only the matching portion as well. Credit card reversals are administered by the foundation (i.e. returning the cash to the user), but payroll reversals must be administered by the client's payroll team.
Finance Service UKOGF Single Currency Float Fund UKOGF is utilized to disburse funds around the world and is connected to each localized Spark experience with the associated local currency. In the standard state, matching funds are paid to UKOGF in the same currency as the original donation. Clients can pay for a service to combine these donations into one currency and pair that with our float fund functionality to fund their monthly donation activity.
Finance Service Vendor Portal Management Clients with accounts payable vendor portals like Coupa, SAP and Ariba (and others) can ensure vendor payment information (i.e. foundation partner payment details) that require Benevity to maintain the portals on behalf of the client. Clients may use vendor portals for security, privacy and compliance questionnaires, to manage there third party risk programs.
Giving Automated Matching Functionality In Spark, clients can enable a year-round matching rate that is available to users when they make a donation to an eligible nonprofit. This is the default rate that donations will be matched at, but special matching campaigns or peer matches can increase the match available to users.
Giving Corporate Donations Corporate donations may be donations made to nonprofits directly through your Benevity dashboard, or they could be funds that support extra matching, employee donation top-ups, team events or corporate sponsorships. These payments are aggregated and disbursed with all other donations and matches made across the Benevity client community.
Giving Donation Payment Methods Donations can be made via credit card, Apple Pay, PayPal, payroll deduction or from the balance of a user's giving account.
Giving External Pledges/Auctions Auctions is a tool to load completed auctions/external pledges made by employees to win things. Employees are receipted for the difference between the value of the item compared to the price paid, and auction items can be paid for through Spark by making a donation to the benefiting nonprofit. Clients can use the Auction/External Pledges functionality in Spark to route donations to benefiting nonprofits. Matching can be applied just to the charitable donation value that is over the fair market value of the auction item.
Giving Friendraising Friendraising is a type of giving opportunity that allows employees to create personal pages to raise funds for a "parent" opportunity. The site administrator selects the supported nonprofit(s) and the timeframe the campaign will run for. All Friendraising pages created by employees exist within this “parent” Friendraising opportunity, which allows all of their donation totals to count toward the overall goal of your campaign. An employee's Friendraising page is linked to their profile, can be shared with colleagues, and is also available via our Community Impact Portal, which allows them to share a link through social media and collect donations from friends and family.
Giving Gift Cards Charitable gift cards are a fun way to involve anyone with a valid email address in your giving program. Gift cards can easily be created by employees, or by an authorized administrator, and redeemed through the Community Impact Portal (the external-facing component of the Spark platform). Donations can also be matched depending on your program specifications and solution configuration.
Giving Gift of Securities Canadian RBC and CIBC users can donate Gifts of Securities (GOS) to Canadian nonprofits through Benevity. During the campaign window, Canadian employees can choose to donate their publicly-traded stocks or mutual funds. Gifting securities is a cost-effective method of making a donation, as the donor does not pay tax on any capital gains.
Giving Giving Using Spark, employees can easily search for nonprofits and donate via payroll, credit card, PayPal, or their giving account. Clients can feature nonprofits and other initiatives, such as disaster relief campaigns, on the Spark dashboard for employees to see when they first log in.
Giving Giving Accounts Giving accounts are a standard feature in Spark, allowing employees to bank their Dollars for Doers volunteering rewards and carry balances of donation currency. They can then donate from their account to any nonprofit, and can also use their giving account to donate their own funds. All donation currency provided in the employee's giving account is only paid out if they are redeemed before expiry.
Giving Multiple Currency Seeding Client administrators can add funds to user accounts in bulk by using our seeding service under Company Giving in the Spark Manage area. Funds can be added in multiple currencies based on the site configuration.
Giving New Hire Seeding New Hire Credit (NHC) is an automated seeding feature in Spark. Depending on the client's intentions, NHC can automatically allocate rewards or funds to users (and set an expiry timeline) based upon their next login or their first login.
Giving PAC Matching Spark offers the ability for donors to receive special matching on contributions they've made to Political Action Committees (PAC). The original donations to the PAC are made outside of Spark and the matching portion gets imported using the PAC Matching feature. Employees who receive PAC matching dollars are able to allocate the funds to a nonprofit of their choice within Spark.
Giving Peer Matching People are 50% more likely to give if asked by a friend or colleague and 80% more likely to give when a match is offered.

Your people want to share the causes they're passionate about with their peers. They also want to support their teammates’ passions and show them that they care. Peer Matching, helps them do that — without any additional budget from your organization.

Peer Matching turns individual passion into collective action by empowering employees to:
– Create a giving opportunity for a nonprofit they care about and then add a match from their own funds — for any amount, big or small
– Support their coworkers by joining the match pool to increase the overall match amount
– Donate and receive a match from the pool
– Amplify their impact even further when combined with corporate matching for a 2x match
Giving Single Currency Seeding The process of seeding donation currency into a user's Giving Account using only one currency at a time.
Giving User Created Giving Opportunities Benevity’s solution is very flexible, allowing administrators, employees, and charities (if you allow them to) to easily create customized giving and volunteering opportunities in minutes. They just follow Spark's fill-in-the-blanks workflow and (subject to the business rules you wish to apply around approvals) publish the opportunity to their fellow team members.

Not only can the narrative and imagery be customized, so too can any donation currency reward. Content targeting enables users to see projects that are relevant to their particular geography, skills/interests, and many other parameters.

With the assistance of your Client Success Management team, we will help you identify any business rules you wish to apply to manage administrative privileges and permissions. For example, projects created by end users and charities can be subject to administrator approval, should you want to manage user-generated content. Administrative privileges can be granted according to responsibility (e.g. can approve/reject end user projects) based on N/A's structure and organization (e.g. by location, department, line of business, etc.).
Implementation Fee Additional Localized Experience Implementation Fee The decision to include an additional localized experience in your program is made collaboratively between you and your Benevity implementation team, based on a strategic assessment of the potential benefits this experience would offer.
An additional localized experience can ensure a more intuitive and relevant interface for users across diverse geographical regions, improving user engagement, satisfaction and, ultimately, the overall success of your platform implementation.
Implementation Fee Spark Additional Implementation Fee Customized by sales as needed if an out-of-scope or unique service needs to be provided.
Implementation Fee Advanced Payroll Giving Implementation Fee The advanced payroll feature is a premium offering designed for companies that require a sophisticated payroll solution. This feature encompasses the integration of multiple payroll providers and teams, the creation of unlimited pay groups, and the flexibility to handle all deductions using either an "all the time" format or delta files, depending on the client's specific needs. Additionally, it offers unlimited rounds of payroll testing to ensure accuracy and reliability, along with the option for custom deduction files that are tailored to the unique requirements of the business.
Implementation Fee Adverse Media Notifications Implementation Fee This implementation fee is essential for setting adverse media alerts to meet the unique needs and goals of each client. Clients will receive weekly emails detailing any organizations that have been flagged through the scans of publications covering nearly every country and in more than 70 languages.
Implementation Fee Implementation Fees This implementation ensures a smooth and seamless integration of your data into our system. We meticulously standardize and align your data, from country names to various business-specific inputs, which allows us to meet our import requirements and tailor our solutions to fit your unique business needs. The initial setup and transformation of your data receive dedicated attention from our expert teams, and the associated fee reflects the time and expertise invested.
Implementation Fee Historical Data Import Implementation Fee Enrich your employee engagement program with the power of historical data integration. Our data import implementation service ensures your program incorporates past achievements and milestones. Your program will not only meet current needs but also honor and reflect the rich legacy of your organization's collective experiences.
Implementation Fee Implementation Fees Invest in our implementation service to craft a customized employee engagement program that resonates with the vibrant culture and specific needs of your Indian workforce. This fee ensures your platform aligns perfectly with your organization's unique vision for fostering a connected and motivated team.
Implementation Fee Workday Integration Implementation Fee Simplify your social impact initiatives with our Benevity Certified Workday Integration service. For a one-time implementation fee, seamlessly connect Workday with Benevity, integrating employee data and payroll giving into one efficient system. This integration ensures accurate, streamlined management of employee contributions and engagement.

The fee encompasses full setup and synchronization to enhance your CSR processes and actively engage your workforce in meaningful giving.
Implementation Fee Implementation Fees The implementation fee is essential for setting up a successful employee engagement program to include splitting out donation reports, ensuring that the platform is tailored to meet the unique needs and goals of each organization's employee engagement-building efforts.
Implementation Fee Spark Feature - Implementation Fee The fee to implement volunteering.
Implementation Fee Volunteer Rewards Implementation Fee Dollars for Doers, Benevity's volunteer rewards program, is designed to recognize and enhance your team's volunteer efforts. For a fee, we'll seamlessly activate Dollars for Doers within your existing platform, elevating your organization's commitment to volunteerism and community engagement.

This Dollars for Doers implementation service includes setup and customization to aligns your program with your organization's values and objectives.
Implementation Fee External Pledges/Auctions Implementation Fee The Charitable Auction feature enables you to host dynamic auctions that captivate your community and boost fundraising efforts — ideal during Giving Season. The implementation fee includes the delivery of engaging interfaces that streamline bidding processes to maximize contributions.
Implementation Fee Spark Features- Implementation Fee Our Matched Donations feature facilitates seamless donations and harnesses the power of company matching to double the impact of your generosity. For a fee, we'll activate Matched Donations, ensuring your donations and matched funds flow smoothly through our platform to the nonprofits that matter most to your people.
Implementation Fee Spark Implementation Fee Provides the client with both a dedicated Project Manager and an expert Implementation Consultant, ensuring a seamless and efficient software rollout tailored to your unique needs. Our implementation team brings to the table an extensive toolkit of Project Management resources, including state-of-the-art tools like a project management software for streamlined communication and collaboration. We complement these with a suite of meticulously developed documents and templates, such as Statements of Work, Project Charters, Status Reports, Project Plans, and Configuration Testing Workbooks, designed to keep your project on track and transparent at every stage.

The heart of our service lies in the expertise of our Implementation Consultant, who will guide you in adopting best practices, thoughtfully designing your program, and configuring your Benevity software to perfectly match your organization's goals. This hands-on consulting ensures that your implementation is not just about technology, but also about harnessing the full potential of Benevity's platform to amplify your impact.
Implementation Fee Spark Implementation Fee Provides the client with both a dedicated Project Manager and an expert Implementation Consultant, ensuring a seamless and efficient software rollout tailored to your unique needs. Our implementation team brings to the table an extensive toolkit of Project Management resources, including state-of-the-art tools like a project management software for streamlined communication and collaboration. We complement these with a suite of meticulously developed documents and templates, such as Statements of Work, Project Charters, Status Reports, Project Plans, and Configuration Testing Workbooks, designed to keep your project on track and transparent at every stage.

