Guide to gift acceptance policies for nonprofits

Gift Acceptance Policies: Templates and FAQs for Nonprofits

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Gift acceptance policies are an essential but easily overlooked part of nonprofit management. You won’t miss them until you need them, and then you’ll wish you’d created them earlier!

To avoid touchy (and potentially damaging) donor relations and legal situations, it’s worth taking the time to study up on these policies and how to create them. This quick guide covers all the essentials, plus extra considerations you need to know:

Looking for more ways to improve your nonprofit’s governing structures and set your organization up for success? We recommend board self-assessments.

Learn more about matching gifts and how they grow your nonprofit's revenue.Understanding Nonprofit Gift Acceptance Policies

Let’s start with the fundamentals by reviewing a few frequently asked questions about nonprofit gift policies.

What is a gift acceptance policy?

The definition of gift acceptance policy, detailed in the text below.

A gift acceptance policy is a section of or addendum to a nonprofit’s bylaws that clearly defines the types of gifts it can and cannot accept. These policies most often come into play when donors offer to give unusual or exceedingly valuable in-kind or non-cash gifts.

In addition to defining acceptable types of gifts, thorough (and effective) acceptance policies also cover:

  • The circumstances under which certain types of gifts can be accepted
  • How certain types of in-kind and non-cash gifts will be liquidated and/or managed
  • Who at the nonprofit is responsible for reviewing donations that may conflict with the acceptance policy
  • Logistical details defining how certain gifts will recognized, tracked, and reported
  • Guidelines for your general gift substantiation process, which is how and when donors receive acknowledgment for tax-deductible gifts valued over $250

Why do nonprofits create gift acceptance policies?

A gift acceptance policy spells out what you can and cannot accept, giving your fundraisers and donors a concrete set of guidelines to reference when tricky conversations arise.

Why is this important? All kinds of tangible items, assets, and securities get donated to nonprofits, and many may come with added baggage, such as compliance requirements, reputational implications, complex restrictions, and additional costs. This means there are cases when it’s in your nonprofit’s best interest to turn down a gift, either because its value isn’t worth the added work/cost of accepting it or because it might open you up to new liabilities that aren’t worth the risk.

Acceptance policies can also establish operating guidelines for gift substantiation and reporting, which are essential for maintaining your nonprofit’s legal compliance.

Plus, you may be required to have a gift acceptance policy in place when reporting some gifts to the IRS in your nonprofit’s annual 990 filing process. When reporting non-cash gifts, your nonprofit may be required to complete Schedule M (Noncash Contributions) of Form 990 if it has received over $25,000 in non-cash gifts or received certain gifts of art or similar assets. Schedule M asks whether you have a gift acceptance policy in place, and “no” is not an acceptable answer to this question.

What are the benefits of having concrete gift policies?

Gift acceptance policies provide a few key benefits:

  • Policies give you concrete criteria for determining if you should or shouldn’t accept a gift with no guesswork needed.
  • Policies make it much easier for fundraisers to turn down a gift with a simple “Our acceptance policy prohibits this kind of gift,” rather than a protracted or confusing conversation that could damage your relationship with the donor.
  • Guidelines for gift reporting and substantiation included in your acceptance policy help to ensure that your organization fully complies with regulations by documenting them and assigning ownership in a central location.
  • As mentioned above, gift acceptance policies are required as part of the Form 990 process, essential for maintaining your organization’s tax-exempt status.

How to Create a Gift Acceptance Policy: 5 Steps

You’re ready to update (or write your first) gift acceptance policy for your organization. Great! Now, what next? We recommend these core steps:

How to develop a nonprofit gift acceptance policy, detailed in the text below.

