How to make a donation in SunCares. Quick Reference Guide

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Transcription:

How to make a donation in SunCares Quick Reference Guide

Table of Contents: 3. STEP 1: Accessing SunCares 4. Making a donation 2 options 5. Logging into SunCares for the first time 6. Access SunCares from inside the Suncor network 7. Access SunCares from outside the Suncor network 8. STEP 2: Searching for an organization 9. How to make a donation to your favourite charity or non-profit organization 13. How to make a donation by exploring causes 17. STEP 3: Making your donation 18. Donate Now: How to complete your donation form 20. Donate Now: One-time donations 21. Donate Now: Recurring donations - Payroll 22. Donate Now: Recurring donations - credit card & PayPal 23. Donate Now: With your giving account balance 24. Donate Now: How to complete the donation form 25. How to make changes to your recurring donations 26. How to make changes for your recurring donations 2

STEP 1: Accessing SunCares

Making a donation: Two options 1. Make a donation to your favourite charity or non-profit organization 2. Explore causes to find charities and non-profits that support a cause you care about

Logging into SunCares for the first time Go to SunCares on The Core and click Access SunCares Select your sharing settings. This information will be shared with the organization(s) you make a donation to. Read the Terms of Use and Privacy Policy before checking the acknowledgment box. Create a unique password Click Submit to be directed to 5 SunCares.

Access SunCares from inside the Suncor network Go to SunCares on The Core and click Access SunCares 6

Access SunCares from outside the Suncor network Go to SunCares on Suncor.com and click Access SunCares Enter your 8-digit employee ID number to login. If your ID number is not 8-digits please add the corresponding zeros at the beginning (1384 would become 00001384). Enter your password Click Sign in 7

STEP 2: Searching for an organization

How to make a donation to your favourite charity or non-profit organization

How to make a donation to your favourite charity or non-profit organization If you would like to make a donation to your favourite charity or non-profit organization, select Search 10

How to make a donation to your favourite charity or non-profit organization Type the name of the organization and select Search 11

How to make a donation to your favourite charity or non-profit organization Select Donate Now for the organization of your choice 12

How to make a donation by exploring causes

How to make a donation by exploring causes Once logged into your SunCares account, select Make a Donation along the main navigation bar 14

How to make a donation by exploring causes To browse cause categories, select Explore Causes 15

How to make a donation by exploring causes From the Explore Causes page, select a category you care about and click that box SunCares will filter a list of organizations that support the cause you care about based on your work city. Select Donate Now to make your donation 16

STEP 3: Making your donation

Donate Now: How to complete the donation form

Donate Now: How to complete the donation form Once you have selected Donate Now, follow the steps in the form to complete your donation You can make a one-time donation or choose to make a recurring donation via Credit Card, PayPal, Payroll Deduction or by using your Giving Account Balance 19

Donate Now: One-time donations Enter a one-time donation amount Select One-time under Choose a Donation Frequency Select Credit Card, PayPal or Payroll Deduction Once you have entered all your donation information, select Next: Confirm Donation 20

Donate Now: Recurring donation - Payroll Enter the donation amount you would like to make PER PAY CHEQUE. Do not enter a total amount for the year. If you have a yearly donation amount you want to contribute, divide it by 26 (there are 26 pay periods in a year) to get your per-pay donation. E.g., if you want to donate $260 per year then enter $10. Select Recurring under Choose a Donation Frequency. The first payroll deduction will occur January 4, 2018. You have until December 18, 2017 to make any changes you want reflected on your January 4 deduction. Deductions will continue to come off each pay cheque until you edit or cancel your recurring donation in SunCares. Select Payroll Donations Once you have entered all your donation information, select Next: Confirm Donation 21

Donate Now: Recurring donations Credit Card & PayPal Enter the recurring donation amount you would like to have charged to your Credit Card or PayPal account. This is the MONTHLY amount that will be charged to your Credit Card or PayPal account. Select Recurring under Choose a Donation Frequency. Select either Credit Card or PayPal Donations are deducted on the 27 th of each month, until you edit or cancel your recurring donation. Once you have entered all your donation information, select Next: Confirm Donation 22

Donate Now: With your giving account balance Use your Giving Account balance to make your donation. Your Giving Account includes any Rewards you have received through SunCares and/or funds you have previously donated into your account or received through the Three Things for Canada campaign. Donations made from Your Funds account must be donated to a Canadian registered charitable organization or an organization with 501 (c) (3) status in the United States or the international equivalent 23

Donate Now: How to complete the donation form Review what you have entered into the donation form carefully Check whether you are making a onetime or recurring donation If you need to change what you have entered, select Make changes to this donation If the donation information is correct, select Submit Donation 24

Donate Now: How to complete the donation form You will see a confirmation page with details. Thank you for supporting your community! Contact suncares@suncor.com if you have questions or need assistance. 25

How to make changes for your recurring donations Please refer to the How to edit your recurring payroll donations reference guide located on the Core for detailed instructions.