Tag Archive for: Matching Gifts

Learn about the impact of matching gifts on employee engagement in this guide.

The Impact of Matching Gift Programs on Employee Engagement

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With a whopping 85% of employees actively disengaged at the workplace, implementing intentional engagement programs is crucial for ensuring your company’s success. By implementing corporate social responsibility (CSR) programs into your company culture you can access benefits on multiple sides—workforce productivity, community impact, and customer satisfaction.

One of the top workplace giving program ideas is matching gifts. Starting a matching gift program boosts engagement by allowing you to invest in your employees’ passions. However, if you’re new to CSR or don’t know where to start with matching gifts, it can be difficult to know where to start. Don’t worry—this guide will provide you with everything you need to cultivate a more engaged and effective workforce by covering these topics:

Without further ado, let’s explore the valuable relationship between matching gift programs and employee engagement.Click here to learn more about how matching gift programs can boost employee engagement.

Matching Gift FAQs

Whether you’re a newcomer or a seasoned pro, you likely have some questions about the vast world of matching gifts. Let’s get you the answers you need before we move into our engagement strategies.

What are the key terms to know regarding matching gifts?

If you’re new to matching gifts, there are a lot of important terms that you might not be aware of. Here are some definitions to keep in mind:

  • A matching gift program is a corporate giving initiative that enables employees to get their donation to a nonprofit matched by their employer.
  • A match ratio is a company’s ratio of how much of an employee’s donation they’ll match. For example, most companies match $1 for each dollar contributed by the employee, but some even pledge $2 for each dollar given by the employee.
  • Matching gift program eligibility requirements are a company’s rules for which employees can leverage matching gifts and to what extent. For instance, some companies allow retirees and part-time employees to submit matching gift requests, where others only allow full-time employees to participate.
  • A maximum and minimum match amount are the upper and lower limits of an eligible matching gift. Most companies set the minimum amount around $25 and the maximum at several hundred dollars per year.
  • A CSR platform is a software solution that companies leverage to manage their matching gift programs. The best CSR platforms can integrate with matching gift processing software solutions like Double the Donation, which has auto-submission capabilities.

All of these terms (and a few more) will eventually be fully fleshed out in your corporate giving policy. If you’d like to more clarity on how other organizations define them, research companies that donate to nonprofits to get a more informed perspective on how you can tailor these ideas to your employee engagement goals.

What are the primary benefits of matching gift programs?

Matching gift programs offer a plethora of advantages for both companies and nonprofits alike. Besides feeling fulfilled after committing a good deed, companies who embrace matching gifts can boost:

  • Customer loyalty. Customers increasingly favor supporting companies who give back to their communities. In fact, corporate social responsibility can give your company an edge over competitors—70% of consumers want to know that the brands they support are socially responsible.
  • Brand reputation. With increased customer loyalty comes a stronger brand reputation. Not only will giving back to nonprofits boost customer retention but it can improve acquisition as well.
  • Employee productivity and loyalty. Employees want to feel supported in their professional and personal passions by their employer, and it shows in their job performance and loyalty. Matching gifts provide a perfect opportunity to invest in each employees’ interests, make a widespread impact on the community, and cultivate a more dedicated workforce.
  • Talent acquisition efforts. The same principles that boost employee productivity through corporate giving apply to talent acquisition. You can leverage your matching gift offerings to attract and acquire the talented applicants that your competitors want.
  • Tax breaks. Depending on where your company is based, you can get tax reductions from the IRS for your matching gift contributions.
  • Community relationships. A matching gift can open the door for your company to form valuable relationships with organizations in your community, especially with nonprofits. For instance, if you notice a high volume of donations going to one nonprofit, you might decide to officially sponsor them and reap even more benefits of corporate social responsibility.

That said, you can’t harness these benefits without putting a sincere effort towards making philanthropy a core value of your company. That means actively promoting your program to employees and iterating on it.

What can affect employee engagement with matching gift programs?

Numerous factors can impact a company’s employee matching gift engagement, such as:

  • Employee awareness. According to Double the Donation’s guide to matching gift statistics, 78% of donors are unaware if their company offers a matching gift program, and 1 in 3 donors indicate that they’d give more if a match was available. The more employees know about your program, the better participation metrics you’ll see.
  • Ease of submission. The easier it is to submit a matching gift request, the more employees will participate in your program. Leverage a platform that integrates with an auto-submission provider to keep the process straightforward.
  • Program guidelines. The stipulations that determine who can participate in the matching gift program and how they can get involved influences the participation rate.
  • Leadership support. Employees look to leadership to embody company culture and values. If there’s a lack of support or acknowledgment of matching gifts, employees might feel discouraged from participating.
  • Flexibility in gift types. Some employees might prefer giving all at once, but others might prefer to donate smaller gifts over time. Accommodating multiple giving preferences allows you to interest more employees in getting their gifts matched. After all, our corporate philanthropy trends research found that 39% of surveyed employees wish their companies would allow greater flexibility in when and how they can participate in workplace giving.
  • Quality of feedback mechanisms. Adapting your matching gift program over time is crucial for keeping it effective as your company changes. Leveraging comprehensive and accessible feedback mechanisms is how you can tailor your programs to be more suited to your employees’ preferences.

To gauge what influences your own company’s matching gift participation rate, survey your employees and ask what aspects are beneficial and where improvements can be made. These answers usually directly correlate with your program’s effectiveness and appeal to your employee community.

Tips for Maximizing Employee Engagement through Matching Gift Programs

Now that your initial questions are answered, you might be wondering how to launch your own matching gift program. Before we go over the details, let’s review the big-picture ways that you can increase engagement.

A diagram showing the tips for maximizing employee engagement through matching gifts as described below.

  • Create a culture of giving and volunteerism. Whether you ask potential hires about their interest in social responsibility or offer paid time off for company volunteering, you should integrate giving back into your regular schedule. You’ll attract passionate advocates to join your team and cultivate a community that values your CSR efforts, making implementing a matching gift program simple.
  • Leverage technology and software solutions. As mentioned above, using employee-facing CSR platforms streamlines program management and participation. For instance, using a CSR platform that integrates with an auto-submission platform can cut at least half of the steps in a matching gift submission process.
  • Sharing the program’s impact with participants. As donors, your employees are entitled to information about your corporate giving activities and progress. Ensure you report on your matching gift program’s metrics, such as the number of participants and the total amount donated by the company, so your employees stay informed about your progress.

Your company needs to do more than simply start a matching gift program to get employees excited about getting involved. Implementing these large-scale atmospheric and program shifts will make it easier for your matching gift program to make a lasting impact.

How to Start an Employee Matching Gift Program

These simple steps can help you start your matching gift program on the right foot:

an infographic that demonstrates the steps for starting a matching gift program, as highlighted below.

Develop a corporate giving policy

Before you lay out your specific matching gift policies, you should create a framework for your overall approach to corporate social responsibility and giving. Ensure you cover the following aspects in your policy:

  • Goals of your program
  • Bundle options, such as making a higher match ratio available when the employee have volunteered a certain amount
  • Match ratio
  • Minimum and maximum match amounts
  • Eligibility requirements
  • Types of gifts accepted
  • Affinity causes that you contribute more to
  • Tax deductibility information
  • Submission deadlines
  • Contact information for the program administrator
  • Feedback devices

Record all of these stipulations in a visible location, such as the employee handbook or in your employee-facing CSR platform, so your staff has the most essential information at their fingertips. If you make changes to your policy, communicate them to your entire team to keep your program running smoothly.

Pick a CSR platform

If you haven’t already settled on a CSR platform that supports matching gifts, now is the time to research your options and pick the best fit. Keep these important considerations in mind while you choose your platform:

  • Cost
  • Matching gift auto-submission integration
  • Employee access
  • Regulatory compliance
  • Mobile accessibility
  • Success stories/good reviews
  • Scalability
  • User-friendliness
  • Supports matching gifts and any other corporate giving initiatives you decide to take on
  • Robust reporting capabilities

Once you’ve narrowed down your prospective providers based on these criteria, schedule demos, consultations, and any other meetings to help you make your decision. Also, remember to include all relevant parties in your research and trial processes, such as your software experts, company leadership, and CSR program chairs, so you get a diverse array of perspectives on the available options.

