Top Peer-to-Peer Fundraising Software: What to Look For

Top Peer-to-Peer Fundraising Software (What to Look For)

Peer-to-peer fundraising has the ability to bring any nonprofit (or school, higher education institution, etc.) to the next level in terms of fundraising, donor engagement, and more. And equipping a team with the right peer-to-peer fundraising software to get the job done can go a long way.

In this resource, we’ll guide you through the process of locating the perfect peer-to-peer platform, thus empowering your organization to grow its network, develop deeper supporter relationships, and increase fundraising revenue overall.

Specifically, we’ll cover the following:

Looking to locate optimal peer-to-peer fundraising software for your organization? We’ve been in the nonprofit fundraising and peer-to-peer space with thousands of clients⁠—including a majority of the top social fundraising events each year⁠—working with dozens of different platforms.

Here are a few insights that we’ve picked up on when it comes to choosing and buying the best P2P technology. Let’s begin!

Key Considerations for Peer-to-Peer Fundraising Software

When it comes to making software buying decisions, going into the process with a solid understanding of your organization’s needs and priorities is essential. Keep these top considerations in mind as you explore various providers and aim to locate the right peer-to-peer platform for your team.


One of the best ways to substantially increase the functionality of your peer-to-peer fundraising software (or just about any software platform, for that matter) is by enabling technology integrations. These partnerships between separate solutions allow organizations to make the most of each tool they employ within their overall tech stacks.

For example, your organization likely leverages a donor management or CRM system to keep track of supporter information, engagement history, and more. Opting for a peer fundraising solution that offers a seamless integration with your donor database can streamline data syncing, reduce errors, and simplify efforts for your team. Thus, it’s certainly something you’ll want to look into in your software search.

Accessibility & Ease of Use

One of the most significant benefits of peer-to-peer fundraising has to do with its increased reach, allowing organizations and their supporters to engage with new donors near and far. In order to make the most of the opportunity, however, it’s important that nonprofits prioritize accessible fundraising tools that are simple for all supporters to utilize.

Not only do accessible and easy-to-use platforms result in increased funding for nonprofits, but they also ensure positive experiences for all donors and supporters utilizing the tools.

Here are a few areas to consider in your search:

Web accessibility standards ⁠— Ensure your existing or potential fundraising platform is highly accessible for everyone who might land on your giving pages, including those with disabilities. And one of the easiest ways to do so involves seeking out peer-to-peer fundraising software that prioritizes accessibility standards, such as sufficient color contrasts, image ALT text, and more.

Mobile optimization ⁠— You want your donors’ experiences to be quick and easy, regardless of whether they completed the transaction using a smartphone, tablet, laptop, or desktop computer. Be sure to communicate this need to your P2P provider, especially as many peer-to-peer donations are made from mobile devices.

Matching Gift Functionality

Corporate matching donations have the power to bring peer-to-peer giving success to the next level. And many peer fundraising providers have built-in solutions to simplify the process and amplify individual and corporate giving. With the right matching gift tools working smoothly alongside your peer-to-peer software, your organization can effectively utilize the power of corporate gift matching.

For example, 360MatchPro is Double the Donation’s leading donation-matching platform that helps nonprofits and other institutions raise more money, better engage donors, and save staff time. It also integrates seamlessly with many of the industry’s top peer-to-peer fundraising tools to simplify corporate gift matching for organizations across the globe. So as you make your P2P software buying decisions, be sure to keep matching gift functionality at the top of your mind!

Payment Processing Capabilities

Today more than ever before, optimizing the peer-to-peer giving experience involves diversifying the types of payments accepted from donors. This ensures that donors have multiple options for giving, increasing the likelihood that they’ll complete the transaction and simultaneously removing potential roadblocks.

Traditional forms of payment include debit and credit cards as well as ACH bank transfers, and you’ll certainly want a P2P provider that incorporates these giving methods. However, online fundraising tools are increasingly adopting innovative payment methods, such as digital wallets (e.g., Apple Pay, Google Pay, and Samsung Pay), financial services like Venmo and PayPal, and even cryptocurrency⁠—so keep an eye out for these capabilities as well!

Support Availability

Technology support typically falls into one of two categories: initial onboarding and ongoing support. And each can play a significant role in an organization’s overall success with the platform. After all, there’s no point in purchasing software if you don’t have the resources needed to get set up and make the most of it!

However, each company has its own offerings in regard to tech support, and you’ll want to locate a provider with the right assistance levels for your team. For example, if your nonprofit has its own well-built-out tech department with the capabilities to get set up and maintain effective software usage on its own, you may be able to locate a provider that offers minimal external support at a lower cost to your organization. On the other hand, a smaller organization without its own dedicated technology experts may opt for additional assistance at a higher price point in order to ensure they have the support they need.

Sample Peer-to-Peer Fundraising Pages to Be Inspired By

Each peer-to-peer fundraising platform offers a unique donation flow that impacts the ways in which donors and fundraisers interact with your organization’s efforts. If you’re looking to make the most of your upcoming initiatives with optimal technology, consider these three sample social fundraising pages to be inspired by.

As we walk through the giving experiences, be sure to note what the organization does well and which pieces can be emulated in your own fundraising efforts!

The George Washington University

*Uses GiveCampus and Double the Donation

The George Washington University is a private research university located in Washington, D.C. This institution participates in a range of fundraising initiatives, backing scholarship opportunities, student life, athletics, and more.

Here’s a look at the university’s peer-to-peer giving experience using innovative social fundraising technology:

Step 1: An individual navigates to a peer-to-peer campaign landing page.

The George Washington University hosts a wide range of peer-to-peer fundraising opportunities, and each one is provided with a campaign landing page from which to give, track progress toward objectives and deadlines, share the fundraising site, and more. Not to mention, it incorporates a brief video outlining the campaign efforts and goals.

Landing page using peer-to-peer fundraising software

Step 2: The individual selects their intended donation amount on the giving form.

Once the donor has navigated to the donation form from the campaign landing page, they are encouraged to choose their donation amount, determine recurring status, select a designation, and even add an additional gift.

Donation selection using peer-to-peer fundraising software

Step 3: The individual provides employment information and submits their gift.

On this final page of the GWU peer-to-peer giving process, donors are encouraged to enter their employer name to uncover employee matching gift information using Double the Donation’s embedded search tool. From there, they are prompted to review their gift selection and finalize their contribution using the payment method of their choice.

Employer selection using peer-to-peer fundraising software

Breast Cancer Research Foundation

*Uses Classy ⁠and Double the Donation

The Breast Cancer Research Foundation is one of the largest nonprofit organizations dedicated to breast cancer research, offering some of the most innovative advancements toward the prevention and curing of breast cancers.

Since its inception in 1993, BCRF has raised over $500 million for breast cancer research, funding nearly 300 researchers across 15 different countries⁠—much of it through social fundraising efforts.

Here’s a brief overview of this organization’s peer-to-peer giving process using dedicated P2P fundraising software:

Step 1: An individual selects their intended donation amount on the P2P giving form.

Once an individual lands on a BCRF peer-to-peer donation form, they are met with a brief description of the organization and its mission⁠—and how individual donors can help. From there, they are encouraged to select their gift amount from a number of suggested donation sizes (or select an alternative amount from the fill-in-the-blank box) and determine whether their contribution will be a one-time or recurring gift.

Donation selection using peer-to-peer fundraising software

Step 2: The individual assigns their gift to a particular fundraiser or team.

Next, the individual is able to credit their donation to a specific person or team participating in the campaign by typing a name in the auto-completing search box. Once they’ve selected a fundraiser, that individual or group’s progress is displayed using a real-time goal thermometer.

Fundraiser selection using peer-to-peer fundraising software

Step 3: The individual provides current employment information.

At this stage in the giving process, the donor is prompted to “see if [their] employer will match [their] donation.” BCRF has embedded a matching gift search tool within their peer-to-peer giving form, which instructs individuals to enter their employing company in the search box below. The individual is also informed that they may receive follow-up emails from Double the Donation with detailed instructions regarding how to submit their match request.

Employer selection using peer-to-peer fundraising software

Step 4: The individual reviews and submits their donation.

From there, each donor is encouraged to review their donation information and select a payment method to complete their gift. BCRF currently accepts donations through PayPal, Venmo, credit card, and bank transfers!

Gift submission using peer-to-peer fundraising software


*Uses Fundraise Up and Double the Donation

Soles4Souls is a Tennessee-based nonprofit organization dedicated to collecting and redistributing shoes, clothing, and other apparel. By partnering with individual supporters, retailers, and community organizations, Soles4Souls gathers new and gently used shoes and provides them to people who need them across the globe.

