Philanthropy Cloud

Philanthropy Cloud

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›User Guide

User Guide

  • Introduction
  • User Interface
  • Donate
  • Volunteer
  • Appendix

Admin Guide

  • Introduction
  • User Interface
  • Onboarding Workflow
  • Reports
  • Settings
  • User Management
  • Receipts and Confirmation Emails
  • Integration
  • Batch Pledge Entry
  • Branding
  • Homepage
  • Content Management
  • Appendix

Mobile Guide

  • Introduction
  • Installation
  • Featured
  • Explore
  • Profile
  • Donations
  • Volunteering
  • Appendix

SSO Guide

  • Introduction
  • Single Sign-On
  • Employee Upload File
  • Identity Providers
  • Workplace Interactions
  • Mobile Applications
  • Best Practices
  • Troubleshooting

Donate

You can support the causes that are important to you by donating to campaigns, nonprofits, and impact funds.

Donation opportunities are as unique as their donors. Because campaigns are fully customizable in Philanthropy Cloud, their individual look and feel may vary. While their tailored options and wording may differ based on how they were created, your impact is the same.

In some cases, you can donate and volunteer as part of the same campaign. For these joint giving and volunteering campaigns, the campaign name and information is displayed on both the campaign page and on the volunteering opportunity page for easy reference.

You can donate using the available payment methods, such as credit card, payroll, bonus payroll, cash/check, or stock options. Based on the campaign customizations, you may be able to donate to specific nonprofits and/or impact funds or to any of them. For example, a campaign may offer several impact funds that you can give to, and you may also be able to allocate amounts among them. There may also be a confirmation page where you can verify or change your selections, including the amount, distribution, recipients, and payment method before your donation is made.

You can customize your profile to personalize your Philanthropy Cloud experience. Personalized recommendations display on your Philanthropy Cloud Homepage based on the skills and causes you select in your profile page, as well as based on your location and engagement history.

Note: Because campaigns are fully customizable in Philanthropy Cloud, their individual look and feel may vary.

Credit or Debit Card

You can support the causes that are important to you by donating to campaigns, nonprofits, and impact funds. Once you find a cause that interests you, you can donate to it using the available payment methods. You can manage up to five credit and debit cards that you donate with in your profile, as well as view your donation history.

Note: Because campaigns, nonprofits, and impact funds are fully customizable in Philanthropy Cloud, their individual look and feel may vary.

To donate with a credit or debit card:

  1. Select a campaign, nonprofit, or impact fund to see its full details and to donate to it.

    1. Depending upon how this item was customized, you may have to select Donate again.

    2. Additionally, you may be able to allocate your donation among selected nonprofit or impact fund recipients.

  2. Select a Payment Method.

    1. Add or select the appropriate Credit or Debit Card to use. Your default card is pre-selected, as applicable.

    2. Select Change to add or select a card other than the default one.

    3. To add a card, select Add Card.

      Note: When you already have five cards saved in your profile, you cannot add another one without first removing an existing one.

  3. Decide how you often you want to donate.

    1. Select Monthly to set up a recurring donation amount.

    2. Select Once to give one time.

  4. Decide how much you would like to donate.

    1. Select an amount or enter a different amount in Other Amount.
  5. To add or delete a note to a single nonprofit donation, select either Add Note or Delete Note as appropriate. These notes display in your donation history.

  6. Select Donate amount to make your donation.

    1. If you are able to allocate your donation among different nonprofit or impact fund recipients, you are navigated to the allocations page to do so.

    2. Otherwise, a summary of your donation displays and your credit card is charged immediately.

  7. To allocate your donation among selected nonprofit or impact fund recipients, enter the per-recipient amount.

    1. To add additional recipients, select Add Recipient. You can allocate your donation among up to 20 recipients.

    2. To reset your allocations, select Reset Allocations.

  8. To add, edit, or delete a note to an allocated nonprofit donation, navigate to Actions and select either Add Note, Edit Note, or Delete Note as appropriate. These notes display in your donation history.

  9. Select Donate amount to make your allocated donation. Your credit card is charged immediately.

  10. A summary of your donation displays. Details include the Donation ID, the Total, and the Recipients.

    1. An email confirmation with a tax receipt is sent to you.

    2. Important: Check your spam folder if you do not receive an email a few minutes after making your donation.

  11. To return to the campaign, nonprofit, or impact fund details page, select either Return to Campaign, Return to Impact Fund, or Return to Nonprofit, as applicable.

  12. To view your donation history in your profile, select View Donation History.

Add Card

You can donate with a new credit or debit card as you make a donation. You can manage up to five cards that you donate with in your profile.

Note: When you already have five cards saved in your profile, you cannot add another one without first removing an existing one.

To add a card:

  1. Select Add Card.

  2. Enter the Name on Card.

  3. Enter the Card Details, including the Card Number, the expiration Month (MM) and Year (YY), and the CVC number.

  4. Enter a Home Address.

    Important: Tax receipts are mailed to this address, if applicable.

  5. Select Remember Card to save this card for future donations.

    Note: Cards added for recurring donations are automatically saved.

