Secure CSR & granting software for financial services

Benevity is the global leader in social impact platform technology. We help financial institutions unify global teams, organize community investment data, automate ESG reporting and manage community grants on a single, SOC 2 Type 2 compliant platform.

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Bank-grade security

ISO 27001 certified and trusted by leading financial institutions

Unified engagement

Connect everyone from investment bankers and branch staff to call center agents on one platform.

Regulatory ready

Centralizes data to help support Community Reinvestment Act (CRA) exams and ESG disclosure statements.

WE KNOW YOU

Building trust in a regulated, hybrid environment is complex

You operate in an industry where trust is your currency, yet consumer expectations and regulatory scrutiny are at an all-time high.

Corporate employees seek purpose and flexibility.

Retail and branch staff feel disconnected from headquarters and need access to employee engagement tools.

Regulators require precise data on where and how you are investing in local communities.

Security and compliance leaders prioritize bank-grade infrastructure to protect sensitive data and maintain consumer trust.

Man and woman smiling and looking at a phone in a bright modern office.

Legacy systems and manual spreadsheets expose you to risk and fail to capture the full picture of your impact. You need a solution that helps bridge the gap between compliance and culture.

CLIENT STORY

How Principal Financial built an inclusive program for 19,000+ employees

Industry: Financial Services
Employees: 19,000+

A group of thirteen adults, all wearing matching blue Principal t-shirts, smile and pose together.

The Challenge

To engage more employees and support global nonprofits, Principal needed an inclusive, open-choice platform and expert guidance to modernize their social impact program and maximize their community reach.

Principal partnered with Benevity to transform a restrictive, U.S.-centric program into "Principal for Good" — a globally inclusive social impact program. By unlocking access for international teams and removing high barriers to entry for volunteer rewards, they shifted from top-down directives to an open-choice culture where employees could instantly support the causes meaningful to them, regardless of where they lived or worked.

30%

Engagement rate

64,000+

Volunteer hours

logged in a single year

$5.1M

In match contributions

generated by employees

197%

Increase in volunteer rewards

claimed in the first three months

Read the case study

HOW BENEVITY HELPS

CSR and grant software built for the security and scale of global finance

Unify your workforce

Bridge the gap between corporate, remote workers and regional offices. Mobile-friendly access ensures every employee can participate.

Streamline your CRA volunteer tracking

Support the collection of volunteer hours as organized, CRA-aligned community development data through Benevity Volunteer workflows.

Smiling woman in blazer talking to a person across the desk in a bank setting.

Bank-grade security and governance

Rest easy with SOC 2 Type 2 compliance and rigorous verification and validation of nonprofits. Plus global payment distribution handling minimizes your administrative risk.

Deepen community roots

Empower teams to support the specific local causes that matter to their markets. Strengthen your brand reputation in communities where you do business.

Integration-ready architecture

Connect Benevity to your HRIS (e.g., Workday), internal portal or SSO systems to simplify provisioning, enhance data accuracy and correlate social impact with talent metrics like retention and engagement.

Streamlined grants management

Automate the full lifecycle of corporate granting, from application and approval workflows to disbursement and outcome tracking, reducing manual effort by up to 75% while maintaining governance and transparency.

Two construction workers wearing yellow hard hats and safety vests stand indoors. The younger woman looks at a tablet, while the older man gestures and appears to be explaining something. Machinery is visible in the background.

Empower local sites, govern globally

Give plant managers autonomy to support local causes — while enforcing global standards and budget controls from one dashboard.

Unified ESG & impact reporting

Aggregate giving, volunteering and grants data into a single source of truth to support regulatory and ESG disclosures. Export audit-ready reports to demonstrate community investment clearly — proving social impact alongside environmental metrics for board and investor reviews.

Take the manual work out of CRA compliance

Your employees log hours. Your CRA team gets data they can use.

CRA Reporting is built directly into Benevity Volunteer workflows where employees track their community hours. It captures volunteer activity, helps geocode to low- and moderate-income (LMI) areas and is aligned to CRA standards.

Capture volunteer activity with location verification against low- and moderate-income (LMI) area data so your team isn't manually doing address lookups at exam time.
Export a structured record of volunteer hours from Reporting Studio, organized for your CRA team to review and work from.

Learn about CRA reporting

Laptop screen showing a Volunteer Opportunity form with a section titled CRA eligibility details and multiple choice options.

See Benevity in action

INDUSTRY RESOURCES

Essential resources for financial service providers

Turn your CSR program into a competitive advantage

Benevity helps financial institutions engage employees, support communities and build lasting consumer trust—without compromising on security.

See how it works for your team.
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