The title of the article next to an illustration of a woman on her laptop surrounded by books and a jar of coins to represent university fundraising.

A Guide to Navigating University Fundraising with Confidence

Fundraising is the backbone upon which universities are built, helping to expand educational offerings, enhance campus infrastructure, and prepare the next generation of changemakers.

University fundraising, however, is not merely about securing financial contributions; it is a delicate and multifaceted dance of identifying your need for support, articulating the profound impact of your institution, and cultivating long-term relationships with donors.

With philanthropic giving to higher education increasing by 12.5% in 2022, donors are becoming increasingly more inclined to contribute to colleges and universities. Equipped with the most up-to-date information about university fundraising, you’ll be set to engage donors and garner their support.

In this guide, we’ll cover everything you need to know about university fundraising, including:

Whether you’re a seasoned professional looking to refine your approach or a newcomer seeking a strong foundation of knowledge, these insights will help you build a sustainable fundraising program that stands the test of time.Click through to get a demo of our matching gift software and maximize your university fundraising efforts.

Emerging University Fundraising Trends

Higher ed fundraisers have to stay up-to-date with evolving donor expectations, technology advancements, and shifting societal priorities to remain competitive and relevant in a dynamic philanthropic landscape.

Here are three university fundraising trends to be aware of:Emerging university fundraising trends, as discussed in the text below.

  • Digital fundraising: With the increasing prevalence of online communication and giving platforms, universities are leveraging digital channels to engage donors and raise funds. This includes the use of crowdfunding campaigns, virtual fundraising events, and social media outreach to reach a broader and more diverse donor base. Digital fundraising also allows for data-driven strategies to maximize donor engagement and contributions.
  • Impact philanthropy: Donors increasingly seek transparency and accountability in how their contributions are used. Universities are responding by emphasizing the impact of philanthropic gifts and providing clear metrics on how donations are making a difference in areas such as scholarships, research, and community outreach. This trend encourages donors to align their contributions with specific initiatives that resonate with their values.
  • Ethical fundraising practices: Universities are embracing sustainable and ethical fundraising practices that prioritize long-term relationships with donors and the well-being of the institution. This includes a focus on ethical stewardship of donor relationships, a commitment to diversity and inclusion in fundraising efforts, and adherence to best practices in data privacy and security to build trust with donors.

Universities that adapt to these trends can position themselves for success in engaging donors and securing the resources needed to advance their missions.

The Most Popular University Fundraising Ideas

As you review the following fundraising ideas, consider how you can adapt them to align with your specific needs and alumni base.The most popular university fundraising ideas, as discussed in the text below.

Annual Giving Drive

The primary goal of an annual giving drive is to generate unrestricted funds that can be used to support the institution’s immediate and ongoing operational needs, such as scholarships, faculty support, program development, and infrastructure maintenance.

Some institutions may choose to run their annual giving drives on a fiscal year schedule rather than a calendar year schedule. Regardless, structure your campaign around this timeline:

  • Pre-campaign planning (11-12 months before the deadline): Form a campaign committee or team responsible for planning and execution. Work together to determine how much money you need to raise, what the funds will be used for, and how the contributions align with your institution’s overall mission.
  • Campaign preparation (9-10 months before the deadline): Develop a compelling case for support and prepare a launch plan that includes a coordinated announcement across channels.
  • Active campaign period: Reach out to potential donors through personalized and targeted communication efforts, whether that be through direct appeals, phone calls, or email campaigns. As the campaign nears its end, leverage urgency in your calls to action to ensure your goal is met.
  • Campaign evaluation (1-2 months after the deadline): Review donor data and assess the effectiveness of your segmentation and communication strategies. Share the impact of the campaign and how donations have been used.

It’s important to note that you may need to adjust the specific timeline for your annual giving drive based on your institution’s unique circumstances and objectives.

Matching Gift Programs

Matching gifts are a philanthropic practice in which employers, often corporations, financially match their employees’ charitable contributions to nonprofits and universities. When a university fundraiser secures a donation from a donor whose employer offers a matching gift program, the impact on university fundraising can be substantial. It essentially doubles the donor’s initial contribution, significantly increasing the total funds raised for the institution.

This matching process not only boosts the university’s financial resources but also encourages donors to give more generously, as they recognize the added impact of their contributions.

To encourage donors to leverage matching gifts, take these steps:

  • Raise awareness. 78% of donors are unaware if their company offers a matching gift program, so it’s important to raise awareness of these giving opportunities. Include information about matching gift programs in your fundraising communications and on your university’s website. Ensure that donors are aware of the existence and benefits of these programs, and provide clear instructions on how to participate.
  • Engage corporate partners. Build relationships with local and national corporations to encourage them to establish or expand their matching gift programs. Collaborate with corporate partners to promote the program to their employees and alumni, facilitating a seamless matching gift process.
  • Simplify the process. Make it easy for donors to submit matching gift requests with 360MatchPro. The platform automatically sends donors the information they need to complete their match and follows up when needed. Plus, it allows universities to track the progress of matching gift submissions in one easy-to-use interface.

Watch the video below to learn how the University of Lynchburg leveraged 360MatchPro to streamline its matching gift process and generate increased revenue:

As you’ll see, 360MatchPro makes it easy to double the impact of your university fundraising efforts. To get started, request a demo!

Crowdfunding Campaigns

For university fundraisers, crowdfunding can be a lucrative venture because it harnesses the power of the collective, tapping into a broad network of donors who are passionate about the university’s mission and projects, potentially resulting in substantial financial support from a diverse group of contributors. Even students can get involved, with nearly 8% of current students contributing to crowdfunding initiatives.

When you launch a crowdfunding campaign, be sure to:

  • Set clear and specific goals. Define clear and measurable goals for your crowdfunding campaign, such as the amount of funds you aim to raise, the project or initiative you’re supporting, and the timeline for the campaign. Specificity helps donors understand the purpose and urgency of their contributions.
  • Engage your university community. Use various communication channels, including social media, email newsletters, and campus events, to raise awareness and encourage involvement. Engage volunteers and ambassadors who can help spread the word and reach a wider audience.
  • Facilitate student-led fundraising. Consider creating dedicated sections or sub-campaigns on your crowdfunding platform where student groups, clubs, or organizations can create their own fundraising initiatives. Provide guidelines and support to help student groups set up and manage their campaigns effectively.

Use the momentum generated by the crowdfunding campaign to build on the success and cultivate ongoing relationships with donors for future fundraising initiatives.

Grant Writing

Pursue grants from government bodies, private foundations, and corporations to fund research projects, academic programs, and infrastructure development. Leverage these grant-writing tactics to increase your win rate:

  • Understand the grantmaker’s priorities. Before you begin writing a grant proposal, thoroughly research the grantmaker’s mission, goals, and funding priorities. Tailor your proposal to align with the specific areas of interest or focus outlined by the grantor.
  • Craft a compelling narrative. Tell a persuasive and engaging story in your grant proposal. Use clear, concise language to convey the significance of your university’s project or program. Highlight the potential impact on students, research, or the community, and provide concrete examples and evidence to support your claims.
  • Address the grant requirements. Pay close attention to the grant application guidelines and requirements. Ensure that your proposal meets all specified criteria, including format, word count, submission deadlines, and any requested attachments or supporting documents. Failure to adhere to these guidelines can result in your proposal being disqualified.

Grantmakers often want to see that their funding will have a lasting impact. Therefore, you should also outline a clear plan for the sustainability of your project or program beyond the grant period.

Corporate Partnerships

Corporate sponsors provide universities with a stable source of financial support that can enhance academic programs, scholarships, and research initiatives. Plus, the partnership can strengthen the university’s reputation and attract philanthropic contributions from other sources.

Take these steps to establish strong partnerships with businesses:

  • Research and identify alignment. Research potential corporate sponsors to identify organizations that align with your university’s mission, values, and goals. Seek out companies with a history of supporting educational initiatives or whose corporate giving priorities align with your institution’s programs.
  • Create customized proposals. Tailor your sponsorship proposals to the specific interests and needs of each potential corporate sponsor. Outline the benefits and opportunities that partnering with your university can offer, such as brand exposure, access to a talented pool of students, research collaboration, or community engagement.

Once you’ve secured a corporate sponsor, maintain a strong and transparent line of communication. Regularly update them on the progress of their sponsorship, including the impact of their support and any milestones achieved. Sharing success stories, data, and reports demonstrating the tangible results of their partnership reinforces their commitment and fosters a sense of ownership and pride in the collaboration.

Endowments

Endowments encompass invested donations that grow over time to provide increased value. Educational institutions can use this university fundraising tactic to fund:

  • Scholarships: Endowments often support scholarships and financial aid programs, ensuring that deserving students have access to higher education regardless of their financial circumstances. These funds can cover tuition, fees, books, and sometimes even living expenses.
  • Professorships: Endowments can be designated to attract and retain top-tier faculty members and provide resources for cutting-edge research and academic excellence.
  • Research programs: Lastly, endowments can fund university research programs. These funds may provide the school with research grants and fellowships, equipment, new research centers, or seed funding for pilot projects.

Creating endowments for your university is beneficial because it provides your institution with a stable source of income. This type of fundraising also attracts major donors, allowing you to build relationships with supporters who have the highest giving capacities.

Planned Giving

Encouraging donors to include your university in their estate planning can lead to long-term, reliable financial support. Identify donors who are nearing retirement or already retired, have a history of significant contributions, and are actively involved—these are prime candidates for planned giving.

Then, appeal to these prospective donors, keeping in mind that:

  • Timing and context are crucial. Choose the right moment and setting for your discussion. Invite prospective donors to a formal face-to-face meeting or virtual conversation where you can devote ample time to the topic without distractions.
  • Planned giving is a sensitive topic. Instead of directly asking donors whether or not they want to invest in planned giving, you might inquire about their long-term philanthropic goals, their connection to the university, or their aspirations for leaving a legacy. This approach allows donors to express themselves freely and can naturally lead to discussions about their estate.
  • The benefits may be unclear. If donors express an interest in planned giving, walk them through the benefits, mentioning the opportunity to leave a lasting legacy on their alma mater and receive significant tax advantages. Additionally, explain their giving options, including bequests, charitable trusts, and gift annuities.

Because planned giving often involves complex financial arrangements, you should consult with legal experts throughout this process to ensure compliance with relevant laws and regulations.

Special Events

Fundraising events can attract significant donations and enhance your networking opportunities. For the best results, host events that are creative and will inspire a large turnout like:

  • Art auction gala: Host an elegant evening featuring an art auction with pieces donated by alumni, faculty, and local artists. The event combines the appreciation of art with philanthropy, allowing attendees to bid on unique artworks while supporting the university’s initiatives.
  • Taste of the world festival: Celebrate cultural diversity by organizing a food and cultural festival. Invite local vendors and international student organizations to showcase their cuisine, music, and traditions. Attendees purchase tickets to taste various dishes, with proceeds benefiting international programs or scholarships.
  • Student talent show: Showcase the talents of students, faculty, and staff in a talent show or variety performance. Sell tickets for entry and use the proceeds to support student scholarships or arts programs.
  • Campus scavenger hunt: Organize a campus-wide scavenger hunt where participants follow clues and solve puzzles to discover hidden treasures or landmarks. Participants pay an entry fee, with funds raised going towards campus improvements or student initiatives.

Throughout the event planning process, consider how you can engage potential donors who may not be able to attend the event in person. For instance, when hosting a scavenger hunt, you might add an exclusive map to your website or mobile app that allows attendees to participate virtually.

3 Tips for Hosting a University Fundraising Campaign

As you prepare to launch your next university fundraising campaign, keep the following tips in mind to ensure it’s a success.Tips for hosting a university fundraising campaign, as discussed in the text below.

1. Develop a clear fundraising strategy.

Define your university’s fundraising goals and priorities. Establish a comprehensive plan that outlines the specific projects, initiatives, or areas that require funding.

Be sure to identify your target donors, whether they are alumni, corporations, foundations, or individual philanthropists, and tailor your strategy to appeal to their interests and values.

2. Diversify outreach.

Donors have varying communication preferences and motivations for giving. Using a mix of channels, including social media, email, direct mail, phone calls, and in-person events, caters to these preferences and increases the likelihood of engagement.

In addition to more traditional methods, you may incorporate more unique outreach opportunities like eCards. When you thank your donors or invite them to an event with an eCard, you grab their attention and communicate with them in a more interactive, exciting way.

You may also reach potential supporters through Google Ads. With the Google Ad Grant program, philanthropic arms of higher educational institutions can unlock $10,000 in Google Ad credits for free. This way, your organization can show up at the top of the search results for relevant searches and secure more support.

For the best results, segment your donor list based on factors like giving history, affinity to specific university programs, and communication preferences, and personalize your outreach accordingly.

3. Cultivate strong alumni relationships.

Alumni who feel connected to their alma mater are more likely to contribute. That’s why it’s important to engage with your alumni community on a regular basis, not just when you need their financial support.

Stay in touch through regular newsletters, social media updates, and invitations to alumni events. In addition, recognize their accomplishments and contributions to the university, seek their input on important initiatives, and provide opportunities for alumni to mentor or support current students.

A Final Note About University Fundraising

Remember that the fundraising landscape is not a fixed path but a vast terrain of opportunities waiting to be explored. With each step, you can gain experience, build lasting relationships, and contribute to the enduring legacy of higher education.

For more information on university fundraising, review these additional resources:

 

The title of the article next to an illustration of a man sitting on a calendar with a dollar bill, representing payroll giving.

What Is Payroll Giving? How to Make Donating More Efficient

According to America’s Charities, nonprofits raise about $5 billion from workplace giving each year. These funds are crucial in enabling charitable organizations to pursue their missions.

With so much donation revenue available through this channel, wouldn’t it be nice if there was a way to streamline these contributions? That way, companies could better manage them, donors would be more inclined to contribute, and nonprofits would ultimately earn more for their causes.

Enter payroll giving. This form of workplace giving makes donating as easy as possible for employees. In this guide, we’ll review what payroll giving is and just how beneficial it is for companies, donors, and nonprofits alike.Get a demo of our matching gift software to multiply the impact of payroll giving.

What is payroll giving?

Payroll giving, also known as automatic payroll deductions, allows employees to contribute to nonprofits right from their paychecks. Since these deductions come out of employees’ paychecks automatically, it’s an easy set-it-and-forget-it way to give back. In most cases, these contributions are a percentage of the employee’s pay, but corporations that use CSR software with employee self-service tools may allow team members to adjust their contributions as they please.

How does payroll giving work?

With the help of workplace giving software, payroll giving simplifies the donation process. These steps illustrate how payroll giving works:The payroll giving process, as outlined in the text below.

  1. The company implements workplace giving software with payroll giving capabilities.
  2. The company chooses which nonprofits they’d like to support through payroll giving.
  3. Employees enroll and select the charity they’d like to support and how much they’d like to contribute.
  4. The software deducts the donation like any other deduction—such as a 401K contribution or healthcare premium—and sends it to the nonprofit.

While most payroll deductions are pre-tax, payroll giving contributions are after-tax deductions. As a result, employees can claim these donations as deductible when they file their personal taxes. Companies that offer payroll giving should reflect employees’ contributions in their W2s.

What are the benefits of payroll giving?

While it’s clear that payroll giving benefits nonprofits since they receive the resulting donations, this form of workplace giving is also beneficial for participating companies and donors. Let’s dive into the benefits of payroll giving for each group.The benefits of payroll giving for companies, donors, and nonprofits, as outlined in the text below.

Benefits of Payroll Giving for Companies

Not only is payroll giving easy for companies to manage, but it also offers a variety of other workplace benefits for companies. Payroll giving helps companies to:

  • Engage employees. Workplace giving methods such as payroll giving increase employee engagement. When employees feel that they are working together with their employer to make the world a better place, they’re more likely to find meaning in their roles and stay actively engaged in the workplace.
  • Keep employees around. Employees engaged in workplace giving have higher retention rates. In fact, employees who participate in workplace giving have 75% longer tenures with their companies than those who don’t.
  • Attract mission-driven employees. Payroll giving helps companies recruit employees who share their values and want to make a difference. Studies show that 71% of employees want to work at a company that gives back to charitable causes through philanthropy and volunteering. By offering payroll giving and promoting it during the hiring process, companies can attract mission-driven team applicants.

When companies offer payroll giving, they demonstrate their commitment to corporate social responsibility (CSR) by helping employees find reputable nonprofits to contribute to and facilitating the giving process. As a result, they’ll build a workforce of like-minded, engaged employees who will stay long-term.

Benefits of Payroll Giving for Donors

There are so many different ways donors can contribute to their nonprofits of choice, so what makes payroll giving stand out? Payroll giving is an excellent donation method for donors because it’s:

  • Easy to participate in. Once donors enroll in payroll giving, they’re set to continue contributing indefinitely. The automatic donations make it extremely easy for donors to participate without taking time out of their busy schedules to make repeat gifts.
  • Inclusive. While these days nonprofits accept donations in cash, credit, PayPal, Apple Pay, Venmo, and more, not all employees have these payment methods at their disposal. However, all employees receive a paycheck, so payroll giving allows them to make a difference.
  • Tax-deductible. As mentioned before, payroll deductions come out of donors’ after-tax earnings, making these contributions tax-deductible. Donors can write off these costs and will owe less when they file their taxes.

Additionally, if donors don’t have the means to contribute a large sum at once, payroll giving enables them to break up their donation into smaller, more manageable amounts that they can gift to nonprofits on a recurring basis.

Benefits of Payroll Giving for Nonprofits

Payroll giving is one of many ways for nonprofits to generate donation revenue, so it benefits them by simply providing them with more funds. However, there are some less obvious benefits of payroll giving for nonprofits as well, including:

  • No transaction fees. Traditional online donation methods may require payment processing fees that lessen the value of each donation. Since payroll giving comes right from donors’ paychecks, there are no transaction fees, meaning the entire donation amount goes directly to the nonprofit.
  • Predictable funding source. Payroll contributions are a form of pledged donations. Nonprofits can plan for these gifts in advance, allowing them to better allocate their budgets.
  • Potential for long-term donor relationships. Donors who contribute to nonprofits through payroll giving do so on a recurring basis. Charitable organizations can identify regular payroll giving participants and establish long-lasting relationships with them.