And while Soles4Souls greatly benefits from in-kind product donations, they also participate in additional fundraising activities such as peer-to-peer giving campaigns. Let’s take a look at the basic process using this organization’s fundraising software:

Step 1: An individual selects their intended donation amount on the P2P giving form.

Similar to the previous donation flow, the first step in Soles4Souls’ peer-to-peer giving process begins with a donation selection. An individual donor is prompted to select a recommended gift amount or enter their preferred number and opt to give once or to make it a monthly donation. Donors can also choose to dedicate their donation or provide an additional comment alongside their gift.

Meanwhile, in the left panel, the donor is met with compelling imagery and a brief overview of the purpose behind the organization’s mission and fundraising efforts.

Donation selection using peer-to-peer fundraising software

Step 2: The individual provides current employment information.

In the next step of this multi-page peer-to-peer giving experience, Soles4Souls donors are encouraged to double their donation impact with a matching gift. To drive this process forward, each individual is asked to provide the name of their current employer. From there, the P2P software searches Double the Donation’s extensive database of corporate matching gift information to provide eligibility details.

Employer selection using peer-to-peer fundraising software

Step 3: The individual reviews and submits their donation.

Finally, donors reach the payment screen, where they are led to multiple options, which include credit card, PayPal, Google Pay, Venmo, and bank transfer, to finalize their gifts. Individuals are also given the option to cover their transaction costs, thus ensuring 100% of the contribution goes to the organization they’re supporting.

Gift submission using peer-to-peer fundraising software

Smart Tips for Choosing Your P2P Software

Ready to begin making buying decisions for your organization’s peer fundraising software? Here are a few additional practices to keep in mind as you do so.

1. Consider scalability.

When purchasing peer-to-peer fundraising technology for your cause, it’s important to look to the future in terms of whether the software has the ability to grow alongside your organization. If your team is on the smaller side at current, it might be tempting to opt for a free or low-cost solution, often with limited functionality. However, you don’t want to be back at square one in the buying process just a few years from now when you determine that the platform was unable to meet your needs as you grew.

Thus, consider a software provider’s potential for scalability as you search. You’ll want to locate the right technology that meets your needs now and in the future, growing seamlessly alongside your organization in order to produce the best and smoothest results.

2. Rate your highest and lowest priorities.

Unfortunately, you may not be able to locate a peer-to-peer fundraising tool that meets all of your organization’s desired criteria. Perhaps you’ll be drawn to Feature A from Provider B, though Provider C offers innovative Feature D⁠—all the while, Provider E has a significantly reduced price point.

Simplify things going into the process by first determining your organization’s highest and lowest priorities and finding a solution that coincides. For example, one group may order things like this⁠—functionality → accessibility → integrations → cost⁠—while another prioritizes like this⁠—cost → accessibility → functionality → integrations.

3. Get personalized demos to see the tools in action.

Before buying a car, you’ll usually take it out for a test drive to see how it runs and determine whether it would be a good fit. That’s essentially what a software demo is, and it’s a critical step in the buying process⁠—especially when it comes to peer-to-peer and other types of fundraising technology.

Getting a software demo will allow your team the opportunity to see the fundraising tools in action and ask any questions before making a buying decision. We recommend narrowing your choices to two or three solutions and getting personalized demos of each one.

4. Keep your fundraisers and end donors in mind.

Peer-to-peer fundraising is a unique form of engagement in that it encapsulates an additional key player that you’ll want to consider when making software decisions. For example, in a typical fundraiser, those experiencing your giving platform tend to be your behind-the-scenes team in addition to those contributing through the platform. P2P technology, however, must account for your organization’s internal team, the end donors contributing, and the new “middle-man” in the situation⁠—your volunteer fundraisers.

As you go through the buying process, it’s important to keep each of these players in mind. Consider the experience from each possible perspective. Is it easy to set up a fundraising page and share it with family and friends? How about updating the online hub with personal stories, images, and progress toward goals? And then, from the giver’s point of view⁠—how simple is it to go through and make a donation to their loved ones’ campaigns?

Asking these questions beforehand can equip your team with the knowledge to make the best peer-to-peer fundraising software decisions, keep an eye out for potential roadblocks, and help troubleshoot concerns along the way.

Next Steps

Double the Donation works closely with over 70 of the sector’s top fundraising technology providers. When looking for a best-in-class peer-to-peer fundraising software platform, we recommend getting started with our integration partners.

Navigate to our integrations page here to explore the solutions we work with, filter by industry and functionality, and determine whether one is right for your needs.

Double the Donation and Fundmetric Answer the Call for Advanced Matching Gifts Integration

Double the Donation is proud to unveil a new partnership with the fundraising AI ecosystem Fundmetric to provide integrated matching gifts functionality to schools, universities, and nonprofits. Fundmetric and Double the Donation’s integration combines the power of 360MatchPro, the world’s leading matching gift automation platform, with the modern flow Fundmetric’s fundraising environment. 

“Fundmetric and Double the Donation’s partnership opens up opportunities for schools and charitable organizations to get the most from their advanced fundraising strategy,” said Mark Hobbs, CEO at Fundmetric. “Integrating DTD’s tools into our donation pages help donors get their donations matched with more speed and ease than ever.”

If organizations’ donors have trouble navigating the world of matching gifts, or maybe don’t even know about matching gifts in the first place, this could mean thousands upon thousands of dollars of lost revenue for the nonprofits these donors support. Fundmetric and 360MatchPro disrupt the status quo by introducing donors to their matching gift potentials. 

“Schools and nonprofits miss out on billions of dollars each year in matching gift revenue, and we’re here to change that,” said Adam Weinger, President at Double the Donation. “We’re proud to offer our mutual clients an answer to their request for functionality that shakes up the matching gifts process for the better.”

Activate in Seconds and Start Raising More from Matching Gifts

The activation process for organizations looking to activate their integration between Fundmetric and 360MatchPro is quick and easy. All a verified user has to do is retrieve their public and private API keys from their 360MatchPro account, plug them into their Fundmetric integration settings, and add Double the Donation’s tools anywhere they’d like within their desired Fundmetric donation forms.

Enter your public and private API keys to activate the integration.

Once this is complete, donors will be able to discover their match eligibility during their giving flow and take their next actions directly from the confirmation page.

Donors can discover details on their chosen company’s matching gift program.

Actionable analytics and real-time data flow into the organizations’ connected accounts so they can continue their matching gift strategy with personalized follow ups and more.

Drive More Matching Gifts to Completion with 360MatchPro!

Double the Donation and Fundmetric set out to complete an integration that utilized smart data, helped orgs get set up easily, and took donor impact to the next level. See more value from the integration with the following features: 

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

Interested in increasing your fundraising revenue with matching gifts? Request a demo today to get started with corporate gift matching through Fundmetric and 360MatchPro by Double the Donation. 

About Fundmetric: Fundmetric is an AI data ecosystem that connects siloed data, enabling teams to maximize lifetime giving and increase predictability of revenue. Build your highest-converting lists and cultivate constituent interests using behavioral data and machine learning. Fundmetric’s flexible infrastructure leverages the ability to execute optimized campaigns and capture the attention of your donors in a noisy world. To learn more about Fundmetric visit and request a demo at

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit and request a demo at

Double the Donation and Givecloud Debut Matching Gifts Integration for Nonprofits

Double the Donation is proud to announce our new integration in partnership with Givecloud, making the matching gift process easier for nonprofits and donors alike. 

“In a world where so many vendors make empty promises about increasing fundraising, it’s great to have a partner like Double the Donation, ” says Josh Bloomfield, CEO at GiveCloud. “360MatchPro moves the needle for our nonprofits in a very practical way.”

The integrated solution offers an answer to nonprofits asking for a solution to streamline their matching gifts strategy for their online donors, closing the awareness gap that normally prevents nonprofit organizations from seeing matching gift success. 

“Far too many donors are unaware of their matching gift potential when they make a gift to a nonprofit organization,” said Adam Weinger, President at Double the Donation. “Our integration with Givecloud will help donors deepen their impact by enabling them to pursue a match with confidence.”

Read on to learn more about the new integrated solution!

Activate in Seconds and Start Raising More from Matching Gifts!

The activation process for mutual users of 360MatchPro by Double the Donation and Givecloud is simple. All nonprofit organizations need to do is retrieve their API keys from their 360MatchPro account, plug them into their Givecloud settings page, and start raising more from matching gifts right away!

Simply enter your public and private API keys to activate your integration.

For donors who give on a Givecloud Fundraising Form, they’ll be presented with the opportunity to search their company name directly after making a payment. Then, they’ll receive automated emails from 360MatchPro prompting them to take their next steps and drive their match to completion.

Allow your donors to search their employer to find their eligibility.

