Double the Donation and Boost My School are pleased to announce their new collaboration in the form of an integration between Boost My School fundraising forms and 360MatchPro, the most advanced matching gift automation tool provided by Double the Donation.
“At Boost, we’re always looking for ways to help our school customers bring in more money while streamlining data processes,” said Holman Gao, Founder and CEO at Boost My School. “With a seamless integration into Double the Donation and the 360MatchPro platform, schools get powerful matching gift functionality and make it easy for their supporters to double their impact with a match.”
Boost My School and Double the Donation collaborated to create the new integration, which interacts with donors about their matching gift potential on the donation form, confirmation page, and in their emails after completing a transaction.
“Schools are always looking for opportunities to deepen the impact of their network of eager supporters, alumni, and parents,” said Adam Weinger, President at Double the Donation. “The integration between 360MatchPro by Double the Donation and Boost My School forms advances efforts toward that goal with every transaction.”
Read on for more details about how this partnership impacts schools and their donors.
Activate in Seconds and Start Raising More from Matching Gifts!
Boost My School and Double the Donation work closely with school clients to meet their fundraising needs. To get set up with the Boost My School and 360MatchPro integration, all mutual clients need to do is contact their Boost representative with their API key information and the Boost team will activate the integration on the school’s behalf. The Double the Donation Client Success team assists throughout the process to make onboarding a seamless experience.
Speaking of seamless–once the integration is activated on the client’s Boost My School form, donors can start searching their company name and discovering their match eligibility instantly from the giving page. The 360MatchPro auto-complete search tool on the Boost My School donation page prompts donors to enter their company name to see if they’re eligible for a match from their employer.
From here, 360MatchPro goes to work finding the company’s matching gift program from Double the Donation’s database–and with over 25,000 in the database records and over 65% of Fortune 500 companies boasting matching programs, there’s a high likelihood of a supporter finding their employer’s program through the process. 360MatchPro can then notify the donor of their match potential, share details of their employer’s program, and guide the donor through their matching gift request process.
360MatchPro also initiates smart, automated follow up emails with the donor to make sure schools capture as much information and match eligible donors as possible.
Drive More Matching Gifts to Completion with 360MatchPro!
360MatchPro allows schools, universities, and nonprofits to take more control over their matching gift strategy without creating more work for an already incredibly busy staff. Now, Boost My School clients can take that powerful functionality to the next level with an integrated experience.
Some additional features schools can expect to leverage:
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.
About Boost My School: Boost My School is the most complete payment solution for advancement teams. The platform helps K-12 and higher ed customers raise $50M a year to grow their annual giving, capital campaigns, reunions, and fundraising events. To learn more, visit: https://www.boostmyschool.com/.
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, visit https://360matchpro.com/demo-request/
https://doublethedonation.com/wp-content/uploads/2023/04/DTD_Boost-partnership-announcement-1.png290775Adam Weingerhttps://doublethedonation.com/wp-content/uploads/2022/03/logo-dtd.svgAdam Weinger2023-04-19 12:00:492024-10-30 16:27:42Boost My School Partners with Double the Donation to Release Advanced Matching Gift Functionality with 360MatchPro
EveryAction and Double the Donation Partner to Launch Advanced Matching Gift Integration
Double the Donation is excited to announce a new integration with EveryAction, which is becoming Bonterra, a nonprofit CRM, donor management, and fundraising software, intended to help your organization do more good. This new partnership drives more revenue for nonprofit organizations through a seamless technical integration between EveryAction donation forms and 360MatchPro’s automated gift matching platform.
“Corporate philanthropy programs are a big opportunity for maximizing gifts and our organization knew it was important to help fundraisers harness these funds,” said Russ Jenkins, SVP of Fundraising & Engagement Products at Bonterra. “360MatchPro by Double the Donation is the logical integration choice for matching gift automation. We can’t wait to see see organizations increase revenue with our combined feature.”
This new integration will capture donors’ matching gift eligibility as they give, then 360MatchPro’s automated workflows connect donors with actionable matching gift next steps post transaction. Using this technology, nonprofits can simplify the matching gift process for their donors and drive more matches to completion, effectively doubling (or even tripling) revenue.
“Double the Donation is excited to launch this partnership and add valuable matching gift marketing and automation technology to the Bonterra platform,” says Adam Weinger, President of Double the Donation. “Our mutual users can get set up with 360MatchPro’s matching gift automation functionality and start raising more in minutes.”
With the majority of donors unaware of their matching gift eligibility status, billions of dollars in available fundraising revenue go unclaimed each year. Matching gift automation like 360MatchPro can close this revenue gap and open the door to increased fundraising opportunities.
Activate in Seconds and Start Raising More from Matching Gifts!
EveryAction and 360MatchPro have a seamless integration that allows for a quick and simple set up process. Organizations with a 360MatchPro account can log into their EveryAction dashboard and select the Double the Donation integration from the Administrative Menu to connect the two platforms. Then, add the matching gift solution to your preferred donation forms and see the matching gifts roll in.
Once the integration is configured, 360MatchPro gets to work identifying match-eligible donors both during and after the donation process to ensure no matching gift opportunities slip through the cracks. With customizable follow up emails and tailored touchpoints, 360MatchPro connects donors to their matching gift next steps and drives more matches to completion.
With the EveryAction and 360MatchPro integration, your organization can focus on the things that matter most while automation takes care of matching gift outreach, follow-ups, and next steps. This streamlined solution makes it easy to save time and raise more.
Drive More Matching Gifts to Completion with 360MatchPro!
360MatchPro and EveryAction offer valuable matching gift features to help your organization double donations for your mission.
With the power of this solution, your organization can:
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. Targeted 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.
About EveryAction: EveryAction, along with CyberGrants, Network for Good, and Social Solutions, is becoming Bonterra. Bonterra enables and elevates the hardworking people at social good organizations by bringing together intuitive, powerful tools and technology.
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 visit https://360matchpro.com/demo-request/
https://doublethedonation.com/wp-content/uploads/2023/04/Double-the-Donation-EveryAction-feature.png290775Adam Weingerhttps://doublethedonation.com/wp-content/uploads/2022/03/logo-dtd.svgAdam Weinger2023-04-18 10:00:272023-09-14 21:59:50EveryAction and Double the Donation Partner to Launch Advanced Matching Gift Integration
Did you know that an estimated $4-7 billion in unmatched funds goes unclaimed annually? What would it mean for your nonprofit if you could generate an extra 15% or 20% of revenue annually purely through matching gifts?
Suggesting matching gifts to your supporters can be an important step in cultivating a deeper relationship. It allows you to engage with your supporters and empower them to uncover untapped potential generosity for your organization.