Nonprofits can also analyze their donor data to determine which employers are most frequent among their payroll givers. Then, they can reach out to these companies to forge corporate partnerships that benefit both parties.

How do payroll giving and matching gifts connect?

Matching gifts are a type of corporate giving program where a company agrees to match their employees’ donations to nonprofit organizations, usually at a 1:1 ratio. By implementing matching gifts, companies can encourage their employees to donate to their favorite causes, with 84% of matching gift survey participants saying they’re more likely to donate if a match is offered.

When companies apply matching gifts to payroll contributions, they can amplify the impact of their employees’ donations and allow nonprofits to earn even more for their causes. Some workplace giving platforms let companies apply matching directly through the software. Donors can also use a matching gift database to research their matching gift eligibility and fill out a matching gift request form to send to their employers.

Check out how our matching gift software, 360MatchPro, helps organizations boost donation revenue:

By combining the efficiency of payroll giving and matching gift software, donors can easily make an impact on their favorite causes and help nonprofits increase their revenue. Payroll giving and matching gifts go hand in hand to expand companies’ CSR efforts, allow donors to make a greater impact with the same donation amounts, and enable nonprofits to earn the funds they need to support their beneficiaries.

Final Thoughts and Additional Resources

When it comes to workplace giving, payroll giving stands out due to its extreme efficiency. That means it’s easier for companies to manage, donors to participate, and nonprofits to receive necessary funds.

Using a dedicated workplace giving platform, companies can kickstart the payroll giving process and help their employees contribute to their favorite causes. To learn more about workplace giving and how to get started, check out these resources:

The Complete Guide to Celebrating Matching Gift Month

Here’s How You Can Celebrate Matching Gift Month This February

February is a time to celebrate love and happiness⁠—and matching gifts. That’s why it’s been dubbed the official Matching Gift Month. This year, we recommend taking the opportunity to scale up your matching gift promotional efforts accordingly.

We’ll cover everything you need to know to celebrate corporate giving and drive action (and matches) this February.

This includes:

Looking for new and exciting ways to amplify your nonprofit’s matching gift efforts leading up to Match Month? You’ve come to the right place. At Double the Donation, we’re experts at matching gifts, and we’ve compiled a list of suggestions sure to elevate your engagement efforts this February.

Ready to bring your matching gift fundraising to the next level? Let’s explore top recommendations for making the most of Match Month⁠—and see what your team can do to bridge the knowledge and funding gaps alike.

What is Matching Gift Month?

Matching Gift Month is an annual celebration of corporate donation matching, often used to increase awareness and usage of match programs. Held in February each year, Match Month is an opportunity to recognize the extensive impact that corporate philanthropy programs, like matching gifts and more, can have on nonprofit fundraising groups.

Celebrating matching gift month with internal refresher courses

And what is that impact? Research indicates that an estimated $2 to $3 billion is donated through matching gift programs each year. That’s a substantial source of funds provided to charitable causes like yours. Not to mention, the mere existence of a match incentivizes individual donors to give at new heights, too. The same reports state that 84% of donors are more likely to give if a match is available, while 1 in 3 would give a larger amount if a match were to be applied.

However, an additional $7 billion goes unclaimed by qualifying nonprofits and their donors each year⁠—largely due to a lack of information surrounding the programs. That’s why many mission organizations and schools are taking the opportunity to elevate their matching gift fundraising and push the initiatives forward this year. And Match Month is the perfect chance to begin.

10+ Powerful Ways to Celebrate Matching Gift Month This Year

These smart marketing and engagement ideas inhabit a fun sense of novelty this month. But they’re also impactful for long-term engagement in your organization’s overall strategy.

For the best results, we suggest integrating multiple of the following methods—both this month and beyond.

1. Give your internal team a refresher course.

Before ramping up your organization’s matching gift efforts for Match Month, it’s a good idea to take a look inward. Hopefully, your internal fundraising team should be well-versed in matching gift information. But perhaps you’ve had a few new team members join since your last group training. Or maybe your staff (and volunteers!) could just use a refresher.

The solution? Start the month off right with your own team. Take the time to reiterate the importance of corporate matching gift programs. Practice asking common matching gift questions, ensuring that all individuals have the knowledge and assets to answer them.

You can even provide your team with access to educational resources and other materials to help grow their knowledge and preparedness for the celebrations ahead.

We have some fantastic free eBooks, blog posts, templates, webinars, and more at Double the Donation.

Plus, we offer the industry’s first-ever Matching Gift Academy—an online learning hub encompassing 45 lessons and more than 7 hours of informational video content across 10+ modules.

When it comes to driving matching gift revenue, your internal team encompasses your greatest assets. Make sure they’re equipped to advocate for the opportunities as best they can!

Top tip:

Though the Academy is valued at $199 per year, current 360MatchPro clients can access the learning system at no cost. Just head to the back-end of your matching gifts portal to locate your organization’s unique coupon code!

2. Share on social media.

Your organization likely has at least one, but likely a number of profiles on popular social media sites. Whether it’s a Facebook page, an Instagram profile, or even a TikTok account, your strategic web presence can go a long way toward marketing matching gifts online.

And what better time is there to begin (or to elevate your strategy) than a month dedicated to all things matching gifts?

To get started, consider sharing the following types of content on your nonprofit’s social profiles:

Images and videos

Social media platforms are increasingly visual-focused. If you want to grab⁠—and maintain⁠—your audience’s attention as they scroll through their feeds, research indicates that incorporating eye-catching images and videos is the way to go. In fact, studies show that image-based social posts receive 2.3 times more engagement than those without, and posts with video content can see up to 10 times higher engagement levels.

That said, Match Month is an optimal time to produce and share matching gift marketing videos and imagery. Or get started with our pre-made social media graphics here!
(Hint: click each image to enlarge the attachment and download a copy.)

360MatchPro users:

For more templates and sample matching gift posts, head to “Marketing Assets” within the “Resources” tab in your matching gift portal. Then, explore our customizable social media designs for Instagram, Facebook, LinkedIn, and more⁠—including graphics specifically for celebrating Match Month.

Sample Matching Gift Month posts

Not a client yet? Get a demo to see if Double the Donation is right for your team and gain access to a range of tools and resources!

Industry research

Highlight key statistics that effectively demonstrate the potential that corporate matching brings. Double the Donation has compiled some of our favorite metrics here, including an overview of unclaimed funding and a wide range of participating companies.

Check out these examples:

26 million+

individuals work for companies with matching gift programs.

11%

of corporate cash donations are made through matching gift programs.

$2.86 billion

was contributed through corporate matching gift programs last year.

$4-$7 billion

in matching gift funds are left unclaimed by eligible donors each year.

Success stories

Social media is driven by connectivity, networking, and social proof. That’s why case studies, testimonials, and other success stories can be some of the most influential content you can share!

Take a look at a few examples here:

  • Sharing the total sum of matching gift revenue (e.g., “Our organization collected more than $50,000 in matching gift funds in the past year from donors like you”).
  • Highlighting specific examples from prior match donors (ex: “Sarah from Home Depot secured a corporate match on our behalf equaling $5,000, bringing her total contribution value to more than $10,000”).
  • Spotlighting user-generated content from prior match donors (“According to Jennifer, long-time matching gift donor, ‘I love having the chance to stretch the value of my donation, and getting my employer to support my favorite cause is great!’”)
  • Showcasing historic community impact (“Thanks to generous matching gift donors last year, we were able to feed an additional 1,000 families in need through corporate match funding we received.”)

Your supporters care about the impact your organization (and, by extension, their donations) brings. When your followers see the influence that other matching gifts have had, they’ll be more likely to take steps to do so themselves.

Reiterate that donation-matching programs enable donors to double their impact without reaching back into their own wallets. If you can put it in terms of tangible impact (e.g., feed two shelter cats for the cost of one), even better!

3. Optimize your site for matching gifts.

Social media marketing is great⁠—but there’s only so much you can share in each post. So, how can you ensure your audience can easily access the information they need to take action? Be sure every matching gift-related item you share links back to additional resources for learning more.

The best place to house those resources is your organization’s website. If you already have a built-out matching gift web page (which you should), consider driving traffic to the page for supporters to learn more about the opportunity. And if you don’t have an existing matching gifts page, Match Month is the perfect time to build that online hub.

Here’s an example of a well-designed matching gifts page to consider:

Matching Gift Month - Match Page Example

This inspiring sample follows all of our recommended practices. Take a look at the embedded matching gift search tool (which empowers donors to locate the information they need in seconds), a helpful infographic to visualize the involvement process, a detailed FAQ section, and information about the institution required for donors’ requests. Not to mention, it’s prominently located on the school’s navigation menu!

From there, we also suggest integrating matching gifts directly into your online donation process. Ideally, this should include an employment data widget to your giving form and company-specific program details on the confirmation screen.

Consider adding a separate page about one-off matching gift programs, too. (We’ll talk more about those below!)

4. Send a Matching Gift Month newsletter.

Does your organization send regular newsletters as a way to keep donors and other supporters in the know about upcoming events and opportunities? A matching gift-focused newsletter—whether physical or digital—can serve as a powerful tool for raising awareness of matching gift opportunities.

And it’s a great way to elevate engagement with the annually celebrated Match Month.

Matching gift month newsletter

At the very least, consider adding a section about Matching Gift Month involvement in your standard newsletter. But an entire edition dedicated to matching gifts can go a long way toward inspiring participation in the programs!

5. Look for fundraising match opportunities.

Some companies extend their programs to encompass gifts collected by an employee through a peer-to-peer fundraising effort on behalf of a nonprofit organization—even if the funds didn’t come directly from the employee’s own wallet.

Programs like these are known as fundraising match programs. And since these initiatives can also be considered a form of donation-matching, they can fit perfectly into a well-rounded Matching Gift Month plan!

Here’s how it works:

  1. Your organization facilitates a peer-to-peer fundraising campaign in conjunction with Matching Gift Month (February).
  2. Your team screens your donors’ employment information to locate supporters who work for companies with fundraising match programs.
  3. Your team reaches out to fundraising match-eligible contacts and encourages them to fundraise on your nonprofit’s behalf. (Be sure to mention your Matching Gift Month celebrations and the opportunity for their total funds to be doubled by their employer!)
  4. Volunteer fundraisers solicit donations from their family and friends and participate in any associated event or campaign activity.
  5. At the conclusion of the campaign, fundraisers submit requests for their companies to match the sum of their funds raised.
  6. Fundraisers’ employers review the requests and verify that submissions adhere to program criteria.
  7. Fundraisers’ employers approve the requests and disperse funding to the organizations for which their employees fundraised.

For example, let’s imagine that John Doe of State Street Corporation raises $1,572 for your organization. This is collected from 15 peers and associates through a social fundraising effort your team hosts this Match Month. When John requests a match from his employer, State Street supplies an additional $1,572 for your cause. This brings the total value of John’s fundraising efforts to $3,144!

Fundraising match example for Matching Gift Month

That’s a lot of extra funding for your mission—all while engaging your donors at new heights and growing corporate support.

Top tip:

Use your matching gift database tool to uncover fundraising match opportunities in your donor network. Platforms like Double the Donation supply information about many types of corporate giving programs—including volunteer grants and fundraising matches when available.

6. Encourage non-eligible donors to advocate for new programs.

Unfortunately, not all companies match employee donations (though new programs are added every day). And some employers are likely interested in getting started⁠—they might just need a little push to do so.

Luckily, your existing (and non-match-eligible) donors can be some of your best champions for inspiring new matching programs. Sometimes, all it takes is an email from a philanthropic employee to get the ball rolling for a new corporate program. And Matching Gift Month can be the perfect time to begin laying a foundation.

Consider sharing a template like this to provide a baseline for supporters considering advocating on your behalf this month:

Matching gift advocacy template

Subject line: Request for a corporate matching gift program

Hi [manager or HR representative name],

I am writing to request the addition of a corporate matching gift program at [company name].

Thousands of companies across the globe have established employee matching gift programs, agreeing to match gifts made by their employees to qualifying nonprofit causes with their own corporate donations.

This is an extremely beneficial program to host for every party involved⁠—including the company, its employees, and the nonprofits they support. If you’d like to take steps to establish a matching gift program for the company, Double the Donation has provided a number of detailed guides that walk corporate leaders through the process.

Thank you for your consideration!

P.S. ⁠— February is National Matching Gift Month, so it’s a great time to get started!

We’ve even written a dedicated blog post on the topic. Feel free to send this article⁠—How to Advocate for a Matching Gift Program to Your Employer⁠—to your donors to guide them through the process of proposing programs for their companies.

Top tip:

Use 360MatchPro’s “Leading Companies” tool, which showcases the employers most often searched by donors using your company database tool, to identify businesses in your network without existing match programs! Then, craft a personalized plan for pitching a matching gift program or encouraging your donors to do so themselves.

7. Pursue one-off matching gift program opportunities.

Most companies that match employee donations agree to do so to most nonprofit causes. However, if an organization has an existing partnership with a corporation, it may seek a one-off (or unique) matching gift program that is exclusive to the cause.

In some cases, this type of offering can be an ongoing sponsorship opportunity. But it also may be limited to a particular period of time⁠—such as Matching Gift Month! Thus, February (and/or the weeks leading up to February) can be a great chance to begin pursuing such a relationship.

One-off matching gift program for Match Month

There are a few types of one-off matching gift programs to consider. These include…

  • One-off match initiatives with companies that do not yet offer complete matching programs. (For example, Carl’s Computer Company does not have an established matching gift program but agrees to match donations solely made to Atlanta University.)
  • Agreements with companies that do offer traditional matching gift program⁠s but want to match donations to your organization at a higher rate. (Ex: Carl’s Computer Company matches employee donations to all 501(c)(3) nonprofits at a dollar-for-dollar rate and matches gifts made to Atlanta University at a 2:1 ratio for the duration of Matching Gift Month.)

Keep in mind that both types of programs can be beneficial to your cause, your donors, and your corporate partners. In either case, your donors’ employing companies can be some of your most valuable prospects!

Top tip:

Once you’ve established a one-off match with a corporate partner, add the program details (including eligibility criteria and submission instructions) to your company search tool using 360MatchPro’s custom matching gift management feature. This way, the program will populate in your employer search tool, making it quick and easy for donors to access the information they need to participate.

8. Follow up on previously made donations.

Your organization’s work promoting Matching Gift Month might very well drive a number of new donations⁠—and matches⁠—to your cause. But another strategy you can employ involves following up on previously made gifts. Then, encouraging still-eligible donors to submit their requests retroactively.

Here’s a sample follow-up email you might send:

Donation follow-up example for Matching Gift Month

Not to mention, Match Month falls just a few weeks after the year-end giving season when most organizations see elevated giving. Many of those donations may still qualify for corporate matching, even into the first few months of the new year.

In fact, tons of companies set generous matching gift request deadlines⁠—often accepting submissions for up to a year after the initial donation is made. Take this opportunity to remind eligible donors about their employers’ matching gift programs and how they can get involved.

Top tip:

Use a matching gift automation tool (like 360MatchPro) to automate outreach and trigger personalized donation follow-ups!

9. Include matching gifts in staff email signatures.

This is perhaps our simplest suggestion for celebrating Match Month, but it can be particularly effective when paired with some of our other top ideas. We recommend adding a quick line mentioning matching gift opportunities to all of your team members’ email signatures.

Matching gift month email signature sample

More than likely, your organization sends a ton of emails⁠—from donation appeals to thank-you messages and even nonprofit programming outreach. By incorporating matching gifts in automatic signatures, you can use every piece of communication with your cause as a way to promote donation-matching.

While you could add a simple blurb beneath an individual’s name and contact information, making it stand out can produce great results. For that reason, consider getting a graphic made and added to each person’s signature.

You can even use the space to link to additional resources where recipients can learn more.

10. Consider matching challenge grants.

Corporate matching gifts aren’t the only type of match opportunity your organization should keep an eye out for⁠—they’re just the most widely available. But other match-based initiatives⁠, like challenge grants⁠, also have the potential to multiply the impact of a group’s fundraising success.

Rather than a company matching the donations its employees make to charitable causes, challenge grants are facilitated as a way to offer a donation match to all of a nonprofit’s supporters. Typically offered by a generous major donor, corporation, or foundation, these programs are generally organized according to a set time frame (e.g., a 24-hour period) or predetermined threshold (such as up to $10,000). Then, any individual who gives within the time frame prior to the match fund being depleted will have their gift doubled for your cause by the challenge grant supplier.

It’s important to remember, too, that challenge grants and matching gifts are usually not mutually exclusive. That means you can layer a few matching gift opportunities on top of one another (for example, a donor’s gift being matched through a challenge grant and by their employing company) to further amplify your efforts.

Challenge grant example for Matching Gift Month

And that’s what we recommend doing to celebrate Matching Gift Month!

Bonus: Make matching easy.

Our final idea for celebrating Matching Gift Month is one that will benefit your organization well beyond the 28 (or 29) days of February. A lot of our previous recommendations involve raising awareness of program opportunities in the first place. Now, we suggest going a few steps further and driving matches by simplifying the processes involved.

After all, donors love matching gifts. They love getting the opportunity to multiply their contribution impact. But even your most dedicated supporters might not follow through when the process is too complicated or time-consuming.

That’s why we recommend fundraising organizations employ matching gift software to streamline and simplify the process. For example, 360MatchPro by Double the Donation empowers nonprofits to:

  • Identify eligibility with the industry’s most comprehensive matching gift database and corresponding search tool, making it quick and easy for donors to locate the information they need to participate.
  • Provide employer-specific matching gift program guidelines (minimum and maximum donation amounts, qualifying employees and nonprofit causes, match ratios, and more) and direct links to online submission forms, thus driving more requests to completion with actionable next steps.
  • Enable innovative auto-submission capabilities, allowing eligible donors to complete the match request process directly from the organization’s giving page and removing critical roadblocks facing traditional matching gift submissions.
  • Trigger automated and personalized matching gift follow-up messaging to remind donors about matching gift availability and encourage them to take the next steps in their companies’ request processes.
  • Seamlessly implement a matching gift solution into their existing fundraising ecosystem thanks to ready-built integrations with nearly all leading donation tools, peer-to-peer platforms, CRMs, and more⁠—empowering organizations to get up and running with gift-matching strategies in minutes!

