YourCause How-To Guide. User How-To Guide. Need Help? or

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Rhoda Parsons
5 years ago
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1 User How-To Guide

2 Table of Contents Click on the How To Section you would like to jump to. How To: Setup Your Profile How To: Record an Offline Donation How To: Request Match for Offline Donation How To: Make a Credit Card Donation How To: Request Match for Credit Card Donation How To: Request a Board Membership Double Match How To: View Donation History How To: Navigate Volunteering- (Search Events & Log Hours) How To: Use a Cause Card

3 How To: Setup Your Profile

4 How To: Setup Your Profile Get Started Welcome to the PepsiCo Foundation Matching Gift Program! Learn about the program and begin personalizing your giving platform. 1. Click on your Name in the top left corner to access your profile

5 How To: Setup Your Profile My Info This is your profile page. It is your personal page where you can tell your story and support your favorite organizations. 1.Click Edit on the sections of the info page that you would like to complete

6 How To: Setup Your Profile Add a Photo Adding a profile picture is optional. You can also upload additional photos to display in your albums. 1.Click Add Photo to add profile picture 2.Click Browse to search for a photo from your computer 3.Check the Terms of Use and Use As My Profile Photo 4.Pick a photo album to store your photo 5.Click Save then Done

7 How To: Setup Your Profile My Organizations My Organizations is a place to select, manage and display your favorite charities. 1.Click Edit in the My Organizations section to search for your favorite organization by name or EIN 2.Click Select in the search results for the organization you want to add as a favorite 3.Press Save then Done

8 How To: Setup Your Profile Settings Use the settings to manage your privacy and customize the look and feel of your profile. -The Language section allows you to choose from eight different language options -The Theme option allows you to change the color of your profile background Language - Select the language of your choice, then click Edit Language Theme - Select your theme color, then click Save

9 How To: Record an Offline Donation

10 How To: Record an Offline Donation My Giving 1.Select the Give tab, then click on Record Offline Donation

11 How To: Record an Offline Donation Donation Information 1.Enter Donation Amount and Date 2. Select the organization from your Favorites OR 3.Search by Name or EIN (advanced search is available) 4. Proof of Donation Upload receipt as proof of donation. 5.Click Save

12 How To: Request Match for Offline Donation

13 How To: Request Offline Match Apply for Match If your donation adheres to the PepsiCo Foundation Matching Gift Program guidelines, you will receive a match pop-up after submission of your offline donation. 1. Read the Matching Guidelines. 2. Click I certify that the above Statements are true. 3. Click Next

14 How To: Request Offline Match Match Request Details 1. Click either: - Yes, I would like my company to match (must be less than or equal to Donation Amount, eligible against match cap and Donation Amount must be at least $25) - Or No, I do not wish to have this donation matched. 2. Click Submit

15 How To: Make a Credit Card Donation

16 How To: Donate via Credit Card My Giving 1.Select the Give tab, then click on Credit Card Donation 2. Select an organization that you have previously donated to from Your Favorites drop-down menu or enter the organization name and click Search OR 3.Click Search by EIN#, enter the organization s EIN number (no dashes or spaces) and click Search (If your organization is not listed, please click the Info tab > Help > Suggest an Organization of ask for help through or live chat) 4.Select the organization name link in blue if found by using Charity Search

17 How To: Donate via Credit Card Payment Details 1.Click Donate Now (If your organization does not accept donations, please contact 2.Enter Donation Amount 3.Add a Designation (optional) Please note: Our process ensures designations are passed to the organization. However, we do not guarantee they will use your gift in the manner you specify. Please contact the organization directly to make sure they are able to accommodate your request. 4.Enter Billing Address and Payment Details 5.Select Donation Options (optional) 6.Click Next, review the information, then click Submit

18 How To: Request Match for Credit Card Donation

How To: Request Credit Card Match Apply for Match If your donation adheres to the PepsiCo Foundation Matching Gift Program guidelines, you will receive a

19 How To: Request Credit Card Match Apply for Match If your donation adheres to the PepsiCo Foundation Matching Gift Program guidelines, you will receive a match pop-up after submission of your offline donation. 1. Read the Matching Guidelines. 2. Click I certify that the above Statements are true. 3. Click Next

20 How To: Request Credit Card Match Match Request Details 1. Click either: - Yes, I would like my company to match (must be less than or equal to Donation Amount, eligible against match cap and Donation Amount must be at least $25) - Or No, I do not wish to have this donation matched. 2. Click Submit

21 How To: Request a Board Membership Double Match

22 How To: Request a Board Membership Double Match 1.Select the Program tab, then click on BOARD MEMBERSHIP

23 How To: Request a Board Membership Double Match 1. To ensure your contributions are eligible for a double match, first you must log your board position.

a board member, select your charity to make your donation.