The heart of our service lies in the expertise of our Implementation Consultant, who will guide you in adopting best practices, thoughtfully designing your program, and configuring your Benevity software to perfectly match your organization's goals. This hands-on consulting ensures that your implementation is not just about technology, but also about harnessing the full potential of Benevity's platform to amplify your impact.
Implementation Fee Spark Implementation Fee Provides the client with both a dedicated Project Manager and an expert Implementation Consultant, ensuring a seamless and efficient software rollout tailored to your unique needs. Our implementation team brings to the table an extensive toolkit of Project Management resources, including state-of-the-art tools like a project management software for streamlined communication and collaboration. We complement these with a suite of meticulously developed documents and templates, such as Statements of Work, Project Charters, Status Reports, Project Plans, and Configuration Testing Workbooks, designed to keep your project on track and transparent at every stage.

The heart of our service lies in the expertise of our Implementation Consultant, who will guide you in adopting best practices, thoughtfully designing your program, and configuring your Benevity software to perfectly match your organization's goals. This hands-on consulting ensures that your implementation is not just about technology, but also about harnessing the full potential of Benevity's platform to amplify your impact.
Implementation Fee Spark Implementation Fee Provides the client with both a dedicated Project Manager and an expert Implementation Consultant, ensuring a seamless and efficient software rollout tailored to your unique needs. Our implementation team brings to the table an extensive toolkit of Project Management resources, including state-of-the-art tools like a project management software for streamlined communication and collaboration. We complement these with a suite of meticulously developed documents and templates, such as Statements of Work, Project Charters, Status Reports, Project Plans, and Configuration Testing Workbooks, designed to keep your project on track and transparent at every stage.

The heart of our service lies in the expertise of our Implementation Consultant, who will guide you in adopting best practices, thoughtfully designing your program, and configuring your Benevity software to perfectly match your organization's goals. This hands-on consulting ensures that your implementation is not just about technology, but also about harnessing the full potential of Benevity's platform to amplify your impact.
Implementation Fee SSO Initial Setup Implementation Fee Setup and implementation fee for SSO portal integration
Implementation Service Client Onsite An on-site visit during the implementation process allows for direct, face-to-face collaboration between your team and Benevity's implementation experts, ensuring a thorough understanding of your specific needs and operational goals. It can not only enhance the initial setup and integration phase, but also set a strong foundation for long-term success.
Implementation Service Historical Data Import Our standard implementation process includes historical data migration of grants requests and associated payments, at an additional cost. We provide a standard template to your team for importing historical data so they can extract it from your existing system in an Excel format. The data import file is accompanied by reference guides to assist your technical team with the extraction in a format that's compatible with Benevity’s system.

The historical data import process includes formatting and data validation rules which will be applied to the historical data provided by your team, where applicable, error files are generated and delivered to your team for data clean up. This import process goes through several iterations until all validation rules are met and the data is clean.
Implementation Service Implementation Consultation Enhance your organization's adoption of Benevity's software with our Implementation Consultant service. The implementation fee includes access to implementation consultants who offer a streamlined and effective integration process.

From advising on best practices and program design to configuring your program, we offer a wide range of consulting services that are designed to optimize your journey and ensure your implementation is expertly managed from beginning to end. Our implementation consultants are your partners on a journey towards impactful, sustainable change.
Implementation Service MFT Connection Benevity uses a Managed File Transfer (MFT) server to secure flat files transfer. The MFT server supports PGP encryption and the following protocols: HTTPS, SFTP (TCP/22; password and/or key-based).

For any administrative data transfers such as reports Benevity's MFT server is used. This service supports multiple connection methods (manual/HTTPS or automatic/SFTP) as well as additional encryption options like PGP. All data transfers are secure and encrypted and the connections will be restricted by firewalls and authenticated users.
Implementation Service Project Management For a fee, our Project Manager service combines the expertise of dedicated project managers with state-of-the-art project management tools to ensure a smooth and efficient implementation of Benevity's platform.

The service includes comprehensive project management resources to streamline your transition, from statements of work and project charters to status reports and configuration testing workbooks.

Our project managers leverage best practices, strategic insights and technology to ensure your project is sucessfully executed from start to finish. With Benevity you're not just implementing software, you're setting the stage for lasting change that will elevate your CSR efforts.
Language Support Languages The Spark user experience is available in 22 culturally relevant languages: Chinese (Simplified and Traditional), Dutch, English (American, British & Canadian), French (Canada and France), German, Italian, Japanese, Korean, Malay, Polish, Portuguese (Brazilian), Spanish (Latin America and Spain), Swedish, Taiwanese, Thai, Turkish and Vietnamese.

For a better, more localized, experience for users, Spark’s default language and default search country can be set according to information provided in your HR demographic file, and can be further edited to suit your specific needs. Your users can also change their language at any time from a simple dropdown menu at the top of any page in Spark.
Managed Service External Match Request Reviews Say goodbye to the time-consuming task of manually approving or declining each external match request with this service. Our expert team will take the reins, applying your specific rules and guidelines with precision to each submission, so you can focus on the strategic aspects of your program.
Managed Service Giving Opportunity Reviews Giving opportunities can automatically be published within Spark, or client’s can set up their program to have these opportunities go through administrator review before being published. Our Managed Services team can act on behalf of the client administrator and do the review for them, allowing them to focus on program strategy and impact.
Managed Service Secular Process Review The Secular Nomination process is a paid service for clients who want to exclude religious organizations but include any secular projects that are run by the religious organization. These clients filter out all religious-categorized nonprofits in their exclusion filters, but add relevant Project IDs to their inclusion list to ensure the project is eligible in their program. An example of this would be a food bank run by a church.
Managed Service Volunteer Opportunity Archiving Clients that require support with bulk archiving volunteer opportunties. This is typically requested after a large volunteer campaign. Our team can support this as a managed service.
Managed Service Volunteer Opportunity Reviews Let our Managed Services team handle everything for you. We can directly add volunteer opportunities to Spark or review them first to make sure they fit your program’s needs. By letting us manage the review process, you save time and ensure that only the best, most aligned opportunities are presented to your team. Simplify your process and focus on what matters most, while we take care of the details.
Managed Service Volunteer Time Reviews
Transform the way you manage volunteer time submissions with our Managed Services, offering a seamless blend of automation and personalized oversight within Spark. Whether you prefer the instant gratification of auto-approval or the meticulous approach of manual review, our services are designed to cater to your unique needs.

For those opting for manual approval, let us take the reins. Our Managed Services team will diligently queue, review, and process each volunteer time submission, ensuring every hour contributed meets your program's standards. This not only streamlines the approval process but also alleviates the administrative load on your team, allowing you to focus on amplifying your impact and engaging your community.
Other Contract Redlines Tracking redlines for Spark Scale and Boost packages.
Partnerships and Integrations Impact Genome The Impact Genome Project is a registry that standardizes and verifies the outcomes of social programs. It is built on Impact Standards, which include a taxonomy of over 132 common social outcomes aligned with the UN's Sustainable Development Goals. The project aims to provide a centralized database where nonprofits can report their impact, allowing for standardization and verification of social impact, which can be used by funders to evaluate their grants and make more effective investments in social change.

Outlined below is our vision for our partnership with Impact Genome and how the integration will work with our employee engagement solution, Spark, and grants management solution, Benevity Grants.
– Your employees in Spark will have access to additional nonprofit information such as cost-per-outcome and U.N. Sustainable Development Goal (SDG) alignment, allowing them to better understand the impact of their individual donations.
– Your Spark administrators will have a reporting dashboard that will look beyond metrics such as participation and funds raised, to truly understand the positive effects of your efforts on an individual level (such as attainment of full-time employment or a promotion).
– By using this ever-expanding standardized dataset, grant applications will be streamlined, and you’ll be able to discover new partnership opportunities.
– The validated and verified measurements and reports can be leveraged for tracking SDG alignment or Environmental Social Governance (ESG) requirements, or to publish in your annual reports.
Partnerships and Integrations VolunteerMatch
Benevity’s optional integration with VolunteerMatch's open network provides access to even more volunteering opportunities (in addition to employee, admin, and nonprofit-created opportunities), directly within Spark.
Partnerships and Integrations Workday Integration The Benevity-Workday certified integration enables a seamless experience to securely transfer user data to maintain, provision and de-provision accounts, and provide instruction for payroll deductions. Clients with this integration configured will benefit from automatic data refreshes on a daily basis. There is additional cost to set up and maintain the integrations.
Payroll Advanced Payroll Giving Our advanced payroll giving, which integrates with your company’s payroll system, helps increase accessibility and participation by allowing employees to give any amount they like, as a one-time donation or recurring, in 14 currencies. It supports clients with more than one payroll provider, more than one payroll team, more than three pay groups (groups of employees paid in a specific way), and includes two rounds of payroll testing.
Note: For clients who use Workday for payroll, you can either exchange payroll data via csv files or via API through our Workday Integration.
Payroll Basic Payroll Giving Our basic payroll giving uses Benevity's default deduction and success file formats for clients with one payroll provider and one client payroll team, and includes two rounds of payroll testing. It supports one to three payroll groups (groups of employees paid in a specific way), and one-time donations (no recurring). Note: For clients who use Workday for payroll, you can either exchange payroll data via csv files or via API through our Workday Integration.
Payroll Payroll File MFT Account Benevity uses a Managed File Transfer site (MFT) to exchange sensitive data/information with clients. There are different account types available in the MFT. This SKU is for one MFT account for the client payroll team for secure payroll file exchanges.
Product Package Spark - Boost Package Based on Benevity's Spark employee engagement solution, the Spark-Boost package includes all the features from the Spark-Scale package plus max configuration options, localized experiences in all available regions, access to giving and volunteering APIs and custom reports.
Product Package Spark - Boost Package Based on Benevity's Spark employee engagement solution, the Spark-Boost package includes all the features from the Spark-Scale package plus max configuration options, localized experiences in all available regions, access to giving and volunteering APIs and custom reports.
Product Package Spark - Grow Package Based on Benevity's Spark employee engagement solution, the Spark-Grow package includes giving, volunteering, access to the global nonprofit network, matching, volunteer rewards, advanced reporting and admin tools.
Product Package Spark - Grow Package Based on Benevity's Spark employee engagement solution, the Spark-Grow package includes giving, volunteering, access to the global nonprofit network, matching, volunteer rewards, advanced reporting and admin tools.
Product Package Spark - Legacy Spark, Benevity's employee engagement solution, includes Giving, Volunteering and Missions modules accessible through one client URL that features one set of configurations.
Product Package Spark - Scale Package Based on Benevity's Spark employee engagement solution, the Spark-Scale package includes all of the features from the Spark-Grow package plus payroll, micro-actions, up to three localized experiences, external donations and gift cards.
Product Package Spark - Scale Package Based on Benevity's Spark employee engagement solution, the Spark-Scale package includes all of the features from the Spark-Grow package plus payroll, micro-actions, up to three localized experiences, external donations and gift cards.
Program Design Cause Filters Benevity can filter causes in Spark site in multiple ways. We can start with an approved list; although, during implementation, we will perform a cause discovery to understand your program requirements, as well as provide best practice to come up with a solution on cause filtering. These filters determine what appears in Spark and can be configured for searching and matching. Filters can be configured differently for specific users, the CI portal, and the Track Time form all within the same Spark site.
Clients can refine the list of eligible charities in Spark by applying specific program guidelines to search and match filters. Charities can be excluded/included using their EIN, The National Taxonomy of Exempt Entities (NTEE) classification system, the causes IRS Qualification Status (e.g. 501(c)(3)), keywords, regions, or our Self-Certification Declaration.
Reporting Custom Reports Sometimes companies require customized reports beyond what can be found in the extensive library of reporting templates available in Benevity Reporting. Benevity's ad-hoc reporting tool can help you quickly build your own custom report, but for more complex reporting requests, your Benevity Technical Support Tteam can help gather and articulate the required specifications and Benevity's reporting team then develops a custom report.
Reporting Employee Giving Impact Report This report, in partnership with Impact Genome Registry, provides the data to measure actual impact of donations and cost-per-outcome (such as attainment of full-time employment or a promotion).
Risk and Compliance Services Adverse Media Notifications Clients have the ability to opt in to Benevity’s adverse media scanning. They will receive weekly emails detailing any organizations that have been flagged through the scans of publications covering nearly every country, and in more than 70 languages.
Risk and Compliance Services Adverse Media Notifications Clients have the ability to opt in to Benevity’s adverse media scanning. They will receive weekly emails detailing any organizations that have been flagged through the scans of publications covering nearly every country, and in more than 70 languages.
Risk and Compliance Services Custom Fraud Rules This service allows you to set custom rules to prevent credit card fraud. For example, the credit card used to make a donation must match the donor’s name. In the case of a mismatch, Benevity will manual hold and reverse the donation transaction and provide you with a report.
Risk and Compliance Services Enhance Compliance Support This compliance support includes assistance with architecture reviews, client-requested penetration testing, custom documentation, and in-depth custom assessments on security, privacy or compliance processes. This support level involves multiple meetings per year (two or more), assessments involving more than 100 questions, or over 10 hours of direct support per year by security, risk or compliance personnel.
Risk and Compliance Services Enhanced Cause Screening This compliance support includes assistance with architecture reviews, client-requested penetration testing, custom documentation, and in-depth custom assessments on security, privacy or compliance processes. This support level involves multiple meetings per year (two or more), assessments involving more than 100 questions, or over 10 hours of direct support per year by security, risk or compliance personnel.
Risk and Compliance Services Fraud Investigation In addition to our transaction monitoring, you may require specific monitoring of their program to adhere to internal policies or requirements. You can customize their rules monitoring donation activity.
Risk and Compliance Services Fraud Investigation In addition to our transaction monitoring, you may require specific monitoring of their program to adhere to internal policies or requirements. You can customize their rules monitoring donation activity.
Risk and Compliance Services Vendor Security Questionnaire Benevity completes annual third-party audits and receives certifications qualifying our security practices. Regardless, some clients require the completion of a security questionnaire to align to their internal processes.
Standard Feature Badges Badges, which appear on users’ Spark profiles, help you recognize employees as they reach various milestones. Badges are configured to reflect company brand and program requirements.
Standard Feature In-Platform Reporting The Reports area of Spark contains a series of reports which Spark Admins (with the "reports manager" role) can access for answers to common questions.
Standard Feature Teams Employees can be grouped together based on a user demographic field like location or department through Spark's Teams feature. There’s nothing like working as part of a team (and little a friendly competition!) to stoke interest and engagement in your Goodness program. Creating teams across your organization provides opportunities to engage both employees and the community and is an initial step toward using Spark for gamification. While we have found that individual participants prefer to keep their own giving and volunteering efforts private, our built in Teams functionality allows your employees to join or be assigned to a Team, set up a Team page (complete with team name, pictures and description) and add profiles of all team members. The Teams functionality provides a leaderboard, where your people can see how their team stacks up against the competition.

