Sarah Hauke
Articles
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How To: Add or Update My Employees/Employee List
This guide will show you how to add or update your employees to Groundswell so they can access to your corporate giving programs. Uploading an initial batch of employees via CSV To upload your em...
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How To: Add funds from payroll
Web App: Step 1: Select “My Profile” on the top right of your home dashboard Step 2: Select “My account” in the menu options Step 3: In the left-hand side menu you will click "Funding Sources" S...
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How To: Contribute Stock
Web App: Step 1: Select “Add funds” from the home screen of your app Step 2: Select “One-Time Contribution” Step 3: Select “Stock” Step 4: Select "Start transfer" Step 5: Once prompted to Donate...
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How To: Add Funds from a Bank Account via Plaid
Web App Via funding sources Step 1: Select “My Profile” on the top right of your home dashboard Step 2: Select “My Account” in the dropdown options Step 3: In the left-hand menu click "Funding sou...
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How To: Donate to Different Fundraisers, Events or Memorials Utilizing Groundswell (i.e. marathons, riders, student organizations, PTA, etc.)
Looking to donate to someone's marathon race, cycling event, school PTA/PTO, then this is the article for you! Below is a step by step guide on how you can donate to different fundraisers, events ...
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How To: Set up and Manage HRIS
Easily keep your employee data up to date by syncing Groundswell and your HRIS. To complete the setup, follow the steps below. We recommend looping in a member from your IT team. From there, it’s e...
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How To: Create a Grant Payment
Scale your company’s impact by making grants. Use Groundswell to recommend grants from your Corporate DAF. If your company has specific focus areas for its impact program, grants can be directed to...
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How To: Setting up SSH Key Pairs
To set up a SFTP integration, you'll need to create a SSH key pair. This is to ensure that the SFTP connection via your client/HRIS is unique and secure. A SSH key pair is a pair of unique keys tha...
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How To: Sign Up for Volunteer Events
RSVP’ing for Events on the Web App: Step 1: Click Volunteer at the top right of your dashboard Step 2: Click on the volunteer event you want to RSVP for Step 3: Click "View dates" on th...
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Article: How and When Will a Charity Receive my Donation? U.S. & International Donations
Donation Disbursement – Timing and ProcessingGroundswell processes all donations through trusted distribution partners to ensure funds are delivered quickly, securely, and with full transparency. F...