Communicate the program’s impact to employees

As previously mentioned, one of the biggest barriers to employee participation in matching gift programs is a lack of awareness. To achieve maximum visibility, you should:

  • Create a matching gifts information page. Many companies have shared drives or Intranet pages where employees can share internal information. Create an internal information hub for your matching gift program where you can post updates and answer questions.
  • Leverage multiple channels. Whether you’re spreading the word about your program via email or in person at your all-hands meeting, pick company-wide channels to inform your employees about your program.
  • Host recognition and appreciation events. Leveraging peer feedback is a great way to get employees interested in your new program. Ask employees who have had their gifts matched before to speak to the program’s effectiveness in spreading social good. You could also ask nonprofit representatives from causes related to your company’s focus to speak about how matched donations impact their missions.

Similar to your external marketing efforts, your program will only be as popular as your communications are effective. Use marketing tools such as powerful calls to action and branded images to make your communications stand out.

Celebrate successes and recognize employee participation

Once the matching gift requests start rolling in, you should take the time to thank those who made the program successful—your employees. Showing your heartfelt gratitude can help employees feel more engaged and inspired to renew their involvement going forward. Share your thanks by:

  • Sending appreciation eCards. Make your thank-you message more memorable than a passing comment in the hallway by leveraging custom employee appreciation eCards. Take it a step further by giving peers the ability to recognize each other for their charitable activity so everyone has a chance to support each other.
  • Awarding prizes to participants. Creating a competitive, yet fun gamified atmosphere with prizes on the line helps employees get more absorbed in your program and allows you to show your thanks. For instance, let’s say you’re running a matching gift day coinciding with Giving Tuesday. Consider offering all participants a small prize as a thank-you gift and award the top five donors with more valuable gifts.
  • Creating a yearly award. You might already have a yearly awards ceremony where high performers are recognized for their contributions to the company. You could add an award for “biggest community contributor” or “advocate of the year” to show thanks to the most influential participants.

A little recognition can go a long way in securing long-term support for your matching gift program. As long as your sincerity comes through, your employees will feel the love and keep giving!

Click here to read about real companies who have leveraged matching gifts in our essential guide.

Wrapping Up + Additional Resources

Now that you know how and why matching gift programs can influence your employee engagement, it’s time to launch your own efforts! By keeping your employees at the center of your strategy and leveraging the right technology, you can achieve remarkable results for your company, both internally and externally.

Click the banner to learn more about how auto-submission impacts matching gift program participation.

 

This is a basic guide about how you can use corporate giving to increase employee engagement at your company.

Increase Employee Engagement with Corporate Giving

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The importance of employee engagement, which is defined as the emotional and functional commitment an employee has to their organization, cannot be overstated. According to Gallup, companies with engaged employees outperform those without by up to 202%.

As we discuss in another article, engaged employees are also happier, stay with companies longer, and are more philanthropically minded.

While the benefits are clear, employee engagement is a struggle for most companies, with over 71% of employees reporting that they are not fully engaged.

One effective way your company can increase employee engagement is through corporate giving. When companies offer accessible ways for employees to get involved in philanthropic endeavors, whether that’s through matching gifts, corporate volunteerism, or other forms of nonprofit support, employees will be more likely to participate. This in turn boosts their engagement level.

In this article, we’ll discuss some basics of employee engagement and dive into how you can use corporate giving programs to increase your employees’ engagement. This includes:

Let’s get started.

Here are the key drivers of employee engagement.

Three Key Drivers of Employee Engagement

It’s said that employees don’t leave companies; they leave people, and it’s true. Many of the reasons employees claim they aren’t engaged in their company have to do with people.

Let’s take a look at these statistics and the key drivers behind employee engagement:

Here are the three key drivers of employee engagement.

  1. Employees’ relationships with their direct managers: 80% of employees who were dissatisfied with their direct manager were disengaged.
  2. Employees’ belief in senior leadership: 70% of employees who lack confidence in the abilities of senior leadership are not fully engaged.
  3. Employees’ pride in working for the company: 54% of employees who are proud of their company’s contributions to society are engaged.

Offering corporate giving programs can have a positive impact on all three drivers of engagement. When leadership takes an interest in corporate philanthropy and makes a point to focus on how the company can help the community, employees tend to view this in a positive light.

Here's how you can increase employee engagement at your company.

How Companies Can Increase Employee Engagement

There are many strategies companies can use to increase employee engagement. Dale Carnegie highlights five great reasons to do so, and we’ve added a few ideas that our own research has shown enhances employee engagement:

  1. Senior leadership must articulate a clear vision to all employees. Without a clear goal, employees will not know what they’re working toward.
  2. Employees should be encouraged to openly communicate and influence the company’s vision with their input.
  3. Direct managers should foster healthy relationships with their employees.
  4. Senior leadership should continuously demonstrate that employees have an impact on their work environment.
  5. Managers should show employees that they are valued as true contributors, giving them a sense of empowerment.
  6. Managers should organize and encourage team volunteerism in communities as a way of giving back and encouraging social interaction outside the office.
  7. Companies should give back to local nonprofits. Corporate giving programs, like matching gift programs and volunteer grants, are a great way for corporations to support organizations that employees care about.

Management and senior leadership should take a hands-on approach to encouraging employees to engage with these opportunities at their company. Now that we’ve covered the basics of employee engagement, let’s jump into corporate giving specifically.

This is how you can use corporate philanthropy to boost your employee engagement levels.

Using Corporate Philanthropy to Increase Employee Engagement

Keeping employees engaged and helping the community at the same time seems like a pretty great deal, right? That’s why many companies are investing in corporate social responsibility (CSR) to help improve the communities in which their employees live and work. 

One major component of CSR is corporate philanthropy, and within that, there are several corporate giving programs companies can offer. When employees participate in those programs, this enhances their view of the company and gives them an opportunity to help nonprofit organizations that they care about. More and more companies are realizing these benefits, leading to an increasing trend of corporate philanthropy programs being implemented and expanded by businesses across the country.

In order to boost employee engagement, companies can:

This is how companies can increase employee engagement using corporate giving programs.

  1. Offer matching gift programs. Nearly two-thirds of Fortune 500 companies offer a matching gift program that makes employees’ charitable contributions go twice as far. Matching gift programs help engage employees by showing them that the company not only encourages donating, but takes part in it as well. Employees can feel proud knowing their employer gives back.
  2. Encourage volunteerism. Whether a company offers paid time off for employees to volunteer or encourages employees to team up and participate in fundraising events, employee engagement can skyrocket when volunteerism is part of a company’s philanthropic culture. Allowing employees to band together to better the community helps them feel like the company supports them and will boost their dedication.
  3. Offer volunteer grants. Volunteer grants are donations that companies make to nonprofits after an employee has volunteered for a certain amount of time. Volunteer grants demonstrate a company’s commitment to helping worthy causes and instills a shared sense of philanthropy among employees, boosting engagement and satisfaction.

When companies support the causes their employees care about, this helps strengthen the relationship between not just the company and its employees, but also between the company and the nonprofits they help. All of these effects come together to create a positive reputation for the company, happy employees, and a better community.

This is how you can implement and maintain your corporate giving program as you focus on employee engagement.

How to Implement or Enhance Your Corporate Giving Program

When it comes to corporate giving, managing your program can be overwhelming. After all, if your company offers a matching gift or volunteer grant program, you’ll need to track each employee donation and volunteer hour, as well as the requests that come through for matches or grants.

Corporate giving software for companies is an effective option that many corporations already take advantage of. These solutions allow companies to manage workplace giving, matching gifts, volunteer opportunities, and more.

