You must complete all registration steps to have a complete profile in the Causes Portal. Your progress is reflected on the Dashboard and in the top left corner of your profile.
To complete your profile, all of the following steps are required:
1. Register your Account
This involves creating a user account and linking those login credentials to your organization's profile in the Causes Portal.
2. Verify Your Identity
The user verification step allows us to ensure that the right person is gaining access to the cause profile and is authorized to administer the account. This step must be completed in order to access the remainder of the profile.
3. Complete Self-Certification Declaration
Many of Benevity's clients require organizations to self-certify against common eligibility requirements to qualify for inclusion in their workplace giving or matching programs.
Learn more about how to complete the Self-Certification Declaration.
4. Set up Electronic Donation Payments
Organizations in North America:
We recommend completing this step to securely receive donations and avoid the manual cheque fee. You may choose to receive cheque donations and can accept funds from donors in both Canada and the United States; however, if this step is skipped, the section will appear as incomplete.
Organizations outside of North America:
This step is required as we cannot send disbursements without an approved bank account on file.
Learn more about how to sign up for electronic payments.
5. Complete your Profile
This step requires that a Mission Statement and Charity Description be added to your cause profile to tell your supporters more about the work that you do.
Learn more about editing your cause profile.