Luminate-Online-Matching-Gift-Integration-Guide

Luminate Online Matching Gift Integration Guide

If you are one of the many Luminate customers looking to equip your website with matching gift functionality, you’ve come to the right place! Integrating Double the Donation into your Luminate pages will revolutionize your matching gift revenue, and we’re going to tell you all about it.

In this article you will find:

Read on to start raising that matching gift revenue!

The basics of matching gifts

In order to understand exactly how Double the Donation will revolutionize your matching gift revenue, you’ll first need to know exactly what matching gifts are. Matching gifts is a type of corporate philanthropy program often offered as an employee benefit.

When an employee makes a contribution to their favorite nonprofit or educational institution, sometimes their employer will also make a donation to the same nonprofit. Those donations made by employers are known as matching gifts.

Every company’s specific matching gift guidelines are different, but every program includes a standard set of elements:

  • Minimums and maximums: This refers to the actual dollar amount of the initial donation. The most commonly seen minimum is $25, and most maximums are set between $5,000 and $10,000.
  • Match ratio: The ratio defines how much the company will donate in relation to the original donation. The most commonly used match ratio, of course, is 1:1, which means that the company donates the exact same amount as the employee.
  • Employee status: Sometimes, the minimums and maximums or match ratio changes based on the employee’s level of employment. For example, a full-time employee might be eligible for a 1:1 match, while a retired employee is only eligible for .5:1. Or maybe a Senior Vice President has a maximum of $100,000, while a part-time employee is only eligible to match $10,000.
  • Nonprofit eligibility: Some programs specify a more narrow group of nonprofits that they will support. For example, ExxonMobil exclusively matches gifts for educational and cultural nonprofits.
  • Deadlines: There is always a noted deadline, either a specific date (commonly December 31 or April 15) or a timeframe following the original donation (90 days).

Though each company outlines their own eligibility guidelines, the process for claiming matching gifts is always the same:

  1. Employee makes initial donation
  2. Employee submits matching gift request to employer
  3. Employer confirms eligibility of donor, donation amount, and the nonprofit donated to
  4. Nonprofit receives a check!

The most common breakdown in this process occurs at the second step. Unfortunately, a nonprofit can not request a matching gift, the original donor has to do it. Because the donor must do it, making sure that every donor knows about the matching gifts should be a number one priority for every nonprofit and educational institution.

Double the Donation: an overview

Double the Donation is a matching gifts super-platform. Double the Donation Matching provides automated outreach, actionable insights, and instantaneous donor information capture to drive more matching gifts to completion. This platform almost entirely removes the need for a matching gifts agent within an organization at all.

The Double the Donation dashboard offers actionable insights into your organization’s matching gift efforts. By presenting the figures of your matching gifts in plain figures as well as on an illustrated graph, it is easy to see where and how your matching gift efforts can be enhanced.

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When using their tools, you are able to insert Double the Donation’s matching gift search tool straight on to your donation page. Plus, you can use the same embed code to place the search tool on your confirmation page as well as any other pages where you may want to incorporate matching gifts.

Donor employer information is immediately captured through two avenues: self-identification (donor entering their employer in the designated field) and email domain screening. Whenever a donor donates using their corporate email address, that information is stored along with the rest of their information in Double the Donation.

From there, a donor is automatically sorted into one of the highly customized email streams setup within Double the Donation. These emails are triggered based on donor eligibility and can be set for any amount of time after their donation is made.

For example, a match-eligible donor will automatically receive an email from the organization they donated to one hour after donating. This email will encourage them to submit their match request forms, with their company-specific forms linked directly. Then it will encourage the donor to report the submission of their matching gift request. This allows the nonprofit to stay on top of their match-eligible donations and the submitted match requests without lifting a finger.

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With Double the Donation, your organization no longer needs to dedicate time to collecting employment information, sorting through donors searching for match-eligibility, or following up with match-eligible donors. All of that is taken care of instantly and automatically the moment a donation is made.

To learn more about Double the Donation, check out a demo!