For example, the right corporate giving solution equips your company to:

  • Set up and view employee donations, such as automatic payroll deductions.
  • Review and/or automatically approve matching gift requests.
  • List volunteer opportunities for employees.
  • Track employee volunteer hours.
  • Manage and approve volunteer grant requests.

Whether you’re setting up a new corporate giving program or trying to build on what you already have, corporate giving software can help you get the most out of your program. After all, the easier it is for employees to log in and participate, the more engagement you’ll get in the long run.

If you’re looking to get started with corporate giving or improve and better manage your company’s philanthropic programing, working with a software provider will allow you to incorporate all of the recommendations above and begin seeing real results as soon as possible.

This is why corporate giving programs are a win-win for everyone when it comes to employee engagement.

Conclusion: Why Corporate Giving Programs are a Win-Win for Everyone

In summary, there are many benefits of incorporating giving programs like matching gifts, volunteer grants, and volunteerism. These include:

  • Employees getting to experience an enjoyable and rewarding team-building event.
  • The corporation giving back to the community.
  • The corporation’s reputation in the community being enhanced through positive press coverage and other channels.
  • The nonprofits receiving volunteer support and/or additional funding.

While there are a multitude of ways to increase employee engagement, utilizing corporate giving programs can be one of the most beneficial options for employees, companies, and nonprofits alike.

Here are some additional employee engagement and corporate giving resources.

Additional Employee Engagement & Corporate Giving Resources

If you’re interested in learning more about corporate giving and employee engagement, we’ve compiled some excellent resources for you:

Find out how to drive corporate philanthropy at your company!

Discover your nonprofit’s matching gift eligibility in this guide to increase fundraising potential.

Matching Gift Eligibility: Which Nonprofits Qualify?

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As a nonprofit professional, you likely know that matching gifts can increase the impact of donations to your organization. However, not all nonprofits are eligible to participate in matching gifts programs.

To maximize your nonprofit’s matching gift revenue, you need to know where your organization stands in terms of eligibility. To gain a better understanding of common nonprofit eligibility standards, let’s take a look at the following:

Ready to learn about typical nonprofit eligibility standards to boost your matching gift potential? Let’s get started! Click to get a demo of Double the Donation’s software solution to help determine your nonprofit’s matching gift eligibility.

Matching Gift Eligibility: A Consideration

When it comes to matching gift eligibility, what matters most is taking a close look at the programs and campaigns offered by your donors’ employers. Since matching gift standards vary from company to company, there aren’t universal guidelines. In other words, you cannot know your eligibility for all matching gift programs (unless you enlist the help of a matching gift database).

Although there’s no way to know for certain if your organization is match-eligible for all of your donors’ employee matching gifts programs, you can get a good grasp of your situation by understanding common criteria.

Types of Nonprofits Eligible for Matching Gifts

Corporate giving programs match the donations employees make to various types of nonprofits. For U.S.-based companies, the nonprofits are usually required to be 501(c)(3) organizations. Not only does this designation mean that an organization is exempt from federal income tax, but it also means that donors who make gifts can deduct those gifts from their taxes.

When reviewing a company’s matching gift guidelines, you may come across a list that outright states what types of nonprofits an employer will match donations to. Organizations that are most commonly eligible for matching gifts include:

This image displays a few types of nonprofits that are eligible for matching gifts, also discussed in the text below.

  • Educational institutions include public K-12 schools, private K-12 schools,  foundations established by school districts, college-level schools that offer at least a two-year program, seminaries schools, theological schools, alumni funds, and schools or colleges within a university that conduct their own fundraising.
  • Arts and cultural organizations refer to nonprofits that are focused on cultivating the arts and cultural experiences. This includes aquariums, libraries, museums, orchestras, public broadcasting stations, and more.
  • Civic and community organizations are typically any community-based nonprofit, such as animal shelters, child welfare centers, homeless shelters, low-income assistance programs, and so on.
  • Health and human services include organizations such as hospitals or other health-oriented nonprofits, substance abuse programs, mental health services, and domestic violence support.
  • Environmental organizations refer to groups dedicated to conservation, wildlife preservation, environmental justice, green energy and sustainable development, and so on.

Most companies with matching gift programs will match employee donations to an organization that fits into one of the above categories, while others are more selective. Generally, companies choose specific causes to support because they align with their corporate social responsibility (CSR) initiatives or the causes that best reflect the company’s interests.

For example, ExxonMobil focuses its matching gift efforts on two types of nonprofits: the “Educational Matching Gift Program” and the “Cultural Matching Gift Program.” While the maximum match amount for cultural organizations is $2,000, the maximum match amount for educational institutions is $22,500. This shows where this company’s main philanthropy interest lies: in education.

In other cases, employers may be unspecific about the types of nonprofits they match gifts to and handle it on a case-by-case basis. Regardless of the situation, it falls on nonprofits to determine their eligibility status with various local employers.

Types of Nonprofits Not Eligible for Matching Gifts

This image displays a few types of nonprofits that are not eligible for matching gifts, also covered in the text below.

While most 501(c)(3) organizations and educational nonprofits are eligible for matching gifts from a vast array of companies, companies do place restrictions on the organizations they will match for. Usually, these restrictions help them direct their giving budget to organizations that align with both their views and their employees’ views. However, note that corporations do make religious and political donations—they simply exempt them from matching gift programs to promote equity among employee beliefs.

Common organizations that are not eligible for matching gifts include:

  • Religious organizations include houses of worship, such as churches, synagogues, mosques, or temples as well as other religious groups. Generally, an organization that is nondenominational or interdenominational and aims to advance religion is considered a religious organization.
  • Political organizations include political parties, committees, associations, funds, and any other organization that influences or attempts to influence the selection, nomination, election, or appointment of an individual to a political office. Organizations explicitly involved in trying to elect candidates can’t be 501(c)(3)s, and thus are ineligible for matching gift programs specifically for nonprofits.

Although restrictions for these groups are common, there are some exceptions. For example, service-oriented community outreach programs offered by religious or political organizations, such as food banks and homeless shelters, are sometimes eligible for matching gifts.

Matching Gift Eligibility for Employees

Aside from considering whether your organization is eligible for most types of matching gift programs, you should also take into account eligibility requirements for employees to guide your matching gifts marketing strategy.

Employees Eligible for Matching

This image outlines the matching gift eligibility of a few types of employees, also detailed in the text below.

Some companies place restrictions on which employees are eligible for matching gifts. These limitations usually depend on one of the following:

  • Duration of employment. Some corporations only offer matching donations after a worker has been employed for a certain amount of time, such as three months.
  • Employee level. While most businesses offer matching gifts to all employees, some have restrictions based on the employee’s position at the company. For example, Acuity Brands only matches donations from directors and executives.
  • Employment status. Businesses often have different matching gift policies for part-time and full-time employees. Some corporations, such as Sherwin-Williams, will match gifts made by retirees as well as current employees.
  • Employee family. Particularly generous businesses will extend their matching gifts program to employee family members. This benefit usually only applies to spouses, but in some cases, if the employee passes away, the surviving spouse’s gifts will still be matched.

Target your promotional efforts toward individuals who are the most likely to be eligible for matching gifts. You’ll not only increase your conversion rates but also avoid frustrating supporters who aren’t eligible for matching gifts.

For example, if many of your donors work at Acuity Brands, you may be tempted to send them emails appealing for matching gifts. However, once you know that this business only matches donations from directors and executives, it’s clear this is not the best strategy. Instead, engage relevant employees in other ways, such as with volunteer grants or event invitations.

Click to get a demo of Double the Donation’s matching gift database solution to make managing matching gift eligibility easier.

Common Matching Gift Program Rules

Aside from employee eligibility, your nonprofit should also pay attention to the following common matching gift guidelines:

This image illustrates a few common topics that matching gift eligibility rules focus on, also outlined in the text below.

