leverage matching gifts across your organization and use donorpro to do so

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How to Leverage Matching Gifts to Accelerate Your Fundraising #matchinggifts

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Page 1: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

How to Leverage Matching Gifts to Accelerate Your

Fundraising

#matchinggifts

Page 2: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

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The BasicsWhat are matching gifts and how do they work?

Page 3: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

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DID YOUKNOW?65% of Fortune 500 companies and many other smaller companies

match employee donations to a wide range of nonprofits.

Page 4: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

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What are Matching Gift Programs?

A matching gift program is a corporate philanthropy program designed to support the nonprofits which a company’s employees are passionate about by matching donations made by employees.

Page 5: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

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Can you guess which company created the world’s first matching gift program?

01 02 03 04 05 06

Boeing General Electric

General Motors

IBM Kelloggs Proctor and

Gamble

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The world’s first matching gift programGeneral Electric

$1,160,368,312Cumulative amount matched

since the program was launched

$42,000,000Total amount matched last year

Page 7: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

7Components of Matching Gift GuidelinesEmployee Eligibility

(Full-time almost always eligible, part-time and retirees sometimes)

Matching Gift Ratio(Usually 1:1.

Sometimes .5:1, 2:1, or 3:1)

Nonprofit EligibilityEither most 501(c)(3)

organizations or restricted to certain broad categories

of nonprofits)Submission Deadlines(6 – 12 months or Feb. / Mar. of the following year)

Submission Process(Increasingly electronic)

Minimums and MaximumsMin: $25 – $100

Max: $1,000 – $20,000

Guidelines

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Matching Gifts are Underutilized

Lack of AwarenessMany donors have never heard of matching gift programs

Not front-of-mindMatching potential doesn’t cross the minds of many donors

Unknown processMany donors have no idea how to submit their matching gifts

Just forgotWell intentioned donors mean to submit their matches but just forget

in matching gift funds go unclaimed annually.

$6-$10 BillionWe estimate that

Page 9: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

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Top Matching Gift CompaniesWhich companies offer the best matching gift programs and what makes

for a strong program?

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What makes them so great?Top Matching Gift Programs

Employee EligibilityThe company matches donations from a wide range of individuals such as full-time, part-time, retirees, spouses, etc.

Match RatioThe company has a generous matching gift ratio.

Match AmountsThe company has low minimums and high maximums.

Nonprofit EligibilityA wide range of nonprofits and educational institutions are eligible.

Submission DeadlineThere is a grace period for eligible donors to submit their matching gift requests.

Submission ProcessIndividuals can quickly and easily submit their matching gift requests.

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Generous limits and the creator of matching gift programsGeneral Electric

Employee EligibilityEmployees, retirees, and surviving spouses

Match Ratio1:1

Match Amounts$25 - $50,000 annually

Nonprofit EligibilityNearly all 501(c)(3) organizations or educational institutions and

UK nonprofitsSubmission Deadline

Registered by the donor by April 15th of the following year

Submission ProcessEasy online submission process

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The highest employee participation rateMicrosoft

Employee EligibilityFull-time and part-time employees

Match RatioDollar for dollar

Match Amounts$25 - $15,000 annually

Nonprofit EligibilityNearly all 501(c)(3) organizations and educational institutions

Submission DeadlineWithin 12 months of the donation date

Submission ProcessEasy online submission process

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The greatest match limitsSoros Fund Management

Employee EligibilityEmployees and partners

Match Ratio3:1 for employees, 2:1 for partners

Match Amounts$25 - $100,000 (meaning up to a $300,000 match) per

individualNonprofit Eligibility

Nearly all 501(c)(3) organizations and educational

institutionsSubmission Deadline

Within 12 months of the donation date

Submission ProcessEasy online submission process

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Fundraising matches and worldwide employees eligibleBP (British Petroleum)

Employee EligibilityWorldwide employees

Match RatioDollar for dollar

Match AmountsUp to $5,000 annually. Has a matching program for fundraising efforts.

Nonprofit EligibilityNearly all 501(c)(3) organizations and educational institutions

Submission DeadlineWithin 12 months of the donation date (Unconfirmed)

Submission ProcessEasy online submission process

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Fundraising matches and global employees eligibleState Street

Employee EligibilityRecently expanded to global workforce

Match RatioDollar for dollar

Match AmountsUp to $35,000 annually per employee based on role. Fundraising

match of up to $5,000.Nonprofit Eligibility

Nearly all 501(c)(3) organizations and educational institutions. Global

organizations eligible.Submission Deadline

Suitable for all category, Lorem Ipsum is not simply random text. If

you are going to use a passage of Lorem IpsumSubmission Process

Easy online submission process

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Marketing TipsWhat should organizations be doing to increase their matching gift

revenue?

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Keys to Increasing Matching Gift Revenue

Your nonprofit wants to both prompt donors to submit their matching gift forms and make it as easy as possible to do so. ”

“ALI LEPECH

Direct of Client Success – Double the Donation

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Incorporate matching gifts across your broader fundraisingMatching Gift Marketing Strategies

Marketing Strategy

Communications with Donors

Your Website

Donation Process

Emails / Newsletters

Social Media

Recognition Letters / Postcards

Dedicated Matching Gift Page

Website Navigation

Ways-to-Give Pages

Donation Page

Confirmation Screen

Acknowledgement Emails

Page 20: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

20Newsletters

StrategyDo you send regular emails to donors?

