Switching Workplace Giving Providers: Your Guide for Choosing a New Partner for Your Employee Giving Program

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Changing providers and platforms is a multi-step effort that may involve soliciting bids, reviewing proposals, interviewing candidates, making your selection, negotiating a deal, and getting approval from your top executives.

And that’s before you even begin the cumbersome process of migrating over to a new system. It’s a lot of work!

This guide, “Switching Workplace Giving Providers: Your Guide for Choosing a New Partner for Your Employee Giving Program,” is designed to help you navigate this process so you can make a smart, informed choice — and so you can be fully aware of how to prepare to make the transition once you make that selection.

And of course, when you are ready to start making the switch, we hope you will consider America’s Charities as you begin this process. We have nearly 40 years’ experience in this field and have helped many employers like yours make the transition between workplace giving partners. As a result, our clients have cut costs, scaled resources, and increased their results. We welcome the opportunity to chat with you about the challenges you’re facing and ways our team can help. Call or email us anytime at 703.674.5358 or businessdevelopment@charities.org, or click here to request a demo.