But it’s not a matter of snapping your fingers and voila, matching gifts appear! In order to generate that increase in generosity, your supporters need to first be made aware of matching gifts. In order to do that, you need to educate your supporters about their company’s possible matching gift programs and suggest that they get involved.
In this helpful guide, we’ll dive into how Virtuous’ responsive fundraising framework enables your organization to build meaningful and personal relationships with your donors. Plus, increase their generosity to help you achieve mission-critical goals.
What is Responsive Fundraising?
Responsive fundraising puts the donor at the center of your fundraising strategy and enables you to grow giving through optimized donor journeys that respond to the unique needs of each individual. Through the four phases — listen, connect, suggest, and learn —the responsive approach enables nonprofits to build trust and loyalty through personalized engagement and provide the most value to their supporters.
In a hyper-connected world, donors want to feel like members of a community. They want to understand their role in the impact your organization is making. Perhaps most important of all, they want to be thanked sincerely and personally for their contributions.
Responsive fundraisers look to create deep connections that serve donors in the right way. Let’s dig in more to each part of the Responsive Framework to understand it better.
Listen
In order to successfully build a relationship with your supporters you need to learn more about them. Listening is crucial for learning and understanding who your supporters are and why they want to engage with you. Listening to your supporters can happen directly through conversations or indirectly via social listening, website activity, and email tracking. The more you listen, the more you begin to understand your supporters!
Connect
Giving is deeply personal, and you should connect with your donors in a way that acknowledges and respects that. Regardless of the channel (website, email, mail, or phone) or medium (in-person or digitally) you want to connect with donors in a way that is one-to-one, contextual, and collaborative.
Responsive fundraising ensures you connect with the right supporter at the right time with the right message. With the responsive framework, nonprofits should personalize the experience every time they connect with every donor. When a supporter visits your website, attends an event, receives an email, or gets a phone call, they should feel like they are part of an ongoing conversation with your organization — enabling you to build lasting connections and increase trust.
Suggest
Below we will dig into the “Suggest” step on a much deeper level. However, at a birds-eye view, once you’ve established trust with your donors by listening and connecting in personal ways, you have an opportunity to suggest next steps that are the best fit for each individual.
Responsive fundraising acknowledges that everyone has unique value and something to give, instead of generic, unresponsive asks that push everyone to do or give the same thing.
Learn
Experienced fundraisers know that, while there are best practices and great ideas out there about fundraising, nothing is “one size fits all.” The only way to know for sure what works with your unique supporters is to test and experiment. The results you get will help inform what you do next and how you do it.
By continually learning as you go, your organization will become more and more responsive. Responsive fundraising is a continually improving cycle. When you take a responsive approach, you’ll adapt and experiment. With clear visibility into your data and a complete, holistic view of your supporters, you’ll be able to see what’s working and what isn’t, then adjust accordingly.
The Importance of Suggesting
Suggesting a next step to your supporters is important because this is where you get to prove how well you know them. If you suggest something that is aligned with your supporter’s interests and abilities, you are more likely to get a “yes” from them. If you suggest a misaligned next step, on the other hand, you put that relationship at risk.
The good news is that the responsive framework sets you up for suggesting the right thing. If you have truly listened and connected with your supporters, you should have some clarity around the suggestion step. Just make sure you are suggesting action items that are based on who your supporters are and what makes sense for them, rather than solely what your organization wants to see happen.
Why “Suggest” and Not “Ask”
It is worth noting the language of “suggest” as an intentional decision here, as “ask” is more commonly used in the fundraising community. However, we believe that the real power lies in suggesting something to your supporters, not in asking something of them.
“Ask” is a more passive way to approach requesting a donation. Because of the history of the “fundraising ask,” this word implies a financial contribution. It also implies that giving is a financial hardship, and it can feel quite transactional in nature. While financial contributions are important, using the language of “ask” can be limiting.
To open up the possibilities, responsive fundraising focuses instead on “suggesting” next steps to your supporters. It’s a two-way street where you suggest an action, but your supporters are more than welcome to respond with their own thoughts and opinions. It’s conversational in nature. And perhaps most importantly, suggesting includes a variety of impactful behaviors beyond financial giving.
Think of it this way: An “ask” would be telling a supporter what financial contribution you want from them. A “suggestion” would be connecting with your supporter and having a conversation where you provide ideas and inspiration for how they can be more involved with your organization in a targeted and personalized way.
Why Suggesting Matching Gifts Makes Sense
When you suggest a next step to a supporter, the goal is to make the right suggestion at the right time. Often, this means not asking for more financial support, especially if they just made a donation.
You want to suggest something that further deepens the relationship but is contextual and personal. It’s also important that you suggest a next step that provides value to your organization as well. If financial generosity is a top goal for your organization, suggesting a matching gift is the perfect way to meet both your organizational needs and remain relevant and contextualized in your suggestion to your supporter.
A good suggestion should be strengthen your relationship with the supporter. Suggesting matching gifts in the right way naturally cultivates a deeper relationship with your supporters. In order to successfully initiate the matching gift process, you’ll need to educate and empower your donors. That process of education and empowerment will naturally bring your supporters closer to your organization. It’s not enough to just suggest the right thing; how you suggest matching gifts matters as well.
4 Ideas for Suggesting a Matching Gift
To effectively suggest a matching gift, your organization needs to start with education. Your team and your donors need to be aware that matching gifts exist and understand what they need to do to initiate the process.
Implementing a new method for suggesting matching gifts into your donation and cultivation strategy doesn’t have to be difficult. Below are four ways to suggest matching gifts to your donors.
Regardless of how you integrate matching gifts into your donation and cultivation processes, it’s important that you craft a strategy regarding the funding source! Ignoring matching gifts altogether is leaving money on the table. It also means you are missing out on an incredibly easy opportunity to take another step in building a long-lasting relationship with your donors.
Option 1: Suggesting Matching Gifts in the Donation Process
You can make suggesting matching gifts as easy as possible by adding it right on your giving forms. This can be accomplished by integrating your online donation tools with a matching gift solution like Double the Donation. This allows you to suggest a next step for your donors right as they wrap up their initial engagement with your organization!
You can design a giving experience that prompts donors to continue supporting and engaging with your nonprofit. Building suggestions into your process makes it easier for your team to manage while still providing clear next steps for your supporters.
When creating your online form, it is also important to consider what additional information you may need for matching gift campaigns in the future. Basic profile information such as e-mail is pretty straightforward, but you may also want to consider including a “Employer” field. When donors tell you who they work for, you have all the information you need for future communications and campaigns around matching gifts.
Option 2: Build the Suggestion Into Your Thank You Cadence
Similar to suggesting matching gifts directly on the giving form, building the suggestion into your thank you cadence helps make this an automated process. In order to implement this, first take stock of your existing thank you cadences. Every organization approaches this slightly differently, so here are some suggestions that you can build into your process wherever it makes sense.
