Surency Flex vs Giving by Funraise

Save time and hassles while making the most of your HSA, HRA, and FSA health benefit accounts by quickly checking your balances and details. Our secure app makes managing your health benefits easy through real-time access and intuitive navigation to all your important account information on the go! Powerful features of the app include: Easy, Convenient & Secure • Simply login to the intuitive app using your same health benefits website username and password (or follow alternative instructions if provided) • No sensitive account information is ever stored on your mobile device Connects You with the Details • Quickly check available balances 24/7 • View charts summarizing account(s) • View claims requiring receipts • Click to call or email Customer Service Provides Additional Time-Saving Options (if supported or applicable to your account(s)) • File a claim towards your medical FSA and HRA • Take or upload a picture of a receipt and submit for a new or existing claim • View, contribute and distribute HSA transactions • Pay bills from any account and add a payee • Using the Dashboard, enter medical expense information and supporting documentation • Retrieve your forgot username/password • Report a debit card as lost or stolen Powered by WEX Health®

Giving by Funraise connects donors with nonprofits and gives donors access to their donation information. All kinds of nonprofits use Funraise to collect donations and manage donor relationships. When you donate to a charity that uses Funraise, you have access to your donation data through Giving by Funraise. APP FEATURES • View & manage your donations • Edit your recurring donations & payment methods • View & manage your fundraising pages • Resend yourself a donation receipt email • Send yourself a historic donation summary VIEW & MANAGE DONATIONS When you donate to a charity that uses Funraise’s platform, you have access to your donation data using the Giving by Funraise app. View a list of organizations you’ve donated to, as well as a list of donations for each organization. EDIT RECURRING DONATIONS & PAYMENT METHODS Edit your recurring subscription details including amount, frequency, and payment method. You can also cancel or create new subscriptions in the app. VIEW & MANAGE FUNDRAISING PAGES If you have an individual fundraising page for a nonprofit organization that uses Funraise, you can view and edit the details of your fundraising page in the app. RESEND DONATION RECEIPTS Did you lose that donation receipt from a year ago? No problem; resend a donation receipt email to yourself anytime. HISTORIC DONATION SUMMARY Get ready for tax season with a full donation summary that includes all your donations by year for a particular charity. Just click to send yourself an email with your donation summary PDF.