How to start a matching gift program [for companies]

How to Start a Matching Gift Program [For Companies]

Thousands of companies host matching gift programs that encourage and amplify employee giving to nonprofit causes. When an individual works for such a company, they are able to make a donation to their favorite charitable organization and request a corporate match as well. This stretches the impact of their initial gift further, allowing them to make a more significant difference with their dollars.

While these types of programs are continuing to grow in popularity among companies and their employees alike, unfortunately, not all businesses offer gift-matching. But it’s not too late to get started!

If you’re a corporate leader looking to find out how to start a matching gift program for your company, you’ve come to the right place. In this step-by-step guide, we’ll walk through the key actions that, when done right, will enable you to develop an effective matching program for your business. These steps include:

  1. Setting a budget and goals for your donation-matching program.
  2. Identifying matching gift threshold criteria.
  3. Determining eligibility for your matching gift programs.
  4. Deciding how your company will facilitate matching.
  5. Establishing your matching gift request process (and deadline).
  6. Exploring matching gift auto-submission to simplify participation.
  7. Crafting an employee-facing matching gift policy document.
  8. Informing employees about your matching gift initiative.
  9. Ensuring your matching gift program is added to the top matching database.
  10. Collecting data, tracking impact, and making program improvements.

Companies match gifts for a wide range of reasons. These typically encompass business-related benefits such as increased employee engagement, improved reputation, tax deductions, and more⁠. In fact, employees and consumers alike are now more than ever demanding corporate social responsibility from the brands they support.

Studies show that more than 77% of employees reported a sense of purpose as a part of the reason they selected their current employer, while 2/3 of young employees won’t take a job at a company with poor CSR practices, and 55% of employees would even take a pay cut to work for a socially responsible company. At the same time, 90% of consumers worldwide are likely to switch to brands supporting good causes, while 66% would pay more to CSR-focused businesses.

Reasons why companies should start matching gift programs

However, genuine altruism can be another key driver behind matching gifts and other workplace and corporate philanthropy programs. Corporate leaders know they have the opportunity to make a real difference in the world and utilize their businesses to do so. And launching a matching gift program is a particularly impactful way to go.

Let’s dive in with the first step.

1. Set a budget and goals for your donation-matching program.

Before you can (or should) launch any new corporate initiative, it’s important to begin with your budget and goals. The same is true for matching gifts. These two criteria will guide the rest of your efforts⁠—your budget because it allows you to determine your new program’s limits and goals to help prioritize objectives and establish what success looks like.

When it comes to budget, we recommend setting a figure that is on the higher end of realistic for your business. That is because, although not every employee will choose to partake, you want to be sure you have the funding should you end up with higher participation rates than you’d initially expected.

You’ll also need to determine where this money will come from. Keep in mind that, though some companies reallocate funding for their matching gift programs from an existing philanthropic budget, others opt to establish a match reserve that is above and beyond any prior giving.

Now, for your goals; two of the most common types of objectives that a company might set in terms of matching gift program success have to do with dollars donated or employee participation. For example, you may decide that your goal for the first twelve months of your program is to contribute $X thousand dollars through employee matching gifts. On the other hand, perhaps you set a primary objective to incite X% staff participation in your matching gift program’s foundational year.

For additional context, take a look at the participation rates from several top matching gift companies in the financial, technology, consumer goods, and pharmaceutical industries:

Employee participation rate is one of the more crucial matching gift statistics.

Regardless, either objective structure works; it’s just a matter of ensuring your team is on the same page.

2. Identify matching gift threshold criteria.

Once you have your budget and goals set, it’s time to establish the boundaries of your program. Essentially, this criteria determines the total amount of funding that is available to each employee on an annual basis and should include the following details:

  • Ratios ⁠— Your matching gift ratio is the rate at which you agree to match employee donations. 1:1 is by far the most common match rate, with 91% of companies match donations doing so at a 1:1 ratio. However, some companies (approximately 4%) choose to match at a lower rate, such as .5:1, while others (5%) match at a higher rate, such as 2, 3, or even 4:1. For context, if an employee were to make a $100 donation, a 1:1 match would involve a $100 corporate gift, while a .5:1 match would result in a $50 match, and a 2:1 ratio would produce a $200 match.
  • Minimum amounts ⁠— Next is the minimum amount that your company agrees to match. Minimums are typically set in order to ensure employees are requesting corporate funds for the organizations they truly care about and support with their own dollars. Overall, 93% of companies with matching gift programs have a minimum match requirement of less than or equal to $50, with the average falling at $34. However, minimums can be as low as $1, and some companies choose not to set minimum gift amounts in the first place.
  • Maximum amounts ⁠— On the other end of the spectrum, nearly all companies set maximum match amounts that they’re willing to pay. Maximum caps allow corporations to manage their budgets properly and ensure there is funding available for any eligible employee to participate. Our research shows that 80% of companies’ matching gift maximums fall between $500 and $10,000 annually per employee, the mean amount coming in at $3,728.

Some businesses even vary their guidelines depending on an individual’s employment status or job type. For example, executive-level team members may be eligible for a 2:1 match up to $20,000, while all other employees receive a 1:1 match up to $10,000. In the same vein, you may decide that part-time and retired employees can request a particular amount of match funding, while current full-time staff are eligible for a higher level.

3. Determine eligibility for your matching gift programs.

Beyond monetary amounts, many companies also set specific eligibility criteria regarding the employee types that qualify to request matches, nonprofit mission types that qualify to receive matches, and contribution types that qualify as initial donations. Let’s take a look at each in further detail as you decide which kinds of gifts your company is willing to match:

  • Employee participants ⁠— Most matching gift programs are divided into eligibility status based on employment with the company offering the program. Typically, any combination of current, full-time, current part-time, and retired employees will qualify to get involved. However, some companies take things a step further by offering program eligibility to spouses and other family members of current and former staff members as well.
  • Nonprofit recipients ⁠— Though many companies will match gifts to any nonprofit organizations, others will choose specific mission types to either focus on or exclude from the matching initiative. For example, churches and other strictly religious organizations are some of the most common exclusions from companies’ matching programs. On the other hand, some companies will choose a specific cause type (often educational institutions) to which they will exclusively direct matching gift funds. Overall, companies typically choose from organizations in categories such as higher educational institutions, K-12 schools, health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more.
  • Donation types ⁠— By this point, you should have already determined the amounts you’re willing to match per employee in a pre-determined period. Now comes the question of which types of donations are eligible for corporate matching. Nonprofit donations can be made through a wide range of channels, including (but not limited to) an organization’s website, online donation tools, peer-to-peer giving campaigns, text giving, direct mail, recurring donations, phonathons, paycheck deductions, event pledges, stock donations and other gifts of securities, and more.

In order to ensure an optimal employee giving experience, experts recommend providing a large number of choices for employees to give⁠ and to get their gifts matched⁠. Similarly, your company will likely see significantly increased participation levels should you open the program to as many employees and nonprofits as possible.

4. Decide how your company will facilitate matching.

Even after launching your matching gift offering, maintaining an effective program will require some continuous upkeep from company leadership. However, you don’t have to do it all manually if you choose not to.

There are generally two key management methods you can choose from:

  • In-house program management ⁠— Many companies⁠—particularly small businesses⁠—start by matching gifts on their own. While this can keep program overhead costs low, it will require additional investments of time and effort from corporate management. After employees submit their matching gift requests, there must be a process in place to facilitate the review of employee submissions, verify initial donations meet matching criteria, approve corporate matches, and disburse match funding.
  • Outsourcing to third-party solution ⁠— The alternative to in-house management is outsourcing aspects of your matching gift program to a third-party solution. Though this path will typically involve paying fees to various software vendors, it ultimately saves your team time, effort, and resources. Working with a matching gift software vendor (we have reviews of several top providers for businesses of all shapes and sizes here) allows your company to take a more hands-off approach to matching gifts while streamlining the processes involved for employee participants.

Either practice works, and many companies find that they begin with an in-house management style but later upgrade with corporate giving technology to elevate their efforts. As you make your decision, keep in mind that CSR is an investment that tends to bring substantial benefits to your business as a whole.

5. Establish your matching gift request process (and deadline).

In order to participate in your newly developed matching gift program, employees need to know how to participate and how long they have after making their initial nonprofit donations to complete the request process. Regarding the latter, most companies set their program participation deadlines according to one of the following schedule approaches:

  • Number of months following an initial donation ⁠— Most commonly six or twelve months following the date of an employee’s initial donation, this type of matching gift deadline works on a rolling basis. If an employee donated to a nonprofit on a certain day one year, they might qualify to request their match until the same date the following year. Or, they might remain eligible for six, nine, or even eighteen months after their original gift, depending on the company offering the program.
  • End of the calendar year ⁠— For companies that utilize the calendar year to organize their matching gift programs, it’s simple to determine when a match request is due. Whichever year the initial donation was made, the match must be submitted by December 31st of the same year. This is true regardless of whether the gift was contributed on January 1st or December 1st. However, this can result in employees who give later in the year having significantly less time to submit their matches.
  • End of the calendar year + grace period ⁠— Similar to the previous type, some companies choose to enact a matching gift deadline based on the end of the calendar year and then add on a grace period. The grace period is typically a few additional months into the next year. This means that an individual’s match request would typically be due by February, March, or April following the year in which the initial donation was made.
  • End of the fiscal year ⁠— If your company operates on a schedule other than the calendar year, it might make sense for your team to set your matching gift deadline in relation to the end of that year instead. Drawbacks to this method may occur if employees are not aware of the fiscal year the company runs on, so be sure to proactively communicate your deadline to employees if so.

Other common stipulations include that the employee must be gainfully employed by the company at both the time the donation is made and the time the match request is submitted and paid out.

As you craft your submission deadlines, you’ll also want to determine which information you’ll request from employees looking to submit their match requests. Common requirements include the employee’s name, organization name, mailing address, and tax ID number, and donation amount and type. You may also ask for a copy of the individual’s donation receipt, and some companies choose to verify each donation with the organization itself (though that can be a hassle for all parties involved).

You’ll also need to establish and ultimately communicate the way in which employees will go about requesting their matches. If you choose to manage your program with a matching gift software vendor, be sure to direct team members to the company’s online match request portal. If you end up facilitating your program in-house, ensure individuals know how to complete the submission process and have the resources they need to do so.

6. Explore matching gift auto-submission to simplify participation.

When you offer a matching gift program for your employees, you want them to partake. Otherwise, you limit the benefits of the initiative that you’ve invested your time, energy, and resources into developing.

Thus, in order to boost participation in your program, it’s important that you make the process involved in doing so as quick, easy, and painless as possible. And the best way to do so is by enabling matching gift auto-submission!

Auto-submission functionality is a trailblazing initiative made available through Double the Donation and its innovative CSR platform partners—including Millie, Selflessly, POINT, and more.

When a company leverages one of these corporate giving solutions to facilitate its matching gift program, they automatically empower employees to get their gifts matched directly from their favorite nonprofits’ websites. Whereas previously, donors were required to complete a separate request process and provide nonprofit and donor information, all they need to do with auto-submission is provide their corporate email address (or another piece of identifying information).

Starting a matching gift program with auto-submission

From there, the software systems process the request seamlessly behind the scenes, reducing roadblocks for employees and resulting in elevated engagement in the programming.

7. Craft an employee-facing matching gift policy document.

Some of the biggest reasons employees fail to participate in their companies’ matching gift programs, even if they make qualifying donations, is that they are unaware of their eligibility or lack understanding of the match request process and, subsequently, end up missing the deadline. Therefore, it’s essential that you take steps to communicate your program’s guidelines and instructions for participation to eligible employees.

One of the easiest and most effective ways to do so is by producing employee-facing documentation with all the information your staff will need to get involved. This should include your company’s match criteria, such as:

  • Match ratio
  • Minimum and maximum donation amounts
  • Qualifying employees and nonprofit causes
  • Types of donations and submission deadlines
  • Matching gift request process and links to online forms
  • Participation in auto-submission

Once you have all the information in one place, it’s easy for employees to determine whether their most recent donations are eligible for matching and take the initiative to participate. Keep in mind that, as you make adjustments to your matching gift program, it’s important to ensure your policy documentation is as accurate and up-to-date as possible.

8. Inform employees about your matching gift initiative.

Once your program is live, it’s time to begin promoting the opportunity to your employees. This is an essential, though often overlooked, step in the process. In fact, our research shows that despite 26 million individuals working for companies that match gifts, more than 78% of the group has never been made aware of the programs.

Unfortunately, many of those individuals never go to request corporate matches regardless of their eligibility to participate. In the end, that means companies are not reaping the maximum benefit of the programs they worked to establish.

Thus, in order to make the most of your business’ match initiative, it’s imperative that you take the time to ensure your workforce is aware. What this looks like specifically can vary from company to company.

You might:

  • Send out a team-wide email;
  • Announce the inception of your program at a meeting;
  • Add a section to your office policy handbook;
  • Incorporate matching gifts in your onboarding process going forward;

Or even all of the above.

The bottom line is that your employees should know about the program and be reminded of the opportunity multiple times throughout the year.