Thank You Phone Calls
When calling donors to thank them, make sure you’re prepared to suggest a matching gift. When your nonprofit database contains helpful employer information, your staff can even prepare before the call by researching whether that employer matches employee donations. That level of personalization and thoughtfulness is truly impactful! With the Virtuous – Double the Donation integration, this step can easily be conducted within the CRM, saving your team valuable administrative time.
Thank You Emails
Add in a simple call to action in your thank you emails that prompts donors to look into whether their company has a matching gift. This can be standard language you include that links out to helpful resources (such as your dedicated matching gift page and embedded company database search tool) or suggests that they call your organization’s HR department directly for more information.
Thank You Texts
Nowadays, an increasing number of organizations are reaching out to donors via SMS. Texts are unique because of their short and sweet nature. Though you’ll want most of the text to focus on thanking the donor for their contribution, consider incorporating a quick blurb with a link to to learn more about matching gifts.
Option 3: Email Your Donors Suggesting a Matching Gift
Another way to suggest matching gifts to your supporters is via a marketing campaign designed and delivered from your nonprofit CRM. This option allows you to conduct personalized outreach to your supporters that is based on donor signals.
For this campaign, the donor signal you want to look for is employer information (which you’ll want to have a dedicated field in your CRM to track). Remember, you’ll want to include this field on your online giving forms so that you can more easily gather the information. That way, if you know a supporter works for a company with a matching gift program, you’ll know to include that individual in your next matching gift email campaign.
To implement this campaign, consider sending an email to everyone who donated recently (e.g., last 30 to 60 days) and did not initiate a matching gift already. Alternatively, you might set this up as a re-engagement campaign, where you reach out to lapsed donors, encouraging them to donate again and look into matching gifts.
When suggesting matching gifts in any context, but particularly via an email campaign, offer to help your supporter in this process. Encourage donors to connect with a member of your staff to further the conversation. Include links that can help your supporters navigate matching gifts. Responsive fundraising is all about building meaningful connections with your supporters. Providing context and resources is a great way to make this suggestion meaningful and actionable.
Option 4: Suggesting Matching Gifts in Ongoing Cultivation Efforts
Anyone who is cultivating relationships with supporters should be prepared to have a conversation about matching gifts. The greatest obstacle to suggesting matching gifts is the education gap. Fundraisers and (some) donors understand that matching gifts exist, but they are not equipped enough to feel empowered to act on matching gifts.
Educating your supporters starts with educating your own internal team. Take advantage of the resources available. Partner with organizations like Double the Donation who provide both an integration with your online giving form and educational support for your team. Anyone who is talking to donors or prospects on a regular basis should be able to have an educated conversation if the opportunity for suggesting matching gifts arises in their cultivation efforts.
Pursuing matching gifts is a great suggestion when cultivating a relationship with someone who wants to give but is showing hesitancy about their financial ability to contribute more. If they are passionate about your mission but indicate they are not in a place to make a large donation, suggesting that they look into matching gifts is a great way to keep the conversation alive. They may not be able to donate a significant amount themselves, but if they can give a little and their company matches, they immediately double—and sometimes even triple—their impact. While we all know that any donation is better than none, the appeal of a matching gift may be enough to inspire a donor to action!
Other Suggestions to Make
Matching gifts are not the only engagement opportunities you can suggest to supporters. Depending on where they are in their donor journey, additional suggestions might include:
Sharing your organization on their social media profiles to spread awareness;
Inviting them to an event or a tour of your facilities;
Sharing upcoming volunteer opportunities;
Fundraising on behalf of your organization.
Make a list of all the ways a supporter can get involved with your organization, and use that as the basis for suggesting next steps to your supporters in the future.
Conclusion
Responsive fundraising is all about meeting your supporters where they are and building the relationship from there. Matching gifts are a great way to continue a conversation with your donors—or even to inspire someone to donate in the first place.
Regardless of the suggestion you make, always personalize your donor outreach. When you listen and connect with your supporters, you will be fully equipped to make the next best suggestion that works for everyone – resulting in more generosity and better relationships!
Double the Donation is proud to partner with Givinga to help employees of companies with matching gift programs more effectively submit their matching gift requests.
“We believe there are innovative and impactful ways to expand corporate matching, and our partnership with Double the Donation gives us an opportunity to showcase our Easy Match capabilities,” said Joe Phoenix, Cofounder and CEO of Givinga. “Combining Double the Donation’s charity matching services with our corporate-giving-made-easy capabilities will allow our partners to reimagine corporate philanthropy by aligning with employees and customers to maximize impact.”
With matching gift auto-submission, donors who give to nonprofits using 360MatchPro can not only discover their match eligibility in real time as they give, but can also immediately submit their matching gift request – no redirect required.
“We’re excited to begin offering our nonprofit clients what they’ve been requesting since the birth of matching gifts: a way for donors to submit their matching gift requests with no hassle,” said Adam Weinger, President at Double the Donation. “Double the Donation and Givinga are aligned in our mission to close the matching gift loop to benefit nonprofits, donors, and companies alike.”
Givinga and Double the Donation look forward to expanding the possibilities for donors to give flexibly with the support of their employers, and for nonprofits to reap the benefits of matching gift programs as auto-submission continues its journey to full release.
The Matching Process Made Easy for Donors, Companies, and Nonprofits
The new integration between Givinga and 360MatchPro by Double the Donation means after giving on an integrated donation page where 360MatchPro is enabled, donors can immediately submit their matching gift request directly from the nonprofit’s donation confirmation page.
Employees of Givinga clients can then enter their company email address, then choose how much of their available matching funds they can request to be sent to the nonprofit. Once the donor hits “Submit” – that’s it! The matching gift request has been submitted, without any need for a redirect or re-entry of donation information.
Making Corporate Philanthropy Better, One Match at a Time
Givinga and Double the Donation’s partnership brings donors, companies, and nonprofits closer together in making a positive difference, one match at a time. If you want to learn more about our matching gift auto-submisison beta initiative, read more here–and if you’re just getting started with matching gifts as a nonprofit or higher education institution, request a demo from Double the Donation today!
About Givinga:Givinga is on a mission to redefine philanthropy. They’ve developed tools and technology to remove the traditional barriers to philanthropy, empowering companies to develop modern giving solutions that align with and enhance their corporate strategy. Givinga’s technology, Philantech®, supports workplace giving programs, brands seeking to enhance their charitable impact, startups reimagining B2C charitable giving, foundations looking to increase donor engagement, and more.
