Benevity is redefining the nonprofit financial experience.
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This session is your guided tour. |
We are moving beyond basic transaction reporting to launch an intuitive financial suite that streamlines your reconciliation and provides total data transparency. This shift eliminates administrative friction, reclaiming your team's time from multiple manual spreadsheets to focus entirely on scaling your mission and impact.
To ensure a seamless transition, Benevity is rolling this out gradually across all organizations throughout April. Updates begin on April 7th, however, because this is a phased rollout, your organization may be transitioned at any point during the month. When your update is ready, it will happen automatically so there is nothing you need to do on your end except look forward to a better experience.
Say goodbye to manual reconciliation!
This modernized suite eliminates manual reconciliation by reducing administrative friction with consolidated reports, providing real-time financial predictability through local-currency forecasting dashboards, and deepening donor connections with instant transaction visibility — empowering your team to turn faster funding into immediate impact.
A modernized, unified portal experience
We’ve modernized the Benevity Causes Portal with a new, intuitive user interface that serves as your central gateway to all Benevity tools. This redesign provides a streamlined, enterprise-grade workspace that makes managing your organization’s profile and finances easier than ever.
- Modernized navigation: A new persistent menu, header and footer ensure a cohesive and simplified experience
- Seamless access: New login routing takes you directly into this updated workspace, providing a user-friendly foundation from the moment you sign in.
- Built for growth: This scalable technical foundation is designed to support future portal enhancements without ever disrupting your existing workflows.
Want to learn more about the new portal experience?
Forecasting Dashboard
The new centralized home page offers real-time visibility into all funding activity, statuses, and trends across all disbursing Benevity Foundations. It delivers true financial predictability by showing exactly what funds are coming and when.
- Real-time funding totals: Aggregated cards display your current totals for funds that are Accumulating, Pending Approval, or Completed, so you always know your pipeline status.
- Automatic local currency conversion: All totals are automatically calculated and displayed in your organization's native currency, eliminating manual FX conversions and allowing you to plan programs with confidence.
- Comprehensive disbursement history: A new table provides clear statuses and explanatory tooltips, with advanced filtering by date and status for rapid financial research.
Want to learn more about the Forecasting Dashboard?
Transaction Search
This dedicated search tool allows you to instantly look up and filter individual donor transactions and grant details without downloading a single report. It eliminates the "needle in a haystack" problem, providing the granular visibility you need to verify gifts and thank donors in real-time.
- Multi-criteria filtering: Quickly locate any donation by searching for a donor’s name, email, company name, or specific Transaction ID.
- Targeted visibility: Use project-level filters to isolate donations assigned to specific initiatives and track their status from "Donated" to "Included in Disbursement."
- Direct reconciliation: Each transaction includes an "Open Report" link, bridging the individual gift directly to its corresponding financial disbursement report for seamless record-keeping.
Looking to verify a gift without digging through reports?
Disbursement Reporting & Export Tool
This overhauled, interactive dashboard is built for seamless financial reconciliation. Donations can now reach your bank account in 14 to 21 days, and this new portal experience was built specifically to help you make the most of that momentum.
- Consolidated multi-select exports: Select multiple disbursement rows and download them as one unified file—no more manually merging dozens of fragmented, multi-currency reports.
- Precision filtering: Drill down instantly by Bank Reference ID, Disbursement IDs, or specific date ranges to find exactly what you need for your books.
- One-click sorting: Use quick status toggles (Accumulating, Pending, Complete) to organize your view and prioritize the transactions that need your attention most.
Want to get the most out of your disbursement reports?
- Accelerating Impact: Faster Global Disbursements
- How do I create a disbursement report and download it?
- Where do I find exported disbursement reports?
FAQ
How do I access the new experience?
There is no setup required. Starting April 7th, organizations will be automatically transitioned to the new portal experience as part of a phased rollout throughout the month of April.
Can I still access the old portal view?
Yes. To assist your team during this transition, a "Back to Classic View" link will remain available in your sidebar for six weeks post-launch.
Why is Benevity making this change now?
Benevity is moving toward a faster, weekly disbursement cadence - and we built this new financial suite specifically to make sure that change works for your organization, not against it. Without it, the number of individual reports your team receives would quadruple — from approximately 11 to over 80 per month for top organizations — creating a massive administrative burden.
How do I know if my account is fully set up?
The vertical navigation now includes a clear progress indicator for account completion. This shows you exactly which steps remain to activate your profile fully and is updated in real time.
Where can I find a walkthrough of these features?
Once your portal updates, follow the interactive in-app guides for a step-by-step tour.
You can also join our webinar on June 16, 2026 — Less Admin, More Clarity: Inside the New Benevity Causes Portal — for a live guided walkthrough for nonprofits.