> For the complete documentation index, see [llms.txt](https://guide.charityvest.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.charityvest.org/for-workplaces/employee-giving-csr-programs/setting-up-an-employee-giving-program.md).

# Setting Up an Employee Program

Getting started with Charityvest is simple.

**You can reach out to** [**support@charityvest.org**](mailto:%20support@charityvest.org) **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.

{% hint style="info" %}
[Reach out to us](mailto:%20support@charityvest.org), and we'll conduct an onboarding call with you to customize your onboarding to your context and strategize your launch.
{% endhint %}

## Resources for Launching A Program With Charityvest

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

{% file src="/files/-MgE0vfeDBetFAn75DuN" %}
How to Launch a Successful Workplace Giving Program
{% endfile %}

View our standard customer agreement below.

{% file src="/files/-MgE27F6HJgPFQR94cLm" %}
Charityvest for Workplaces Customer Agreement
{% endfile %}


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