  1. Secure buy-in and alignment. Get your organization’s leadership and board on the same page about the need for a new or updated gift acceptance policy. You need official sign-off and ratification for the policy addition to take effect, so get a head start by putting it on everyone’s radar. Recruit one or two individuals to join a small committee. If you have a board member with professional legal experience or connections, ask them specifically to join.
  2. Draft your gift acceptance policy. Work with your team to draft a policy for your organization. Take a look at the example policies and templates below to get started. But be sure to take your time and seek legal input if needed. Although nonprofits’ gift acceptance policies are often quite similar, they should not be one-size-fits-all. A policy customized to your nonprofit’s needs, past experiences, and anticipated challenges (even if they’re unlikely) always offers the best protection.
  3. Review and revise as a team. Gather feedback from your team and one or two other organizational leaders or legal counsel who haven’t been involved in the drafting process. They’ll evaluate the policy more objectively and identify any potential problems or gaps that should be addressed in the next draft.
  4. Vote and enact your policy addition. Once you have a final version, share it with leaders and the board ahead of your next board meeting, and add the policy to the meeting agenda. During the meeting, discuss it as a group, determine if any further changes are needed, and then follow your organization’s protocol to vote on and enact the policy addition.
  5. Communicate the change internally. Add the new policy to your nonprofit’s official bylaws, republish them, and notify your entire internal team. Send a quick email that links to the updated policy and explains these key points:
    • What an acceptance policy is
    • Why you’ve created or updated one
    • How it will help your nonprofit and specific teams
    • Who to contact with questions

See Them in Action: Example Gift Acceptance Policies

Check out these real examples of nonprofit gift acceptance policies:

If you’re drafting or updating your own policy, we recommend carefully reading thorough examples like these to see their full range of details and specifications. Here are some notable sections and inclusions from these examples:

  • Introductions and contextual sections that clearly define what your nonprofit considers a “gift”
  • Details about any gift review committees or internal staff positions in charge of reviewing specific types of gifts and what that process entails
  • Details, requirements, and expectations for any gift agreement processes that you may implement to ensure mutual understanding of the policies for large gifts above a certain value threshold
  • Exact acceptance criteria and processes for gifts of cash, publicly traded securities, private securities, cryptocurrency, various types of in-kind gifts, real estate, donor-advised fund grants, various types of planned gifts, and more
  • Liquidation timeframes for gifts of securities or cryptocurrency
  • Whether certain types of gifts will be restricted or unrestricted upon donation, plus the process for changing a donation’s restriction status if desired by the donor
  • Explanations of how employer-sponsored matching gifts will be recorded and substantiated
  • Details about standard gift counting and reporting processes

Gift Acceptance Policy Templates

Gift acceptance policies are extremely varied as the whole point is that they should protect and support your unique organization. However, they do usually share a few common elements and details that make your staff’s lives easier and protect your 501(c)(3) status.

Policies can be simple and short to cover your bases or extremely thorough to spell out exact protocols for specific situations. For reference, here are templates for a basic and more detailed gift acceptance policy:

Gift Acceptance Policy Template – Basic

  1. [Nonprofit] solicits and accepts gifts consistent with its mission and support its core programs and special projects.
  2. Donations and other donated forms of support are generally accepted from individuals, corporations, foundations, government agencies, and other partners, subject to the following acceptance limitations:
    1. [Descriptions of limitations, which may include:]
    2. [Specific types of gifts]
    3. [Delivery/pickup of donated items]
    4. [Condition of donated items]
    5. [Proof of ownership or provenance of donated items]
  3. Gifts of Real Property, Personal Property, Securities, and other Assets may only be accepted upon approval of [specific committee within the nonprofit].

This example clearly states that accepted gifts are determined to be consistent with the mission, adhere to specific limitations, and require approval in some cases. Its last point helps cover your bases and eliminates the need for granular detail, but do not neglect to follow through with the approval process.

If a policy is so loose or light that it’s forgotten the next time a donor wants to gift you a certain type of donation, you might as well not have the policy in place at all!

Gift Acceptance Policy Template – Moderately Thorough

[Nonprofit] solicits and accepts gifts for purposes that will help it further and fulfill its mission. [Nonprofit] encourages prospective donors to seek the assistance of personal legal and financial advisors in matters relating to their gifts, including the resulting tax and estate planning consequences. The following policies govern acceptance of gifts made to [Nonprofit].

