How To: Download Employee Giving Data

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.

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 send targeted outreach to employees who have not yet enrolled or who have limited activity. In addition to downloading the enrollment report, admins can also filter directly in the dashboard to view enrollment

• The "date invited" data is only available from 3/15/2023 and onward.
• Terminated employee data is excluded from this report.

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 donation behavior can help admins align community impact initiatives and create a healthy, engaged company culture!

Charitable Impact Reporting

In addition to the Impact Report, admins can also navigate to the “View total impact” page to access a snapshot of your company’s charitable impact. This data complements the Impact Report, and allows you to filter within the product by HRIS fields to better understand your employees’ giving behavior - e.g. by location, department, etc. In this page, company pillars can also be added to further categorize your donation data. (Reach out to support@groundswell.io to set up your custom pillars).

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, campaigns, or other engagement initiatives.

Contribution report

The contribution report provides a holistic 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.

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 $50,000 in annual gross receipts are also not required to file a full form 990, which means there is more limited data in the IRS database. Finally, some nonprofits may not have an NTEE code because they are new and have not yet been classified by the IRS.