Depending on how Teams is configured, employees and team leaders can:
– Join any team (or assign an employee to a team based on department, office location, region, etc.)
– Create a team name and add an image and text about the team and their mission/goals
– Add members of the employee base to their team
– Track all volunteer and giving activity by each team (Spark displays this information in a leaderboard)
– Create volunteer and giving opportunities for teams
– Communicate with each other directly via chat
– The administrator's dashboard provides insight into all company giving and volunteering activity, which can be shared broadly, or to specific groups through the Company News section of Spark
Nike uses the Teams functionality available in Spark to encourage friendly competition that in turn leads to greater engagement — with employees’ communities and with the company — while increasing volunteer hours and donations.

While corporate employees can and do participate in Nike’s Teams programs, a key part of the program’s focus is on retail stores, with special emphasis on engaging casual/part-time employees. All the staff of a given store are on the same team and each store/team directs volunteer efforts to a single charity in their neighborhood. This encourages engagement because volunteers can see the fruits of their Goodness first hand. A leaderboard in Spark shows teams how they stack up against other stores across the nation, but perhaps the biggest motivator is that Nike pays their employees for volunteer hours!
Support Service Dedicated Phone Line (End User) You can elevate your team's experience with our bespoke service, where unparalleled support is just a phone call away. With an exclusive phone line reserved for your employees, they get direct access to our dedicated end-user support team who can answer any inquiries related to your program or application processes — all aligned with your program guidelines.
Support Service Dedicated Program Manager When a client elects to pay for dedicated support from a Benevity Client Success Manager.
Support Service Service Level Agreement (Client Admin)
This Service Level Agreement (SLA) elevates your admin's technical support experience by guaranteeing a first meaningful reply to all technical support inquiries directed to our client technical support team. This commitment ensures that every request you submit is met with rapid, insightful responses for timely progress and resolution.
Support Service Service Level Agreement (End User)

This Service Level Agreement (SLA) elevates your employee's support experience by guaranteeing a first meaningful reply to all employee support inquiries directed to our end user care team. This commitment ensures that every request your employees submit is met with rapid, insightful responses for timely progress and resolution — so they can participate in your program with ease.
Technical Service Bulk Import and Item Support Importing historical data from another platform to Benevity is a critical investment for companies looking to seamlessly migrate their corporate purpose programs while maintaining data integrity and continuity of operations.

These services include the transfer of payroll pledges, ensuring that ongoing employee contributions are accurately moved to the new system without disruption. Historical donation and volunteer data are also meticulously imported, preserving valuable records of past activities and engagements. Additionally, the transition encompasses the careful migration of matching budget draw-downs, ensuring that financial allocations for matching employee contributions are accurately reflected in the new system.
Technical Service Client Name Change/Acquisitions/Mergers Occasionally a Benevity client might acquire another company. This fee is related to either merging two client sites into one or adding additional users and rebranding. This complex process involves a multifaceted series of tasks requiring specialized expertise, including the harmonization of data structures, the consolidation of user bases, and the integration of differing functionalities and features into a unified platform. The service fee directly supports the meticulous planning, execution and post-merge support necessary to ensure a seamless transition, minimizing disruption to the ongoing operations of both sites.
Technical Service Client Cause Reporting Benevity's Cause Engagement team offers research and curation services to identify and recommend nonprofit partners based on specific topics, themes, events, awareness dates, or responses to natural disasters. We conduct manual research to find organizations that align with the client's criteria. Clients can then feature these selected causes in their social impact programs.
Technical Service Data Transformations Client data comes in all shapes and sizes, and in some instances needs to be adjusted to be imported into the system in a seamless way. Data transformations may be required to adjust your data to meet our requirements, or it may be needed to align your data internally, based on different data inputs from across your business. For example, country can be logged in a variety of formats (Canada, CAN, CA, 124, etc). We require one consistent format in the user data file to import successfully.
Technical Service Dedicated Client Technical Support A dedicated technical support specialist is a Benevity expert who becomes like an extension of your team. They are assigned specifically to your account to ensure a deep and thorough understanding of your unique needs. This expert, along with an assigned backup, will be your primary contact for all technical guidance related to your program, offering personalized and direct support to both you and your administrative team. As part of this commitment, we guarantee response to all technical support inquiries within 5 business hours, so we can provide quick and effective solutions. And you can enjoy the confidence that comes from having a committed partner by your side, ready to assist you at every stage of your journey.
Technical Service Demographic File Update Post launch, your program may require enhancements, from content filtering adjustments to HRIS updates reflecting demographic field changes in backend systems and Spark. Additionally, as we continuously improve the Spark experience, new updates may introduce changes to the fields and activities your user file manages. To ensure these transitions are smooth and tailored to your specific needs, a preliminary scoping session is essential. This step allows us to evaluate whether a fee is necessary to implement these bespoke modifications.
Technical Service HRIS Update Elevate your user data feed and payroll giving programs with our specialized implementation service, designed to seamlessly migrate your systems between HRIS providers. This service ensurs a smooth and efficient transition without compromising your operations or impact.
Technical Service Payroll Update A payroll giving update allows you to streamline your employee giving. Benevity's platform offers the ability to update your payroll giving setup, meticulously designed to simplify your donation processes and enhance the efficiency of your philanthropic efforts.
Technical Service SSO Update Any required updates to the SSO connection including changing Single Sign On providers. SSO integrations may require changes to reestablish the connection.
User Management Local Login User authentication to Spark using a username and password. Authentication security is managed by the Spark site.
User Management User Demographic File MFT Account Accounts for all eligible users are created in the system from a user “demographic file” supplied by the client at implementation. This process is initiated via the secure transfer of the file to Benevity's Managed File Transfer (MFT) Server. The minimum requirement for the employee data feed is Username, Employee ID and Employee Email Address, although expanded capabilities around content targeting and reporting are made possible by including broader information in the demographic file. Our software exports CSV files for payroll deductions and accepts CSV files for employee demographic file uploads. The frequency of these data refreshes are determined by the client.
User Management Single Sign On (SSO) Single Sign On (SSO) initial setup allows client users to access the solution from a single sign in source, such as OKTA and provides the client with control over system access.
User Management User Demographic Feed Accounts for all eligible users are created in the system from a user “demographic file” supplied by each client at implementation. This process is implemented via the secure transfer of the file to Benevity's Managed File Transfer (MFT) Server. The minimum requirement for the employee data feed is Username, Employee ID and Employee Email Address, although expanded capabilities around content targeting and reporting are made possible by including broader information in the demographic file. Our software exports CSV files for payroll deductions and accepts CSV files for employee demographic file uploads. The frequency of these data refreshes are determined by the client.
User Management User Opt-In Workflow If a client requires that their employees must choose to opt-in to using Spark before accessing it, they can create an internal process where once an employee agrees, the client can send employee information to Benevity, or update a demographic file, and then a user profile will be created in Spark for that employee.
Volunteering Catalog Opportunity Coordination For a fee, Benevity can support clients with planning volunteering events. Benevity will coordinate the time, place and confirm the number of volunteers with the nonprofit.
Volunteering Catalog Opportunity Coordination For a fee, Benevity can support clients with planning volunteering events of 2 to 10 people on a specific date. For locations or specific opportunities where they need more support with coordination, Benevity will coordinate the time, place and confirm the number of volunteers with the nonprofit and then connect them with the client.
Volunteering Catalog Opportunity Sourcing Service Benevity’s Volunteering Sourcing provides users access to a selection of curated volunteering opportunities with vetted nonprofits from around the world, allowing users to find in person or virtual opportunities.
Volunteering Catalog Opportunity Sourcing Service Benevity’s Volunteering Sourcing provides users access to a selection of volunteering opportunities with vetted nonprofits from around the world, allowing users to find in person or virtual volunteer opportunities. Clients purchase bundles of opportunities based on available locations or virtual options based on language. The minimum threshold to purchase is five. Benevity’s team sources and makes the opportunities available on Spark. Opportunities generally represent ongoing engagement with a particular nonprofit, e.g., every week Helping Hands needs 5-10 people to sort donations.
Volunteering Catalog Opportunity Sourcing Service Benevity’s Volunteering Sourcing provides users access to a selection of curated volunteering opportunities with vetted nonprofits from around the world, allowing users to find in person or virtual opportunities.
Volunteering Catalog Volunteering Catalog With Volunteering Catalog, you will have access to a wide selection of curated and compelling volunteering opportunities with vetted nonprofits from around the world. Depending on the location of your employees, Benevity will find and offer local opportunities that can be converted to a 'Social Day' for your employees. The location and number of employees in the region will have an impact on the numbers of events and activities that Benevity will be able to deliver. To be able to provide a detailed answer, we will need to get a list of cities where your company is present and the number of participants to engage.
Volunteering Automated Volunteer Time Tracking In Spark, clients can enable automated time tracking and it will be available to anyone who can create volunteering opportunities. After the event, volunteers have a predetermined amount of time to cancel or opt out of the shift via email if they did not attend. If they do not cancel their shift or opt out, their time will be tracked automatically as scheduled.
Volunteering Private Cause Created Volunteer Opportunities You can allow your nonprofit partners to publish volunteering opportunities they create in their Causes Portal profile into your Spark program. These volunteer opportunities can automatically be published within Spark, or you can have them go through administrator review before being published.