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.
https://doublethedonation.com/wp-content/uploads/2023/03/DTD_Givinga-announcement-feature.png290775Adam Weingerhttps://doublethedonation.com/wp-content/uploads/2022/03/logo-dtd.svgAdam Weinger2023-03-16 11:21:412023-12-14 21:05:44Givinga and Double the Donation Partner to Enable Matching Gift Auto-Submission
Double the Donation and CharityStack are proud to announce a new partnership together, providing advanced matching gift functionality to nonprofits looking to raise more without having to ask for more out of their donors’ wallets.
The partnership comes in the form of an integration between 360MatchPro, Double the Donation’s most advanced matching gift software, and CharityStack’s intuitive donation pages.
“Partnering with Double the Donation was an easy choice,” said Mubarrat Choudhury, Founder at CharityStack. “With our dynamic form designs and the 360MatchPro powered matching gift search, organizations can expect to see a solid rise in matching gift engagement from their donorbase.”
Donors on CharityStack pages can now interact with 360MatchPro’s auto-complete search tool to find their company’s matching gift programs and discover their own match potential. This closes the awareness gap for the 78% of donors who are unaware of their eligibility for a matching gift from their employers.
“It’s a simple fact that matching gift automation make a huge difference for fundraisers as they strive to meet their goals,” said Adam Weinger, President at Double the Donation. “And a direct integration between 360MatchPro and CharityStack means donors interact with matching gifts at a key point in their giving process. It’s a simple addition that boost revenue for organizations without any extra effort from their busy teams.”
Read more about the integration below!
Activate in Seconds and Start Raising More from Matching Gifts!
Getting started with the CharityStack and 360MatchPro integration is quick and easy to configure. From the CharityStack backend, nonprofit clients can add their 360MatchPro credentials to activate their integration. From here, it’s just a matter of toggling on matching for the desired forms. From there, donors can start discovering their match eligibility in no time!
Easily activate with CharityStack pages with your 360MatchPro API keys!
On CharityStack donation pages, donors can search their company name and 360MatchPro will present smart results from its database of over 25,000 corporations. 360MatchPro can then follow up with donors via email after their donation is complete to continue the matching gift submission process.
Donors can search their company name during the giving process on CharityStack donation pages.
Donors can then double, triple, and sometimes quadruple their gift impact with a matching gift from their employer sent directly to the nonprofit.
Drive More Matching Gifts to Completion with 360MatchPro!
Joint efforts between CharityStack and Double the Donation mean nonprofits can easily raise more from matching gifts–check out some more details below!
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.
Ready to start your matching gifts journey? Request a demo today and make sure to let us know you use CharityStack!
About CharityStack: CharityStack is a single platform to create your nonprofit, fundraise your first dollar, set up banking, & start making an impact. For more, visit CharityStack.org.
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.
https://doublethedonation.com/wp-content/uploads/2023/03/DTD-CharityStack-annoucement-image.png5801550Adam Weingerhttps://doublethedonation.com/wp-content/uploads/2022/03/logo-dtd.svgAdam Weinger2023-03-15 11:46:472024-10-30 16:28:43Double the Donation and CharityStack Integrate 360MatchPro Into Donation Experience
Note: This guide contains an analysis of Double the Donation’s Legacy Plan vs. 360MatchPro intended for existing users of Double the Donation’s Legacy Plan.
If you’re interested in getting started with 360MatchPro and do not already have an account, click here to get a demo of our best-in-class matching gift automation platform.
Our Legacy Plan users are some of Double the Donation’s most loyal and dedicated customers. At one point, our embedded plugin tool was considered groundbreaking technology. Over the years, we’ve worked to develop and finetune our software, and 360MatchPro was born.
As our focus continues to move exclusively toward developing the best automation solution we can within 360MatchPro, however, we don’t want our existing Legacy Plan accounts to get left behind.
That’s why we recommend that all Legacy Plan users make the switch to 360MatchPro.
In this guide, we’ll discuss the transition as we go through the following topics:
Ready to learn more about the widespread advantages of Double the Donation’s 360MatchPro—and how your team can benefit from a subscription upgrade?
Let’s dive in with the basics.
Does Double the Donation still offer the Legacy Plan?
Previously known as the “Premium Plan,” Double the Donation’s Legacy Plan was discontinued in October 2021. Though no new subscriptions were sold after this date, organizations already using the tool are still able to leverage the plugin in their fundraising efforts for the time being.
A lot went into the decision to sunset the Legacy Plan offering. Key reasonings included a widening gap between the results produced by the Legacy Plan and 360MatchPro, as well as a desire to shift our focus to innovative automation through the latter platform.
This brings us to the next question…
What is 360MatchPro?
360MatchPro is Double the Donation’s flagship product—a complete matching gift automation solution. This platform incorporates the matching gift plugin tool commonly associated with the Legacy Plan but goes several steps further to identify and pursue matching gifts.
Specifically, 360MatchPro incorporates:
A multi-faceted approach to uncovering match-eligible donors;
Timely and personalized follow-up email cadences;
Complete branding and personalization options;
Optimized data reporting and synchronization.
With 360MatchPro, more matching gifts are driven to completion, resulting in substantial corporate and overall fundraising revenue growth for its users. And the entire process is automated for nonprofits and their donors, producing an optimized matching gift experience for everyone involved.
This provides organizations with more time to devote to the most lucrative opportunities without worrying about potential matches slipping through the cracks.
Key Differences | Legacy Plan vs. 360MatchPro
360MatchPro includes everything offered by Double the Donation’s Legacy Plan, plus innovative new features that bring nonprofit and educational fundraising to new heights.
Key Feature
Legacy Plan
360MatchPro
Hosted Matching Gift Page
✓
✓
Matching Gift Plugin
✓
✓
High-Level Summary Statistics
✓
✓
Fundraising Platform Integrations
✗
✓
Automated Email Streams
✗
✓
Detailed Analytics Dashboard
✗
✓
CSV Data Import
✗
✓
Company Exclusions
✗
✓
Advanced Customization Settings
✗
✓
Additional differences between the two subscription plans include…
Matching Gifts Within the Donation Process
Instead of taking a passive approach to matching gift promotions, such as with the Legacy Plan, 360MatchPro integrates gift-matching directly within the donation experience itself.
Specifically, the automation system empowers fundraisers to —
1. Collect donor employment information within the donation form with an embedded company search tool.
Bonus: Donors who know their gifts will be matched are more likely to increase the size of their contribution—resulting in a 51% increase in average gift amount when matching gifts are mentioned.
2. Provide employer-specific matching gift guidelines and forms from our comprehensive matching gift database directly on the donation thank-you screen.
This catches donors at their highest level of engagement where they’re most likely to pursue actionable next steps outlined on the page.
This strategy makes the most of donor engagement at its highest level—while individuals are actively giving to support your cause—essentially incorporating matching gifts as a direct extension of the initial donation experience.