The process is seamless from start to finish, making matching gifts as easy as making the initial donation. From here, nonprofits can track and manage their matching gifts strategy from their 360MatchPro platform.

Drive More Matching Gifts to Completion with 360MatchPro! 

The integration between Givecloud forms and 360MatchPro and Double the Donation unlock the door for nonprofit organizations to claim more matching gift revenue made available to them by their donors’ employers. Check out these additional features: 

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

Interested in increasing your fundraising revenue with matching gifts? Request a demo today to get started with corporate gift matching through Givecloud and 360MatchPro by Double the Donation. 

About Givecloud: Nonprofits use Givecloud’s innovative Trustraising™ platform to create digital fundraising experiences that  excite donors and increase donations, advocacy and loyalty so they can spend more time and money on their mission and less on administration.  Established nonprofits can easily integrate Givecloud with their existing donor management systems.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit and request a demo at

The Ultimate Guide to Employer Appends

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!

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.

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 existing 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.

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!”

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.

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 then be uploaded into an organization’s 360MatchPro account in order to trigger matching gift emails and other automated donor outreach.

Employer appends inputs and outputs

If you’re interested in exploring Double the Donation’s employer appends service, fill out the contact form here to request a quote!

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:

Get started with Double the Donation's employer appends services.

Haku Integrates with 360MatchPro by Double the Donation for Advanced Matching Gifts Functionality

Double the Donation and haku have joined in collaboration to bring the power of matching gifts to nonprofit organizations by implementing an integration between haku donation forms and 360MatchPro by Double the Donation.

“We are thrilled to launch our partnership with Double the Donation. This innovative platform is one of the most advanced ways of helping nonprofit organizations increase their impact by deepening their corporate matching programs,” said Jaclyn Levi, Chief Strategy Officer at haku. “As a company dedicated to helping our customers drive their impact in seamless and efficient ways, haku’s partnership with Double the Donation is an ideal fit.”

The new integration allows nonprofits to interact with their donors directly after a gift is made, presenting them with information about their company’s matching gift program and encouraging them to take their next steps toward matching gift request submission.

“Double the Donation has been the leader in matching gifts automation software for years now, and we’ve found that the most effective way to get more from matching gifts is by meeting donors where they are,” said Adam Weinger, President at Double the Donation. “Our integration with haku allows nonprofits to engage with new donors and raise awareness about matching gifts in an exciting way.”

The integration is now available for all mutual clients of haku and Double the Donation to activate on their various donation forms.

Activate in Seconds and Start Raising More from Matching Gifts

The activation process is incredibly easy thanks to the native integration between 360MatchPro and haku. Organizations who have a 360MatchPro account can enter their haku account and enter their API keys into whichever donation form builder they’d like and toggle the integration to active.

Once this step is complete, orgs are ready to go with their matching gift outreach! Directly after the giving process, donors will be able to easily find if they are match eligible through the auto-complete search field on the 360MatchPro matching gifts plugin.

From here, donors can immediately take their next steps toward getting their gift matched, and the nonprofit is apprised of updates along the way in real time!

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

Drive More Matching Gifts to Completion with 360MatchPro

haku and Double the Donation’s integrated solution aims to provide nonprofits with an easy-to-use and intuitive solution to their matching gift outreach needs. Some more features allow organizations to:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

Interested in increasing your fundraising revenue with matching gifts? Request a demo today to get started with corporate gift matching through haku and 360MatchPro by Double the Donation.

About haku: haku is a technology platform enabling non-profits to more effectively and efficiently grow their impact. Through our innovative all-in-one platform and unwavering customer service, non-profits have an easy, effective, and customizable way to engage supporters through a myriad of fundraising channels with haku.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit and request a demo at

Learn everything you need to know about Microsoft Ad Grants with this guide.

Microsoft Ad Grants: A Q&A Guide for Nonprofit Marketers

The Microsoft Ad Grant is a program that’s quickly emerging as a powerful way to amplify charitable causes. With a monthly allocation of $3,000, participating nonprofits can create well-written ads and bid on keywords that will connect them with new supporters.

Similar to the Google Ad Grant in many ways, this program enables nonprofits to strengthen their digital presence and drive greater results for their work. The grant amount may be smaller than Google’s sizeable $10,000 monthly grant, but Microsoft’s search engines provide access to new audiences with less competition for bottom-of-the-sales-funnel keywords, making it just as valuable.

This program is fairly new, meaning there are still a lot of questions surrounding how to best leverage its features to maximize ad performance. Based on what’s already been released about the program and what we know about the Google Ad Grant, we’re here to help you perfect your Microsoft Ad Grant management strategies! In this guide, we’ll answer the following questions:

At Double the Donation, we help nonprofits amplify their funding through matching gifts. We’ve seen the tremendous impact that corporate giving programs have on nonprofits, which is why we’re excited to teach you about Microsoft’s latest charitable initiative.

While incredibly valuable, getting started with the Ads for Social Impact program and managing your campaigns takes quite a bit of work. We recommend learning all you can about the program, but we also suggest working with a dedicated professional to handle your account maintenance for you. As our recommended Microsoft Grant management agency, Getting Attention can take the guesswork out of managing your campaigns, so you can focus more on your mission.

Get started with Getting Attention, our recommended Microsoft Ad Grants agency.

Let's walk through the basics of Microsoft Ad Grants.

What Is the Microsoft Ad Grant?

Microsoft Advertising offers approved nonprofits a $3,000 monthly grant that can be used to promote their web content across its digital search network. Ads are displayed across Microsoft’s search engines, including Bing, Yahoo, AOL,, MSN, and Microsoft Edge.

Nonprofits can use this funding to bid on keywords that their prospects are searching online. They’ll pick a landing page that matches the searcher’s intent for the selected keywords, such as a donation page or matching gifts page. Then, they’ll write ad copy that encourages users to click the linked page and get involved.

Here’s an example of the World Wildlife Fund promoting its content through the Microsoft Advertising platform:

Here's an example of an ad that you can create using the Microsoft Ad Grant funding.

Advertisers can also build out your ads with additional features, such as ad extensions that link to additional pages. Note that the grant will only apply if your account is in Expert Mode. For now, the program is also currently only available to nonprofits located in the United States.

Microsoft Ad Grants and Google Ad Grants differ in several ways.

What’s the Difference Between Microsoft Grants and Google Grants?

If your nonprofit already participates in the Google Ad Grants program, many aspects of the Microsoft Ad Grant probably sound familiar to you. However, there are some key differences that advertisers have already noticed.

Let’s walk through a few of these dissimilarities, so you can determine how your Microsoft Grant management strategy will differ from Google Grants.

Difference #1) How Ads Are Displayed

Both platforms display ads at the top of the search results for specific terms. However, the designs of the ads vary slightly.

Google displays ads prominently by featuring ‘Ad’ in bold text at the top of the listing. Microsoft makes it less apparent that particular results are ads.

While it looks slightly different across Microsoft’s search engines, they primarily include it in standard, non-bold text within the meta description. Marketers speculate that this results in a better user experience, considering that it looks more like organic results.

Ads look different based on whether you're using Google Grants or Microsoft Grants.

Difference #2) Reach

Google is marked as the world’s most popular search engine, accounting for 61.4% of search queries in the United States, according to Statista. Microsoft’s search engines account for 26.8% of search queries.

While Google clearly connects you with the most individuals possible, Microsoft still makes up a notable portion of users who you might not otherwise reach without creating content for their platforms.

In fact, 653 million unique PC users rely on Microsoft’s search engines, reaching 49 million users who don’t use Google.

Leveraging the Microsoft Ad Grant will empower you to tap into the extensive Microsoft Search Network audience.

While you might interpret a lower number of users as a drawback, there’s actually an advantage that Microsoft has over Google in this regard.

Competition on Microsoft’s advertising platform is much lower since advertisers aren’t pursuing it as heavily as Google’s platform due to the difference in the number of users. In turn, the cost of reaching people is much lower for Microsoft’s program.

Difference #3) Audience Demographics

Considering that you’ll be reaching a different subset of web users, that naturally means your audience for Microsoft Advertising will have different characteristics.

Microsoft pulled user demographics and found that their U.S.-based users tend to be:

  • Educated. 48% have a college degree.
  • Family-oriented. 50% are married, and 60% have children living at home.
  • Wealthier. 41% have a household income in the top 25%.
  • More likely to spend money. The Microsoft Search Network audience spends 32% more online than the average user.

Knowing these details can help you craft ads that are tailored to different audiences across Google and Microsoft’s advertising platforms.

Difference #4) Ad Scheduling

Across both platforms, advertisers can target their ads and make bid adjustments with ad scheduling. They can choose the day of the week and the time of day that they want their ads to be shown. They can also schedule certain times to make bid adjustments.