  • Minimum match amount. Some organizations establish a minimum donation amount employees must hit to be eligible for matches. The average minimum donation match amount is $34, which means donations smaller than this amount may not be eligible for matching depending on the employer’s guidelines.
  • Maximum match amount. Since companies have a limited budget, they usually place a cap on the maximum donation amount they’ll match. This ceiling can either refer to the maximum amount of a single donation, a cumulative maximum for donations made in a fiscal year, or both.
  • Match ratios. Most companies offer a 1:1 matching ratio, meaning that the company will directly match the employee’s donation amount. For example, if an employee donates $20 then the employer will also contribute $20. However, particularly generous companies will match at a higher ratio, such as 2:1 or even 3:1!

As you research matching gift guidelines, take a good look at the employers many of your donors share. By doing so, you’ll gain a better understanding of their programs and provide more specific advice to match eligible donors.

How Matching Gift Software Can Help

When properly handled, matching gifts can bring in substantial revenue without placing additional financial obligations on donors. However, determining your nonprofit’s eligibility and staying up-to-date on your employers’ guidelines is a long, arduous process. That’s where a matching gift database comes in handy, regardless of your nonprofit’s size or mission!

If you’re looking to invest in a matching gift database, check out Double the Donation’s industry-leading solution, 360MatchPro. With data on more than 20,000 companies, it’s the most comprehensive source of matching gift forms and instructions. Here’s how it works:

  1. Your nonprofit embeds the matching gift search tool into your online fundraising channels, such as your donation form or a dedicated matching gifts page.
  2. Donors search for their employers.
  3. They receive all available forms and guidelines on their company’s giving programs.
  4. Eligible donors who have yet to complete their matching gift application forms receive reminder emails with their employer’s guidelines.
  5. Your nonprofit maximizes its matching gift potential!

If you’re interested in learning more about 360MatchPro, check out this quick summary video:

With a matching gifts tool, your nonprofit receives the most up-to-date guidelines and eligibility requirements for your donors’ corporate giving programs. This way, you don’t miss out on any corporate philanthropy opportunities.

Additional Resources

By learning about typical requirements and restrictions on matching gift programs, you’ll be more prepared to leverage these workplace giving initiatives to boost your nonprofit’s fundraising. Keep in mind that there’s no hard and fast rule when it comes to matching gifts eligibility, and there are bound to be exceptions to general guidelines.

If you’re interested in learning more about matching gifts, check out the following resources:

Click to get a demo of Double the Donation’s software to check matching gift eligibility and capture all available opportunities.

Marketing matching gifts on your website with direct mail outreach

Marketing Matching Gifts With Direct Mail Outreach

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While electronic communication is a speedy and efficient outreach strategy, some donors prefer communication via direct mail. That’s why we recommend taking a multi-channel approach to marketing matching gifts with direct mail outreach and online engagement efforts.

This way, you’re able to reach a significantly wider audience while offering additional touchpoints to make your materials stand out. And in the end, that means more matching gifts for your cause.

Now, you might be asking yourself (or your team): “Is paper marketing out of date?” The simple answer is that no, it’s not. In fact, there are a number of donors who still prefer the personal touch of tangible mail.

When people read direct mail, as opposed to email or other online communications, the interaction between ink and paper does something to help people better remember what they’re reading. Common sense would advise that you don’t just want people to read about matching gift programs; you want people to remember them.

Though digital giving methods are en vogue as of late, some donors don’t respond to internet-based outreach. Whether your donors are less technologically savvy or simply prefer a good, old-fashioned letter, some donors are best contacted through the (still lively) snail mail process.

This may include a combination of:

The debate between paper communication and technological communication has raged on for years. Nonetheless, employing both types of marketing works best.

Every type of direct mail has its place in the matching gift donation cycle, and each one will help you better reach that vital segment of donors who prefer to interact via direct mail communications.

In this guide, we’ll learn more about marketing matching gifts with direct mail using each of these strategies. Let’s begin!

Marketing Matching Gifts With Letters

Use letters to remind donors to check if their employers offer matching gifts. Make sure the wording doesn’t read like a sale but rather feels like a personal communication between your nonprofit and the donor.

You want people to know that, by applying for a matching gift, they’re doing a great service to your nonprofit⁠—above and beyond their initial contribution. If you have the time and resources, consider writing your letters by hand. If not, you may decide to opt for printed matching gift letters.

Consider these best practices for marketing matching gifts with direct mail letters:

  • Target your direct mailings to active donors who have recently contributed a gift to your organization.
  • Research your donors (and their matching gift eligibility) before sending your letters to ensure you’re not throwing away any postage.
  • Take a multi-channel approach to communicating with donors, reminding them about matching gift programs via mail, and following up with digital communications.

Just be sure to write to your donors like they’re human beings and share personal stories to get them increasingly invested in your cause. This will encourage individuals to want to go the extra mile to seek out and participate in their employers’ matching gift programs.

And when you receive a matching gift, remember to say “thank you!” Even if you communicate with a donor primarily via email, a paper thank you in the mail can be a great way to show how much you appreciate the additional dollars (and the steps the donor took to secure the funding).

Example Content:

  • “Many employers offer matching gift programs that could double or even triple your contribution. We invite you to seek out matching gifts so that Atlanta University can continue to educate the next generation of changemakers.”
  • “Many corporations offer programs that match employee donations to the Cat Rescue Club. The tax-deductible portion of your membership contribution is often eligible to be matched as well⁠—find out more on our website!”
  • “Visit catrescueclub.org/employer-matching/ or visit https://doublethedonation.com/CRC to find out if your company will match your donation.”

Marketing matching gifts with direct mail outreach using a letter

Marketing Matching Gifts With Direct Mail Inserts

If you don’t want to edit all of your existing marketing materials to mention matching gifts, or if you want to call added attention to such programs, paper mailing inserts may be the offline marketing technique for you.

Paper inserts are typically slips of paper included in additional donor mailings that call special attention to matching gifts. And they come in a variety of forms, as well. Sometimes they’re as simple as small pieces of paper, though you could even get creative and turn your paper insert into a bookmark or another longer-lasting material.

Consider these best practices for marketing matching gifts with direct mail inserts:

  • To reduce costs, design direct mail inserts smaller than a full page or use a postcard.
  • Rather than creating an additional direct mail insert, incorporate donation-matching information on the back of an existing paper insert material.
  • Consider retaining direct mail marketing strategies for donors or members at higher giving levels (and prioritize digital outreach for small and mid-level donors).
  • Stick to a limited amount of text that gets straight to the point⁠—typically an overview of matching gifts and a call to action to participate.
  • Incorporate eye-catching graphics that elevate the brief message rather than take away from the content at hand.
  • Encourage recipients to visit your website (and, specifically, your dedicated matching gift page) at the provided link. If the URL for your match page is long or complicated to type, consider including a shortened version that automatically redirects to your matching gift page.

Direct mail is more likely to be noticed by less tech-savvy donors and members who aren’t exploring your website on a regular basis. Including a matching gift insert in new members’ or donors’ welcome packets, membership renewal materials, or annual update communications can bring additional attention to matching gifts.

Example Content:

  • “Matching gifts can double your support for our organization. Many corporations offer programs that will match employee donations to our organization. Is your employer one of them? Learn more about available matching gift programs on our website!”
  • “Matching gifts and volunteer grants are important sources of revenue for our organization. Visit our matching gift page to find out if your company will match your donation and to access the appropriate forms and guidelines.”

Marketing matching gifts with direct mail outreach using a direct mail insert

Marketing Matching Gifts With Postcards

People love receiving personalized mail, and postcards can be a great way to make your materials stand out. After all, you get to immediately surpass the issue of donors who never get past the first obstacle⁠—the envelope.

As a result, postcards can be an especially effective way to encourage donors to submit matching gifts.

