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Technology Review

GivingTrax

Volunteering

Giving & Matching

Grants Management

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General Information

Product Name: GivingTrax

Description: Created as a holistic end-to-end giving, volunteerism and CSR solution, GivingTrax allows companies to engage internal teams, employees and external customers to provide greater impact to organizations around the world. With a consistent experience for administrators across diverse programs such as grants, sponsorships, giving, volunteerism, matching, and in-kind donations, GivingTrax can be deployed across various programs, focus areas and geographies. Functionality is deployed with administrator tools, including prebuilt workflows and configuration options for more advanced requirements. All core features are developed in-house. As a configurable software system, GivingTrax empowers companies and their employees to support the causes they care about and to easily track their impact. Standard interactive reports, drill-down capability, data export and day-to-day management increases focus on program impact. GivingTrax’s interface allows companies to respond to natural disasters, deploy new employee engagement programs, and to adapt their programs to changing needs over time. As a cloud software product, the platform offers collaboration opportunities for organizations, as it enables multiple companies to set up a single opportunity or cause; for example, a disaster relief fund or combined volunteering event. GivingTrax also offers portability options for users. Employees can maintain access to their personal account despite their status of employment with any given organization. Employee accounts can be linked to an employer, then later unlinked, allowing the employee to maintain access to their personal account and history (in the case of retirees, for example). Recipient organizations also receive access to GivingTrax versus a separate portal. Utilizing an any-to-any payment marketplace approach, donations made on GivingTrax are directly received by the recipient charity when banking is linked. Donations not directly deposited in the recipient organization’s bank account are mailed out weekly by GivingTrax Foundation.

Headquarters: Tacoma, United States

Number of Employees: 11 to 50

Size of Client Base: 101 to 1,000

Size of Organization: Large, Medium, Small

Year Founded: 2010

R&D Investment: 1M to 4.9M USD

Fee Structure: Custom services and Add-Ons, Volume or usage

Volunteering TECHNOLOGY Reviews

Propietary Database Of Volunteer Opportunities:

1

Real-Time Database:

1

Nonprofit Access:

1

Opportunity Database Integration:

1

Volunteer Opportunity & Event Search:

1

Nonprofit Partner Request:

1

Volunteer Event Creation:

1

Volunteer Event Types:

0.75

Volunteer Event Sign Up:

1

Native Volunteering:

1

Work Products:

1

Automatic Time Tracking:

0.75

Self-Reporting Volunteer Hours:

1

Log Hours by Proxy:

1

NPO Validation:

1

PTO Tracking (Individual):

1

PTO Tracking (Team):

1

Dollars for Doers Bank:

1

System Recommendations:

0.75

Competitions:

0.75

Volunteer Communities:

1

Volunteer Profile:

1

Recognition & Reward:

1

Content:

0.75

Hours Logged:

1

Post-Event Surveys:

0.75

Dashboards:

1

Data & Exports:

1

Real-Time Reporting:

1

Mapping to UN SDGs:

0.75

Workflows:

1

Giving & Matching TECHNOLOGY Reviews

Nonprofit Database:

1

Nonprofit Profile Overview:

1

Nonprofit Partner Request:

1

Nonprofit Search:

1

Nonprofit Access:

1

Company Foundation:

1

In-Kind Donations:

1

Gift Cards:

0.75

Payroll Deductions:

0.75

International Giving & Matching:

1

Disaster Response – External:

1

Disaster Response – Internal:

1

Automatic Matches:

1

Match Optimization:

1

Thresholds:

1

Processing & Distribution:

1

Vetting:

1

Fundraising Pages:

1

Funding Status Notifications:

1

Giving Profile:

1

Recognition and Reward:

0.75

Checks and EFT Deposits:

1

Direct Payment:

1

Fees:

1

Disbursement Cadence:

1

Payment Options:

1

Admin Self-Service:

1

Crypto:

0.75

Dashboards:

1

Data & Exports:

