How To: Set up and Manage Charity Restrictions

Step 1: Click Settings on the left hand menu

Step 2: Click “Restrict charities” in the settings menu

Step 3: Turn on charity restrictions

Step 4: Decide if you want to allow certain charities or block certain charities

• Allow certain charities - you are only allowing certain charities to be eligible for the company match
• Block certain charities - you are blocking certain charities from being eligible for the company match

Step 5: Click “+ Add charity” in the box that pops up below 

Step 6: Search for the charity you would like to allow or block from your company match 

Step 7: Click on the charity you would like to allow or block from your company match 

Step 8: Click Add selection 

Step 9: Continue to do steps 5-8 until you've completed your list of allowed or blocked charities 

Step 10: Click "Save changes"