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Secure CSR & granting software for financial services

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

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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.
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Corporate employees seek purpose and flexibility.

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

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

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

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

How Principal Financial united a global workforce

Industry: Financial Services
Employees: 19,000+
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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 Principal Financial case study
HOW BENEVITY HELPS

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.
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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.
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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.
INDUSTRY RESOURCES

Essential resources for financial service providers

Smiling man and woman with text 'This is real change' and logos of Free Library of Philadelphia and Vanguard on a dark blue background.

How Vanguard is making real social change with the Free Library of Philadelphia Foundation

Discover how a long-term, relationship-based partnership between Vanguard and the Free Library of Philadelphia is redefining traditional philanthropy. By investing in grassroots literacy and system-level change, they are creating sustained economic mobility for historically underserved communities.

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A group of people wearing aprons and gloves work together in a large kitchen, preparing and organizing multiple raw turkeys on metal racks and tables.

USAA: How one bold idea led to 1.6 million acts of Goodness

Faced with the challenges of a global pandemic, USAA pivoted its CSR strategy to focus on connection and hope. By broadening their definition of "good" to include everyday micro-actions, they engaged 36,000 employees to shatter their goal and record the highest volunteer hours in company history.

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Thumbnail cover for a grants focused Impact Labs report

The Grants Confidence Gap: Uncovering hidden barriers to effective grantmaking

Benevity Impact Labs analyzed data from 120 global organizations to identify why only 51% of grantmakers feel their programs are effective. Learn how to bridge the gap between "best practices" and "high impact" by aligning executive buy-in with community-centric trust.

Read more

See Benevity in action

Turn purpose 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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