17
HOW TO CREATE A MATCHING GIFTS REQUEST

How to create a matching gifts request

Embed Size (px)

Citation preview

Page 1: How to create a matching gifts request

HOW TO CREATE A MATCHING GIFTS

REQUEST

Page 2: How to create a matching gifts request

Table of Contents

• How to Create a Matching Gifts Account – Page 2• For active full-time employees – Page 3• For retirees – Page 4• For active hourly employees – Page 5

• How to Create a Matching Gifts Request – Page 6

NOTE: If you get stuck, or have any questions or concerns, call or email Jack Wilder at:- Email: [email protected] Cell: 704-591-1217

Page 3: How to create a matching gifts request

How to create a Matching Gifts account

Page 4: How to create a matching gifts request

How to log in from a computer on Hershey’s Network1. Go to http://csr.hersheys.com2. Update your profile and click Submit at the bottom3. Click on the Give tab to get started4. Questions? Use the Help link on the site, or call 717-271-7187

How to log in from home/another computer through Hershey’s Network1. Go to http://csr.hersheys.com2. Click the “Sign in with SSO here” button at the bottom3. Enter your Hershey email address and click “Sign On”4. Log onto Hershey’s Network with your Hershey Username and Password and click “Login”5. Update your profile and click Submit at the bottom6. Click on the Give tab to get started7. Questions? Use the Help link on the site, or call 717-271-7187

Retiree? See page 4. Hourly Employee? See page 5!

Page 5: How to create a matching gifts request

Instructions for Login for Retirees1) Go to http://csr.hersheys.com2) Click on the link at the top: “New to e-portal? Click here to setup your account.”3) Enter your 8-character User ID in the Employee Number box. This is your birth month and day, and the last 4 digits of your Social Security Number. Use leading zeros if the birth month and/or day is single digit. (Example: September 1st would be 0901). If you were born on September 1st and your Social Security Number is 123-45-6789, then your User ID would be 09016789.4) You will be prompted to update your profile. Complete all the required fields and click “Submit” at the bottom of the page.5) You will receive an email with your new temporary password which you can update after you log in. A link to the site will be provided within the email.6) Questions? Use the Help link on the site, or call 717-271-7187

Hourly Employee? See page 3!

Page 6: How to create a matching gifts request

Instructions for Login for Hourly Employees without a Hershey Email1. Go to http://csr.hersheys.com2. Click on the link at the top: “New to e-portal? Click here to setup your account.”3. Enter your Employee Number in the Employee Number box.4. You will be prompted to update your profile. Complete all the required fields and click “Submit” at the bottom of the page.5. You will receive an email with your new temporary password which you can update after you log in. A link to the site will be provided within the email.6. Questions? Use the Help link on the site, or call 717-271-7187

Page 7: How to create a matching gifts request

How to submit a Matching Gifts Request

Page 8: How to create a matching gifts request

First, save an electronic copy of your giving receipt to your computer

Confused? Frustrated? Thinking about putting this off? Don’t!

Call or email Jack Wilder at [email protected] or 704-591-1217

Have an electronic giving receipt saved to your computer already?

Proceed with instructions Give electronically via Vanco?

See the attached companion document “(If you have

Vanco) How to Print your Giving Report Online”

Email Donna Ward at [email protected]

& ask for an electronic receipt

Yes No

Yes No

Page 9: How to create a matching gifts request

• Next, open up your web browser to http://csr.hersheys.com.• If you’re automatically logged in, continue to the next page of instructions. If you’re not automatically

logged in, enter your Email Address and Password.• Note: If you have issues, make sure your internet browser is Google Chrome, Internet Explorer

version 10 or later, or Firefox. The site will have links to download an updated browser if you need it

If you’re not automatically logged in, enter your email and password:If you see this, continue to the next slide

Page 10: How to create a matching gifts request

• Click on “Give”

Page 11: How to create a matching gifts request

• Click on “Matching Gift Request Form”

Page 12: How to create a matching gifts request

• Scroll down to “Search Orgs” and enter 237120381 (or simply “Grace”) in the first field, and Hummelstown in the second field (as per the image below)

• Click “Search”

Page 13: How to create a matching gifts request

• Press “Select”• Note: As per the below, there may be more than one option. It doesn’t appear to matter which

you choose. To be safe, select the second choice (with both the United Way and the government logo)

Page 14: How to create a matching gifts request

• Select “I donated directly to the Charity/Non-Profit and have my receipt”• Enter your total “Donation Amount” (if you made more than one donation, enter the total amount)• Enter your “Match Amount” (how much you would like Hershey to match, up to $5,000)• Enter the “Date of Gift” (if you made more than one donation, enter the date of the last donation)• Choose “Gift Type” (if you’re uncertain, choose “General Donation”)

Page 15: How to create a matching gifts request

• Click on “Choose File”• Navigate to the location of your receipt file on your computer

• See page 8 if you don’t have a receipt

Page 16: How to create a matching gifts request

• Enter your name in “How do you wish to be recognized?”• Click on the certification box• Click on “Submit Form”

Page 17: How to create a matching gifts request

Questions?If you get stuck, or have any questions or concerns, PLEASE DON’T HESITATE to call or email Jack Wilder at:- Email: [email protected] Cell: 704-591-1217