[westurner]

> Our matching system issues an identical grant from the fund of the matching company. It goes out in the same grant cycle as the employee grant so they go together.

So the system creates a separate transaction for the original and the matched donation with each donor's name on the respective gift?

How do users sync which elements of their HR information with your service? IDK what the monthly admin cost there is.

There are a few HR, benefits, contracts, and payroll YC companies with privacy regulation compliance and APIs https://www.ycombinator.com/companies/?query=Payroll

https://founderkit.com/people-and-recruiting/health-insuranc...

[Leonidas243]

Separate data records, yes, separate payment, no. The charity receives one consolidated check in the mail each month across all donors (one payment), and the original donor's grant will be on the data sheet as well as the matching grant from the company's corporate fund (separate records).

Today, users create their accounts directly with our app, and they are affiliated with their corporation in our app via their email address. So we don't integrate with any HR information.

Administrators of the program can add and remove employees via copying and pasting email addresses (can add/remove many at a time). We aim to integrate with HR systems of record in the future to make this seamless.

[westurner]

Thanks for clarifying.

Do you offer a CSV containing donor information to the charity?

Do you support anonymous matched donations?

Can donors specify that a donation is strongly recommended for a specific effort?

...

3% * $1000/yr == $2.50/mo * 12mo

[Leonidas243]

CSV: yes if they request we’ll happily provide.

Anonymous: yes it’s an option on our grant screen

Specific efforts: yes on the grant screen we enable donors to add a “specific need” they’d like their grant to fund.

:-)

[westurner]

Outstanding. CSV would be helpful for recognizing donors in e.g. annual and ESG/CSR reports.

[westurner]

It may be helpful to integrate with charity evaluation services to help donors assess various opportunities to give.

Charity Navigator > Evaluation method https://en.wikipedia.org/wiki/Charity_Navigator#Evaluation_m...

[Leonidas243]

We love the idea of layering in rich information to help donors make informed decisions! We just want to be really thoughtful about the experience. So we plan to get there, it just may take us some time.