The nonprofits creating these opportunities can customize the text and imagery, but program administrators will decide if Dollars for Doers rewards will be applied.
Volunteering Public Cause Created Volunteer Opportunities You can allow your nonprofit partners to publish volunteering opportunities they create in their Causes Portal profile into your Spark program. These volunteer opportunities can automatically be published within Spark, or you can have them go through administrator review before being published.

The nonprofits creating these opportunities can customize the text and imagery, but program administrators will decide if Dollars for Doers rewards will be applied.
Volunteering User Created Volunteer Opportunities Any authorized user in Spark can create volunteer opportunities. As a program administrator you can allow all employees to create events, or limit this functionality to champions, or administrators. You can also have volunteer opportunities queued for approval by an authorized individual to qualify the content meets your programmatic requirements.
Volunteering Volunteer Rewards Volunteer Rewards incentivize employees to spend their time giving back and this is a staple in many sucessful volunteer programs. Within Spark, multiple rewards budgets can be supported, including hourly Dollars for Doers (D4D), threshold-based systems, and point accruals. This gives a client flexibility when designing their volunteer program. Rewards can be seeded to an employee's account, or sent right to the cause volunteered with. These rewards can fall into a budget separate from matching funds, or can be a blended budget.
Volunteering Volunteering Benevity provides a modern platform covering all aspects of corporate volunteering, from rewards to reporting, ensuring a seamless user experience. We are pioneering a two-sided marketplace connecting companies, employees, nonprofits, and partners globally, offering the largest inventory of volunteer opportunities, both virtual and in-person. Plus, through Benevity, you can access skills-based volunteer opportunities and integrations that help streamline volunteering time off management and communications.
  Financial Operations and Risk Services Package Benevity’s financial and risk management packages help you manage your global program with global processes, so you can focus on what matters most. From simplifying your reconciliation process by splitting your invoices to fit your company's internal and approval processes, to enhanced vetting for nonprofits you select and using AI-powered, third-party fraud detection so you can see all flagged fraudulent transactions in real-time — our packages can be customized to your unique program and risk needs.
  Spark Spark, Benevity's employee engagement solution, includes Giving, Volunteering and Missions modules accessible through one client URL that features one set of configurations.

Missions

Category Name Definition
Add-On Missions Missions is a feature in Spark that offers the ability for clients to empower and support their employees to take positive actions in their daily lives that deepen their connection to each other, the company and the critical needs of communities.

With Missions, clients can create fun, gamified campaigns to drive employee engagement in their sustainability programs, diversity and inclusion initiatives or any other specific campaign that is important to the company and your people. Clients can set up activities for employees to take small actions that can add up to big impact toward important social issues and causes.
Implementation Fee Missions Implementation Fee This fee covers the launch of a tailored Missions program that’s aligned with your company’s unique goals and objectives. It’s a strategic investment that ensures that each mission you choose is a perfect fit for fostering a culture of purpose, connection and impact among your team.
Implementation Service Client Onsite An on-site visit during the implementation process allows for direct, face-to-face collaboration between your team and Benevity's implementation experts, ensuring a thorough understanding of your specific needs and operational goals. It can not only enhance the initial setup and integration phase, but also set a strong foundation for long-term success.
Product Package Missions Missions is a feature in Spark that offers the ability for clients to empower and support their employees to take positive actions in their daily lives that deepen their connection to each other, the company and the critical needs of communities.

With Missions, clients can create fun, gamified campaigns to drive employee engagement in their sustainability programs, diversity and inclusion initiatives or any other specific campaign that is important to the company and your people. Clients can set up activities for employees to take small actions that can add up to big impact toward important social issues and causes.

CI Portal

Implementation Fee CI Portal Implementation Fee This fee allows for a customized platform experience that aligns with your company’s specific goals and needs.
Implementation Service Client Onsite An on-site visit during the implementation process allows for direct, face-to-face collaboration between your team and Benevity's implementation experts, ensuring a thorough understanding of your specific needs and operational goals. It can not only enhance the initial setup and integration phase, but also set a strong foundation for long-term success.
Product Package CI Portal The Community Impact (CI) Portal is the public-facing side of a client's Spark site, allowing external audiences to view and donate to client opportunities, make a donation using a charitable gift card or donate with matching available if clients enable it. Clients can enable CI portal functionality in tandem with their Spark site to promote opportunities and giving outside of their employees, or have a CI Portal-only experience to engage external stakeholders. This has been used in the past to respond to disaster relief.
  CI Portal The Community Impact (CI) Portal is the public-facing side of a client's Spark site, allowing external audiences to view and donate to client opportunities, make a donation using a charitable gift card or donate with matching available if clients enable it. Clients can enable CI portal functionality in tandem with their Spark site to promote opportunities and giving outside of their employees, or have a CI Portal-only experience to engage external stakeholders. This has been used in the past to respond to disaster relief.

Affinity Groups

Category Name Definition
Implementation Fee Affinity Groups Implementation Fee This implementation fee is essential for setting up a successful employee resource group program through Benevity Affinity Groups, ensuring that the platform is tailored to meet the unique needs and goals of your company’s community-building efforts.
Implementation Service Client Onsite An on-site visit during the implementation process allows for direct, face-to-face collaboration between your team and Benevity's implementation experts, ensuring a thorough understanding of your specific needs and operational goals. It can not only enhance the initial setup and integration phase but also set a strong foundation for long-term success.
Product Package Affinity Groups Benevity Affinity Groups is built exclusively for employee resource groups. It acts as an internal, private-label social network where employees can discover, join, create, manage and participate in employee-led groups, with less need to use multiple channels like chat tools, email, intranets, spreadsheets, etc.
  Affinity Groups Benevity Affinity Groups is built exclusively for employee resource groups. It acts as an internal, private-label social network where employees can discover, join, create, manage and participate in employee-led groups, with less need to use multiple channels like chat tools, email, intranets, spreadsheets, etc.

Alaya

Category Name Definition
Add-on Stepcount Dashboard Elevate Your Wellness Journey: Launch into a new era of health and engagement with our customized StepCount Dashboard, meticulously crafted to bring your unique wellness goals to life. This implementation fee is your gateway to a personalized platform experience, ensuring the dashboard is precisely tailored to meet the specific objectives and needs of your organization's wellness initiatives. By investing in this bespoke solution, you're not just creating a tool; you're fostering a culture of health and activity. Seize this opportunity to motivate, engage, and track progress across your community like never before, with a StepCount Dashboard that truly embodies your commitment to wellness and vitality.
Giving Charitable Gifting Charitable gifting refers to the donation functionality in Alaya.
Giving Donation Matching Employees can receive a match for donations based on pre-set criteria.
Giving New Foundations Giving 2.0 Transform your charitable vision with our custom New Foundations Giving platform, designed to support and enhance your unique giving goals.
Implementation Fee Holding Structure/Network Implementation Fee This implementation fee is the gateway to a tailored system architecture, ensuring that your holding structure or network is precisely aligned with your organization's unique operational needs and growth ambitions. By investing in this configuration, you are not just streamlining processes; you're laying the groundwork for a robust, interconnected network that amplifies efficiency, collaboration, and scalability. Seize this opportunity to fortify your foundation and propel your organization towards new horizons of success with a "Holding Structure/Network" designed to reflect your vision of excellence and unity.
Implementation Fee Stepcount Dashboard Implementation Fee Elevate Your Wellness Journey: Launch into a new era of health and engagement with our customized StepCount Dashboard, meticulously crafted to bring your unique wellness goals to life. This implementation fee is your gateway to a personalized platform experience, ensuring the dashboard is precisely tailored to meet the specific objectives and needs of your organization's wellness initiatives. By investing in this bespoke solution, you're not just creating a tool; you're fostering a culture of health and activity. Seize this opportunity to motivate, engage, and track progress across your community like never before, with a StepCount Dashboard that truly embodies your commitment to wellness and vitality.
Implementation Fee Alaya Build Implementation Fee Alaya - Build is the packaged employee engagement solution that includes micro-actions with pre-built content and everything from the Alaya-Start package (volunteering, donations, global nonprofit network, basic reporting). This package also allows for other add-ons like Volunteering Catalog and integrations to build a platform that meets the client's needs.
Implementation Fee Alaya Implementation Fee for implementing for Alaya clients.
Implementation Fee Alaya Implementation Fee for implementing additional scope for clients.
Implementation Service Client Onsite An on-site visit during the implementation process allows for direct, face-to-face collaboration between your team and Benevity's implementation experts, ensuring a thorough understanding of your specific needs and operational goals. It can not only enhance the initial setup and integration phase, but also set a strong foundation for long-term success.
Partnerships and Integrations Workday Integration The Benevity-Workday certified integration enables a seamless experience to securely transfer user data to maintain, provision and de-provision accounts, and provide instruction for payroll deductions. Clients with this integration configured will benefit from automatic data refreshes on a daily basis. There is additional cost to set up and maintain the integrations.
Product Package Alaya Start Package Alaya - Start is the packaged employee engagement solution that includes volunteering, donations, access to our global nonprofit network and basic reporting.
Product Package Alaya Build Package Alaya - Build is the packaged employee engagement solution that includes micro-actions with pre-built content and everything from the Alaya-Start package (volunteering, donations, global nonprofit network, basic reporting). This package also allows for other add-ons like Volunteering Catalog and integrations to build a platform that meets the client's needs.
Program Design Holding Structure/Network Strengthen your organizational framework with our custom "Holding Structure/Network" setup, designed to ensure that your holding structure or network is precisely aligned with your organization's operational needs and growth ambition. This implementation fee provides a tailored system architecture that streamlines processes for a robust, interconnected network that amplifies efficiency, collaboration and scalability.
User Management Single Sign On (SSO) Single Sign On (SSO) initial setup allows client users to access the solution from a single sign in source, such as OKTA and provides the client with control over system access.
Volunteering Catalog Opportunity Coordination For a fee, Benevity can support clients with planning volunteering events. Benevity will coordinate the time, place and confirm the number of volunteers with the nonprofit.
Volunteering Catalog Opportunity Sourcing Service Benevity’s Volunteering Sourcing provides users access to a selection of curated volunteering opportunities with vetted nonprofits from around the world, allowing users to find in person or virtual opportunities.
Volunteering Catalog Volunteering Catalog With Volunteering Catalog, you will have access to a wide selection of curated and compelling volunteering opportunities with vetted nonprofits from around the world. Depending on the location of your employees, Benevity will find and offer local opportunities that can be converted to a 'Social Day' for your employees. The location and number of employees in the region will have an impact on the numbers of events and activities that Benevity will be able to deliver. To be able to provide a detailed answer, we will need to get a list of cities where your company is present and the number of participants to engage.
  Alaya Start Package Alaya - Start is the packaged employee engagement solution that includes volunteering, donations, access to our global nonprofit network and basic reporting.
  Alaya Build Package Alaya - Build is the packaged employee engagement solution that includes micro-actions with pre-built content and everything from the Alaya-Start package (volunteering, donations, global nonprofit network, basic reporting). This package also allows for other add-ons like Volunteering Catalog and integrations to build a platform that meets the client's needs.