9. Ensure your matching gift program is added to the top matching database.

Directly informing your staff about your newly developed matching gift program is critical. Now your team should be aware of the initiative and ready to get involved. But you also want to ensure that employees are reminded of the program opportunities directly after making eligible nonprofit donations⁠—ideally from the organizations themselves.

For that to occur, you’ll need to first confirm that your matching gift program is added to the leading database of corporate matching gift program information: Double the Donation. Once added, employees will be able to search your company and receive program-specific details straight from the organizations they support, often within a donation confirmation screen widget or follow-up email.

Add your company to Double the Donation's database after starting your company's matching gift program

From there, employees can navigate to your company’s matching gift request forms online and complete their submissions while leveraging their post-donation momentum. It simplifies the process involved for team members and results in significantly more matches being completed⁠—meaning more nonprofits receiving funding and increased benefits for your company.

To add your company, follow this link and provide the information requested. This includes your company name, submission materials (such as links to online forms, PDF uploads), and eligibility criteria.

(Hint: the more information you share, the easier it will be for employees to participate in your program.)

10. Collect data, track impact, and make program improvements.

This last stage of the matching gift development process involves taking a look at the program you’ve created and determining whether it meets the criteria previously set in place during step #1. You should be collecting and analyzing data throughout the process (made particularly simple when utilizing program management software). Now, this data comes in handy to help determine program success.

For example, did you meet or exceed your goals? If so⁠—what happens now? Will you set loftier goals for the future and continue matching? If not, how will you adjust your program strategy to ensure your team is on track to reach your goals this time around?

You can also take a closer look at your company’s data to determine and communicate program impact. This should answer questions like how many and to which nonprofits did your company give? What amounts were donated through both employee gifts and corporate matches?

Finally, you’ll want to explore ways to continuously improve your matching gift program in the months and years to come. Consider ways to drive employee engagement in your programming. Elevate giving by increasing your match ratio or maximum donation cap. Or simplify participation in your program by enabling matching gift auto-submission for your employees! As your company grows, your matching gift initiative should grow alongside it.

It doesn’t have to be difficult to get started with matching gifts, and your company’s programming doesn’t have to be the most built-out initiative before you can make it available to employees. Everyone has to begin somewhere, and following the nine steps above will allow you to build a solid foundation for your workforce.

Good luck, and happy matching!

Interested in learning more about matching gifts and developing optimized employee giving initiatives? Check out these other educational resources for companies here:

Find out how to start a matching gift program and drive corporate philanthropy at your company!

How to advocate for a matching gift program to your employer

How to Advocate for a Matching Gift Program to Your Employer

Matching gifts are one of the simplest and most impactful ways for nonprofit donors to amplify their support for their favorite causes. Unfortunately, not all companies offer these initiatives⁠—which is why you’re searching for best practices on how to advocate for a matching gift program.

You’ve come to the right place! Double the Donation is full of experts on matching gift programs, and we’ve compiled a list of easy tips for individual employees to take in order to effectively communicate the value of matching gift programs to the corporate leaders at their company.

Specifically, we recommend taking the following steps:

  1. Cover the basics of matching gift programs.
  2. Explain the benefits of matching employee gifts.
  3. Highlight similar businesses with matching gift programs.
  4. Share resources to streamline program development.
  5. Emphasize simplicity with auto-submission and CSR platforms.
  6. Use a template to communicate your request.

In this guide, we’ll walk through each practice in detail. Ready to learn more about how to convince your boss to build a matching gift program?

Let’s begin!

1. Cover the basics of matching gift programs.

First things first, it’s a good idea to begin with a solid foundation of knowledge regarding corporate matching gift programs. Not only will this help you to understand the value of the constantly growing opportunity, but it can also enable you to better advocate for the programs to your employer.

Matching gifts are one of the most popular forms of corporate philanthropy⁠—both in terms of the number of programs available and the high regard for the initiatives among companies, employees, and nonprofits alike.

This is typically an ongoing opportunity where a company agrees to match monetary donations their team members make to qualifying nonprofit causes. For example, Employee A decides to contribute $100 to Nonprofit B. Employee A then submits a match request to their employer, Company C. Company C reviews the submission, verifies the initial gift, and makes their own corporate donation to Nonprofit B. In the end, Nonprofit B receives double the funding, while Employee A is able to see their dollars make a larger impact and their employer support the causes that they care about.

Knowing the basics of matching gifts can help advocate for a matching gift program.

You may also want to take the opportunity to highlight typical matching gift parameters. Each company that builds a matching gift program has the chance to set its own matching gift ratio, minimum and maximum match amounts, submission deadline, and more. They can even determine which types of employees and nonprofits are eligible to participate, thus tailoring the program to meet the company’s specific needs and abilities.

In order to provide some more context into what existing companies are doing, we also have key statistics and benchmarks that can be shared. For example, 93% of companies have a minimum match requirement of less than or equal to $50, with the average landing at $34. On the other end of the spectrum, 80% of companies’ matching gift maximums fall between $500 and $10,000 annually per employee, for a mean of $3,728. And when it comes to ratios, 91% of companies match at a 1:1 rate, while 4% match at a lower rate (such as .5:1) and 5% match at a higher rate (such as 2:1, 3:1, or even 4:1).

2. Explain the benefits of matching employee gifts.

Once you have the basics of matching gift programs down, it’ll be essential to understand and communicate the range of ways in which a company can benefit from offering employee matching gifts. As your employer considers developing a matching program, it’s important to continuously highlight the value that will be derived from it.

Use these stats to advocate for a matching gift program at your company.

Specifically, we can break things down into both internal and external advantages.


People want to work for companies that support the greater good. That’s why businesses that give back to the community tend to see:

  • Increased levels of employee engagement. When employees feel good about the companies they work for, they’ll be more likely to be highly engaged in their jobs. By matching employee donations, a company can elevate engagement levels while simultaneously giving back to their communities and society as a whole.
  • Higher rates of team member productivity. This piggybacks off of employee engagement. Highly engaged employees are more likely to see high levels of productivity in their roles, having been increasingly inspired to drive forward the company and its success with their own efforts.
  • Longer staff tenures overall. More and more, individuals are looking for companies to work for that make a difference. When businesses offer socially responsible benefits such as matching gift programs, employees will have fewer reasons to seek employment elsewhere.
  • Opportunities to attract new talent to the workforce. Individuals looking for employment with companies that benefit nonprofits, and specifically the causes their employees care about, will be more likely to apply and accept positions with CSR-focused businesses.

In fact, research shows that over 77% of surveyed individuals report a sense of purpose as part of the reason they selected their current employer, while more than 54% of employees who are proud of their company’s contributions to society report being fully engaged in their job. Even more, 55% reported being willing to take a pay cut to work for a socially responsible company.

Corporate leaders know that a positive work environment is essential to running a successful business. Thus, philanthropy is key⁠—and giving directly to employees’ favorite causes through matching gifts can produce even greater results than supporting nonprofits in a more general sense.


The reasons to launch a matching gift program don’t stop at internal benefits, either. Companies can also see substantial advantages when it comes to their consumers.

Research into CSR, and specifically matching gifts, reports that 77% of consumers are motivated to purchase from companies committed to making the world a better place and that over 90% of consumers are likely to switch to brands supporting good causes. Plus, 66% of consumers would pay more to socially and environmentally responsible businesses.

Thus, if businesses are looking to best appeal to their buyers, they know to contribute to nonprofit causes and that matching gifts are an effective way to do it. Because consumers are now expecting⁠—and even demanding⁠—social responsibility from their favorite brands, not participating in such programs can even cause businesses to lose out on a major competitive advantage.

3. Highlight similar businesses with matching gift programs.

One of the most impactful ways to persuade your employer to launch a matching gift initiative is to show them a number of well-known businesses that are already doing so. It’s its own kind of social proof! They’ll see other companies, perhaps even their competitors, benefiting from matching employee donations and be increasingly inspired to get involved.

You can even provide examples based on the industry in which you’re employed. For instance, let’s say you work for a bank. You may consider the following companies’ match programs as a model:

  • Truist Bank ⁠— matches full-time employees’ donations of between $50 and $2,500 at a 1:1 ratio to most nonprofit organizations
  • PNC Financial Services Group ⁠— matches full-time employees’ donations of between $50 and $2,500 at up to a 4:1 ratio to many nonprofit organizations
  • Bank of America ⁠— matches current employees’ donations of between $24 and $5,000 at a 1:1 ratio to nearly all nonprofit organizations

Meanwhile, if you work for a retailer, you might highlight programs from companies like these:

  • The Home Depot ⁠— matches current employees’ donations of between $25 and $3,000 at a 1:1 ratio to most nonprofit organizations
  • Gap Corporation ⁠— matches current and retired employees’ donations of between $10 and $10,000 at a 1:1 ratio to most nonprofit organizations
  • Macy’s ⁠— matches current and retired employees’ donations of between $25 and $500 at a 1:1 ratio to most nonprofit organizations

Perhaps you’re employed by an airline. In that case, get inspired by Alaska Airlines’ matching gift program. Work for a hotel? Check out Choice Hotels’ standout program!

Or, if you want to provide a few matching gift companies in the same area as your employer, we’ve produced several geographic-based lists to help. Encourage your company to look at examples of powerful matching gift programs in Boston, Atlanta, Philadelphia, New York, Seattle, Dallas, Denver, Detroit, Miami, Baltimore, Los Angeles, and so on. Just search “matching gift companies in [the city of your choice]” to locate even more inspirational programs.

The bottom line is that there are tons of existing matching gift companies to aspire to. By sharing sample programs with your employer, you can help inspire them to take steps to develop their own initiative.

4. Share resources to streamline program development.

One of the most significant roadblocks for many companies interested in matching gifts is that they simply don’t know where to start. You can help remove obstacles before they occur by sharing useful resources from the beginning.

For example, we created a step-by-step guide on how to establish a matching gift program for companies in situations just like this. This resource covers key undertakings, which include setting a budget and objectives, determining eligibility criteria, promoting the program to employees, tracking data and making improvements, and more. Or we’ve also created a free downloadable template that companies can use to customize their program policies.

If you’re interested in other corporate-facing assets, we have these resources as well:

Feel free to forward the guides to your employer to help kick things into action.

5. Emphasize simplicity with auto-submission and CSR platforms.

A common hindrance for new companies considering exploring matching gift programs is that it can seem like a significant undertaking—both in terms of getting the program off the ground as well as managing matching gifts in the long run. Luckily, dedicated technology known as CSR or corporate giving platforms enable businesses to launch and facilitate matching programs with ease.

In order to overcome this potential roadblock with your employer, we recommend coming prepared with information about such solutions and how they can help. For example, some corporate giving technology empowers companies and their employees to give quickly and easily with new matching gift auto-submission abilities made available through tightened integrations between nonprofits, donors, companies, and employees.

This innovative functionality allows employers to decrease time spent on matching gift requests for themselves and their employees, consequently resulting in more completed matches, and amplifying the ROI of these programs.

Advocating for a matching gift program with auto-submission

6. Use a template to communicate your request.

Now, it’s time to put everything together and begin actively advocating for a matching gift program at your company. During this stage, you want to ensure your matching gift program request is as well-thought-out and well-written as possible. You also want to make sure you can hit all the points discussed above.

Get a headstart on drafting a message to your employer by utilizing a customizable template like this:

Subject line: Request for a corporate matching gift program

Hi [manager or HR representative name],

I am writing to request the addition of a corporate matching gift program at [company name].

If you weren’t aware, thousands of companies across the globe have begun establishing employee matching gift programs as a way to support their staffs and the nonprofit causes they contribute to. Companies that offer these programs essentially agree to match gifts made by their employees to qualifying nonprofit causes with their own corporate donations.

This is an extremely beneficial program to host for every party involved⁠—including the company, its employees, and the nonprofits they support. For the companies specifically, matching gift programs tend to result in substantial advantages in terms of employee engagement and retention, opportunities to attract competitive candidates, improved brand image, and even increasing sales.

And on the employee’s end, team members love knowing that their employer is willing to contribute to their favorite causes; hence, why they end up having longer tenures in the business and seeing higher levels of engagement than ever before.

In order to best understand the impact that matching gifts can have on [company name], I recommend checking out matching programs from well-known businesses such as General Electric, Gap Corporation, Coca-Cola Company, and the Home Depot.

If you’d like to take steps to establish a matching gift program for the company, Double the Donation has provided a detailed guide that walks corporate leaders through the process. You can access this resource here in hopes that it will help simplify the creation of such a beneficial program and use this free template to kickstart your policy creation.

Thank you for your consideration,

[Your name]
[Job position]
[Contact information]

If you choose to go with a face-to-face meeting with management, feel free to use the above template as conversation talking points or a presentation follow-up message instead. Overall, a combination of verbal and written communication touch-points is likely going to produce the greatest results.

More and more companies are developing matching gift programs, and your employer just might be one of them. By promoting the opportunity to the decision-makers at the company you work for, you can help communicate the increasing demand for this type of socially responsible corporate initiative.

Best of luck!

Interested in diving deeper into matching gifts and other corporate philanthropy initiatives to help prepare your company for success? Explore our other educational resources here:

Double the Donation can help individuals advocate for a matching gift program.