  6. Select Use as Default to use this card as your default payment method.

    Note: If you do not have any existing cards saved, the first card you use is saved as your default card. Each time you add a new card or edit and existing one, you can select whether to make it your default card.

  7. Select Add Card.

Payroll

You can support the causes that are important to you by donating to campaigns, nonprofits, and impact funds. Once you find a cause that interests you, you can donate to it using the available payment methods.

Payroll options may vary based on your organization or workplace. Options may include one-time and recurring donations (annual and perennial), and specific enablement periods may be available. You can also calculate a percentage of your salary for recurring payroll donations.

Note: Because campaigns, nonprofits, and impact funds are fully customizable in Philanthropy Cloud, their individual look and feel may vary.

To donate with a payroll deduction:

  1. Select a campaign, nonprofit, or impact fund to see its full details and to donate to it.

    1. Depending upon how this item was customized, you may have to select Donate again.

    2. Additionally, you may be able to allocate your donation among selected nonprofit or impact fund recipients.

  2. Select a Payment Method.

    1. Select Change to select Payroll.
  3. Decide how you often you want to donate.

    1. Select Every Pay Period to set up a recurring donation amount.

    2. Select Once to give one time.

  4. Decide how much you would like to donate.

    1. To donate a single amount, select the amount or enter a different amount in Other Amount.

    2. To donate a Salary Percentage, enter your annual salary (between $1,000 and $100,000,000). Select a percentage amount or enter an amount in Other Percentage.

  5. To add or delete a note to a single nonprofit donation, select either Add Note or Delete Note as appropriate. These notes display in your donation history.

  6. Select Donate amount to make your donation pledge.

    1. If you are able to allocate your donation among different nonprofit or impact fund recipients, you are navigated to the allocations page to do so.

    2. Otherwise, a summary of your pledged donation displays. Your pledged donation will be deducted either once or on a recurring basis from your payroll based on your selection.

  7. To allocate your donation among selected nonprofit or impact fund recipients, enter the per-recipient amount.

    1. To add additional recipients, select Add Recipient. You can allocate your donation among up to 20 recipients.

    2. To reset your allocations, select Reset Allocations.

  8. To add, edit, or delete a note to an allocated nonprofit donation, navigate to Actions and select either Add Note, Edit Note, or Delete Note as appropriate. These notes display in your donation history.

  9. Select Donate amount to make your allocated donation pledge. Your pledged donation will be deducted either once or on a recurring basis from your payroll based on your selection.

  10. A summary of your pledged donation displays. Details include the Donation ID, the Total, and the Recipients.

    1. Important: Your employer will enter your payroll deduction into their system. Please contact your employer for more detailed information on protocol and processing.
  11. To return to the campaign, nonprofit, or impact fund details page, select either Return to Campaign, Return to Impact Fund, or Return to Nonprofit, as applicable.

  12. To view your donation history in your profile, select View Donation History.

Bonus Payroll

You can support the causes that are important to you by donating to campaigns, nonprofits, and impact funds. Once you find a cause that interests you, you can donate to it using the available payment methods.

If enabled for your organization, you can select a one-time payroll gift to be drawn from one or several bonus payrolls. Bonus Payroll options may vary based on the settings configured by your organization or workplace.

Note: Because campaigns, nonprofits, and impact funds are fully customizable in Philanthropy Cloud, their individual look and feel may vary.

To donate with a bonus payroll deduction:

  1. Select a campaign, nonprofit, or impact fund to see its full details and to donate to it.

    1. Depending upon how this item was customized, you may have to select Donate again.

    2. Additionally, you may be able to allocate your donation among selected nonprofit or impact fund recipients.

  2. Select a Payment Method.

    1. Select Change to select Bonus Payroll.
  3. Select which bonus payrolls you would like to donate from.

  4. Enter the amount you would like to donate. This is a one-time donation deducted from each selected bonus payroll.

  5. To add or delete a note to a single nonprofit donation, select either Add Note or Delete Note as appropriate. These notes display in your donation history.

  6. Select either Donate amount or Donate amount Per Bonus Payroll as appropriate to make your donation pledge.

    1. If you are able to allocate your donation among different nonprofit or impact fund recipients, you are navigated to the allocations page to do so.

    2. Otherwise, a summary of your pledged donation displays. Your pledged donation will be deducted either once or from each bonus payroll based on your selection.

  7. To allocate your donation among selected nonprofit or impact fund recipients, enter the per-recipient amount. Allocations are donated to your selected recipients from each bonus payroll.

    1. To add additional recipients, select Add Recipient. You can allocate your donation among up to 20 recipients.

    2. To reset your allocations, select Reset Allocations.

  8. To add, edit, or delete a note to an allocated nonprofit donation, navigate to Actions and select either Add Note, Edit Note, or Delete Note as appropriate. These notes display in your donation history.

  9. Select either Donate amount or Donate amount Per Bonus Payroll as appropriate to make your donation pledge. Your pledged donation will be deducted either once or from each bonus payroll based on your selection.