Integrating Double the Donation into your Luminate Online pages: a step-by-step guide

Double the Donation can be integrated into your Luminate pages. Double the Donation has put together a step-by-step guide (complete with pictures!) to help Luminate users get their matching gift programs in gear!

What we’re going to walk through here is how to get the Double the Donation search tool onto your Luminate donation pages. If you need help creating the Double the Donation element, which will be incorporated onto your page, check out this full technical integration guide.

Step #1: Navigate to the form where you’d like to include a matching gifts field. For this example, we’re going to put it on the donation page.

Step #2: Click on “Design Donor Screens” in the menu on the left side of your screen. Then click “Edit” on the donation form, as illustrated below.

Double the Donation-Luminate Online-Integration-Image4

Step #3: In the editor, look at the column on the top left labeled “Select data elements to include in this form:” and click on the custom element “Double the Donation Company ID.” Then click “Add >”, one of the buttons between the columns, to move this element onto your form. Placement on the form doesn’t matter here, just make sure the element is in the column on the right.

Before moving on, make sure that the box next to “Yes, this field is visible” is unchecked.

Step #4: Add an “HTML Caption” to your form following the same steps you took to add Double the Donation. Then click “Components” and add your Double the Donation widget reusable page. Place this field where you want the streamlined search to appear on your form. We recommend including it somewhere in the billing section.

Note: For step-by-step instructions on setting up your reusable page, check out our full technical integration guide.

See the image below for a walk-through:

Step #5: Save the page and preview it. Make sure that the plugin appears on your form. If it does not, contact support at support@doublethedonation.com.

And that’s all there is to it! Now you’re ready to start raking in that matching gift revenue with Double the Donation!

Implementation of Double the Donation

Obviously, the first implementation option is for your organization to follow the steps outlined above (and in our full integration guide) and integrate Double the Donation into your Luminate pages on your own.

However, for those of us who are not so tech savvy, there is another way. At Double the Donation, we work with several technical consultants who are specifically trained in all things Luminate.

With the help of these tech consultants, your organization won’t need to lift a finger. You can leave it to the experts to get Double the Donation up and running as you sit back and watch the matching gifts roll in.

To learn more about Double the Donation and how it can revolutionize your matching gift revenue, check out this demo!


Now that you are an expert on matching gifts and Double the Donation, it’s time to get out there and start claiming some of the $4-7 billion in matching gift revenue that’s left unclaimed every year! Now all that’s left to do is inform every single donor you can about matching gifts and watch the revenue start rolling in.

3 Super Handy Worksheets For Year-End Giving

You know the old saying: “When the leaves turn brown, some serious fundraising’s about to go down.” OK, so maybe I just made that up; but that doesn’t make it any less true. The average nonprofit can expect to receive about half — or even more — of its fundraising revenue in the fourth quarter. And if you haven’t thought about your year-end giving plan before the pumpkin spice lattes hit the shelves, you might not be making the most out of this critical time of year for nonprofits.

At Click & Pledge, we definitely notice the giving spirit come out at this time of year. And while it might seem more appealing to wear a parka in a steambath than to create a year-end giving plan, it doesn’t have to be so stressful. In fact, we put together this guide (and a few simple worksheets) to help you knock out the basic components in just a couple of hours.

So, ditch the parka for a chair and a nice pumpkin spice latte, and let’s dive in.

1. Outline Your Objectives

A plan is only as good as its goals. That means you should look to accomplish something feasible, concrete, and measurable with your year-end giving plan. Start by considering these questions:

  • How much fundraising revenue did you earn during last year’s campaign?
  • What could be done differently to make this year’s campaign better?
  • How much do you expect your budget to grow this year?
  • What, if any, holes do you foresee with your programming budget that need to be addressed?
  • Why is it important that we address these budgetary concerns with our year-end fundraising?

For something more concrete, try filling out this sentence:

“For this year-end giving plan, our organization’s priority is to insert specific result to insert specific organizational need(s) to address.”