Corporate Philanthropy + Employee Retention: The Connection

Corporate Philanthropy + Employee Retention: The Connection

Did you know that 71% of surveyed employees stated that it’s very important to work at a company that supports giving to and volunteering with nonprofit causes?

Or that 77% of millennials reported a sense of purpose as part of the reason they selected their current employer?

Or that employees who engage with corporate giving programs tend to have 75% longer tenures with the company?

Or that 55% of employees would even take a lower salary in order to work for a socially responsible company?

These facts⁠—and more⁠—help demonstrate the powerful internal benefits that corporate philanthropy and CSR can have on a business. And when it comes to corporate philanthropy and employee retention, the impact is substantial.

In this guide, we’ll provide companies with everything there is to know about corporate giving, staff retention, and the overlap of the two key concepts. If you’re looking to better engage your employees and keep them around for as long as possible, let’s dive in with the following topics:

Effective corporate philanthropy initiatives and high levels of employee retention year over year can each play significant roles in a company’s overall success. But many business owners fail to realize that the two ideas actually go hand in hand!

Let’s see how it works.

An Overview of Corporate Philanthropy

Corporate philanthropy is a key component of CSR (or corporate social responsibility), in which businesses dedicate time, money, and resources to promote the welfare of others. This often occurs through charitable donations to nonprofit organizations looking to drive a particular mission forward. Some of the most common examples of corporate philanthropy offerings are community grants, matching gifts, team volunteerism, event sponsorships, and more.

Thousands of businesses opt to partake in corporate philanthropy in one form or another, in no small part due to the substantial benefits that participating companies see. These advantages include⁠—but are not limited to⁠—an improved brand image, increased marketing opportunities and sales, heightened levels of team member engagement, attraction of new candidates, and (of course) elevated rates of employee retention.

What To Know About Employee Retention

Every company wants to have high levels of employee retention. Not only is it more cost-effective to maintain the same high-performing team members year after year, but it also demonstrates a positive work environment that will be attractive to new potential employees as well. This will enable your business to onboard more top team members who will, ideally, also stay at the job for years to come.

And it all comes down to this: employees who are highly engaged in their roles are more likely to be retained at a business for longer periods. Not to mention, you’ll require less time and energy devoted to hiring and onboarding new individuals, develop an inviting employee culture, and see higher levels of productivity among team members.

The Overlap Between Philanthropy + Staff Retention

Companies tend to see a significant positive correlation between investments in corporate philanthropy and employee retention results.

But why? It’s simple: corporate philanthropy initiatives lead to higher levels of employee engagement. High levels of engagement lead to lengthened employee tenures at the business.

This is because people (especially those of younger generations) like working for companies that promote social good. In fact, 54% of employees who are proud of their company’s contributions to society report being engaged in the workplace. As a result, these individuals are significantly less likely to leave their employers.

Tips for Driving Corporate Philanthropy + Employee Retention

Ready to see these benefits for your own team? Check out our top three tried-and-true practices for companies looking to increase philanthropy and retention:

1. Enable employees to play a significant role in your company’s giving.

Giving to any nonprofit will have a number of benefits to your business and its team. But when you allow employees to play a hands-on role in your corporate philanthropy initiatives and decisions, you’ll receive multiple times the impact on your engagement and retention strategies.

And that’s where workplace giving comes in!

Workplace giving is a particular form of corporate philanthropy where individual employees are encouraged to take the driver’s seat in their employers’ philanthropic initiatives. In these programs, team members are able to direct the company’s dollars toward their favorite nonprofit causes. For example, matching gifts and volunteer grants are offered when a company provides additional support to organizations that their employees are already supporting, whether through time or dollars.

With workplace giving and other employee-led programs, employees have a larger say in the businesses’ overall CSR and can feel the impacts of their employers’ giving on a more personal scale.

2. Provide many ways for employees to participate in philanthropic efforts.

Corporate philanthropy⁠—and even workplace giving⁠—is not a one-size-fits-all solution for employee retention or overall CSR. There are tons of powerful ideas for companies and their employees to get involved.

A few of our favorite ways for companies and their employees to participate in philanthropy include:

  • Matching gifts
  • Individual volunteer grants
  • Team volunteer grants
  • Group volunteer opportunities
  • Payroll deductions
  • Cause marketing campaigns
  • Employee giving stipends

In addition, the more you simplify involvement with your company’s giving programs, the higher levels of participation, engagement, and retention you’ll likely see. For example, one of the most important factors for providing employees with an optimized giving experience is the requirements of eligible contributions.

If you’re matching employee donations, it’s a good idea to match all kinds of donations⁠—such as website, in-person, direct mail, text, and peer-to-peer gifts. The more involvement options you provide, the more likely an individual is to get their gift matched.

Keep in mind that not every employee will want to engage with nonprofit causes in the same way. For some, matching gifts are an amazing opportunity⁠—especially if an individual already gives to a qualifying organization.

On the other hand, some employees will prefer to assist nonprofits with their time instead. For these team members, volunteerism-based initiatives such as group volunteer events and dollars for doers grants will have a larger impact on their likelihood of participating and overall engagement levels.

3. Effectively communicate the impact of your philanthropy to employees.

Beyond simplifying the process, one of the best ways to drive employee participation (and increase the benefits of your efforts) is to focus on the positive impact that your philanthropy has on the world.

Here are a few common ways that companies can do so:

  • Previous Giving Statistics: Picture this⁠—Company A is looking to utilize its philanthropic success in the previous year in order to drive the current year’s giving initiatives. In 2021, Company A donated more than $2 million to mission-driven nonprofits between individual contributions and company matches. This included donations to over 150 nonprofit causes, serving organizations in education, arts and culture, health and human services, environmental sectors, and more. The company decides to highlight these facts and communicate to employees that their participation in the program can make a difference toward total success.
  • Mission Impact: Partaking in a workplace giving program enables individuals to make a larger impact on a cause that they care about. Companies looking to drive participation in matching gift programs, for example, can highlight that an employee’s gift has the potential to do twice as much for the organization’s mission. For example, instead of feeding 10 families for a month with their generous contribution, a donor is able to leverage their company match to feed 20 families or more.

And these don’t have to be solely internal strategies, either. Prioritizing your company’s philanthropic impact can be a great way to drive team-wide engagement in the programs and, thus, increase retention rates. But these same ideas can also be used to elevate your brand in the public eye as well.

Without an effective strategy in place to communicate the value of your company’s giving initiatives, on the other hand, your team is not likely to receive the greatest benefits possible. Your philanthropy won’t keep employees at your company if nobody⁠—team members included⁠—know about the efforts.

The more a company participates in corporate giving initiatives, the higher the level of pride employees have in the business, and the more its employees will be engaged in their role. Each of these ultimately leads to significantly higher rates of retention, which, in turn, enables the corporation to invest more into its philanthropic efforts.

So if you’ve been looking for new ways to keep your high-performing employees with the business for longer, getting started with corporate philanthropy might be just what you’re looking for. Good luck!

Learn more about the benefits of corporate philanthropy and how to get involved with these other company-specific educational resources:

Find out how to drive corporate philanthropy at your company!

How to Offer the Ultimate Employee Giving Experience

How to Offer the Ultimate Employee Giving Experience

Picture this: you’re the owner of a mid-size technology company that employs around 100 staff members. You’ve been brainstorming ways to boost employee morale and show your target customers that you run a value-driven business making its mark on the world.

You stumble across the idea of corporate philanthropy and, more specifically, employee giving. Quickly, you realize that this one concept can help you meet your previously stated goals⁠—and the tax break would be an added bonus!

You decide to take the plunge and invest in developing a workplace giving initiative that will simultaneously benefit your company, your employees, and a wide range of charitable organizations.

But how can you ensure your staff will actually want to participate? By offering them an employee giving experience that prioritizes their wants and needs and is as simple a process as possible!

Here’s how you can do that:

  1. Inform employees of available workplace giving opportunities.
  2. Provide employees with ample ways to give.
  3. Make it simple for employees to determine eligibility guidelines.
  4. Ensure your company is listed in corporate giving databases.
  5. Incentivize participation in employee giving programs.
  6. Simplify requests with auto-submission functionality.

In this guide, we’ll dive into these valuable tips for employers like yourself looking to make the most of their workplace giving programs.

Ready to get started with our first step? Let’s begin!

Make sure employees are informed about your employee giving experience.

1. Inform employees of available workplace giving opportunities.

Before you can expect employees to participate in your workplace giving initiatives, you’ll need to ensure your staff is made aware of these programs in the first place. Prior to that, you’ll need to determine which types of giving programs you’ll be offering:

Here are a few of the most common examples:

  • Matching gifts: Your company matches employee donations to qualifying nonprofits, often dollar for dollar.
  • Volunteer grants: Your company provides nonprofits where employees regularly volunteer with monetary grants.
  • Employee stipends: Your company allocates a dollar amount to each employee annually, which they donate to the nonprofit of their choice.

Regardless of the combination of giving programs you choose, informing your staff about the new offerings and how to get involved is of utmost importance.

According to matching gift research, 78% of individuals eligible for corporate giving programs are completely unaware. As a result, they’re not able to make the most of these philanthropic initiatives.

We recommend providing informational materials that outline your corporate giving programs to all existing staff to get started. For example, you might hold a meeting, send a company-wide email, share a pamphlet, and add an explainer to your employee handbook. Then, be sure your staff knows where to go to seek additional details on the program!

Going forward, you’ll want to educate all new team members about workplace giving opportunities as well.

An optimal employee giving experience means offering multiple ways to give.

2. Provide employees with ample ways to give.

There are tons of ways that individual donors can support nonprofit causes⁠. So when you create your workplace giving program, your offerings must be inclusive of all types of employee giving.

Top donation channels might include (but are not limited to):

  • Nonprofit websites
  • Online giving tools
  • Peer-to-peer campaigns
  • Text-to-give
  • Direct mail
  • Recurring gifts
  • Phonathons
  • Paycheck deductions
  • Event pledges
  • Workplace giving or CSR platforms

The opportunities are endless⁠—and each staff member at your business might have a different favorite way to give.

According to the same matching gift studies above, “96% of employees at companies with matching gift programs have a strong or very strong preference for their company to match donations made directly to a nonprofit (such as through the nonprofit’s website, peer-to-peer fundraising platform, or mail) rather than only matching donations through a workplace giving software platforms. The more options an employee has to give and to get their gift matched, the more likely they are to utilize available company matching opportunities.

To offer the best employee giving experience, 96% of employees prefer their company to match donations made directly to a nonprofit.This means that, in order to provide a positive employee giving experience for everyone, be sure to keep your giving (and matching) channels open.

Make your program guidelines accessible to improve the employee giving experience.

3. Make it simple for employees to determine eligibility guidelines.

As you work to ensure your company is well-informed about the existence of your employee giving programs, it’s equally critical that your programs’ eligibility guidelines are readily apparent as well. But what are these so-called guidelines?

Let’s take matching gifts (i.e., one of the most-used forms of workplace giving) as an example. In order for employees to participate in your company gift-matching initiative, you’ll need to provide your staff with the following information:

  • Donation minimums and maximums: This is the range within which you’ll match employee donations (e.g., $50-1,000).
  • Match ratios: This determines the rate at which you match employee donations. This is typically dollar for dollar (1:1) but can go up to 2:1 or 3:1 as well.
  • Qualifying types of nonprofits: You might choose a particular type of mission (e.g., environmental organizations) or exclude categories of recipients (such as houses of worship).
  • Qualifying types of employees: Most companies match gifts made by all full-time employees, while others may open the programs up to part-time workers, retirees, and even employee spouses
  • Submission deadlines: Your submission deadline is the date by which employees must submit a matching gift request to your company in order to be eligible to receive a match. This may be a certain number of months or align with your calendar or fiscal year.

Because these criteria are necessary for employees to determine their eligibility for a company match, it’s important that you communicate this information effectively. Ensure your guidelines are provided in any previously mentioned explainer materials and even on your business’ website. Even interested employees won’t likely be willing to search high and low for this information. If it is hard to find, you’re likely creating an unnecessary obstacle to program success.

Here’s an example of what these criteria can look like:

Providing employees with accessible guidelines improves the employee giving experience.

Plus, as a general rule, keeping your guidelines as open as possible will provide an optimal employee giving experience for your staff. For example, when you set low minimums, high maximums, and generous deadlines, more individuals’ gifts will qualify for your programming. The more employees who qualify, the more will participate. And you know that higher your levels of participation, the more advantages brought to your company.

Ensure your company is listed in corporate giving databases to simplify the employee giving experience.

4. Ensure your company is listed in corporate giving databases.

One of the easiest ways employees can uncover your aforementioned program guidelines is by accessing a corporate giving database. This is essentially a compilation of information on thousands of businesses and their available corporate giving programs.

For example, Double the Donation offers the industry-leading database for matching gifts and volunteer grants. Thousands of nonprofits utilize this comprehensive tool⁠—likely many of the same ones your employees will support.

Double the Donation help ensure a positive employee giving experience.

For organizations that leverage Double the Donation’s embeddable search widget, donors are typically prompted within the donation experience to enter their employer information in search of matching gift eligibility.

