Administrator FAQ

How do I add users?

You can add new users on the Program Overview Page under the Employees tab. On the right side of the page click “Invite Employees.” Enter email addresses for any new employees in the first box (separated by commas or spaces, or anything!). You can include a message in the lower box detailing program guidelines or any other information you’d like to include for new users.

How do I change my company’s match percentage?

You can change your company’s match percentage at any time on the Program Overview Page under the Settings tab.

How do I change my company’s annual match cap per employee?

You can change your company’s annual match cap at any time on the Program Overview Page under the Settings tab. Select from one of the pre-populated match percentages in the dropdown menu.

How do I cancel a matching gift that an employee has requested?

On the Activity tab on the top of your dashboard, simply click on the transaction you’d like to cancel. It will direct you to a summary screen. Scroll down to the bottom and click “Cancel Grant.” This action will cancel both the matching gift as well as the original donation. This should be done by the first week after the close of the month in which the original donation was made.

How do I cancel a donation that the company has submitted?

On the Activity tab on the top of your dashboard, simply click on the transaction you’d like to cancel. It will direct you to a summary screen. Scroll down to the bottom and click “Cancel Grant.” This should be done by the first week after the close of the month in which the original donation was made.

How can I send a charity gift to an employee or group of employees?

Your administrator access gives you the ability to send charity gifts to employees or a group of employees at any time. While on the administrative Dashboard, click on “Send a gift” which will direct you to the Charity Gift page. Enter emails for the people you want to send the charity gift to, add any message you want to include, add the amount of the gift or gifts, and click “Review Gift” at the bottom. Simply confirm on the next page and the recipients will get an email and will immediately see those dollars in their personal Chairtyvest fund.

How can employees contribute to the corporate fund?

Employees can contribute to the corporate fund (for fundraisers, trivia nights, etc.) by sending a Charity Gift to the corporate fund. While on the employee Dashboard, the employee can click “Send a gift” on the right side of the page. Once on the Charity Gift page, the employee simply enters the email address associated with the administrator, or the email used to set up your company’s Charityvest account. The employee can enter the amount and add a note to detail the purpose of the charity gift.

How can I add or replenish matching funds to our corporate account?

You can add funds to your corporate account by clicking the blue “Contribute to fund” button on your Dashboard. It will direct you to the contribution page where you can follow the steps to make a new contribution.

How can I research a charity before approving a matching gift?

While searching the database of registered charities, any user will see an EIN number associated with that organization. When you click on an EIN number, you will be directed to Charity Navigator, the leading source for information about any nonprofit organization.

Can I exclude certain causes or cause categories?

At this time, there is not an automated way to exclude an organization or categories. You can set up a matching policy in your program administrative settings which will display to employees each time they request a match. You can specify organizations—or categories of organizations—under your matching policy to which you will or will not match. We also recommend including matching parameters in your invitation message and on your custom Charityvest landing page to detail which categories qualify for your program. If any employee donations fall outside of your parameters, you have a chance at the end of each month to cancel any matching gift.

How can I cancel a grant?

On the Activity tab at the top of your Dashboard, you will see a list of all transactions. Simply click on any transaction you’d like to cancel, which will direct you to a summary screen. Scroll down to the bottom and click “Cancel Grant.” This should be done by the first week after the close of the month in which the original donation was made. This will cancel the matching gift as well as the original donation. The employee will receive an email explaining that the organization is not included in the program and instruct them to resubmit without the match if they still want to make the original donation.

Can I create a different match cap for executives?

Yes, you’ll need to create a separate program for those executives. We also can recommend some strategies to use charitable stipends as an additional method to give an extra charitable perk to certain employees.

Can I have more than one administrator?

Not at this time. We aim to have this capability in the coming months.

Can international employees participate in the program?

Yes. International employees can contribute to the corporate fund for fundraisers and events.

How do I verify that a donation has been received by the charity?

See the status of any donation and matching gift on the Program Overview Page under the Activity tab. The second column from the left will show the current status of all donations and matching gifts.
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On this page
How do I add users?
How do I change my company’s match percentage?
How do I change my company’s annual match cap per employee?
How do I cancel a matching gift that an employee has requested?
How do I cancel a donation that the company has submitted?
How can I send a charity gift to an employee or group of employees?
How can employees contribute to the corporate fund?
How can I add or replenish matching funds to our corporate account?
How can I research a charity before approving a matching gift?
Can I exclude certain causes or cause categories?
How can I cancel a grant?
Can I create a different match cap for executives?
Can I have more than one administrator?
Can international employees participate in the program?
How do I verify that a donation has been received by the charity?