There’s another important aspect here: timing. How long do you plan to run your year-end giving campaign? On one hand, your end-date should almost unanimously be at least January 1. That’s because every year, the most donations happen in the last week of December. You can even extend the deadline for those patrons participating in corporate matching gifts programs that usually implement a grace period.

Whether you choose to kick off your campaign with a Halloween Haunt, or a Giving Tuesday marathon, or a donation drive starting December 1 — it totally depends on your organization’s preparedness and donor base. Go back to your data from last year’s campaign to see when it was launched, and whether donations played a significant impact during a specific time frame.

2. Tell The Story

Most donors are driven by an organization’s mission, not necessarily the numbers. It’s a lot easier for people to digest your mission with your organization’s story, rather than plain statistics.

Stories create social bonding experiences, which cause your brain to release oxytocin, a chemical partly responsible for creating lasting memories and strong emotions. Even the most beautiful annual report infographic doesn’t compare if it’s flooded with statistics.

What are some of the stories that have popped up out of your organization over the last year? What’s the real-life, human story behind your fundraising goal? Instead of talking about X number of people you’ve served or plan to serve, focus on one person’s story.

There are endless ways to tell that story. Maybe it’s a mini-documentary, or a blog post, or a podcast, or a photo collage. It’s up to you to decide what’s both powerful and feasible for your organization. However you do it, there will be multiple ways to let donors know about that story. Which brings us to…

3. Define Your Communications Channels

So now that you have an idea of what you want to do, you’re going to need to find out how you’re going to accomplish it. At this point, it’s a good idea to look at how patrons interact with your organization. Who are they? What are their goals for your organization? What interests them the most? If you’ve never developed a donor persona before, it’s time to make like a high school biology student and dissect.

A good place to start is with traditional demographics like age, gender, and income; but don’t stop there. Get to the nitty-gritty, and you can even be a little imaginative. Is your typical donor a tennis enthusiast who checks her email between sets? Perhaps they’re really into drone-racing and watch how-to instructional videos. Whatever their thing may be, use those insights to carefully craft and deliver your message.

Also, try to create at least three donor personas. Your organization may have subsets of typical donors interested in different aspects of your organization.

Once you have these personas mapped out, that’s when you can start determining how you’re going to deliver your message. Make a list of all your communications channels. That might include social media, email, your website, direct mail, or more.

This is where your donor personas come in handy. Review these channels and see where each persona may spend most of their media time, and what channels are best received. From there, you can determine how often you’re going to reach your segmented audiences on what specific channels.

Try using the worksheet below to help you identify your donor personas.

4. Determine How You’ll Measure Results

Your year-end fundraising plan needs to be measurable, or else you won’t know how well you’re doing (or how to improve for next year). To measure your success, you’ll need to introduce Key Performance Indicators, or KPIs, to your objectives and communications plan.

No two communications tactics will have the exact same KPIs. For example, you wouldn’t measure the success of your email sends via Facebook Likes. Rather, KPIs are measurements of end-goals you want your donors to take when interacting with that medium.

Go back to your goals and objectives and map them out next to your communications plan. Then, take each component of that plan and define your KPIs. Try to go beyond standard vanity metrics like email open rates or page views. Get specific.

Example

  • If you have paid Facebook ads and your goal is for your social audience to donate to your website, one KPI would be to measure the number of donations that came through your website via social media referrals.

Use the handy-dandy worksheet below to map out your objectives, strategies, and KPIs to keep track of your year-end giving plan.

5. Set Your Budget & Determine Costs

So you’ve done the first half of your year-end giving plan. Now comes the part that many love to loathe: budgeting and timekeeping. This should be an estimate of everything you’ll need to pull of your campaign. That may include determining costs for:

  • Staff time and salaries
  • Tools and software usage
  • Design and print materials
  • Logistics (stamps, shipping, etc.)

The most important part here is determining your return on investment, or ROI. If you’re spending more to run your year-end campaign than you expect your goal to achieve, you’ll need to adjust your communications plan to be more practical.

Ideally, your budget should be somewhere in between a rough estimate and hyper-precise. If you spend too much time and analysis estimating the project, you won’t have any wiggle-room if your plan needs to be more flexible. On the other hand, too rough of an estimate means your budget has too much room for margin of error.