Promote matching gifts either in their own email or as a section in a newsletter.

Spread the word!

Charcot Marie Tooth Association (CMTA)Email Newsletter

Page 21: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

21Social Media

StrategySocial media is a great way to engage your digitally savvy donors and volunteers to submit matching gifts.

Scheduling messages on a recurring basis is an easy way to appeal to supporters without asking for an additional donation.

National Kidney FoundationFacebook Post

Page 22: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

22Recognition Letters / Postcards

StrategyRecognizing your matching gift all-stars is a great way to continue promoting matching gifts, while ensuring your donors will continue filling out their matching gift forms in the coming years.

After you receive a matching gift check from a corporation don’t forget to acknowledge the donor who took a few minutes to submit the match request.

Not only will they be happy to hear you received the match but it will encourage them to give again and get future donations matched.University of Michigan

Thanks for getting your donation matched postcard

Front Back

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TIGER KIDSIllustration Design 535 WOLF KIDS

Branding Company 535

Dedicated Matching Gift PageWith a matching gift plugin from Double the Donation

ASPCA (American Society for the Prevention of Cruelty to AnimalsDedicated matching gift page using Double the Donation’s plugin

StrategyCreate a matching gift page for your nonprofit where you provide donors with company specific matching gift forms, guidelines, and instructions. Then share this page with your supporters.

Consider this page your matching gift command center, your hub.

Page 24: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

24Navigation Bar

StrategyProvide easy access to matching gift information for all of your website’s visitors.

You’ll want to direct donors to your dedicated matching gift page.

Lazarex Cancer FoundationWebsite navigation bar linking to their matching gift page

Page 25: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

25Ways-to-Give Page

StrategyAs donors are looking for ways to support your organization, remind them that having their employers double their donations is a simple, additional way to contribute.

Either embed Double the Donation’s plugin or direct donors to your dedicated matching gift page.

Cure Juvenile Myositis (CureJM)Double the Donation plugin embedded on a ways-to-give page

Center for Puppetry ArtsBanner ad featuring matching gifts takes supporters to their dedicated matching gift page

Page 26: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

26Confirmation Screens

StrategyNew donors clearly care about your organization. Provide match information immediately after the donation process.

The sooner a matching gift request is submitted after a donation, the better. Match details placed directly on the confirmation page encourage immediate action.

Search for Common GroundThe confirmation screen directs donors to their dedicated match page

Morris Educational FoundationAdds Double the Donation’s plugin on the donation confirmation page

Page 27: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

27Acknowledgement Emails

StrategyYou’re already emailing or mailing thank you letters to donors. Modify these letters to promote matching gifts.

It’s an easy step, but it can make a big difference in matching gift awareness.

Piedmont Healthcare FoundationFeatures a graphic and text link that takes donors to their match page

Page 28: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

28Donation Pages

StrategyEngagement is at its highest during the donation process. It’s a great time to promote matching gifts.

Raise awareness when donors are at their most receptive.

Sample DonorPro Donation FormEnables individuals to access matching gift forms and guidelines

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Double the Donation DemoHow does Double the Donation’s matching gift tool work?

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Understanding Double the Donation’s service

Signup Embed Share Donors Search Access Match Info Submit matches

Step 01

Nonprofit subscribes

to Double the

Donation’s service.

Step 02

Add Double the

Donation’s plugin

wherever you’d like

Step 03

Promote matching

gifts to your

supporters

Step 04

Donors type in their

company name to see

if their employer

matches donationsStep 05

Donors access forms,

guidelines, and

instructions

Step 06

Donors submit

matches through the

standard company

process

Steps for the nonprofit Steps for your donors

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Easily add our plugin to your websiteand donation forms

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Our search box will appear anywhere you add our plugin

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Donors type in the name of their employer

Page 34: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

34Donors access matching gift forms, guidelines, and instructions

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Additional Information

Live DemoYou can view a live demo on our website at:

https://doublethedonation.com/demo/

PricingDouble the Donation’s service is a subscription based service:• Annual option - $399 per year• Two-year option - $678 for two years ($339 per year)

Integrations:You can embed our plugin in multiple locations including on your own website and in DonorPro donation forms.

Signup:You can sign up online athttps://doublethedonation.com/donorpro/

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DonorPro / Double the Donation IntegrationHow can you incorporate matching gifts into

DonorPro’s donation forms?

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Double the Donation & DonorPro CRM

#matchinggifts

Page 38: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

Easy 2-Step Setup

#matchinggifts | @2xDonations | @DonorPro

Page 39: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

Step 1Visit doublethedonation.com/donorproand sign up for Double the Donation.

#matchinggifts

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Page 42: Leverage Matching Gifts Across Your Organization and Use DonorPro to do So

Step 2Copy the Double the Donation API Key and paste

it inside your DonorPro CRM configuration settings.

#matchinggifts

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Now you can use the Double the Donation Plug-in onyour DonorPro online donation pages…

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Interested in seeing what else you can do with DonorPro?We’d love to chat!

Schedule a Live Personal Demonstrationwww.donorpro.com/demo

Or call us at 866.935.8281