User Interface

The Philanthropy Cloud Homepage enables you to discover new philanthropic opportunities and to keep track of the impact made by both you and your organization.

You can view campaigns, volunteer opportunities, and stories that are featured by your organization, as well as content that is recommended for you based on your customized profile. Messages or information from your organization may also display.

You can view at a glance your continued impact. You can also log your volunteer time.

Note: Based on your organization's preferences or your user role, some Philanthropy Cloud features may not be available.

Note: If you have questions about Philanthropy Cloud, please contact your administrator.

Section	Description
Search	Search for campaigns, volunteer opportunities, and organizations that interest you. To further refine your search, select either Campaign, Impact Fund, Nonprofit, Story, or Volunteer in the Search field before performing your search.
Toolbar	Navigate Philanthropy Cloud by selecting the appropriate icon. You can customize your profile, access documentation and support, provide feedback, and log out of the application. Select to return to the Philanthropy Cloud Homepage. Champions can select to create and manage content for their community in Content Management.
Giving Dashboard	View the giving and volunteering totals for both you and your organization to keep track of your continued impact. Hover over the hearts to display the causes and percentages. Volunteering totals are calculated as the sum of all past time logged plus the sum of future time pledged, with the exception of future flexible opportunities. Company volunteering totals include the sum of all employees of that workplace. Log your volunteer time by selecting Log Time.
Headline Content	View content of interest from your organization. Select an item to read more about it, donate to it, or volunteer for it.
Featured Content	View featured content from your organization. Select an item to read more about it, donate to it, or volunteer for it.
Organization Messaging	View messaging or information from your organization.
Recommended Content	View content recommended for you based on your interests and history. Recommendations are based on your skills, causes, location, and engagement history. Select an item to read more about it, donate to it, or volunteer for it.

Toolbar

Allows you to navigate Philanthropy Cloud by selecting the appropriate icon. You can customize your profile, access documentation and support for the application, provide feedback, and log out of the application.

Select to return to the Philanthropy Cloud Homepage.

Champions can select to create and manage content for their community in Content Management.

Profile

You can customize your profile to personalize your Philanthropy Cloud experience. Navigate to to edit your profile.

Personalized recommendations display on your Philanthropy Cloud Homepage based on the skills and causes you select in your profile, as well as based on your location and engagement history.

You can manage your payment methods in your profile so that you can quickly select which payment method you want to use when you donate to a cause that is important to you.

Your giving and volunteering history tells the story of your philanthropic impact to date, allowing you to view the details of your supported organizations and past events. You can donate to causes and volunteer again from your profile, and manage your recurring events, as applicable.

You can also log volunteer time from your profile, as well as view your upcoming volunteer opportunities.

Your personal details, such as your preferred United Way, locale, currency, birthday, and gender, can be viewed and edited as required.

Note: If you are a Philanthropy Cloud Champion for your organization, your Champion status is indicated by a special icon on your profile image. Your Champion status is also indicated in the My Roles section of your profile. If you have questions about this role, please contact your administrator.

My Image

Personalize your profile by updating your profile image. You can change your profile image at any time by selecting .

Note: If you are a Philanthropy Cloud Champion for your organization, your Champion status is indicated by a special icon on your profile image. Your Champion status is also indicated in the My Roles section of your profile. If you have questions about this role, please contact your administrator.

To update your profile image:

1. Navigate to and select .
2. Drag and drop an image file on the designated area or click Browse to select a file. The optimal size for an image is 160 pixels wide with a maximum file size of 10 MB. Acceptable image formats are .jpg, .gif, and .png. Philanthropy Cloud automatically scales and pads your image.
3. Position and size your image as appropriate and click Save.

My Details

Your personal details, such as your preferred United Way, locale, currency, birthday, and gender, can be viewed and edited in your profile.

To edit your personal details:

1. Navigate to .
2. Navigate to the My Details section of your profile and select Edit.
3. Edit your personal details as required and select Save.

My Payment Methods

You can manage your credit/debit cards, including adding, editing, and removing cards. You can also select which card to use as your default. If you attempt to remove a card that is being used for a recurring donation, you will be prompted to select a different card for that donation.

Once added, your default card is listed under My Payment Methods. If you have more than one card, click Manage to view the entire list of payment methods.

To add a new payment method:

1. Click.

2. In the My Payments Method section, click Add Payment Method if you do not have any cards already saved in your profile. If you have already added cards to your profile, click Manage and Add Card.

3. Enter the name on the card.

4. Enter the card number, month (MM), year (YY), and CVC number.

5. Enter the home address of the card. Tax receipts will be mailed to this address, if applicable.

6. Select if you would like to use the card as the default in the application.

7. Click Add Card.

The card appears in the list of payment methods, displaying the expiration date and other information.

To manage your payment methods:

1. Click.
2. In the My Payments Method section, click Manage. A list of payment methods appears.
3. Click a card to expand the row and display more information about the card, including any recurring donations that are associated with the card. Here you can edit the card information, including the month and date, and select if you would like to set the card as your default. If you make any changes, click Save.
4. To remove a card, click Remove Card. You will be asked to confirm the deletion. If the card is being used for a recurring donation, you will be prompted to select a different card for that donation.

   1. Click Select Replacement Card.

   2. Select a card and click Use this Card.

   3. Click Save.

My Roles

Philanthropy Cloud Champions are recognized by their organization as leaders in philanthropy.

If you are a Philanthropy Cloud Champion for your organization, your Champion status is indicated in the My Roles section of your profile. It is also indicated by a special icon on your profile image.

