All donations that are eligible for matching and made through the platform are automatically matched and no review is required. Sometimes, donations happen outside of your program, such as at a local fundraising event or a door-to-door campaign. If your program allows employees to make donations outside of the platform and receive a company match, the Request a Match form is accessible from the employee's navigation bar.
You can choose to automatically process all match requests or set an amount threshold for approvals. Alternatively, requests are manually reviewed by program administrators.
Auto-approvals reduce the workload on your administrators to manually review requests and get matching donations to nonprofits quickly. You have the flexibility to enable, adjust or disable this feature at any time to meet your risk tolerance.
Permissions
Your company’s change signatory must sign an auto-approval authorization form before this feature can be enabled for your program.
Any user with the Role Manager user role can then update match request settings.
Authorizing auto-approvals
You must complete an authorization form before this feature can be added to your program. You must provide a list of users with the role manager user role who require access to use auto-approvals. To request this feature:
- Find out who your role managers are. Contact support for a list if you are not sure.
- Complete and sign an updated copy of the form.
- Send the form to the Benevity support team.
When Benevity receives the completed form, the feature is added to your program and you can enable it!
Enabling auto-approvals
When you receive confirmation that the feature is available for your program, you’ll need to enable it.
- Go to Manage > Match Requests and select Match Request Settings.
- Choose one of the following approval options:
- Do not enable auto-approvals: if you want to manually review all match requests.
- Enable auto-approvals for all match requests: if you want to automatically approve all match requests.
- Enable auto-approvals for match requests equal to or less than a threshold: if you want to only automatically approve requests below a specified amount.
- If you’re not enabling auto-approvals or if you’re enabling it for all match requests, select Save and you’re done.
If you choose to Enable auto-approvals for match requests equal to or less than a threshold, follow these additional steps below:
- Select Add Currency to add a threshold for a supported currency in your program. If you do not add a threshold for a currency, any match requests in that currency will require manual review.
- Choose an option in the Currency dropdown.
- Enter an amount in the Auto-approval thresholds. Match amounts above the threshold require manual review; match amounts less than or equal to the threshold are automatically approved.
Note: This threshold is based on the match amount, not the original donation amount.
For example, if your threshold is $50 and an employee donates $30 during a 2-to-1 matching campaign (requesting a $60 match), the request is not automatically approved, because the match amount exceeds the $50 threshold. - Select Save to confirm thresholds.
Once enabled, users are notified whether their request was automatically approved or submitted for manual review.
Note: Any match requests submitted before enabling auto-approvals still require manual review.
Disabling auto-approvals
You can update match request settings at any time. If you want to disable auto-approvals, go to Match Request Settings, select Do not enable auto-approvals and Save. When you want to enable it again, just update the setting!
Related Resources
Training course:
Managing External Match Requests
A guide to managing external match requests for donations made outside of your company's goodness program site.
⏰ 5 minutes