However, there’s one key difference in scheduling. When you adjust your Google Ads schedule, Google will remind you what time zone your account is in. That’s because any adjustments in your ad schedule are based on your time zone rather than users’.

So, if you set your ad campaign to run from 8 a.m. to 5 p.m. Pacific Time, users on Eastern Time would see the ads from 11 a.m. to 8 p.m. There is a workaround, though. You’ll need to create separate campaigns and adjust each campaign’s schedules to account for different time zones.

For Microsoft Advertising, ad scheduling is a bit simpler. Scheduling is based on the user’s location. In other words, you’d only need to create one campaign to target every user during specific hours.

Difference #5) Targeting Capabilities

While Google has several targeting capabilities, Microsoft has even more robust options. You’ll notice that a lot of the targeting capabilities are the same, such as geotargeting and remarketing. However, Microsoft’s options go more in-depth.

For one, the primary difference is that you can set targeting at the Ad Group level with the Microsoft Ad Grant, whereas Google requires you to do it at the campaign level.

What’s more, you can use LinkedIn profile information with Microsoft to inform you who your audience is to better target qualified users.

Also, Microsoft enables advertisers to target specific audiences based on device type and OS, simplifying device targeting. With this, they also provide the option not to display campaign ads on desktops. This feature isn’t available on Google, giving Microsoft Advertising a leg up.

Difference #6) Restrictions

While both programs have restrictions, Google is slightly stricter than Microsoft. Both have initial eligibility requirements, but Google’s ongoing compliance requirements cause the program to vary from Microsoft’s Ads for Social Impact quite a bit.

Here are some of the differences in limitations between the two platforms:

  • Impressions. Google Ads limits your impression share to 10%, meaning fewer people will see your ads. With Microsoft, there are no limitations on impressions since you’re creating ads on a paid account.
  • Ongoing requirements. Google requires nonprofit advertisers to meet a series of ongoing requirements, such as maintaining a 5% click-through rate each month and not using one-word or overly generic keywords. At the moment, Microsoft only requires Microsoft Ad Grant advertisers to occasionally attest to their donor rules to maintain eligibility.

Overall, the Microsoft Ad Grant currently comes with fewer restrictions, making it more accessible to nonprofits.

Make sure you meet the eligibility requirements for Microsoft Ad Grants before applying.

What Are the Eligibility Criteria for Microsoft Ad Grants?

Like the Google Ad Grant program, Microsoft implements eligibility criteria to ensure that only organizations that will benefit from the program can participate. The idea behind this is that it will result in higher quality ads, promote reputable organizations, and reflect well on the program.

Microsoft breaks down these criteria into three categories.

This checklist outlines the basic eligibility requirements for Microsoft Ad Grants.

1. Type of Organization

Only specific types of organizations can participate in the Microsoft Ad Grant program. Organizations must be a:

  • Nonprofit or non-governmental organization with recognized legal status
  • Public library that provides services without charge to all residents in a given area
  • Museum that’s open to the public and conserves tangible objects for purposes of cultural preservation, education, or aesthetic enjoyment

If your organization doesn’t meet these requirements, it will automatically be rejected from the program when applying.

2. Mission

Eligible organizations must operate on a not-for-profit basis, and their mission should benefit the local community.

Examples include improving social welfare, providing relief to the needy, preserving the environment, and establishing a civil society.

3. Non-Discrimination

When it comes to corporate giving, businesses recognize that any participating organizations should share their values. In Microsoft’s case, they’re committed to providing an inclusive environment that’s free from discrimination. That’s why they also require participating nonprofits to not discriminate in their mission or policies.

Nonprofits can’t discriminate in:

  • Hiring
  • Compensation
  • Retirement
  • Training
  • Programs
  • Activities
  • Services

Any organization that has a mission or engages in discriminatory acts in any of the areas listed above will be rejected from the program.

Examples of Ineligible Organizations

If you’re still questioning your eligibility for the Microsoft Ad Grant, let’s walk through examples of ineligible organizations.

Ineligible organizations may include but are not limited to:

  • Nonprofits that have not obtained legal status in their respective country (e.g. U.S.-based organizations must be registered as 501(c)(3)s with the IRS).
  • Professional, commerce, and trade associations
  • Schools, colleges, and universities. However, philanthropic arms of educational institutions are still eligible.
  • Healthcare organizations, including hospitals, healthcare networks, outpatient healthcare organizations, and more.
  • Political, labor, and fraternal organizations

Note that the person completing registration on behalf of the nonprofit must be an employee or a strategic volunteer. Otherwise, the application will be rejected.

There are several benefits of applying for Microsoft Ad Grants.

Why Should You Apply for Microsoft Ad Grants?

With the clear impact that the program can have on your mission, applying for the Microsoft Ad Grant should be a no-brainer. If you’re still on the fence about applying, here are just a few of the advantages that participating will give you:

  • Increase visibility for your most important landing pages. Place your web pages at the top of search results pages for valuable, mission-centric keywords.
  • Connect with new supporters. Existing and prospective supporters are already searching for terms related to your cause online. Meet them where they are by bidding on the right keywords and creating ads that inspire them to get involved.
  • Deal with lower competition. Since nonprofits operate on a paid account, ads paid for using the Microsoft Ad Grant are treated as traditional paid ads. That way, their ads won’t be automatically placed lower than others.

Chances are, your nonprofit doesn’t want to miss out on free funding. If your organization already has a website, the Microsoft Ad Grant can be a fantastic way to launch your marketing efforts forward and strengthen your digital presence.

Participating in the Microsoft Ad Grant program is free.

Is It Free To Use the Microsoft Ad Grant?

Yes, any organization that’s eligible to participate will receive the Microsoft Ad Grant free of charge. However, note that the grant will be attached to a paid account, which requires a credit card to be attached.

You’ll also want to consider the time spent on applying for the grant, setting up your campaigns, and monitoring results. You might rely on an in-house staff member to do this, which means you might factor part of their salary into the maintenance costs. Alternatively, you might outsource the work to a third-party agency, which would incur fees.

Applying for Microsoft Ad Grants is easy.

How Do You Apply for the Microsoft Ad Grant?

Applying for the Microsoft Ad Grant is a straightforward process. Once you’ve confirmed your eligibility, you can breeze through the process and get your first campaign set up.

Let’s walk through the 3-step process that your nonprofit will need to follow. And remember, Microsoft currently only allows staff members and strategic volunteers to complete this process on behalf of a nonprofit. However, a third-party agency may be able to guide you through applying.

These are the steps you'll need to take to apply for the Microsoft Ad Grant program.

1. Apply for Microsoft for Nonprofits.

Beyond Ad Grants, Microsoft provides nonprofits with grants and discounts for a variety of their tools and services, like Microsoft 365, Office 365, and Dynamics 365. Applying to their general nonprofit program is a prerequisite for the Microsoft Ad Grant program.

At this stage, you’ll need to do the following to register for Microsoft for Nonprofits:

  • Share information about your role and your nonprofit
  • Agree to Microsoft’s nonprofit discount and donation policies
  • Share your contact details

The first part of the application should only take about 10 minutes to complete. Then, Microsoft For Nonprofits will reach out via email within 7 business days.

Microsoft partners with TechSoup to validate nonprofits’ information, so be aware that they may share your registration data with TechSoup who may contact you for more details.

2. Fill out the Microsoft Ad Grants application.

Upon acceptance into the program, you can access the Ad Grants application within the Microsoft Nonprofit Hub. At this point, you’ll simply need to provide some additional information about your organization and role, such as:

  • The URL for your nonprofit’s website
  • The number of employees at your organization
  • Your nonprofit’s phone number

Microsoft will send an email confirming whether you’ve been accepted within 10 business days. Be aware that this timeline can be impacted if they request additional information or documentation from your nonprofit.

3. Meet with a Microsoft representative to set up your first campaign.

Microsoft wants to set participating organizations up for success, especially since this is a new program. Before you start creating your own campaigns, they require you to meet with one of their representatives.

During your meeting, they’ll work with you to set up your first campaign to make sure your account, ads, and keywords are structured correctly.

From here, you’re free to start creating your own ad campaigns, using that initial one to guide your efforts.

Try out these Microsoft Grant management strategies.

How Can I Make the Most of the Microsoft Ad Grant?

While it’s still a fairly new program, there are already some tips we can draw from the resources Microsoft has shared and from what we already know about the Google Ad Grant program.

Creating a Microsoft Grant management strategy before applying will help determine whether the program will be a worthwhile investment for your cause. Let’s jump into a few core tips to guide your strategy.

Consider what goals you want to achieve.