If your employees follow this process, you don’t want them to search your company name, only to be met with “no results found.” This can cause discouragement in the process, even if they know how to locate your program guidelines elsewhere. Plus, many well-intentioned donors simply forget to follow up after losing their initial giving inertia.

So what can you do to avoid this scenario? Make sure your business is listed in corporate giving databases, complete with your programs’ eligibility criteria and links to submission forms.

Luckily, Double the Donation accepts submissions for new companies to add to their most comprehensive database, making it as easy as possible for your business to increase its program reach. And as a result, you provide the simplest, most optimal employee giving experience while actively supporting their favorite charities.

Incentivize giving to improve the employee giving experience.

5. Incentivize participation in employee giving programs.

By now, your employees should be aware of your employee giving initiatives in place and understand how they can participate. But what if your staff requires a little extra push to get involved with your philanthropic efforts?

That’s where strategic incentivization comes in!

If you want to encourage individuals to partake in new employee giving experiences, consider motivating the team with giving goals⁠—either in terms of percentage of overall participation or in total fundraising goals.

Once your team reaches the predetermined objectives, you might treat the company to rewards like these:

  • Catered lunches
  • Additional PTO
  • Casual dress days
  • In-house masseuse services
  • Gift card rewards
  • Professional development opportunities
  • Company apparel and/or swag

Be sure to remind your employees that the ultimate benefit of a well-run workplace giving program revolves around providing mission-based organizations the funds they need to change the world. But some extra motivation never hurts, either!

Improve your employee giving experience with auto-submission

6. Simplify requests with auto-submission functionality.

Want to increase employee participation⁠ in (and satisfaction with) your workplace giving programs? Make it as easy as possible to get involved. And it’s never been easier than with auto-submission!

Here’s what you need to know;

The Historic Submission Process

Once an employee determines that they qualify for a workplace giving program⁠—such as matching gifts⁠—they’ve traditionally been required to complete a request process put in place by the company they work for. Typically, the individual will be asked to provide basic information about their donation (e.g., amount, method of giving, date the gift was made, etc.) and the organization to which they contributed (such as its mission, mailing address, tax ID number, and more).

New Auto-Submission Functionality

Now, some companies are offering matching gift auto-submission functionality, which substantially streamlines the process for donors and increases the likelihood that matches will be submitted. Instead of asking for all of the above-listed information, companies taking part in auto-submission simply request the individual’s corporate email address. The software ecosystem will take it from there to process, approve, and disburse funding for the match.

A comparison between the historic employee giving experience and innovative auto-submission process

Leveraging Auto-Submission Providers

If you’re interested in getting started with auto-submission capabilities, the easiest way is to partner with a CSR management platform that already offers the functionality through a seamless integration with Double the Donation’s innovative technology. These currently include the following providers:Companies and vendors offering an optimal employee giving experience

If you already work with a CSR platform that doesn’t yet offer this functionality, consider reaching out to your provider to advocate for the technology. After all, auto-submission is available with no added cost⁠—it’s free for both the matching gift company and the software vendor they use⁠—so you can offer the ultimate employee giving experience to your team.

Keep in mind⁠—the more employees who take part in your company’s matching program, the better the results you can expect to see in terms of team member engagement, brand reputation, and more. And auto-submission abilities set your team up for continued success on all accounts!

There’s little to no purpose in investing in an employee giving program if nobody at your workplace will participate. To drive participation, you need to look at your employee giving experience from a staff member’s perspective and determine whether it’s a positive one.

So provide ample opportunities and avenues for giving, make available programs known, simplify the processes involved, and incentivize participation. This can make a world of difference⁠—to your workforce, your community, and even your company’s bottom line.

Interested in learning more about employee giving? Check out our other educational resources:

Find out how to drive corporate philanthropy at your company!

The ultimate guide to workplace giving platforms and trends

The Ultimate Guide to Workplace Giving Platforms (+ Trends!)

Corporate social responsibility (CSR) is on the rise, which means workplace giving across companies all over the world is growing in popularity.

That said, many employees aren’t aware of their employers’ giving programs. Or in other cases, it’s difficult to participate in workplace giving because of how the program is set up.

That’s where workplace giving platforms come into play.

Using workplace giving tools, companies can efficiently manage their philanthropy programs, keep their employees engaged through easy participation, and boost the impact of their CSR initiatives.

In this article, we’ll outline the many ways in which workplace giving software can help companies like yours make the most of the giving programs you’ve already invested so much into. After all, when it’s easy for employees to participate, you’ll not only boost employee engagement levels and your CSR reputation but also benefit nonprofit causes all over.

More specifically, we’ll discuss how workplace giving platforms assist with:

  1. Matching Gift Program Management
  2. Volunteer Program Management
  3. Other Workplace Giving Program Management
  4. Bonus! Workplace Giving Platform Trends

When you implement an organized and streamlined process for managing workplace giving, you’ll set your company and its brand up for success. Let’s get started.

Workplace giving platforms help manage matching gift programs.

1. Matching Gift Program Management

Matching gift programs are one of the most common offerings companies have in terms of workplace giving.

By essentially doubling the donations their employees make to eligible nonprofits (based on the company’s guidelines), companies benefit nonprofits and help their employees make a difference in the causes they care about.

Workplace giving platforms can help your company manage its matching gift program.

But running a matching gift program takes a lot of organizational power, especially if your company has several participating employees and many donations to keep track of.

In order to make it easy for employees to take part in your matching gift program, choose a workplace giving platform that allows you to:

  • Track employee donations. Keep track of all employee donations in one central location so you can manage all of your incoming data more easily.
  • Approve matching gift requests. Approve match requests automatically or with a single click based on minimum/maximum match amounts, eligibility requirements, and other guidelines your company has put in place.
  • Engage your employees in giving. Engage your employees in the causes they care about by using workplace giving technology that’s easy to navigate, flexible, and shows your company cares about giving back.
  • Track your impact. Workplace giving platforms should offer robust, real-time reporting so you can keep track of the social good your company is doing.
  • Enlist matching gift auto-submission. Instead of requiring employees to complete a separate request process for matching gifts, some CSR platforms now offer innovative auto-submission functionality through an integration with Double the Donation’s tools. All it asks for is a corporate email address from the employee donor, and the software system processes the request from there!
    Here's how auto-submission works with top workplace giving platforms

The right workplace giving platform should help your company manage its matching gift program with ease, streamline your overall giving process, and encourage employee participation. 

Workplace giving platforms help manage volunteer grant programs.

2. Volunteer Program Management

In addition to matching gift programs, corporate volunteerism is becoming a larger component of workplace giving. There are many forms that volunteerism can take, and as companies develop or expand their volunteer programs, the right workplace giving software can keep them on track for success.

In order to dive deeper into corporate volunteerism, we’re going to break it down into three categories: volunteer opportunities, volunteer tracking, and volunteer grants.

Volunteer Opportunities

The first hurdle your company may encounter when developing a corporate volunteering program is actually finding volunteer opportunities for your employees.

Using a workplace giving platform that offers a database of both virtual and in-person volunteer opportunities can help you jump that hurdle easily and efficiently.

Workplace giving software vets the nonprofits they’re considering for their database, which means your employees can rest assured that they’ll be working with reputable causes and organizations.

Beyond sifting through nonprofit organizations for you, workplace giving platforms also help you create custom volunteer events for your employees, including planned shifts, event capacity, and registrations.

It’s great to get employees involved in your volunteer program, but it’s especially important that volunteers get to have a say in the opportunities available to them. That’s why offering a database of volunteer events is essential. Many companies also offer paid time off for volunteering, which gives employees a direct incentive to participate and increases employee engagement levels.

Volunteer Tracking

Once your volunteer opportunities have been confirmed, workplace giving software goes further and allows you to track all elements of your employees’ volunteer efforts. This includes:

  • Volunteer signups
  • Logged volunteer hours
  • Your overall impact

Employees can easily track their hours for any kind of volunteer event, while you can view all the wonderful work they’re doing from one central location.

Volunteer Grants

Another way to engage employees in corporate volunteerism is by offering volunteer grants—monetary grants awarded to nonprofits where employees regularly volunteer.

Workplace giving platforms can help your company manage its volunteer grant program.

Workplace giving platforms can also help your company manage your volunteer grant program.

Like with matching gift programs, workplace giving software helps you monitor volunteer grant requests that come through. As employees track their hours and request grants, you can easily approve and process each request in the same central system—much like you would with matching gifts.

All of these components of volunteer programs are important. Whether you’re offering paid time off to volunteer, trying to make it easy for employees to find volunteer opportunities, or processing volunteer grant requests on a regular basis, workplace giving platforms take the extra legwork out of the equation.

Workplace giving platforms help manage other types of giving programs.

3. Other Workplace Giving Program Management

Of course, workplace giving is made up of more than just matching gifts and volunteer programs.

There are tons of different programs that contribute to CSR, and choosing the right workplace giving solutions can help streamline all of them.

Workplace giving platforms can help with all types of giving programs for companies.

Other prominent workplace giving programs include:

Automatic Payroll Deductions

Automatic payroll deductions are a type of program that allows employees to deduct a small amount or percentage of each paycheck to a nonprofit of their choice. While the giving occurs in smaller increments, these donations add up over time and can have a huge impact on the nonprofit organizations they go toward.

Workplace giving platforms with payroll integrations and features allow employees to select a nonprofit from a large database of pre-vetted 501(c)(3) organizations. From there, they can choose to set up a recurring deduction through the platform for as long as they’d like.

Disaster Relief

When disaster strikes, companies need a quick and efficient way to organize their relief efforts so employees can contribute and corporations around the world can provide assistance.

Workplace giving solutions oftentimes offer tools to create new disaster relief campaigns right away. After all, the faster companies can launch a campaign, the faster they’ll be able to collect and disburse funds to nonprofits in need.

Look for a workplace giving platform that allows your company to build campaigns like these and mobilize employees around urgent causes.

Grant Management

Many companies and foundations provide annual grants to important causes and organizations around the world. Workplace giving platforms can help them manage all aspects of the grantmaking process.

For example, you can easily track and review:

  • Grant proposals and submissions
  • Approvals for grants
  • Budgets and goals
  • Reporting and dashboards

Grant management can be complex, especially when hundreds of applications come in from organizations everywhere. Using workplace giving technology makes it easier to track applications, review information, and approve the grants and disbursement.

General Campaigns

Want to rally your employees around a specific cause or event?

Workplace giving platforms also help companies build a community within their teams by supporting causes that are important to them.

Use a workplace giving platform to set goals, select nonprofits, spotlight volunteer opportunities, and more. These tools allow you to create a sense of urgency and keep your employees engaged around causes and events all year long.

Whether you’re running a grant program, campaign, payroll deductions, or other types of workplace giving programs, choosing the right solution to meet your company’s needs will benefit more than just your team and your brand. It will also provide thousands of nonprofits around the world with the funds they need to continue serving their missions.

workplace giving platform trends

Workplace Giving Platform Trends

Interested in exploring new and up-and-coming trends surrounding workplace giving and the technology that empowers it? Staying on top of changes in the industry can ensure your team is equipped with the best tools possible.

Here’s what we’ve seen recently;

1. More mid-sized and smaller businesses are rolling out CSR programs.

Historically, workplace giving programs such as matching gifts, volunteer grants, and more have been primarily offered only by the largest businesses in the space. For example, over 65% of Fortune 500 companies have participated in matching employee donations for years. But for a smaller-scale business, their options to get involved required either shelling out huge amounts of funding for usage of the technology or to handle management of the programs all on their own⁠—and either one was a large undertaking.

Now, these types of programs are becoming more accessible than ever for mid-sized and small businesses as well! Why? For one thing, the sector’s been seeing increasingly flexible pricing scales for workplace giving platforms, making streamlined management more attainable for companies of all shapes and sizes.

And not only that, but new corporate giving vendors are entering the game with a specific focus on targeting mid-level businesses. This takes a lot of the administrative burden away from company leadership itself, meaning more corporations are willing and eager to roll out the programming.

More companies offering workplace giving programs through accessible workplace giving platforms

If you’d like to be inspired by some small and mid-sized businesses with big workplace giving programs, take a look at these examples:

We love seeing new companies establishing and growing their workplace giving⁠—whether through matching gifts, volunteer grants, or other engaging initiatives for employees. In the end, it means more nonprofit funding, more workplace engagement, and more socially responsible businesses powering good in our communities. And we’re excited to find out which companies are next!

2. Platforms are making the process easier via tighter integrations with nonprofits.

Corporate philanthropy programs essentially form partnerships between companies and nonprofits. Workplace giving programs take things a step further, empowering companies to directly support the organizations that their employees are already giving to.

Because a significant prerequisite to workplace giving success has to do with employees engaging with the nonprofits⁠—and submitting their workplace giving requests with their employer⁠s—in the first place, it’s essential that companies focus on ensuring a seamless process for doing so.

Workplace giving platforms know this, and that’s why they’re aiming to make the process of using their software as quick and easy as possible for both their corporate clients and, particularly, for their clients’ end users: employees. A huge part of that involves developing tighter relationships with the nonprofits on the receiving end of the programs.