Grants

Category Name Definition
Cause Support Fees Cause Support Fee Some clients choose to pay the cause support fee for their grants disbursements.
Cause Support Fees Cause Support Fee Large enterprise clients may propose and negotiate a cause support fee structure. It will be assessed and requires Benevity executive approval.
Cause Support Fees Cause Support Fee For clients with sizable donation volumes, their scale and partnership may result in a negotiation of our standard cause support fee. In these cases, an agreed flat rate is defined based on donation volume.
Cause Support Fees Cause Support Fee Causes pay a standard fee for all funds sent to them through our platform, deducted by our partner foundations when funds are disbursed. There is a fee cap on individual transactions, please refer to the Foundation Fees Schedule for more information.
Disbursements Disbursements by Benevity Clients can elect to pay out their grants directly through Benevity’s disbursement engine and our donor advised funds.
Disbursements International Disbursements by Benevity Benevity is the only supplier in the employee giving and volunteering space that has a global exclusive disbursement network, which provides for a seamless user experience and coherent, single source reporting. Benevity is able to offer a consistent Goodness experience for all your employees, no matter where they're located. Clients get access to vetted nonprofits in nearly every country, with the ability to donate in virtually any currency.

The country an employee’s profile is based in will dictate the currency they transact in, but will not limit their ability to make international donations. An employee accessing the system will have access to global nonprofits, in a localized experience. This means that an employee with a UK account, for example, will have an experience that is specific to the UK context with regards to currency, language, content and search, but is still able to make a donation to a charity in Australia or Brazil (albeit not necessarily tax effectively). All payments are made to the nonprofit organization in their local currency.

We do not disburse donations to embargoed countries, and we're currently unable to disburse funds to organizations in Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and United Arab Emirates (except Dubai). In Azerbaijan, China, India, and Pakistan, users can participate, but our offering is nuanced. We would be happy to provide details upon request.
Finance Service Corporate Donation Invoices Any funds processed through the Benevity platform that require payment are sent to you in an invoice called a donation report (DR) within the first few days of each month. The DR will include payroll deductions, matching funds, volunteer rewards, other "donation currency" incentives (such as charitable gift cards) and corporate donations. This report outlines all donation funds that require payment to the associated Donor Advised Fund (DAF) and payment is due by the 15th of that month. Corporate donation receipts for all corporate donations/matching within a calendar year can be provided upon request.
Finance Service Curated Cause Service Benevity's Cause Engagement team offers research and curation services to identify and recommend nonprofit partners based on specific topics, themes, events, awareness dates, or responses to natural disasters. We conduct manual research to find organizations that align with the client's criteria. Clients can then feature these selected causes in their granting programs.
Finance Service Financial Service Package - Advanced This package is built to work with a client’s unique accounts payable process and they can ensure their team gets invoices split and formatted according to budgets or transaction types so causes/nonprofits always get their funds on time.
Finance Service Financial Service Package - Essential This package is included with Benevity solutions, and is great for simple programs with limited currency experiences or geographical reach, simple invoicing procedures, non-stringent risk guidelines; as well as Grants-only clients. Clients get access to the Benevity global disbursement engine, ensuring your funds get to nonprofits 99.9% of the time.
Finance Service Financial Service Package - Premium This package is built to help clients manage their global programs, save time and reduce redundant donation report payment flows, with the utmost priority on minimizing the impact of the changing socio-political landscape. This includes white-glove service directly from the Benevity Risk & Compliance team to ensure their social giving program is always compliant.
Finance Service Float Fund Management A float fund is a donation, without advice, to our foundation partners (e.g. the American Online Giving Foundation) with the intent to provide a sufficient balance of funds from which our foundation partner will use to fund future advice being made through your program (by way of the monthly donation report invoices).The amount of the initial contribution will depend on your desired payment terms and anticipated donation volume. You will receive a monthly account statement with the amounts being drawn down from your float fund.
Finance Service Global DAF Our Global Donor Advised Fund (Global DAF) is designed for clients with a global presence who prefer a unified approach to donation reports (DRs). Rather than handling individual DRs in various currencies, we step in. The Global DAF offering is a consolidated payment workflow for corporate funds, where the client deposits a large pre-payment in USD explicitly used to cover corporate funds with the American Online Giving Foundation (AOGF). Then, utilizing equivalency determinations, AOGF transfers funds every month to the respective foundations (in the correct currencies) to cover the corporate portions of the client’s DR, with the exception of OGF India.
Finance Service Vendor Portal Management Clients with accounts payable vendor portals like Coupa, SAP and Ariba (and others) can ensure vendor payment information (i.e. foundation partner payment details) that require Benevity to maintain the portals on behalf of the client. Clients may use vendor portals for security, privacy and compliance questionnaires, to manage there third party risk programs.
Forms Grants Supplementary Form (Score Card) Elevate your grant evaluation process with our scorecard form feature. Configured through the management interface, this feature provides a structured and fair assessment framework, ensuring that grant allocations are based on merit and potential impact. By enabling a standardized review process, you're not just ensuring fairness, you're enhancing the credibility and effectiveness of your grantmaking activities.
Forms Grants Program Application Forms Clients can send invitations to specific nonprofits with a private link leading to an online grant application. This application form may be different from the form used for unsolicited applications, and is often used to support invite-only processes that require customized questions.
Forms Application Form (Open) An open application form is generally posted on a public or private website to allow multiple applicants to apply via the same form link. These forms can be configured with "open” and “close" periods to align with client programs, and allow for customized questions related to program requirements.
Forms Supplementary Form (Follow Up Survey) The follow-up survey tool gathers comprehensive feedback after your grant cycle concludes, enabling you to measure the true success and impact of your donations. By inviting feedback from nonprofits or any insightful participant, you're engaging with your community on a deeper level. This feature empowers you to refine your programs based on real-world insights, ensuring your contributions make a meaningful difference.
Forms Supplementary Form (Nomination) The nomination form feature facilitates a seamless journey from nomination to review. This tool allows your employees to nominate the nonprofits they care about with ease, fostering a culture of inclusion and advocacy, and invites those nonprofits to share their stories. A simplified and streamlined nomination process saves time and amplifies the impact of your grantmaking, making this feature an essential upgrade for organizations looking to deepen their community connections and support the nonprofits their employees care about more efficiently.
Implementation Fee Additional Languages (Form/Application) Implementation Fee This is the implementation fee to include additional languages in your program, helping create a truly inclusive platform, thoughtfully tailored to meet the diverse needs and ambitions of your company’s global community-building endeavors.
Implementation Fee Additional Languages (Management Interface) Implementation Fee This is the implementation fee to include additional languages in your program, helping create a truly inclusive platform, thoughtfully tailored to meet the diverse needs and ambitions of your company’s global community-building endeavors.
Implementation Fee Additional Languages (Supplementary Form) Implementation Fee This is the implementation fee to include additional languages in your program, helping create a truly inclusive platform, thoughtfully tailored to meet the diverse needs and ambitions of your company’s global community-building endeavors.
Implementation Fee Grants Additional Implementation Fee Customized by sales as needed if an out-of-scope or unique service needs to be provided.
Implementation Fee Benevity Grants Implementation Fee This service, offered for an implementation fee, provides you with both a dedicated Project Manager and an expert Implementation Consultant who will guide you in adopting best practices, thoughtfully designing your program, and configuring your Benevity software to perfectly match your goals.

We complement these with a suite of meticulously developed documents and templates, such as statements of work, project charters, status reports, project plans, and configuration testing workbooks, ensuring your project stays on track and transparent at every stage.
Implementation Fee Application Form (Invitation) Implementation Fee This implementation fee allows Benevity to customize your granting program, ensuring your community-building initiatives are as impactful as intended.
Implementation Fee Application Form (Open) Implementation Fee This implementation fee allows Benevity to customize your granting program, ensuring your community-building initiatives are as impactful as intended.
Implementation Fee Supplementary Form (FollowUpSurvey) Implementation Fee Engage Benevity to create a custom follow-up survey for your granting program. This investment allows you to take a more impactful, strategic approach to your granting program, ensuring every aspect is aligned with your company’s specific needs and vision.
Implementation Fee Supplementary Form (Nomination) Implementation Fee Engage Benevity to create a custom nomination form for your granting program. This investment allows you to take a more impactful, strategic approach to your granting program, ensuring every aspect is aligned with your company’s specific needs and vision.
Implementation Fee Supplementary Form (Scorecard) Implementation Fee Engage Benevity to create a custom scorecard for your granting program. This investment allows you to take a more impactful, strategic approach to your granting program, ensuring every aspect is aligned with your company’s specific needs and vision.
Implementation Fee SSO Implementation Fee Advanced Single Sign-On (SSO) capabilities allow users within your organization to access the Benevity platform in one click, on mobile or desktop. This not only streamlines the login process, but also boosts security and improves the user experience. Implementing this advanced access level (through SAML 2.0, powered by Ping Identity’s Ping One service) requires an initial setup fee, which covers the full integration.