Consider these best practices for marketing matching gifts with postcards:

  • Summarize what matching gifts are and what the financial impact is.
  • Remind donors to submit their matching gift requests to their employers.
  • Directs recipients to a site (or individual’s contact information) where they can access additional information.
  • Determine which segments of donors to which you’ll send postcards⁠—including all recent donors, recent donors above a certain threshold, donors identified as match-eligible, or donors who’ve submitted matching gifts for past donations but haven’t yet for their most recent contributions.

Just as with the solicitation letters, the more personalized you can make your postcards, the better. Handwritten cards are great, but at the very least, you’ll want to have your postcards signed by hand. Knowing that a real person cared enough to write (or sign) your mailing can go a long way toward connecting with recipients on an individual level.

Example Content:

  • “Get your donation matched! Scan this QR code to visit our page on corporate matching gifts and find out if your employer will match your generous donation to our cause.”
  • “Do you match? Visit www.lls.org/matching-gifts/ to search our matching gift database and quickly access your company’s matching gift program guidelines.”

Marketing matching gifts with direct mail outreach using a postcard - front

Marketing matching gifts with direct mail outreach using a postcard - back

Marketing Matching Gifts With Thank-You Notes

It’s likely that your nonprofit is receiving matching gift checks several months after the original donations. Sending thank-you notes is a great way to notify your donors that the matching contributions were received.

Thanking donors is not only the right thing to do, but it also instills a positive impression in donors’ minds and ultimately closes the loop. As a result, donors will be more likely to make future contributions with matching gifts.

Consider these best practices for marketing matching gifts with thank-you notes:

  • Utilize a “thank-you” card that is both easy to read and eye-appealing while also staying true to your brand’s color scheme.
  • Ask donors to keep your organization in the loop throughout their matching gift request process (i.e., indicating when they’ve submitted their match), which allows you to better track and record incoming matching donations.
  • Provide insights into the tangible impact the individual’s donation match can offer your organization and its beneficiaries.
  • Share gratitude for both the donation match and the individual’s initial donation.

For large institutions, the chances are that you’ll be sending notes to more people than hand cramps you care to endure. Printed materials are a speedy and efficient alternative to handwritten letters, but if you want that personal touch, pick up a pen and scribble a quick message. Even just signing at the bottom can show an extra level of dedication that donors will respond to!

Example Content:

  • “We recently received a matching donation from the Home Depot as a result of your generous donation and subsequent match request on our behalf. Thank you for your constant support of our cause!”
  • “Thank you for submitting your matching donation! Your support goes above and beyond to help us fulfill our mission. Our team, and the beneficiaries we serve, will forever be grateful for your contributions to the campaign.”

Marketing matching gifts with direct mail outreach using a thank you note

Marketing Matching Gifts With Physical Newsletters

Physical newsletters as a marketing medium offer a unique opportunity for organizations to share content that goes in-depth about the details of matching gifts. After all, this method typically encompasses an increased amount of space to articulate why matching gifts are important⁠—and their specific benefits to your nonprofit⁠—as compared to some other direct mail or even online marketing tactics.

This, in turn, brings them closer to your nonprofit in a way that makes them feel more in touch with (and thus more included) in your community.

Consider these best practices for marketing matching gifts with physical newsletters:

  • Share compelling statistics about matching gift availability and potential (hint: we’ve compiled a list of impactful corporate giving research here to help).
  • Communicate the value of matching gifts using examples of tangible benefits that increased funding can bring your organization and its mission.
  • Direct readers to additional online resources where donors can navigate to learn more about getting involved with donation-matching.
  • Consider creating a matching gift-specific edition of your nonprofit newsletter, chockfull of information about the giving opportunity.

Chances are, you have an online newsletter to share current events and updates surrounding your nonprofit organization and its mission. But have you noticed that some people still prefer the physical newspaper to the digital edition?

As a result, a physical newsletter gives you a better chance of reaching donors who you might otherwise miss.

Example Content:

  • Matching gifts occur when socially responsible companies agree to financially match donations that their employees make to eligible causes. However, millions of eligible donors have no idea whether their companies offer such a program! As a result, more than $4 to $7 billion in available matching gift funding goes unclaimed every year. Are you missing out on potential matches from your employer? Check out our website to learn more about these opportunities and determine whether your most recent donation is eligible for a corporate match.”
  • “In the last year, more than $100,000 worth of donations made to our charity were identified as eligible for corporate matching through donors’ employing companies. However, only a fraction of that amount was actually processed and contributed via corporate matches. Imagine what we could do if every match-eligible donor secures a corporate donation from their employer⁠. Think of all the families in our community who won’t go hungry, thanks to adequate funding for our food pantry! Find out if your employer offers a matching program by visiting www.henrypantry.com/matching.”

Marketing matching gifts with direct mail outreach using a physical newsletter

Marketing Matching Gifts With Return Envelopes

If your nonprofit is like other organizations using direct mail to solicit donations, you probably include a pre-addressed, pre-paid return envelope. This is a common practice, the purpose of which is to make it easy for donors to send in their donations.

But did you know that the return envelope is also a prime spot to remind donors to look into their employers’ matching gift programs?

Consider these best practices for marketing matching gifts with return envelopes:

  • Keep your text short and sweet⁠—you’re not going to have a ton of space on the outside of an envelope.
  • Direct recipients to additional resources where they can learn more about matching gift opportunities.

If a donor is submitting a gift to your organization via return envelope, there’s no better time to inform them of the power of matching gifts.

Why?

These already-philanthropic donors can increase the impact of their donations to your organization without spending any more on their initial donation. Right when they’re already in the giving spirit is the perfect opportunity to inform them about the opportunity!

Example Content:

  • “Thanks for donating! Don’t forget to see if your company offers a matching gift program. Visit atlantauniversity.edu/matching-gifts/ to access your company’s matching gift form, guidelines, and instructions.”
  • “Next steps: find out if your donation is matchable! Search your employer’s name in our online matching gift database at www.catrescue.org/employee-matching.”

Marketing matching gifts with direct mail outreach using a return envelope

A lot of the time, scoring matching gifts is about increasing awareness about these programs. Marketing matching gift with direct mail outreach offers a bevy of ways to connect to donors⁠—and some donors even respond better to paper mail than they do digital methods.

From letters to postcards to newsletters, you have a ton of options to raise more fundraising revenue than ever (both matching gift and otherwise).

And remember⁠—the question is hardly ever whether to market matching gifts with direct mail or with digital outreach. Instead, a multi-channel approach is nearly always the best solution for communicating with donors, sharing information in effective and memorable ways, and ultimately driving more donation matches to completion.

Interested in increasing matching gift marketing for your cause? Check out our other educational resources to raise more:

  • Improving the Donor Journey with Matching Gifts. Incorporating matching gift outreach⁠—whether direct mail, digital, or a combination of the two⁠—is one of the best ways to improve the donor journey and provide excellent supporter experiences. Find out how with this guide!
  • Corporate Giving and Matching Gift Statistics [Updated 2022]. These corporate philanthropy, workplace giving, and matching gift statistics are unbelievable but true. Learn more about the current state of corporate giving, the potential that these programs offer for nonprofit causes like yours, and how to close the gap.
  • Corporate Volunteer Grant Programs: Learn the Basics. Thousands of companies provide organizations with which their employees volunteer generous grants corresponding to the number of hours spent with the cause. Like matching gifts, volunteer grants enable supporters to do more for their favorite charities!

Learn more about marketing matching gifts with direct mail outreach with Double the Donation.

GiveSignup

GiveSignup | RunSignup Debuts Corporate Matching Gifts Integration with 360MatchPro by Double the Donation

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GiveSignup | RunSignup is proud to debut a new corporate matching gifts integration with 360MatchPro by Double the Donation, the leading provider of matching gift and volunteer grant solutions to nonprofits and educational institutions.

Nonprofits that use Double the Donation as their corporate matching gift platform can now enable the integration on any GiveSignup | RunSignup fundraising run/walk/ride, virtual event, challenge, donation website, donation form, and standalone fundraising campaign.

