Use the Cause Report to check your nonprofit partners' onboarding progress, then reach out with the right message when registration is incomplete. Partners can only receive your program's donations, grants, and volunteer support once they register on the Benevity Causes Portal. Before you draft outreach, confirm how nonprofit registration works end to end, and find the right resource for your nonprofit partner at each stage.
Permissions
Anyone with the Reports Manager user role can run the Cause Report and check a nonprofit's status.
Understanding nonprofit registration statuses
To check onboarding progress, open Benevity Reporting from Manage, run the Cause Report, and review Claimed Status, Verified Status, and Payment Status.
| What you see in the Cause Report | What it means | What to do |
|---|---|---|
| Claimed Status shows the profile is unclaimed | The nonprofit has not registered on the Benevity Causes Portal. The profile still shows basic information from a government list. | Follow the outreach steps below and use the email template for nonprofits with an unclaimed profile |
| Claimed Status shows claimed, but Verified Status is not complete | The nonprofit started registration (claimed the profile) but has not finished validation. | Follow the outreach steps below and use the email template for nonprofits who started but haven't finished registering |
| Payment Status is not EFT (for example, check) | Registration and validation may be done, but banking details are not set up for Electronic Funds Transfer (EFT). | Help the nonprofit set up electronic funds transfer |
| The nonprofit's profile is inactive | The nonprofit's profile is no longer active. | Check why the nonprofit became inactive |
| Claimed Status, Verified Status, and Payment Status show the nonprofit is fully onboarded (claimed, verified, and set up for EFT) | The nonprofit is registered, validated, and ready to receive funds electronically. | Share engagement resources for registered partners |
Inviting nonprofit partners to register
Nonprofits sometimes need a nudge to start or finish registering. A direct message from you often works better than a generic Benevity reminder, because they already work with your company.
Follow these steps when Claimed Status shows the profile is unclaimed, or when the profile is claimed but Verified Status is not complete:
- Confirm the nonprofit's Cause Report fields before you reach out, so your message matches where they stand.
- Reach out to the nonprofit directly. Use the email templates below as a starting point, and send the message from your own account.
- Share a registration resource. Send the printable registration guide (also available in German, French, Spanish, Italian, and Portuguese), or the Causes Help step-by-step registration guide.
Understanding registration timelines
Initial application reviews typically happen within 24–72 hours, as described in Nonprofit registration. Benevity's in-house validation team then reviews the submission. To help avoid delays, encourage the nonprofit to submit complete documentation and respond promptly to any follow-up requests.
When someone else already registered the profile
If another contact at the nonprofit still works there, ask them to add the new person as a subuser. Do not share login credentials.
If the owner has left or cannot be reached, the nonprofit can often select Apply to Register on the registration form. If they get the message “This account is actively managed. Please contact the current owner or support.” (the owner signed in within the last 90 days), they should contact the owner or contact support instead. Follow the full process for accessing a registered account.
When registration shows a save error
If the nonprofit sees “An error has occurred while saving your progress” (or “while updating your location”), tell them to contact support right away. Do not try to work around it.
When a nonprofit's country is not listed on the registration form
If a country does not appear on the Benevity Causes Portal registration form, Benevity likely cannot disburse funds to that country.
Using email templates for registration outreach
Use these templates to reach out to a nonprofit, depending on their Cause Report fields. Adjust the bracketed fields to fit your voice and relationship with the nonprofit.
For nonprofits with an unclaimed profile
Subject: Your Organization Is Invited To Register With Benevity For The [Your Company Name] Program
Dear [NPO Contact Name],
We are reaching out because we use Benevity to power our giving and volunteering programs and we want to make sure your organization can take part in future opportunities.
To do that, we invite you to register on the Benevity Causes Portal. There is no cost to join Benevity, registration is completely free.
By completing registration, your organization will be eligible to receive charitable donations from [Your Company Name] employees around the world, while also being exposed to Benevity's broader ecosystem of supporters.
To get started, we recommend reviewing the How to Register Your Nonprofit on the Benevity Causes Portal guide before beginning Your Benevity Causes Portal Application.
Each step should only take a few minutes with the right information. A successful application is dependent on the quality and completeness of the required documentation you provide through the validation process. Your progress is saved after each step.
Note: You will be notified via email if additional information is required by Benevity. We’d encourage you to check your junk folder regularly and reply promptly, so your application keeps moving.
You will also be notified via email once your application has been approved.
Once your application is approved you will need to complete your Benevity Causes Portal profile, including applying for Electronic Funds Transfer to be eligible to receive funds through Benevity.
If you experience any difficulty at any stage in the process, please contact the Benevity Nonprofit Support directly through the Nonprofit Help Center.
Best regards,
[Your Name]
[Title] | [Your Company Name]
[Your contact information]
For nonprofits who started but haven’t finished registering
Subject: A Quick Step to Finish Your Benevity Registration
Dear [NPO Contact Name],
I am writing on behalf of [Your Company Name]. It looks like [Organization Name] started registering on the Benevity Causes Portal, and we wanted to reach out to help you finish the last few steps.
By completing registration, your organization will be eligible to receive charitable donations from [Your Company Name] employees around the world, while also being exposed to Benevity's broader ecosystem of supporters. There is no cost to join Benevity, registration is completely free.
To complete the required steps:
- Reference the How to Register Your Nonprofit on the Benevity Causes Portal resource
- Follow this link to complete Your Benevity Causes Portal Application.
- If you have already created an account, click Causes Portal Login to login.
- If you have not created an account, click Register your Nonprofit.
- Complete the application form. If you experience an error or cannot progress in the form, please contact the Benevity Nonprofit Support team right away.
- After your registration has been approved and you have access to your cause profile, please complete your profile and sign up for Electronic Funds Transfer (EFT) to be eligible to start receiving donations.
Has your organization's profile already been registered by someone else? If that person is still with your organization, please contact them directly as they can retain account ownership and Add Additional User Credentials to give others access. Otherwise, you can apply to take over ownership of the account through the registration form.
Each step within the form should only take a few minutes if you have the right information. Your progress will be saved after each step is complete. Once submitted, you will be notified via email when your application is approved.
If you experience any difficulty at any stage in the process, please contact the Benevity Nonprofit Support directly through the Nonprofit Help Center.
Best regards,
[Your Name]
[Title] | [Your Company Name]
[Your contact information]