Upon accessing the system, users receive a standard set of permissions for security. Additional access levels can be configured by a program administrator for those needing higher permissions, ensuring a customized experience where team members have the necessary tools and permissions to be effective.

Choosing this service streamlines the login process, boosts security, and improves the user experience.
Implementation Service Client Onsite An on-site visit during the implementation process allows for direct, face-to-face collaboration between your team and Benevity's implementation experts, ensuring a thorough understanding of your specific needs and operational goals. It can not only enhance the initial setup and integration phase, but also set a strong foundation for long-term success.
Implementation Service Historical Data Import Our standard implementation process includes historical data migration of grants requests and associated payments, at an additional cost. We provide a standard template to your team for importing historical data so they can extract it from your existing system in an Excel format. The data import file is accompanied by reference guides to assist your technical team with the extraction in a format that's compatible with Benevity’s system.

The historical data import process includes formatting and data validation rules which will be applied to the historical data provided by your team, where applicable, error files are generated and delivered to your team for data clean up. This import process goes through several iterations until all validation rules are met and the data is clean.
Language Support Additional Languages (Form/Application) Implementation Fee Benevity Grants can support application forms in a variety of Latin-based languages. Translated text is to be provided from the client to the implementation team in the Benevity-specified export. These translations are layered onto an already existing English application form, and will allow the applicant to toggle to their desired language. This is also inclusive of applicant-facing email notifications.
Language Support Grants Language Features Benevity Grants can support supplementary forms in a variety of Latin-based languages. Translated text is to be provided from the client to the implementation team in the Benevity-specified export.These translations are layered onto an already existing English supplementary form, and will allow the applicant to toggle to their desired language. This is also inclusive of applicant-facing email notifications.
Language Support Grants Language Features Benevity Grants can support supplementary forms in a variety of Latin-based languages. Translated text is to be provided from the client to the implementation team in the Benevity-specified export.These translations are layered onto an already existing English supplementary form, and will allow the applicant to toggle to their desired language. This is also inclusive of applicant-facing email notifications.
Managed Service Application Review Service Tailored to your unique criteria for evaluating applications, our Managed Services Team acts as an extension of your company, meticulously approving or declining applications on your behalf. Plus, we will engage directly with nonprofits to gather any missing information to keep the process moving.
Product Package Benevity Grants Benevity’s grants management software that helps streamline and scale your granting program, so everything becomes easier — reviewing applications, managing budgets, collecting data and measuring how your funding programs are changing lives.
Reporting Custom Reports Beyond our growing library of reporting templates, additional custom reports can be created in partnership with Benevity’s Technical Support Team, using Crystal Reports.
Reporting Custom Reports Sometimes companies require customized reports beyond what can be found in the extensive library of reporting templates available in Benevity Reporting. We recognize that this can be critical to your program success, so for more complex reporting, our Technical Support Team works with you to gather and articulate the required specifications and then Benevity’s reporting team develops a custom report via Crystal Reports.
Reporting Standard Reports Set of 9 reports that are available by default.
Risk and Compliance Services Adverse Media Notifications Clients have the ability to opt in to Benevity’s adverse media scanning. They will receive weekly emails detailing any organizations that have been flagged through the scans of publications covering nearly every country, and in more than 70 languages.
Risk and Compliance Services Custom Fraud Rules Benevity’s Risk & Compliance team, which includes a Certified Anti-Money Laundering Specialist, oversees Benevity's fraud management program. This effort involves collaboration across various teams, including Cause Operations (for vetting and validation), Finance, Analytics and Insights, Client Success, and Accounting. Our strategy includes stringent onboarding and vetting of charities, along with regular monitoring of transactions to identify potential fraud based on known patterns. We continually update our fraud detection processes to adapt to new fraud indicators and changes in the charitable sector. All Benevity employees undergo annual fraud awareness training to help identify and report suspicious activities.

If fraud, non-compliance, or improper use of matching gifts programs is reported by an employee or client, the Risk & Compliance team initiates a fraud investigation process. During the investigation, we ensure the protection of any pending donations or matching funds. Upon conclusion, we provide impacted clients with detailed reports of the investigation's findings, evidence, and conclusions. Based on the outcomes, we may take various actions, such as reversing donations or removing a nonprofit from the Benevity Causes Portal.
Risk and Compliance Services Enhance Compliance Support This compliance support includes assistance with architecture reviews, client-requested penetration testing, custom documentation, and in-depth custom assessments on security, privacy or compliance processes. This support level involves multiple meetings per year (two or more), assessments involving more than 100 questions, or over 10 hours of direct support per year by security, risk or compliance personnel.
Technical Service Dedicated Client Technical Support A dedicated technical support specialist is a Benevity expert who becomes like an extension of your team. They are assigned specifically to your account to ensure a deep and thorough understanding of your unique needs. This expert, along with an assigned backup, will be your primary contact for all technical guidance related to your program, offering personalized and direct support to both you and your administrative team. As part of this commitment, we guarantee response to all technical support inquiries within 5 business hours, so we can provide quick and effective solutions. And you can enjoy the confidence that comes from having a committed partner by your side, ready to assist you at every stage of your journey.
Technical Service Program Changes When a client significantly changes their grants program and adjustments to their current site configuration are required.
Technical Service Technical Program Consultation Many companies that are new to using Benevity want to modernize their programs and could benefit from a technical advice in order to make that process a smooth one. Our technical program consultation service is specifically designed to support you through this transition, ensuring that your implementation decisions are informed, strategic and tailored to your company’s unique needs.
User Management Single Sign On (SSO) Single Sign On (SSO) initial setup allows client users to access the solution from a single sign in source, such as OKTA and provides the client with control over system access.
User Type Grants Administrator These users will be the primary contact with Benevity and have access to a designated Benevity Client Success Manager, who will provide ongoing support, configuration changes and training. Roles and permissions in the management interface are not dependent on this role.
User Type Grants Users Benevity Grants easily allows for multiple levels of user access. Granular view/edit user permissions can be applied. Reviewers can add comments and recommendations, for example, while higher level users can approve grants based on their budget and dollar threshold settings.


User permissions can also be used to restrict actions (e.g. some users may only be able to recommend, while others may be able to approve, etc.). Approval amount thresholds and budget access can also be set on a per user basis. Depending on permissions, users may not be able to exceed budgeted amounts, as required. Additionally, reviewers can add comments which can be saved to the application which can then be viewed by the subsequent reviewer.
  Benevity Grants Benevity’s grants management software that helps streamline and scale your granting program, so everything becomes easier — reviewing applications, managing budgets, collecting data and measuring how your funding programs are changing lives.

Versaic

Category Name Definition
Budgets & Payments Autopayment (Up To 10 Budgets/10 Mailboxes) This feature allows for automatic payments in specific cases (e.g. creating multiple payments for an approved grant and scheduling them for the future), and can automate other various tasks like coding of payments. This feature is limited to 10 budgets and 10 mailboxes.
Budgets & Payments Budget & Financial Management The budget module enables clients to create any number of budgets, organized into budget groups and assigned to specific mailboxes and request types allowing for ultimate configuration. Clients can create corporate and foundation budgets, program specific budgets, grouped budgets by main area but with individual category budgets within. Payments can be created pre-approval with the ability to pull funds from budgets available to that team. During/post approval, scheduled payments can be maintained and additional payment statuses can be used to manage the payment fulfillment process.
Budgets & Payments Payment Integration (Custom/Bidirectional) Custom or bi-directional payment integration requires scoping and is priced based on Level of Effort (LOE) for both setup and annual fees.
Budgets & Payments Payment Integration (Standard) A generic way to accomplish custom flat file payment integrations with clients' Accounts Payable (AP) systems and/or other external payment systems. The integration criteria include specific conditions such as the initiation of payments by updating the status to "Processing," exchange of payment information between Benevity and the client, and the batching of payment requests and responses into flat files for transmission
Disbursements Disbursements by Benevity Clients can elect to pay out their grants directly through Benevity’s disbursement engine and our donor advised funds.
Disbursements International Disbursements by Benevity Benevity is the only supplier in the employee giving and volunteering space that has a global exclusive disbursement network, which provides for a seamless user experience and coherent, single source reporting. Benevity is able to offer a consistent Goodness experience for all your employees, no matter where they're located. Clients get access to vetted nonprofits in nearly every country, with the ability to donate in virtually any currency.

The country an employee’s profile is based in will dictate the currency they transact in, but will not limit their ability to make international donations. An employee accessing the system will have access to global nonprofits, in a localized experience. This means that an employee with a UK account, for example, will have an experience that is specific to the UK context with regards to currency, language, content and search, but is still able to make a donation to a charity in Australia or Brazil (albeit not necessarily tax effectively). All payments are made to the nonprofit organization in their local currency.

