The Charityvest Guide
  • Welcome to Charityvest 👋
  • About Donor-Advised Funds
  • For Donors
    • Getting Started
      • Open an Account
      • Make a Contribution
      • Activate Investing
        • Impact investing
      • Grant to Charity
        • Tips for finding a specific charity
        • Philanthropic advisory
        • International Grantmaking
      • Check Grant Status
      • Schedule Future Giving
      • Send a Gift Card
      • Add Beneficiaries
      • Set a Giving Goal
    • Gifts We Accept
      • Cash
      • Stocks & ETFs
      • Crypto
      • DAF Transfers
      • Complex Assets
      • Other Ways to Donate
    • Our Portfolios
    • Our Fees
    • Philanthropic services
    • Invite Friends, Invest Free
    • Tax Matters
    • For Financial Advisors
  • COMMUNITY FUNDS
    • About Community Funds
    • Fund Managers
    • Community Fund Setup
      • Community Fund Policies
      • Community Fund Settings
      • Community Fund Design
        • Grantmaking Process: Examples + Inspiration
    • Donate to a Community Fund
    • Grant from a Community Fund
    • Community Fund Fees
    • Community Fund FAQs
  • For Charities
    • Receiving Grants
    • Stock & Crypto Donations
    • Charity FAQs
  • For Workplaces
    • Corporate Giving Fund
    • Employee Giving Programs
      • Employee Matching
      • Employee Equity
      • Setting Up an Employee Program
    • Administrator FAQ
    • Employee FAQ
  • About Our Venture
    • Our Giving Model & Philosophy
    • Our Story + Mission + Values
    • The Foundation Source Relationship
    • How We Make Money
    • Building the Future of Giving
    • Our Trust & Security Posture
  • Governance & Legal
    • About Charityvest, Inc.
    • Financial Reporting
    • Legal Documents
    • Required Disclosures
    • Legal Note
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  1. For Workplaces
  2. Employee Giving Programs

Setting Up an Employee Program

How you can a launch a Charityvest Giving Program to employees

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Last updated 1 year ago

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Getting started with Charityvest is simple.

You can reach out to and set up an onboarding call.

We will follow these simple steps to launch your workplace giving program:

🆕 Step 1. Create your company giving account. Input your company legal name and set up your admin login credentials.

📋 Step 2. Establish your program parameters. Set your matching budget, your matching rate, and your optional matching policy statement.

✅ Step 3. Activate your subscription. Use a corporate credit card to sign up for monthly billing of the subscription. Cancel at any time.

💵 Step 4. Add your giving funding source. Link your company’s bank account. We’ll make an automatic monthly withdrawal to fulfill all matching requests. If you use manual verification, we’ll make two small deposits to verify the account.

🚀 Step 5. Launch your program to the team! Invite employees to the program. All you need is a personal note describing the program and email addresses. We’ll follow up automatically over time with any employees who don’t accept the invitation at launch.

, and we'll conduct an onboarding call with you to customize your onboarding to your context and strategize your launch.

Resources for Launching A Program With Charityvest

Read our guide on how to launch a successful workplace giving program below.

View our standard customer agreement below.

support@charityvest.org
Reach out to us
774KB
060921-workplacegivingguide.pdf
pdf
How to Launch a Successful Workplace Giving Program
332KB
Charityvest for Workplaces SaaS Agreement.pdf
pdf
Charityvest for Workplaces Customer Agreement