[Sept.29,2026] Quarterly Product Webinar
In this Quarterly Product Webinar, Benevity's Product Marketing team covered recent releases and upcoming features, grouped into three pillars: efficiency, engagement, and impact.
What you’ll learn:
- Efficiency with AI: How Match Assurance and the AI Grant Summaries and Scoring tools cut review time. Also covered: flow-through matching, which keeps employees fully matched, and a first look at the Impact Workspace, where AI agents help admins run their programs.
- Engagement in the flow of work: Challenge Series (launching October 6), plus Benevity for Microsoft Teams (now available) and Benevity for Slack (coming this winter). A no-login QR code experience brings frontline employees into giving.
- Impact and insights: The redesigned Benevity Causes portal, with disbursements reaching nonprofits in as little as 14 days. New Reporting Studio dashboards for Versaic that give grants teams visibility into proposals, payments and budgets.
- Giving season planning: Resource Hub in the Benevity Community to help clients get ready for Giving Season (which runs October 1 - December 31), including campaign kits, checklists and planning tools.
View the presentation:
Session Q&A :
🤝 Workplace collaboration integrations
When is the expected launch date for the Teams integration?
It launched Thursday, October 1! Details here.
Did any Beta testers run into issues with IT for the Microsoft Teams launch?
We have an IT whitepaper to share with your MS 365 admins that answers all of their key questions. The app is purposely scoped to be as lightweight as possible so once they get the whitepaper, it's been pretty smooth.
Is the Slack integration also launching on October 1, 2026 with Teams?
Benevity for Slack is coming later this winter. We are looking for Beta participants, so contact your CSM if you would like to learn more.
🔓No-login QR code giving
Does the QR code have to be attached to a specific giving opportunity or can it be directed to a specific nonprofit?
QR codes can be created and shared for both giving opportunities and specific nonprofits.
How does the QR code flow make sure it is employees, not just anyone with the code, who access the campaign?
In the QR code flow, employees are asked for an account identifier, usually a username, employee ID or email address, as set in your program configuration. We use that identifier to confirm the donor has access to the campaign.
Are no-login QR code donations tied to an employee's profile, or tracked separately from employee giving data?
When employees provide their email or ID, their donation history is mapped back to their account. In reporting, you can see which donations came through QR code compared with other channels, such as Teams or the web experience. Guest donations made by QR code are tracked separately.
💰Matching and the donation experience
How does matching campaign budget rollover work?
For annual matching campaigns (your annual match rate tied to your annual matching budget), budgets roll over automatically 30 days before the next budget year starts if Auto-Renewal is enabled. No manual action is needed, and you are notified when budgets renew.
Can you customize what appears in the Take Action section?
The Take Action section can't be customized, but it updates automatically to show users when they have Rewards available. By default, it shows "Make a donation" with a search for giving opportunities and nonprofits.
Will users get more visibility into merchant fee charges?
In 2027, we plan to make changes to the donate checkout page. These include fee transparency, so donors can learn more about fees and how and when they are applied. We would love your input, so contact your CSM to connect with our product team.
📊 Impact Workspace and Reporting Studio
Is Impact Workspace part of Reporting Studio?
No. Impact Workspace is a new standalone experience where admins manage and run their programs and ask questions about their program data in plain language through chat.
Where can I find the new grants dashboards in Reporting Studio?
Contact us in the BHive to have the Versaic dashboards enabled, and we will get you set up.
