Finding the right corporate philanthropy platform is critical for CSR teams managing employee giving programs, volunteer initiatives, and social impact goals. This comprehensive vendor evaluation form helps you assess potential platforms across the features that matter most: donation matching efficiency, volunteer time tracking, nonprofit vetting processes, and impact reporting capabilities.

Whether you're launching your first corporate giving program or switching providers, this template streamlines your vendor selection process. You'll gather standardized information from each platform provider, making side-by-side comparisons straightforward and ensuring you don't overlook critical functionality.

The form covers essential evaluation criteria including matching gift administration, payroll integration, volunteer hour logging, nonprofit verification standards, compliance features, reporting dashboards, and employee engagement tools. You'll also assess pricing models, implementation timelines, customer support, and integration capabilities with your existing HR and finance systems.

Built for HR leaders, CSR managers, and employee engagement teams at mid-sized to large companies, this form helps you make data-driven decisions about platforms that will power your corporate giving strategy. By standardizing your vendor evaluation process, you'll save time, reduce risk, and select a partner that truly aligns with your company's philanthropic goals and employee experience expectations.

Once you've collected vendor responses, use Paperform's AI Insights to quickly compare submissions and identify the best-fit solution. You can also connect this form to Stepper to automate your procurement workflow—routing evaluations to stakeholders for review, triggering follow-up questions, and moving qualified vendors through your approval process without manual handoffs.