donorperfect matching gift integration guide

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DonorPerfect Matching Gift Integration with Double the Donation Guide provided by Double the Donation https://doublethedonation.com

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Does your nonprofit use DonorPerfect? If so, great news! Double the Donation, a leading manager of corporate matching gift data, has developed an easy to follow matching gift integration guide. Your donors can quickly search and see if their employer has a matching gift program. With Double the Donation's matching gift service you can incorporate matching gift data into your DonorPerfect donation pages, confirmation emails, and also as a dedicated matching gift page on your nonprofit's own website. View the powerpoint guide here or visit https://doublethedonation.com/blog/2014/08/donorperfect-matching-gifts/ to learn more

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Page 1: DonorPerfect Matching Gift Integration Guide

DonorPerfect Matching Gift Integration with Double the Donation

Guide provided by Double the Donationhttps://doublethedonation.com

Page 2: DonorPerfect Matching Gift Integration Guide

Double the Donation’s Relationship with DonorPerfect:

DonorPerfect is a leading provider of donor management software which helps cultivate donor relationships and achieve fantastic fundraising results.

Double the Donation is a leading provider of employee matching gift data and tools to nonprofits.

This guide was put together to help organizations who use DonorPerfect’s fundraising platform incorporate Double the Donation’s employee matching gift plugin into their fundraising pages.

DonorPerfect and Double the Donation are two separate and unrelated companies.

Page 3: DonorPerfect Matching Gift Integration Guide

There are three ways nonprofits using DonorPerfect should integrate Double the Donation’s matching gift plugin into their fundraising strategy.

In the Donation Process

(Use DonorPerfect’s system)

In Donation Confirmation Emails

(Use DonorPerfect’s system)

Across Your Other Fundraising

Channels

(Use your other systems)

Page 4: DonorPerfect Matching Gift Integration Guide

Step #1: Log in to your DonorPerfect account and select “WebLink” under “App Links”.

Page 5: DonorPerfect Matching Gift Integration Guide

Step 2: Choose the donation form you’d like to add Double the Donation’s matching gift plugin to and click on the edit pencil.

Page 6: DonorPerfect Matching Gift Integration Guide

Step #3: We recommend including matching gifts on the “Receipt Page”. You can find the dropdown by clicking “Edit Header / Footer” and then choosing the “Receipt Page”.

Page 7: DonorPerfect Matching Gift Integration Guide

Step #4: Add Double the Donation’s plugin by editing the HTML code (click HTML at the bottom) to include your Double the Donation iFrame URL

You can access your nonprofit’s matching gift iframe code by logging into yourDouble the Donation (https://doublethedonation.com) account.

Notes:• To add the matching gift iframe type <iframe src=“YourDoubleTheDonationIframeURL”

width=“600” height=“300”></iframe>• Feel free to add an additional sentence or two saying “Thanks for donating” and describing

matching gifts before you add our plugin.

Page 8: DonorPerfect Matching Gift Integration Guide

Step #5: Switch back to the “Normal” view to ensure the matching gift search is up and running. Then click “Save” to finalize the setup.

Page 9: DonorPerfect Matching Gift Integration Guide

Let’s explore how your organization should promote matching gifts across your broader fundraising

In the Donation Process

(Use DonorPerfect’s system)

In Donation Confirmation Emails

(Use DonorPerfect’s system)

Across Your Other Fundraising

Channels

(Use your other systems)

Page 10: DonorPerfect Matching Gift Integration Guide

Step #1 – Create a dedicated matching gift page on your main website.

You can incorporate Double the Donation’s matching gift plugin both within DonorPerfect’s platform and directly on your own website

Page 11: DonorPerfect Matching Gift Integration Guide

Step #2: Direct donors to your dedicated matching gift page across your broader fundraising efforts

For our complete marketing toolkit which includes suggested marketing locations, downloadable graphics, sample wording, and examples visit:

https://doublethedonation.com/marketing-matching-gifts/

Page 12: DonorPerfect Matching Gift Integration Guide

Don’t forget to modify the Donation Confirmation Emails that are sent out through DonorPerfect’s system

In the Donation Process

(Use DonorPerfect’s system)

In Donation Confirmation Emails

(Use DonorPerfect’s system)

Across Your Other Fundraising

Channels

(Use your other systems)

Page 13: DonorPerfect Matching Gift Integration Guide

Step #1: Select “Set Email Options” from the left hand navigation and then click “Email Header”

Page 14: DonorPerfect Matching Gift Integration Guide

Step #2: Highlight matching gifts in the email that gets sent out to donors after donating

Suggested Text:

“Make Your Donation Go Twice as Far:

Did you know that many companies match donations made by employees to our organization? Click here to see if your company matches donations and to access the appropriate forms, guidelines, and instructions. It only takes five minutes!”

Then insert a matching gift graphic to call attention to matching gifts.

Don’t forget to link both the sentence about matching gifts and the image to your matching gift page.

You can design your own graphic or use one of Double the Donation’s premade graphics from https://doublethedonation.com/marketing-matching-gifts/images/

Page 15: DonorPerfect Matching Gift Integration Guide

Have Questions About Double the Donation’s Service?

Learn more about Double the Donation’s service by visiting our website athttps://doublethedonation.com.

View Double the Donation’s pricing or start your risk free trial at‐https://doublethedonation.com/pricing.

Email Double the Donation at [email protected].

Use the contact form for Double the Donation’s customer support team athttps://doublethedonation.com/contact-us/

Schedule a demo of Double the Donation’s service at http://www.vcita.com/v/doublethedonation/set_meeting.