Purpose of the Policy: The purpose of this policy is to govern the acceptance by [Nonprofit] of [all or specific types of gifts], and to provide guidance to prospective donors.

Gift Review Committee: Any gift or proposed gift that does not comply with this policy must be reviewed and approved by the [internal committee], which is composed of [internal roles that make up the committee]. As indicated below, certain proposed gifts may require the approval of the [Board or Executive leadership, if applicable].

Use of Legal Counsel: [Nonprofit] will seek the advice of legal counsel in matters relating to acceptance of gifts when appropriate. Review by counsel is recommended for [common stipulations below]:

  1. Gifts of securities that are subject to restrictions or buy-sell agreements
  2. Documents naming [Nonprofit] as trustee or requiring it to act in any fiduciary capacity
  3. Gifts requiring [Nonprofit] to assume financial or other obligations
  4. Transactions with potential conflicts of interest
  5. Gifts of property that may be subject to environmental or other regulatory restrictions

Restrictions on Gifts: [Nonprofit] will not accept gifts that:

  1. Would result in [Nonprofit] violating its corporate charter
  2. Would result in [Nonprofit] losing its status as an IRC § 501(c)(3) not-for-profit organization
  3. Are too difficult or too expensive to administer in relation to their value
  4. Would result in any unacceptable consequences for the organization
  5. Are for purposes outside [Nonprofit]’s mission.

Decisions on the restrictive nature of a gift, and its acceptance or refusal, shall be made by the Executive Committee, in consultation with the Executive Director.

Gifts Generally Accepted Without Review [common examples below]:

  • Cash. Cash gifts are acceptable in any form, including by check, money order, credit card, or online… [Provide additional requirements and restrictions for all gift types as needed.]
  • Marketable Securities. [Include details about the transfer process, liquidation timeframe, restrictions, approval processes, etc.]
  • Bequests and Beneficiary Designations under Revocable Trusts, Life Insurance Policies, Commercial Annuities, and Retirement Plans.

Gifts Accepted Subject to Prior Review:

Certain forms of gifts or donated properties will be subject to review by [committee, board, and/or executive leadership] prior to acceptance. Examples of gifts subject to prior review include, but are not limited to [common examples below]:

  • Tangible Personal Property. [Details about acceptance requirements, restrictions, approval processes and criteria, etc.]
  • Life Insurance.
  • Real Estate. 

This example is more thorough than the first and more clearly defines specific details about types of gifts and the processes and protocols that surround their acceptance.

But if you want, your policy can go even further! Consult with your nonprofit’s legal counsel to develop a gift acceptance policy tailored to your organization’s exact needs.

However, remember that while you don’t necessarily need to get your gift acceptance policy perfect the very first time, you do need to have one in place! You can always expand or refine it over time by working with your organization’s leaders and legal counsel.

Learn more about matching gifts and how they grow your nonprofit's revenue.Additional Considerations to Keep in Mind

As you draft or update your nonprofit’s acceptance policy, there are additional considerations that you should keep in mind. These will help to further protect your organization, maximize the policy’s utility and value, and ensure adoption.