We do not disburse donations to embargoed countries, and we're currently unable to disburse funds to organizations in Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and United Arab Emirates (except Dubai). In Azerbaijan, China, India, and Pakistan, users can participate, but our offering is nuanced. We would be happy to provide details upon request.
Forms Versaic Supplementary Form (Score Card) The supplementary form is a form type that is used to create a scorecard for applications submitted through the Benevity Versaic platform. It allows for the configuration of scoring criteria and the allocation of scores to applications based on predefined parameters. This form type is designed to facilitate the evaluation and scoring of grant applications, providing a structured and consistent approach to the review process.
Forms External Supplementary Form (Checklist- Questionnaire) An external portal is for users who do not need access to the entire client site to complete specific tasks (e.g. a client has an approval workflow in place for foundation committee members to review and approve grant proposals). Since these committee members do not require full access to the Versaic account, the client may opt to create the approval workflow as an external task for the committee members. In this scenario, the committee members only need to complete the assigned task (e.g. provide recommendation on the approval or grant amount) via the external portal. Within the external task itself, there could be an additional form or questionnaire that the committee members can fill out.
Implementation Fee Additional Languages (Form/Application) Implementation Fee This is the implementation fee to include additional languages in your program, helping create a truly inclusive platform, thoughtfully tailored to meet the diverse needs and ambitions of your company’s global community-building endeavors.
Implementation Fee Additional Languages (Portal) Implementation Fee This is the implementation fee to include additional languages in your program, helping create a truly inclusive platform, thoughtfully tailored to meet the diverse needs and ambitions of your company’s global community-building endeavors.
Implementation Fee Additional Custom Reports Implementation Fee This implementation fee is for the creation of customized reporting, helping you understand your impact more deeply. For more complex reporting requests, our Technical Support Team will help articulate and gather the specifications required for Benevity’s reporting team to develop your report. In some cases there is upfront work required to build your reports.
Implementation Fee Versaic Additional Implementation Fee Customized by sales as needed if an out-of-scope or unique service needs to be provided.
Implementation Fee Implementation Fees This is the implementation fee to create dedicated programs (specific granting programs with specified parameters and funding criteria that requires dedicated program configurations to facilitate management). Implementations typically range between four and six months, and vary based on the client's requirements. The number of dedicated granting programs required is one of the criteria that will influence the implementation scope and timeline.
Implementation Fee Application Scoring Implementation Fee For a fee, the evaluation module can be enabled which allows for a robust and highly-configurable ranking/scoring system. A custom weighted scoring rubric will be implemented and may be different depending on criteria (e.g. a shorter evaluation for small requests, a longer evaluation for large requests, etc.). Versaic will incorporate your evaluation process within the software, allowing for weighted scoring by committees or individuals as part of the pre-funding and/or post-project evaluation process.
Implementation Fee External Supplementary Form (Checklist - Questionnaire) Implementation Fee The implementation fee for an external supplementary form (e.g. checklist or questionnaire).
Implementation Fee Impact Report Form (Including Emails & Triggers) Implementation Fee The implementation fee for an impact report form, including emails and triggers.
Implementation Fee Supplementary Form (Checklist-Assessment) Implementation Fee This type of supplementary form addition includes setting up a checklist or assessment form. It is a fixed setup with an annual fee. The setup involves a maximum of 15 hours of work.
Implementation Fee Supplementary Form (Scorecard) Implementation Fee Engage Benevity to create a custom scorecard for your granting program. This investment allows you to take a more impactful, strategic approach to your granting program, ensuring every aspect is aligned with your company’s specific needs and vision.
Implementation Fee Budget & Financial Management Implementation Fee This is the implementation fee for the budget and financial management functionality that requires complex workflows that are bi-directional and consist of over five stages. It requires a fixed amount of up to 60 hours for setup and annual support. This will allow clients to do things like create any number of budgets, organized into budget groups and assigned to specific mailboxes, create corporate and foundation budgets, schedule payments and much more.
Implementation Fee Basic Workflow (Up To 5 Stages) Implementation Fee Billed annually, the setup fee for a basic grants workflow includes up to 5 stages and requires 30 hours of implementation time.
Implementation Fee Workflow Implementation Fee Fee for setting up workflows in the Versaic solution.
Implementation Fee Integration (Non Budget/Payment) Implementation Fee Setup and implementation fee for non-budget/payment integrations
Implementation Fee Location Integration (Enables Client API Access) Implementation Fee Setup and implementation fee for location integration, enabling clients to have API access
Implementation Fee Payment Integration (Custom/Bidirectional) Implementation Fee Setup and implementation fee for custom/bidrectional payment integration
Implementation Fee Payment Integration (Standard) Implementation Fee Setup and implementation fee for standard payment integration
Implementation Fee External Portal SSO Setup Implementation Fee Setup and implementation fee for external SSO portal
Implementation Fee SSO Integration Implementation Fee Setup and implementation fee for SSO portal integration
Implementation Fee External Portal (Up To 2 Tasks) Implementation Fee Setup and implementation fee for external portal (up to 2 tasks)
Implementation Fee External Requests Implementation Fee Setup and implementation fee for external requests
Implementation Fee E-Signature Implementation Fee Benevity will configure electronic signature collection through DocuSign. The integration with DocuSign is seamless and users that need to sign documents will receive a client branded email with a link to the document to sign. Document templates are created in Word and can include merged fields (e.g. organization name/address, approved amount, signee name/title, etc.).
Implementation Fee Impact Report (Report Export Template) Implementation Fee Setup and implementation fee for Impact Report (Report Export Template)
Implementation Fee Location Manager Implementation Fee Setup and implementation fee for Location Manager
Implementation Fee LexisNexis Scanning Implementation Fee Clients can also add an optional integration with LexisNexis to perform denied party screening via any LexisNexis watch list against the organization name and other individuals named in the grant application (e.g. Primary Contact, Authorized Signer, Chief Executive, etc.). Any “hits” are displayed to the end user which can be cleared by specific users with permissions - all stored in the grant request record for audit purposes. As part of your implementation, we will configure the lists that are applicable to your program requirements.
Implementation Fee Linked Submission (Dedicated Program) Implementation Fee Setup and implementation fee for Linked Submission (Dedicated Program)
Implementation Fee Multiple Activity/Event Management Implementation Fee Setup and implementation fee for Multiple Activity/Event Management
Implementation Fee Proposal Template (Dedicated Programs) Implementation Fee Setup and implementation fee for Proposal Template (Dedicated Programs)
Implementation Fee Submitter Portal Implementation Fee Setup and implementation fee for Submitter Portal
Implementation Fee SSRS Report Implementation Fee Setup and implementation fee for SSRS Report.
Implementation Fee Task (Each) Implementation Fee Setup and implementation fee for ask (Each) Implementation Fee
Implementation Fee Versaic Implementation Fee Versaic Implementation Fee
Implementation Service Client Onsite An on-site visit during the implementation process allows for direct, face-to-face collaboration between your team and Benevity's implementation experts, ensuring a thorough understanding of your specific needs and operational goals. It can not only enhance the initial setup and integration phase, but also set a strong foundation for long-term success.
Implementation Service Historical Data Import Our standard implementation process includes historical data migration of grants requests and associated payments, at an additional cost. We provide a standard template to your team for importing historical data so they can extract it from your existing system in an Excel format. The data import file is accompanied by reference guides to assist your technical team with the extraction in a format that's compatible with Benevity’s system.

The historical data import process includes formatting and data validation rules which will be applied to the historical data provided by your team, where applicable, error files are generated and delivered to your team for data clean up. This import process goes through several iterations until all validation rules are met and the data is clean.
Language Support Versaic Language Features Benevity Versaic can support application forms, including additional system content displayed to the applicant (welcome page messages, etc.) and email templates, in all Latin-based languages To accommodate your multi-language application form needs, Benevity requires you to provide the translation.
Language Support Versaic Language Features Benevity Versaic can support application forms, including additional system content displayed to the applicant (welcome page messages, etc.) and email templates, in all Latin-based languages To accommodate your multi-language application form needs, Benevity requires you to provide the translation.
Managed Service Grants Applicant Review Service Our Annual Managed Service SKU is designed to bring efficiency and precision to your appllcation management process. Our Managed Services team acts as an extension of your organization, approving or declining applications on your behalf based on your unique criteria for evaluating applications. We engage directly with nonprofits to gather any missing information, ensuring every application progresses smoothly through the approval journey so you can focus on what matters most: — making a difference in your community.
Partnerships and Integrations E-Signature Benevity will configure electronic signature collection through DocuSign. The integration with DocuSign is seamless, and users that need to sign documents will receive a client-branded email with a link to the document to sign. Document templates are created in Word and can include merge fields (e.g. organization name/address, approved amount, signee name/title, etc.).
Partnerships and Integrations Integration (Non Budget/Payment) This type of enhancement involves setting up integrations that are not related to budget or payment, and the pricing is based on the level of effort (LOE).
Partnerships and Integrations LexisNexis Scanning Clients can add an optional integration with LexisNexis to perform denied party screening via any LexisNexis watch list against the organization name and other individuals named in the grant application (e.g. Primary Contact, Authorized Signer, Chief Executive, etc.). Any “hits” displayed can be cleared by specific users with permissions — all stored in the grant request record for audit purposes.
Partnerships and Integrations Location Integration (Enables Client API Access) The ability to incorporate into the system a list of locations with name/address and other fields to incorporate into the application process whereby applicants can enter a Zip/Postal Code and see a list of locations by proximity for selection. Once selected, the system will know which user/team to route the completed application to for regional oversight. The selected location will also be stored with the grant request and thus all data fields associated with the location will be available for reporting (e.g. dollars spent by store, region, etc.) and other actions (e.g. storing the manager's email address to send emails to once requests are approved). Scope varies and thus additional details will be required to finalize pricing (e.g. the number of locations and unique data fields, how the fields will be utilized in the system, if an integration will be incorporated to keep the list of locations updated, etc.).

the process that enables client API access. It automatically integrates to keep the location list up to date. This feature allows the client admin to self-serve the location list.
Product Package Versaic The Versaic by Benevity community investment solution is a highly configurable from top to top and is most often a fit for our clients with robust requirements. Implementations on this product typically take longer as there are more components to configure. For clients with highly specific needs and a desire to have full control over virtually every aspect of the system, the Versaic by Benevity product is typically the solution for them.
Program Design Application Scoring This feature allows clients to evaluate and score applications submitted through the Benevity Versaic platform and is designed to provide a structured and systematic approach to evaluating applications based on predefined criteria. It can be used for various purposes, such as internal reviews, automation of submission approval or decline, and to score any form in the system using tags.
Program Design Dedicated Program A dedicated program refers to a specific granting program with specified parameters and funding criteria that requires dedicated program configurations to facilitate its management. For example, a dedicated program could be a sponsorship program that consists of an application form, internal review forms and a follow-up survey. Many Benevity Clients have more than one dedicated program active in their Versaic platform.
Program Design Linked Submission (Dedicated Program) Linked Submission refers to a feature within the Versaic product that allows for the completion of reports by the grantee multiple times if they're part of a multi-year grant. This feature is specifically designed for dedicated programs and is used to facilitate the completion of reports such as the GRI Report, Partnership Status and Indicator Update Report, and Completion Report. The triggers for these reports are based on reporting due dates, and the feature ensures that the grantee can submit these reports multiple times as required by the terms of the grant. Additionally, the Linked Submission feature is built as a form/submission template on its own, as it only ever needs to be sent once regardless of whether it's a multi-year grant or not.
Program Design Location Manager The ability to incorporate into the system a list of locations with name/address and other fields to incorporate into the application process whereby applicants can enter a Zip/Postal Code and see a list of locations by proximity for selection. Once selected, the system will know which user/team to route the completed application to for regional oversight. The selected location will also be stored with the grant request and thus all data fields associated with the location will be available for reporting (e.g. dollars spent by store, region, etc.) and other actions (e.g. storing the manager's email address to send emails to once requests are approved). Scope varies and thus additional details will be required to finalize pricing (e.g. the number of locations and unique data fields, how the fields will be utilized in the system, if an integration will be incorporated to keep the list of locations updated, etc.).
Program Design Mailboxes Mailboxes play a crucial role in the communication and operational aspects Versaic. Mailboxes can be shared mailboxes, distribution lists and user-specific mailboxes and are used for communication, access to specific information and managing Versaic-related tasks. Users can send and receive emails, manage permissions and ensure that the individuals have access to the information they need. Additionally, they're used for tasks such as updating budget view access and updating default people in workflows.
Program Design Multiple Activity/Event Management The ability to capture multiple activities/events within a single grant request prior to submission (e.g. a single grant/sponsorship application with 5 individual events and 3 volunteer opportunities). Within a submitted proposal users will be able to see the list of individual activities/events via a dedicated tab where they can click to view full details of an activity and generate ad-hoc Excel reports across all/selected activities. The system will be configured to automatically request post activity result reports from submitters, including an email sent at a specified period post end date (for example), a form to be completed for the individual activity (e.g. actual attendance, photos, etc.) and with the ability to send reminder emails until complete.
Program Design Proposal Template (Dedicated Programs) Each program consists of a main questionnaire that is initially submitted by the applicant, routed to the appropriate mailbox for proper review by associated individuals. This includes unique review procedures, internal data tracking tabs, email templates, reports, etc. Each individual program includes the following main elements: 1. Custom application with conditional questions, 2. Recording tabs (for tracking internal review, approval details, kick-off call planning, etc.), 3. Dedicated email templates (approval, decline, other), with configurable mailbox mapping.
Program Design Submitter Portal Benevity provides a branded and customized portal for those who want to engage with Client to submit online applications.
Reporting Custom Reports While Benevity Versaic provides an ever-growing library of reporting templates and solutions, we recognize that customized reporting is critical to the success of your program. For more complex reporting requests, our Technical Support Team will help articulate and gather the specifications required for Benevity’s reporting team to develop your report.

