Changing providers and platforms is a multi-step effort that may involve soliciting bids, reviewing proposals, interviewing candidates, making your selection, negotiating a deal, and getting approval from your top executives.

And that's before you even begin the cumbersome process of migrating over to a new system. It's a lot of work!

This guide, "Switching Workplace Giving Providers: Your Guide for Choosing a New Partner for Your Employee Giving Program," is designed to help you navigate this process so you can make a smart, informed choice — and so you can be fully aware of how to prepare to make the transition once you make that selection.