Matching Gifts 2 DID YOU ? KNOW 65% of Fortune 500 companies and - PowerPoint PPT Presentation

1 Matching Gifts

2 DID YOU ? KNOW 65% of Fortune 500 companies and many other smaller companies match employee donations to a wide range of nonprofits.

3 What are Matching Gift Programs? “ A mat A atching g gift gift prog program is is a a corp orporate ph phila ilanthropy prog program des desig igne ned to o su supp pport the nonprofits which a company’s employees are pa are pass ssion ionate e ab abou out by y mat atchi hing do dona nations ns ” mad ade by y em empl ployees. s.

4 Can you guess which company created the world’s first matching gift program? 01 02 03 04 05 06 Boeing General General IBM Kelloggs Proctor Electric Motors and Gamble

5 General Electric Launched the world’s first matching gift program in 1954 $38,100,000 Total amount matched last year $1,322,962,765 Cumulative amount matched since the program was launched

6 Components of Matching Gift Guidelines Employee Eligibility (Full-time almost always eligible, part-time and retirees sometimes) Submission Process Matching Gift Ratio (Increasingly electronic) (Usually 1:1. Sometimes .5:1, 2:1, or 3:1) Guidelines Nonprofit Eligibility Minimums and Maximums Either most 501(c)(3) Min: $25 – $100 organizations or restricted Max: $1,000 – $20,000 to certain broad categories of nonprofits Submission Deadlines (6 – 12 months or Feb. / Mar. of the following year)

7 Matching Gifts are Underutilized Lack of Awareness Many donors have never heard of matching gift programs We e es estim timate tha that Not front-of-mind $4-$10 Billion Matching potential doesn’t cross the minds of many donors Unknown process in n matching gift ift fun unds go o unc unclaimed Many donors have no idea how to submit their matching gifts annually. an Just forgot Well intentioned donors mean to submit their matches but just forget

8 Top Matching Gift Companies Which companies offer the best matching gift programs and what makes for a strong program?

9 Top Matching Gift Programs What makes them so great? Emp mployee ee Elig igib ibili ility No Nonprofit it El Eligib ibil ility ity The company matches donations from a wide A wide range of nonprofits and educational range of individuals such as full-time, part-time, institutions are eligible. retirees, spouses, etc. Match ch Ratio io Sub ubmis issio ion Dead adlin line The company has a generous matching gift There is a grace period for eligible donors to ratio. submit their matching gift requests. Match ch Amounts ts Sub ubmis issio ion Proc ocess The company has low minimums and high Individuals can quickly and easily submit their maximums. matching gift requests.

10 General Electric Generous limits and the creator of matching gift programs Em Employee Elig Eligibility Employees, retirees, and surviving spouses Match Ra Ratio io Dollar for dollar Match Amounts $25 - $25,000 annually Nonprofit No it Elig Eligibility ty Nearly all 501(c)(3) organizations or educational institutions and UK nonprofits Sub Submission Dea eadline Registered by the donor by April 15 th of the following year Sub Submission Proc ocess Easy online submission process

11 Microsoft The highest employee participation rate Em Employee Elig Eligibility Full-time and part-time employees Match Ra Ratio io Dollar for dollar Match Amounts $25 - $15,000 annually No Nonprofit it Elig Eligibility ty Nearly all 501(c)(3) organizations and educational institutions Sub Submission Dea eadline Within 12 months of the donation date Sub Submission Proc ocess Easy online submission process

12 State Street Fundraising matches and global employees eligible Em Employee Elig Eligibility Recently expanded to global workforce Match Ra Ratio io Dollar for dollar Match Amounts Up to $35,000 annually per employee based on role. Fundraising match of up to $5,000. No Nonprofit it Elig Eligibility ty Nearly all 501(c)(3) organizations and educational institutions. Global organizations eligible. Sub Submission Dea eadline Requests that matches be submitted in a timely manner. Sub Submission Proc ocess Easy online submission process

13 Marketing Tips and Examples What should you be doing to increase your matching gift revenue?

Use Double the Donation’s Matching Gift Tools 14 For Free from 11/14/17 – 12/12/17 Learn more at: https://doublethedonation.com/giving-tuesday/

15 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. ”

Newsletters 16 Charcot Marie Tooth Association (CMTA) Use our Free Matching Gift Giving Tuesday Resources: Email Newsletter https://doublethedonation.com/giving-tuesday/

Social Media 17 St Strategy Social 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 Foundation Facebook Post

Acknowledgement Emails 18 St Strategy You’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 Foundation Features a graphic and text link that takes donors to their match page

Dedicated Matching Gift Page 19 With a matching gift plugin from Double the Donation Strategy St Create a matching gift page for your nonprofit where you provide donors with company specific matching gift forms, guidelines, and instructions. Then share this page TIGER KIDS WOLF KIDS 535 with your supporters. Illustration Design Branding Company Consider this page your matching gift command center, your hub. 535 ASPCA (American Society for the Prevention of Cruelty to Animals Dedicated matching gift page using Double the Donation’s plugin From 11/14/17 to 12/12/17 direct your donor to: https://doublethedonation.com/giving-tuesday/

Donation Pages 20 Sample Donation Form – Streamlined Search Added Enables individuals to enter their company then present matching gift forms and guidelines on the confirmation page St Strategy Engagement is at its highest during the donation process. It’s a great time to promote matching gifts. Sample Donation Form – Full Search Tool Enables individuals to access matching gift forms and guidelines Raise awareness when donors are at their most receptive.

Confirmation Screens 21 Morris Educational Foundation Search for Common Ground Adds Double the Donation’s plugin on the donation confirmation page The confirmation screen directs donors to their dedicated match page St Strategy New 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.

22 Double the Donation Special Offer Utilize Double the Donation’s tools for free during Giving Tuesday

Use Double the Donation’s Matching Gift Tools 23 For Free from 11/14/17 – 12/12/17 Learn more at: https://doublethedonation.com/giving-tuesday/