How To: Download Employee Giving Data

Have more questions? Submit a request

If you're interested in getting a more detailed look into your employees' giving data, there are 4 downloadable CSV reports available from the dashboard

  1. Enrollment report
  2. Impact report
  3. Donations report
  4. Contributions report

Each report can be downloaded by selecting the  "Report download" button found above each dashboard section. 

Donation_button_highlight.png

 

Enrollment report

The enrollment report provides data surrounding each employee's invite and enrollment dates (all time), as well as insight into each employees' participation in Groundswell via contributions or donations. Admins can promote employee engagement by curating email lists from this data to encourage participation.

*The "date invited" data is only available from 3/15/2023 and onward.

*Terminated employee data is excluded from this report.

Enrollment_report_for_article.png

 

Impact report

The impact report gives admins a closer look into which causes and charities their employees care about most. For each donation (all time), this report includes: donation date, donation amount, charity name, DBA (“doing business as” name, if the charity has one), charity EIN (employer identification number), Groundswell issue area, NTEE Code (National Taxonomy of Exempt Entities), and NTEE definition.

These insights into employee values can help admins align CSR initiatives and create a healthy, engaged company culture. 

Impact_report_for_article.png

 

Donation report

The donation report provides a holistic look at employee donation behavior over time. For each month, this report includes: total enrolled employees, total employee donations, total employees who have donated, total number of recurring donations, total individual employees who have made a recurring donation, total dollar amount donated, average number of donations per employee, and average amount donated.

Admins can use this data to track trends in employee participation and assess the effects of seasonal events or engagement initiatives. 

Screen_Shot_2023-03-14_at_1.21.01_PM.png

 

Contribution report

The contribution report provides a wholistic look at employee contribution behavior over time. For each month, this report includes: total enrolled employees, total employee contributions, total employees who have contributed, total number of recurring contributions, total individual employees who have made a recurring contribution, total dollar amount contributed, average number of contributions per employee, and average amount contributed.

Admins can use this data to track trends in employee participation and assess the effects of seasonal events or engagement initiatives. 

Screen_Shot_2023-03-14_at_1.29.06_PM.png

 

What is an NTEE code?

NTEE codes are a classification system used by the IRS to categorize nonprofit organizations according to their purpose or the services they provide. Groundswell has mapped each nonprofit's NTEE code to one of Groundswell's 12 issue areas. 
 
Some nonprofits - such as churches - may not have an NTEE code because they are not required to register with the IRS as a tax-exempt organization. Other nonprofits with less than $5,000 in annual gross receipts are also not required to file for tax-exempt status. Finally, some nonprofits may not have an NTEE code because they are new and have not yet been classified by the IRS.

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share

Comments

0 comments

Please sign in to leave a comment.