  • Adjust your policy over time. As noted above, your gift acceptance policy is not set in stone. Drafting an exhaustive policy isn’t always necessary, and it can be quite time-intensive when done on your own. If you need to develop a basic one to cover your bases quickly, go for it. Then, take the time later to consult with a nonprofit legal expert, draft a more thorough version, and get it approved by your board.
  • Include gift-specific clauses as needed. It might be easy to define what your nonprofit considers “gifts” and slap a gift review committee process onto the policy (definitely better than nothing!), but it might not serve you well in the long run. It’s easy to forget or neglect loose policies, and policies that create additional steps for multiple team members are likely to be disliked and perhaps disregarded over time—not a good outcome. Consider the types of gifts you currently accept and want to accept. For example, if your nonprofit wants to intentionally expand its programs for securing planned gifts or corporate gifts of in-kind goods, a policy playbook will be extremely helpful for reaching these goals.
  • Consider additional types of clauses as needed. Most notably, decide if you want to include variance and morality clauses. The primary function of these clauses is to give your nonprofit options for dealing with the repercussions of a donor’s poor reputation or legal troubles, allowing your organization to separate itself from their name. An unfortunate outcome, but it does happen, so best to have options!
    • Variance clauses in gift agreements dictate what happens when the original terms of a gift can no longer be met. For example, if a building funded by a donor’s major gift is renovated or rebuilt, their name will be removed from the updated or new building. These clauses can also more generally ban perpetual public recognition and eliminate any expectations that your nonprofit must display the donor’s name on prominent funded buildings or installations in perpetuity.
    • Morality clauses explicitly give your nonprofit the ability to distance itself and remove naming if a donor (or the donor’s business practices) no longer align with your stated values and mission. These can be touchy to discuss with donors, which is why many nonprofits rely on a combination of variance and morality clauses to provide protection without offending new donors when gift terms are discussed.
  • Have a plan for using your gift acceptance policy. When your gift acceptance policy is triggered (or a gift officer simply encounters an unfamiliar situation), have a process and guidelines in place for how to discuss it with donors. First, ensure your policy is internally publicized and easily accessible to everyone in your bylaws. Next, actively train your fundraisers, gift officers, accounting team, and any other relevant staff on the policy’s contents and applicability. Outline specific steps they should follow to elevate unusual or new issues that aren’t covered in your policy.

Deepening Relationships Through Non-Cash and Corporate Gifts

One final recommendation is to use the occasion of drafting or updating your nonprofit’s gift acceptance policy as an opportunity to consider your current (and ideal) revenue streams.

These policies are most helpful in situations that involve either non-cash gifts or donations made through other organizations rather than individuals. As you work on your acceptance policy, use it as a springboard to think about what further growth might look like for your nonprofit. Consider these questions:

  • Are you heavily reliant on individual contributions?
  • Are you making the most of opportunities to secure non-cash gifts or gifts from businesses and foundations?
  • Do you actively talk about diverse or alternate giving options with donors?
  • Have you promoted matching gifts to your donors (the easiest way to build a corporate giving stream by far)?
  • Do you explore your major and mid-level donors’ corporate connections to uncover new potential partnerships?

Corporate giving platforms for nonprofits like Double the Donation and software built specifically for planned giving, stock giving, DAFs, and more can help you build more robust giving programs that match the robustness of your acceptance policies (and aspirations).

Explore your options and don’t be afraid to diversify. Overreliance on a single form of revenue is risky for nonprofits, and there are tons of easy ways to diversify your fundraising and give your donors better, more flexible experiences. To continue learning how to build a well governed and funded nonprofit, take a look at these additional resources:

 

 

Learn how Double the Donation can help you diversify your revenue sources and secure more corporate dollars.

A man using fundraising software on his computer with the title of the article next to him: How A Corporate Giving Database Unlocks Fundraising Success

How A Corporate Giving Database Unlocks Fundraising Success

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Companies gave an impressive $29.48 billion to U.S. charities in 2022. Even with this generosity, nonprofits frequently overlook revenue opportunities. In fact, $4-$7 billion in funds allocated for matching gifts go unclaimed every year. That’s where a corporate giving database comes in.

This technology makes it easy for nonprofits to identify companies that offer CSR opportunities, such as workplace giving programs, sponsorships, and in-kind gifts. With a comprehensive and accurate database, nonprofits can access detailed information about corporate giving programs, including eligibility criteria, application processes, and deadlines.

This article will cover these topics and share how nonprofits can utilize corporate giving databases to discover companies willing to donate:

These databases aren’t just information repositories; they’re gateways to increased donations through generous companies. Let’s explore how to harness this technology to unlock greater fundraising success at your nonprofit.