Automated and Customized Follow-Up Emails
Based on the information collected during the giving process, 360MatchPro automatically triages donors based on likely match eligibility and triggers targeted follow-ups accordingly.
These post-transaction email communications provide personalized program details and next steps. This often includes minimum and maximum donation amounts, qualifying nonprofits and employees, submission deadlines, direct links to online request forms, and more.
Here’s an example of what an organization’s match emails might look like:
Automated matching gift outreach is a great way to remind donors of their match eligibility, encourage them to take the next steps, and guide them through the process. Not to mention, it provides an easy way for donors to update their request status so your team can better track matches to completion and more accurately forecast incoming revenue.
70+ Fundraising Software Integrations
Another fundamental advantage of 360MatchPro is that it integrates directly with nearly all of the most popular donation tools, CRMs, and peer-to-peer fundraising platforms out there. This makes it easier than ever for nonprofits and educational institutions to incorporate matching gifts in every phase of the fundraising process.
And if we don’t already integrate with your favorite giving solution? Don’t worry—we’re developing new partnerships every day. Not to mention, there’s still a lot you can do with 360MatchPro, even without a native integration with your fundraising software.
Elevated Matching Gift Conversion Rates
More corporate matches are submitted and received by donors and organizations utilizing 360MatchPro than any other matching gift solution—including Double the Donation’s Legacy Plan.
As supporters walk through the initial donation and subsequent matching gift processes, 360MatchPro is known for driving individuals further down the respective funnels. All in all, users see more individual donation revenue in addition to elevated matching gift success.
Check out the detailed findings below in a visual depiction of Double the Donation’s Legacy Plan vs. 360MatchPro:
More In-Depth Data Reporting
Though the Legacy Plan provides access to birds-eye view statistics, such as the top companies searched in an organization’s matching gift plugin, 360MatchPro brings the scope of matching gift data reporting to a new, comprehensive level.
Pictured in a sample dashboard below, 360MatchPro empowers fundraisers with smart insights into their current matching gift efforts as well as lucrative opportunities for expanding initiatives.
This 360-degree view includes analytics such as:
Total revenue, number, and percentage of donations marked as match-eligible
Total revenue, number, and percentage of matching gifts submitted
Total revenue, number, and percentage of verified matches received
Email delivery, open, and click rates
Plus, you can sync your data—donation records, employing companies, match statuses, etc.—back to your donor management system to get the most out of the information you’ve uncovered.
Insights From Orgs That Upgraded From Legacy Plan to 360MatchPro
Don’t just take our word for it! Check out these findings from a recent analysis of fundraising organizations that made the switch:
Over 26 million individuals work for companies with matching gift programs—and 5-15% of individual contributions are marked as match-eligible.
Without automation, more than 78% of donors are unaware if their company offers a matching gift program. An additional 16% know their company has a program but lack knowledge regarding eligibility criteria and submission processes.
Moving from the Legacy Plan to 360MatchPro allows users to proactively promote matching gifts, resulting in nearly 10% of an organization’s gifts being matched annually.
Clients that upgrade from the Legacy Plan to 360MatchPro identify 4-5x more match-eligible donors by streamlining matching gifts into the donation flow.
Upgrading to 360MatchPro from the Legacy Plan results in an average of 35-50% growth in match revenue in the first year.
360MatchPro’s automated matching gift emails boast a 51% open rate, which is approximately 2x the average nonprofit email open rate.
Email domain screening, which is one component of 360MatchPro’s identification process for match-eligible donations, can result in a 1% increase in total revenue for nonprofits.
360MatchPro brings matching gift opportunities directly to your donors, funneling in corporate revenue that had previously been slipping through your fingertips. And more than 70% of the largest nonprofits are already employing the solution!
How to Upgrade Your Account to 360MatchPro
Ready to upgrade your account? It’s easy!
To upgrade your subscription from the Legacy Plan to 360MatchPro, please submit a support ticket. You’ll want to include the following information to streamline the process:
The username or primary email address on file. (If you don’t have this information, please provide the name of your organization so we can locate your account)
A request stating, “Please upgrade my account from the Legacy Plan to 360MatchPro.”
An indication that you understand there will be a prorated charge to upgrade.
From there, we’ll process the request, following up via email and connecting you with an Account Executive. Our team will work to fit your organization with the right plan for your needs. Then, we’ll get you up and running with 360MatchPro as soon as possible.
You’ll be matching more gifts than ever in no time. And you can sit back and watch it happen—while attending to more pressing mission matters. That’s thanks to the magic of automation!
https://doublethedonation.com/wp-content/uploads/2023/03/DTD_Legacy-Plan-vs.-360MatchPro-Why-Your-Team-Should-Upgrade_Feature-2.png6001600Adam Weingerhttps://doublethedonation.com/wp-content/uploads/2022/03/logo-dtd.svgAdam Weinger2023-03-10 14:32:582024-02-08 20:23:26Legacy Plan vs. 360MatchPro [Why Your Team Should Upgrade]
Double the Donation is excited to debut an enhanced Blackbaud CRM™ integration with Blackbaud’s new SKY API® technology. As a Premier ISV Partner in the Blackbaud ecosystem and a SKY API early adopter, Double the Donation is thrilled to release this updated iteration to the Blackbaud CRM integration.
This innovative solution will further streamline the matching gift process and help organizations continue to take advantage of the billions of dollars in unclaimed matching gift revenue.
“Blackbaud is constantly looking for ways to innovate and propel our technology forward, and the 360MatchPro and Blackbaud CRM integration using our new SKY API technology does just that,” said Bill Walsh, Director of Innovation Blackbaud. “With this enhancement, organizations can utilize the leading matching gift solution and raise more from matching gifts without sacrificing staff time or effort.”
This enhanced matching gift technology makes it even simpler for Blackbaud CRM users to connect their Blackbaud and 360MatchPro instances and start raising more from corporate matching gifts.
“It’s been an exciting process as our development team started working with Blackbaud’s new SKY API technology, and we are thrilled to release this enhanced integration functionality,” said Adam Weinger, President of Double the Donation. “This new technology allows organizations to focus on the most important parts of their mission while still increasing matching gift revenue with the power of 360MatchPro.”
360MatchPro and Blackbaud CRM’s integration equips fundraisers with the industry leading matching gift software, effortlessly connecting donors to next steps and raising more for the causes that matter most.
Activate in Seconds and Start Raising More from Matching Gifts!
With this seamless integration and streamlined activation process, you can connect your Blackbaud CRM and 360MatchPro instances in minutes.
Once you’ve connected Blackbaud CRM to your 360MatchPro account, you’re all set! 360MatchPro allows you to send automated email notifications to donors to determine their matching gift eligibility and then connect donors to their matching gift application form based on their employer information. This means donors can start the matching gifts process with just one click making it even easier to drive revenue with matching gifts.