When $4-7 million in corporate matching gift revenue is left on the table every year, nonprofits miss out on revenue that could be used to power their missions. 360MatchPro helps nonprofits capture their full matching gift potential through powerful automated matching gift identification, completion, and reporting. Integrated with GiveSignup | RunSignup, 360MatchPro closes the matching gift revenue gap with minimal configuration and setup.

“GiveSignup | RunSignup is proud to recommend Double the Donation as our preferred partner for corporate matching gifts,” said Bob Bickel, Founder of RunSignup. “The time-saving, custom automation available through the 360MatchPro system can’t be beat. We hope all our nonprofits take advantage of this new partnership!”

The integration is simple for nonprofits with a 360MatchPro account to activate (Don’t have a 360MatchPro account? Request a demo!). With one click in the GiveSignup | RunSignup platform, nonprofits can link their 360MatchPro account to any event, donation website, donation form, or fundraising campaign that they create.

360MatchPro makes it easy for donors, too! When giving through GiveSignup | RunSignup donation pages, each donor is automatically evaluated for their matching gift eligibility and presented with the next steps for their company’s matching gift program.

“Seamlessness is a hallmark of 360MatchPro integrations,” said Adam Weinger, President of Double the Donation. “It’s important for donors to move smoothly through the donation process while the nonprofit simultaneously captures essential matching gift eligibility information. 360MatchPro and GiveSignup | RunSignup combine to provide that seamless experience for nonprofits and their donors.”

Close the revenue gap for your next race with the new integration between Double the Donation and GiveSignup | RunSignup!

This image explains that activating 360MatchPro will only take seconds, and it will help you start raising more funds from matching gifts.

Activate in Seconds and Start Raising More from Matching Gifts!

360MatchPro integrates seamlessly with GiveSignup | RunSignup software, making the setup process quick and easy. Once you obtain a 360MatchPro account, you can begin adding the powerful gift matching tool to your website and race forms.

Simply log on to your GiveSignup | RunSignup account, and navigate to the “Corporate Matching Gifts” tab. This can be found by first selecting the “Donations” option. This page will then prompt you to enter your Double the Donation credentials.

This image shows the option to enter 360MatchPro credentials into the RunSignUp platform.

These API keys can easily be obtained once your 360MatchPro account has been provisioned. They are designed to link the gift matching tool on your donation forms directly to your 360MatchPro dashboard.

After this step is completed, you will be ready to begin increasing your revenue through corporate gift matching! Now you can check out the 360MatchPro tool on your donation websites or race forms.

This image shows the 360MatchPro tool on a RunSignUp page.

This streamlined search tool allows donors to type in the name of their employer directly onto the form. Then, a drop down menu will appear and suggest possible options. This keeps the donor running smoothly through the donation process.

This image shows the 360MatchPro search tool in use.

Once a donor enters their employer information, the 360MatchPro database scans an extensive database of employer gift matching programs. If the donor is identified as match-eligible, an automated yet personalized email to help them drive their gift match to completion.

That’s all there is to it! This simple setup process can be activated in seconds so that you may drive donations through corporate gift matching.

Looking to learn more? Check out our in-depth integration guide to get started!

This image explains that you can drive more matching gifts to completion with 360MatchPro.

Drive More Matching Gifts to Completion with 360MatchPro!

360MatchPro uses industry-leading practices to ensure a valuable and efficient gift matching experience. Its many features take care of the gift matching process so that you can focus your time on your organization’s top priorities.

360MatchPro will:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

This image lists the features of 360MatchPro alongside an increasing graph to represent increasing donations.

Ready to see it in action? Schedule a demo with 360MatchPro for a personalized session to discuss the gift matching needs of your organization.

About GiveSignup | RunSignup: GiveSignup | RunSignup is a leading all-in-one platform for fundraising and endurance events. More than 21,000 events, supporting over 8,000 nonprofits, use GiveSignup | RunSignup’s free and integrated solution to save time, grow their events, and raise more. Built on a powerful CRM, our expertly crafted, open, and all-in-one solution powers nonprofit revenue generation and supporter engagement from run/walk/rides to ticket events to donation websites, forms, and fundraising campaigns. For more information, visit www.givesignup.org or www.runsignup.com.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more visit https://360matchpro.com/demo-request/

DonorDrive Chooses Partnership with Double the Donation to Drive More Matching Gift Revenue for Nonprofits

DonorDrive Chooses Partnership with Double the Donation to Drive More Matching Gift Revenue for Nonprofits

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DonorDrive is proud to announce a new built-in integration with 360MatchPro, the leading matching gifts automation platform by Double the Donation.

The new partnership drives more revenue for nonprofit organizations through a tight integration between DonorDrive donation forms and 360MatchPro’s automated gift matching identification and workflows. With $4-7 billion in matching gift revenue left unclaimed every year, the new integration is essential for nonprofits looking to bridge the gap.

“Our mission at DonorDrive is to power our nonprofit clients’ missions by making available the best-in-class strategies, tools, and partners” said Marc Rubner, CEO at DonorDrive. “Our new partnership with Double the Donation supports this mission through our integration with the 360MatchPro solution.”

The new integration with 360MatchPro is quick for nonprofits to activate and easy for donors to navigate. Nonprofits using the integration will capture donors’ matching gift eligibility when they give, then automated personalized communication streams will drive matching gifts to completion. Donors who are match-eligible move seamlessly through the entire integrated workflow to swiftly match the gift they’ve just made, thereby doubling revenue for the nonprofits they’re supporting.

“360MatchPro drives immediate results for DonorDrive clients with the new integration,” said Adam Weinger, President of Double the Donation. “We’re focused on a frictionless donor experience, which preserves donation form conversion rates while capturing the employer information that’s essential for doubling revenue.”

The new 360MatchPro integration with DonorDrive will help nonprofits take advantage of the corporate matching gift opportunities their donors are eligible for, working together toward closing the $4-7 billion matching gift revenue gap.

Activate in seconds and start raising more from matching gifts with 360MatchPro and DonorDrive

Activate in Seconds and Start Raising More from Matching Gifts!

Activating the 360MatchPro integration within DonorDrive is easy. The support teams will take care of everything for you! And once you’re integrated, it’s time to get the most out of your new 360MatchPro automation.

As donors make a gift to your organization, they will have the opportunity to search for their company’s name. The helpful text above the company name search fields lets the donor know why you’re asking for their employer information — to double the impact of their gift!

The 360MatchPro streamlined company name search field on your DonorDrive donation form presents an easy-to-navigate drop-down list of matching gift companies for your donor to select from.

The 360MatchPro streamlined company name search field on your DonorDrive donation form presents an easy-to-navigate drop-down list of matching gift companies for your donor to select from.

But the matching gift journey doesn’t stop there. After your donor submits their gift, it’s time to direct them to the next steps they need to take to get it matched by their company. The 360MatchPro integration will inform the donor right on the confirmation page whether they’re eligible for a matching gift and what to do next.

360MatchPro takes donors from your DonorDrive confirmation page to their company's matching gift form with one click.

360MatchPro takes donors from your DonorDrive confirmation page to their company’s matching gift form with one click.

The donor can navigate directly to their company’s matching gift form or view additional guidelines with one click. That one click means double the revenue for your organization!

Looking to learn more? Check out our in-depth integration guide to get started!

Drive more matches to completion with 360MatchPro and DonorDrive

Drive More Matches to Completion with 360MatchPro!

The combination of DonorDrive donation forms and 360MatchPro matching gift automation will seamlessly lead donors through the donation and matching gift process for all your fundraising events. Keep in mind the following benefits of 360MatchPro:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

360MatchPro and DonorDrive provide value to your nonprofit

Put the integrated solutions to work for your next fundraising event! Schedule a demo of 360MatchPro to learn how to maximize your matching gift revenue.