Celebrating matching gift month with matching gift software

Not only does this benefit your donors by making matching programs more accessible, but it also ensures more back-end efficiency for your internal team and results in matching gift revenue growth of more than 61%.


Inspiring Matching Gift Month Examples to Review

Drawing inspiration from other nonprofits’ Matching Gift Month efforts can be highly beneficial for organizations strategizing their own campaigns. Not only can successful examples provide invaluable ideas and insights, but they can also spark creativity among your team and establish a deeper understanding of what resonates with nonprofit audiences.

That said, take a look at these Match Month campaigns to aspire to.

Example #1: Matching Gift Month Social Media Post

This independent Massachusetts private school took to Facebook and other social media platforms to promote the corporate matching gift opportunity last Match Month.

Sample Matching Gift Month marketing by the Rashi School

This institution uses the post as a way to promote matching gifts and encourage unprecedented individual giving. Not to mention, it links to the school’s matching gifts page and company search tool. These resources can supply additional information and assist supporters in getting started!

Example #2: Matching Gifts Web Page

One university opts to use its matching gift web page as a way to increase awareness about Match Month celebrations.

Sample Matching Gift Month marketing by CWRU

The blurb, which is embedded in the web page, encourages users to research their companies’ matching gift programs and double their giving impact if they qualify. It also includes an informational matching gift video that uses animated graphics to visualize the institution’s matching gift efforts.

Example #3: Match Month Landing Page

This organization published a dedicated landing page on its website as a way to drive awareness of Matching Gift Month among its supporters.

Matching Gift Month example campaign

The page begins with a flashy and eye-catching graphic, shares specific performance metrics that reiterate matching gift impact, and implements an embedded company search tool. It even includes a template supporters can use to advocate for matching gift efforts when their employers lack such programming.

Example #4: Matching Gift Month Blog Post

In order to encourage Match Month participation among its supporters, this nonprofit published an informational blog post on its website.

Matching Gift Month example campaign

The article outlines the basics of Matching Gift Month, emphasizes the importance of matching gifts for the organization’s mission, and shares additional resources donors can use to pursue matching gift opportunities (such as a direct link to the dedicated Match Page and integrated search tool). Plus, it uses illustrated statistics to communicate the availability of employee gift-matching in a user-friendly way!

Looking for more matching gift success stories?


Wrapping Up

Matching gifts have the potential to elevate your organization’s fundraising, bringing your overall community impact to new heights. February’s celebrations can be a fantastic opportunity to jumpstart or scale up your efforts⁠. But it’s certainly not the only time to pursue this funding source.

As you aim to drive awareness of (and participation in⁠) the programs this month, remember that the value of a long-term matching gift strategy can boost your fundraising for years to come. Keep in mind that the practices outlined above—and powering your team with the right tools and resources—can help!

Get started with Double the Donation this month

Looking for more helpful matching gift resources? Check out our other recommended blog posts to continue learning:

Complete Guide to Matching Gifts

Matching Gift Programs Additional Resources for Matching Gift Month

Dive into the basics and beyond with this complete guide to corporate matching gift programs.

Find out everything from common guidelines and well-known programs to streamlining your efforts with matching gift software.

READ NOW

How to Encourage Matching Gifts

How to Encourage Matching Gift Requests This Match Month

Not all match-eligible donors will complete their submission processes right away. Discover several impactful strategies for driving more matches to completion with this smart guide.

Then, incorporate these methods to raise more!

READ NOW

eBook: Matching Gift Marketing

The Ultimate Guide to Marketing Matching Gifts This Match Month

Learn everything there is to know about marketing matching gift programs effectively with our free downloadable resource.

This guide covers top strategies for raising awareness and elevating matching gift fundraising with ease.

READ NOW

The title of the article next to an illustration of three employees volunteering

4 Easy Ways to Start Embracing CSR at Your Company

Corporate social responsibility (CSR) is an opportunity for companies to give back to the communities they operate in and boost their reputations at the same time. From creating matching gift programs to improving your company’s Diversity, Equity, and Inclusion (DEI) practices, there are several ways to get involved.

Review the following strategies and consider how you can incorporate them into your company’s operations. With the right mindset and intuitive social good software, you can navigate the ever-evolving CSR landscape with ease.

1. Familiarize Yourself With the Benefits of CSR

Before you create a CSR program, familiarize yourself with the rationale behind the movement and everything it can do for your business. First, embrace the fact that businesses are adopting CSR programs because of a clear demand — employees, customers, and shareholders alike want companies to be more socially responsible.

These statistics explain the rise in CSR-related initiatives and the profound impact they can have on your company:

  • 93% of employees believe businesses should lead with purpose. By embracing CSR at your company and letting team members participate, you can show employees that your company is driven by a worthwhile purpose that they enjoy being a part of.
  • 55% of employees say they would take a lower salary to work for a socially responsible company. This means that public, impactful CSR efforts that resonate with employees can improve your company’s employee recruitment, engagement, and retention efforts.
  • 77% of customers want to purchase from socially responsible companies. When you prove to the public that your company is actively engaged in CSR efforts, you can retain more customers and boost sales revenue.

As these trends show, effective CSR programs can help your company improve everything from employee motivation to your business’s reputation. Plus, if you use a CSR platform to track and measure your programs’ results, you’ll be able to easily report on and publicize your company’s impact to access these benefits faster.

If any of your company’s key stakeholders are hesitant to adopt a CSR program due to the necessary investment of time and resources, share these statistics and others like them to demonstrate CSR’s proven value.

2. Reflect on Your Company’s Values

CSR programs are more likely to be successful when they represent a company’s core values and public priorities. Value alignment helps employees feel more motivated to participate in CSR activities and ensures that your company will retain a vested interest in the program long-term.

Take time to revisit your business’s core values and think about ways you could naturally align corporate social responsibility programs with them. For example, if one of your core values is giving back to the community, you should prioritize corporate philanthropy programs and community service opportunities for employees. On the other hand, a sustainable food service company would be more suited to create internal energy conservation initiatives or a program that donates leftover food products to community shelters.

Brainstorm ideas for a variety of programs that would align with your company’s interests, then research other companies in your sector to see what type of CSR programs they have. Choose one idea to explore first, then save the rest of the list for future program development.

3. Start With a Matching Gifts Program

As you evaluate your options for potential CSR programs, consider developing a matching gifts program first. Employee giving programs are especially effective for increasing employee engagement, and matching gifts are the easiest employee giving program for businesses to facilitate.

These programs involve your company financially matching donations that your employees make to eligible nonprofit organizations, often at a 1:1 ratio. This means that if your employee donated $100, your company would donate an additional $100 to the same organization. Matching gift programs allow your company to support a multitude of causes while helping individual employees make more of a difference.

To launch a matching gift program for your company, follow these basic steps:

  1. Set eligibility guidelines for the gifts you’ll match. Determine what types of organizations will be eligible, such as 501(c)(3) nonprofits and educational institutions. Then, set a match ratio, minimum gift amount, and maximum gift amount. For instance, you might match gifts from $20 up to $2,000 at a 1:1 ratio.
  2. Choose a CSR platform. Corporate social responsibility platforms allow you to easily manage matching gift requests and the disbursement of donations. Additionally, they help you track and report on your company’s total philanthropic impact.
  3. Establish a matching gift request process. Choose a deadline for when employees should submit requests, such as within six months of the donation or by the end of the fiscal year. Then determine what information employees must provide about the gift and where they should submit the request, such as via your company portal.
  4. Let employees know about the option. Create official documentation that outlines the matching gift request process and eligibility guidelines for employees, then distribute it to team members when you announce the new program.

To encourage employees to participate in your new matching gift program, emphasize the benefits of matching gifts for both employees and the organizations they support. Focus on how they can make more of an impact on the causes they care about without spending more of their own funds.

4. Offer Incentives for Volunteering

It’s likely that some of your employees already volunteer regularly, while others would appreciate an incentive to do so. By launching a corporate volunteering program, your company can embrace CSR and boost employee job satisfaction.

Consider offering one or more of the following volunteer incentives:

  • Volunteer grants: Similar to matching gifts, a volunteer grant program is employee-driven. Your employees volunteer for a certain number of hours at a nonprofit of their choice and fill out a grant request form. Then, your company donates a set amount (such as $100 per 10 hours) to the same organization.
  • Volunteer Time Off (VTO): In addition to vacation days, some companies offer a few days of VTO so employees can easily fit volunteering into their schedule and get paid for their time.
  • Company-wide volunteer days: Group volunteer outings allow your company to help an organization, engage employees, and foster team-building all at once. Choose a nonprofit to work with, then bring employees out for a fun day of community service.

No matter which programs you choose, a robust CSR platform can help you manage volunteer activities and monitor the impact of both your company and individual employees. With this information, you can recognize employees who volunteered the most and encourage team members to engage with your CSR programs.

As you explore what CSR looks like for your company, take note of any charitable organizations you interact with that seem especially aligned with your values. Cultivate relationships with these nonprofits through corporate volunteering outings and conversations with their staff, and they could become long-term partners you can sponsor in the future. The more you learn about your employees’ charitable interests and organizations that align with your core values, the more easily you’ll be able to develop and maintain impactful CSR programs.

The Ultimate Guide to Employer Appends for Fundraisers

The Ultimate Guide to Employer Appends for Fundraisers

You likely gather many details about your donors⁠—those who support your cause with their funds, time, or resources. Perhaps you collect names, contact information, engagement history, interests, and hobbies. The more comprehensive an understanding you have of each supporter, the better you can tailor your fundraising strategy to effectively reach your target audience.

However, one critical piece of the puzzle that’s often overlooked is employment data. Knowing where your donors work can play a significant role in how you relate to them in terms of fundraising, corporate giving opportunities, and more. And if you don’t already have this data point on file? That’s where employer appends come in.

In this guide, we’ll provide a walkthrough of all things employer appends⁠—including:

Understanding your donors’ employment status can elevate your fundraising efforts in huge ways. You won’t want to discard the wealth of information gathered through employer appends, nor the amplified impact it brings.

Let’s get started!

Enhance nonprofit fundraising by appending donor data with Double the Donation.

The Basics of Data Appends

The Basics of Data Appends

Data appends are a particular type of data enhancement strategy that allows nonprofits and other fundraising groups to learn more about the individuals in their networks. These efforts aim to provide organizations with more comprehensive and up-to-date information, often concerning their donors and other supporters. This empowers fundraisers to adjust their messaging and overall engagement strategies by better discerning who a donor is and what makes them tick.

Organizations typically provide the information they do have to a company dedicated to data enhancement services. The company then compares donor information against a mega-database of individual data, filling in the details the organization lacks as they go.

Types of data appends
Employer appends, in particular, empower organizations to collect new and optimized data regarding the companies their supporters work for. Beyond employer information, other common types of data appends include mailing addresses, email addresses, birth dates, and phone numbers.

As you’ll notice, these types of appends primarily fill in missing or outdated contact information. That makes connecting with supporters easy for email outreach, phonathon fundraisers, direct mail solicitations, and other campaigns.

What Are Employer Appends?

What Are Employer Appends?

Employer appends are one of the most common types of data appends for nonprofits, schools, and other fundraising organizations. In this case, the unknown information an organization seeks is that of a donor’s employer.

By providing other data points⁠—such as the person’s name, location, phone number, education experience, etc.—the intended result is to locate the company that the individual works for (and sometimes even their job title!). In the end, the organization receives invaluable insights that can help uncover matching gift and other workplace giving opportunities, estimate wealth data, and more.

How Employer Appends Work for Fundraisers

The employer appends process is simple. After locating a data appending service (we’ll cover what to look for below), you’ll want to collect as much data about your donors as possible. This should include:

  • Name
  • Unique ID number
  • Mailing address (home, business, or both)
  • Region (state, city, and country)
  • Email address(es)
  • Phone number(s)
  • College or university (along with class year and major/degree, if available)
  • Last gift amount
  • Date of last donation
  • Date the entry was last updated

You will likely not have every data point available for each donor. And that’s okay! However, starting with as much information as possible increases the likelihood that the appending service provider can locate and match supporter records to the right employer information.

The employer appends process

From there, the appending service will conduct its own research, typically scanning a number of public and privately held databases, which may include government records, SEC filings, social media profiles, business registrations, and more.

When the service provider is able to match a donor record with an employing company, they make a note of the identified information, check the newly collected data for accuracy, and share their findings with the organization. Ultimately, the organization is able to utilize the information to its best advantage in terms of optimal fundraising and donor relations.

Enhance nonprofit fundraising with an employer append from Double the Donation.

Benefits of Employer Appends

Benefits of Employer Appends for Nonprofits and Universities

Employer appends can bring big results to nonprofit fundraising. Knowing where your donors and other key supporters work plays a significant role in overall engagement strategies, not to mention enabling targeted efforts regarding available workplace giving opportunities.

Benefits of employer appends
Specifically, employer appending can help your team:

Determine matching gift eligibility ⁠—

Thousands of companies offer matching gift programs where they agree to match employee donations to charitable organizations.

However, you likely won’t know which donors are eligible for (and, as a result, which to follow up with about) matching opportunities if you don’t know where they work. In fact, this knowledge gap even results in over $4 to $7 billion in matching gift funding going unclaimed each year!

Once you have the information you need, however, you’ll be able to prompt qualifying donors to complete the match process and secure additional funding on your organization’s behalf⁠. This is true not only in the form of corporate match revenue but in elevated individual giving (and donor engagement), as well.

Keep in mind that matching gift services⁠—like Double the Donation’s 360MatchPro⁠—can help nonprofits target and follow up with matching gift opportunities as well. However, employer appends are often able to provide additional data points with which to guide an organization’s strategy, allowing fundraisers to capture supporter information even if the individual is not currently in the donation pipeline.

Here’s an example: “Jody, did you know that your employer, the Home Depot, matches full- and part-time employee donations up to $3,000 per person each year? Click here to request your matching gift!”

Uncover volunteer grant opportunities ⁠—

Similarly, if your organization has a supporter base of dedicated volunteers, corporate volunteer grants can help stretch their donated time even further. These are additional giving programs offered by philanthropic-minded businesses, the difference being that employers contribute monetary funds to the organizations with which their employees volunteer their time. Volunteer grants, which are also referred to as “dollars for doers,” can be an excellent way to multiply the impact of volunteer time for your organization, and supporters love being able to get involved in that way as well.

But again, you’ll need to know which companies your volunteers work for, which is where your employer appends come in. That way, you can be sure to inform them about the opportunities, encourage participation, and direct them to their employers’ request processes to get involved.

Here’s an example: “Thanks for all of your help at the shelter this weekend and over the past several months, Sam! As a Verizon employee, your volunteer hours likely qualify you to request a corporate volunteer grant on our behalf. Click here to learn more about how to request your grant!”

Identify potential corporate sponsorships ⁠—

Corporate sponsors can bring your nonprofit’s next fundraising event to the next level, and knowing which companies your supporters work for can aid in determining top prospective sponsors and help get your foot in the door! Once you know where your donors work, leverage the information as an in with a potential sponsor or encourage donors to advocate for a partnership on your behalf.

Here’s an example: “Ashley, it’s great to connect with the Microsoft team. More than 100 of our nonprofit’s donors work for Microsoft, and we’ve received thousands of dollars in matching gifts from your company in the past. As it’s clear that we already have a lot in common, would you be interested in sponsoring our upcoming event?”

Estimate wealth data ⁠—

Your donors’ wealth levels can play a significant role in their ability to give charitably, and understanding their limits can help organizations determine ideal fundraising asks. Knowing which companies your donors work for, their roles in the businesses, and more can help shed light on their estimated incomes and, by extension, giving abilities.

Here’s an example: “Sarah, we thank you for your continued support of our nonprofit cause. Will you consider making a $10,000 donation to help us reach our year-end giving goal?”

Tailor donor communications ⁠—

You want your donor outreach to be as personal and targeted as possible. Including direct references to donor-specific information helps develop relationships and shows that you’re not sending the same copied-and-pasted message to each person in your contacts. And, as you likely know, targeted messaging can be one of the best ways to develop strengthened, beyond-surface-level donor relationships, build connections with the cause, and ultimately drive more nonprofit involvement among supporters.

Highlighting an individual’s employing company can be a great way to do so, especially regarding getting involved with workplace giving programs. And if you don’t already have your donors’ employment information, that’s where employer appends can help.

Here’s an example: “Jeffrey, the Walt Disney Corporation offers a range of corporate giving opportunities that can benefit our organization in big ways. As a member of the Disney team, you have the chance to participate in matching gifts, volunteer grants, and more.”

Learn more about your supporters ⁠—

The more you know about your supporters⁠—donors, volunteers, and prospects alike⁠—the better you can connect with the individuals who make your mission possible. Since most people’s careers are a key component of their lives and what makes them who they are, understanding where they work and what they do can be a key piece of the “getting to know your donors” puzzle. Plus, it can even help shine a light on their own interests and hobbies.

Here’s an example: “As a Petco employee, you likely care about the wellbeing of the little, furry friends in our community. That’s exactly what our organization, the Atlanta Animal Shelter, is dedicated to, as well. Learn more about how you can get involved with the cause here!”

A sample donor dashboard with profiles completed using a data append

Overall, employer records are an extremely beneficial tool for designing targeted and effective outreach⁠. However, you likely don’t have that information on file for all of your supporters. By leveraging employer appends, you can collect the information you need to guide your organization’s engagement efforts toward success.

Enhance nonprofit fundraising by appending donor data with Double the Donation.

Employer Appends Services

Employer Appends Services | What to Look For

It’s possible to conduct donor research on your own; however, your organization is significantly more likely to uncover accurate and up-to-date information about more donors more quickly when you outsource the efforts to a third-party provider. And employer appends services are dedicated to doing just that in the most effective and efficient ways possible.

