How To: Create and Manage Donation Credits

Updated April 24, 2025 23:33

Sarah Hauke

Donation credits are a powerful way to jumpstart employee giving by funding their Groundswell accounts directly. Use them to celebrate milestones, drive campaign engagement, or support timely causes. Here’s how to set one up!

Step-by-Step: Creating a Donation Credit

Credit Name

Start by naming your credit so it’s easily identifiable in reporting and communication.
Example: 2025 Giving Kickoff Credit

Credit Schedule

Set when and how long the donation credit is available.

Send on: The date credits will be added to employee accounts.
Claim by date (optional): Deadline for employees to manually claim the credit, if applicable.
Expires on date (optional): Deadline to use the credit before it’s removed from accounts.

Recipients

Choose which employees are eligible to receive the credit.

Current Employees

Include all current and future employees – Best for company-wide credits.
Select individual employees – Manually assign the credit.
Select employee segments – Target specific groups.
Don’t include any current employees – Useful when only targeting new hires.

Future Employees

Include employees added before program ends – Good for ongoing onboarding-based credits.
Don’t include new employees – If you want the credit to be a one-time offer.

Credit Amount

Set the dollar amount you want to credit per employee.
This amount will be added to each eligible employee’s Groundswell account and can be used to donate to any eligible organization.

Example: $50 per employee

Review & Create

At the bottom of the screen, you’ll see a summary of your setup including total potential cost and a confirmation message like:

"A credit of $50 to all current and future employees will be sent today."

Once you're ready, click Create donation credit to launch it!

Pro Tips!

Donation credits are a great way to increase engagement during a giving campaign or company initiative.
Use expiration dates to create urgency and encourage timely giving.
Pair with a matching program to amplify impact!