Nonprofit Portal User Guides
- How to Create a Login (.pdf)
- Activate Organizational Account (.pdf)
General Portal Info
Demo of the Application Portal:
Returning organizations:
- If you are a returning portal user - you may log-in with your username and password.
- Forgot your username? Request username here.
- If you are a returning organization, but a NEW portal user, you will need an invite code.
- Invitation codes were sent to most contacts in the portal by email.
- Watch the video below to see how to redeem the invitation code to create a portal log-in (hint: click the word "Redeem" in the original email)
My invite code isn't working, can you help?
- Make sure you are linking through by clicking on the word "Redeem" in the email. Invite Codes are very long strings of letters, numbers, and dashes. They look like a registration code for software.
- The "CRM" number in the subject line is NOT the invitation code - that is auto-generated part of the subject line.
- After you have made sure you don't already actually have a log-in with forgot username, email us to request an invite.
I am trying to log-in and it is telling me access denied, what might be going on?
- Confirm your username by requesting it here.
- Check spam or junk filters for an email asking you to confirm your email address. Click the link in the email to complete your setup.
- View the How to Create a Login portal user guide above.
I am trying to reset my password but it isn't showing up in my email. What's up with that?
- Is it going to spam?
- Is it a duplicate email address with someone in the system? Email us for this one.
- Log ins are user specific, not account specific, therefore you will want to make sure you are using the email address that you want the password for.
- If you have tried all of these - you may not have a log-in yet for your email address. Email the Employee Giving Program to see if you need an invite.
Can I save the application and come back later?
Yes, you can log-in and update Parts 1 and 2 of the application.
Part 1 - Update right on the screen and then click submit at the bottom of the page
Part 2 - Scroll down and you will see the application in progress. Click on the blue down arrow and choose continue existing application. Part 3 saves as you click through the answers.
Here is a video showing you how
Is there a short-cut to get back to Eligibility Part 2?
From the homepage, up at the top navigation click on Employee Giving Program and choose Eligibility. From there you can see Part 2 in progress (also see the video in the question above.)
How can I have someone else review the application before we submit?
Anyone on the account (anyone in your contacts) can view the information after they have created their own log-in.
- Make sure they are listed in the contacts in Part 1
- If they do not already have a log-in, you can send them an invite to create one. In Part 1 - choose edit next to the contact and then send invitation.
- Once their log in is created -they can then open up and review it Part 2 - Scroll down and you will see the application in progress. Click on the blue down arrow and choose continue existing application. They can then click through to see the information.
What do you mean by “put term here”?
If a term is not clear, take a look at our implementation guide. (Downloadable PDF) This document defines terms and lists the items we may request to substantiate your answers in the instance of an audit or document request.
How do I delete a contact?
This might be your favorite part! Cleaning up the contacts lists.
To delete:
- Go here to Nonprofit Information
- Scroll down to the contact section
- Click on the blue arrow next to the contact you wish to delete
- Choose deactivate
- It will ask if you are sure, and if you are, say yes!