24 How To: Request a Board Membership Double Match 2. To maximize your contributions to the organizations where you serve as a board member, select your charity to make your donation. Please Note: Only Credit Card and Offline donations are eligible for board membership double matches.

25 How To: Request a Board Membership Double Match Continue to complete the form based on the type of donation you are doing. Credit Card Offline With a Credit Card donation you can make the donation and request a match as one step. However, the Credit Card donation is not immediate to the charity it will be deducted from your card immediately, but the donation will not be received by the organization until 6-10 weeks later, at the same time as the match funds. Select this donation method if you already gave the donation to your charitable organization -OR- if there is time sensitivity in the organization receiving your donation. The organization will receive your initial donation and then the match funds will follow 6-10 weeks later.

26 How To: Request a Board Membership Double Match 3. Final step is to send an requesting that you would like to have your donation double matched. will auto populate and you can customize as needed. YourCause, the program administrator, will validate board membership prior to applying the double match.

27 How To: View Donation History

28 How To: View Donation History 1.Select the Give tab, then click on Donation History

29 How To: View Donation History Scheduled donations are deductions that have been entered but not yet hit the processing cycle. *More information is available via the What is this? option on the page.

and/or match has not yet made it to the organization.

30 How To: View Donation History In-Process shows donations that are in the processing cycle but the full donation and/or match has not yet made it to the organization. * More information is available via the What is this? option on the page.

31 How To: View Donation History The Status column is used to display the initial donation information. The Match Status column is used to display the donation matching information. NOTE: If your donation does not have a match, the Match Status column will remain blank.

How To: View Donation History Status Definitions: Processing - Your match request has been approved and we are working on

Additional information around PepsiCo s giving guidelines and processing timeframe can be found in the FAQs located under the

We sent the funds to the address listed on the charity s page in the Administrators database.

32 How To: View Donation History Status Definitions: Processing - Your match request has been approved and we are working on getting the donation sent to your charity. Additional information around PepsiCo s giving guidelines and processing timeframe can be found in the FAQs located under the Info tab. In-transit - Your donation has been issued and sent to your charity. We sent the funds to the address listed on the charity s page in the Administrators database. Click the blue In-Transit text to retrieve the check number. Complete - Great News! We have received confirmation that the funds have been deposited by your selected charity. Once the transaction is complete, the line item will move from the In-Process section to the Donation History section.

33 How To: View Donation History The Donation History section will display any donations in which the status and the match status are Complete. Please keep in mind that this section shows the last 3 months of your donation history. *If you would like to see more or less information, you can use the date filter to select the timeframe or exact dates for which you would like to view your completed donations.

34 How To: View Donation History

35 How To: Navigate Volunteering- (Search Events & Log Hours)

36 How To: Navigate Volunteering My Events My Events is your personal volunteer dashboard where you can log past and future service hours. Log New Hours is a place to simply log the volunteer hours that you have or plan on providing for an event.

37 How To: Navigate Volunteering My Events You can Edit, Copy, or Delete a past or future event by selecting one of the options (shown here).

38 How To: Navigate Volunteering Log New Hours You can log past and future event hours within Log New Hours. 1. Click the Volunteer tab at the top. 2. Click Log New Hours.

39 How To: Navigate Volunteering Log New Hours Once on the Log New Hours page, you will be directed to the Event Summary. Here you will be able to enter the general details for your event.

40 How To: Navigate Volunteering Log New Hours When selecting Virtual Event, you will no longer have the option to enter a location. To return to the option to enter a physical location, you can select Add An Address.

41 How To: Navigate Volunteering Log New Hours When selecting Select an Organization, you will see the option to select a charity from Your Favorites. You can also search for a new organization or add your own.

42 How To: Navigate Volunteering Log New Hours If you select Search for an Organization, you will see this pop up. You can search by the EIN or the organization s name. There is also an Advanced Search option to allow you to further narrow your search.

43 How To: Navigate Volunteering Log New Hours If you select Add Your Own, you will see this pop up. You can search for an organization that you have already added through this option in the past OR you can enter the details for a new organization that you would like associated with this event. **NOTE: This option should only be used for an organization that is not listed on the site.

