Sharing giving and volunteer opportunities to Microsoft Teams channels

You can post giving and volunteer opportunities directly to your organization's Microsoft Teams channels. Users receive a card in the channel with a Donate or Sign up button, and can take action without leaving Teams.

Permissions

Anyone who has installed the Benevity app in Teams and linked their Microsoft and Benevity accounts can share giving and volunteer opportunities to Teams channels. You can only share to teams and channels where you are a member and have posting rights.

Getting started

Before you can share opportunities to Teams channels, make sure the Benevity app has been installed and your organization is linked.

You do not need to create a dedicated Teams channel for Benevity content. Share to any standard channel where you already have posting rights — for example, an existing team channel or an announcements channel. How you route this content is up to your organization's communication practices.

Note: Users who receive opportunity cards in their Teams channels do not need to have the Benevity app installed. When they select Donate or Sign up, the app automatically detects whether it is installed and guides them through setup before taking them to complete their transaction.

Sharing a giving opportunity to a Teams channel

1. Navigate to the giving opportunity you want to share in your program.
2. Select Share to MS Teams from the Share dropdown on the opportunity page.
3. Select the Microsoft Teams team you want to share to. Only teams you are a member of are shown.
4. Select one or more channels within that team. Only standard channels you are a member of are shown. Private channels are not supported.
5. Add an optional custom message (up to 1,000 characters) to accompany the card.
6. Review the confirmation screen and choose how to share:
   • Select Post to Teams Now to post the card directly to the selected channels.
   • Select Preview in Teams to send a preview card to your private Teams chat first. Previews expire after one hour. If the preview expires before you publish, return to the opportunity in your program and start the share again. When you're ready, select Post to selected channel(s) from the preview to publish.

The opportunity card appears in the selected Teams channels, displaying key details such as the opportunity name, header image, associated nonprofit, and end date. Users can select Donate to start their donation in the Benevity app.

Note: Users are redirected to the Benevity app to complete their donation. Transactions do not happen directly in the Teams channel.

Sharing a volunteer opportunity to a Teams channel

1. Navigate to the volunteer opportunity you want to share in your program.
2. Select Share to MS Teams from the Share dropdown on the opportunity page.
3. Select the Microsoft Teams team you want to share to. Only teams you are a member of are shown.
4. Select one or more channels within that team. Only standard channels you are a member of are shown. Private channels are not supported.
5. Add an optional custom message (up to 1,000 characters) to accompany the card.
6. Review the confirmation screen and choose how to share:
   • Select Post to Teams Now to post the card directly to the selected channels.
   • Select Preview in Teams to send a preview card to your private Teams chat first. Previews expire after one hour. If the preview expires before you publish, return to the opportunity in your program and start the share again. When you're ready, select Post to selected channel(s) from the preview to publish.

The opportunity card appears in the selected Teams channels, displaying key details such as the opportunity name, header image, associated nonprofit, and end date. Users can select Sign up to register for the opportunity in the Benevity app.

Note: Users are redirected to the Benevity app to complete their registration. Transactions do not happen directly in the Teams channel.

Understanding opportunity cards after sharing

Cards cannot be edited or removed after posting. If you share the same opportunity again, both posts appear in the channel.

Opportunity cards are not updated in real time. If a campaign closes or a volunteer event fills after the card is posted, users who select Donate or Sign up see a message in the app and cannot complete the action against that opportunity.