Leveraging the Microsoft Ad Grant allows you to pursue a range of goals. Before setting up your campaigns, determine the end goal you want to achieve with each ad campaign.

For instance, many nonprofits leverage the Microsoft Ad Grant to:

  • Increase fundraising efforts by promoting donation and sponsorship pages.
  • Boost corporate giving participation by raising awareness for matching gifts and volunteer grants.
  • Boost volunteer registrations by sharing volunteer opportunities.
  • Grow event attendance by promoting conferences, webinars, and other events.
  • Educate the public about your cause by promoting educational content and services pages.

These are common goals that nonprofits choose for the Microsoft Grant management strategy.

Determining your objectives upfront means you can choose the right landing pages for your ads and effectively guide your users to take actions that are meaningful to your organization. Otherwise, you might experience fewer conversions.

Vary your Microsoft Ad Grant Strategy from your Google Grants strategy.

While similar in many respects to Google Ad Grants, the Microsoft Ad Grant program varies a good bit. That means you shouldn’t treat Microsoft’s program the same as Google’s.

Don’t simply replicate the same ads across both platforms. For instance, you’ll want to:

  • Use more bottom-of-the-sales-funnel keywords for Microsoft. Microsoft Advertising has a higher impression share and cheaper costs-per-click (CPCs), making it more affordable to bid on these terms. Plus, competition is lower, so you’re more likely to rank for these search terms.
  • Vary your ads to target different audiences on the two platforms. Remember, Microsoft users tend to be educated, wealthier, and more likely to spend money online. Google’s audience is younger and more tech-savvy. Make sure the tone of your ads speaks to these different groups.

Pay attention to the results on each advertising platform. Determine what inspires users on each platform to convert. Then, make adjustments to make the most out of each program.

In any case, you’ll want to leverage both programs if you’re able to. After all, that totals to $13,000 in free marketing money each month for your cause!

If participating in both programs is out of reach for your team, turn to a grant manager to help. They can take the guesswork out of your advertising and make sure you’re set up for success across both platforms.

An agency can help you create your Microsoft Grant management strategy.

How Can a Microsoft Ad Grants Manager Help?

While an incredibly powerful digital marketing resource, Microsoft Ad Grants can take a lot to manage effectively. Between applying for the program and monitoring ad performance, you’ll need to set aside extra time and resources each month to manage your account.

To harness the grant’s full potential, consider turning to a professional agency. A professional can tackle every aspect of the Microsoft Grants management process through services like:

  • Eligibility verification: A professional will understand the Microsoft Ad Grant eligibility requirements through and through and will be able to confirm whether you’re eligible for the program. Note that Microsoft requires an employee or strategic volunteer to apply on behalf of your organization, though.
  • Ad creation: A Microsoft Grant manager will help you develop ads that drive users to get involved in your cause. Between picking your landing pages and writing ad copy, they’ll make sure you stand out on search engines.
  • Keyword research: Professionals can research keywords related to your mission and pick the ones that are most likely to connect you with prospects who are ready to give, volunteer, or whatever you’re aiming to accomplish through Microsoft Ads.
  • Landing page optimizations: Your landing pages are a major part of your ads. The right agency will help you improve the landing pages associated with your ads, so you can drive more users to give, participate in your programs, or take another meaningful action.
  • Ongoing campaign management: An agency will monitor your campaign performance and make adjustments as needed. That way, you can be confident that you’re targeting the best keywords with the best possible ads and landing pages.

These are common Microsoft Ad Grant services that professional agencies offer.

Instead of spending your time learning the intricacies of the program, we recommend turning to a trusted professional that offers the exact services you need. That way, you can focus on pursuing your mission and trust that your search engine marketing needs are taken care of!

As our recommended agency, Getting Attention understands what it takes to make its nonprofit partners stand out on search engines. Backed by their team, you can harness the power of Microsoft Ad Grants and Google Ad Grants simultaneously.

Check out these additional resources to learn more about Microsoft Ad Grants and digital marketing.

Additional Resources

If you’re looking to venture into the world of search engine marketing, the Microsoft Ad Grant is the ultimate addition to your nonprofit’s digital marketing strategy. Considering that it’s a fairly new program, you can get a jump start on the program and start showing up for mission-related keywords that drive traffic to your site.

With a thought-out management strategy, you’ll be well-equipped to drive real value for your cause. Start enhancing your volunteer recruitment efforts, raise more awareness for corporate giving, or accomplish whatever your nonprofit wants with the Microsoft Ad Grant!

Remember, a professional agency will help you make the most of the program and make sure you represent your organization in the best way possible online.

In the meantime, continue learning about Microsoft Grants and other strategies that will enrich your digital marketing plans with these educational resources:

Strengthen your Microsoft Grant management strategy with help from our recommended agency.

The Benefits of Acquiring and Retaining Young Donors

The Benefits of Acquiring and Retaining Young Donors

How the Next Generation Influences Fundraising and Workplace Giving

According to charitable giving research, overall giving revenue was reportedly elevated in 2021. However, the number of individual donors giving had dropped.

So what does that mean for organizations like yours that rely on contributions from supporters to bankroll mission programming? More than likely, you have an opportunity to reach new, previously under-targeted segments of supporters to continue growing your donor base—and with it, your total funding. One of the best markets to consider is that of young donors.

Many nonprofits, educational institutions, and other fundraising organizations are interested in learning how to engage donors to drive the best results. At the same time, donor retention remains at top-of-mind for most. Young donors are a critical piece of the puzzle, and yet they continue to be overlooked in terms of fundraising potential.

In this guide, we’ll walk through the basics of young donor fundraising, how it can differ from traditional engagement efforts, and how you can make the most of those relationships as they grow. We’ll cover:

Adapting your marketing, fundraising, and overall donor engagement strategies to attract and connect with individuals of all ages is one of the greatest ways to ensure your team is leveraging your supporter base to its fullest potential.

Want to find out how to do so⁠—particularly in regards to the youngest of donors in your network? Read on!

Why young donors matter

Why Engaging With Young Donors Matters

Engaging with all of your donors is an essential component of a successful fundraising strategy. What many organizations are seeing, however, is that young donors continue to be an under-targeted market when it comes to seeking donations.

Gen Z and young millennial donors are often referred to as “the donors of tomorrow” or “the donors of the future.” But the truth is that these up-and-coming generations are the donors of NOW. So why are organizations overlooking their potential? It might be because young donors tend to have more limited funding at their disposal to contribute as compared to older, more established supporters.

But consider this: is it easier to ask a new donor for a $10,000 donation and hope they spring for it, or to start out small with a $20-50 donation ask from a young donor who will then become increasingly engaged with your organization over time? In most cases, the answer is the latter.

Not to mention, young donors bring with them nearly unlimited potential. That college-aged individual making a $25 gift out of their part-time paycheck could very well become the CEO of a multi-billion-dollar company that doesn’t even exist yet. And as their income grows, their gifts would likely grow alongside it.

The bottom line?

Be willing to start small and watch the impact of continuous engagement increase drastically over time.

Acquiring and retaining young donors

Acquiring & Retaining New Generations of Donors

Like any group, to engage with young donors, you’ll need to focus on two crucial components of your strategy—getting them and keeping them. As far as the basics of the donor lifecycle go, this refers to acquisition and retention.

Here’s what you should know about each pertaining to younger generations of donors;

Acquiring Young Donors

Young donor fundraising involves bringing young donors into your network of support, to begin with. And you may need to take an adjusted approach than what you might use with your general, middle-aged-and-older audience.

For one, attracting young donors can be particularly impactful when using social proof to your best advantage. Social proof, or the idea that people are more likely to do something if they see their peers doing the same—and a founding principle behind peer-to-peer fundraising—tends to be even more effective among the younger generations.

In other words, once you get one young donor in your corner, you have one of the best tools to draw in others in their circle. At the same time, other key practices include reaching donors where they are, such as on social media sites and mobile technology⁠—but more on those tips later.

Retaining Young Donors

Once you’ve laid the groundwork for a supporter relationship and even secured your first donation, you’ll want to put in the time and effort to elevate the connection to new heights.

Even more than your typical donor, Gen Z and young millennials desire to feel connected to the organizations with which they get involved. They want to know that their funding is going to impactful causes, so excellent financial stewardship efforts are essential (top tip: demonstrate that you’re making the most of each dollar you receive by emphasizing corporate matching opportunities!).

It’s also a great idea to offer streamlined recurring giving options⁠—and to ensure donors of all ages are aware of the opportunities. After all, what better way is there to ensure your new donors return time and time again than to essentially get them set up on auto-pay? In fact, research into young donor trends reports that young donors are more likely than the average donor to be enrolled in a monthly giving program (36% overall enrollment rates, with donors aged 18-29 coming in at 48%). Be sure to give them what they want, and market the ability accordingly.

