Boost Your Workplace Philanthropy Data

Importing workplace philanthropy data from Benevity, YourCause, Bonterra (formerly CyberGrants), and other platforms shouldn’t be a full-time job. Get more data into your CRM automatically with Omatic Cloud.

benevity, yourcause and cybergrants integration with salesforce

Why More Nonprofits are Focusing on Workplace Philanthropy

Workplace donors are unsolicited, loyal, and often come with an employer match. They are also some of the best major giving and planned giving prospects in your donor pool. But the complexity of workplace philanthropy data makes workplace donor stewardship challenging and results in missed fundraising opportunities.

Corporate philanthropy grew at

2x

the rate of individual giving

(Giving USA 2024 Report)
WP Philanthropy- Inconsistent File Formats from benevity, cybergrants, yourcause and more.

Inconsistent File Formats

Importing data from different workplace philanthropy platforms, each with different formatting and information, is a time-consuming and manual process.

WP Philanthropy- Inconsistent File Formats from benevity, cybergrants, yourcause and more.

Inaccurate or Incomplete Data

Errors in data cause problems with reporting, eroding donor trust over time and limiting opportunities for support from employers.

WP Philanthropy- Data Errors
Graphic showing workplace philanthropy employrs and workpalce donors

Difficulty Personalizing Outreach

Incomplete data, including a lack of historical workplace philanthropy data, make it difficult to tailor outreach to donors or their employers and limits future support.

WP Philanthropy- Data Errors

Losing Loyal Donors After Job Changes

44% of American workers are looking to change jobs in the next 12 months. With better workplace philanthropy data, you can steward workplace donors and lock in support before they move to a new company.

Workplace Giving, Workplace Philanthropy workflow.

Seamless Integration with Your Nonprofit CRM

a diagram of workplace philanthropy integrations through Omatic Cloud

Import Workplace Philanthropy Data with Omatic Cloud

Workplace Philanthropy Webinar Recordings

Frequently Asked Questions