Business Resource Guide
Our goal at HeartPress is to to help you become a company known for caring. This is your go-to guide to navigate #BrokersOfGood like a pro.
Navigating
The “My Dashboard” tab holds all of the information regarding the current status of your opportunities. Use your Dashboard to:
- View saved opportunities
- Request matches with saved opportunities
- View the status of your match requests
- Make payments
“Search Opportunities” is your go-to place to find and match with giving opportunities in your community. Our database has hundreds of opportunities to give back, such as:
- Sponsorship
- Cash Donations
- Volunteer
- In-Kind
- Pro-Bono
- Events
In the “My Profile” tab, you can upgrade your account and view your profile. Don’t have a profile yet? Not to worry! Get started by telling us a bit about your company and your philanthropic goals. We’ll take care of the rest.
Access our “Help” section for a break-down of how to use our beta #BrokersOfGood and to access our FAQ. Still have questions or comments? We would love to hear from you.
Opportunities
Non-profit organizations are creating upcoming, seasonal and annual opportunities in #BrokersOfGood for you to get involved! Interested in giving an in-kind donation? Sponsorship for an upcoming campaign? Maybe you’d like to support a new project by providing some seed funding. In #BrokersOfGood, you can find opportunities that meet your search criteria.
Your Account
Welcome! Help us and our non-profits get to know you better by setting up your company profile. Get started by providing us some information on your company’s philanthropic goals and how you want to give back. We’ll put your profile together and email you once it’s all set up.
The free basic business account includes unlimited searches for business opportunities and the ability to request a match with non-profits of your choice.
Our premium business account was built specifically for businesses ready to engage their employees with individual giving opportunities. With a premium business account, you can access hundreds of individual opportunities to share with your colleagues and employees in addition to business opportunities.
Our premium business account is also perfect for companies wanting a better system to manage their donation requests. Premium account holders can manage incoming donation requests easily and in one place through the #BrokersOfGood “My Dashboard” tab.
Click on the “My Profile” tab at the top of your screen and select the “Upgrade” button at the top of your profile. You will be prompted to submit a payment through Stripe to upgrade your account.
Searching For & Matching With Opportunities
Search for opportunities by clicking on the “Search Opportunity” tab at the top of your screen. Then, enter your preferences and hit the search button!
You bet you can! Simply click on the heart icon to “Save” or “Unsave” opportunities.
Saved opportunities will appear at the bottom of the page in the “My Dashboard” tab.
To learn more about a non-profit and to view their other opportunities, click on “View Non-Profit’s Profile and Opportunities” button at the bottom of their opportunity.
You can request to match with a non-profit’s opportunity by clicking the “More Details” button at the bottom of the opportunity. Then scroll to the bottom and click “Let’s do this! Send request to Non-Profit.” A box will pop-up asking you if you’re sure. Hit “yes” to proceed.
The opportunity you’ve selected will appear under “Match Requested” in your Dashboard and the non-profit will be notified about your match request. We’ll let you know once they accept or reject your request.
That’s great news! In the “My Dashboard” tab, the opportunity will be listed under “Awaiting Payment.”
Select the “Pay” button and complete your payment through our payment processor, Stripe. For more information on how payments are processed through our platform, please see our Terms of Service.
That’s great! If a non-profit accepts your non-financial match request, you’ll receive a notification from us containing a link to your Dashboard.
The opportunity will appear under “Participants Connected” in your Dashboard and you’ll receive an email from our team introducing you to your new non-profit partner.
If your match request is rejected, you’ll get an email from us. Not to worry – just keep searching and we’ll get you matched up soon with a more suitable non-profit partner!
Click “View Non-Profit’s Profile and Opportunities” to navigate to their profile. Once in their profile, you can donate directly to them via our payment processor Stripe.
Individual Opportunities
Searching and matching with individual opportunities is a premium feature. If you haven’t already, you’ll need to upgrade your basic business account to a premium business account.
Once you have a premium account, you and your employees will be able to browse through hundreds of individual opportunities. Navigate to “Search Opportunities,” enter your criteria, and select “Individual.”
To share individual opportunities, you must first save them. Individual opportunities are saved by clicking the person icon in the corner of the opportunity.
Saved individual opportunities will appear at the bottom of your Dashboard under “Individual Opportunities.”
To share individual opportunities, click on “Shareable Opportunity Link.” This will take you to an external tab that lists all your saved opportunities. Share this link with your team to provide an easy way for them to browse their options and to sign up.
Once in the opportunity, click on “More Details.” Enter your name and email at the bottom of the opportunity, click submit and wait for an email from the HeartPress team!
The non-profit is notified that you’re interested in their opportunity and will be given your contact information. We’ll be in touch to connect the two of you!
Donation Requests
Using your #BrokersOfGood account to manage donation requests is a premium feature. If you haven’t already, you’ll need to upgrade your basic business account to a premium business account.
Once upgraded, direct all charitable donation requests to your #BrokersOfGood account by displaying the HeartPress Donation Request Badge on your website.
To set this up, navigate to “My Profile” and scroll down to your “Donation Request Badge” at the bottom. Copy the HTML code and paste into the back end of your website. Any donation requests made through the badge will then show up in your #BrokersOfGood account.
They’ll be directed to a donation request form to fill out and submit. The form contains all the information you’ll need to make a decision whether to accept or reject the request.
All requests will appear on your Dashboard. Here you can see more information about the request, the requesting non-profit, and you can either accept or reject the request.
Congratulations – you’re on your way to creating a better community! Once you accept a financial donation request, you’ll receive an email from us with a link to your Dashboard. The donation request will appear on your dashboard under “Awaiting Payment.” You can then complete the payment through our payment processor, Stripe.
That’s great news! Once you approve a non-financial donation request, the non-profit will be notified and we’ll be in touch to introduce the two of you. The donation request will now appear on your dashboard under “Participants Connected.”
If you reject a donation request, you can provide us with a description as to why and we’ll be in touch with the non-profit to let them know.
Please note, the marketplace #BrokersOfGood is still in early stages of its development. We appreciate your feedback on everything, from the current user experience, to what we can do better.
