How To: Manage Charity Eligibility Requests from your Employees

In order to request a charity be included in the program, it must be a charity in the Groundswell database. When an employee requests a charity be added to their company program, they do so from the charity page in the Groundswell app (either web or mobile). An email is then sent to the program administrator(s) to alert them.

• Step 1: The employee requests to add a charity to the eligibility list.
  • When Employee searches for a charity in Groundswell and the charity is available on Groundswell, but not eligible to receive company funds they can submit a request to have the charity added to the program-eligible list.

• Step 2: Admin(s) is notified of the employees request via email. The email will include the charity name, EIN (if applicable), NTEE category and Groundswell category.

• Step 3: Click "manage charity restrictions" in the email to be taken to the charity restrictions settings in Groundswell

• Step 4: Review charity eligibility requests. Below is the information you will have access to help you make a decision on whether to approve or deny the request: 
  • Name
  • EIN
  • Address
  • NTEE Category
  • If the charity is enriched, mission statement and website are available

• Step 5: Approve or deny the request
  • If approved, the charity will be added to either the block or allow list (adding or removing individual charities from the match eligible list)
  • If denied, history of the request (both date of request and date of denial) will be viewable for reference
• Step 6: The employee who made the request is notified if the request is approved or denied (via email)