Reporting Custom Reports Custom reports tailored to specific data and other requirements. These are included in your Benevity Versaic subscription.
Reporting Impact Report Form (Including Emails & Triggers) Enable clients to collect impact data from those nonprofits they have given grants to in the form of intermediate impact reports and final impact reports. Intermediate reports may be mid-year or quarterly, and final reports are at year-end (according to the client's program cycle).
Reporting Impact Report (Report Export Template) The Impact Report (Report Export Template) tool allows users to customize and generate insightful reports based on specific requirements. Providing step-by-step instructions for creating customized reports tailored to specific data, the template includes instructions for inserting question IDs or questions in the Question Tag row, inserting column names, and ensuring consistency with question tags. It also provides tips for maintaining formatting guidelines, data validation and reviewing the template for accuracy and completeness.
Reporting SSRS Report a report generated using SQL Server Reporting Services and are published to a report server. These reports can be accessed through a web interface or be embedded in custom applications using the SSRS web service. The reports can include tabular, graphical, and free-form reports.
Technical Service Branding Update A process that involves making changes to the branding and visual identity of Benevity Versaic. This includes altering the product's appearance, such as its logo, color scheme, and other visual elements to reflect a new brand image. Rebranding is priced based on level of effort (LOE) and is considered a setup fee only.
Technical Service Dedicated Client Technical Support A dedicated technical support specialist is a Benevity expert who becomes like an extension of your team. They are assigned specifically to your account to ensure a deep and thorough understanding of your unique needs. This expert, along with an assigned backup, will be your primary contact for all technical guidance related to your program, offering personalized and direct support to both you and your administrative team. As part of this commitment, we guarantee response to all technical support inquiries within 5 business hours, so we can provide quick and effective solutions. And you can enjoy the confidence that comes from having a committed partner by your side, ready to assist you at every stage of your journey.
Technical Service Program / App Form Changes Modifications to existing modules within a program are categorized into three types based on the level of effort (LOE) required: Minor Changes (up to 15 hours), Standard Changes (up to 30 hours), and Major Changes (up to 60 hours).
Technical Service SSO Update Any required updates to the SSO connection including changing Single Sign On providers. SSO integrations may require changes to reestablish the connection.
Technical Service Technical Program Consultation Many companies that are new to using Benevity want to modernize their programs and could benefit from a technical advice in order to make that process a smooth one. Our technical program consultation service is specifically designed to support you through this transition, ensuring that your implementation decisions are informed, strategic and tailored to your company’s unique needs.
User Management SSO (External Portal) Enables Single Sign On (SSO) for users accessing your grants program through the external portal.
User Management Single Sign On (SSO) Single Sign On (SSO) initial setup allows client users to access the solution from a single sign in source, such as OKTA and provides the client with control over system access.
User Type Administrator Administrative users have general read and write permissions in the system (e.g. approving/declining grants, interacting with applicants, initiating workflows, etc.). They may have full rights across the system, or just within their own region/category.
User Type Power User This user will be a primary contact with Benevity and will have access to their designated Benevity Client Success Manager who will provide ongoing support, configuration changes and training. All other users will reach out to the Program Manager(s) for change requests and client-specific business process support. All technical support will be provided to all users by Benevity.
Workflow/Task Management Task the individual tasks that need to be completed as part of the workflow. These tasks are specific actions or activities that are assigned to users and need to be executed within the Versaic platform. Each task has a specific set of instructions and requirements that need to be fulfilled. The Task (Each) feature allows for the detailed management and tracking of individual tasks within the workflow, ensuring that each step is completed accurately and efficiently
Workflow/Task Management Workflows - Basic and Complex This refers to the setup of a customized, basic workflow with up to five stages. Benevity’s workflow options automate any internal processes, enabling clients to bring the optimal amount of structure to each program by ensuring every required action is taken by the right person or group at the right time. It is an annual feature that requires a fixed amount of up to 30 hours for implementation.
Workflow/Task Management Workflows - Basic and Complex This refers to the setup of a customized, basic workflow with up to five stages. Benevity’s workflow options automate any internal processes, enabling clients to bring the optimal amount of structure to each program by ensuring every required action is taken by the right person or group at the right time. It is an annual feature that requires a fixed amount of up to 30 hours for implementation.
Workflow/Task Management Workflows - Basic and Complex This refers to the setup of a customized, basic workflow with up to five stages. Benevity’s workflow options automate any internal processes, enabling clients to bring the optimal amount of structure to each program by ensuring every required action is taken by the right person or group at the right time. It is an annual feature that requires a fixed amount of up to 30 hours for implementation.
  Versaic The Versaic by Benevity community investment solution is a highly configurable from top to top and is most often a fit for our clients with robust requirements. Implementations on this product typically take longer as there are more components to configure. For clients with highly specific needs and a desire to have full control over virtually every aspect of the system, the Versaic by Benevity product is typically the solution for them.

Services

Category Name Definition
Finance Service Corporate Donation Invoices Any funds processed through the Benevity platform that require payment are sent to you in an invoice called a donation report (DR) within the first few days of each month. The DR will include payroll deductions, matching funds, volunteer rewards, other "donation currency" incentives (such as charitable gift cards) and corporate donations. This report outlines all donation funds that require payment to the associated Donor Advised Fund (DAF) and payment is due by the 15th of that month. Corporate donation receipts for all corporate donations/matching within a calendar year can be provided upon request.
Finance Service Curated Cause Service Benevity's Cause Engagement team offers research and curation services to identify and recommend nonprofit partners based on specific topics, themes, events, awareness dates, or responses to natural disasters. We conduct manual research to find organizations that align with the client's criteria. Clients can then feature these selected causes in their giving program.
Finance Service Financial Service Package - Advanced This package is built to work with a client’s unique accounts payable process and they can ensure their team gets invoices split and formatted according to budgets or transaction types so causes/nonprofits always get their funds on time.
Finance Service Financial Service Package - Essential This package is included with Benevity solutions, and is great for simple programs with limited currency experiences or geographical reach, simple invoicing procedures, non-stringent risk guidelines; as well as Grants-only clients. Clients get access to the Benevity global disbursement engine, ensuring your funds get to nonprofits 99.9% of the time.
Finance Service Financial Service Package - Premium This package is built to help clients manage their global programs, save time and reduce redundant donation report payment flows, with the utmost priority on minimizing the impact of the changing socio-political landscape. This includes white-glove service directly from the Benevity Risk & Compliance team to ensure their social giving program is always compliant.
Finance Service Float Fund Management A float fund is a donation, without advice, to our foundation partners (e.g. the American Online Giving Foundation) with the intent to provide a sufficient balance of funds from which our foundation partner will use to fund future advice being made through your program (by way of the monthly donation report invoices).The amount of the initial contribution will depend on your desired payment terms and anticipated donation volume. You will receive a monthly account statement with the amounts being drawn down from your float fund.
Finance Service Global DAF Our Global Donor Advised Fund (Global DAF) is designed for clients with a global presence who prefer a unified approach to donation reports (DRs). Rather than handling individual DRs in various currencies, we step in. The Global DAF offering is a consolidated payment workflow for corporate funds, where the client deposits a large pre-payment in USD explicitly used to cover corporate funds with the American Online Giving Foundation (AOGF). Then, utilizing equivalency determinations, AOGF transfers funds every month to the respective foundations (in the correct currencies) to cover the corporate portions of the client’s DR, with the exception of OGF India.
Finance Service Vendor Portal Management Clients with vendor portals like Coupa, SAP and Ariba (and others) can ensure vendor payment information (i.e. foundation partner payment details) that require Benevity to maintain the portals on behalf of the client. Clients may use vendor portals for security, privacy and compliance questionnaires, to manage their third party risk programs.
Implementation Fee API Platform Implementation Fee The implementation fee is essential for setting up a successful API program, ensuring that the platform is tailored to meet the unique needs and goals of each company's community-building efforts.
Implementation Service Client Onsite An on-site visit during the implementation process allows for direct, face-to-face collaboration between your team and Benevity's implementation experts, ensuring a thorough understanding of your specific needs and operational goals. It can not only enhance the initial setup and integration phase, but also set a strong foundation for long-term success.
Risk and Compliance Services Adverse Media Notifications Clients have the ability to opt in to Benevity’s adverse media scanning. They will receive weekly emails detailing any organizations that have been flagged through the scans of publications covering nearly every country, and in more than 70 languages.
Risk and Compliance Services Custom Fraud Rules Benevity’s Risk & Compliance team, which includes a Certified Anti-Money Laundering Specialist, oversees Benevity's fraud management program. This effort involves collaboration across various teams, including Cause Operations (for vetting and validation), Finance, Analytics and Insights, Client Success, and Accounting. Our strategy includes stringent onboarding and vetting of charities, along with regular monitoring of transactions to identify potential fraud based on known patterns. We continually update our fraud detection processes to adapt to new fraud indicators and changes in the charitable sector. All Benevity employees undergo annual fraud awareness training to help identify and report suspicious activities.

If fraud, non-compliance, or improper use of matching gifts programs is reported by an employee or client, the Risk & Compliance team initiates a fraud investigation process. During the investigation, we ensure the protection of any pending donations or matching funds. Upon conclusion, we provide impacted clients with detailed reports of the investigation's findings, evidence, and conclusions. Based on the outcomes, we may take various actions, such as reversing donations or removing a nonprofit from the Benevity Causes Portal.
Risk and Compliance Services Enhance Compliance Support This compliance support includes assistance with architecture reviews, client-requested penetration testing, custom documentation, and in-depth custom assessments on security, privacy or compliance processes. This support level involves multiple meetings per year (two or more), assessments involving more than 100 questions, or over 10 hours of direct support per year by security, risk or compliance personnel.
  API Platform Benevity offers a donation-processing API that allows clients to power customer-facing giving programs. This can be integrated into all kinds of applications, including e-commerce, online banking, rewards programs, gift cards, dedicated giving sites and more.
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