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CSRtrax

Community Giving & Sponsorship Software

Support communities where your employees live and work
with easy-to-use software for
Community Giving, In-kind Donations and Sponsorship Management.

Community Giving & Sponsorship Software

Community Giving & Sponsorship Software

Feature Summary

Enjoy an all-in-one cloud software tool to manage inbound donation and sponsorship requests.

Enjoy central oversight, flexible program management, and robust reporting to simplify administration of both global and local programs including community giving, in-kind and sponsorship management.

Central oversight allows you to easily create & replicate programs to manage community giving & sponsorship requests across all company locations including setting specific criteria such as geo-location and other eligibility requirements.

GivingTrax supports large retailer and consumer brands’ Community Giving Programs with easy to use software tools to manage donation and sponsorship requests at the store level, allowing brands to aggregate and share their total community giving across all locations.  
An intuitive dashboard allows store managers to view and approve local requests for donations and sponsorships to nearby schools, nonprofits and community organizations.

Geo-location allows you to create “giving zones” using store or location trade areas.  If the recipient organization is located within your giving zone and meets your other criteria, their request will be allowed through to your dashboard view.   

Your corporate giving zone can be as narrow as a 1-mile radius around each store or company location.

Larger enterprises may set corporate controls, then delegate local management of community giving and sponsorship requests.

You can replicate just about anything across all your locations, even public content on your dedicated pages instantly.    All locations roll-up to corporate so you can view and selectively share cumulative real-time corporate philanthropy and community engagement across your entire enterprise.

  • Authorize Users by Location or Group
  • Set and Track Multiple Budgets by Location
  • View all Locations or Filter to Specific Location
  • Re-assign requests to a sub-location or group
  • Replicate Criteria with One-Click
  • Replicate all Program Content with One-Click

High Volume got you down?

Some companies receive extremely high volumes of requests daily, week after week.  You can now breathe easier with options to activate system-generated declines based on a variety of criteria.

Auto-Scoring

Auto-scoring of applications ensures your team focuses on applications that are aligned with company goals.   Optionally, you may turn on auto-decline of requests that are outside of the desired range.

Choose to insert standard forms into your request application or use the forms builder to create desired applications.

The flexible forms builder supports any type of giving and sponsorship application that may be needed.  Create different request application forms for each program as needed. 

In most cases, we can replicate your current community giving, in-kind or sponsorship application.   If desired, we will include your request application in a tailored demo of the system. 

Requests display in an easy-to-use list within a table.   

Keep your queue in order with a flexible queue manager.  Search, filter and quick links allow management of even the largest volume queues.

View donation and sponsorship request details to see all the information you need, right at your fingertips.  Approve, decline or defer Requests with ease. 

Quick links make it easy to view & share information such as request details, editing, accessing business admin controls, along with printing & emailing.  Additionally, using biz admin controls, you may assign budgets; attach additional documents and track fulfillment & Impact.

Standard options for evaluating applicants include:  Approve, Decline, Defer, and for those requiring specific workflows, Advance (to the next step).

Customizable acknowledgment approval, defer and decline messages are auto-sent as actions take place in the system. 

GivingTrax ensures that applicants receive a confirmation message, tracking number and estimated timeframe when they may receive a reply.

GivingTrax supports configurable workflows to match the approval process of larger companies, including the ability to authenticate and set access credentials for multiple users or committees based on the step in the workflow they are authorized to manage. 

Organization vetting uses both publicly available data, such as government-issued certification letters and government charity databases.   

To enhance the experience for recipient organizations and to provide more details for further vetting,   each organization in GivingTrax has the ability to create a profile and public page to share.

The nonprofit or school organization profile includes information about the organization, their government-issued Tax ID number, country-specific certifications or accreditation(s),  and a complete history of all their prior tax returns.

Flexible notification settings ensure the right people on your team are notified when action is needed on a donation request.

Community Giving & Sponsorship Software

Benefits


Connect to causes you care about and share your impact as it unfolds.

Engage Global or Local


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Manage all aspects of global or local community giving, sponsorships and in-kind contributions in one place with easy-to-use cloud software.

Central Oversight


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Set criteria for local giving and sponsorship programs including geographic giving zones to support the communities where your employees live and work.

Flexible Program Administration


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Flexible controls allow you to easily manage giving & sponsorship programs on a market-by-market basis across many locations.
With GivingTrax, it's easy to:
Manage all aspects of global or local community giving, sponsorships and in-kind contributions in one place with easy-to-use cloud software.
With GivingTrax, you will enjoy:
Flexible controls to easily manage giving & sponsorship programs on a market-by-market basis across many locations.
With GivingTrax, you can:
Set common criteria for local giving and sponsorship programs including geographic giving zones to support the communities where your employees live and work.
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Branded Pages

Create and share a customized page that reflects your brand image, community giving, in-kind and sponsorship programs.

GivingTrax allows you to share your company’s impact as you approve requests with real-time updates to your page.

Branded pages allow you to start accepting donation and sponsorship applications without the need to update your company website.

Optionally, embed GivingTrax or add a link to your new application form directly on your website allowing applicants to complete requests online.

GivingTrax makes it easy to see & share your social impact with branded pages.