Factors that can impact gifts over time from young donors

Factors That Can Impact Gift Size Over Time

Many young donors are likely to start out by giving low-level donations to the organizations they support. But every dollar counts and their potential to give can increase exponentially as time goes on.

Young donors giving more over time

Here are a few factors that can impact gift size and lead to continually growing donations;

Increasing income

The average person’s income tends to rise over time, whether by receiving promotions, moving employers, diving into new industries, or even exploring an entrepreneurial spirit. As donors of all ages benefit from elevated incomes, their ability to give to the causes they care about tends to rise proportionately as well⁠—oftentimes at an even higher rate than the income or salary increase itself.

Deepening connections to the organization

Finally, an individual’s personal connections to a nonprofit can be a significant factor when it comes to determining their gift size. Sure, a charitable-minded donor might make a $25 gift to a random organization when asked, but they’re likely to reserve more substantial funding for the causes and groups they feel most passionate about. And when you start developing that personal relationship early on, these individuals (i.e., your young donors) will be more likely to continue supporting your organization⁠ in larger and larger amounts as time goes on.

Young donors and workplace giving

Young Donors & Workplace Giving

Another key factor that can have a substantial effect on young and old donors’ giving alike is employer giving⁠—otherwise known as workplace giving or philanthropy. Thousands of companies offer employee or workplace giving programs such as matching gifts and volunteer grants, and over 26 million individuals can qualify for the opportunities through their personal nonprofit contributions. Obviously, these programs benefit the nonprofits receiving the corporate funding⁠, but there’s a lesser-known benefit as well: employer giving eligibility tends to drive increased individual engagement.

In fact, our corporate giving data reports that 84% of individuals are more likely to donate if a corporate match is offered, while 1 in 3 donors indicate they’d give a larger gift if matching is applied to their donation. All in all, this brings about findings that donor messaging that mentions matching gifts leads to a 71% increase in response rate and a 51% increase in the average donation amount, thus resulting in elevated conversions, gift sizes, and donor engagement. Though the exact reasoning behind the increase is unknown, organizations theorize it has to do with donors aiming to meet their employers’ minimum match requirements along with the understanding of magnified donation impact.

So what does that have to do with the young donors in your network? As these individuals enter the workforce, and more specifically, the corporate world, their chance of qualifying for donation matching, volunteer grants, and other forms of workplace giving skyrockets⁠—and with it, their individual donations.

Not to mention, young donors are increasingly demanding corporate social responsibility from the brands they buy from and work for. In fact, nearly 2/3 of young employees won’t take a job at a company with poor CSR practices. Thus, your younger supporters are more likely to work for businesses that match employee donations in the first place, effectively elevating their chances at eligibility.

Meanwhile, as Gen Z and millennials continue taking up more and more of the workforce and consumer population, more and more companies are following suit by implementing and improving their workplace giving programs. And when offered, young donors partake in employer giving in droves⁠—studies show that over 58% of young professionals gave through a workplace program in 2020, compared to 37% of professionals overall.

Best practices for young donor fundraising

Best Practices for Strategic Young Donor Fundraising

The better you engage with your donors of all generations, the more likely you are to raise funding effectively. Prepare your team to deepen relationships with young donors by incorporating the following tips;

1. Segment fundraising efforts by age group.

Fundraising is not a one-size-fits-all effort, and as a result, one-size-fits-all donor engagement strategies are not likely to be particularly effective. And, as you likely know, one of the largest segmenting factors has to do with donor age.

Young donors want to get involved with the organizations and causes they care about, but you’ll want your tactics to reflect a targeted approach. A 22-year-old, fresh-out-of-college graduate and a 70-year-old retired schoolteacher can each be excellent supporters of your nonprofit⁠—but it might take different initiatives to reach them both.

Giving trends according to young and old donors alike

For example, giving studies indicate that younger donors tend to be most inspired to donate via social media, while older supporters are more impacted by email fundraising⁠—and that’s not even taking Gen Z-ers into consideration!

Overall, we recommend reaching younger supporters and prospects by prioritizing mobile and digital engagement strategies, incorporating valuable and eye-catching visuals (through images and video), and demonstrating donation and organization impact whenever you can.

2. Offer multiple ways to get involved with your organization.

Young donors often desire diversity in the ways they engage with an organization. And not receiving that can lead to donor fatigue and, ultimately, lapsing support.

Thus, be sure to provide a plethora of methods for individual donor involvement⁠—whether they involve financial support or not.

So, what kinds of opportunities can you establish (and promote to) your donors? These might include (but are certainly not limited to):

  • Volunteering at a dedicated event or on a regular basis;
  • Taking part in a corporate giving program like matching gifts or volunteer grants;
  • Attending a fundraising event like an auction, gala, or walk-a-thon.
  • Participating in the organization’s board of directors;
  • Exploring a peer-to-peer fundraising role by soliciting donations from friends and family on the nonprofit’s behalf.

Regardless of the many ways an individual chooses to get involved, remember to communicate your gratitude as well as the tangible ways their engagement impacts your cause.

3. Increase suggested donation amounts over time.

As online giving becomes more and more prevalent, studies have been conducted to determine the impact of suggested donation amounts on total fundraising revenue. And overall, organizations tend to see elevated average donation amounts when they do so (meaning if you’re not already providing gift size suggestions, you should be).

Taking this concept a step further, however, is the idea that your team can increase the amount you request from donors over time to continue growing relationships and donor contributions.

For example, an individual might bring in four times the salary they had when they started giving to your organization. But if they donate on a regular basis, they might never take the initiative to increase their gift size⁠—that is, unless your team chooses to coax them in that direction. And it can be as simple as requesting $100 from Donor A in your next annual fund appeal after determining they’ve contributed $50 for the last few years.

4. Inform donors about workplace giving programs.

We mentioned that donors often choose to give more often and in larger amounts when workplace giving opportunities⁠ (like matching gifts⁠) are in place. And with many young donors becoming eligible for these programs for the first time, it’s essential that they’re made aware of the programs.

After all, over 78% of individuals employed by companies that match employee donations have no idea that they do so⁠—or that they themselves would be eligible to participate. This knowledge gap regarding the programs is one of the leading causes of billions of dollars in unclaimed matching gift funding being left on the table each year.

So get proactive about it! Be sure donors are informed about matching gifts and other employee giving initiatives by highlighting the programs within your organization’s —

Workplace giving marketing is a particularly impactful engagement tool, driving participation in corporate philanthropy programs alongside individual contributions. And if you’re looking to take your young donor engagement to new heights, you won’t want to overlook these initiatives and the impact they bring.

Interested in learning more about engaging young donors? Check out our immersive webinar on the topic!

Reaching Young Donors Webinar

Learn more about end-of-year fundraising and matching gifts in this guide.

End-of-Year Fundraising & Matching Gifts: It’s Not Too Late!

Boost your end-of-year fundraising and matching gifts with Double the Donation!

Year-end giving is officially upon us—but luckily, it’s not too late to get started with matching gift tools and strategies before the ball drops on New Year’s Eve.

As you likely know, the end-of-year fundraising season is a critical time for nonprofits of all shapes and sizes. What better way to maximize such an impactful opportunity than with matching gifts?

Our studies show that an estimated $4 to $7 billion in available matching gift funding goes unclaimed each year, essentially leaving tons of corporate donations on the table. And the #1 reason for this significant gap is a lack of awareness of such programs!

This holiday fundraising season, set your organization up to make the most of these giving programs by increasing donor awareness—and we’re here to help! Let’s discuss this particularly relevant topic and its importance for any fundraising organization, with these key points:

⁠Ready to dive deeper into fundraising research and learn more about matching gift software, strategic donor appeals, retroactive outreach, and automated email streams? Let’s get started!

The Correlation Between Matching Gifts and Year-End Giving

End-of-year fundraising and matching gifts are each vital components of a successful nonprofit strategy. Not to mention, the two complement each other very nicely⁠. More donations flowing during the holiday season means more potential for matches, and promoting matching gift opportunities to donors leads to more and bigger donations in the first place!

Let’s take a closer look at some statistics that help illustrate the power of both year-end fundraising and matching gifts.

Here's why you should prioritize end-of-year fundraising and matching gifts.

End-of-Year Fundraising By The Numbers

  • 30% of annual giving happens in December.
  • 10% of all annual donations come in the last three days of the year.
  • 50% of nonprofits receive a majority of their annual funding through year-end giving.
  • An average of $48 billion is donated to nonprofits in the holiday giving season each year.
  • 1/3 of nonprofits incorporate two or more “touches” in their end-of-year appeals.