  10. A summary of your pledged donation displays. Details include the Donation ID, the Total, and the Recipients.

    1. Important: Your employer will enter your bonus payroll deduction into their system. Please contact your employer for more detailed information on protocol and processing.
  11. To return to the campaign, nonprofit, or impact fund details page, select either Return to Campaign, Return to Impact Fund, or Return to Nonprofit, as applicable.

  12. To view your donation history in your profile, select View Donation History.

Cash/Check

You can support the causes that are important to you by donating to campaigns, nonprofits, and impact funds. Once you find a cause that interests you, you can donate to it using the available payment methods.

Note: Because campaigns, nonprofits, and impact funds are fully customizable in Philanthropy Cloud, their individual look and feel may vary.

To donate with cash or a check:

  1. Select a campaign, nonprofit, or impact fund to see its full details and to donate to it.

    1. Depending upon how this item was customized, you may have to select Donate again.

    2. Additionally, you may be able to allocate your donation among selected nonprofit or impact fund recipients.

  2. Select a Payment Method.

    1. Select Change to select Cash/Check.
  3. You can donate Once when you select Cash/Check, so it is pre-selected by default.

  4. Decide how much you would like to donate.

    1. Select an amount or enter a different amount in Other Amount.
  5. To add or delete a note to a single nonprofit donation, select either Add Note or Delete Note as appropriate. These notes display in your donation history.

  6. Select Donate amount to make your donation pledge.

    1. If you are able to allocate your donation among different nonprofit or impact fund recipients, you are navigated to the allocations page to do so.

    2. Otherwise, a summary of your pledged donation displays.

  7. To allocate your donation among selected nonprofit or impact fund recipients, enter the per-recipient amount.

    1. To add additional recipients, select Add Recipient. You can allocate your donation among up to 20 recipients.

    2. To reset your allocations, select Reset Allocations.

  8. To add, edit, or delete a note to an allocated nonprofit donation, navigate to Actions and select either Add Note, Edit Note, or Delete Note as appropriate. These notes display in your donation history.

  9. Select Donate amount to make your allocated donation pledge.

  10. A summary of your pledged donation displays. Details include the Donation ID, the Total, and the Recipients.

    1. The United Way will email you instructions on how to send your payment and fulfill your pledged donation.

    2. Once you have fulfilled your pledge, an email confirmation with a tax receipt is sent to you.

    3. Important: Check your spam folder if you do not receive an email after fulfilling your pledge.

  11. To return to the campaign, nonprofit, or impact fund details page, select either Return to Campaign, Return to Impact Fund, or Return to Nonprofit, as applicable.

  12. To view your donation history in your profile, select View Donation History.

Stock

You can support the causes that are important to you by donating to campaigns, nonprofits, and impact funds. Once you find a cause that interests you, you can donate to it using the available payment methods.

Note: Because campaigns, nonprofits, and impact funds are fully customizable in Philanthropy Cloud, their individual look and feel may vary.

To donate with stock:

  1. Select a campaign, nonprofit, or impact fund to see its full details and to donate to it.

    1. Depending upon how this item was customized, you may have to select Donate again.

    2. Additionally, you may be able to allocate your donation among selected nonprofit or impact fund recipients.

  2. Select a Payment Method.

    1. Select Change to select Stock.
  3. Decide how much you would like to donate.

    1. Select an amount or enter a different amount in Other Amount.

    2. Enter the Estimated Total Value, Number of Shares, and Stock Symbol in the Amount section.

    3. Enter the Brokerage Firm, Broker Name, Broker Email, and Broker Phone Number in the Broker Information section.

  4. To add or delete a note to a single nonprofit donation, select either Add Note or Delete Note as appropriate. These notes display in your donation history.

  5. Select Donate amount to make your donation pledge.

    1. If you are able to allocate your donation among different nonprofit or impact fund recipients, you are navigated to the allocations page to do so.

    2. Otherwise, a summary of your pledged donation displays.

  6. To allocate your donation among selected nonprofit or impact fund recipients, enter the per-recipient amount.

    1. To add additional recipients, select Add Recipient. You can allocate your donation among up to 20 recipients.

    2. To reset your allocations, select Reset Allocations.

  7. To add, edit, or delete a note to an allocated nonprofit donation, navigate to Actions and select either Add Note, Edit Note, or Delete Note as appropriate. These notes display in your donation history.

  8. Select Donate amount to make your allocated donation pledge.

  9. A summary of your pledged donation displays. Details include the Donation ID, the Total, and the Recipients.

    1. The United Way will email you instructions on how to send your payment and fulfill your pledged donation.

    2. Once you have fulfilled your pledge, an email confirmation with a tax receipt is sent to you.

    3. Important: Check your spam folder if you do not receive an email after fulfilling your pledge.

  10. To return to the campaign, nonprofit, or impact fund details page, select either Return to Campaign, Return to Impact Fund, or Return to Nonprofit, as applicable.

  11. To view your donation history in your profile, select View Donation History.

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  • Credit or Debit Card
  • Add Card
  • Payroll
  • Bonus Payroll
  • Cash/Check
  • Stock
Philanthropy Cloud
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