For example, though workplace giving software providers are focused on selling their tools to corporations offering workplace giving programs, most have built out separate nonprofit management portals⁠—such as CyberGrants’ FrontDoor, Benevity’s Causes Portal, and YourCause’s NPOconnect⁠—with which organizations can facilitate their end of the workplace giving process. Within these nonprofit-specific portals, organizations can easily go in and verify individual donations, volunteer hours, etc., in order to move the requests to the next step. And this end of the platform is typically free for nonprofit causes, helping to further build those relationships through streamlined and accessible technology.

Plus, offering tighter integrations with nonprofits helps make the employee and donor experience more optimal as well. When an organization has already established an account with the workplace giving platforms their supporters use, individuals can typically complete their request process more easily⁠—for instance, having the ability to select from a search of pre-approved organizations (such as in the example provided below) rather than having to input all the information for the cause from scratch.

Here's what a workplace giving platform portal can look like.

3. Vendors can now offer auto-submission, which fully streamlines match requests for donors.

In order to provide workplace giving technology that truly streamlines and simplifies matching gift programs for donors, nonprofits, companies, and employees, some providers have rolled out brand-new auto-submission functionality. And it’s exactly what it sounds like⁠! Individuals can now submit their matching gift requests to their employers with a single click directly from the donation confirmation pages of the organizations they support⁠. All they have to do is enter their corporate email address and check, “Yes, submit my matching gift request!”

A comparison between the historic employee giving experience and innovative auto-submission process through workplace giving platforms

Now, this helps in a few key ways. For one, it enables organizations to capitalize on donors’ giving momentum right when they’re at their highest level of engagement with the cause: while giving. It minimizes the risk of them saying, “Oh, I’ll do that later,” and then never coming back to it.

Not to mention, it also significantly decreases the amount of time and effort required of a donor to complete the process. Whereas a donor may have previously been asked to provide information about themselves, their donations, and the organizations to which they give, now, all they need is an email address. The software ecosystem handles the rest of the data behind the scenes!

At this time, auto-submission functionality is made available through workplace giving platforms that integrate with Double the Donation’s matching gift tools. Currently, this includes these corporate giving software providers:

That means that employees of companies outsourcing their workplace program management to these vendors are already eligible to participate in auto-submission. That is, as long as the organizations they’re giving to also employ Double the Donation’s software (and good news: 75% of the largest fundraising organizations already do so).

But auto-submission remains a rapidly growing innovation, which will likely soon incorporate many more corporate vendors (and their clients), companies (and their employees), and nonprofits (and their donors). And we can’t wait to watch all the matching gift requests being processed when they do!

Here are additional resources about workplace giving platforms.

Additional Workplace Giving Resources

If you’re looking for more information about workplace giving and the platforms that can help you be successful, check out the additional resources below:

Find out how to drive corporate philanthropy at your company!

Here are our picks for the top corporate giving software.

Top Corporate Giving Software to Drive Employee Engagement

When it comes to engaging the employees at your company in your workplace giving programs, it can be challenging to find the right tools that promote participation. But the easier it is for your employees to take part in your giving programs, the more likely they are to do so—and the more nonprofits benefit as well.

For companies all over, finding the right software that helps you manage your corporate giving online is essential.

That’s why we’ve compiled a list of the top corporate giving software to drive employee engagement, keep track of each component of your giving program, help your company promote corporate philanthropy, and finetune your corporate giving strategy.

Here are our top picks:

Use this list to find the best corporate giving software for your company and start boosting employee participation in your workplace giving programs.

Plus, read on to explore top trends seen among corporate giving software and how it impacts companies, employees, nonprofits, and donors. Let’s begin.

Millie is a top corporate giving software provider.


Overview of This Corporate Giving Software

Millie is one of the top corporate giving platforms, offering corporate matching gifts, volunteer management, campaign management, and more.

Using Millie, your company can create volunteer events, search for volunteer opportunities, match employee donations according to your budget, and build campaigns around an event or cause.

Millie gives your company the opportunity to create a social impact program that’s easy to use, flexible, and budget-friendly.

Why This Corporate Giving Software Stands Out

Millie offers the option for companies to give charitable dollars to their employees and customers. Recognize outstanding employees or develop deeper relationships with customers or prospects by sending charitable gift cards that can be used to donate to one or more nonprofit organizations.

Offers Matching Gift Auto-Submission?

Yes! This corporate giving software can be integrated with Double the Donation, the industry’s leading matching gift tool to enable matching gift auto-submission functionality. Employees of companies that use Millie will be prompted to enter their corporate email addresses from the nonprofit gift confirmation page to automatically submit their matching gift requests⁠—making it easier than ever for team members to get involved with matching programs.


Visit Millie’s pricing page to view their monthly fees based on the number of employees you have.

Learn more about Millie, one of the top corporate giving software providers.

POINT is a top corporate giving software provider.


Overview of This Corporate Giving Software

POINT is a collaborative volunteer platform that connects communities with local causes. Their mission is to bring local nonprofit leaders the tech tools they need for free, while companies can use the platform to engage employees and boost their CSR programs.

Using the POINT app, companies can manage volunteerism, giving, and partnerships all in one platform that’s easy for employees to use.

When local nonprofits post volunteer opportunities, your company can easily reserve spots or send the information to employees. You can also easily send donations through a simple donation tool, strengthen partnerships with nonprofits, and leverage automatic reporting. 

Why This Corporate Giving Software Stands Out

When companies buy a subscription to POINT, they give the nonprofit POINT platform to a registered 501(c)(3) organization for free. This allows nonprofits to easily find and manage volunteers, saving them time so they can focus their efforts elsewhere.

Offers Matching Gift Auto-Submission?

Yes! POINT integrates with Double the Donation to enable auto-submission functionality. Corporate employees using POINT can then enter their email addresses, which then provides a list of organizations associated with their app profile with which to choose to submit their match request. From there, the request is processed automatically!


Pricing for POINT depends on the number of employees in your company. Visit their website to book a demo.

Learn more about POINT, one of the top corporate giving software providers.

Selflessly is a top corporate giving software provider.


Overview of This Corporate Giving Software,

Selflessly is an all-in-one giving platform for corporate social responsibility that is designed to empower small and medium-sized businesses with effective corporate philanthropy efforts.

This tool offers a range of solutions, including for giving, volunteering, gift matching, reporting, and assessing their contributions.

With Selflessly’s corporate giving software solution, businesses are able to better engage their employees, improve their image among consumers, and support philanthropic efforts that they care about.

Why This Corporate Giving Software Stands Out

Selflessly’s donation matching tools are one of its greatest assets, as corporate gift matching is a key component of many companies’ giving efforts. Plus, a partnership with Double the Donation’s 360MatchPro allows Selflessly to continually streamline the giving process for both businesses and their employees!

Offers Matching Gift Auto-Submission?

Yes! Selflessly features innovative auto-submission technology made available through a seamless integration with 360MatchPro. All employees have to do is provide their corporate email address from the nonprofit confirmation screen, and the rest of the process will be completed automatically.


Their dedicated team will work with you to make sure pricing fits your needs. Visit their website to request a demo or custom pricing.

Selflessly is one of our favorite corporate giving software providers.

America's Charities is a top corporate giving software.

America’s Charities

Overview of This Corporate Giving Software

America’s Charities offers a variety of CSR tools for companies looking to grow their workplace giving and philanthropy programs.

Companies can choose from several options, including three workplace giving technology solutions, special funds management (like employee assistance funds and disaster relief), and standalone services like charitable funds management and payment processing.

One of the most popular solutions, America’s Charities Engage, is an end-to-end giving and CSR solution that helps manage grantmaking, donation matching, workplace giving, employee engagement, and volunteers.

Why This Corporate Giving Software Stands Out

One size does not fit all, which is why America’s Charities offers a broad selection of employee workplace giving technology solutions. They have also had 40 years of experience in this field, and have raised more than a half-billion dollars for tens of thousands of charities through various workplace giving programs.

Offers Matching Gift Auto-Submission?

No, this platform does not yet offer matching gift auto-submission functionality.


Contact America’s Charities for specific pricing information and to request a demo.

Learn more about America's Charities, one of the top corporate giving software providers.

Benevity is a top corporate giving software.


Overview of This Corporate Giving Software

Benevity is one of the leading providers of corporate giving software, offering employee engagement tools that companies can use to do social good. 

Benevity’s platform helps companies find volunteer opportunities, set up and run volunteer grant programs, manage matching gifts and payroll donations, and more.

Using Benevity, your company can create a purpose-driven culture for employees, engage employees in current issues, and make it easy to participate in all of your social good programs with the Benevity app.

Why This Corporate Giving Software Stands Out

Benevity automates every part of your employee engagement program. This provider also offers integrations with Workday, VolunteerMatch, and Okta to provide better access for employees—with less effort needed overall.

Through the Benevity Causes portal, nonprofits can gain access to corporate and individual donors and volunteers, leading to even more support from companies in the nonprofit space.

Offers Matching Gift Auto-Submission?

No, this platform does not yet offer matching gift auto-submission functionality.


Contact Benevity to learn more about their services and pricing.

Learn more about Benevity, one of the top corporate giving software providers.

Bright Funds is a top corporate giving software.

Bright Funds

Overview of This Corporate Giving Software

Bright Funds is a leading provider of corporate giving software as a service for workplace giving,
volunteering and grants management.

With a personalized, intuitive experience, Bright Funds makes it easy to do good with an experience that employees love.

Companies can set it up in less than a day with all the features they need to get their program going including matching gifts, volunteer events, custom campaigns, real-time reporting and more. The fund model allows companies to create funds for disbursement to one or more nonprofits for maximum flexibility.

Why This Corporate Giving Software Stands Out

With nearly a decade of experience, Bright Funds helps companies of all sizes multiply their impact through a comprehensive corporate social responsibility platform. In addition to a seamless user experience, the platform supports global giving and helps companies save time with simple program administration, employee engagement tools and managed donations disbursement. Integrations with many other systems such as ADP, Okta, Workday, Zenefits, VolunteerMatch and more provide a better experience while simplifying deployment. The Bright Network is a free portal for nonprofits allowing them to optimize workplace fund-raising with digital tools such as electronic payments and donor reports.

Offers Matching Gift Auto-Submission?

No, this platform does not yet offer matching gift auto-submission functionality.


Bright Funds supports companies of all sizes. Fees start at $2 per month per employee for companies under 300 employees and scales based on employee count. Contact Bright Funds for more details and register for a free 30-day trial (no credit card required).

Learn more about Bright Funds, one of the top corporate giving software providers.

CyberGrants is a top corporate giving software.


Overview of This Corporate Giving Software

CyberGrants is another top corporate giving software solution that offers fully integrated tools for grants management, employee giving, volunteerism, disbursement, disaster relief, and more.

Using CyberGrants, you can create innovative programs from matching gifts, to political action campaigns, to charitable spending accounts. 

Their real-time reporting, automated payroll, and rules-based approvals make it easy for your company to roll out your social good programs and manage them efficiently.

Why This Corporate Giving Software Stands Out

CyberGrants specializes in two areas: employee giving and grants management. That means if you’re looking for an all-in-one solution for managing your grant applications, disbursements, matching gifts, employee donations, and volunteer programs, CyberGrants is a great option.

Offers Matching Gift Auto-Submission?

No, this platform does not yet offer matching gift auto-submission functionality.


Contact CyberGrants for a demo and to learn more about pricing.

Learn more about CyberGrants, one of the top corporate giving software providers.

SmartSimple is a top corporate giving software.


Overview of This Corporate Giving Software

SmartSimple is a robust corporate giving software solution that offers grant management, employee giving, matching gifts, volunteer management, volunteer grants, and more.

Using SmartSimple’s tools, you can streamline every step in your workplace giving programs, easily manage volunteering, administer your matching gift programs while following your guidelines and match ratios, and focus on in-kind giving.

Beyond their many corporate giving tools, SmartSimple offers detailed reports, dashboards, and maps using real-time data. 

Why This Corporate Giving Software Stands Out

Beyond its many robust corporate giving solutions, SmartSimple also offers a goals tracking feature, which allows your company to track your goals against all of your CSR and giving initiatives. Define your goals across all of your efforts, which can in turn be shared with the rest of your company and its stakeholders.

Offers Matching Gift Auto-Submission?

No, this platform does not yet offer matching gift auto-submission functionality.


Visit SmartSimple’s website for pricing information and to request a demo.

Learn more about SmartSimple, one of the top corporate giving software providers.

YourCause is a top corporate giving software.


Overview of This Corporate Giving Software

YourCause is a top corporate giving software solution for managing workplace giving, employee volunteering, grants, and more.

Boost participation and employee engagement using their CSRconnect solution, which allows your company to manage disaster relief, seasonal campaigns, year-round matching, peer-to-peer fundraising, and volunteer events.

Aside from tracking donations and hours, YourCause offers robust reporting features that allow your team to track data and recognize outstanding employee participants. You can also boost employee participation by offering incentives.

Why This Corporate Giving Software Stands Out

YourCause offers a free portal that allows verified nonprofit organizations to create and manage volunteer events, access donor information, and engage with companies and their employees. This can in turn help your company form stronger relationships with nonprofits that are working toward worthy causes.

Offers Matching Gift Auto-Submission?

No, this platform does not yet offer matching gift auto-submission functionality.