Drive More Matching Gifts to Completion with 360MatchPro!
360MatchPro ensures your matching gift opportunities don’t fall through the cracks.
Take advantage of this solution 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.
Ready to drive matching gifts for your next fundraising effort? Schedule a personalized demo to learn how matching gifts can fund your mission.
About Blackbaud: The Blackbaud Partner Network is a group of leading technology and services firms providing the social good community with the solutions, applications, and strategies they need to make a difference in their local communities and worldwide. To learn more about Blackbaud’s Technology Partner program, visit: http://www.blackbaud.com/partners
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 visit https://360matchpro.com/demo-request/
https://doublethedonation.com/wp-content/uploads/2023/03/BBCRM-Launch-Announcement-Feature-Image-1.png7401550Adam Weingerhttps://doublethedonation.com/wp-content/uploads/2022/03/logo-dtd.svgAdam Weinger2023-03-06 16:11:582024-12-18 16:14:08Double the Donation Releases Enhanced Blackbaud CRM™ Matching Gift Integration Using New Blackbaud SKY API®
Double the Donation and Harness Giving have teamed up to provide nonprofits with advanced matching gift automation functionality with a 360MatchPro integration with Harness Giving forms.
“At Harness, we believe that the giving process should be empowering for the donor and stress-free for the nonprofit,” said Miraj Patel, Founder and CEO at Harness Giving. “By incorporating matching gifts seamlessly into our giving forms, donors are equipped with the tools to double their impact without major efforts from the nonprofit. It’s a clear win-win for everyone.”
The new integration allows donors to discover their match eligibility via a search from Double the Donation’s database of over 24,000 companies. Once a donor finds their company, they are presented with information on their employer’s matching gift program and are guided to complete the matching gift process.
“Our aim is to close the donor awareness gap and help nonprofits claim some of the $4-7 billion left on the table each year,” said Adam Weinger, President at Double the Donation. “With this new integration, Harness and Double the Donation are aligned in our mission to help organizations raise more from matching gifts.”
Now, mutual clients of Harness and Double the Donation can boost their fundraising potential by activating the turnkey integration. Read on to learn more about how 360MatchPro operates on Harness Giving pages.
Activate in Seconds and Start Raising More from Matching Gifts!
With the new Harness Giving and 360MatchPro by Double the Donation integration, you can easily set up a connection without any custom coding required. Just enter your API keys from your 360MatchPro account to your Harness Giving platform, toggle Employer Matching on for your desired forms, and you’re ready to go!
Once you’ve completed the setup process, donors will be able to search their employer’s name on the donation page via the 360MatchPro auto-complete search tool. 360MatchPro can then send them their next steps via email to help move that gift to completion!
The new functionality integrates seamlessly with the Harness Giving donation experience, meaning your donors can discover their eligibility while your giving pages maintain their modern Harness Giving style.
Drive More Matching Gifts to Completion with 360MatchPro!
The 360MatchPro and Harness Giving integration empower donors to deepen their impact on the organizations and campaigns they care about most, and empowers nonprofits to pursue their matching gift opportunities with more advanced and easy-to-use functionality. Check out these extra benefits:
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.
Ready to get started with raising more from matching gifts? Request a demo today and let us know you use Harness Giving for your fundraising!
About Harness Giving:With a focus on recurring giving, our subscription platform helps nonprofits create seamless, gratifying experiences – from marketing and fundraising to stewardship. Donating should never feel out of reach, so our customizable tools encourage people to give in ways that suit them best, helping nonprofits tap into a wider network of donors.
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.
https://doublethedonation.com/wp-content/uploads/2023/03/DTD_Harness_Integration.gif5501050Adam Weingerhttps://doublethedonation.com/wp-content/uploads/2022/03/logo-dtd.svgAdam Weinger2023-03-01 12:00:102023-09-14 21:26:54Double the Donation and Harness Giving Release 360MatchPro Matching Gifts Integration
Corporate matching gifts can offer a significant revenue source for charitable organizations. In order to leverage the programs, a nonprofit’s donors typically must submit a matching gift form to their employers. The form essentially allows an individual to provide details about their own qualifying donation and request an associated corporate match.
Unfortunately, this has long been a critical drop-off point for organizations looking to make the most of available matching opportunities. Many donors lack an understanding of the request process that is required of them. That’s why, for more than a decade, Double the Donation has created software aimed to simplify the process by providing company-specific details, next steps, and more.
Now, we’re taking it a step further with our easier-than-ever-before standard matching gift form. And in this guide, we’ll tell you all about it as we walk through the basics:
Unclaimed matches hinder the impact potential of charitable organizations, their donors, and the businesses partaking in workplace giving programs alike. By streamlining and automating the request process altogether, we can take an additional step toward maximal usage.
Let’s see how Double the Donation’s intuitive standard matching gift request form can help.
Top tip! Consider working with one of our suggested CSR platforms as your #1 choice for workplace giving program management. But if you’re not ready for that, our standard matching gift form is a great backup!
What is Double the Donation’s standard matching gift form?
There is a range of ways that a donor can submit a matching gift request to their employing company, and a lot of that depends on the company the individual works for. For example, one old-fashioned company might still accept paper forms that require employees to complete and scan or mail back to process. At the same time, a different business may have moved to a completely online system using a digital submission portal.
Regardless of the method with which documentation is completed, a matching gift form generally encapsulates the same information. Most often, these include three types of data points:
Donor Information — Details about the donors themselves; Frequently some combination of name, contact information, and perhaps an employee identification number.
Recipient Nonprofit Information — Provides an overview of the nonprofit the individual donor supported; Typically asks for the organization name, mailing address, EIN, and other contact information.
Donation Information — Pertaining to the recent transaction; Generally involves a donation amount and date.
As you might guess, a lot of the above information can be a bit redundant for the donor. Now, Double the Donation’s standard matching gift form pulls the necessary data points directly from the transaction, as well as information collected from nonprofits, to automatically fill in the document. Once completed, a PDF is immediately sent to the matching gift coordinator via email designated by the company.
It’s an easier process for donors and ultimately results in a greater matching gift program impact.
How does the standard matching gift request form work?
Perhaps you’re thinking, “sounds great—but how does it actually work?” In that case, let’s see the process in action for participating companies, step by step.
1. An individual makes a donation to their favorite nonprofit cause, entering their employer’s name in Double the Donation’s company search tool.
If their employing company has enabled matching gift e-submission through our standard request form, the donor will be prompted to authorize Double the Donation to submit a match on their behalf. (Typically, all the individual is required to do is enter their corporate email address and check a box!)
2. Double the Donation automatically fills in the blanks on our standard matching gift form to provide the employing company with the information they need.