Download our free guide to learn how 360MatchPro's corporate giving database can help your nonprofit raise more money.

What Is A Corporate Giving Database?

A corporate giving database is a comprehensive resource that compiles information on corporate philanthropy programs. This technology helps nonprofits identify potential funding opportunities by providing details on individual companies’ program criteria, application processes, and contact information.

Some databases offer geographic search functions, while others require you to search for specific companies by name. A database will typically store information on different types of giving opportunities such as:

  • Matching Gifts: In this program, companies match donations their employees make to eligible nonprofits, effectively doubling the initial donation amount.
  • Volunteer Grants: Corporations provide monetary grants to nonprofits where their employees volunteer usually based on the number of hours volunteered.
  • Volunteer Time Off: This type of program provides employees with dedicated PTO hours they can spend volunteering with nonprofit causes.
  • In-Kind Donations: Instead of cash, businesses donate goods or services, such as products, professional services, or other resources that the nonprofit might need.
  • Cause Marketing: Also called cause-related marketing, cause marketing is when companies collaborate with nonprofits to launch campaigns where a portion of the revenue from certain products or services is donated to the nonprofit.
  • Community Grants: Corporations provide grants for specific projects or programs that align with their CSR objectives, often focusing on local community enhancement.

Double the Donation’s matching gift database stores information on companies’ matching gift and volunteer grant programs. Fundraisers, donors, and volunteers can use the database to search for their employers and discover employee eligibility requirements, which nonprofits are eligible for matching grants, grant amounts, and match ratios. It’ll even provide instructions on submitting a match request and a link to the form, if available.

For example, here are the guidelines our database has for YUM Brands, which owns KFC, Pizza Hut, and Taco Bell:

360MatchPro's corporate giving database stores matching gift and volunteer grant guidelines, like these for YUM Brands.

Corporate giving databases are ideal for nonprofits looking for support and journalists reporting on CSR contributions.

CSR Databases: Understanding The Business Perspective

Companies that give to charity receive a reputation boost, tax write-offs, and increased employee engagement. As such, many corporations like to publicize their CSR efforts by creating dedicated web pages. They’ll also reach out to corporate giving database providers to be added to their systems, making it easy for nonprofits and employees to research donation opportunities and find eligibility requirements.

Reasons that companies share their CSR policies include:

  • Enhanced brand reputation: Our CSR research indicates that consumers are 4-6x more likely to trust, protect, champion, and purchase from companies with a strong sense of purpose. Meanwhile, 93% of employees prefer working for companies that lead with purpose. That means companies with CSR initiatives are more likely to win over employees and consumers.
  • Higher employee participation in CSR: Promoting their workplace giving programs means more employee participation! For example, let’s say someone donates to your nonprofit. If their employer shares their information with a corporate giving database provider, donors can research their eligibility and determine if they’re match-eligible right from your donation page.
  • Community goodwill: Some companies show off their support for specific causes that align with their companies’ services. Our list of corporate philanthropy examples highlights how Bombas, a popular clothing retailer, donates socks, t-shirts, or underwear for every item purchased. They’ve donated 100 million items to 3,500+ shelters, transitional living facilities, and other community organizations.

Bombas is a popular clothing retailer that aligns its charitable giving with its brand.

Some companies manage corporate giving by launching a separately administered private foundation, for which the IRS requires public disclosure. Companies typically share impact metrics, funding opportunities, and how to apply for funding on their websites.

However, businesses commonly donate through corporate giving programs. Since companies aren’t required to publicize these programs, you might have trouble finding which businesses offer them. A corporate giving database like ours can help here! Our team constantly updates its database with the latest information on companies’ CSR programs. With records on more than 24,000 companies, our matching gift database is the most comprehensive, accurate one in the world.

