If you are a returning portal user - you may log-in with your username and password!
Forgot your username? Request it here.
If you are a returning organization, but a NEW portal user, you will need an invite code.
These were sent to most people by email.
Here is how you redeem it (hint: click the word "Redeem" in the original email)
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
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.)
Anyone on the account (anyone in your contacts) can view the information.
If a term is not clear, take a look at our implementation guide. (Downloadable PDF) These are the items we may request to substantiate your answers in the instance of an audit or document request.
This might be your favorite part! Cleaning up the contacts lists.
We are not sure why - but sometimes this questions gets a little fickle. Luckily, the fix is super easy:
On the question: For this financial statement was the nonprofit's gross annual income:
Re-choose your answer. This will trigger the logic for next question in the sequence to appear.
Junelle - we love you, and the emails, the emails are pretty funny. But I thought I was done! Why I am still getting them? Now, I am worried, did you not ACTUALLY get my application?
So... here's the deal - until this system, we didn't actually have any way of pulling you out as we went. If you get a personalized reminder from me it is because I spent hours reconciling who has and hasn't applied yet, creating a beautiful mail merge and then reaching out. As of this moment our email lists are our email lists. If you get one - you get all.
I know that kinda sucks and I don't want to spam you! Which is why.... we are going to this system :)
In the future, I should be able to send more targeted emails and only lovingly nudge those who actually need the nudge. Isn't that exciting?!! So, hang with me! We are almost there my friends!