About DonorDrive®: DonorDrive is an enterprise-level fundraising platform that turns everyday people into powerful fundraisers. With over 20 years of fundraising innovation, DonorDrive has helped hundreds of nonprofits, like Children’s Miracle Network Hospitals, the American Foundation for Suicide Prevention, Arthritis Foundation, and World Vision grow and become industry leaders. Through innovative solutions such as Live FundraisingTM, Express DonateTM, Facebook Fundraisers, and the Fundraising Motivation EngineTM, DonorDrive has enabled nonprofits to raise over $1 Billion. To learn more visit, www.donordrive.com.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more visit https://360matchpro.com/demo-request/

Double the Donation Joins the Microsoft Dynamics 365 Ecosystem with 360MatchPro Flow

Double the Donation Joins the Microsoft Dynamics 365 Ecosystem with 360MatchPro Flow

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Double the Donation is proud to announce a new connector to the Microsoft Dynamics 356 Nonprofit Accelerator. The Nonprofit Accelerator, announced at the initial Microsoft CXO Summit in April 2018 and initially released in November 2018 at the NetHope Global Summit, transforms Dynamics 365 into a one-stop solution for nonprofit success. The Common Data Model for Nonprofits connects the core Dynamics 365 Nonprofit Accelerator with solutions built on top of it to power all facets of nonprofit operations.

“Nonprofits using the Microsoft Dynamics 365 platform are actively looking for ways to maximize their fundraising through innovative solutions, and 360MatchPro by Double the Donation is one such solution,” said Erin Burchfield, Director of Microsoft Philanthropies, Strategic Partnerships, Tech for Social Impact. “We’re excited to welcome the 360MatchPro integrated solution into the Microsoft ecosystem for forward-thinking nonprofits.”

Double the Donation has expanded the capabilities of nonprofits using Microsoft Dynamics 365 with workflows to help nonprofits manage their matching gift efforts and drive new matching gift opportunities to completion. These contributions to Microsoft Dynamics 365 come as Double the Donation continues to expand its integrations ecosystem across the nonprofit and education spaces.

“As a provider of solutions that integrate with dozens of other platforms in a variety of sectors, we understand the value of a common data model for busy nonprofit professionals,” said Adam Weinger, President of Double the Donation. “Our goal is to make matching gifts as easy as possible to integrate into every nonprofit’s greater fundraising efforts. Our contributions to Microsoft Dynamics 365 functionality are the next big step in achieving that goal for the organizations that rely on our solutions and Microsoft’s.”

With the newly released flow within Power Automate, Double the Donation has enabled a seamless data flow between nonprofits’ data center, Microsoft Dynamics 365, and their matching gifts automation hub, 360MatchPro. This connection combines the matching gift-maximizing operations of 360MatchPro with the valuable data housed in Microsoft Dynamics 365.

Activate in seconds and start raising more from matching gifts

Activate in Seconds and Start Raising More from Matching Gifts!

Integrating 360MatchPro with Microsoft Dynamics 365 is quick and easy, thanks to intuitive API key plug in. Nonprofits can get up and running in a matter of minutes and start raising more from matching gifts without worrying about complicated IT work.

Follow integration steps to get set up

Easily integrate into the Microsoft Dynamics 365  ecosystem with API key plugin.

The combined workflow is simple: When new gifts are registered in Microsoft Dynamics 365, those gifts are instantly registered in 360MatchPro. The system then goes to work to identify matching gift opportunities and drive those matches to completion. This process happens automatically, so organizations can allocate their time and focus to the causes that matter most.

Easy integration with 360MatchPro

Let 360MatchPro automatically drive matches to completion with custom email outreach and up-to-the-minute matching gift data.

Nonprofit organizations can set up automated emails to eligible donors to encourage gift matching and increase their organization’s fundraising revenue by double or even triple the amount of donors’ initial contributions. The process is easy, requires minimal effort from the nonprofit, and supports corporate philanthropy efforts. And when donors feel empowered by increasing their donation’s impact with a matching gift, they’re more likely to contribute a larger gift.

Looking to learn more? Check out our in-depth integration guide to get started!

drive more matching gifts to completion with 360MatchPro

Drive More Matching Gifts to Completion with 360MatchPro!

The 360MatchPro flow integration with the Microsoft Dynamics 365 Ecosystem empowers nonprofits to identify match eligible donors, encourage them to initiate a match with their employer, and drive those matches to completion. The 360MatchPro integration also features:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.
This image shows the features of 360MatcPro along with graph that represents increasing donations.

360MatchPro increases your fundraising revenue while allowing you to focus on what matters most for your nonprofit.

Nonprofits interested in seeing how the integration works can request a demo today for a step-by-step explanation of the process from the team at Double the Donation.

About Microsoft: Microsoft Tech for Social Impact provides affordable, relevant and innovative solutions to empower every nonprofit and humanitarian organization to accelerate social good. Get started with your cloud solution today: https://www.microsoft.com/en-us/nonprofits/

About Double the Donation:  Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit https://doublethedonation.com and request a demo at https://360matchpro.com/demo-request/. 

360MatchPro by Double the Donation is available now on Salesforce AppExchange

Double the Donation Announces 360MatchPro by Double the Donation on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

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Double the Donation has launched 360MatchPro by Double the Donation on Salesforce AppExchange, empowering customers to raise more money from corporate matching gift and volunteer grant programs. 360MatchPro by Double the Donation connects directly with Salesforce to identify more matching gift opportunities, automatically drive those matches to completion, and any matching gift insights discovered by 360MatchPro can be viewed right from the related record within Salesforce.

Built on the Salesforce Platform, 360MatchPro by Double the Donation is currently available on AppExchange here.

360MatchPro by Double the Donation

The first matching gift automation platform on Salesforce AppExchange, 360MatchPro by Double the Donation is the nonprofit’s go-to solution for increasing matching gift revenue. Nonprofits who integrate their Salesforce instance with 360MatchPro by Double the Donation automatically assess the matching gift eligibility of their donors, then provide the right information to the right donors at the right time with custom emails based on match eligibility.

Comments on the News

  • “Finding 360MatchPro by Double the Donation in Salesforce AppExchange is an exciting development for nonprofits focused on making the most out of matching gifts,” said Adam Weinger, President of Double the Donation. “These organizations are continually hunting for ways to take advantage of the tools at their disposal, and backing up the matching gift automation power of 360MatchPro with the wealth of data at their disposal in Salesforce is the perfect marriage.”
  • “360MatchPro by Double the Donation is a welcome addition to AppExchange, as they power digital transformation for customers by automating the corporate matching gift process for nonprofits,” said Woodson Martin, GM of Salesforce AppExchange. “AppExchange is constantly evolving to enable our partners to build cutting-edge solutions to drive customer success.”

Activate in seconds and start raising more from matching gifts

Activate in Seconds and Start Raising More from Matching Gifts!

Combining Salesforce’s configurable data management with 360MatchPro’s leading technology in matching gifts, nonprofits can take advantage of matching gift optimization with an easy activation and quick, wholly customizable setup.

Easy set up with AppExchange and 360MatchPro

Nonprofits can activate their 360MatchPro account by linking their Salesforce account to their 360MatchPro account and configuring their settings to meet their organizational needs. From there, it’s just a matter of identifying match-eligible donors and leading them to submit a gift matching form with their employer.

Once the integration is active, 360MatchPro will begin pulling donation data from the Salesforce CRM to the 360MatchPro platform and identifying possible match eligible donors, and then returning that company data to the Salesforce Opportunity record. This develops actionable insights that help nonprofits see and pursue donation trends and other gift matching opportunities. Organizations can manage employer data and craft their matching gift strategy using information found in the Salesforce platform.

360MatchPro also allows you to send automated email notifications to donors to determine eligibility and map donors to the appropriate matching gift application form based on their employer information. This means donors can start the matching gifts process with just one click making it even easier to drive revenue with matching gifts. Organizations can fully customize the frequency, content, selectivity, and branding of these emails to best meet their fundraising needs.

Looking to learn more? Check out our in-depth integration guide to get started!

drive more matching gifts to completion with 360MatchPro

Drive More Matching Gifts to Completion with 360MatchPro!

