Boost Your Workplace Philanthropy Data
Importing workplace philanthropy data from Benevity, YourCause, Bonterra (formerly CyberGrants), and other platforms shouldn’t be a full-time job. Get more data into your CRM automatically with Omatic Cloud.

Why More Nonprofits are Focusing on Workplace Philanthropy
Workplace donors are unsolicited, loyal, and often come with an employer match. They are also some of the best major giving and planned giving prospects in your donor pool. But the complexity of workplace philanthropy data makes workplace donor stewardship challenging and results in missed fundraising opportunities.
Corporate philanthropy grew at
2x
the rate of individual giving
(Giving USA 2024 Report)
Inconsistent File Formats
Importing data from different workplace philanthropy platforms, each with different formatting and information, is a time-consuming and manual process.
Inaccurate or Incomplete Data
Errors in data cause problems with reporting, eroding donor trust over time and limiting opportunities for support from employers.
Difficulty Personalizing Outreach
Incomplete data, including a lack of historical workplace philanthropy data, make it difficult to tailor outreach to donors or their employers and limits future support.
Losing Loyal Donors After Job Changes
44% of American workers are looking to change jobs in the next 12 months. With better workplace philanthropy data, you can steward workplace donors and lock in support before they move to a new company.
Seamless Integration with Your Nonprofit CRM
Import Workplace Philanthropy Data with Omatic Cloud
- Save hours with automation—import data in minutes
- Capture complete, accurate data and prevent duplicates
- Gain control over how, where, and when data is sent
- Set up rules for formatting consistency across systems
- Have a 360-degree view of workplace donors
- Tailor your workplace donor communications to improve engagement