Benevity for Financial Services
Purpose-driven impact, built for compliance
Financial institutions are under increasing pressure to show measurable social impact — all while ensuring regulatory compliance. Benevity helps you scale employee engagement and streamline compliance in one secure platform.
The trusted CSR platform for top financial institutions, including Capital One, Visa and RBC.
Financial institutions in North America today face immense pressure to balance measurable social impact with evolving regulatory demands. Benevity provides an all-in-one enterprise impact platform that makes it easier than ever to manage employee giving, volunteering and grantmaking — so financial institutions can focus on what matters: driving real community impact.
Chris Lewis, Director, Regional Sales at Benevity
Simplify compliance and minimize risk exposure
Meet compliance effortlessly while amplifying social impact
- Benevity’s nonprofit vetting ensures all donations go to trusted organizations, reducing financial and reputational risks.
- Compliance-ready reporting simplifies CRA, ESG and internal audits, and eliminates manual auditing tasks for your team.
- Our global disbursement network ensures secure, on-time payments with a 99.7% success rate.
Eliminate inefficiencies and maximize impact
Unify giving, volunteering and grantmaking on one platform
- Easily manage all CSR programs in one system, reducing silos and increasing efficiency.
- Track and measure program success with real-time reporting and insights to optimize impact.
- Benevity’s 96% client retention rate proves its effectiveness in driving long-term engagement.
Turn CSR insights into strategic action
Gain enterprise-wide visibility into your social impact programs
- Centralized dashboards provide full transparency across all CSR initiatives, helping teams align on strategy.
- Automated reporting integrates with financial systems, simplifying data-collection and analysis.
- Advanced tracking tools, including CRA tagging and our upcoming Data Export API, enable deeper insights.
📖 Client success story: Learn how USAA’s data-driven CSR strategy led to 1.6 million acts of goodness.
Drive higher engagement with personalized giving
Empower employees to give back with ease
- Offer personalized volunteering and giving opportunities tailored to employees’ interests and values.
- AI-powered recommendations help employees discover causes they care about and get involved.
- Reporting tools showcase company-wide participation and highlight the difference employees make.
📖 Client success story: Find out how Principal Financial Group increased global engagement through inclusivity.
Security, trust and compliance
SOC 2 Type II certified
Benevity undergoes rigorous annual independent audits to ensure best-in-class security and data protection. Secure nonprofit vetting
Our global vetting process continuously monitors nonprofit legitimacy, safeguarding against fraud and ensuring funds go to verified organizations. Data privacy and compliance
We adhere to stringent financial regulations and privacy laws worldwide, ensuring secure handling of sensitive donor and organizational data. Industry-leading security partnerships
Benevity collaborates with top security firms and financial compliance experts to stay ahead of emerging threats and best practices. Continuous threat assessments
Our dedicated security team actively monitors and mitigates risks, leveraging advanced technology to safeguard data and transactions. Global compliance standards
We meet or exceed international security frameworks, ensuring your CSR programs align with the highest levels of regulatory oversight.
Explore solutions from Benevity
Volunteering: Engage employees with flexible volunteering options.
Benevity’s platform offers millions of opportunities, allowing employees to volunteer individually, with colleagues
or virtually. Features include
personalized dashboards, automated processes and instant rewards to recognize contributions.
Giving: Empower employees to support causes they care about.
Benevity’s giving and matching platform enables secure, global donations to over 2 million vetted nonprofits. Employees can make one-time or recurring donations via payroll, credit card, PayPal or Apple Pay, with options for corporate matching to amplify impact.
Customer Engagement: Integrate purpose into your customer experience.
Benevity’s solutions allow brands to add donation capabilities to customer interactions through APIs, public giving sites and charitable gift cards. This approach builds brand trust and loyalty by enabling customers to participate in social impact initiatives seamlessly.
Frequently asked questions
Can Benevity help increase employee participation in corporate giving programs?
Yes! Our platform personalizes the giving and volunteering experience with AI-driven recommendations, intuitive participation tracking and impact reporting. These tools help organizations boost employee engagement and retention while demonstrating real impact.
How does Benevity support global disbursements for financial institutions?
Benevity has a 99.7% payment success rate and partners with a global disbursement network to ensure secure, timely fund distribution. Our regional compliance expertise ensures financial institutions can scale CSR initiatives across multiple geographies seamlessly.
How does Benevity ensure compliance with financial regulations?
Benevity’s platform is SOC 2 Type II certified and designed to help financial institutions meet CRA, ESG and other regulatory requirements. Our secure nonprofit vetting process and comprehensive reporting simplify audits and ensure risk mitigation.
Ready to elevate your social impact?
Benevity helps financial institutions engage employees, support communities, and meet compliance standards—all while making a measurable impact. See why 76% of executives are increasing CSR investments to drive business success.