Why Some Companies Cautiously Share Their CSR Programs

While there are several benefits to marketing CSR programs, some companies choose to limit their publicization. Here’s why some companies choose to limit the visibility of their philanthropic activities:

  • Concerns over too many donation requests
  • Privacy considerations for recipients or sensitive projects
  • Angering customers who think the company is wasting money on an organization or cause they don’t approve of

Instead of publishing relevant CSR information on their website, businesses may quietly add their information to a corporate giving database to ensure key information is available to only those who need it, such as nonprofits and employees.

Double the Donation’s Corporate Giving Database For Nonprofits

Our corporate giving database is specifically designed to help nonprofits increase fundraising through corporate philanthropy. It’s the world’s most comprehensive matching gift database, representing 26.8 million matching gift-eligible individuals at 24,000+ companies. That’s an incredible 99.68% of all match-eligible donors!

With it, your nonprofit can:

  • Identify and pursue match-eligible gifts and volunteer grants
  • Uncover in-kind giving opportunities, corporate grants, sponsorships, and more
  • Incorporate matching gifts into existing software via 100+ integrations, including leading providers like Blackbaud and Classy
  • Simplify the matching gift and volunteer grant experience for supporters
  • Save time with automated email streams that encourage supporters to submit requests to their employers
  • Track and report on matching gifts with ease
  • Uncover volunteer time off opportunities offered by generous employers in your network

Our team also constantly searches for and resolves stumbling blocks like broken links, outdated forms, and loading issues. That way, donors and volunteers won’t waste time completing an application just to find out they’re not eligible.

How Our Corporate Giving Database Works

Nonprofits can easily make using our database a part of their existing donation and volunteer management processes. Here’s how it works:

  1. Embed our company search tool into key areas on your website like your donation form and confirmation page.
  2. Supporters look up their employers. They can search for subsidiaries, brand names, and local offices. Even if they misspell the company’s name, our database can help them find the right one.
  3. Supporters view the company’s guidelines. For matching gifts, this includes minimum and maximum donation amounts, match ratios, employee eligibility requirements, nonprofit eligibility requirements, and request deadlines.
  4. If available, supporters click the link to the match request form or follow other submission guidelines. Currently, we have over 90% of forms available in our CSR database.

Watch this virtual tour of our platform, so you can envision how it’ll work for your team:

With Double the Donation, you can check on individual donors’ match statuses and follow up at any point. You’ll even have a matching gift dashboard to get a snapshot of your nonprofit’s corporate giving fundraising results!

Our CSR database comes with a dashboard, so your nonprofit can check on its corporate giving results at any point.

As the leader in matching gift technology, we’re constantly developing powerful new features to drive nonprofits’ success forward. For instance, our latest innovation is matching gift auto-submission, which gives donors the option to let our technology submit their match requests for them. That means less work for them, fewer errors on their forms, and more revenue for your nonprofit!

With Double the Donation, you can rest assured that you’re making the most of corporate matching gifts.

Learn more about our comprehensive corporate giving database, so you can receive more matching gifts and volunteer grants.

How Nonprofits Can Leverage Our Corporate Giving Database

Nonprofits of all shapes and sizes should learn how to leverage a corporate giving database. These databases can help your nonprofit identify and connect with companies whose giving criteria match your mission, helping to pinpoint long-term partnerships.

If investing in a corporate giving database sounds like a smart move, here’s how you can make the most of Double the Donation:

  • Educate your team. Ensure your team knows how to use your corporate giving database. Nonprofits who use our database can explore our support articles, learn all about corporate giving through our Matching Gift Academy, and connect with our highly-responsive team if they need help.
  • Embed the company search tool into key places. Add our company search tool to your online donation form and confirmation page to enable donors to check if their employer offers matching gifts when donating. Some nonprofits create a dedicated corporate giving page that features CSR opportunities and the search tool.

Embed Double the Donation's employer search tool on your donation confirmation page to give donors access to your corporate giving database.

  • Track and report on CSR results. Our platform maintains detailed records of your supporters’ corporate giving to analyze your strategies’ success. Pay special attention to companies that give substantially to your organization. Then, follow up to emphasize their impact and thank them for their support. This can lead to ongoing support through long-term partnerships and sponsored events.