How To: Navigate Volunteering Log New Hours Once you have finished the Event Summary, you can move to the Manage Participants section on the lefthand side of the page.

44 How To: Navigate Volunteering Log New Hours Once you have finished the Event Summary, you can move to the Manage Participants section on the lefthand side of the page. You can also get to this section by clicking Log Hours for Others. By selecting the Add More Details button, you will be taken to the section that allows you to add more information about your event. If you will not be adding any further detail, select the Done button to return to My Events.

45 How To: Navigate Volunteering Log New Hours From Manage Participants, you can view and add participants. The following details are available for the participants: Total Hours Logged Company Time Participation Date/Time

46 How To: Navigate Volunteering Log New Hours If you will not need to add any further details to the event, you will need to select the Done button at the bottom of the page. However, if you would like to add more detail for your event, you will need to click the Add More Details button.

47 How To: Navigate Volunteering Log New Hours The Add Details Section is available to add further information about your event. **NOTE: The Log Hours for Others button will take you back to the Manage Participants tab.

48 How To: Navigate Volunteering Log New Hours The Description tab allows you to add further description to this specific event.

49 How To: Navigate Volunteering Log New Hours The Category and Type tab allows you to distinguish which category and type for this event.

How To: Navigate Volunteering Log New Hours The Contact Name & Email tab allows

50 How To: Navigate Volunteering Log New Hours The Contact Name & tab allows you to provide the name and information for the lead contact for this event.

51 How To: Navigate Volunteering Log New Hours The Location Details tab allows you to provide the information regarding the event location. Please note there is an option for a Virtual Event if the event was not held at a physical address.

52 How To: Navigate Volunteering Create Event (Recruit) Please Note: Only PepsiCo approved admins are able to create events. This option will not appear for non-admins. Create Event (Recruit) is a way for others to join and participate in events. These events are available to search and join by other employees. Event organizers have the ability to edit the information at any time through the My Events page. 1. Click the Volunteer tab at the top. 2. Click Create Event (Recruit).

53 How To: Navigate Volunteering Create Event (Recruit) Just as in Log New Hours, you have the Event Summary, Manage Participants, and Add Details options on the left-hand side of the screen. Options for Event Summary include: Event Name Date & Time Event Repeats (option) Location Organization

54 How To: Navigate Volunteering Create Event (Recruit) If you select Search for an Organization, you will see this pop up. You can search by the EIN or the organization s name. There is also an Advanced Search option to allow you to further narrow your search.

55 How To: Navigate Volunteering Create Event (Recruit) If you select Add Your Own, you will see this pop up. You can search for an organization that you have already added through this option in the past OR you can enter the details for a new organization that you would like associated with this event. **NOTE: This option should only be used for an organization that is not listed on the site.

56 How To: Navigate Volunteering Create Event (Recruit) At the bottom of the Event Summary, you will have these options. Just as in Log New Hours, you are able to select if you would like to Manage Participants or Add More Details. Save & View will save your event provided that all required information is entered. **NOTE: You will not have the option to select Manage Participants if the event is in Draft mode.

57 How To: Navigate Volunteering Create Event (Recruit) Within Manage Participants, you will have three tabs: Participants Shifts & Activities Waitlists **NOTE: There is also an option to Export Participants which will provide an Excel export of the participants for this event.

58 How To: Navigate Volunteering Create Event (Recruit) The Participants tab is where you will be able to add yourself, as well as others, to the event. Should you choose to add individuals, you will see this pop up that will ask for the full name, partial name, or of the employee you would like to add.

59 How To: Navigate Volunteering Create Event (Recruit) At the bottom of the Manage Participants section, you will see these options. Add More Details will direct you to the Add Details section to add more information about the event. Save & View will save the event and direct you to the official event page.

60 How To: Navigate Volunteering Create Event (Recruit) The Add Details Section is available to add further information about your event.

61 How To: Navigate Volunteering Create Event (Recruit) The Description, Photo & Documents section is where you can add the description detail, upload a photo, or upload a document for your event.

62 How To: Navigate Volunteering Create Event (Recruit) The Category and Type section is where you can edit the event type and event category for your event.