Contact YourCause to request a demo and get more information about pricing.

Learn more about YourCause, one of the top corporate giving software providers.

corporate giving software trends

Corporate Giving Software Trends | What We’re Seeing

Corporate giving software plays a significant role in nonprofit-corporate partnerships, and it’s come a long way in terms of user experience, accessibility, functionality, and more. And we’re still seeing and expecting big shifts as innovation continues.

Let’s walk through a few key trends pertaining to corporate giving software and how it impacts the industry here:

Increasing ease of use for companies, employees, and more

As corporate giving technology continues to develop, both the corporations and the nonprofit organizations they support can benefit exponentially. Meanwhile, continuously developing solutions are making it easier than ever before!

And recently, corporate giving software providers are increasingly focused on elevating the user experience for the backend users (i.e., the companies purchasing the tools) as well as the front end (i.e., corporate employees) to optimize program participation.

More programs and tools catering to small and mid-size businesses

Corporate giving has historically been an initiative fairly exclusive to the largest of corporations. There are many reasons why this is assumed so, with one of the most significant being that the technology infrastructure used to manage the programs was designed with Fortune 500 and other mega companies in mind.

Now, however, more and more providers are prioritizing tools that are both accessible and affordable for smaller and mid-level companies as well. By doing so, this opens up corporate giving participation to businesses of all shapes and sizes, enabling a wide range of employers to take part with ease.

Tightening nonprofit partnerships with workplace giving auto-submission

One key form of corporate giving that each vendor listed above offers is matching gifts. That’s for a good reason⁠—employer matching gifts are one of the most popular corporate giving programs among companies, nonprofits, donors, and employees alike. And whereas individual participants previously had to complete a separate request process with their employer’s corporate giving portal to complete their matches, more and more software providers are rolling out auto-submission functionality to further streamline the experience from start to finish.

Auto-submission process for corporate giving software

Specifically, matching gift auto-submission enables employees to submit their match requests to their employers directly from the nonprofit’s website that they’ve supported. Typically, all they have to do is provide their corporate email address (and perhaps one additional form of verification) on the donation confirmation page, and the software ecosystem processes the submission from there! This makes participating in matching gift programs easier than ever and removes several roadblocks that often result in eligible matches going unclaimed.

Here are additional resources for corporate giving software.

Additional Corporate Giving Resources

If you’re looking to learn more about corporate giving, employee engagement, or the tools that can help you expand your CSR program, check out these resources below!

Find out how to drive corporate philanthropy at your company!

Here are our top employee engagement ideas to drive philanthropy.

7 Employee Engagement Ideas to Promote Philanthropy

When you think of employee engagement, what comes to mind? It could mean having happy employees, employees who are invested in the work they’re doing for your company, or employees who feel good about what your company does as a whole.

In reality, all of those traits define employee engagement. And having high employee engagement levels comes with a lot of value.

Why is employee engagement important?

Employee engagement is important because it boosts productivity, profitability, and retention rates at your company. When employees are engaged at their company, it means they have an emotional investment in the work they’re doing and the work your business does overall.

But employee engagement takes many forms, and it takes effort from your company to foster an environment that encourages engagement. One of the most effective ways you can boost engagement at your company is through corporate philanthropy.

When companies take part in corporate philanthropy efforts, it reflects well on them as a whole and encourages employees to get involved. In this article, we’ll outline seven employee engagement ideas centered around philanthropy. Using these ideas, your company will be in a better position to increase engagement among your employees.

We’ll discuss:

  1. Matching Gift Programs
  2. Corporate Volunteerism
  3. Corporate Volunteer Grants
  4. Automatic Payroll Deductions
  5. Annual Giving Campaigns
  6. Cause Marketing Campaigns
  7. Employee Engagement Software

Centering your efforts around corporate philanthropy is a great way to boost morale among your employees and keep them invested in the work you do. Let’s get started.

Matching gift programs are a great employee engagement idea.

1. Matching Gift Programs

With the rise of corporate social responsibility (CSR), many companies are taking the initiative to do good in their communities. One of the most common ways companies do this is by implementing matching gift programs.

Corporate matching gift programs are a type of philanthropy in which companies financially match donations that their employees make to nonprofits.

One of the most effective employee engagement ideas is matching gifts.

Many companies match at a 1:1 ratio (dollar for dollar), but these ratios range anywhere from .5:1 to 4:1. That means nonprofits have the opportunity to receive at least double the amount of an initial gift.

How do matching gifts tie into employee engagement?

Matching gift programs are essential for employee engagement because those programs demonstrate to employees that your company cares about the same organizations and causes they do.

Even though matching gifts are common in terms of workplace giving programs, many employees don’t know their companies even offer a program.

That’s why your company should take the initiative to promote these programs to your employees. Whether it’s done through onboarding or regular employee communications, alerting employees to the fact that they can double their donations to their favorite charities can go a long way in terms of engagement.

Taking this initiative is also great for the nonprofits your matching gift program benefits, because the more you encourage employees to participate in these programs, the more nonprofits will raise for their causes. It’s a win-win!

Corporate volunteerism is a great employee engagement idea.

2. Corporate Volunteerism

Just as matching gifts are one of the most common types of CSR programs out there, another common CSR initiative is corporate volunteerism.

Through corporate volunteerism, employees are encouraged to volunteer their time at local nonprofits they want to support. 

Companies encourage volunteerism in a number of ways, one of which is through offering paid time off during the year to volunteer. This is an extra incentive for employees because they get to support a charitable cause while still getting paid.

Many companies also offer volunteer days, such as a day of service, to promote team-building and give back to the community. This encourages coworkers to get together, get to know one another, and work as a team to help an organization.

Corporate volunteerism also benefits nonprofits because of the skills corporate employees bring to the table—which are often skills and expertise that the nonprofits may not otherwise be able to afford.

How does corporate volunteerism tie into employee engagement?

Companies that promote volunteer opportunities and actively encourage their employees to participate show that they care about giving back to the community, and are even willing to offer paid time off to do so. This reflects well on companies and even encourages consumers to continue purchasing products and services from them.

When employees see the good their companies are doing in their communities, they are more likely to participate, think positively about their role in the company, and be happier as a result.

Corporate volunteer grants are a great employee engagement idea.

3. Corporate Volunteer Grants

Corporate volunteerism doesn’t end with the time and effort that your employees offer nonprofits. There’s another type of workplace giving program directly related to volunteerism that can benefit nonprofits, reflect well on your company, and boost employee engagement.

Corporate volunteer grants turn non-monetary contributions—volunteer hours—into revenue for your nonprofit. When employees at a company devote a specific number of hours to volunteering with a nonprofit, participating companies provide a set dollar amount for those hours to the nonprofit.

One of the most effective employee engagement ideas is volunteer grants.

For example, this could look like:

  • $25 for every hour an employee volunteers
  • $15 per hour an employee volunteers, with a minimum of 20 hours
  • $500 after volunteering 20 hours with a nonprofit

Corporate volunteer grants essentially help nonprofits meet their fundraising and volunteer goals at the same time.

How do corporate volunteer grants tie into employee engagement?

Many volunteers and nonprofits are unaware that the volunteer’s employer even offers a volunteer grant program. That’s why it’s essential to actively promote these opportunities to employees—especially those who volunteer with nonprofits on a regular basis.

The more you encourage volunteerism and promote volunteer grant opportunities, the more employees will feel engaged with your company and its values.

Additionally, the easier you make it to participate in your volunteer grant program, the more you’ll get out of the program you’ve invested in. One way to make participation easier and more streamlined is by investing in employee engagement software. If you’re interested in the kinds of solutions available to you, jump to that section now!

Automatic payroll deductions are a great employee engagement idea.

4. Automatic Payroll Deductions

Another form of workplace giving that can lead to high employee engagement is automatic payroll deductions. 

An automatic payroll deduction allows employees to deduct a small portion of each paycheck to donate to a charity. 

Here's how automatic payroll deductions work as an employee engagement idea.

Automatic payroll deductions are great options for employees because they can give to nonprofits in smaller increments—especially if they’re unable to donate a large sum at once. If their employer also offers a matching gift program, those donations can even be doubled.

Most organizations are generally vetted by companies to ensure their employees’ automatic payroll contributions are going to reputable nonprofits. This will reassure employees that their donations are going to a good cause. 

How do automatic payroll deductions tie into employee engagement?

By making it easy for employees to give to reputable organizations, your company accomplishes a few things:

  • Employees get to make a difference for the causes they care about.
  • The donations have no extra fees for the nonprofits (like credit card processing fees) and the donation is still tax deductible for employees.
  • Employees will continue to participate in automatic payroll deductions long term because of the ease and security associated with the program.

The more options you offer as part of your workplace giving programs, the more likely employees will be to engage and participate in those programs. Automatic payroll deductions are an excellent option to consider as a company.

Participating in annual giving campaigns is a great employee engagement idea.

5. Annual Giving Campaigns

The year-end giving season (generally October through December) is the most popular time for nonprofit donations. During this time, donation numbers are higher than all year round.

Companies can use this time to encourage their employees to donate to important causes. This can be done via monetary donations or donations of time. When paired with matching gifts and corporate volunteer grants, the impact goes even further.

Many nonprofits run annual giving campaigns around this time of year to raise a large portion of the funds they need to continue serving their missions. Encouraging your employees to give during these campaigns is especially important for the nonprofits they support, but also for your company’s image.

How do annual giving campaigns tie into employee engagement?

If your company wants to boost engagement among its employees, be sure to encourage them to participate in annual giving. Promote specific opportunities to donate to nonprofits whose missions align with your company values. This reflects well on your company in the public eye, while also showing your employees that giving to worthy causes is an important component of your business practice.

Cause marketing campaigns are a great employee engagement idea.

6. Cause Marketing Campaigns

As a big part of CSR, companies will often launch a cause marketing campaign in conjunction with a nonprofit cause. During a cause marketing campaign, a company increases its own profitability while also doing good in the communities in which they operate.

Here's how cause marketing campaigns work as a employee engagement idea.

Here are some examples of cause marketing:

  • Businesses encourage customers to round up their purchases to donate to a specific charity or cause.
  • Businesses donate a portion of their profits to a specific charity or cause. 
  • Businesses accept donated goods to provide to specific charities.

Both the for-profit and nonprofit sides benefit from cause marketing. For-profit businesses can see an increase in sales and exposure, while nonprofits receive more funding and goods that can help them serve their constituents.

How do cause marketing campaigns tie into employee engagement?

Cause marketing is a great employee engagement idea because it actively encourages employee participation. After all, cause marketing works best if your company is helping a cause that your employees believe in. If your staff supports the idea, they’ll work harder and be more invested in helping.

Employee engagement software is a great employee engagement idea.

7. Employee Engagement Software

For all of these employee engagement ideas, you’ll want to have an organized system in place to run it. With so many moving parts and workplace giving options, it can be challenging to consolidate donations, volunteer opportunities and hours, and matching gift requests in one place.

Employee engagement software is a must when it comes to organizing your workplace giving programs.

Using an employee engagement platform, you can:

  • Track and review employee donations, including automatic payroll deductions.
  • View and approve employee matching gift requests.
  • Allow employees to log their volunteer hours.
  • View and approve volunteer grant requests.
  • Post and coordinate volunteer opportunities for your employees.
  • Organize team volunteer events.

These are just some of the ways employee engagement software can help keep your company on track.

Be sure to invest in the right employee engagement software that will allow your company to benefit the most from the workplace giving programs you’ve already invested so much into.

Here are some additional resources regarding employee engagement ideas.

Additional Resources

Looking for even more information about employee engagement ideas that can benefit your company? Start with the resources below:

Find out how to drive corporate philanthropy at your company!

Learn the essentials of employee engagement with our guide!

Employee Engagement: The Essential Guide for 2021

As a company, managing employees and productivity can be a challenge. You want to keep your employees happy and feeling fulfilled in their work, and a lot of the time, their level of engagement with their job informs all of that.

That’s why keeping your employees engaged is so important.

High employee engagement is one of the top reasons employees stay at their jobs long term, are more productive, and feel fulfilled. In order to explore these ideas, we’re going to define employee engagement and dig deeper into why it makes a difference for your company.

What is employee engagement?

Employee engagement refers to the level at which employees are excited about and committed to their jobs. When employees are engaged, they are more likely to produce higher quality work and feel invested in what they do.

Employee engagement refers to the level at which employees are excited about and committed to their jobs.

Employee engagement is different from employee satisfaction, but these terms are interconnected. Satisfaction simply means an employee enjoys their job, but isn’t necessarily engaged with it. Employee engagement, on the other hand, means employees are emotionally invested in the work they’re doing.

Consider the following questions as you look into ways your company can boost your employee engagement levels:

  1. Why is employee engagement important?
  2. What are effective employee engagement ideas?
  3. How does employee engagement software help companies?
  4. What are some additional employee engagement resources?

There are many benefits of employee engagement and ways to enhance it at your company. Let’s jump in.

This is why employee engagement is important.

1. Why is employee engagement important?

According to recent statistics, 85% of employees are not engaged in the workplace—which means a large number of employees might leave their current jobs for another.

On the other hand, studies indicate that companies whose employees are engaged are 22% more profitable.