So how can you select the right employer (or other donor data) appends provider for your needs? Be sure to do your research beforehand.

For example, here’s how it works with Double the Donation:

  • Organizations typically see successful appends rates between 20% and 50% of the records they provide to the appending service (which is significantly higher than the industry average).
  • Employer appends are typically completed and provided within a few days of the organization submitting their inputs.
  • Appends records are assigned an accuracy rating. This takes into account the uniqueness of a donor’s name and the level of detailed inputs initially provided, as well as the comprehensiveness and recency of the data source used.
  • As an added bonus, previously unknown corporate executives are often identified and flagged as potential major donors.
  • Multiple appending options are available, including real-time employer appends for Double the Donation’s 360MatchPro users, as well as one-time bulk appends services for any organization.
  • Employer appends can be uploaded into 360MatchPro to trigger matching gift emails and other automated donor outreach.

Employer appends - inputs and outputs
[/av_textblock]

Questions About Employer Appends

Other Frequently Asked Questions

Our propriety screening method combines data from both publicly and privately available sources. These sources include public government records, SEC filings, social media profiles, business registrations, and a variety of other sources.

We typically see append rates which range from 20%-50%. This is based on a variety of factors such as:

  • Donor demographics (higher append rates among organizations which have a greater percentage of donors still in the workforce)
  • Average donation amount (higher append rates for wealthier donors)
  • Type of nonprofit (higher append rates for higher education)

Our accuracy score is based on a number of factors including:

Uniqueness of donor names:
With only a name it can be tough to determine whether we’ve identified the correct individual. The number of individuals with the same name plays a role in our accuracy score. A search for a common name such as “Steve Smith” will have a much lower accuracy score than a more unique / one of a kind name.

Level of detail provided on a record:
The more information that you provide on each record, the greater the accuracy score. Even though there may be 1,000 individuals named “Steve Smith” if we’re able to match additional fields such as a phone number or mailing address it increases the accuracy score for that record.

Our data source / date the data source was updated:
We recognize that not all of our data sources are created equal. The data source, as well as the update frequency, plays a role in each individual record’s accuracy score.

Our ability to append employer data is dependent upon the input file an organization provides to us. Organizations which keep their databases up-to-date see the best results.

For instance:

  • Do you have an up-to-date email address?
  • Do you have an up-to-date mailing address?
  • For higher education institutions, can you provide us with the years your donor / alumni graduated?

It depends. Very rarely does an organization have comprehensive data on all of its donors, especially when you consider an organization which raises funds from multiple channels (mail, online, phone, in-person, etc.)

We do request that you provide us with as much data as you can as it helps us locate and match your records to the appropriate individual.

Our matching gift database is comprised of the following two tables:

  1. A table mapping subsidiaries to parent companies
  2. A table mapping all company details to a single parent company

These tables are then joined using a unique ID that ties all the data together.

Yes — though this feature is currently exclusive to 360MatchPro Enterprise.

Here’s how it works:

  1. An organization navigates to the “import wizard” to upload its employer appends CSV file.
  2. The organization previews record uploads to ensure the data has been mapped properly.
  3. The organization leverages employer append workflows to match Unknown Eligibility donors with the correct employers.

You can learn more about leveraging bulk employer appends files alongside 360MatchPro with our Knowledge Base article on the topic here.

Concluding Thoughts

The more you know about your donors, the more effectively you can target and attract them to your cause. Not to mention, having employment data on file empowers organizations to seek workplace giving opportunities as well.

You may have a solid base of information pertaining to donors’ employing companies already. However, employer appends can go a long way toward filling in the blanks and connecting the dots⁠. This is especially true in terms of matching gift programs, volunteer grants, and more.

Interested in further developing your organization’s donor data strategy? Dive into these other forms of data appends services⁠—and how they can benefit your team⁠—below:

Enhance nonprofit fundraising with an employer append from Double the Donation.

The title of the article next to an illustration of three people with their hands together, representing the idea of donor stewardship.

Donor Stewardship: How to Retain Support Effectively

According to OneCause’s Fundraising Outlook Report, the percentage of organizations that identify donor retention as a critical priority has decreased from 57% to 51%. While it’s concerning that fewer nonprofits are trying to reduce costs and form lasting relationships by focusing on donor retention, this insight reveals an opportunity to get ahead and stand out from other organizations vying for attention in your sector.

While the average donor retention rate hovers around 40%, there are strategies your organization can implement to increase this number and secure more long-term support. The top way to keep donors coming back is to create a donor stewardship plan.

We’ll help you dive into donor stewardship by reviewing the following topics:

With a better understanding of donor stewardship and a dedicated plan, you can make stewardship an ongoing, iterative process at your organization and consistently build enduring donor relationships.Download our free matching gifts guide to learn more about this donor stewardship strategy.

What is donor stewardship?

Donor stewardship is the process of extending a relationship beyond the donor’s gift. The ultimate goal of donor stewardship is to encourage them to give again by building a deeper connection with them. Developing that sense of loyalty will make your fundraising efforts more seamless in the future because you’ll have a strong supporter base to tap into.

For stewardship to be effective, nonprofits must form mutually beneficial relationships with their donors. While nonprofits receive financial support, donors get to feel good about the impact they’ve made and join a community of people passionate about your cause. To create these relationships, nonprofits implement stewardship strategies that keep donors updated on the impact of their gifts and provide them with additional engagement opportunities.

What is the relationship between donor stewardship and retention?

Donor retention is a measure of how many donors come back to contribute to your organization after their initial gift. You can calculate your donor retention rate by dividing the number of donors who gave again this year by the number of donors who contributed last year, then multiplying that number by 100.

In recent years, donor retention has been on the decline, with an overall donor retention rate of 42.6% in 2022, which was 3.5% less than the previous year. There are costs associated with acquiring new donors, and when your donor retention rate is low, your organization has to continuously maximize the time, effort, and resources it pours into donor acquisition.

Donor stewardship helps your organization conserve resources and build a more reliable donor pool. You need regular communication to remind donors of your cause and how vital their support is, and with a dedicated donor stewardship plan, you can keep in contact with donors and ultimately retain them.

Additionally, retained donors are more valuable to your organization because they give more, more often, and are more likely to engage with your nonprofit in other ways. Considering 94% of recurring donors prefer to give to their causes of choice monthly, stewarding these donors enables you to build a consistent community of supporters rather than a sporadic, constantly shifting list of one-time donors.

Lastly, you already have data stored for previous donors in your database or constituent relationship management platform (CRM). You can use this information to reengage and steward these relationships because you know more about their interests and preferences. With a data-driven stewardship approach, you can meet donors where they are and personalize your communications to retain their support.

What is the donor pyramid?

The donor pyramid is a visual representation of different donor giving levels. Since first-time donors are likely your largest donor group, they occupy the bottom of the pyramid whereas the few major donors you have reside at the top. When you understand which category of the pyramid each donor fits into, you can better steward them up the pyramid and increase their support.

The main categories of the donor pyramid include:The donor pyramid, a useful tool for donor stewardship, outlined in the text below.

  • Prospective donors. Some organizations include prospective donors at the bottom of the pyramid to represent all potential giving opportunities. You may omit this group or narrow it down to those who have shown interest in your cause but haven’t yet contributed monetarily, such as volunteers, social media followers, or newsletter subscribers.
  • First-time donors. Most nonprofits place first-time donors at the bottom of the pyramid. While these supporters have demonstrated interest in your mission, it’s crucial to follow up with them immediately after their initial gift to show your appreciation and share the impact of their contribution.
  • Recurring donors. Recurring donors may give on a monthly, quarterly, annual, or varying basis. You may create different segments for each of these groups and develop stewardship strategies depending on giving frequency.
  • Planned donors. Planned donors pledge gifts to be contributed to nonprofits once they pass away. These bequests are typically sizable donations, so it’s important to show your appreciation for planned donors’ contributions.
  • Major donors. The top of the pyramid is comprised of major donors who give the largest gifts to your organization. Depending on your nonprofit’s size and typical donation amounts, you may define your major gift threshold differently than other organizations do.

To form your nonprofit’s own donor pyramid, draw supporter insights from your donor database. This information will help you determine which categories to include, roughly how many donors are in each tier, and how to best steward each group to higher levels of the pyramid or larger commitments at their current tier.

How does donor stewardship fit into donor cultivation?

Donor cultivation is the process of acquiring new donors and strengthening relationships with them. While donor stewardship is the last step in the cultivation cycle, it’s important to understand each step in the process and how it informs your stewardship efforts:The donor stewardship cycle, as outlined in the text below.

1. Identification

The first step in the donor cultivation cycle is to identify potential donors. This step may involve reviewing your CRM for supporters who may be interested in donating, identifying previous or lapsed donors, or conducting outreach to those who are completely new to your organization and mission.

Some strategies for identifying prospective donors include:

  • Prospect research. When you’re looking for potential major donors, conducting prospect research can help you determine supporters’ giving capacity and willingness to contribute. That way, you can focus your outreach on those who are most likely to make a major contribution.
  • Existing connections. Current supporters and stakeholders in your organization can help you identify people in their networks who may be interested in contributing to your cause. Ask your board members, major donors, and staff if they have any connections they can leverage.
  • Surveys. Sometimes the best way to identify if someone would be interested in giving is to simply ask them. Send surveys to your supporter base asking them if they’re open to making a monetary contribution and what type of gift they would like to make.

In this stage, it’s important to emphasize your nonprofit’s mission and let potential donors know the impact their contributions could make.

2. Qualification

Now that you’ve identified potential donors, it’s time to narrow down that list further to prioritize those with the highest giving likelihood. Some factors you may assess to determine the most qualified potential donors are:

  • Previous engagement. Potential donors may have interacted with your organization in ways other than donating, such as attending an event, volunteering, following your social media accounts, or signing up for your newsletter. These interactions demonstrate potential donors’ interest in your nonprofit and may indicate their likelihood to donate.
  • Wealth markers. Identifying potential donors’ capacity to give is especially useful for determining who may become a major donor. These wealth indicators may include real estate ownership, stock holdings, and business affiliations.
  • Affinity markers. Just because someone has the capacity to give doesn’t mean they’re interested in contributing. Affinity markers such as political involvement and previous support for other charitable causes allow you to assess the alignment between a potential donor’s values and your organization’s mission.

While some of this information may be stored in your CRM or found in public records, it can be helpful to work with a fundraising consultant or data provider who can acquire this data for you.

3. Cultivation

The cultivation step involves laying the foundation for a long-term relationship with prospects. Before soliciting a donation, introduce potential donors to your organization and invite them to get involved with:

  • Educational materials. Allow prospects to learn more about your mission and work by providing them with educational materials. Send them introductory pamphlets, videos of your beneficiaries, and summaries of your services so they can become more familiar with your organization.
  • Volunteer opportunities. When prospects volunteer with your nonprofit, they’ll receive hands-on experience with your cause. As a result, they may develop a connection to your mission and be more open to donating.
  • Events. An event is a perfect opportunity for prospects to meet current donors and find out why they support your cause. Consider inviting prospects to your next fundraising or advocacy event so they can become immersed in your community and determine if they’d like to become more involved.

Personalizing your communications with prospects is also a powerful strategy for developing relationships with them. Use data from your CRM to learn more about your prospects and tailor your communications accordingly. For example, if a prospect recently volunteered with your nonprofit, thank them for their support and follow up with additional volunteer opportunities they may be interested in.

4. Solicitation

After getting to know potential donors and informing them about your organization, you can begin soliciting donations. When making your initial asks, keep these tips in mind:

  • Be specific. Using the data you’ve gathered about your prospects, suggest a specific donation amount that aligns with their giving capacity. You should also be clear about what that amount of money will allow your nonprofit to accomplish. For example, an animal shelter might specify that a $100 donation allows it to restock its pet food supply for one week.
  • Appeal to prospects’ emotions. Don’t be afraid to use emotionally charged language to show prospects why they should care about your cause and how they have the power to make an impact. Including a testimonial from a beneficiary or current donor can help make a prospect’s potential impact more tangible.
  • Mention matching gift opportunities. Did you know that 84% of people say they’re more likely to donate if a match is offered, and 1 in 3 donors claim they’d give a larger gift if matching is applied to their donation? Informing prospects about matching gift opportunities in your ask can motivate them to donate and allow you to gain even more for your cause. Matching gifts occur when a company matches their employees’ donations to a nonprofit, usually at a 1:1 ratio. As a result, your nonprofit can double its donation revenue. Learn best practices for promoting matching gifts in the video below:

 

As the video states, raising awareness for matching gifts is key. Once potential donors know about the power of matching gifts, you can make the process easier by researching their eligibility for them or providing them with a matching gift database where they can easily find their employer’s matching gift policies.

If a prospect says “no” to your first ask, that doesn’t mean you’ve failed to garner their support. Continue cultivating a relationship with this individual until it’s appropriate to make another donation request. Even if they don’t end up contributing monetarily, they can still become an active member of your community by volunteering, attending events, and engaging with your content online.

5. Stewardship

You should begin the donor stewardship process immediately after a prospect becomes a donor. Follow these steps to kick off your stewardship efforts:

  • Thank donors for their support. Show donors your appreciation for their contributions. To quickly and efficiently thank donors, automate a thank-you eCard to be sent to each donor right after they submit their donation. For larger gifts, you may send a handwritten thank-you note or call major donors to demonstrate your appreciation.
  • Recognize your donors. Larger gifts may also warrant public recognition of your donors through plaques, donor appreciation events, or invitations to your nonprofit’s giving society. You can also recognize mid-level donors by creating social media or newsletter spotlights.
  • Report on their impact. No matter the size of their donation, donors want to know that your organization is using their funds responsibly. Update donors on the specific initiatives you’ve allocated their donations toward, whether that’s a new program, supplies, a fundraising event, or something else entirely.

While these steps are a great start to donor stewardship, you’ll need a dedicated stewardship plan to effectively sustain your relationships with donors.

Creating a Donor Stewardship Plan: 5 Steps

A systematic approach to donor stewardship ensures no donor gets left behind and that your team knows exactly how to uphold donor relationships. To create a donor stewardship plan, follow these essential steps:Steps for creating a donor stewardship plan, as outlined in the text below.

1. Determine your donor stewardship goals.

The beginning of any plan should start with goal creation, and donor stewardship is no different. Goals developed using the SMART (Specific, Measurable, Achievable, Relevant, and Time-Bound) goal framework allow you to measure the success of your stewardship plan more easily.

For example, your nonprofit may want to grow its recurring giving program. Here’s how your team could incorporate each element of the SMART goal framework into your objectives:The SMART goals framework, which can be useful for creating a donor stewardship plan, outlined in the text below.

  • Specific. Our fundraising team will reach out to first-time donors to introduce them to the recurring donor program and demonstrate how recurring gifts will maximize their impact.
  • Measurable. Our goal is to convert 20% of first-time donors into recurring donors.
  • Achievable. Considering 57% of donors are enrolled in a recurring giving program, and we had 10% of last year’s first-time donors become recurring donors, this is a challenging yet realistic goal.
  • Relevant. Growing our recurring donor program will allow us to develop a more consistent revenue stream for our nonprofit, empowering us to better serve our beneficiaries and fulfill our mission.
  • Time-Bound. Our goal is to convert these donors to recurring donors by the end of the year. We will start communicating with first-time donors next week and track monthly progress.

Other common goals may include increasing your donor retention rate, bolstering your major gift fundraising, or improving your post-event outreach. No matter what your goals are, setting clear objectives allows your team to stay on track and create progress benchmarks so you can make adjustments as needed.

2. Segment your donors.

While reaching out to each donor individually would be ideal for stewardship, it’s often unfeasible. When you segment your donors into relevant groups, you can personalize the donor stewardship process more efficiently.

Common ways to segment donors include grouping by:

  • Donation amount
  • Donation frequency
  • Donation recency
  • Engagement level
  • Communication preferences
  • Demographics

Then, you can reach out to each group with communications and engagement opportunities that they’ll resonate with. For example, you may create a special newsletter for monthly donors that lets them know about upcoming events and volunteer outings happening each month.

3. Develop an outreach cadence.

Using your segments, create an automated outreach cadence that keeps donors’ shared characteristics in mind. New donors should receive more in-depth information about your organization and mission that they may not have received in the initial cultivation process. Then, you can automate more specific communications to your segments to streamline your donor stewardship.

By integrating your email marketing software and your donor database, you can create personalized campaigns depending on donors’ interests and current stages in the stewardship process. For instance, during the cultivation stage, you may send prospects within a ten-mile radius of your organization’s headquarters information about in-person events and engagement opportunities in their community.

4. Offer additional engagement opportunities.

To maintain relationships with donors, you’ll need to offer engagement opportunities other than simply donating. While you may already have general fundraising events and volunteer opportunities planned, take the time to develop additional opportunities for donors to engage with your cause, such as:

  • Cause-related workshops and speaker sessions
  • Meetings with beneficiaries
  • Tours of your facility
  • Exclusive major donor events
  • Fundraising event planning committees

When you share activities with your donors that are unaccompanied by a donation ask, you prove to donors that you’re committed to providing them with a positive experience with your nonprofit. Through a variety of engagement opportunities, you can build a strong community of supporters and advocates for your cause.

5. Collect feedback.

You can (and should) measure progress using the key performance indicators (KPIs) and goals you identified early on in the stewardship process. However, qualitative data in the form of donor feedback can give you insight into what your donors enjoy about your stewardship efforts and what your team could improve.

Send regular surveys to your donors to gather feedback about your donor stewardship plan. The questions you may ask include:

  • How often would you like our nonprofit to communicate with you?
  • Is our current communication frequency too little, too much, or the right amount?
  • What engagement opportunities have you most enjoyed?
  • What additional engagement opportunities would you like to see offered?
  • Is there anything else our nonprofit can do to improve your experience with us?

Analyze donors’ responses with your team to glean any insights you can apply to your donor stewardship plan. For donors with multiple ideas or many points of feedback, consider calling them to hear more about their experience and gain an even more in-depth understanding of your stewardship efforts’ efficacy.