How To: Navigate Volunteering Create Event (Recruit) The Contact Name & Email tab allows you to provide the name and email information for the lead

63 How To: Navigate Volunteering Create Event (Recruit) The Contact Name & tab allows you to provide the name and information for the lead contacts for this event. Please note you can also add a phone number, role, and whether or not you would like this contact s information to show on the event page.

64 How To: Navigate Volunteering Create Event (Recruit) The Location Details tab allows you to provide the information regarding the event location. Please note there is an option for a Virtual Event if the event was not help at a physical address.

65 How To: Navigate Volunteering Create Event (Recruit) The Event Capacity & Waitlist tab specify if the event is open for an unlimited number of volunteers or note if there is a maximum capacity for participation.

66 How To: Navigate Volunteering Create Event (Recruit) The Activate Shifts & Activities tab allows you to enter preferences for shifts and activities for this specific event.

67 How To: Navigate Volunteering Create Event (Recruit) The Time Default Participation Hours tab allows you to specify a default for hours associated with participants as they sign up for the event. They will still have the option to edit their hours after joining the event.

68 How To: Navigate Volunteering Create Event (Recruit) The Activate T-Shirts tab allows you to select the sizes that you will distribute (provided that your event will have t-shirts).

69 How To: Navigate Volunteering Create Event (Recruit) The Event Privacy tab allows you to specify if this event will be public (available in the Volunteer Search) or private (invite-only). **NOTE: The option to make an event private will not be available while the event is in Draft mode.

70 How To: Navigate Volunteering Create Event (Recruit) Once you are completely finished setting up the event, you will want to select the Save & View button at the bottom of the page.

71 How To: Navigate Volunteering Search Events Search Events will allow you to search for events while providing tools to help narrow your search and locate a volunteer event that best fits your criteria. 1. Click the Volunteer tab at the top. 2. Click Search Events.

72 How To: Navigate Volunteering Search Events Select search filters to narrow down results. Events can be displayed on a Calendar and Map view.

73 How To: Navigate Volunteering Search Events Filter your search by: Open Events Virtual Events Ongoing Events Narrow your search by selecting an event start date, end date, country, and/or city/state. **NOTE: If you are looking for an event outside your area, please ensure Show Events Near Me is not selected. **Click Update Search button once you have entered the appropriate filters.

74 How To: Use a Cause Card

75 How To: Use a Cause Card Guidelines Cause Cards are issued after the end of each quarter. Qualifying criteria is as follows: 1. Minimum of 10 hours of volunteer time must be logged between the start and end date of each quarter. 2. The participation date of the time must be between the start and end date of the quarter to count towards the Cause Card. 3. Volunteer time must be associated with a 501c3 organization in order to count towards the Cause Card. 4. Each employee will have until the end of the following quarter to redeem his/her card before the reward will expire. 5. The Cause Card amount will equal $ Full-time and part-time regular U.S. based employees are eligible to participate in the program. *NOTE: Only one Cause Card per employee per quarter will be issued. See FAQ for additional information.

76 How To: Use a Cause Card Notification of Eligibility Each eligible employee will receive a notification through the site. This message will also be viewable in the Messages section of the site.

How To: Use a Cause Card Redeem Your Cause Card Follow these steps to redeem your Cause Card: 1. Visit the PepsiCo Community at http://pepsico.yourcause.com 2.

77 How To: Use a Cause Card Redeem Your Cause Card Follow these steps to redeem your Cause Card: 1. Visit the PepsiCo Community at 2. Search organizations by clicking on the Charities > Search Organizations 3. Select your Organization 4. Click on the 'Redeem Card' link to direct your funds NOTE: You can only redeem your Cause Card for an organization that meets the PepsiCo Foundation matching criteria.

78 How To: Use a Cause Card Redeem Your Cause Card After selecting the Redeem Card option, you will be directed to this page to complete your Cause Card donation. *Select the Next button when you are ready to continue.

79 How To: Use a Cause Card Redeem Your Cause Card After selecting the Next option, you will be directed to this page to review your Cause Card donation. *Select the Submit button when you are ready to continue.

80 How To: Use a Cause Card Review Submitted Cause Card To view a Cause Card reward that has been submitted to an organization, you will need to follow these steps: 1. Select the Give tab > Donation History. 2. You Cause Card reward will be reflected in the Other Donations section.

81 Contact Information

Community Involvement Platform Employee User Guide

Community Involvement Platform Employee Table of Contents Click on the section to learn more. Set up a Profile Find a Charity Log New Hours Create Event (Recruit) Search for a Volunteer Event Participate