A Single Platform To Boost All Your Philanthropic Outcomes

Manage, track and report on all of your philanthropic efforts. From corporate-wide initiatives to activities within local branches, ease the burden of documenting Community Reinvestment Act (CRA) compliance.

Leading Banks Use CG for Banking for

End-to-End CSR Management and to Simplify CRA Compliance

How TD Bank Makes Incredible Happen.

Taking advantage of a “one-stop-shop” platform to manage their grants, philanthropy, and United Way programs, TD Bank found efficiencies that allowed for more impactful reporting.

Utilizing a single platform allows the focus to shift back to what matters most: moving from outcomes to longer-term impact.

Achieve Agile Social Impact across all your initiatives:

Grants Management

Speed and streamline the granting process for your team and the NPOs you support, so they can devote more time and effort to their causes.

Employee Engagement

Quickly implement new programs, and use Viral Engagement techniques to build camaraderie and excitement.

In-Market Delegation

Give local stores the freedom to give back to their communities, with the flexibility to set giving parameters and automate approval processes, and complete reporting at store, region and company levels.

Disbursement

Integration with AP systems automates disbursements while serving as the system of record for all payments related to your CSR programs.

Disaster Recovery

Harness the highly agile CG for Retail platform to quickly create targeted programs when unforeseen events impact your communities.

Volunteerism

Create innovative programs, tap the unique expertise of your employees, and give them the flexibility to pursue your chosen causes or their own.

Streamline Community Reinvestment Act (CRA) compliance with CG for Banking

Capture all your qualified Community Development activity

CG for Banking collects and tracks information about all of your Community Development service activity that benefits low and moderate income (LMI) communities, whether your contributions are direct or through a non-profit organization.

  • – Financial literacy
  • – NPO board service
  • – Pro bono dollars, goods and services
  • – Workforce readiness
  • – Financial wellness
  • – Health & Human Services

Ease your CRA workload with integration and automation

Integrate CG for Banking data with internal and/or public databases such as FFIC, AMI and CDFI

Streamline reporting for all programs across CRA assessment areas

Improve productivity and reduce manual effort through automated workflows

Quickly identify problem areas or gaps through identity flagging

Implement safeguards around watch lists and CRA activities

Capture your CRA credits.

Your CSR programs do tremendous good for the communities your bank serves. Are you missing out on the potential to track and capture CRA service credits?

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FROM OUR BLOG

  • Honoring Black Leaders in Philanthropy

      Honoring Black Leaders in Philanthropy In celebration of Black History Month, we recognize Black Americans who have taken leading roles in philanthropy. Honoring Black Leaders in Philanthropy We have the privilege of working with some of the world's most generous givers. Both as organizations and individuals who dedicate their time, resources - and maybe most importantly, their passion - to make this world a better place. These remarkable people drive to help society address big, complex issues that many find too overwhelming to even consider. We partner with these givers, of all creeds, to facilitate their mission through agile social impact.

  • Leading Banks Offer Relief, Recovery, and Resiliency Programs

    Leading Banks Offer Relief, Recovery, and Resiliency Programs Like many other corporations and foundations, Covid-19 has challenged the way banks do business and shifted how they execute their social impact strategies From grants to volunteerism and tracking CRA credits, leading banks, and all corporations and foundations for that matter, have had to quickly adapt to the changing and sometimes volatile reality that is our world today.  With any challenge comes the opportunity to seek creative solutions, experience transformative growth, and become a catalyst for change. What we witnessed from the philanthropy community this past year was incredible, but also eye-opening. We saw first hand how teams were able to adapt their programs for immediate response to emerging crises. All the while, continuing to support nonprofit partners, keep employees engaged and stakeholders invested.

  • 5 Tips for Boosting Participation in Employee Giving

    5 Tips for Boosting Participation in Employee Giving Programs There’s no denying the numbers. Companies, no matter the size or market, report immense benefits from a corporate responsibility strategy. Whether the approach is via pro bono work, virtual volunteering hours, or fundraising, corporate social responsibility attracts new employees and maintains engagement throughout your team.  Unfortunately, though job seekers and employees are calling for these programs, participation numbers haven’t always reflected the enthusiasm. There are many possible causes and solutions to low participation in workplace giving, and inspiring your team to get involved might be a little less complicated than you first imagined. 71% of employees surveyed say it’s imperative or very important to work where company culture is supportive of giving and volunteering.

LATEST RESOURCE

New eBook

Download the guide: A Practical Guide to Capturing CRA Service Credits for Banks

Ready to talk?

Get a demo with one of our experts to see how we can help you achieve your corporate philanthropy goals and achieve Agile Social Impact.