Wrapping Up

With a comprehensive donor stewardship plan, your nonprofit can build strong donor relationships, increase donor retention, and earn more for your cause. Whether you’re trying to grow your recurring donor program, acquire more major donors, or follow up with event attendees more effectively, a dedicated plan will assist you in reaching your goals and stewarding donors to higher levels of the donor pyramid.

To learn more about elements of the donor stewardship process, check out these resources:

Earn more for your cause and steward donors by promoting matching gifts.

The title of the post overlaid with images of volunteers.

Mandatory Volunteering: Unique Tips for Boosting Impact

Whether it’s a sorority, a food bank, or a socially responsible business, some organizations require their members to volunteer to build their skill sets and give back to their communities. Many nonprofits benefit from the temporary extra hands that mandatory volunteering provides, but there are many ways that you can convert these short-term volunteers into committed supporters, even after they’ve hit their hourly quota. 

In this guide, we’ll go over the basics of mandatory volunteering programs and how your nonprofit can leverage them. Specifically, we’ll cover:

Let’s explore how your nonprofit can help your mandatory volunteering program reach its full potential.

Click here to learn how Double the Donation can help you transform volunteer hours into dollars with volunteer grants.

Mandatory Volunteering FAQ

What is mandatory volunteering?

Mandatory volunteering is when an organization requires individuals to volunteer for a certain amount of time to receive benefits. Some examples of mandatory volunteering in practice include:

  • Educational institutions require students to volunteer as a graduation requirement.
  • Membership-based organizations require individuals to volunteer as a membership requirement.
  • Social service organizations require individuals to volunteer to receive social services, such as food banks where beneficiaries contribute volunteer hours for meals.
  • Judicial systems require individuals to volunteer in the form of community service as rehabilitation or restitution for minor offenses.
  • Businesses require their employees to volunteer as a team-building exercise.

Chances are, your nonprofit has an organization in your area that mandates volunteering. Volunteers for these organizations can make great additions to your program—we’ll explore the benefits in-depth in a later section.

How does mandatory volunteering work?

Before you add mandatory volunteering outreach into your nonprofit’s recruitment strategy, you should understand how it works. While each organization is different, most mandatory volunteering programs function like this:

  1. The organization providing volunteers defines the objectives, rules, and structure of its mandatory volunteering program to complement its overall goals. Program guidelines might include the number of required volunteer hours or the type of volunteering the participant must complete.
  2. Often, the organization providing volunteers reaches out to a nonprofit and establishes a partnership. While a partnership isn’t required, it ensures that the nonprofit has a steady stream of volunteers while guaranteeing placements for those who are required to volunteer.
  3. The nonprofit provides custom onboarding and training for mandated volunteers based on their skill set, experience, and motivation for volunteering.
  4. Once the volunteers have hit their required hours, the nonprofit thanks them for their work and gives them an exit survey to see how it can improve their program.

As you can see, mandatory volunteer programs benefit from open communication and mutual understanding between nonprofits and the organizations that mandate volunteering.

What are the benefits and drawbacks of mandatory volunteering for nonprofits?

Recruiting mandated volunteers isn’t the best solution for every nonprofit. Before deciding to add it to your outreach strategy, take these pros and cons into account:

The pros and cons of mandatory volunteering for nonprofits as mentioned below.

Pros:

  • Expanded volunteer base. Mandated volunteers can improve your recruitment efforts and fill out your work schedule.
  • Consistent availability. Mandated volunteers will make a greater effort to schedule and attend volunteer shifts so they can hit their hourly quota.
  • Enhanced donation potential. Showing the importance of your mission through mandatory volunteering can inspire them to donate to your cause.
  • Improved community engagement. Forming partnerships with volunteer providers can help you make connections with other organizations in your community.
  • Potential for a long-term commitment. By being exposed to your nonprofit and mission, mandated volunteers might genuinely appreciate your staff, beneficiaries, and other aspects of your nonprofit and become long-term supporters even after they’ve hit their hours. 

Cons:

  • Lack of connection to your cause. Since mandated volunteers come to your nonprofit to fulfill a requirement, they might not have a strong affiliation with your cause, which can lead to burnout.
  • Capacity challenges. Depending on the size of your mandated volunteer base, you might have to turn people away to avoid overwhelming your team or depleting your resources. 
  • Mismatch of skills and needs. Since your mandated volunteers might have specific hour requirements and limited choices in their placements, it’s possible that their skills won’t be a good match for your nonprofit’s needs.
  • Various reasons for participating. Some of your volunteers might feel more or less enthusiastic about volunteering with you depending on their reasons for being there, which can impact their productivity and your overall performance.
  • High turnover rate. Since many mandated volunteers are motivated by their hourly benchmark, they’re more likely to move on after they’re done working with your organization.

How can you gauge if recruiting mandated volunteers is right for your nonprofit?

Adding mandatory volunteering to your recruitment strategy can be a big decision. Use this decision tree to evaluate whether your nonprofit would benefit from recruiting mandated volunteers. Any “no” answers mean it might not be right for your nonprofit currently and any “yes” answers mean you should proceed to the next decision.

A decision tree to help nonprofits decide if recruiting mandated volunteers is right for them (nodes described below).

  • Do you have a consistent need for volunteers?
  • Can you accept the costs of training mandatory volunteers knowing that they may not stay engaged long-term?
  • Can you provide meaningful and varied volunteer opportunities?
  • Do you have the capacity to manage and train a large number of volunteers?
  • Are there businesses, educational institutions, or social services organizations nearby to partner with?
  • Can you ensure a positive experience for volunteers?
  • Can your nonprofit accept the increased liability of working with mandated volunteers, including those fulfilling volunteer hours as part of court-ordered community service?

Please note that this is only a baseline decision tree. Each nonprofit is unique, so you should incorporate your own needs, goals, and preferences into account and adjust accordingly. Also, work with your legal team to review any potential legal issues or risks.

How to Turn Mandatory Volunteers into Lifelong [or Long-Term] Supporters

Accepting mandated volunteers into your program provides new opportunities to convert casual audience members into passionate donors and volunteers. You can convert them, boost fundraising, and secure your long-term success with these tips.

1. Spread awareness of volunteer grants and other CSR programs.

Many companies that mandate or highly encourage volunteering also offer other corporate social responsibility (CSR) programs, like volunteer grants and matching gifts.  Mandated volunteers can amplify their positive impact by contributing volunteer grants to your nonprofit

Volunteer grants are a CSR program in which corporations promise monetary donations if an employee volunteers for a certain amount of hours with a nonprofit. Here’s how your nonprofit can promote and collect volunteer grants from mandated volunteers:

The steps for promoting and collecting volunteer grants, as explained below.

  1. An individual volunteers extensively at your nonprofit
  2. Your team identifies volunteer-grant-eligible participants with a CSR database like Double the Donation 
  3. Your nonprofit reaches out to them, promoting volunteer grants and providing instructions for researching their policy
  4. The volunteer researches their company policy
  5. If the volunteer has met the policy requirements, they submit volunteer grant forms
  6. The company reviews the volunteer grant application
  7. If the application is approved, the company donates funds to the nonprofit

Besides volunteer grants, you can also promote other CSR programs to boost support for your mission. For instance, you can spread awareness of matching gifts, a CSR program in which employees can get their charitable contributions matched by their employer if they meet the program’s criteria. Research the types of CSR programs that your mandatory volunteers might respond well to and spread the word at an upcoming shift.

2. Focus on making lasting connections.

While their reasons for supporting your nonprofit may differ, mandated volunteers should be treated the same as other volunteers, which means you should strive to forge a personal relationship with them. Furthermore, mandated volunteers who feel welcomed and valued are more likely to continue working with your nonprofit. Here are some ways you can make mandated volunteers feel like part of the team:

  • Get to know them personally. Simply learning all of your new volunteers’ names when they show up for their first shift demonstrates that you put effort into getting to know them as people. You can take it a step further by asking about your volunteers’ hobbies, experiences, and other personal information on their intake form.
  • Offer social activities. Facilitate a welcoming community by allowing your volunteers to get to know each other outside of their shifts. For instance, you could organize a dinner at the end of a shift so mandated volunteers can make connections while bonding over great food.
  • Invite them to fundraisers and other events. Introduce volunteers to new aspects of your organization by inviting them to fundraisers and other events. This can help them feel more connected to their work and gives you the chance to strike up a conversation with them.
  • Provide progress updates. Show your volunteers the real impact of their work by updating them on your nonprofit’s progress. For example, you could let food bank volunteers know that a week’s worth of work yields an additional three hundred meals.

Genuinely showing that you care about your mandated volunteers as people is the most important component of motivating them to stick around after they’ve hit their quota. Take every opportunity to talk to them, compliment them on a job well done, and integrate them into your volunteer community.

3. Show your appreciation.

Your nonprofit relies on the help of your volunteers to execute your programs and give back to your beneficiaries at a high caliber. Showing your appreciation for their efforts isn’t just a nice thing to do—it also improves volunteer satisfaction and retention. Try these strategies for showing your gratitude to mandated volunteers:

  • Create custom awards. Whether they’re performance-based or superlative, invite your volunteers to an awards ceremony where you recognize them for their accomplishments. Just make sure you get permission from each attendee to be recognized publicly.
  • Take extra steps to improve your program. Go above and beyond to make your program stellar so mandated volunteers will want to stay. Ask them for feedback once they’ve completed a few shifts with your nonprofit and keep them updated on which items you plan to implement. For instance, you might start offering snacks for shifts that occur around a meal or adjusting your shift times so more people can attend.
  • Offer volunteer development days. Skill development is a valuable perk that you can provide to show your thanks for their hard work and help them advance to a higher role within your program. For example, a food bank might offer training in floor management and more hours to high-performing individuals, giving them skills that they can add to their resumes.
  • Send personalized thank-you messages. No matter how long they work with your nonprofit, you should thank each volunteer for their time. A handwritten note adds a unique personal touch that can feel more authentic than an email, so try to send those when you can. If you can only send emails, make sure each one is addressed to the recipient by name and mentions the specific project they worked on.
  • Involve beneficiaries. Getting a thank-you message from a beneficiary can be an unexpected, yet welcome surprise for your mandated volunteers. Ask beneficiaries if they’d like to be part of a thank-you email or video. Your volunteers will feel more emotionally connected to your nonprofit when you match a face to the cause.

Thanking volunteers is a simple gesture that makes their work feel valued by your team and beneficiaries. Also, remember that not everything has to be a planned gesture—simply thanking volunteers verbally at the end of a shift can go a long way.

Wrapping Up + Additional Resources

Now that you know the details of mandatory volunteering, it’s time for your nonprofit to decide if adding it to your volunteer offerings is worthwhile. Once you’ve reviewed the pros and cons and conducted a needs assessment, evaluate your current community connections to gauge if you could easily forge any partnerships.

If you decide to integrate mandatory volunteers into your nonprofit’s ecosystem, personalize your stewardship approach and focus on providing a rewarding experience.

Looking for more information about how to incorporate corporate volunteerism into your nonprofit’s volunteer strategy? Start with these additional resources:

Launch your volunteer program’s value with matching gifts and volunteer grants. Watch your contributions skyrocket with Double the Donation. Click here to get a demo today.

Learn how a Google Grants agency can transform your digital marketing.

Hiring a Google Grants Agency in 2024: A Guide & 8 Agencies

Through the Google Ad Grants program, nonprofits have the potential to amplify their marketing and connect with prospects searching for causes like theirs. The program empowers nonprofits to share their missions with people around the globe, but only if they’re strategic about how they allocate their funds.

Google Ad Grant agencies dedicate their time to helping nonprofits make the most of the opportunity. From applying for the program to pinpointing the right keywords, they cover every aspect of the process and eliminate the learning curve that comes with this opportunity. That way, you can focus on pursuing your mission and engaging the new constituents you connect with through your ad campaigns.

Whether you’re just now learning about Google Ad Grants or you’re looking to refresh your account management strategies, a Google Grants agency knows what it takes to keep your account compliant and make your ad campaigns excel. To help you effectively leverage your grant money, we’ll cover everything you need to know, from the basics of the program to our recommended Google Grants agencies that will help you make the most of your $10,000 every month. Here’s what we’ll cover:

Here at Double the Donation, we spend plenty of time working with nonprofits to maximize their fundraising revenue and make a greater impact on their causes. We’ve seen organizations do some pretty incredible things for their missions when they put thought behind their fundraising strategies and leverage corporate giving programs like Google’s. While we work exclusively with matching gifts, other powerful funding opportunities like Google Ad Grants impact the difference an organization can make, so let’s explore how specialized agencies can streamline that.

To improve your Google Ad Grants management, get started with our recommended Google Grants agency: Getting Attention.

An Overview of Google Ad Grants Management

Before researching specific Google Grants agencies, make sure you know what Google is offering eligible nonprofits through the program. This will help you understand whether outsourcing the work to a professional is the right move. If you’re already well-versed in Google Ad Grants, feel free to jump ahead to learn how an agency fits into your strategies.

What is the Google Ad Grant?

The Google Ad Grants program is a corporate giving initiative that gives 501(c)(3) organizations $10,000 every month to spend on amplifying their pages in Google search results. That adds up to $120,000 every year that qualifying nonprofits can invest directly into marketing their missions.

Nonprofits pick the landing pages they’d like to amplify, then build ad campaigns that target different keywords related to their mission. The goal of the program is to help nonprofits scale their impact by getting in touch with more donors, volunteers, and advocates online.

So long as your nonprofit complies with the program’s guidelines, the grant will automatically renew each month. The program has pretty strict guidelines for eligibility and ongoing compliance. That’s why organizations typically outsource account management to Google Ad Grant agencies who will oversee their campaigns and ensure their accounts remain compliant.

Are Google Ad Grants worth it?

While it can be challenging to create winning ad campaigns, any organization can (and should) apply for the program. It’s $10,000 of free funding every month that can really amplify your cause if you allocate it strategically. With proper Google Ad Grants management, the program empowers all sorts of nonprofits to:

  • Increase online conversions such as event signups, donations, and volunteer registrations
  • Connect with lifelong supporters who are motivated by their cause
  • Bid on competitor’s keywords so their ads can show up alongside their listings
  • Build brand awareness and spread awareness for mission-centric operations like matching gifts

Effective account management from a Google Grants agency offers these competitive advantages.

To really make the most of the program, the best approach you can take is to have someone at your organization spend at least a few hours each week learning about Google Ad Grants management once you receive your funding. If you face limited staff bandwidth and can’t invest the time you want into creating your campaigns, you might want to outsource the work to a dedicated Google Ad Grant management agency.

Either way, $10,000 a month is a good chunk of change that will pale in comparison to the amount of staff time you spend or the money you pay an expert to manage your campaigns actively.

Why should I invest in Google Ad Grants management?

This Google Ad Grants impact report explains that the return nonprofits see can be incredible with proper Google Ad Grants management. In fact, search ads have the highest ROI for nonprofits using paid advertising among any other paid advertising platform.

With billions of search queries processed per day, Google is the world’s most popular search engine. Advertising your cause on Google can put you in touch with a world of prospects, and properly managing the grant means you can deliver the right content to these individuals.

When you first get started, there’s a huge learning curve you’ll have to overcome. Between conducting keyword research and keeping up with Google’s compliance standards, newcomers have a lot to learn! And with an already-busy schedule, your team might not have enough time to devote to managing your Google Ad Grant.

Investing in professional Google Ad Grants management can help you overcome the learning curve, so you can make the most of your grant money from the start. Especially when you work with a Google-certified agency, you’ll have access to the best advice possible and have a direct line line to Google in case something goes wrong with your account.

Bonus! If you want to learn more about the basics of the program, explore our beginner’s guide to Google Ad Grants. It breaks down the essentials of the program, so you can determine if it’s a smart move for your nonprofit.

How A Google Grants Agency Can Help

From determining your eligibility to finding the right keywords, there’s a lot that goes into effective Google Ad Grants management. That’s where a dedicated Google Grants agency comes into play.

Agencies will take the guesswork out of account management and help you develop winning campaigns that supercharge your marketing efforts. They spend all of their time understanding the program’s requirements and learning how to leverage relevant tools that will maximize their clients’ results. Specifically, they help nonprofits with the following:

  • Google Grant application. If you’ve yet to apply for the program, a dedicated agency will help you do so by creating your Google For Nonprofits account, getting verified by Percent, ensuring your website has promotable content, and submitting your application for review.
  • Keyword research. A Google Grants agency will help you develop ad campaigns that target the right keywords. They’ll spend plenty of time researching the keywords associated with your cause and pinpointing the ones that qualified prospects are searching online.
  • Campaign management. A healthy account will have anywhere from 3-5 campaigns going at once to drive results. An agency will actively track these campaigns, report on performance, and make adjustments to your online content to maximize results. Through Google Analytics and Google Tag Manager, they can create live dashboards and reports that keep you looped into your campaigns’ performance whenever you want.
  • Monthly compliance. The program’s guidelines are pretty extensive, and by not complying, your account will potentially be deactivated. One of the main priorities of your Google Ad Grants agency is to make sure you’re complying with the program’s guidelines at any given point. Some of these include maintaining a 5% clickthrough rate, avoiding single-word or generic keywords, and responding to the annual program survey. When you use a Google-certified agency, you’ll have access to the program’s latest guidelines, even if they haven’t been formally announced.
  • Landing page optimization. Your grant money will go to waste if the pages you’re promoting don’t inspire users to convert. Some agencies provide tips for improving your landing pages for campaigns to help boost traffic and conversions.
  • Reactivation if needed. Ideally, your Google Grants agency will help keep your account in good standing. However, things happen, especially considering the program has pretty strict guidelines. If your account ever lapses or gets suspended, your agency will help reactivate it. Better yet, an agency certified by Google will give you direct access to the Google Grants team, making it easier to resolve any issues.

These are some of the most common services you'll need from a Google Grants agency.

It’s best not to leave it up to chance. A Google Grants agency knows what it takes to create winning campaigns that inspire users to click through to your website. And like we mentioned, the money you spend on hiring a professional will be well worth it compared to the $10,000 in marketing money you’ll receive every month.

