Portal Management: CSR Software Vendors

This article provides an overview of CSR software vendors, how they fit into the matching gift submission process, and best practices for registering with and managing these vendors.

Overview of CSR Software Vendors

Why Register with CSR Platforms?

Best Practices for Registration and for Managing CSR Vendor Portals

FAQs: CSR Software Vendors and Matching Gifts

Table: CSR Vendors Registration Overview

Overview of CSR Software Vendors

Corporate Social Responsibility (CSR) platforms play a crucial role in processing matching gift requests. Donors usually submit these requests through third-party CSR platforms to have their company match their donation. Once the donor submits the request, you’ll typically receive a notification or verification email via the CSR platform.

Key Points:

• Purpose: CSR platforms help process and distribute matching gifts from companies.

• Process: Donors submit donation details, and CSR platforms verify and approve matching requests before distributing funds.

• Verification: Nonprofits should regularly monitor and verify matching gift funds.

Why Register with CSR Platforms?

Registering your organization with CSR vendors is essential to maximizing your matching gift revenue. It also streamlines the donation and matching gift process for both your donors and fundraising team.

Benefits of Registering with CSR Vendors:

1. Increased Visibility: Employees of companies with matching gift programs can search for your nonprofit on CSR platforms.

2. Simplified Process: Automates and speeds up the donation matching process for donors and nonprofits.

3. More Matching Gifts: Being registered with more CSR platforms increases your potential to receive matching gifts.

Best Practices for Registration and for Managing CSR Vendor Portals

1. Start by registering with vendors offering auto-submission.

• These platforms automatically submit matching gift requests for donors, making the process much easier.

• • Examples of auto-submission vendors:

    • Millie: Link

    • POINT: Link

    • Selflessly: Automatically registers 501(c)(3) organizations.

    • Field Day: Complete Field Day's Disbursement Preparedness intake form.

    • Uncommon Giving: Link

• Other vendors without auto-submission:

  • Benevity: Link

  • YourCause: Link

  • CyberGrants: Link

  • Bright Funds: Link

  • America’s Charities: Link

  • CharityVest: Link

  • SmartSimple: Link

2. Application & Registration Steps

1. Locate the registration page by searching “Registering a nonprofit with [vendor name]”.

2. Provide your organization’s details, including:

   • Legal name and EIN

   • Address and contact info

   • IRS tax-exempt status letter (for 501(c)(3) verification)

3. Wait for verification from the CSR platform. Once approved, you’ll gain access to an online portal for managing your account and matching funds.

3. Assign Portal Ownership & Management Strategy

• Designate a specific team member to monitor CSR portals regularly.

• Ensure all portal notifications are routed to a shared inbox.

• Log in quarterly to confirm no pending verifications or missed matches.

• Respond promptly to verification requests — some portals (e.g., CyberGrants) require confirmation for funds to be disbursed.

• Track where each match originates using the Corporate Giving Platform column in your Matching Module.

4. Record & Track Matches in Double the Donation

• Update match statuses as follows:

  • Match Complete – funds received

  • Payment Pending – awaiting CSR disbursement

• Review the “Match Initiated” status to identify gifts that have been requested but not yet received.

• Use company contact information in the Donations tab to follow up on outstanding matches.

• Visit the Updating Donor Status article for detailed instructions.

5. Communicate with Donors

• Thank donors who have submitted matches.

• Follow up if the match hasn’t been received to confirm the submission was completed.

• Automated “Thank You” emails in Double the Donation make this process seamless.

6. Train Your Team

• Educating your staff on CSR portals ensures consistency, reduces missed matches during staff transitions, and empowers your team to better support donors.
• Learn more: 3 Ways to Manage the Matching Module

Table: CSR Vendors Registration Overview

Below is an overview of CSR vendors and their registration details. This will help you understand the vendor registration process and associated costs. For the most up-to-date pricing information, please visit the vendor’s website.

CSR Vendors Without Public Registration

Some CSR platforms maintain their own nonprofit databases sourced from partners (e.g., GuideStar/Candid). Nonprofits can update their profiles to ensure accurate information and seamless donation disbursement.

FAQs: CSR Software Vendors and Matching Gifts

Q: What do we do if a donor submits a match, but our organization doesn’t appear in the list of eligible nonprofits?

A: Register with as many CSR vendors as possible to ensure your nonprofit is listed in their databases. This will help ensure your organization appears in matching gift platforms when donors submit their requests. Start with:

• Millie

• POINT

• Selflessly

• Benevity

• YourCause

• CyberGrants

You can also view which vendor each company uses directly in your Double the Donation Matching Module.

Q: How can I track the matching gift funds we receive?

A: You’ll manage your matching gift disbursements through your registered CSR portals.
Most donations will flow through Benevity, CyberGrants, or YourCause. To track them:

1. Use your Matching Module to monitor “Match Initiated” and “Waiting for Donor” statuses.

2. Review the Corporate Giving Platform field to confirm which CSR vendor is handling the match.

3. Follow up with the company if a match has not yet been received.