How to create a custom Cause Portfolio
A Cause Portfolio is a great place to direct employees if they don't know which organization they'd like to support, or if you'd like the donation efforts to be directed toward a specific cause area.
Step by step guide - Create a custom Cause Portfolio
Cause Portfolios are like mutual-funds for charitable giving. They allow you to donate to multiple charities at once, simplifying your giving experience and diversifying your impact, with funds evenly distributed to each charity in the portfolio. Many people want to give back but feel overwhelmed and have no idea where to start or who to donate to.
Percent Pledge admins can create a unique Cause Portfolio for their platform, inclusive of 3-6 nonprofits, representing key social impact partners for your company. Many companies select organizations that align with their company mission and brand while also representing employees' top causes. Other common use cases center around ERGs, cause holidays and awareness months, holiday giving campaigns, volunteer projects, and current events/crises that have impacted your company.
We suggest sticking with the same organizations once your Cause Portfolio is created, so please be intentional and do your research before deciding which to include. Any featured organizations must be a registered 501(c)3 or international equivalent.
When curating a Cause Portfolio, it's important to do your research and select transparent, high-impact organizations. We encourage you to use sites like Candid (formerly known as GuideStar) and Charity Navigator, and consider factors like diverse leadership, consistent reporting, and the ethics of their leaders.