If you’re curious about any of these common services, Getting Attention’s Google Grant agency guide explores how agencies help nonprofits in-depth. That way, you can understand if investing in an agency is the right move for you.

Click here to explore the role a Google Grants manager plays in streamlining your ad campaigns.

Getting Started With A Google Ad Grant Agency

At this point, you’re almost ready to kickstart your buying journey and explore different agencies. As you explore your options, bear in mind that you should walk through a few steps to make sure you find a Google Grants agency that you can fully depend on to make the most of this CSR opportunity.

For instance, you’ll want to:

  1. Find Google Ad Grants agencies that meet your criteria. For one, many nonprofits look specifically for partners who are certified by Google. That’s because these professional Google Grants agencies have been vetted by the Google Grants team. When exploring these agencies, look for partners that offer services for the specific areas you need help with. For instance, if you want full transparency into your campaigns’ performance, double-check that your Google Ad Grant agency will provide comprehensive reports to your team. If you’re seeking help because your account’s been deactivated, make sure you find agencies that offer account reactivation services.
  2. Explore their website and offerings. An agency’s website is the first resource you can leverage to understand their approach and specializations. Read through their offerings thoroughly to make sure you agree with their approach. Oftentimes, an established agency might also include testimonials or case studies that display the work they’ve completed for their clients.
  3. Reach out to learn more about their approach to Google Ad Grant management. Before you decide to work with an agency, reach out to them to make sure they’re a good fit. This gives you the opportunity to ask any lingering questions and see if their team will mesh well with yours. Many agencies start with a complimentary audit of your account, so you can get a feel for what working with them will look like.

Finding the right Google Grants agency starts with these three steps.

By walking through these steps, you’ll be able to narrow down your options in no time. Remember, the right Google Ad Grants agency will act as an extension of your team and do everything it can to champion your cause. We recommend going with a Google-certified agency since these agencies demonstrate a clear understanding of the program. For reference, becoming a Google Partner involves requirements such as meeting a minimum optimization score of 70%, maintaining a 90-day ad spend of $10,000 USD across managed accounts, and being certified in Google Ads.

Whoever you choose, spending time to find a good fit up front will pay off in the long run as you’ll be able to fully rely on them to make the most of your grant money.

8 Recommended Google Ad Grants Agencies

To help simplify the extensive vetting process, we’ve put together a list of recommendations, so you can get an idea of which ones might be a good fit for your team. Each of these partners works with nonprofits to enhance their Google Ad Grants management and displays in-depth knowledge of the program’s requirements and opportunities. Use this list to narrow down your options and request their support as soon as you’re ready.

Getting Attention is our top recommended Google Ad Grant agency.

Getting Attention | Best All-Around Agency

Getting Attention specializes solely in Google Ad Grants management. They’re committed to maximizing your grant money, keeping your account compliant, and connecting you with lifelong prospects through powerful marketing campaigns. Backed by a team of seasoned professionals, they’ll act as an extension of your team and work with you to make sure you’re experiencing the results you expect. By managing every aspect of your Google Ad campaigns, they’ll help get your cause in front of qualified prospects who want to make an impact on your cause.

This agency is also a certified Google Partner, meaning the Google Ads team has personally reviewed their team’s abilities to manage Google Ad accounts properly. Their core services include:

  • Google Ad Grant Application. If you haven’t already applied for the program, let Getting Attention’s experts handle your application. They’ll check your eligibility for the program and walk you through every step necessary to get your account reviewed and accepted.
  • Campaign Management. They’ll maintain up to 5 active ad campaigns per month, do ample keyword research, consistently monitor ad performance, and make adjustments as needed. Not to mention, they’ll stay on top of reporting and pinpoint the most useful opportunities and goals for your team.
  • Ongoing Compliance. Proper Google Ad Grants management means staying on top of the latest rules. As Google Partners, Getting Attention is one of the first ones to hear about compliance rule updates, so you can keep your account in good standing.
  • Account Reactivation. Their team has extensive knowledge of the program’s compliance requirements. Plus, they have a direct line to the Google Grants team thanks to their certification. If your account is currently lapsed or ever gets suspended, they’ll get everything up to code, so you can continue amplifying your mission.

Getting Started With This Google Grants Agency

Getting Attention strives to be fully transparent with its clients, which is why they don’t charge any upfront fees and instead only charge a monthly fee of $500. Compared to the $10,000 in grant money they’ll secure for you, that’s a small price to pay for expert Google Ad Grants management, especially from a certified agency!

If you require additional services beyond what’s included in their pricing package, they’re open to discussing their experience with you to find a plan that will work. Reach out to discuss your needs with their team today.

While Nonprofits Source doesn’t do Google Ad Grant management, it does offer free educational resources about the program.

Nonprofits Source | Best Agency for Educational Resources

If you’re brand new to the Google Ad Grant program, the most vital thing you need in this stage is information, and that’s where Nonprofits Source steps in. This digital marketing agency empowers nonprofits to grow their digital footprints, and where it really stands out is its expansive educational library.

Know that they only offer general digital marketing services to nonprofits, though. These services include search engine optimization and web design. While they don’t manage Ad Grant accounts, they offer plenty of free resources about the program, such as:

  • An Ultimate Google Ad Grant Guide: Become a whiz on the program by learning the basics and how to use the Google Grant to launch your organization toward its digital marketing goals.
  • How to Apply for Google Grants: This guide walks through the key steps your nonprofit needs to take to acquire the Google Grant. It even shares pro tips for improving your website to drive more conversions with your ads.
  • Tips for Hiring A Google Grants Manager: If you still have questions about working with Google Grants agencies, this guide can answer your questions and give you additional recommendations for trusted agencies.

Exploring This Agency’s Resources

Check out Nonprofits Source’s blog for the latest tips in the nonprofit digital marketing world. In no time, you’ll be an expert! You can also partner with them for your SEO and website design needs.

DNL OmniMedia is a Google Grants agency that specializes in nonprofit technology.

DNL OmniMedia | Best Consultant for Nonprofit Technology

DNL OmniMedia is a nonprofit technology consultant. Their mission is to help your nonprofit leverage technology in ways that amplify your cause and focus on goals rather than getting bogged down with code and data. While they don’t specialize solely in Google Grants, they do offer services that will help enhance your Google Ad Grants management.

Their Google Ad Grants services include:

  • Google Grant strategy. DNL OmniMedia can make sure that your Google Ad Grant strategy aligns with other aspects of your nonprofit’s strategy. They’ll help you create a keyword strategy that makes sense for your cause and connects you with the right prospects.
  • Ad copy development. Their digital marketing experts will write and test ads that are designed for optimum impressions and clicks. That way, you can inspire readers to click through to your site.
  • Website development. Backed by a team of skilled developers, DNL OmniMedia will help you create your website and amplify your online presence. That way, you can create valuable landing pages for your Google Ad Grant campaigns that drive users to get involved.
  • Reporting. With Google Analytics and Google Tag Manager, DNL OmniMedia will report back to your team on campaign performance and interpret the data for your team. That way, you can improve your site and campaign’s content.

Getting Started With This Google Grants Agency

DNL OmniMedia makes it easy to learn about their services and contact their team. Whether you’re looking to improve your Google Ad landing pages or better understand campaign data, this Google Grants agency is a reliable choice!

Allegiance Group is a professional Google Ad Grant agency that helps nonprofits leverage technology.

Allegiance Group | Best Agency for General Digital Marketing

Formerly known as Beaconfire RED, Allegiance Group works with nonprofits and associations to transform their digital strategies and grow their impact. Whether you’re focused on fundraising, advocacy, stewardship, or content marketing, they’ll tailor your digital marketing plan to do more good for your cause. One of their primary digital marketing offerings is Google Ad Grants management.

Their core Google Ad services include:

  • Website content optimization. They’ll leverage data to evaluate your website’s existing content and teach you how to create valuable content that you can then amplify through your ad campaigns. The Allegiance team has plenty of experience with A/B testing, too, so they can pinpoint what elements drive users to complete your online forms that you want to promote as well.
  • Keyword research. This Google Grants agency will help you find the keywords that your supporters are searching online and develop campaigns that target those terms. Aside from your Google Ad campaigns, they’ll also monitor your organic traffic and rankings to help create a more holistic SEM strategy.
  • Reporting. Allegiance Group takes data seriously. With custom implementations of Google Analytics using Google Tag Manager, they deliver reports and real-time dashboards that display your marketing performance, like page views, entrances, and goal assists. That way, you can continuously refine your campaigns.

Getting Started With This Google Ad Grants Manager

Allegiance Group empowers you to create a more holistic approach to your nonprofit’s digital marketing. Explore their site to get a sense of whether their offerings align with your Google Ad Grant needs.

RKD Digital is a Google Grants agency that helps nonprofits enhance their digital marketing strategies.

RKD Digital | Best Agency for Donor Cultivation

RKD Digital is a certified Google Grants agency that empowers nonprofits to get the most out of their grant money. They understand that nonprofits often have trouble making the most of their free advertising money without professional help and aim to eliminate those obstacles for them. They were the first full-service direct-response company to be added to the Ad Grants Certified Professional Community, so you know you’re in good hands if you choose them to handle your Ad Grant needs. From animal welfare groups to veteran organizations, they strive to help all causes succeed by connecting with donors.

Their team of experts will work closely to manage all aspects of your account through services such as:

  • Account Activation. Between filling out your application and securing validation tokens, RKD Digital will help you get your account up and running, so you can secure your free grant money.
  • Ad Creation. Their professional Google Ad Grants team will build high-level campaigns with ad groups and keywords. They’ll even write the ad copy for you.
  • Campaign Optimization. Once your campaigns go live, the work doesn’t stop there! Their Google Ad Grant agency will monitor your campaigns’ performance and make adjustments to boost conversions.

Getting Started With This Google Grants Agency

RKD Digital makes it easy to amplify your work and take advantage of the opportunities available to your nonprofit. Before lining up a consultation with their team, check out their services to make sure they offer what you need.


TrueSense Marketing is a Google Grants agency that helps nonprofits grow supporter relationships.

TrueSense Marketing | Best Agency for Search Engine Marketing

As a certified professional Google Ad Grant agency, TrueSense Marketing is a smart addition to your marketing efforts. They’re made up of a team of more than 200 professionals who have extensive search engine marketing (SEM) experience that can take your Google Ad Grants management to the next level. They’ll handle everything from application to ongoing maintenance, so you can focus on other aspects of your mission.

Their core services include:

  • Google Analytics. Their team will implement tracking to view how users interact with your site, so you can pinpoint and optimize your most important content.
  • Hands-On Management. TrueSense Marketing will actively manage your account to ensure it stays compliant, edit your campaigns to maximize ad performance, and collaborate closely with your team to highlight the most valuable opportunities for your nonprofit.
  • Comprehensive Campaigns. With help from this Google Grants agency, you won’t be confined to only donor-based ad campaigns. They’ll help you leverage your grant money to reach an entire community of prospective clients, volunteers, advocates, and other supporters.

Getting Started With This Google Ad Grants Manager

TrueSense Marketing is devoted to helping you make the most of your $10,000 each month. You can explore their full list of services on their website and determine if they’d be a good fit for your nonprofit.

Koios is a Google Grants agency that works exclusively with libraries, library advocacy groups, and other public information advocates.

Koios | Best Google Ad Grants Agency for Libraries

Koios is a nonprofit organization specializing in digital marketing for public libraries, library advocacy groups, and other public information advocates. Their main service involves using the Google Ad Grants program to enhance the visibility of libraries online.  Koios assists libraries in applying for these grants, creating effective advertising strategies, and managing their Google Ads accounts.

They focus on increasing web traffic to library websites and resources, particularly by making library catalogs more discoverable in Google searches. Here’s an overview of this agency’s services:

  • Google Ad Grant Application. They’ll help you register with Google for Nonprofits and apply for the Google Grant. If your application is rejected, they’ll make the necessary adjustments to ensure it’s approved.
  • Ad Optimization. Koios will create standout ads and monitor your campaigns. They have an incredible 12.8% CTR, which helps libraries spread awareness and share the joy of learning.
  • Catalog Promotion. Their main offering is promoting each library’s Online Public Access Catalog (OPAC) within Google SERPs, allowing the entire catalog to be searchable and visible online.

Getting Started With This Google Grants Agency

Koios works with libraries of varying sizes and tailors its pricing accordingly, offering a 60-day free trial period for new subscribers.

Reef offers Google Grants management services to Australian organizations.

Reef Digital Agency | Best Google Grants Manager for Australian Nonprofits

Located in Australia, Reef Digital specializes in managing Google Ad Grants among other digital marketing services. They were the first agency in Australia to receive the Google Ad Grants Certified Professional designation, which is a testament to their expertise.

After serving 50+ nonprofits, they know how to unlock the power of the Google Ad Grant. Here’s a rundown of their services:

  • Balancing Ad Grants and Paid Ads. They help nonprofits show their grant-funded ads wherever possible and use paid ads to supplement any gaps.
  • Google Grant Compliance. They’ll keep a close eye on your performance to keep your account in good standing with Google.
  • Supplemental Digital Marketing Services. Reef offers a range of services that can enhance your overall Google Ad performance, including landing page optimization, SEO, and content creation.

Getting Started With This Google Ad Grants Manager

Reef charges based on the complexity of your Google Grants needs. They offer a free Google Ad Grants audit to potential clients.

Additional Google Ad Grant Resources

The Google Ad Grant program offers an immensely valuable marketing opportunity for your team. You can amplify your work and expedite your mission, but only if you choose the right keywords and deliver optimized landing pages to prospects.

A professional Google Grants agency eliminates the guesswork and makes it incredibly easy to get your content in front of the right audiences.

Plus, agencies that are fully devoted to Google Ad Grants management spend their time learning the ins and outs of the program. They fully understand everything from compliance requirements to keyword research best practices. That way, you can rest assured that you’re creating winning campaigns and that your account will stay compliant. In turn, you can keep receiving your free $10,000 grant every month.

As the only agency fully dedicated to Google Ad Grants on our list, we highly recommend you check out Getting Attention. They offer everything you need to get your account activated and create optimized campaigns. Plus, they’re a certified Google Partner, so you know you’re receiving professional guidance.

Looking to learn more about the program? As you start researching different agencies, check out these educational resources:

Get a free consultation with Getting Attention, the best Google Grants agency for nonprofits.

One-Off Matching Gift Programs | What to Know For Your Org

One-Off Matching Gift Programs | What to Know For Your Org

Tons of companies (from Fortune 500 enterprises to the local law firm down the street) offer generous employee gift-matching programs. When such a program is available, the business essentially agrees to match donations made by its staff to a wide range of charitable causes. These opportunities are great⁠—and relatively well-known in the nonprofit space. However, there’s another type of corporate matching program that’s less widely understood, and that is one-off matching gift programs.

One-off (or custom) matching gift programs generally involve specific partnerships between one corporation and one nonprofit organization. And the results can be grand!

If you’re interested in making the most of corporate matching opportunities for your mission, you’ve come to the right place. In this guide, we’ll walk you through everything you need to know as you begin crafting a plan to source and leverage one-off matching initiatives. This includes:

Ready to dive in? One-off matching gifts have the potential to bring your organization’s corporate fundraising to the next level. You just need a plan that outlines how your team can do so. And for that, let’s start with the basics.

The basics of one-off matching gift programs

One-off matching gift programs are those that are unique to a single organization. In this case, it’s yours! In the matching gift sector, you may hear this type of partnership described in a few ways—including custom, one-off, exclusive, or even unique matching gift programs.

Regardless of the term used, the bottom line is the same: a company works with an organization to facilitate a matching gift program with narrower criteria than a standard match program would have.

Specifically, donations to your nonprofit are the only ones being matched.

One-off matching gifts infographic - concept illustration

You might wonder why a company would offer this particular type of donation-matching initiative.

Picture this: let’s say you run an organization dedicated to breast cancer research and treatment services. Now, imagine a corporate CEO has a soft spot for missions like yours. They come to your nonprofit team with a proposal: They’d like to match employee donations to your organization throughout Breast Cancer Awareness Month.

While the company may not typically have the bandwidth to match all team member donations, a one-off matching gift program can serve as an excellent jumping-off point for corporate philanthropy. Alternatively, a business might offer a traditional matching gift initiative with a 1:1 ratio year-round⁠. During particular times (or to particular causes), however, the employer might elevate its program by offering a temporary 2, 3, or even 4:1 match through a one-off program.

Check out the clip below to get a two-minute overview of one-off matching gifts.

Interested in a more in-depth examination of the programs? Register to get the webinar replay here!

Double the Donation’s one-off match program functionality [with auto-submission]

If you’ve made an effort to elevate corporate fundraising at your organization, you’ve likely invested in a matching gift automation software like Double the Donation. This tool makes it quick and easy for you and your donors to locate information regarding thousands of matching gift companies.

If a company doesn’t offer a widely available matching gift program, though, they likely won’t show up in a search of the database tool. And that confusion can cause a disruption in the number of matching gift requests actually submitted—and secured—for your cause.

When you’ve organized a one-off matching gift program with a corporate partner, you want your donors to seamlessly locate the information they need to initiate the match process.

Luckily, Double the Donation has the solution: we’re offering built-in functionality for managing unique matching gift programs in 360MatchPro. That means you can add matching gift programs specific to your cause to your matching gift search tool⁠—without it populating in other organizations’ databases as well. This way, donors can access the policy and forms they need to complete their matching gift requests on your nonprofit’s behalf.

Double the Donation's one-off matching gift program search functionality

While this functionality has previously been available exclusively for 360MatchPro Enterprise clients, we’re excited to announce that all 360MatchPro Standard accounts now have access to our unique program management tools!

*As a note, this feature is designed specifically for fundraisers looking to manage custom matching gift initiatives—360MatchPro does not work directly with corporations. If you’re a company interested in creating a matching gift program, contact us, and we’ll share information about our corporate vendor partners.

Adding a One-Off Program in 360MatchPro

Already have a corporate partner offering a one-off matching gift program for your organization? To add your unique campaign to your nonprofit’s matching gift database, log into your 360MatchPro portal and fill out a brief form regarding the offered program. (This can be located under the settings tab → Manage Programs.)