By following these strategies, your nonprofit can boost its fundraising efforts with our corporate giving database. In no time, you’ll raise more funds and build stronger relationships with donors and corporate partners.

Final Thoughts on Corporate Giving Databases

Corporate giving databases offer a vital resource for nonprofits seeking to maximize their fundraising efforts and enhance their impact. By leveraging companies’ generosity, your nonprofit can expand its capacity to serve, innovate, and thrive.

To learn more about unlocking growth via corporate giving, explore these educational resources:

Get a free demo of our CSR database to find matching gift and volunteer grant companies.

Matching Gifts Download

[Free Download] The Ultimate Guide to Matching Gifts

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What is the Ultimate Guide to Matching Gifts?

Double the Donation’s Ultimate Guide to Matching Gifts is designed to be your go-to resource for understanding, leveraging, and maximizing corporate matching gift opportunities for your organization. Matching gifts, often overlooked, supply an incredible source of funding for nonprofits—offered by companies to financially reward the causes their employees care about. However, many teams aren’t fully aware of how these programs work or how to tap into them effectively.

In this guide, you’ll find everything you need to know about matching gifts, from understanding the basics and eligibility requirements to actionable tips on how to increase participation and track results. We provide examples of companies offering generous matching gift programs, best practices for educating and engaging donors, and strategies for fostering relationships with corporate partners.

Whether you’re new to the concept of matching gifts or looking to refine your existing approach, this resource offers detailed insights to help you unlock additional funding and deepen your engagement with both individual and corporate supporters.

Why download the Ultimate Guide to Matching Gifts?

Maximize fundraising potential.

Access actionable strategies to significantly boost donation revenue by leveraging corporate matching gift programs. By understanding how to tap into this often underutilized resource, nonprofits can unlock additional funding.

Streamline matching gift processes.

Uncover clear steps for optimizing the management of matching gifts, from identifying eligible donors to simplifying the follow-up process. This helps organizations save time and effort while ensuring they don’t miss out on match-eligible contributions.

Enhance donor engagement.

Donors are more likely to give if they know about matching gifts. Unleash best practices for educating and motivating donors to participate in matching gift programs, strengthening donor relationships and increasing engagement with your cause.

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Additional Recommended Resources

What to Know About Volunteer Grants


Download the Ultimate Guide to Volunteer Grants

GET THE GUIDE

10 Quick Steps to Matching Gift Success


Matching Gift Checklist Download

GET THE GUIDE

Matching Gifts in the Donor Journey


Matching Gifts Donor Journey Download

GET THE GUIDE

The title of this article, “10+ Higher Education Fundraising Conferences to Attend”, next to an image of a college graduate.

10+ Higher Education Fundraising Conferences to Attend

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Higher education fundraising professionals work hard every day to generate the revenue that keeps their schools running. By doing so, they offer a better educational experience to students, provide scholarships and financial aid, fund research projects, and more.

Since fundraising is so essential, higher education professionals need to stay up-to-date on new trends and best practices. That’s where fundraising conferences come in. These events provide a venue for you to develop your fundraising skills and discover cutting-edge knowledge.

To help you decide on which conferences to attend, we’ve put together a list of the top higher education fundraising conferences. No matter which conference you decide on, you’re sure to come away with a wealth of knowledge you can use to grow the wealth of your higher education organization.

Click to download Double the Donation’s free ultimate guide to matching gifts.

1. Academic Impressions

Date: Year-Round

Location: Varies

Academic Impressions is dedicated to providing leadership, personal development, and skills-based training opportunities to higher education faculty and staff members. As part of their goal, they regularly offer training opportunities and conferences to members and non-members alike. Many of these events occur virtually, making Academic Impressions’ offerings a great choice for higher education professionals who prefer not to travel.

