How To: Manage Charity Eligibility Requests from your Employees

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If your company has charity restrictions set up and in order for your employees to request a charity be included a company's giving program, it must be a charity in the Groundswell database. When an employee requests a charity be added to their company giving 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.

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  • 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.

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

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  • 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

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  • Step 5: Approve or deny the request
    • If approved, the charity will be added to either the allow list or removed on the block list (adding or removing individual charities from the match eligible list).
      • If your program is set up with a "block list" when you approve a request it will "unblock" the charity, allowing your employees to recevie a match to this charity 
      • If your program is set up with an "allow list" when you approve a request it will add the charity to your allow list, allowing your employees to recevie a match to this charity 
    • If denied, history of the request (both date of request and date of denial) will be viewable for reference
      • If your program is set up with a "block list" when you deny a request that charity will remain on your block list, so employees cannot recevie a match for this charity 
      • If your program is set up with an "allow list" when you deny a request that charity will not be added to your allow list, so employees cannot receive a match for this charity 
  • Step 6: The employee who made the request is notified if the request is approved or denied (via email)Screenshot 2024-08-09 at 1.53.39 PM.png

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