Sources: Double the Donation and Nonprofit Hub

Matching Gifts By The Numbers

  • Over 26 million individuals work for companies with matching gift programs.
  • 84% of survey participants say they’re more likely to donate if a match is offered.
  • 1 in 3 donors indicated they’d give a larger gift if a match is applied, resulting in a 51% increase in average gift size.
  • Mentioning matching gifts in fundraising appeals results in a 71% increase in response rate.
  • Leveraging a matching gift automation tool can double or triple an organization’s matching gift revenue.

Sources: Double the Donation and 360MatchPro

Graph showing the correlation between end-of-year fundraising and matching gifts.What It Means for End-of-Year Fundraising and Matching Gifts

Matching gifts and end-of-year giving strategies go hand-in-hand for effective fundraisers.

Since a large percentage of an organization’s total revenue typically comes from year-end giving, it makes sense that you’d want to double those gifts. And because matching gift promotions often result in a significant increase in both the number and size of donations, it’s a great way to make your appeals stand out and keep your organization at the forefront of donors’ minds for longer!

4 Tips to Get Started With Impactful EOY Gift-Matching in 2022

Now that you understand the importance of matching gifts and their relevance during the holiday fundraising season, what actionable next steps can you take to get started? These four tips should help!

1. Set up matching gift software ASAP.

You might worry that it’s too late to get started with any new software this year⁠—but that’s simply not true. In fact, the end of the year is typically the time you rely on fundraising software the most. You already have a lot on your to-do list, and equipping your fundraising team with the best tools also provides you with the biggest impact for the lowest effort.

Luckily, implementing matching gift software can be quick, easy, and massively effective! Check out this case study from a nonprofit that was set up for matching gifts in mere hours:

The Metropolitan YMCA of the Oranges was able to be fully onboarded with Double the Donation’s tools within 12 hours of buying⁠—all in time for an evening fundraising event on the same day! During this period, Metro YMCA of the Oranges integrated our matching gift tool with their online donation forms, configured automated matching gift follow-ups, and embedded the company search database in their website.This YMCA got set up with matching gifts in less than a day, which means it's not too late for your end-of-year and matching gift efforts.

In the following ten months, they identified more than $32,000 in match-eligible donations and maintained a 61% matching gift email open rate and a 9% click-through rate (each more than 3x higher than the average nonprofit).

The moral of this story? Tight turnaround times for software implementation are entirely possible when you need to get up and running quickly⁠—like when the end of the year is quickly approaching. However, it is a priority that you’ll want to dive into matching gifts as soon as possible to make the most of your tools as year-end giving ramps up.

2. Highlight matching gift opportunities in end-of-year appeals.

You might have already drafted your 2022 year-end fundraising appeals, or you might be working on them right about now. Either way, consider adding a section about matching gifts!

As the statistics above illustrate, nonprofit supporters tend to be more likely to give (and to give in larger amounts) when they know there’s a match being offered. Donors love having the opportunity to see their gifts stretch significantly further, making a larger impact on a cause they care about.

Picture this:

Jeff is an avid supporter of your organization, but it’s the end of the year, and he’s tight on funds. He was considering skipping his year-end donation this year (thinking, “what good could my $50 really do, anyway?”) when he was informed that his employer, Coca-Cola, would match his gift at a 2:1 rate.

All of a sudden, he realized his initial gift could be worth $150⁠ (which seems a lot more significant to Jeff⁠), and he made his donation. That’s $150 you likely wouldn’t have collected if not for matching gifts⁠—and there are a lot of “Jeff’s” in the world, too!

The way you market matching gift opportunities to supporters can be simple. Incorporate a reminder about matching gift programs in your social media, email, text, and other appeals, and across your nonprofit website as well. Consider saying something like this: “Make your year-end donation go further this year with company gift-matching. See if you’re eligible here.”

Matching gifts can be exactly what you need to coax on-the-fence supporters into becoming end-of-year donors for your cause, and it often starts directly within the donation request itself!

3. Reach out to match-eligible donors retroactively.

When you incorporate matching gift outreach into your end-of-year strategy, it doesn’t have to be solely focused on new donations, either. Many gifts made throughout the year may still be eligible for a match!

Each business that offers a matching gift program chooses its own match request criteria and submission guidelines. While it varies from company to company, many employers grant employee matches through the end of the calendar year in which the initial gift was made. So for a good deal of your match-eligible donors, their request window might be closing quickly.

That makes the end of the year a perfect opportunity to reach back out to these individuals, remind them about matching gifts, and encourage them to complete the request process with their employer. This is a fantastic way to boost year-end revenue from existing donors without requiring them to reach back into their own wallets.

4. Leverage automated end-of-year email streams.

Another significant roadblock to matching gift success lies with nonprofit fundraising staff who feel they don’t have time to manage and promote the process. Luckily, that’s where matching gift automation comes in!

Here's an example of automated outreach for end-of-year fundraising and matching gifts.Automated email streams enable nonprofits to configure a number of customizable messages (such as one for match-eligible donors, one for likely ineligible donors, and one for donors with unknown eligibility) that are triggered when an individual gives to your organization. This ensures that every donor receives matching gift outreach in a timely manner and that no donation falls through the cracks, even when your team is juggling 100 different end-of-year tasks.

These email streams can either take place directly following a donation (typically within 24 hours of the initial gift) or retroactively with separate end-of-the-year email streams, as detailed above. Both are excellent ways to encourage donors to participate in their matching gift programs and drive additional revenue for your cause.

Regardless, you’ll want to provide the donor with as much employer-specific information as is available, including donation minimums and maximums, match ratios, submission deadlines, and direct links to their company’s online request forms. And your automation system can gather all of that data so that you don’t have to!

It’s not too late to launch matching gift strategies this year-end fundraising season, but it is time to get started now. The longer you wait, the more potential matches you’re missing out on.

Incorporate these practices and invest in powerful, innovative tools to make the most of corporate gift-matching in the remainder of 2022. As an added bonus, you’ll be all set to get your 2023 gifts matched, as well.

Good luck, and happy fundraising!

Boost your end-of-year fundraising and matching gifts with Double the Donation!

How to Manage Your CyberGrants Portal For Smart Nonprofits

How to Manage Your CyberGrants Portal [For Smart Nonprofits]

Corporate matching gifts are one of the best ways for nonprofits to maximize their fundraising with bonus donations and increased donor engagement. And how exactly do nonprofit organizations receive funding through these matching programs? It all starts with a request from the initial donor and typically is processed through a corporate giving or CSR platform.

In terms of CSR platforms, one key platform to keep in mind is CyberGrants.

Corporate giving platforms like CyberGrants are sold to corporations looking to manage their philanthropy. But there’s another side of the platform that is designed specifically for nonprofits⁠—a portal with which fundraisers can manage their incoming matches, verify initial donations, facilitate volunteer grant requests, and more. And best of all? It’s free!

If you’re interested in learning more about CyberGrants for nonprofits and how to best manage your CyberGrants portal for maximal success, you’ve certainly come to the right place. In this guide, we’ll walk you through the following:

In the end, you should have a solid foundation of knowledge surrounding CyberGrants and its nonprofit-specific tools that can lead your organization in the right direction.

Ready to dive in? Let’s get started with the basics.

What to Know About CyberGrants

With over 400 corporate customers, CyberGrants is one of the largest providers of matching gift and corporate giving software for companies⁠, and it’s known for allowing the most customization of any CSR platform. In summary, each company that organizes a matching gift program through CyberGrants can adjust its donation verification process, types of gifts to match, email notifications, number of subaccounts, and more.

From the perspective of the organizations receiving the matches, this can sometimes lead to an overwhelming process. That’s why we recommend nonprofits setting themselves up for CyberGrants success by documenting and keeping up with the information they need to complete their end of the matching gift process. And we’re here to provide you with tips and tricks on how to do so!

How to Manage Your CyberGrants Portal - and what to know about CyberGrants

Benefits of CyberGrants for Nonprofits

Some of the largest matching gift companies in the world⁠—including Verizon, General Electric, Johnson & Johnson, PepsiCo, American Express, and many more⁠—use CyberGrants to manage their corporate giving. The more companies that utilize any particular platform, the more likely your organization is to qualify for matching gifts made available through said platform. Thus, CyberGrants is a particularly beneficial portal to get started with.

Learn how to manage your CyberGrants portal so you can accept matches from companies like these.

From there, registering your organization with the nonprofit portal will allow you to increase the visibility of your cause among charitable givers, elevate your matching gift eligibility, and simplify matching gift requests for your donors⁠—all of which elevate the likelihood of matches being driven to completion.

Not to mention, pre-registering your cause with platforms like CyberGrants will streamline the process for you and your team when matching gifts do become available. You’ll already have the legwork down, meaning you’re ready to verify gifts and accept matches with ease.