1

Future Forecasting:

0.75

Real-Time Reporting:

1

Tax Information:

1

Mapping to UN SDGs:

0.75

Workflows:

1

Grants Management TECHNOLOGY Reviews

Applicant Database:

1

Grant Eligibility:

1

Forms:

1

Metadata:

1

Grant Application Templates:

1

Collaboration:

1

Grant Evaluation:

1

Applicant Vetting:

1

Applicant De-Duplication:

1

Review and Approval Workflow:

1

Approval Thresholds:

1

Grants Agreement Templates:

1

Grants Disbursement:

1

Volunteer Grants:

1

Status Notifications:

1

Email Records:

1

Nonprofit Access:

1

Recognition and Reward:

1

Direct Payment:

1

Checks and EFT Deposits:

1

Dashboards:

1

Data & Exports:

1

Real-Time Reporting:

0.75

Workflows:

1

Technology Specifications

Comms (Internal): One-Way, Two-Way

Comms (External): One-Way, Two-Way

Sharing (Internal): Available

Sharing (External): Available

Access: Mobile-Friendly, SSO, URL, Username & Password

Automation: Form Auto-Population, Notifications, Workflows

Error Identification: Field Completion, Format Validation, Native Error Support, Rules & Alerts, Submission Warnings & Blocks

Look & Feel: Colors, Layout, Localizations, Logo, Social Media Tags, White Label

Search: Event/Opportunity, Keyword, Nonprofit/Association

Compatibility: Linux, macOS, Windows

Deployment: Cloud (SaaS), Multi-Tenant

Global Configuration: Global, Multi-Country, Multi-Site, Single Entity

Global Localization: Capitalization, Language or Locale-Specific Characters, National Conventions, Pluralization, Punctuation, Text Layout, Text Sorting

Global Languages: Arabic, Chinese, Dutch, English, French, German, Hindi, Italian, Japanese, Korean, Other, Portuguese, Russian, Spanish

Integration: Custom Integration, Out-of-the-box APIs

Admin Levels: Global Admin, Top Admin, Admin (3 versions)

GDPR: Compliant

CPPA (Consumer Privacy Protection Act): Compliant

Privacy – Other: End-to End Data Encryption, including Data-at-Rest

Vendor Support

Number of Support Centres: (2)

Support Centre Locations: India, United States

Server Locations: United States

Support Levels: Client Admin, External, User

Support Languages: English

SLA: Audience-based: Biz Admins (2-hour response); Employees (same day response); Nonprofits (24 hour response)

Administrator Support Methods: Online (Email), Online (Forum), Online (Live Chat), Online (Ticket System), Phone (Toll)

Customer Service Support Methods: Online (Email), Online (Forum), Online (Live Chat), Online (Ticket System), Phone (Toll)

Training Methods: Online (Forums), Online (Self-paced), Online (Synchronous)

Value-Add Services: Program support & outsourced program management is available along with project management and advisory services. Ongoing support includes updating giving, matching, volunteering, grants management programs as needed along with creating disaster response campaign as needs arise.

Implementation Time: 1-3 months, Less than 1 month

Evaluation Key for Technology Reviews

☆☆☆☆ Not available: The solution provider does not offer this feature or functionality within the featured platform.
★☆☆☆ Partially available: The feature or functionality is not available in the platform but can be made partially or wholly available through customization.
★★☆☆ Basic functionality available: The feature or functionality is available at a basic level relative to what is available in the market.* The capability is available out-of-the-box and/or with configuration only (i.e. no customization required).
★★★☆ Advanced functionality available (customization): The feature or functionality is available at an advanced level relative to what is available in the market.* The capability is available at a basic level out-of-the-box and/or with configuration only and requires some customization to enhance.
★★★★ Advanced functionality available (configuration): The feature or functionality is available at an advanced level relative to what is available in the market.* The capability is available out-of-the-box and/or with configuration only (i.e. no customization required).

*RWI analyst discretion.

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