Custom or one-off matching gift backend management

To save the program in your database, you’ll be asked for a few key details regarding the agreed-upon guidelines and parameters. This includes:

  • Company name
  • Point of contact information (e.g., the workplace giving coordinator or HR department), email address, and phone number
  • Types of eligible employees (full-time, part-time, retired team members, and/or spouses)
  • Minimum and maximum donations matched
  • Matching gift ratio
  • Submission form URL or PDF upload (and an overview of the request process)
  • Program start and end dates

One-off matching gift criteria form

From there, the custom matching gift initiative will begin populating within eligible donors’ queries! All they need to do is begin typing their employer’s name in your organization’s search tool and select the company from the populating options. Once they’re redirected to your confirmation screen (or afterward in an email), donors should find the easy-to-access program details and instructions as usual.

Enabling Auto-Submission for Your One-Off Program

In the same form, your team will also be asked whether you’d like to enable optional auto-submission functionality for the one-off matching gift program. This essentially enables Double the Donation to pre-fill a request form on the donor’s behalf, thus streamlining their experience and enhancing participation and engagement rates.

Enabling auto-submission for a one-off corporate matching gift program

In order to see the best results from auto-submission forms, be sure to also fill out your comprehensive Organization Profile within 360MatchPro. (This can be located under the settings tab → Organization Profile.)

This resource should include vital and up-to-date information about your nonprofit that will ultimately be used for your matching gift company to review and approve requests. When qualifying donors initiate the auto-submission process from your giving page, Double the Donation has the necessary details to complete the request behind the scenes, thus automating and streamlining donors’ efforts.

The details in your nonprofit’s profile should include:

  • Your organization’s name
  • Phone number
  • Tax ID number (EIN)
  • Website URL
  • Full mailing address
  • Form W-9
  • 501(c)(3) IRS affirmation letter

In the end, proactively sharing this information increases the likelihood that matches are completed without a hitch⁠. As a result, you can expect more matching gift funds flowing into your cause in a timely manner.

(Hint: Your Organization Profile helps streamline auto-submission for other companies’ general matching gift programs as well!)

Locating a one-off corporate matching gift partner

One-off or unique matching gift programs are, by definition, developed on an ad hoc basis. Luckily, that opens up a world of possibilities⁠—because just about any company could offer such an initiative.

As you begin seeking the right partner for your one-off matching gift program, we recommend taking a similar approach to the pursuit of a traditional corporate sponsorship. Following these steps can help organize your efforts and make the most of every avenue of support available to you!

Identifying companies your donors work for that don’t have existing matching gift programs.

Reach out to non-participating employers and share that you have a lot in common with them and their key stakeholders (your donors and their employees) already. Then, let your point of contact know you’d like to launch a one-off donation-matching initiative. Point out that it can be a great way to get into matching gifts for the first time, and be sure to share that your organization has helpful tools and resources for streamlining the facilitation of such a program.

Top tip: If your team uses 360MatchPro, the “Leading Companies” feature allows you to isolate the employers most often searched by donors in your database tool. It even flags top companies according to whether they have an existing match program or not!

Identify one-off matching gift prospects with Double the Donation's top companies feature

Encouraging donors to advocate for a one-off matching program on your behalf.

Your donors can be some of your greatest assets. If they work for companies without existing programs, see if your supporters would be willing to pitch the idea to their employer on your behalf. When you provide a handy template supporters can use to propose a program (such as one included below), they’ll be increasingly likely to take such steps. And a company is going to be more open to considering the opportunity when the proposal is coming from a member of their own team.

Top tip: We recommend implementing 360MatchPro’s custom redirect functionality to inform ineligible donors about the ways they can get involved regardless. When a donor is marked as likely ineligible for a matching gift, send them to a page on your website that shares a myriad of opportunities for increased support: including championing a one-off matching gift program to their employer!

Encourage ineligible donors to advocate for a one-off matching gift program

Suggesting unique opportunities for amplifying existing matching gift programs.

One-off matching gift programs are sometimes built off of companies’ existing match initiatives, too! That means you might not be starting from ground zero when it comes to communicating the matching gift opportunity and how a company can get involved.

Instead, there may be a business that contributes a number of matching gifts to your organization already. But in the company’s giving, you see an opportunity for growth or additional, untapped potential. In this case, you might consider proposing the idea of an “above and beyond” matching gift opportunity to set your prospective one-off program apart.

Here are a few examples of ways a company can scale up its matching gift program for your organization:

  • Increased matching gift ratios (e.g., a company usually matches gifts at a 1:1 ratio but raises the rate to 2:1 for a cancer research organization during Breast Cancer Awareness Month)
  • Decreased donation minimums (for example, let’s say a company generally requires donations of least $50 to qualify for a matching gift. During Pride month, it removes the minimum gift size for an LGBTQ+ nonprofit as a way to incentivize employee giving to the cause)
  • Increased donation maximums (a company typically instills a $500 cap on matching gifts per employee but raises the maximum threshold to $5,000 for a local food bank during Matching Gift Month)
  • Fundraising matches (a company generally matches gifts that employees donate personally but opts to match all gifts collected for a peer-to-peer fundraiser on behalf of a particular mission organization)

Top tip: One-off matching gift programs can offer an excellent opportunity to highlight giving days, awareness and affinity months, and more. Consider which celebrations best align with your nonprofit and its mission, then begin seeking corporate matching gift partners to amplify such efforts.

Example of a one-off matching gift program that amplifies an existing match

Creating a “one-off matching gift” interest page on your website.

Your nonprofit’s website is one of its most valuable assets. And, just like you can leverage this resource to share general matching gift program information, you can also use it to drum up interest for one-off matching gifts. The key difference, however, is that you’ll be targeting prospective companies rather than individual donors!

As you build a one-off matching gifts page on your site, we recommend the following best practices for success:

  • Make it easy to locate. You won’t reap many benefits from a web page that’s nearly impossible to find!
  • Review your mission. Don’t assume any prospective partners are already familiar with your organization. Provide a brief summary of your vision and your team’s work toward it. Pictures help, too!
  • Define the “one-off match” opportunity. Make sure to clearly define a one-off matching gift program and clarify how it differs from a standard matching gift.
  • Focus on the benefits. Companies want to know what advantages are being offered in any potential partnership. State the ways a one-off matching gift program will aid the employer in reaching its goals. The more specific you can be, the better!
  • Embed a contact form. It should be quick and easy for corporate donors to enter the information you’ll need to be in touch. When initiating contact is as simple as filling out an online form, more companies will be willing to do so!

Top tip: Be sure to follow up regarding companies’ one-off matching gift partnership interest in a timely manner. Though there’s no universally agreed-upon timetable, reaching out within one business day of the form being submitted tends to be an accepted practice. Plus, following up quickly allows your team to make the most of a corporate contact’s heightened engagement level before it dwindles.

One-Off Matching Gift Programs Interest Page - Sample Screenshot

Making the pitch and communicating one-off matching gift partnership value.

At this point, you should have narrowed down potential partnerships and produced a short list of prospects that may be willing to offer a one-off match. Now, it’s time to make your pitch. And don’t forget to mention the vast benefits to participating companies as well! These include heightened employee engagement, improved corporate social responsibility (CSR), tax benefits, and more.

If you have metrics available from previous one-off matching gift partners, this information can help demonstrate tangible value through prior successful engagements. For example, you might inform your corporate contact that a previous one-off match program led to a 40% increase in corporate giving or a 65% employee satisfaction rating.

Top tip: Throughout your search, keep an eye out for companies with similar missions and visions as your own. This will help ensure your values align with one another and can maintain a mutually beneficial partnership in the long term. Not to mention, their employees may be increasingly likely to support your cause.

Communicating the value of a one-off matching gift program

Establishing one-off matching gift program guidelines in conjunction with your corporate partner.

Once you’ve identified a corporate partner, you’ll need to determine specific program guidelines to define the opportunity. Like traditional matching gifts, these criteria are ultimately determined by the company offering the program. However, your organization may play a role in advising the creation of a matching gift policy. You’ll also need to ensure that the new program’s guidelines do not conflict with any of your pre-existing gift acceptance policies.

Policies for special matching gift programs typically include:

  • Minimum and maximum donation amounts;
  • Matching gift ratios;
  • Types of qualifying employees (i.e., full-time, part-time, retired);
  • Submission deadlines;
  • Forms and request processes;
  • And any other relevant information!

In this regard, the only difference between a one-off and a standard match program is the types of nonprofits eligible for funding. And that question is easy⁠—the receiving organization is yours!

Still, it’s a good idea to discuss associated criteria with your matching gift partner before rolling out your program. This enables your team to better communicate eligibility standards and ensure match requests have the information required for approval. Plus, your organization can provide access to helpful resources that simplify the experience for you and your partners.

Top tip: If you’ve invested in Double the Donation’s matching gift platform, enabling the one-off matching gift management feature allows a company (and its employees) to benefit from a streamlined submission process.

Behind-the-scenes submission for one-off matching gift programs using the standard form

Made possible with the standard matching gift form, this request method is quick and easy for donors to complete, minimizing additional steps and reducing roadblocks in participation. The result? More matches!

Key benefits of one-off matching gift programs for nonprofits

Though narrower in scope, one-off matching gift programs offer many of the same benefits that traditional matching gift programs do. Plus, this unique offering can unleash a number of exclusive advantages just for your cause.

These include:

Building deeper connections with charitable-minded corporations.

Whereas a typical matching gift program may lead to a company contributing to hundreds or thousands of nonprofits, a one-off matching gift program is just between you and your corporate partner. Therefore, it provides enhanced opportunities for strengthening your relationship. You might even be able to turn it into a recurring program!

Building connections with one-off matching gift partners

Widening your fundraising reach to encompass new supporters.

When promoted effectively, one-off matching gift programs have the potential to direct first-time donors to your organization. A company’s employees may otherwise never have been made aware of your cause. But when their employer highlights the giving opportunity, your nonprofit is at the forefront of their minds. You might even uncover some new, long-term supporters this way!

Widening your reach with one-off matching gift programs

Elevating donor engagement with unique match opportunities.

Perhaps your one-off matching partner employs individuals who are already involved with your cause. You have the chance to further their engagement through the program, too! In fact, studies show that simply mentioning matching gifts in donation appeals results in more than a 71% increase in response rate and a 51% increase in average gift amount.

Best practices | Top tips for successful one-off matching programs

Want to take your organization’s unique matching gift program to the next level? Consider these smart tips and tricks to better engage your donors and your corporate partners.

1. Encourage your corporate partner to promote the program to employees.

A matching gift program is only as good as the employees who know about it. Uninformed team members, after all, are not going to take the steps required to initiate a matching gift if they’ve never been informed of the opportunity. Thus, they’re not sending additional corporate revenue your way.

One of the best things a company can do to drive corporate giving participation⁠—and, as a result, get the most out of its program offerings⁠—is to make its employees aware of the opportunity in the first place. From the nonprofit’s end, it’s a good idea to encourage proactive employee outreach in order to aid your partner in doing so.

Sample one-off corporate matching gift program social media post

And when the employer incorporates the program in its public-facing marketing efforts, the philanthropic efforts also go a long way in building the company’s reputation as a charitable and socially responsible institution. Your team can even help drive promotions by sending co-branded graphics, social sharing templates, sample communications, and more!

2. Market the opportunity to your audience.

Just like you expect your matching gift partner to promote your one-off program to their employees, you’ll want to market the opportunity to your nonprofit’s audience as well. Marketing efforts from your organization might include:

  • A social media post highlighting the program and recognizing your matching gift company for their generosity;
  • A blog post on your organization’s website sharing program information and how to get involved, if applicable;
  • Personalized outreach (phone calls, emails, letters, etc.) to existing and prospective donors who work for the company hosting the one-off match program;
  • Your matching gift search tool—loaded with your one-off matching gift program—embedded in your donation forms and confirmation screen;
  • Post-donation email reminders that encourage the company’s employees to complete the matching gift request process if they haven’t already.

The more information that gets out regarding the one-off matching gift opportunity, the better!

Remember also that by sharing co-marketing materials with your own network of support, you can help provide additional benefits to the matching gift company. When the employer recognizes significant value from the partnership, they’ll be more likely to offer corporate and workplace giving initiatives alongside your organization in the future.

Sample marketing materials for a one-off matching gift program

3. Enable auto-submission functionality to streamline participation.

You want your donors to be able to take part in your matching program as easily as possible. One of the best ways to simplify participation is to implement Double the Donation’s auto-submission functionality⁠—essentially removing obstacles within the submission process and driving more requests to completion.

Why does this matter? Unfortunately, custom matching gift programs can suffer from many of the same roadblocks that traditional programs face. And one of the most common hindrances is a lack of understanding surrounding the matching gift request process from the donor’s perspective.

With auto-submission enabled, however, eligible donors can complete their match submissions right from your donation forms with no redirects, separate logins, or paper forms required! All donors typically have to do is enter their corporate email address on your gift confirmation page. Then, voilà⁠—Double the Donation handles the rest of the submission process using our standard request form behind the scenes.

Here’s what the request process can look like with auto-submission:

Step 1) An employee of your corporate matching company makes a donation on your organization’s website and enters the company name.

Step 2) The donor enters their email on the confirmation screen, authorizing Double the Donation to auto-submit their match request.

The one-off matching gift process with auto-submission

By incorporating this innovative functionality for your unique matching gift program, everybody benefits. This includes:

  • Your organization, which receives increased matching gift revenue and elevated donor engagement.
  • Your donors, who save time with one-click matching gift requests, enabling them to make the most of their nonprofit contributions without dedicating more time and resources.
  • Your corporate match partner, who sees maximal program usage, more satisfied employees, and a positive brand image.

And don’t forget about your mission beneficiaries, who receive more extensive and better-funded programs and services from your organization, too!

4. Pitch an annually recurring one-off or custom match program.

Most one-off matching gift programs are going to be organized as short-term campaign initiatives (for example, a company supporting a breast cancer research nonprofit during the month of October or an LGBTQ+ advocacy organization in June). However, that doesn’t mean that the partnership has to be a one-and-done experience!

Instead, pitching your one-off match as an annually recurring event is a great way to grow your relationship with a corporate donor and its employees for the long term. You can even position the initial campaign as a “trial run,” allowing both your organization and the company to fine-tune the program and ensure it aligns well with your shared goals and values over time.

Alternatively, your one-off matching gift efforts might inspire the corporate partner to dive in fully with matching gifts⁠—rolling out an evergreen program in conjunction with a dedicated CSR platform to simplify ongoing management. Either way, your organization is able to benefit from the company’s philanthropy on an ongoing basis!

Helpful templates to streamline corporate outreach

Effective communications—with individual and corporate donors alike—are integral to successful one-off matching gift partnerships. But knowing how to ask a company to match donations can seem nerve-wracking!

If you’re not sure how to get started, check out these sample messages for various scenarios, and adjust the provided templates to reflect your own outreach strategy.

Template #1: Pitching One-Off Matching Gifts to a Company Without an Existing Matching Gift Program

One-off matching gifts are an easy way for companies to explore donation-matching for the first time. Use this template to propose such a program to a company that does not currently offer a matching gift program for its employees.

Subject: Will you support [nonprofit] with a one-off matching gift program?

Dear [HR or CSR department head],

I hope this email finds you well. I am writing on behalf of [nonprofit], an organization deeply committed to [mission or cause]. In the past year, we’ve been fortunate to receive support from donors who share our passion for creating positive change—and many of these generous individuals are employed by [company].

As a result, we wanted to reach out and see if [company] would be interested in implementing a one-off matching gift program as a way to encourage employee giving and grow your own social responsibility efforts. This special initiative allows your company to make a meaningful difference in the community by matching your employees’ donations to [nonprofit] during a designated campaign.

I would love the opportunity to discuss this further and explore how we can tailor a one-off matching gift program to align seamlessly with [company]’s values and objectives.

Looking forward to a potential partnership,

[Name]
[Job title/role]
[Contact information]
[Nonprofit]

Template #2: Pitching One-Off Matching Gifts to a Company With an Existing Matching Gift Program

You can also implement a one-off matching gift program to elevate an existing matching gift company’s support for your organization. Use this template to pitch an above-and-beyond program to a company that already matches gifts but has room for improvement in its efforts.

Subject: Make [company]’s matching gifts to [nonprofit] go further with a one-off matching gift partnership!

Dear [HR or CSR department head],

I am reaching out on behalf of [nonprofit], expressing our most sincere appreciation for [company]’s ongoing support through its employee matching gift program. Your commitment to philanthropy has undoubtedly made a positive difference for [mission or program], and our generous donors love having the ability to double their impact on the cause.

As we continue to work towards our shared goals, I would like to present an exciting opportunity to enhance the impact of [company]’s giving. We would love to introduce a special one-off matching gift program in partnership with your company. Specifically, we are proposing a designated campaign that offers [increased donation maximums, matching gift ratios, types of eligible employees, etc.] as a way to grow your corporate giving and bring our fundraising to new heights.

I would be delighted to discuss this proposal further and explore how we can tailor the upgraded one-off matching gift program to align seamlessly with [company]’s objectives and abilities.

Thank you in advance,

[Name]
[Job title/role]
[Contact information]
[Nonprofit]

Template #3: Responding to a Company’s One-Off Matching Gift Program Interest

Once you launch a custom matching gift program interest page on your nonprofit’s website, you’ll likely receive submissions from interested corporate prospects. This template can help guide your responses as you enter important partnership conversations.

Subject: Thank you for your interest in supporting [nonprofit] with a one-off match program!

Dear [company] Team OR [point of contact specified in contact form],

I hope this message finds you well. On behalf of [nonprofit], I want to extend our heartfelt gratitude for your inquiry to support our cause through a one-off matching gift program. As you may know, our mission at [nonprofit] is to [mission or vision] by [project or program], [project or program], and [project or program].

As we embark on this journey together, it’s important to first clarify what the partnership would entail for each of our teams. Simply put, a one-off matching gift program is an employee giving initiative that benefits a specific nonprofit organization⁠—in this case, ours! Through this program, your company agrees to match donations made by your staff members to our organization, effectively doubling the impact of their contributions on our cause.

