---
title: Charityvest for Workplaces Reviews
meta_title: 'Charityvest for Workplaces Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Charityvest for Workplaces works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 6
  scale: '5'
date_modified: '2026-07-12'
parent_category:
  name: Vertical Industry
  url: https://www.g2.com/categories/vertical-industry
---


# Charityvest for Workplaces Reviews
**Vendor:** CharityVest  
**Category:** [Grant Management Software](https://www.g2.com/categories/grant-management)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 6
## About Charityvest for Workplaces
Giving can be complicated and filled with unnecessary fees and steps, creating a burden for businesses, individuals and charities. Charityvest was founded in 2016 on the belief that generosity doesn’t have to be hard and should be an enjoyable experience. Our platform gives all employees tax-deductible giving accounts, unlocking charitable matching, reporting, administration for companies. Learn more at www.charityvest.org/workplace-giving.




## Charityvest for Workplaces Reviews
  ### 1. donate and get company match on donation amount to charities using this app

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** September 07, 2022

**What do you like best about Charityvest for Workplaces?**

I like the ease of transferring funds securely through this app.

**What do you dislike about Charityvest for Workplaces?**

There are designated pre-assigned organizations. If you can't find the organization you want to donate to in their inventory, you are out of luck. There is absolutely no channel for communication from organization to the donatee.

**What problems is Charityvest for Workplaces solving and how is that benefiting you?**

The ease and access to non-profits that are seeking a donation.


## Charityvest for Workplaces Discussions
  - [What is Charityvest for Workplaces used for?](https://www.g2.com/discussions/what-is-charityvest-for-workplaces-used-for)

- [View Charityvest for Workplaces pricing details and edition comparison](https://www.g2.com/products/charityvest-for-workplaces/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+21%3A31%3A07+-0500&secure%5Bsession_id%5D=2a09d33d-c419-4c22-b43f-bba07a718e79&secure%5Btoken%5D=f9f6fd45189d38021247922b3fe39ad2e4421ded2d95137557a61e509849e634&format=llm_user)

## Charityvest for Workplaces Features
**Proposal Management**
- Form Building
- Review Tools
- Grantee Portal
- Attachments
- Task Management
- Customizable Forms
- Collaboration Tools
- Ratings/Reviews
- Document Review
- Deadline Management
- Contact Management
- Contract/License Management
- Document Management
- Grant Application Management
- Compliance Management
- Workflow Management

**Fund Tracking**
- Disbursements
- Grant Allocations
- Email Notifications
- Alerts/Notifications

**Impact & Outcomes**
- Program Evaluation
- Data Analytics
- Ad Hoc Reporting
- Activity Dashboard
- Administrative Reporting
- Financial Reporting

**Grant Prospecting**
- Funder Lists
- Automated Responses

**Compliance**
- Eligibility Screening
- Auditing

**Integrations**
- Fund Accounting
- Donor Management
- Forms Management

**Additional Functionality**
- Third-Party Integrations
- Generative AI
- AI Copilot
- Role-Based Permissions
- Configurable Workflow
- Data Import/Export
- Customizable Branding
- Customizable Reports
- Email Reminders
- Audit Trail
- Monitoring
- Reminders
- Categorization/Grouping
- Quotes/Estimates
- Customizable Templates
- Search/Filter
- For Grantseekers
- Grant Discovery
- Grant Award Tracking
- Electronic Submission
- Payment Tracking
- API
- Customizable Fields
- Reporting & Statistics
- Activity Tracking
- Applicant Tracking
- Customizable Questions
- Due Date Tracking
- For Grantmakers
- Budgeting/Forecasting
- Budget Control
- Status Tracking
- Impact Measurement
- Approval Process Control

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