Here’s another worksheet to help you determine your year-end campaign costs for each item. You can also revisit this worksheet later to review your year-end campaign’s revenues.

6. Compose Your Calendar

Once your budget’s in order, it’s time to map out your deliverables, or when each piece of your campaign will go into action. A couple of things to keep in mind:

  • Schedule your campaign around key dates like Giving Tuesday, Christmas, or New Year’s Eve. These affect the timing of your creative materials and their efficacy.
  • Work smarter, not harder. If you try to communicate too-much-too-often with only a handful of channels or creative materials, that may have the opposite effect of what your organization wants to achieve.
  • Be flexible. There will likely be a point during your campaign where your plan isn’t going as expected. Make sure you monitor your results regularly and be ready to make changes if that’s the case.

You will also want to share your calendar with your team so everyone stays on the same page. Google Calendars are a great way to go. We also use HootSuite to map out and schedule our social media posts.

7. Visualize, Analyze, & Improve

You’ve executed every deliverable with ease, and you’ve made your schedule flexible enough to give a Cirque du Soleil acrobat a run for their money. But: did it work?

It’s easy to get lost in the planning and deliverables and forget that meeting your goal was the most important item. As with any major campaign, it’s crucial to follow up and review what worked and what didn’t.

There’s a number of ways to accomplish this. Go back to those KPIs you created at the beginning of your planning phase and see how well they stacked up. A good donor management and event management system will help you readily look up your transactions, and determine which avenues through which they came.

You can also run a post-mortem meeting with your team so everyone has the chance to review and make suggestions for next year. This piece comes highly recommended, because it brings the team together and serves double-duty as the official end of a project.

Whatever you decide to do, pat yourself on the back. Get excited for the upcoming year, because you have another 9-10 months before you do it all over again!

Double the Donation-Fundly-partnership-feature

Fundly Integrates Double the Donation Matching Gift Tools

Atlanta, GA (October 17, 2018) — Double the Donation is proud to announce a new integration with NonProfitEasy’s Fundly CRM. This Double the Donation integration into Fundly CRM will provide users with industry-leading matching gift functionality. Fundly is used by nonprofits to revolutionize the way they serve their communities.

This integration allows Fundly CRM users to fully automate the matching gift process, exponentially increasing their matching gift revenue while reducing time spent on collecting matching gifts. With this integration, Fundly users can turn on this functionality directly through their Fundly CRM account.

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

 

“In deciding which matching gift tools to offer our customers, we found Double the Donation’s matching module to be the most comprehensive and easy-to-use platform,” said Lomesh Shah, President and Co-Founder of NonProfitEasy. “We are so excited to offer our users the opportunity to double their donations with ease, efficiency, and accuracy.”

Double the Donation allows users to automatically track the match-eligibility of their donors, the status of those potential matches, and the revenue raised in matching gifts. Most importantly, Double the Donation’s automated and customizable email follow-up vastly increases the amount of matching gift requests successfully driven to completion.

an overview of the Double the Donation dashboard

The biggest hindrance to matching gifts is lack of donor awareness. With Double the Donation, Fundly CRM users are able to automatically identify match-eligible donors through email domain capture as well as self-identification directly on their donation forms.

“We are so excited to see that Fundly has integrated our matching gift tools into their CRM, offering all of their users a chance to enhance their matching gift programs,” said Adam Weinger, President of Double the Donation. “There are 15 million people in America who are eligible for matching gifts, and we’re looking forward to seeing how Fundly CRM users connect with those donors.”

Double the Donation has the most extensive database of existing matching gift programs, including more than 20,000 companies, subsidiaries, and spelling variations. Use of this database affords organizations the opportunity to follow through on every possible corporate matching gift donation.

Match-eligible donors are presented with simple, streamlined information about the matching gift program that they qualify for. They are also presented with direct links to the appropriate online forms or downloadable PDFs required to submit their matching gift requests.

Find out more about Fundly CRM at https://www.fundlycrm.com/.