To help kickstart the process of setting up a matching gift program, here are some recommended next steps to get our partnership off the ground:

▶ Specify the types of employees that qualify to participate in the matching gift initiative.
▶ Define the minimum and maximum matchable gifts per employee.
▶ Establish your matching gift ratio.
▶ Determine the program’s start and end dates.
▶ Develop a clear submission process for employees to follow. (We recommend Double the Donation’s auto-submission process, which we can implement from our end)

We’re also pleased to provide you with templates and other helpful resources that may aid in the development and promotion of the program to your employees. Once again, thank you for considering this partnership, and please reach out if you have any additional questions or are ready to move forward with the next steps.

Warm regards,

[Name]
[Job title/role]
[Contact information]
[Nonprofit]

Template #4: Empowering a Donor to Facilitate an Introduction to their Employer

A warm introduction from a donor who works for a prospective corporate partner goes a long way. It can help get your team’s foot in the door for one-off matching gift conversations and demonstrate value in terms of shared audiences for the company in question.

Use this sample message to initiate outreach with a supporter and encourage them to connect your team with their HR or CSR department!

Subject: Double your donation impact by connecting us with [company]!

[Donor],

On behalf of the [nonprofit] team, we wanted to express our sincere gratitude for your continuous support and the invaluable contributions you’ve made towards [mission or cause]. Recently, an avenue that has shown great potential is one-off matching gift programs, designed to amplify the impact of charitable donations by employees of forward-thinking companies.

We believe that your employer, [company], could play a pivotal role in strengthening our impact through such a one-off matching gift partnership. In order to aid us in our outreach, we kindly request your assistance in making a warm introduction to the appropriate contacts at the business. Your endorsement and personal connection would undoubtedly add weight to our proposal and highlight the positive social impact that can be achieved through corporate philanthropy.

We understand that your time is valuable, and any support you can provide in facilitating this introduction would be immensely appreciated. If you have any questions or if there’s additional information you may need, please feel free to reach out.

Thank you again for your ongoing support,

[Name]
[Job title/role]
[Contact information]
[Nonprofit]

Template #5: Advocating for a One-Off Matching Gift Program [For Donors]

Your donors may be willing to champion your cause even further by pitching a matching gift program to their employers themselves. But your team can play a crucial role in encouraging such advocates in their endeavors! Share this helpful template to empower individual donors to advocate for matching gifts on your behalf.

Subject: Request for a corporate matching gift program

Hi [manager or HR representative name],

I am writing to request the addition of a “one-off” corporate matching gift program at [company] on behalf of [nonprofit].

If you weren’t aware, thousands of companies match employee donations as a way to support their staff and the nonprofit causes they contribute to. However, I understand the limitations in budget and resources that could hinder a company from participating. That’s why, in this case, I am requesting that [company] implement a specific program in which it matches donations to [nonprofit] for a limited time.

Companies that match gifts tend to see substantial advantages in terms of employee engagement and retention, opportunities to attract competitive candidates, improved brand image, and even increased sales. And on the employee’s end, team members love knowing that their employer is willing to contribute to their favorite causes.

If you’d like to take steps to establish a matching gift program for the company, Double the Donation has provided a detailed guide that walks corporate leaders through the process.

Thank you for your consideration,

[Your name]
[Job position]
[Contact information]

Looking for more templates and other resources?
360MatchPro users can locate additional materials under Settings → Manage Programs.

Not a 360MatchPro client yet?
Click here to get a demo and see how our complete matching gift automation platform can
transform your fundraising efforts.

Bonus | “The Power of a One-Off Match” Case Study: LLS & Danaher

If you’re wondering what kind of impact a one-off matching gift program can have for your organization, check out this example of a successful partnership that resulted in a unique initiative engaging employee donors at new heights.

As you read, consider which elements of this strategy you can implement in your own team’s efforts.

“Danaher Corporation’s long-standing partnership with LLS enables the team to support active research projects and help patients afford treatments.”

—Danaher Corporation Annual Report

The Leukemia & Lymphoma Society (also known as LLS) is a key player in the fight against blood cancers, dedicating its mission to medical research, education, advocacy, and more. As one of the world’s largest peer-to-peer fundraising organizations, the LLS team has always been at the forefront of innovation to further its cause⁠—including with a particularly well-established approach to corporate matching gifts. Ergo, LLS was also one of the first nonprofits to build a strategy targeting custom matching gift programs.

Armed with 360MatchPro’s automation tools since 2017, the Leukemia & Lymphoma Society has continued to develop its one-off matching gifts plan, providing corporate partners with customized resources to aid in program facilitation.

Meanwhile, Danaher Corporation, which comprises some of the world’s most groundbreaking science and technology companies, expresses a forward-looking mission of “making things better for our customers, our company, and the world.” Its focus on diagnostics, life sciences, and biotechnology⁠—in addition to its desire to support organizations working to advance healthcare innovation⁠—makes its decades-long partnership with LLS a natural fit.

According to a 2023 sustainability report, commitment to continuous improvement is at the heart of everything Danaher Corporation does. That’s why, in 2022 alone, the company invested more than $1.7 billion into research that funded breakthrough cancer diagnostics, innovative bioprocessing, gene sequencing, and more.

One-Off Matching Gift Program Example - StatsWhen the Danaher Corporation team sought new and innovative ways to give back to its community and increasingly engage its workforce in philanthropy, the company settled on a one-off matching gift initiative. After establishing the program, Danaher employees were invited to support LLS through an upcoming fundraising event, Light the Night. With an employee count of over 70,000, the company got on board to give back to their communities in a substantial way.

The result? In offering a one-off matching gift program in partnership with LLS, Danaher Corporation was able to increase its total giving by more than 150%, surpassing its initial fundraising goal and elevating its impact greatly.

And in the end, the company continued to grow its matching gift initiatives! Facilitated through the company-sponsored Danaher Foundation, the team continues to demonstrate a holistic and ongoing approach to corporate giving. In addition to taking its matching gift program global, Danaher also reports plans to venture into skills-based volunteerism, nonprofit board service support, and Volunteer Time Off (VTO).

One-off matching gift case study


Wrapping Up

Sourcing a one-off matching gift program may be one of the best ways to set your organization apart. In addition to the matching gifts ultimately paid out through the program, a one-off match will enable you to grow mutually advantageous corporate relationships that last long beyond the matching gift period itself.

And you don’t want to overlook the benefits to individual supporter engagement, either. An employer-sponsored one-off match program empowers existing donors to stretch their support even further for your cause. Not to mention, it funnels new, first-time donors to your cause in the first place!

Luckily, with the right tips, tricks, and tools, getting started has never been easier.

Get started with Double the Donation's one-off matching gift management feature

Interested in learning more about matching gift programs and best practices for elevating corporate fundraising at your organization? Check out our recommended resources:

How to Identify Corporate Partners

Corporate Partnerships Additional Resources - Identifying Partners with 360MatchPro

Matching gifts aren’t the only type of corporate giving program available! Find out how to identify top corporate sponsorships and potential one-off matching gift companies with this guide.

READ NOW

Auto-Submission & CSR Platforms

One-Off Matching Gift Program Resources - Auto-Submission

New auto-submission streamlines the matching gift process for one-off and general corporate programming. Dive deep into this innovative functionality and the providers that support it.

READ NOW

Top Matching Gift Companies

One-Off Matching Gift Program Resources - Top Matching Gift Companies

Thousands of companies match employee donations, but these programs stand out. Browse this list of particularly impactful matching gift companies from Double the Donation.

READ NOW

Registering Your Org with CSR Platforms + Key Steps For Each

Registering Your Org with CSR Platforms + Key Steps For Each

CSR (or corporate social responsibility) platforms are the software companies use to manage their end of the matching gift process. When an employee wants to request a match from their employer, they are often directed to an online portal from a corporate giving platform, where they are encouraged to provide information about their charitable gift and request a corporate match.

The giving platform screens employee donations to ensure gifts meet the company’s specified matching criteria then approves the donation match and disburses the funds to the receiving organization.

Some of the largest CSR software providers include Benevity, YourCause, and CyberGrants, and these three manage a portion of the top matching gift companies. However, many other effective platforms exist as well, often working with small and medium-sized businesses⁠—and you don’t want to neglect those providers, either. For this, consider names such as Millie, POINT, Selflessly, Givinga, America’s Charities, and Bright Funds.

Well-Known and CLMA-Certified CSR Vendors

In order to maximize matching gift revenue, each nonprofit should register its organization with as many CSR software platforms as possible.

And we’re here to help! In this resource, we’ll cover:

Ready to learn more about setting your organization up for continued corporate giving success? Let’s dive in with the key reasons why this is a priority.

3 Reasons to Register Your Nonprofit with CSR Platforms

There is a multitude of benefits as to why this is a corporate fundraising best practice, and our team dives into three of the most significant reasons in this guide. These include:

1. Increased Visibility as a Verified Cause

Picture this: a company just announced its new corporate giving initiatives, including matching gift and volunteer grant programs. One employee within the company is so excited to participate and make a positive difference on a worthwhile cause but doesn’t have a specific charity in mind.

The employee decides to leverage the provided CSR portal their company is partnering with to locate an organization to support. They conduct a quick search of the associated nonprofits, filtering by a favorite type of mission or location. For example, let’s say they search for the terms “animal shelter” and “Atlanta.” And your pet rescue shows up! The employee is drawn to your organization, decides to make a matchable donation to the rescue, and even reaches out to explore available volunteer roles.

If you hadn’t previously registered with the platform the employee’s company utilizes, your cause likely would not have shown up during the prospective donor’s search. And you might have missed out on powerful opportunities to reach new donors and volunteers!

But because you had previously taken a few minutes to register your organization with the corporate giving management company, you were able to increase visibility for your cause. And since you had already gone through the verification process, individuals being exposed to your nonprofit can trust in the legitimacy of your organization.

2. Higher Likelihood of Matching Gift Eligibility

When your donors participate in their employers’ matching gift programs, they’ll need to follow instructions provided by the employing company on how to submit their matching gift request. This often means completing and processing the request through a dedicated matching gift software portal. And while each company chooses its own criteria regarding matching gift-eligible nonprofits, some dictate that in order to be eligible for a match, the organization must be registered with their CSR management platform of choice.

In other words, when your nonprofit is registered with a CSR software platform, you’ll be eligible to receive matches from more companies. As a result, a higher percentage of your donors’ generous contributions will qualify to receive a matching donation on your behalf.

More companies equal more eligible donors equal more matching gift revenue overall.

And when your organization registers with as many giving management platforms as possible, your likely match-eligibility will only continue to grow!

3. Simplified Donor Request Processes

According to matching gift research, only 1.31% of donations are matched at an average nonprofit organization⁠—despite more than 26 million individuals working for companies with matching gift programs. Two of the biggest obstacles to participation include a lack of awareness of these programs, along with the assumption of a complicated match request process.

Donors love participating in matching gift programs, but not even the most dedicated supporters are likely to jump through a thousand hoops to secure a match on your behalf. The more steps involved and the longer it takes to complete the process, the higher the chance is that donors will abandon their potential match altogether.

For this reason and more, it’s always a good idea to simplify and streamline the matching gift process for your donors whenever possible. And preregistering your organization with the CSR platforms used to manage their employers’ giving programs is one of the best ways to do so.

This way, donors can simply search your organization in the platform’s nonprofit database and provide information about the donation they made. On the other hand, if they don’t find your cause in the organization lookup tool, the submission process can be significantly delayed, and some donors might not come back to complete their request.

Even once the donor submitted the match request, not being registered with the CSR platform can cause additional delays in the match disbursement process⁠, meaning it will be even longer before you receive your funding.

The simple solution? Register your organization with these CSR software platforms now!

P.S. If you’re looking to register your organization with the most intuitive and innovative platforms, specifically those that prioritize a seamless user experience, we recommend getting started with CLMA-certified tools. Select CSR vendors like Givinga, Millie, POINT, and Selflessly have been awarded for their devotion to seamless giving and matching, ensuring organizations’ corporate engagement efforts are effective and impactful.

CSR Platform Registration: Our Checklist of Key Steps To Get Started

By now, you should understand the critical importance of registering your organization with the top CSR platforms. But the next big question concerns how you do so⁠—and how you can ensure you make the most of each platform you use.

We recommend following each of these essential steps to create and optimize your registration with top CSR portals:

1. Locate the application for each CSR platform.

Most CSR software providers aim to make this step as simple as possible for the nonprofits looking to verify their causes. For example, a quick online search for “registering a nonprofit with [CSR vendor name⁠—e.g., Benevity, YourCause, CyberGrants, etc.]” should pull up relevant web pages pertaining to the platform in question.

Here's an example of a Google search for nonprofit CSR platform registration.

You can also locate the links to common nonprofit portal registrations below:

Depending on the company, this will likely include an online application, step-by-step instructions, or a combination of both. If you have a hard time locating the process for a particular platform, click around their website or consider reaching out to the team to find out more.

2. Provide requested information about your nonprofit.

To register for any platform, you’ll need to provide details about your organization and its status as a 501(c)(3) nonprofit⁠. This may include your address, EIN, and/or copy of your Tax-Exempt Status Letter from the IRS.

Next, the CSR software company will review the included information to verify its accuracy. Upon approval, the company will provide your team with access to an online portal from which you will manage your nonprofit account.

3. Have a strategy for username and password management.

More than likely, you’ll have multiple team members managing accounts on multiple CSR platforms. Make sure you have a plan in place to grant easy access to anyone who should be utilizing the platforms on your behalf without compromising the security of your account.

For many organizations, this involves leveraging a secure password management and sharing system with intuitive access controls. Or, you may provision individual login access to individuals within the CSR platform itself. In this case, your organization will have a single account with multiple users (although not all providers have this functionality).

Alternatively, you might choose to establish a universal set of login credentials that you use across each portal you register for. Going this route can help avoid too many “forgot my username” and “reset my password” attempts. However, the practice also introduces a number of security risks that you might rather avoid, such as former employees retaining access to your nonprofit’s portal.

4. Establish a dedicated point of contact for matching gifts + volunteer grant management.

Matching gifts and volunteer grants are two nonprofit funding sources that are most likely to slip through the cracks. At smaller nonprofits, it can seem as if no one has the time or resources to devote to workplace giving opportunities, and at larger organizations, it often falls into a game of “I thought so-and-so was going to do that,” when so-and-so thought it was someone else’s responsibility altogether.

In order to avoid the resulting pitfalls, we recommend selecting a dedicated POC to be in charge of all things matching gifts and volunteer grants⁠—including manually verifying donations and volunteer hours, managing the organization’s corporate giving portals (and understanding the nuances between platforms, as seen below), and more. And if your nonprofit is particularly large, you may even benefit from having a separate person responsible for volunteer grants than your same matching gift contact.

It’s critically important that your matching gift coordinator or team is thoroughly trained in all things matching gifts. But it’s a good idea to provide an overview of the basics for all team members, including paid staff and volunteers alike.

Portal-Specific Tips and Checklist Items for Top CSR Platforms

Each CSR platform is designed differently, which means each solution offers its own unique set of pain points for nonprofits looking to utilize the portal to manage their corporate fundraising.

Here, we’ve compiled a list of tips and best practices for nonprofit team members looking to get set up with each of the top three corporate giving vendors and overcome common roadblocks.

CyberGrants Portal Management TipsHere's an overview of CyberGrants' nonprofit CSR platform registration process.

  • Register your organization with CyberGrants’ Project Front Door (PFD).
  • Designate a universal notification email for ALL correspondences (this should be something like matchinggifts@xyz.org rather than a personal email address).
  • Utilize Gift IDs and Access Codes when trying to locate an account.
  • Leverage the “Donation” tab in Project Front Door for a streamlined verification process.
  • Be prepared to manually verify donations with CyberGrants for matching gift requests in order for match funding to be approved.
  • Use the “Need Support?” link at the bottom of every company page for a more timely response.

Interested in even more CyberGrants management tips? Check out our more in-depth guide to the topic here.

YourCause Portal Management TipsHere's an overview of the YourCause nonprofit CSR platform registration process.

  • Register your organization with YourCause’s NPOconnect.
  • When checking for notifications, ensure you are under the Head Quarters account rather than a chapter or affiliate account.
  • Utilize the “MY WORKSPACE” tab, as all match requests and notifications will populate here.
  • Employ the “GIVING” and “ALL TRANSACTIONS” tabs to locate any gifts, grants, or donations.

Benevity Portal Management TipsHere's an overview of the Benevity nonprofit CSR platform registration process.

  • Register your organization with the Benevity Causes Portal.
  • Utilize monthly reports to track your donations and matches effectively.
  • Download the monthly report as a Google Sheet or Excel file for increased accessibility.
  • Designate a single staff member to log in and add or edit your organization’s available volunteer opportunities.
  • Create an email template that the staff member can use to request the required information about the volunteer opportunity.

Millie Portal Management TipsLearn more about registering your organization with Millie's CSR platform.

  • Claim your organization with Millie using their online nonprofit application.
  • Using the live profile builder, personalize your nonprofit’s page with images, videos, and testimonials.
  • Navigate to your “Dashboard” from the drop-down menu to see a breakdown of your donors.
  • Visit the Millie Knowledge Base for support needs.

POINT Portal Management TipsLearn more about registering your organization with POINT's CSR platform.

  • Create your free account for POINT’s online nonprofit portal.
  • Create your own “admin” account first, then add your organization account.
  • Don’t forget your EIN (or tax-exempt number. Hint: You can find this on the IRS website here).
  • Choose a few causes your organization supports and add a few sentences about your mission.
  • Use automatically generated reports on POINT to tell a story about your organization to potential donors and supporters.

Registering with CSR platforms is one of the best ways to ensure your organization receives as many matching gifts as possible while simultaneously streamlining the processes involved for your donors and your fundraising team. And this shouldn’t be an overly complicated task, either⁠—so we suggest getting on it as soon as possible.

Interested in learning more about how to maximize your nonprofit’s matching gifts and corporate giving? Check out these other educational resources:

Nonprofit CSR platform registration can help drive matching gifts, as can Double the Donation.