Employees & Donors

Volunteer Match Request

Once you have met the minimum required service hours for your employers’ program, you may select the volunteer activities previously saved on your dashboard and submit them for a match.  To do so, follow these steps: a). Click on -> Volunteer Service Hours tab in your dashboardb). Select desired activity to include in the matching …

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Adding Volunteer Service Hours

a). If your employer allows the ability to track volunteer hours, you will see the ability to do so, along with the ability to search for volunteeer opportunities. To add volunteerism activity: Click -> Add Volunteer Hours button  b). Search for Organization c). Select the Desired Organization d). At Organization Summary view, Click: Save & …

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Requesting a Match for Recurring Donations

GivingTrax allows you to create one-time, monthly, quarterly, or annual donations to causes. When the subsequent donation is processed, you will receive an emailed receipt. To request a matching contribution from your employer, log into GivingTrax and navigate to the My Donations tab. To send a matching request for a subsequent recurring donation:

Managing Recurring Donations:

GivingTrax allows you to donate one-time or donate automatically on monthly, quarterly or annual frequency. The option to choose one-time, monthly, quarterly or annual is presented on the payment view, when making donations in GivingTrax. To access and manage recurring donations,  follow these steps: a). Click: “My Profile” in top menu  b). Select: Subscription Info …

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Donating in GivingTrax

a). To donate in GivingTrax, select from the top menu item, Projects, if turned on by your employer, select a favorite, or Click: “Donation $$” b). Search for desired charity by name, Tax ID number or by cause category. c). Select desired cause in results list   d). The system will return the organization’s tax …

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My Profile 

Access your user profile from the top menu (hamburger icon on mobile) to manage your personal account. My Profile provides access to the following items in your account:  

Dashboard Overview

The employee dashboard capabilities are managed by employers.   Some capabilities may not be visible, if they are not supported by your employer.  The following is a general overview of capabilities that are commonly implemented. There are two menus in the employee view: Desktop Dashboard View: Mobile Responsive Dashboard View:  Upper area Lower Area: Dashboard …

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