CyberGrants’ Matching Gift Verification Process Overview

The exact matching gift process⁠—from initial donation and employer match request to nonprofit verification and corporate match disbursement⁠—can vary greatly from one company to the next. On the nonprofit end, one of the biggest priorities has to do with verifying with the company that an employee donor’s contribution was actually made.

Today, the majority of companies that use CyberGrants require the NPO in question to verify that the organization received the employee’s initial donation. However, other employers do not require manual verification at all, instead opting to authenticate donations through gift receipts or rely on the goodwill of their employees.

For each matching gift request from CyberGrants, the NPO will receive a unique Gift ID to identify that donation via automated email. From there, the Gift ID and donor’s last name will be used to verify the donation in the CyberGrants portal. Depending on the company’s settings, a donation amount, contribution date, and access code may be provided as well.

Take a look at this example of a matching gift request;

Learn how to manage your CyberGrants portal with sample emails.

Meanwhile, here’s a sample matching gift request with different information, including an access code;

Learn how to manage your CyberGrants portal with sample emails.

In each sample email, the organization is prompted to follow the instructions provided by CyberGrants on behalf of the donor’s employer. In both cases, the matching gift recipient is asked to navigate to the CyberGrants website, enter the supplied information, and verify the donor’s gift.

From there, the company can approve the match and disburse the appropriate funding to the organization.

FAQ | How to Manage Your CyberGrants Portal

Still have questions? Many organizations do⁠. We’ve compiled a list of some of the most-asked questions (and answers) from nonprofits looking to manage their CyberGrants portals to produce the greatest results.

What is FrontDoor?

FrontDoor is CyberGrants’ consolidated portal with which nonprofits can register to manage and verify gifts across employers and programs with ease.

Currently, companies that utilize CyberGrants for matching gift management have the choice to opt into participating via FrontDoor’s portal. At this time, CyberGrants is actively advocating for more companies to get started with FrontDoor⁠ and make the most of innovative features, such as the Donations Tab. This allows nonprofit users to verify donations in a single window, rather than requiring that they manually log into each company or subaccount’s portal through a separate URL.

Here’s what it looks like for nonprofit users;

How to manage your CyberGrants portal using FrontDoor

Overall, FrontDoor makes the verification process faster and easier for users and enables nonprofits like yours to get more out of available matching programs.

What are subaccounts?

Subaccounts are essentially additional accounts nested within an organization’s main account and can be created by the nonprofit itself or by a donor, depending on a company’s subaccount creation and management settings.

Let’s take a look at a company with a few subaccounts nested in their main portal;

How to manage your CyberGrants portal with subaccounts

And here’s a company that chose to create a central portal with no subaccounts;

How to manage your CyberGrants portal with no subaccounts

Generally, subaccounts can reflect an organization’s multiple chapters, branches, or locations within the organization, or they can be nominated by a donor who didn’t see an account that reflected their desired organization. However, it’s important to keep in mind that the more subaccounts in a portal, the greater the likelihood that there will be matching gift requests that end up “hiding” from them.

Most companies have subaccounts within their company portal. The number of subaccounts able to be created is dictated by the company (for example, there might be an unlimited number of subaccounts that can be created or this ability may not even be available to their employees). Some have over 70, while others have only a central portal or 2-3 subaccounts.

Why do we receive grants from companies for which we have not confirmed any matching gift requests?

Not all companies require verification from the organization for matching gifts and volunteer grant requests. Typically, if a company doesn’t ask the nonprofit to verify a gift or volunteer hours, it is because the employee has already verified the gift by attaching a donation receipt or proof of hours volunteered with their submission request.

Some, but not all, of these companies will send email notices of approved requests that let the nonprofit know when a payment is on the way. Companies may also utilize CyberGrants to allow their employees to make payroll deductions to an organization, which may or may not result in an email notification being triggered through the system.

What happens if we receive a request we don’t qualify for?

Occasionally, your organization may receive a gift verification request from a company even though your cause doesn’t qualify for the company’s matching program. For example, this may occur in cases where a company matches solely to educational institutions or won’t match to religious or politically affiliated organizations, and your organization falls into an excluded category.

However, regardless of the company’s requirements, employees can still submit match requests, which is why your team may see ineligible verification requests flowing in. Even if your organization verifies the initial gift in your portal, it’s likely that the company will reject the match request and no payment will be sent.

Will all pending matching gift and volunteer grant requests show up on the Donations Tab?

Unfortunately, not all requests will show up in FrontDoor’s Donations Tab. Some companies have opted out of using the tab entirely, whereas others have opted in only partially. In these cases, some requests may not populate in your organization’s Donations Tab.

To know if a particular company has opted in, you can submit a support request to the company via CyberGrants. From there, we recommend recording and organizing their response so your organization can develop the proper verification process in the future.

Why is there a gift under the Donations Tab that is from a company not listed under the Company Portals Tab?

If a gift is listed under the Donations Tab and not under the Company Portals Tab, the company might be new to CyberGrants and is still being configured. Or alternatively, this is your organization’s first gift request from the company.

The gift can be confirmed in the Donations Tab, but you will likely want to add the company to your sidebar for easier access to future gifts. To do so, input the donor’s last name and the gift ID into the Add Company section at the bottom of the portal’s sidebar. Submit and confirm access, and the company should be visible immediately after refreshing the page. If not, you can send a support ticket, and CyberGrants should be able to add the company from their end.

Best Practices for Nonprofits Using CyberGrants

Now that you understand the basics of CyberGrants, let’s go over a few tried-and-true tips for making the most of the platform.

To simplify the process as much as possible and minimize the amount of overhead required, we recommend the following;

1. Create a login sheet.

Companies that have yet to fully transition to CyberGrants’ FrontDoor have a different link to their company portal that cannot be accessed through the main FrontDoor link.
As such, it’s a good idea for organizations to identify those that don’t use FrontDoor and establish and maintain detailed documentation for these companies⁠—including the URL and login information for each.

Additionally, it’s ideal that an organization uses the same contact information for each company portal beyond FrontDoor. Most essentially, be sure to utilize a single email address for your CyberGrants logins as the main notification channel for gift verifications. This will establish that all emails requesting confirmation of gifts will be sent to the correct inbox that your staff will have access to and know to check on a regular basis.

2. Establish a process for locating “hidden” gifts.

Each company that uses CyberGrants can configure if and how they want to notify organizations about new matching gift requests⁠—and some companies opt not to enable notifications at all.

As a result, nonprofits should have an established system in place to regularly check for matching gift requests that either ⁠—

  • Don’t show up in the Donations Tab;
  • Haven’t been automatically emailed to the organization.

Fortunately, these “hidden” gift requests should make up a small percentage of the total gift requests that the nonprofit receives, so these checks could be infrequent⁠—such as a few times a year.

Keep in mind that although many companies allow twelve or more months for submitted requests to be approved by the organization, some offer as little as 90 days from the date of submission. Thus, teams should factor each company’s deadlines into their decision-making process regarding exactly how frequently to check that company’s portal for gifts.

3. Make a plan for subaccounts.

Sometimes, an organization will receive an email from CyberGrants informing them that a company’s employee has nominated the nonprofit for inclusion in their Employee Giving Program. When this occurs, the organization has a few options regarding how it can respond.

For example, the nonprofit can choose to follow the instructions provided in the email to review and edit the information in the nomination request. Then, they can later confirm it, which will create a new subaccount in that company’s portal.

Alternatively, the organization can respond to the request and ask that CyberGrants associate the nominated account with one of the existing subaccounts for that company. This option can be helpful when the organization has several existing subaccounts and does not want any more to manage and follow up with. (Hint: Nonprofits should especially monitor and limit the number of subaccounts created in portals that utilize hidden gifts.)

4. Produce a “Portal Information” document.

To simplify gift verification, we recommend that nonprofits have a dedicated document they can reference while confirming initial donations. This document should host basic details about your organization (such as mailing address, contact information, EIN, and more) and ACH information, if applicable.

Each company requires different data for its verification process. Some ask for little to no information, while others may request a list of current board members, race/ethnicity breakdowns of the population served, and even the nonprofit’s annual budget. Having a unified location from which to derive all these particulars will make it significantly easier for the organization to confirm its pending gift requests.

CyberGrants is an invaluable tool for nonprofits looking to make the most of matching gifts. By managing your organization’s portal well and taking steps to streamline and standardize matching gift requests, you can set your team up for ongoing success using all the resources at your disposal.

Interested in learning more about matching gift programs and best practices to maximize your organization’s success? Check out our other educational resources:

Get started with matching gift best practices, with Double the Donation.