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.

benevity, yourcause and cybergrants integration with salesforce

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)
WP Philanthropy- Inconsistent File Formats from benevity, cybergrants, yourcause and more.

Inconsistent File Formats

Importing data from different workplace philanthropy platforms, each with different formatting and information, is a time-consuming and manual process.

WP Philanthropy- Inconsistent File Formats from benevity, cybergrants, yourcause and more.

Inaccurate or Incomplete Data

Errors in data cause problems with reporting, eroding donor trust over time and limiting opportunities for support from employers.

WP Philanthropy- Data Errors
Graphic showing workplace philanthropy employrs and workpalce donors

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.

WP Philanthropy- Data Errors

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.

Workplace Giving, Workplace Philanthropy workflow.

Seamless Integration with Your Nonprofit CRM

a diagram of workplace philanthropy integrations through Omatic Cloud

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

Workplace Philanthropy Webinar Recordings

Frequently Asked Questions

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What is controlled automation?
Clients choose which data gets added to their CRM, as opposed to the all-or-nothing approach of full automation. During an automatic import, clients can review records flagged by Omatic Cloud, fix errors, and even remove duplicates before they move into a system of record.
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How does Omatic ensure formatting consistency for workplace philanthropy data?
The Omatic Cloud integration solution identifies and corrects messy data according to custom specifications, without the need for manual edits. Capitalization, addresses, salutations, and more fields can follow consistent styles chosen at implementation—no matter how many data sources you have.
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Is Omatic compatible with any workplace giving platform?
Yes. You can use Omatic Cloud to transfer data from Benevity, YourCause, CyberGrants, or even flat files from Microsoft Excel.