Generally, donor and transaction information is pulled from the donation record itself, while nonprofit details are made available through pre-filled organization profiles within Double the Donation.
3. The auto-filled match request form is emailed in a PDF document to the matching gift coordinator identified by the company.
From there, the employer reviews the match request, as usual, to ensure the initial donation meets the company’s predetermined match eligibility criteria. Assuming it does, the match is approved, and funding is provided to the nonprofit cause!
Key benefits of our standard form for donors, nonprofits, and companies
The more you can simplify the matching gift process, the better your overall results will be. This is true whether you’re on the corporate or the nonprofit side of things. And luckily, Double the Donation’s standard match request form is designed to do just that for both parties—plus your common denominator, employee donors.
Let’s dive into a few key advantages for each perspective.
For Donors
Donors love participating in matching gift programs (in fact, 84% of individuals report being more likely to give if they know a match is being offered). But when the process involved gets too complicated or time-consuming, even dedicated and eligible donors sometimes fail to complete the task.
When all that’s asked of them is to enter their corporate email address, on the other hand, individuals will be much more likely to follow through. And in doing so, participating donors receive the benefit of knowing their support is going twice as far for a cause they care about.
For Nonprofits
According to matching gift research, only 8% of eligible donors know their employers offer a matching gift program and know how to go about submitting a match request. This significant knowledge gap plays a huge role in more than $4 to $7 billion in available match funding going unclaimed each year.
By simplifying the request process and providing an easy way for donors to submit requests to their companies, Double the Donation’s standard match form results in increased funding for nonprofit organizations.
For Companies
Companies that accept the standard matching gift form receive all the benefits of offering a matching gift program in the first place—in larger quantities. After all, the more a business donates to charitable causes, the better its overall CSR. Optimal CSR leads to elevated employee engagement (productivity, longevity, recruitment, etc.), improved image (increased sales and brand loyalty), and more.
Leveraging Double the Donation’s standard match form simplifies employee participation, thus maximizing program use levels.
Getting started with our matching gift request form
We’ve designed our standard matching gift form to be as simple as possible—while still accomplishing the intended task. And that includes the ease with which organizations and businesses can get set up.
Interested in taking the next steps? Here’s how you can quickly begin leveraging the benefits of the common match request form for your team.
For Nonprofits
If your nonprofit employs Double the Donation’s matching gift automation solution, there’s good news! Your donors are already set to partake in streamlined e-submission through our standard request form. When a qualifying individual makes a donation using your online giving form and selects their employer during the donation experience, they’ll be prompted to submit their match request automatically from your gift confirmation screen.
To ensure the match form is completed with accurate information, be sure to fill out your Organization Profile in Double the Donation. This also increases the likelihood that matches are approved by participating companies. And it simplifies the process for you, your donors, and their employers.
If your organization has yet to get started with Double the Donation, you can schedule a demo here to see our tools in action—and learn more about the impact of the standard match form.
For Companies
Double the Donation’s matching gift form can certainly simplify the matching gift request process for employees. Still, we recommend that companies leverage a complete corporate giving platform to manage their philanthropic efforts. But if you’re looking for a temporary solution to streamline matching gifts from the donor’s perspective or would like to accept our standard matching gift form in addition to your more built-out process, getting started is quick and easy.
Here’s how:
If your company has developed an employee matching program for the first time,click here to add your initiative to our comprehensive database. As you provide information about your company’s submission process, be sure to select that you’d like to use Double the Donation’s standard form.
On the other hand, if your company’s existing program is already listed in Double the Donation’s database,click here to suggest updates to your program guidelines. Then, indicate that you’d like to accept the standard match form. You’ll be prompted to enter the name, phone number, and email of the person who manages the company’s giving initiatives.
And that’s it! From there, the specified contact person will receive completed match request forms each time an employee makes a donation to a qualifying nonprofit and selects the automated e-submission choice.
Final Thoughts
The future of matching gifts is here, and it’s increasingly reliant on innovative technology to streamline and simplify the process. Double the Donation’s standard matching gift form is one example of this. As corporate philanthropy continues to become a higher priority by companies across the globe, the demand for matching gifts—and standardized processes with them—will continue to grow.
Ready to learn more about corporate matching gift programs and the tools that power them? Check out our other recommended resources:
Matching Gift Auto-Submission + CSR Platforms | What to Know. Taking our standard matching gift form a few steps further is innovative matching gift auto-submission. Browse this guide to see how auto-submission functionality, in partnership with key CSR providers, can help.
Top 24 Matching Gift Companies: Leaders in Philanthropy. Find out how many standout businesses are already partaking in corporate philanthropy! Explore these top matching gift companies to see what makes them shine and get inspired to increase your own impact.
Corporate Matching Gift Process: A Complete Step-by-Step Guide. The better you understand the matching gift process, the more your team can participate in it to drive maximum results. Walk through our detailed, step-by-step guide to learn more and see matching gifts in action.
https://doublethedonation.com/wp-content/uploads/2023/01/DTD_What-to-Know-About-Our-Standard-Matching-Gift-Request-Form_Feature-1.png6001600Adam Weingerhttps://doublethedonation.com/wp-content/uploads/2022/03/logo-dtd.svgAdam Weinger2023-01-13 16:14:442024-12-17 18:59:48What to Know About Double the Donation’s Standard Matching Gift Form
Matching gift programs have been revolutionized in the last several years, with companies of all shapes and sizes getting involved. And with this transformation is also that of matching gift forms. Ideally, employers want to offer a request process that is quick and easy for team members to participate and reduces administrative workload behind the scenes. So where does matching gift form e-sign come in?
Dive in to explore key trends and current happenings regarding employee match fundraising, particularly in terms of matching gift e-sign. We’ll walk through:
Double the Donation has long been at the forefront of corporate giving innovation. That’s why we’re here to provide your team with the context you need to understand matching gift technology, functionality, and more.
The historical significance of matching gift form e-sign functionality
Historically, many companies required donors to submit matching gift request forms on paper. After all, General Electric launched the very first matching gift program in 1954, when electronic mail was still the stuff of science fiction. Over the next few decades, many matching gift programs used the paper form model for their original program launches as they were created.
Now, let’s fast forward to 2011, when Double the Donation was established. Some forward-thinking companies had already begun offering online submission to simplify the matching gift process for their employees. As a result, Double the Donation was perfectly positioned to help these donors submit their matching gift requests by linking directly to those online portals. But some companies were dragging their feet and still requiring paper matching gift forms.
How could Double the Donation support donors whose companies required paper forms? Our solution was to develop cutting-edge matching gift form e-sign functionality. With Double the Donation e-sign, donors could simply complete a pre-filled online PDF and send it to their company’s matching gift program managers that way.
