Getting Started with the New Causes Portal

The Causes Portal has a new look! The redesigned portal brings all your nonprofit tools - reporting, transaction search, your funding dashboard, and more - into one unified, modern experience. 

What's new at a glance

  • Unified navigation sidebar — A persistent left-hand menu that stays with you as you move through the portal.
  • Consistent header and footer — The same design across every page.
  • Instant organization switching — Manage multiple organizations from a single dropdown without logging out.
  • New dashboard homepage — Your account now opens to a funding dashboard instead of the classic activity tracker.

How to Navigate the New Portal

Log in at causes.benevity.org. You'll land on your new Dashboard homepage automatically.

  • Find your tools in the left-hand navigation sidebar. Look for: Dashboard, Reporting, and Transaction Search.
  • Switch organizations (if you manage more than one) by clicking the organization name dropdown at the top of the sidebar.
  • Access legacy features using the same sidebar — a link to the classic portal experience is available for approximately six weeks following launch to help you transition.

Frequently Asked Questions

  • Why does the portal look different when I log in? Benevity has launched a redesigned Causes Portal with a modern, unified interface. All your existing features are still available — they're just in a new location within the left-hand sidebar menu.
  • Can I go back to the old portal? No, however, a link to the classic portal reporting format will remain available for approximately six weeks, giving your team time to adjust.
  • The page looks different for one of my sub-users. Why? Sub-users with limited permissions may see a different view. Reporting and dashboard features require Report Viewer permissions. Contact your portal admin to update access.
  • Something in the navigation isn't working. What should I do? Try refreshing your browser or clearing your cache. If the issue persists, use the live chat in the portal or contact Benevity Support.
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