As a Champion, you can create campaigns, volunteer opportunities, and stories to excite, engage, and coordinate others. Your content becomes searchable and it will be recommended to your coworkers based on their interests and skills. Your administrator can feature your content to highlight it and promote it within your organization.

You can add co-organizers to help with volunteer opportunities and view volunteer lists to see who has signed up for events. This enables you to further inspire and organize your coworkers so that everyone can participate.

To create content as a Champion, navigate to to access Content Management. Learn how to create content by referring to the Content Management section of the Admin User Guide.

Note: If you have questions about the Champion role, please contact your administrator.

My Volunteering Skills

Select skills you possess from the list provided and feel confident about sharing with others. The skills you select help determine the type of opportunities that are displayed in the Recommended For You section of your Homepage and also appear on the Volunteer Opportunity sign-up page, if applicable. Recommendations are based on your skills, causes, location, and engagement history.

To select your volunteering skills:

1. Click.
2. In the My Volunteering Skills section, click the blank text field to display a list of skills.
3. Select the skills you have that can be applied to a volunteer opportunity by selecting or entering skills.
4. Click Save.

Your selected skills are displayed under My Volunteering Skills in your profile.

To edit your volunteering skills:

1. Click.

2. In the My Volunteering Skills section, click Edit.

3. Click x beside the name of the skill you wish to remove.

4. Click Save.

My Causes

To select causes that are important to you:

1. Click.
2. In the My Causes section, click Edit.
3. Select a cause by clicking in the item. The icon converts to once selected. To deselect an item, click the icon again.
4. Select all of the causes that you are passionate about.
5. Click Save.

Items related to the causes you select will appear on your Homepage in the Recommended For You section.

Giving

To view your donation history and tax receipts:

1. Click.
2. Scroll down and click on Giving to view My Giving. A list of your donations including the date, recipient, amount, and payment method is displayed. You can sort through the list by the date the donation was made (Created Date) or by chronological order (Last Activity Date). Click on a particular item to expand it and view more information. If you have made several donations, a numbered page list appears at the bottom of the page.
3. Click Receipt to view a pdf of the tax receipt for the donation, if available (credit card).
4. For certain payment methods, you can donate to the organization again by clicking Donate Again or cancel a recurring donation by expanding the appropriate row and clicking Cancel Recurrence.

You can return to your Homepage by clicking your organization's logo in the upper left-hand corner of the page or in the toolbar.

Volunteering

You can view information about your volunteer history, including upcoming and other opportunities, and logged hours. A list of your volunteer opportunities including the organization, date, type, and logged hours is displayed. You can easily volunteer again by clicking Volunteer Again.

Upcoming Opportunities

Opportunities that you have signed up for are displayed in the Upcoming Opportunities section of your profile, including the date, time, and type of opportunity. You can click on the title of the opportunity to revisit the opportunity details page. You can also cancel your sign up or add the opportunity to your calendar if you have not already done so.

My Opportunities

To view your volunteering history:

1. Click.

2. Scroll down and click on Volunteering to view My Opportunities. Your volunteering history is displayed. You can click on an opportunity to expand it and view more information.

3. You can volunteer for the opportunity again by clicking Volunteer Again, if applicable.

4. You can edit logged hours for an opportunity by clicking Edit under Logged Time or delete the hours by clicking Delete.

5. You can revisit the sign-up page and view the details about the opportunity again by clicking the title of the opportunity in the appropriate row. From here you can also cancel your shift or edit your sign up.

You can return to your Homepage by clicking your organization’s logo in the upper left hand corner of the page or in the toolbar.

Log Time

Most opportunities will be logged automatically. However, you may have to log time for some opportunities, including flexible opportunities.

To log your time:

1. Click.

2. Scroll down and click on Volunteering to view My Opportunities.

3. Click Log Time.

4. Enter the nonprofit and a short description of the activity, including the date and hours involved.

5. Indicate if the opportunity was a one-time or recurring (future release) opportunity.

6. Click Save.

Search

You can search for campaigns, volunteer opportunities, and organizations that interest you. To refine your search, select either story, campaign, nonprofit, impact fund, or volunteer in the Search field before performing your search. You can further filter your search results by type or volunteer opportunity dates.

Help and Support

Clickat the right hand top of the page to access documentation, support, and release information for the application. You can also provide feedback for the application through our feedback portal by clicking Give Feedback. Here you can participate in suggesting, voting, and commenting on ideas that help us to continue to make Philanthropy Cloud the best platform for doing good in the world.

Support Access

You can enable a Customer Support Agent (CSA) to view your donation history by clicking Support Access in the Help menu. Philanthropy Cloud Support is unable to access your donation information without your permission, and then, only for a limited amount of time. Support access automatically expires after one week and can be revoked at any time.

In order for Philanthropy Cloud Support to gain access, you must first create a ticket and enable access on the Philanthropy Cloud Support Access page. If you have already opened a ticket and are visiting the page in response to a Philanthropy Cloud Support request, you do not have to open a new ticket.

To create a ticket:

1. Click Submit a Philanthropy Cloud Support ticket. The Cloud Support @ UWW page displays.

2. Enter the appropriate information and click Submit.

Your Donation History

You can enable Philanthropy Cloud Support to view your donation history, refund or cancel transactions, and reissue receipts for one week. Philanthropy Cloud Support cannot edit credit card donations or create new designations or donations. You can revoke access at any time.

To enable access:

1. Clickand select Support Access.

2. In Your Donation History, click Enable access. A note appears stating access was granted for seven days.

To revoke access:

1. Clickand select Support Access.

2. In Your Donation History, click Enable access.

You can return to your Homepage by clicking your organization’s logo in the upper left hand corner of the page or in the toolbar.

Log Out

To log out of the application:

• Click .