And it worked! We saw an immediate increase in the percentage of these paper-only donors who submitted matching gift requests. But at the same time, the transition to electronic-only submission in the industry was already accelerating.
The move away from paper matching gift forms
As online submissions are increasing, the inverse is true for historic paper forms—in the past few years, we’ve seen paper forms becoming significantly less popular.
For context, when Double the Donation got its start, about 70% of match-eligible employees had a paper or PDF option for submitting their matching gift requests. But by 2017, the percentage of match-eligible employees eligible to submit a paper form dropped all the way to 7.1%. And the number who actually chose to use the forms was even lower.
That’s because online portal submission is easier, faster, more secure, and all-around better for donors, the companies they work for, and the organizations they support. It’s been proven time and time again: When both an electronic submission option and a paper one are offered to the same employee group, more matching gift submissions are completed through the online process.
In fact, some of the most well-known philanthropic companies have adapted to an online-only submission process over the past few years. Check out these quotes from the following employers:
IBM: “New process for 2017. Next year, we will introduce an online process for matching grants and eliminate the use of printed applications.”
Merck: “Please discontinue the use of all paper request forms. Matching gift funds should be submitted via the Merck website.”
Alliant Energy: “We moved to an online request process only in 2015. This will provide a more efficient method for our Foundation.”
Prudential: “We will no longer offer paper forms for the Matching Gifts Program.”
And that was just the tip of the iceberg!
Discontinuation of Double the Donation’s prior matching gift form e-sign feature
So what did this mean for us?
With these process changes occurring, the percentage of donors submitting paper match requests continued to fall. By the end of 2018, only an estimated 4% of donors used the historical paper-only approach—and that figure has decreased steadily since then.
All these factors led us to the easy decision to shift our focus away from the e-signing of paper forms and toward the future of matching gifts.
Now, you might ask—But haven’t you heard the statistic that 50% of companies use paper matching gift forms?
We certainly have! But it’s important to remember that in a changing industry, statistics and assumptions have to be continually re-assessed. Double the Donation commits to always looking into the data to recognize when we need to re-evaluate. This is one of those situations.
It may have been true years ago that 50% (or so) of companies required paper matching gift form submission. However, more recent analysis has shown that this statistic is not just outdated—it doesn’t tell the full story.
Think about the different companies that have matching gift programs. Businesses of all shapes and sizes come to mind, from Home Depot with half a million employees to the local pizzeria that employs five individuals. Home Depot requires electronic form submission, while the local pizza joint requires paper forms. You can see that Home Depot’s program affects significantly more donors than the pizzeria.
In other words, ask yourself this:
What is more useful for your organization to know in this scenario: that 50%—or at this point, likely less—of companies require paper forms or that a tiny percentage of match-eligible donors use paper forms? Which statistic should you base your fundraising decisions on?
Our answer to the previous question is exactly why we’ve started weighing our analysis by employee count. And the resulting statistics tell a compelling story. The biggest matching gift programs affecting the largest percentages of donors have already moved away from paper matching gift forms. And we’re seeing smaller programs following suit, as well!
Therefore, at Double the Donation, we’re doing the same with our own development priorities.
The future of matching gift fundraising
The move to online matching isn’t the only trend we’re seeing in corporate social responsibility. In the past decade, we’ve also kept our fingers on the pulse of another trend: the increasing consolidation of workplace giving solutions.
More and more often, companies are turning to workplace giving platforms like Benevity, CyberGrants, YourCause, and more to help facilitate their matching gift programs. And it’s not just the Fortune 500 companies that are doing so! In fact, many breakthrough solutions—such as Millie, Selflessly, Givinga, and POINT—have been designed specifically to aid small and mid-sized businesses in offering powerful matching gift programs.
Leveraging this type of software empowers charitable companies to do more with their philanthropic initiatives while minimizing the administrative workload. Meanwhile, we’ve also noticed that companies that outsource facilitation of their giving process can offer more streamlined and optimized processes for employees wanting to get involved. This tends to result in elevated program usage, highly engaged team members, and more dollars funneling into nonprofit causes overall.
Breakthrough auto-submission with CSR partners
In the spirit of continuous improvement when it comes to matching gift technology and the match request process, Double the Donation has recently released a new game-changing feature—auto-submission.
This innovative functionality, made possible through strategic integrations with forward-thinking corporate giving platforms, enables employees to request matches directly from an organization’s gift confirmation screen. This allows them to bypass the request process almost entirely. All they typically have to do is provide their email address and authorize Double the Donation to submit their match.
We’ve certainly come a long way since paper forms; now, some donors don’t have to complete a form at all! And this benefits every party involved. Employee donors can request their matches in less time and with fewer roadblocks. Nonprofit organizations receive increased match funding and more highly engaged supporters. Companies see elevated program usage, satisfied employees, and better public images.
E-submission with our standard matching gift form
And that’s not all! The Double the Donation team has also developed a standard online matching gift form that employers can use to authorize automated electronic submissions themselves.
We recommend that all companies participating in workplace giving enlist the aid of a dedicated CSR platform. But for companies that may not be ready to take that next step but are interested in simplifying the matching gift request process, it’s now quick and easy to get started with our new standard submission form.
This basic form collects all the data an employer would need to review and approve a match request. This includes:
Donor information such as their name, corporate email address, and/or employee ID number;
Donation information such as donation amount and transaction date;
Nonprofit information such as name, website, mailing address, EIN, and more.
And it’s all automated so that donors can submit their matches quickly and easily, ultimately removing common roadblocks and driving more matching gifts to completion.
Top tip! Nonprofits looking to make the most of matching gift auto-submission and Double the Donation’s standard matching gift form should be sure to fill out their Organization Profile in 360MatchPro. This allows the right information to be incorporated into the automated submission form, making it more likely that the match is ultimately approved and paid out.
Final thoughts
Matching gift submission processes are becoming increasingly standardized, centralized, and digitized. So how can we support nonprofits, schools, and other fundraising organizations in this shifting environment? The answer lies in guiding donors through the electronic portal submission process.
At Double the Donation, we focus on giving donors confidence, speed, and accuracy when submitting their matching gift requests. That means prioritizing personalized automation flows and database accuracy.
We’re heading into the future, and we hope you’ll join us!
Interested in learning more about Double the Donation’s innovative matching gift tips and tools? Check out these other educational resources:
https://doublethedonation.com/wp-content/uploads/2017/12/DTD_New-and-Improved-Functionality-Matching-Gift-Form-E-Sign.png300800Adam Weingerhttps://doublethedonation.com/wp-content/uploads/2022/03/logo-dtd.svgAdam Weinger2023-01-05 12:41:252023-01-13 16:17:44New and Improved Functionality: Matching Gift Form E-Sign
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