Put simply, employee engagement is important because it leads to higher retention rates and productivity. As is implied, a higher retention rate also means your company doesn’t have to deal with as much turnover, hiring, and training, which saves you a lot of money down the road.

Here are four top reasons why employee engagement matters.

The takeaway? Employee engagement leads to happy employees, longer tenures with your company, and higher productivity levels.

So, how can your company build up its employee engagement rate? There are many ways to do this, but we’re going to focus specifically on one avenue that has a huge impact: corporate social responsibility programs. Read on to learn more!

Here are some effective employee engagement ideas.

2. What are effective employee engagement ideas?

If you’re looking for effective employee engagement ideas, consider corporate social responsibility. Corporate social responsibility (CSR) is a term used to describe a company’s efforts to improve society. And with CSR comes many different initiatives companies take on to do just that.

Offering generous and inclusive CSR programs is one of the top drivers of employee engagement because employees are more likely to be happy working for a company that contributes to social good.

Employee Engagement and Corporate Social Responsibility

CSR is an umbrella term that covers everything from corporate philanthropy to positive economic and environmental efforts a company takes upon itself.

For the purpose of this article, we’re going to focus on some of the top philanthropic efforts a company can put forth that in turn boost employee engagement. These include:

Matching Gifts

One of the best ways to foster employee engagement is through corporate matching gift programs. Corporate matching gifts are a type of CSR initiative in which companies financially match donations their employees make to nonprofits.

Matching gifts drive a large component of employee engagement.

When it comes to workplace giving and CSR, matching gifts are a common offering, and it’s important for companies to actively promote these opportunities to their employees.

Employees who understand how to request a matching gift for their donation will be more likely to go through the process and feel good that their company made their gift go twice as far.

That said, it can be challenging to inform employees of your matching gift program. That’s why you should also make a point to promote matching gift opportunities throughout the year in a variety of ways, including:

  • New employee training materials
  • End-of-year campaigns
  • Internal employee communications

When you encourage employees to participate in your matching gift program, it not only benefits your company and helps you make the most of the giving program you’ve invested in, but also benefits the nonprofits those dollars go toward.


Now is the time to implement or enhance your employee volunteer program. That’s because offering volunteer opportunities within your company is a fantastic way to keep employees happy and fulfilled.

Whether you offer paid time off to volunteer, team-building volunteer opportunities, or a simple way for employees to access volunteer positions in your community, employees will be excited to step up and help the causes they care about.

When it comes to corporate volunteering and building up employee engagement, volunteering takes on a few manifestations:

Volunteer grants are another key driver of employee engagement.

  • Volunteer grants. Corporate volunteer grants are another form of corporate philanthropy in which companies provide monetary grants to nonprofits where their employees regularly volunteer. This means nonprofits get two forms of support in place of one: valuable volunteer hours and financial contributions.
  • Individual volunteer opportunities. Many companies offer paid time off for employees to volunteer at organizations they care about. This is a great incentive to boost employee engagement because they get paid while supporting an important cause. Add in a volunteer grant, and the benefits extend even further!
  • Team volunteer opportunities. As a team-building activity, companies often plan a day of service or similar event to get their employees together to give back to the community. This can also result in team volunteer grants, increased camaraderie among coworkers, and deepened relationships with the nonprofits in their community.

Companies also tend to use employee engagement platforms to organize their volunteer activity, as well as manage matching gifts and employee donations. This type of platform helps companies track volunteer opportunities in the greater community around their business, get employees signed up, and keep them engaged in the company’s culture of giving.

Looking to learn more about employee engagement software? Jump to that section now!

Other CSR Initiatives

Beyond matching gifts and corporate volunteerism, there are several other types of CSR initiatives that encourage employee engagement and participation.

Among the most common are workplace giving programs like automatic payroll deductions, annual giving campaigns, and other opportunities to donate to good causes. 

Through these company-sponsored programs, nonprofits are vetted and can build solid relationships with companies and their employees. Employees can rest assured that they’re donating to a worthy cause, and nonprofits get the support they deserve. Meanwhile, companies can get the most out of the giving programs they invested in.

Out of all the employee engagement ideas out there, focusing on corporate philanthropy and workplace giving, as well as other corporate social responsibility programs, will help your employees feel fulfilled and happy working for your company. Knowing that your company cares about the same causes they care about will keep them engaged and invested in the work they do for you.

Here's how employee engagement software helps companies.

3. How does employee engagement software help companies?

Having highly engaged employees is great, right? When you offer opportunities for employees to get involved in helping important causes, everyone will benefit.

But how can you effectively keep track of and manage all of these programs?

Tracking workplace giving programs and volunteer opportunities might sound like spreadsheets upon spreadsheets and lots of data entry. But there’s another way your company can manage your employees’ activity, as well as the programs you’re promoting: employee engagement software.

Employee engagement software helps you keep track of employee donations, volunteering opportunities, automatic payroll deductions, grant requests, and more.

Let’s turn back to those employee engagement ideas we discussed earlier:

Matching Gift Programs and Employee Engagement Software

When you invest in software that helps you regulate your matching gift program, you’ll make it easier for employees to get their donations matched for any eligible nonprofit. This makes them more likely to participate and feel engaged with your company as a result.

Employee engagement software helps manage your matching gift program by:

  • Allowing you to review or automatically approve matching gift requests that meet your company’s guidelines
  • Helping you track employee donations and measure overall impact
  • Tracking your goals and overall CSR-related progress

All of these features give your company a bigger picture of the impact you can make.

Corporate Volunteerism and Employee Engagement Software

Employee engagement software can also regulate your volunteer opportunities. The easier it is for employees to provide you with their volunteer activity information, the more likely they will be to participate in your volunteer program.

For example, employee engagement software helps manage your volunteer program by:

  • Allowing your company to find or create new volunteer events
  • Making it easy for employees to track their volunteer hours
  • Helping you track and approve volunteer grant requests

Volunteering consists of many juggling tasks, but when you use software to streamline the tracking and approval process, you’ll save your team and your company a lot of headache.

Here are some additional employee engagement resources.

4. What are some additional employee engagement resources?

Your employee engagement efforts shouldn’t stop here! Now that you have a basic understanding of how employee engagement works, check out these additional resources:

Find out how to drive corporate philanthropy at your company!

Why Workplace Giving Matters for Nonprofits + Companies

Why Workplace Giving Matters for Nonprofits + Companies

In this day and age, companies are diving deeper into social good. This is largely due to the rise of corporate social responsibility (CSR), which reflects a company’s efforts toward improving society.

It’s through these efforts that corporate social responsibility programs are created. And one of the biggest programs to come from CSR is workplace giving.

The reasons why workplace giving matters aren’t limited to companies, however. Nonprofit organizations all over the world benefit from CSR initiatives, with workplace giving at the forefront. So if you’re part of a nonprofit organization and you’re wondering why you should care about workplace giving strategies, this guide is a great place to start. Likewise, if you work for a company trying to implement or enhance its workplace giving program, this article will be a great resource for you, too.

Both companies and nonprofits should be focusing on workplace giving—it’s a key driver of success from both ends. That’s why we’re going to cover the following topics:

  1. What is workplace giving?
  2. Why workplace giving matters for companies
  3. Why workplace giving matters for nonprofits
  4. Why workplace giving matters for employees
  5. How can companies implement and maintain workplace giving programs?
  6. Additional workplace giving resources

Workplace giving can have a huge impact on society as a whole, benefiting nonprofits all over the globe. But there’s more to it than that. Let’s get started.

This is what workplace giving is and how it works.

1. What is workplace giving?

Workplace giving is a company-sponsored program that provides its employees with the opportunity to financially support nonprofit organizations.

Through workplace giving, employees can make charitable donations to the nonprofits they care about. 

Workplace giving matters because it is a company-sponsored program that provides its employees with the opportunity to financially support nonprofit organizations.

Workplace giving is an umbrella term, which means it takes many forms when it comes to supporting organizations. One of the most common types of workplace giving programs is payroll deductions, through which employees automatically deduct a portion of their paycheck to a charity of their choice.

Payroll deductions and other similar workplace giving programs can result in a larger number of donations to nonprofits. For example, when multiple employees across several companies choose to give part of their paycheck to the same nonprofit, that nonprofit will amass a large amount of funds and support.

But workplace giving extends beyond this. In fact, diversifying workplace giving is one of the best ways a company can get its employees to participate. When you don’t limit them to one or two giving options, employees have the freedom to choose how they want to give and actively take part in the process as a result.

As part of workplace giving, companies can choose to:

  • Match donations. Corporate matching gift programs are a form of workplace giving in which companies financially match donations their employees make to nonprofits. When paired with other workplace giving campaigns where employees financially support nonprofits, those donations are essentially doubled.
  • Offer volunteer grants. For employees who might not be able to donate financially, they can still donate their time. Employees who volunteer on a regular basis with a nonprofit can submit a volunteer grant request to their employer. This means the nonprofit will receive a set amount of money based on the number of hours the employee committed to them.
  • Participate in annual giving. During the year-end giving season (generally October through December), donation numbers are even higher than all year round. Many companies run seasonal giving campaigns, encouraging employees to set up automatic payroll deductions to give to nonprofits of their choice, and then matching those donations.

Corporate matching gifts are arguably the most effective and important giving channel to focus on as both a company and a nonprofit. Most companies match at a 1:1 ratio (a dollar for a dollar), but ratios can range from .5:1 to 4:1. Many companies also match donations to a wide range of organizations, with few restrictions.

So when nonprofits tap into workplace giving, corporate matching gifts should be something they actively pursue. And when employees give through their employers, matching gifts can maximize their impact.

A huge component of why workplace giving matters is the benefits of matching gifts.

Workplace giving can be enhanced by any of the programs we’ve already mentioned. But the most important thing to remember is when companies offer multiple ways to give to charities, employees will be more likely to participate in the first place.

Here's why workplace giving matters for companies.

2. Why workplace giving matters for companies

Beyond the social good workplace giving promotes all around, there are specific benefits for companies. When it comes to employee engagement, a company’s employees tend to be happier working for companies that support generous giving initiatives. Employees have a longer tenure with those companies, which then benefits the company because of its higher retention rates and money saved from low employee turnover.

Apart from internal benefits, companies also maintain a positive public image in the communities in which they operate. Consumers are more likely to buy products and services from companies that encourage workplace giving.

Your company has spent a lot of time and energy setting up its workplace giving program, and it’s obvious that many benefits come with this. But beyond having an effective workplace giving program, it should also be easy for your employees to participate. After all, the more your employees take part in workplace giving, the happier they’ll be.

For that reason, finding software that makes participating in workplace giving easy can help you get the most out of your program. Read more about workplace giving software solutions below!

Here's why workplace giving matters for nonprofits.

3. Why workplace giving matters for nonprofits

It’s obvious that workplace giving campaigns help nonprofits financially. But the benefits go deeper than that. 

When companies emphasize corporate matching gifts and other workplace giving programs, nonprofits benefit tremendously. This is because:

  • Workplace giving builds stronger relationships between nonprofits and companies/employees.
  • Long-term relationships between nonprofits and companies lead to ongoing partnerships and corporate sponsorships for the nonprofit’s events and programs.
  • All of this support means nonprofits can better serve their constituents and their missions.

Nonprofits also save time and resources by participating in workplace giving programs. They can receive gifts in a cost-efficient way without spending more time soliciting donations. Instead, that time can go to doing good.

When companies do everything they can to encourage employees to participate in workplace giving programs, nonprofits will get more than just monetary support. They’ll become part of a larger community that helps them reach their goals and keeps their organization running.

Here's why workplace giving matters for employees.

4. Why workplace giving matters for employees

Workplace giving doesn’t just benefit companies and nonprofits. As previously mentioned, companies that participate in workplace giving maintain a higher employee engagement rate and lower turnover. So let’s look specifically at how workplace giving programs can further benefit employees:

  • Employees give to reputable charities. One of the benefits of workplace giving—especially for employees—is that they can be certain they’re giving to reputable organizations. Generally, workplace giving programs carefully screen the nonprofits that participate according to strict guidelines. This means employees can rest assured their donations are going to a good cause.
  • Employees give in smaller increments. Employees who might not be able to donate a large sum at once can benefit from automatic payroll deductions. The smaller amounts deducted from each paycheck will add up over time, and when paired with a matching gift from their employer, they can make a real impact.
  • Employees make a larger impact overall. Even if employees are only able to donate in small increments, their gifts combine with thousands of employees across the country to those nonprofits. That money is also unrestricted—meaning it’s not meant for a specific purpose and can be used in any way by the organization. The fewer restrictions in place, the greater the impact.

There are many reasons why workplace giving matters, and for employees, being able to donate effectively to worthy causes is a big one.

This is how companies can maintain workplace giving programs.

5. How can companies implement and maintain workplace giving programs?

For companies, implementing and keeping up with their workplace giving programs is crucial to their success. If a company doesn’t have a set process in place for tracking matching gifts, volunteer grant requests, payroll deduction options, and other components of their giving programs, those tasks can quickly become tedious and disorganized.