The Salesforce AppExchange and 360MatchPro by Double the Donation integration opens the door to nonprofits to the world of corporate gift matching and gives them a chance to double or even triple their fundraising revenue using the automated outreach and employer data offered by the 360MatchPro tool. 

      • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
      • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
      • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.360MatchPro provides value to your nonprofit with corporate gift matching marketing!

To get started driving matches to completion via Salesforce and 360MatchPro, request a demo today and see for yourself the difference gift matching can make for your organization!

About Salesforce AppExchange

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Double the Donation is the leading provider of matching gift and volunteer grant solutions to nonprofits and educational institutions. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts.

 

Almabase and Double the Donation Announce Integration with 360MatchPro Matching Gift Platform

Almabase and Double the Donation Announce Integration with 360MatchPro Matching Gift Platform

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Alumni engagement and online giving expert Almabase has launched a new partnership with Double the Donation, the leading provider of matching gift and volunteer grant solutions to nonprofits and educational institutions. The features a new integration between Almabase online giving pages and 360MatchPro by Double the Donation.

Trusted by hundreds of higher ed and K12 institutions, Almabase is transforming the world of alumni fundraising. With the ability to integrate with various gift processing systems, Almabase provides a one-stop solution for achieving fundraising goals, acquiring new donors, and enhancing the online giving experience for donors.

“The schools fundraising through Almabase are all in a unique position to take advantage of employer matching gift programs,” said Kalyan Varma, Co-founder and CEO of Almabase. “Integrating with 360MatchPro allows those schools to automate their matching gift opportunity identification and outreach. This is a huge value-add for schools without adding time-intensive administrative efforts.”

The 360MatchPro platform actively identifies donors who are eligible for employer matching gift programs, provides their company’s specific matching gift next steps, and then follows up with them automatically to drive additional revenue to nonprofits. The integration with Almabase automatically adds an employer field onto online giving forms, jumpstarting the matching gift process.

“Lack of donor awareness is the main contributing factor to schools falling short of their matching gift fundraising potential,” said Adam Weinger, President of Double the Donation. “Using 360MatchPro, schools start to close the $4-7 billion gap in matching gifts left on the table each year.”

360MatchPro identifies more matching gift opportunities than schools could do so manually, then actively and automatically follows up with them to drive a higher percentage of matches to completion than possible with manual outreach. Connecting 360MatchPro to Almabase giving forms ensures that no matching gift opportunity goes unclaimed.

This header breaks up the sections, and it explains that the 360MatchPro and Almabase activation is quick and easy.

Activate in Seconds and Start Raising More from Matching Gifts!

It is now easy to harness the fundraising fuel from 360MatchPro alongside your favorite features of Almabase! The integration is simple – just contact your Almabase Account Executive, and they will activate 360MatchPro by Double the Donation for your organization. 

After this feature has been added to your pages, you can begin driving donations through employer gift matching programs. Once the donor completes their donation, they will see a confirmation screen. This page will present a streamlined search tool asking donors to enter their company name.

This image shows the Almabase donation form with the 360MatchPro search tool.

The 360MatchPro tool is easy to use so the donor experiences an efficient donation process.

If the donor enters their employer’s name, then they will receive an automated email containing specific gift matching information. The donor can then choose to drive their gift matching donation to completion. 

That’s all there is to it! Your organization can now start increasing gift matching donations alongside your favorite Almabase tools.

Looking to learn more? Check out our in-depth integration guide to get started!

This header breaks up the sections and it explains that 360MatchPro drives more matching gifts to completion.

Drive More Matching Gifts to Completion with 360MatchPro!

360MatchPro features are designed to identify donors and drive gift matches to completion so that you can increase fundraising revenue – without increasing effort.

These valuable features can: 

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.
This image shows the features of 360MatchPro alongside an increasing graph to represent increasing donations.

360MatchPro does the work so that you don’t have to!

 

Ready for the next step? Visit the 360MatchPro demo page to schedule a demonstration session tailored to your organization’s needs. 

About Almabase: Almabase is the all-in-one alumni management software for schools to build an online community, increase engagement, and drive more donations. The platform provides solutions for email marketing, event registrations, alumni directories, and alumni websites so that you can keep all your information and outreach in one place. Interested in learning more? Check out their website at https://www.almabase.com/

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more visit https://360matchpro.com/demo-request/ 

360MatchPro by Double the Donation now integrates with Ellucian CRM Advance.

360MatchPro by Double the Donation Joins the Ellucian Partner Community with Ethos Connectivity

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Double the Donation is proud to join Ellucian, the leading provider of software and services built to power higher education, in partnership to offer a new technical integration. 360MatchPro by Double the Donation is the industry-leading matching gift automation tool for nonprofits and educational institutions. Through this integration, university clients are able to access valuable matching gift and employer information directly from their CRM Advance account.

“When searching for a partner in the matching gift space, we knew that we needed an experienced company focused on technical innovation,” said Kim Coelho, Director of Product Management for the Advancement Solutions Portfolio at Ellucian. “Double the Donation brings a wealth of experience and a forward-thinking technological approach from the greater philanthropy world to our advancement solutions.”

When connected to CRM Advance, 360MatchPro automatically scans gift records for matching gift eligibility. The system then delivers the correct employer matching gift forms and instructions to each donor, following up appropriately to drive matches to completion. Donors’ employer matching gift data then flows from those follow ups back into CRM Advance, allowing university clients to monitor their matching gifts strategy from a single platform. 

“Time-saving automation is the key to the value of this joint solution,” said Adam Weinger, President of Double the Donation. “360MatchPro shoulders the burden of research, outreach, and reporting that our clients were doing manually. That leaves time for advanced reporting and targeting manual communications to top matching gift opportunities.”

The integration connects Ellucian CRM Advance and 360MatchPro by Double the Donation in a 2-way data sync. This seamless integration consolidates donor data and makes increasing fundraising revenue a quick and painless process for higher education institutions.

Activate in seconds and start raising more from matching gifts

Activate in Seconds and Start Raising More from Matching Gifts!

Thanks to Ellucian Ethos integration, this powerful automation can be activated in minutes. Just enter your Ellucian API key in the 360MatchPro dashboard, map your 2-way sync to the appropriate fields, and start matching gifts!

Ellucian CRM Advance API Key activation screen example

Once institutions are set up and ready to go, they can track match-eligible donors’ data and drive matches to completion as well as keep an eye out for trends—and they don’t ever have to leave their CRM Advance platform to see matching gift insights. If organizations use customer experience webpages with CRM Advance, the 360MatchPro search field and plugin can easily be placed in those pages as well.

Example Matching Gift Policy Screen for Ellucian Integration

Since 360MatchPro handles the matching gift identification and follow-up automatically, gift officers and advancement offices can dedicate their valuable time to top opportunities instead of manual outreach.

This header breaks up the sections and it explains that 360MatchPro drives more matching gifts to completion.

Drive More Matching Gifts to Completion with 360MatchPro!

Corporate matching gifts are an underutilized source of fundraising for institutions of higher education. Although 15-19 million individuals in the United States are eligible for matching gift programs, $4-7 billion in matching gift revenue goes unclaimed each year. The joint solution of 360MatchPro and CRM Advance addresses this gap in client potential to turn match eligibility into matched donations.

      • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
      • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
      • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.This image shows valuable features of 360MatchPro. It also uses a line graph to represent increasing donations for your organization.

Learn more about Double the Donation at https://doublethedonation.com/ or schedule a private demo of 360MatchPro at https://360matchpro.com/demo-request/. 

About Ellucian: Ellucian is one of the world’s leading provider of software and services that power the essential work of colleges and universities. More than 2,500 institutions in nearly 50 countries rely on Ellucian to enhance operations and enrich the student experience for over 18 million students. Learn more at www.ellucian.com. 

About Double the Donation:  Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit https://doublethedonation.com and request a demo at https://360matchpro.com/demo-request/.