Pick your seat in the loop.

Four ways into the platform, one question first: who are you? Choose below and the right path opens up. Stuck on anything along the way? Otto., our assistant, is in the corner of every page to walk you through it.

Organization

You raise money for a mission and want the platform underneath it.

Supporter

You want your everyday spending to back the cause you love.

Impact Partner

Your brand wants to give back on the spend and be part of the community.

Employer

You want to match what your team gives to the causes they choose.

Once.

everything collected upfront, verified in real time against IRS records, so turn-on is fast

Self-serve.

terms by click, rails connected in the flow, live before you stand up. Humans review exceptions, not everyone.

Enterprise?

National scale needs a conversation, with nothing you entered ever re-typed.

Passkey.

Create once, then sign in with your face or fingerprint. Answers from a Fit Check carry over automatically, so nothing is typed twice.

Organization signup

Bring your mission onto the platform.

This is the whole signup. Tell us who you are, and a dedicated Success Advocate walks you through the rest: your order form, onboarding, integration, and launch. Nothing you run today gets disrupted, and your Success Advocate stays beside you from signup through go-live.

The pricing, published

Platform license fee: waived

Full access to every platform feature that is not a standalone application.

One flat administration fee

Competitive with the platforms you already know, on funds routed through the platform, with payment processing already included. The exact schedule lives on your order form.

No hidden fees

Access to the entire platform, with nothing stacked on top and nothing buried in a line item.

Standalone applications, priced on their own

The events, golf outing, and auction systems are separate products on their own order forms. You pay only for the rooms you use.

Billing is monthly: an invoice arrives before or on the debit day, and fees withdraw by ACH on the fifth day after month end. Banking and identity-verification details are collected securely during onboarding by the payment provider, never through this form.

Organization legal name Doing business as, if different Entity type Cause Area Website EIN / tax ID Annual gross revenue Supporter or member base size Contact name Title Email Phone Tell us about your mission I have reviewed the Fees and agree to the Terms and Conditions.

Supporter registration

Three steps, then every swipe counts.

Register

Start with your name and email. That creates your account and your dashboard.

Link your card, securely

Inside your new dashboard you connect the card you already carry. Bank-grade security, and never over email. Link as many cards as you like.

Find your cause

Every US nonprofit is in the directory, 1.7 million of them. Pick one, or several, set the split, and watch your impact stack. Change it anytime.

Continue to supporter signup

Registration continues in your secure dashboard, where your card gets linked and your cause gets picked, and a Success Advocate is on hand if you want a walkthrough. Card details are never collected by email.

Impact Partner application

Put your brand inside the generosity.

Tell us about your company and the communities you want to reach. Once you submit, a dedicated Success Advocate assists you through the whole process from that point forward: give back design, ROI reporting setup, and launch.

You set the rate, 5 to 15 percent, 10 on average. The monthly report makes the renewal case for you, and category exclusivity inside a cause area keeps your competitor off the next card over.

Company Website Industry Communities you want to reach Give back range you are considering Contact name Email Phone Anything else?

Employer application

Match what your team gives, where they choose to give it.

Tell us about your company and the match you have in mind. Once you submit, a dedicated Success Advocate assists you through the whole process from that point forward: program design, caps and ratios, employee rollout, and your first monthly sweep.

Your employees pick the causes. You define the match. One monthly sweep delivers all of it.

Company Team size Match ratio you are considering Monthly cap per employee you are considering Contact name Email Anything else?

Fit Check

Start

Ask Otto

The Fit Check.

Ninety seconds of taps, no jargon, and a dedicated Success Advocate replies knowing exactly where you fit.

Fit Check, by CauseFi.Step 1 of 7

Otto

Your CauseFi. assistant. Ask Otto. about pricing, launch, applications, or anything on the platform.

The Architecture

Give

Get

Gather

Grow

Engage

Resources

Company

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