That’s why many companies invest in workplace giving solutions to effectively track each task, their CSR initiatives, their goals, and any pending requests. There are many types of workplace giving platforms, so be sure to look for tools that meet your company’s needs.

More specifically, if you’re running a matching gift, volunteer grant, or payroll deduction program, below are some key features to look for in your workplace giving solution:

  • Centralized employee donation tracking
  • Streamlined approval process for nonprofit types, donation matches, and volunteer grants
  • Volunteer event setup and management
  • Volunteer hour tracking
  • Payroll integration

When you choose workplace giving software that offers the tools you need to manage each component of your giving program, it’ll be much easier for your employees to get involved and for your company to track your overall CSR initiatives and progress.

How can companies offer the best workplace giving programs for employees?

According to corporate giving research, one of the largest considerations as to whether employees will participate in a workplace giving program revolves around how easy it is for them to get involved. For many donors, that idea is based heavily on the different ways that they’re able to give.

For example, our studies show the following:

96% of employees at companies with matching gift programs have a strong or very strong preference for their company to match donations made directly to a nonprofit (such as through the nonprofit’s website, peer-to-peer fundraising platform, or mail) rather than only matching donations through a workplace giving software platform.

This idea boils down to the fact that employees do not want their abilities to participate in an employee giving program to be restricted to gifts made through one platform or another. The more options a company has for employees to support the nonprofits they care about (and to get their contributions matched), the more likely they are to partake.

Along similar lines, if you want more employees to get involved with your giving initiatives, it helps to offer match low minimum donations, high maximums, and liberal submission deadlines⁠—not to mention, matching donations by more types of employees to more categories of nonprofit causes.

How can companies actively promote workplace giving programs?

The best thing a company can do to promote workplace giving—and to help nonprofits in the process—is to educate their employees.

Feature your workplace giving programs in employee onboarding materials. More specifically, you should highlight:

  • Matching gift programs
  • Volunteer grant opportunities
  • Payroll deductions
  • Paid time off to volunteer
  • Other opportunities to support nonprofits

Educating your employees from the start and offering reminders throughout the year (or even through a year-end giving campaign) will keep your CSR initiatives at the forefront of your company culture.

Of course, it’s always a good practice to get feedback on your workplace giving programs, especially from employees. This will help you determine whether your program is accessible and effective for those who work within your company. Send out surveys and even allow employees to vote on the types of nonprofits or causes they want to support (or the types of workplace giving programs they want to see).

When companies take charge and contribute to the greater good, nonprofits can benefit immensely. But the effectiveness of a workplace giving program depends on how the company implements it, how they promote it, and how they maintain it at all times.

Here are some additional resources on why workplace giving matters.

6. Additional workplace giving resources

Hopefully, this guide has served as a helpful start to learning more about employee giving opportunities and why workplace giving matters in the long run. Whether you’re part of a company or nonprofit, the benefits of taking part in workplace giving programs are endless.

If you want to do some further reading, we’ve compiled a few of our favorite resources below:

Find out how to drive corporate philanthropy at your company!

Top 6 Capital Campaign Consulting Firms

7 Exceptional Capital Campaign Consulting Firms

7 Exceptional Capital Campaign Consulting Firms (Reviewed)

Planning for a capital campaign is a huge endeavor, and even the most experienced nonprofits need some assistance. Your nonprofit can get help by hiring a capital campaign consultant or a capital campaign consulting firm.

To make sure we’re on the same page, a capital campaign consultant is a professional adviser that can provide counsel on how to plan for your campaign. Consultants can help complete common capital campaign tasks, such as performing a feasibility study, writing a case for support, and training your leadership.

You can hire a consultant to assist you throughout the duration of the campaign or for just a few small tasks here and there.

If you’re not sure who to hire, we have seven capital campaign consulting firms that you can consider. 

Top Capital Campaign Consulting FirmsDistinguishing Feature
Aly Sterling Philanthropy Philanthropy Blueprint assessment
Averill Fundraising Solutions Capacity building
The Capital Campaign Toolkit Digital Resources
Alexander HaasCapital campaign counsel for churches
Brian LacyWealth screening
J.F. Smith GroupCampaign outreach
The Curtis GroupCampaign design and branding

In case you were wondering, we picked these top seven capital campaign consulting firms based on client satisfaction, knowledge of capital campaigns, and strength of approach.

Aly Sterling Philanthropy is our top choice capital campaign consultant firm.

1. Aly Sterling Philanthropy — Our Top Choice Capital Campaign Consultant


Aly Sterling Philanthropy is a full-service consulting firm, with years of experience guiding organizations through capital campaigns.

Their team is comprised of experienced professionals that understand the importance of strong leadership and a solid infrastructure. 
Aly Sterling Philanthropy's capital campaign consultants assess fundraising strategies with their unique Philanthropy Blueprint.

When working with Aly Sterling Philanthropy, the consultants will conduct a Philanthropy Blueprint, which is a 6-step process that assesses your organization to pinpoint where you need the most help.


Aly Sterling offers services, such as:

  • Performing feasibility studies
  • Writing a case for support
  • Training leadership
  • Researching prospective donors

In addition to the services listed above, their website includes resources to help nonprofits navigate the planning process for capital campaigns (and other fundraisers!).

Type of Client

Aly Sterling Philanthropy, a member of The Giving Institute, has worked with the Boys and Girls Club of Toledo, Ronald McDonald House Charities of Southern West Virginia, and Maumee Valley Habitat for Humanity.

They are proud to work with organizations of any size that serve a range of causes, including arts and culture, healthcare, and social justice advocacy. 


While headquartered in Toledo, Ohio, Aly Sterling welcomes clients located anywhere in the United States.

Learn more about Aly Sterling Philanthropy's full suite of capital campaign services.

Averill Fundraising Solutions is our favorite capital campaign consultant for nonprofits.

2. Averill Fundraising Solutions — Our Top Choice Capital Campaign Consultant


When you hire Averill Fundraising Solutions to serve as your capital campaign consultant, you can trust you’re gaining a partner that has diverse experience throughout the nonprofit sector.Averill Fundraising Solutions's capital campaign consultants offer a wide range of services.

Averill’s consultants can help your team during the pre-planning phase by developing key collateral (like case statements and prospect lists), or they can stay on for the whole campaign as your capital campaign’s director.

Since they have over 75 years of experience working with charities, faith-based organizations, schools, and other nonprofits, they’ll be ready to take on any challenge your capital campaign presents.

Depending on your needs, they may even embed a capital campaign consultant in your organization to provide extra guidance from the inside out.


You can rely on Averill for:

  • Campaign direction
  • Campaign planning and feasibility studies
  • Annual fund direction
  • Executive search
  • Embedded staffing

With any of these services, Averill’s capital campaign consultants will stay with you every step of the way as partners.

Type of Client

Large organizations representing a wide variety of interests have consulted with Averill in the past, including the Salvation Army in Sierra del Mar, California, and the Boys and Girls Club in Newark, New Jersey. 

Averill also partners with mature organizations at a smaller scale to help them grow into the institutions they want to become.


Located in New York, Averill is in the neighborhood of some of the top major gift giving prospects in the United States. However, the firm works with organizations all across the U.S. and Canada.

Averill Fundraising Solutions has consulted with faith-based, healthcare, and educational organizations on their capital campaigns.

The Capital Campaign Toolkit is a top resource for nonprofit professionals uninterested in traditional capital campaign consulting firms.

3. The Capital Campaign Toolkit — Our Top Pick for Digital Resources & Advising

OverviewThe Capital Campaign Toolkit offers a wide variety of capital campaign services.

We understand that not every campaign director will desire the assistance of traditional capital campaign consulting. For those nonprofit professionals, we recommend the Capital Campaign Toolkit.

The Capital Campaign Toolkit is the only fully online, virtual campaign resource for nonprofits.

The Toolkit breaks capital campaigns out into a seven-phase plan, spanning from pre-campaign planning to post-campaign analysis. Along the way, it empowers nonprofit professionals with the knowledge, confidence, resources and expert support needed to hold an effective capital campaign.


The Capital Campaign Toolkit includes the following features and services:

  • A step-by-step capital campaign plan
  • Campaign templates, checklists, assessments and worksheets
  • A Guided Feasibility Study
  • Expert capital campaign advisors

The Toolkit (as well as comprehensive free resources on the Toolkit’s website, such as this guide to capital campaigns) empowers nonprofit professionals to successfully navigate their next capital campaign on their own terms. However, you can also work with their team of expert advisors for additional support.

Type of Client

The Capital Campaign Toolkit was created for leaders of all size nonprofits who:

  • Are uninterested in traditional consulting.
  • Want to be empowered and learn successful campaign strategy and techniques.
  • Are seeking an online-powered approach.
  • Want a community of colleagues who are leading successful campaigns.
  • Are looking for budget-friendly support and advising.

Whether due to budgetary constraints or poor experiences with consultants in the past, the Toolkit was created for those seeking a refreshing campaign experience.


The Toolkit is a fully online, virtual resource that is incredibly accessible for nonprofit leaders across the country and around the world. This means that regardless of location, your organization can make the most of the Toolkit’s resources.

Visit the Capital Campaign Toolkit website.

Alexander Haas is another top capital campaign consultant.

3. Alexander Haas


As one of the leading fundraising consulting firms in the nation and a member of The Giving Institute, Alexander Haas has years of experience planning capital campaigns. 

In their own words, they “know what it takes to be successful in today’s philanthropic marketplace and how to help you get the results it takes to prosper.”


Nonprofits interested in Alexander Haas will find services that include:

  • Pre-campaign counsel
  • Feasibility studies
  • Plan development

They provide services for more than just capital campaigns; nonprofits can get assistance with their annual fund or donor stewardship.

Type of Client

Educational and faith-based institutions are some of the common types of clients that the consultants at Alexander Haas work with. Plus, they work with any size organization, large or small.


The Alexander Haas consulting firm is located in Atlanta, Georgia.

Learn more about the capital campaign services at Alexander Haas

Brian Lacy & Associates is another great fundraising consultant for nonprofits.

4. Brian Lacy and Associates


Brian Lacy and Associates is a fundraising and data services consulting firm with 3 decades of experience providing “leading industry resources and veteran talent to maximize what your [nonprofit] team can do across the giving spectrum.”
They have helped over 400 organizations raise more than $1 billion in contributions.  


If you need help with your capital campaign, Brian Lacy and Associates offers many different services for your nonprofit.

They cover services like:

  • Prospect screening
  • Securing funds to reach fundraising goals
  • Marketing and communications

Type of Client

Some of their clients include Brooklyn College Foundation, Appalachian State University, and Mississippi State. In addition to educational institutions, they aid healthcare and art and culture organizations.


Brian Lacy and Associates is located in Houston, Texas.

Learn more about Brian Lacy and Associates and their capital campaign services.

Your nonprofit can find excellent capital campaign consultants at J.F. Smith Group.

5. J.F. Smith Group


The J.F. Smith Group has over 25 years of capital campaign experience to help guide nonprofits throughout their fundraising.

Their goal is “helping clients fulfill their dreams through a unique, professionally directed development partnership.”


One of the most important parts of a capital campaign is the feasibility study, and J.F. Smith Group will conduct interviews with participants so you don’t have to!

Additionally, J.F. Smith Group can also help with:

  • Staff training
  • Campaign strategy
  • Wealth screening

Aside from capital campaigns, nonprofits can hire J.F. Smith for other fundraising projects as well.

Type of client

The J.F. Smith Group works with medium-sized organizations. They’ve worked with clients such as Auburn Humane Society, Jacksonville State University, and Auburn University.


J.F. Smith Group is headquartered in Auburn, Alabama.

Learn more about J.F. Smith Group and their capital campaign consulting services.

The Curtis Group is a dynamic capital campaign consulting firm.

6. The Curtis Group Consultants


Founded in 1989, The Curtis Group has over 25 years of experience working with nonprofits to improve their fundraising. 

Their philosophy is “To be there. For you. With you. Working alongside you in every phase of the campaign until you reach your goal.”


The Curtis Group can handle many aspects of a nonprofit’s capital campaign, from the initial planning to training your board of directors.

Along with creating a unified brand for a capital campaign, The Curtis Group can help design and create:

  • Brochures
  • Case statements
  • Major donor presentation kits

Type of client

The Curtis Group has worked with over 150 arts and culture, educational, and healthcare organizations. While they work with any size organization, The Curtis Group finds that they can provide the best services to small and medium size nonprofits.


The Curtis Group is located in Virginia Beach, Virginia.

Learn more about The Curtis Group and the capital campaign consulting services available.

Additional Capital Campaign Resources

Guide to Capital Campaigns

Brush up on capital campaign basics and best practices before hiring a consultant. This guide provides the strategies to help you raise more money during your campaign.

Keep reading if you want to learn the ins and outs of capital campaigns!

Planning a Capital Campaign

Launching a capital campaign requires a lot of planning. That’s why we’ve found this guide so helpful! It details every step to help you get through the planning phase.

Keep reading if you’re looking for a step-by-step guide to planning your capital campaign.

Capital Campaign Consultant

Finding the best-fit capital campaign consultant for your nonprofit isn’t always easy, and you’ll want to know what to expect during this comprehensive hiring process.

Averill Fundraising Solutions has the guide you need to make your decision.