Involved Portal: Donations & Matching Gifts

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1 Involved Portal: Donations & Matching Gifts Employee User Guide For Internal Use Only / Not for Distribution to the Public

2 Table of Contents Credit Card Donations Page 2 Offline Donations & Matching Gifts Page 8 My Donation History Page 11 Need Help? Call or involved-support@yourcause.com For Internal Use Only / Not for Distribution to the Public

3 Credit Card Donations Search Organization To donate directly to an eligible charity on the Involved portal using the credit card donation feature, select the Give tab, then click Credit Card Donation. For Internal Use Only / Not for Distribution to the Public 3

4 Credit Card Donations Search Organization Enter the organization name or EIN number (no dashes or spaces), then click the blue magnifying glass. Click View Page next to the preferred charity. If your organization is not listed, please use the Advanced Search filters or Suggest a new Org. through the Help button in the top right corner of the site. For Internal Use Only / Not for Distribution to the Public 4

Donate Now button on the top right hand corner.

5 Credit Card Donations Credit Card Payment Process Once you have found the charity you would like to make a donation to, click on the green Donate Now button on the top right hand corner. This will take you to a payment page. For Internal Use Only / Not for Distribution to the Public 5

6 Credit Card Donations Credit Card Payment Process Enter donation amount and the add a designation to direct your donation to a specific program within the organization (optional). FTI cannot verify or guarantee that your designation request will be honored. Employees that wish to reiterate or confirm their designation should contact the organization directly. For Internal Use Only / Not for Distribution to the Public 6

7 Credit Card Donations Credit Card Payment Process Select Payment type and then complete the required payment details. Accept the terms and conditions. Click Next, review the information and click Submit. For Internal Use Only / Not for Distribution to the Public 7

8 Credit Card Donations Request a Matching Gift If you make an online donation that meets the eligibility criteria for a Matching Gift, you will see a pop up window asking if you d like to have the donation matched by FTI. FTI 2014 Credit Card Matching 1. Select one: Match the full amount Match a partial amount Do not match this donation 2. Click Submit A summary of your previous Matching Gifts activities will appear at the bottom of the page. For Internal Use Only / Not for Distribution to the Public 8

9 Offline Donation & Matching Gifts My Giving Record an offline donation (a donation you have made directly to a charity outside of the Involved portal) to keep track of your annual giving or to apply for a matching gift. Involved To start, select the Give tab, then click Offline Donation. For Internal Use Only / Not for Distribution to the Public 9

10 Offline Donation & Matching Gifts Donation Information 1. Select offline type and enter donation amount and donation date 2. Select an organization from Your Favorites OR search by charity name or EIN (advanced search is available) 3. Select a designation for your specific project or cause (optional) 4. Upload a copy of your donation receipt 5. Click Save For Internal Use Only / Not for Distribution to the Public 10

11 Offline Donation & Matching Gifts Request a Matching Gift If you record an offline donation that meets the eligibility criteria for a Matching Gift, you will see a pop up window asking if you d like to have the donation matched by FTI. 1. Select one: Match the full amount Match a partial amount Do not match this donation 2. Click Submit A summary of your previous Matching Gifts activities will appear at the bottom of the page. For Internal Use Only / Not for Distribution to the Public 11

12 My Donation History To view your donation history and the status of your matching gift requests, select the Give tab, then click Donation History on the sidebar. Involved For Internal Use Only / Not for Distribution to the Public 12

13 My Donation History Once you use the system for more than a year, you can view donation details from prior years using the drop down menu. Donation History Tabs: My Donations view details of credit card and PayPal donations Other Donations view details of offline donations and redeemed Cause Cards My Grants view details of processed matches Pending Donations view match requests or donations that have not yet been processed For Internal Use Only / Not for Distribution to the Public 13

Chevron Humankind User Guide May Chevron

Chevron Humankind User Guide May 2017 Table of contents Community home page Search for an organization Make a donation Make a credit card donation Set up a payroll deduction (employees) Edit or cancel