Get started with Change Signatories

The Change Signatory contact is one or more individuals who are authorized, on behalf of your organization, to provide Benevity with instructions for program changes and decisions that have a financial impact. This is typically the person responsible for the overall program, or who has been designated by the person responsible. By confirming the Change Signatory, Benevity is ensuring that requests for changes are only received from authorized individuals, which in turn protects your brand, reputation and program.

We’ve included a list of the types of tasks that require Change Signatory approval below.

Spark related request types

Tasks

Details

Exceptions

Role Manager

Providing or removing the Spark administration privilege of “Role Manager” must be requested or approved for an authorized Change Signatory. Only Benevity can manage this specific role.

 

A Change Signatory cannot request Role Manager for themselves, (no self-authorizations allowed). Either another Change Signatory, or in lieu, another person in a leadership position can authorize Role Manager.

None

Budget Updates

New budget changes. 

Change Signatory not required for budgets that are automatically rolling with no changes or for clients with zero budget (i.e., no matching, no volunteer rewards).

Bulk Uploads

Bulk uploads that have a financial impact (e.g., user seeding, external match requests, volunteer time tracking, etc.).

None

Campaign Set-Ups

Campaigns that have a matching component (e.g., 100% match, 200% match, 2 for 1 match, etc.).

 

Campaigns which involve a change to the client’s default matching rates.

 

Changing campaign dates or budget amounts.

Change Signatory not required for campaigns that do not have any matching or financial impact.

 

Cause additions/removals from campaigns do not require Change Signatory approval.

Cause Filter Changes

Large programmatic changes (e.g., inclusion or exclusion of an entire NTEE code category, etc.).  High risk cause filter changes that could create reputational or financial risk for the client (e.g., inclusion of an SPLC cause). 

Change Signatory not required for filter changes that are within the client’s program guidelines.

Reversals

Any reversal where clients are charged a reversal fee and is initiated by the client. 

Change Signatory not required when the reversal is due to Benevity error; no fee is incurred by the client for this type of reversal.

Benevity Reporting Account Creation

Because it exposes users to PII, we require Change Signatory approval of new Benevity Reporting Accounts.

Creation of reports for admins does not require Change Signatory approval.

Note: There may be other tasks not listed above that have financial or material impact to your program and could require change signatory approval.

 

Benevity Grants related request types

Tasks

Notes

User Changes

  • Adding user
  • Modifying user permissions
  • Deactivating user
  • Amount threshold change
  • Roles - adding, removing, editing

Email Template Change Requests

None

Application Form Change Request

  • Open and closing form
  • New questions
  • Delete questions
  • Text changes (not needed for typos or grammar)

Management Interface Change Requests

None

Report Changes (Tools > Reports)

None

Payment Reversals

None

Request Data Changes

None

Note: There may be other tasks not listed above that have financial or material impact to your program and could require change signatory approval.

 

Maintaining Change Signatories

Before Benevity can add a new or remove an old Change Signatory, we must obtain email confirmation from the person responsible for your overall program (typically a senior level member of your organization). With that being said, we’ve created some email templates that you can send to your Client Success Manager to maintain Change Signatories at your organization.

Download the email templates

 

Frequently Asked Questions

  • Can the current Change Signatory provide authorization to add a new Change Signatory?

Yes, whether they are adding additional Change Signatories, or the current Change Signatory is leaving and assigning someone new the role, the current Change Signatory can be the requestor/approver. This request must come in writing by using the templates above.

  • The Change Signatory and other known contacts have left the organization. Can I, the new admin, request Change Signatory permissions for myself?

No, you cannot request Change Signatory permissions for yourself. You will need to find out who owns the program/department budget and is the formal decision maker for the program.

  • How many Change Signatory contacts should our organization have?

As many as your organization finds necessary, and as long as they fully understand the significant and financially implicating decisions that these contacts will be authorized to complete.

  • Can a Change Signatory be assigned to a specific request type but not others?

No, a Change Signatory is the authority for any/all of the request types listed on this page. Benevity is not able to assign a Change Signatory for a certain task and not others.

 

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