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CSR Platform Evaluation Scorecard

12 questions to ask before you choose a corporate giving platform. Use this before any vendor demo.

What to Ask Before You Choose

Most platforms look the same in a demo. They all promise higher participation. They all say employees will love it.

The questions you ask before you sign determine whether any of that is true. This scorecard gives you 12.

What's inside:

Participation benchmarks and what good actually looks like
Fee transparency and the hidden costs most buyers miss
Migration support and what happens to your existing data
Admin experience and reporting quality
Employee-facing personalization

Download it. Bring it to your next vendor conversation.

See How Percent Pledge Scores

We score well on all 12. We'll also show you how your current platform stacks up.

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