ENGAGE BANKING CUSTOMERS, STRENGTHEN COMMUNITIES

Adding the Flex Giving Account to your digital banking suite provides an engaging, differentiated product that supports another step in your banking customers’ financial journeys: charitable giving.
The Flex Giving Account enables financial institutions to differentiate themselves, engage & attract account holders, and strengthen their digital product ecosystem, all the while making a greater impact in their communities and better positioning themselves to be account holders’ primary financial institution.

Features & Benefits

Discover & Verify Charities

Discover and vet new charities with our robust charity search or find new causes to support through our social tools for giving. Banking customers can find charities based on category or even keep it local and search within their own zip code.

Differentiate Your FI & Attract the Next Generation of Banking Customers

83% of Millennials would be more loyal to companies that help them contribute to social and environmental issues - attract & retain these customers by providing them with tools to give safely and strategically, as you support another step of their financial journeys.

Fundraise for Your Favorite Causes

Complement your community impact initiatives by promoting causes and leading fundraisers for local charities, your foundation, and non-profit banking customers.

Donate to Any Charity

Banking Customers can donate to any 501(c)(3) that’s approved by the financial institution, with 100% of donations going to charity, and keep track of tax receipts, all within online banking.

Strengthen your product ecosystem

Leverage charitable incentives to tie products and services together, yielding an increase in engagements and putting your FI in the best position to be your account holders’ primary financial institution. (Ex: $50 in charitable funds for setting up Bill Pay or Direct Deposit for the first time).

Budget for Charitable Giving

Banking customers can budget for their charitable giving by setting up recurring deposits and donations. Instant tax receipts to track their giving makes tax time easy. Customers can also see impact categories with a breakdown to help track their giving and budget for the future at a glance.