A walkthrough for Nonprofits
June 16, 2026 / 11:00 a.m. ET - 5:00 p.m. CET
Benevity has reimagined the Causes Portal experience — and this session is your guided tour.
Join us for a live walkthrough of the new financial suite built specifically to give your team back the time, clarity, and confidence to focus on what matters most: your mission.
Watch the recording now to learn how to:
- Navigate the new portal experience — explore the unified interface, persistent sidebar navigation, and account progress tracker that connects everything in one place.
- Forecast your incoming funds — with aggregated totals displayed in your local currency, across all disbursing Benevity Foundations.
- Reconcile in minutes, not hours — use the new Disbursement Reporting Dashboard and consolidated multi-select export to match deposits without the manual spreadsheet work.
- Find any transaction instantly — search by donor name, email, company, or transaction ID and link directly to the disbursement report that contains it.
Whether you're an accountant closing out the month, a director planning for the quarter, or a gift officer responding to a donor inquiry, this session is built for you.
You can also find all our webinar recordings and resources anytime in the Guidance and Engagement section of the Nonprofit Help Center.
Speakers:
- Miranda McGeean — Manager, Product Marketing - Benevity
- Erin McLean — Manager, Nonprofit Product - Benevity
- Ashlee Runn - Manager, Nonprofit Support - Benevity