Training sessions and conferences offered by Academic Impressions focus on a range of topics relevant to higher education professionals. Aside from fundraising, they also cover academic leadership, faculty success, academic planning, enrollment management, and more.

2. AFP Icon

Date: April 7-9, 2024

Location: Toronto, Ontario

The Association of Fundraising Professionals (AFP) is a member-based group that empowers individuals and organizations to practice ethical fundraising. AFP Icon is their annual fundraising conference and one of the biggest around with over 3,000 attendees each year. This conference offers fundraising training to professionals from all types of organizations, providing an opportunity to network and build relationships with other prestigious nonprofits in addition to attending educational workshops.

From executive coaching to affinity group meetings to speed networking, AFP Icon is sure to boost your knowledge of fundraising.

3. CASE District IV Annual Conference

Date: April 14-16, 2024

Location: San Antonio, Texas

The Council for Advancement and Support of Education (CASE) is a global nonprofit association dedicated to education advancement professionals. It hosts a variety of annual conferences, including the District IV Annual Conference.

At this conference, higher education fundraising professionals can attend speaker sessions and workshops focused on various topics related to nonprofit education organizations. Regardless of your experience level or the type of higher education institution you belong to, you can find a track that you will benefit from, such as fundraising, alumni relations, development, communications and marketing, professional development, and more.

4. CASE Drive

Date: March 25-27, 2025

Location: Washington, DC

Also hosted by CASE, Drive is an annual conference that creates a focused learning and networking experience for higher education institutions and other nonprofits that work with data and analytics. If you wish to improve your knowledge of collecting, managing, and analyzing donor data for fundraising, Drive is a valuable conference to attend.

In today’s constantly developing technological landscape, this conference empowers you to stay ahead of evolving data tools and gain insights into harnessing the power of data to improve fundraising and other aspects of your operations.

5. Elevate: A Conference for Fundraising Events

Date: March 12-13, 2025

Location: Portland, Oregon and online

Elevate is a collaborative community of industry experts and thought leaders dedicated to creating a learning hub for individuals who want to expand their knowledge of fundraising events. Elevate’s annual conference serves as a masterclass in fundraising events, bringing together nonprofit and fundraising professionals from a variety of sectors to network, share resources, and learn about best practices.

By being held in a hybrid format, this conference provides the flexibility of attending at a location of your preference. You can either go in person to the venue in Portland, Oregon or attend virtually from another location. Either way, you’re sure to pick up tips on storytelling and fundraising strategy that will help you elevate the donor experience at your higher education organization’s fundraising events.

Click to download Double the Donation’s free ultimate guide to matching gifts.

6. Fundraising Day in New York

Date: June 14, 2024

Location: New York, New York

Another conference hosted by the AFP, Fundraising Day in New York is a one-day fundraising conference. Whether you’re a newcomer to the fundraising industry or a seasoned veteran, you’re sure to benefit from this conference’s diverse range of sessions, including ones on the most current trends and developments. Plus, these sessions are presented by respected leaders and experts in the fundraising industry.

At Fundraising Day in New York, you’ll connect with a community of dedicated fundraisers who are eager to share their knowledge, form new connections, and advance their fundraising expertise.

7. NASPA Annual Conference

Date: March 9-13, 2024

Location: Seattle, Washington

NASPA is an association for student affairs administrators in higher education, supporting a network of 15,000 professionals and over 1,200 institutions across the globe. They’re dedicated to helping colleges and universities fulfill the promise of higher education by placing students at the center of their work.

At the NASPA Annual Conference, you’ll participate in professional development workshops that will inspire you and your work. Attend educational sessions and connect with exhibitors to aid in your professional development and your organization’s fundraising efforts. If you’re a first-time attendee, participate in the Mentor Program to connect with experienced professionals who can serve as a resource for networking and conference navigation.

8. One Day Development

Date: June 21, 2024

Location: Boston, Massachusetts

Hosted by Academic Advancement Partners, One Day Development is a conference for professionals who work in higher education fundraising. These individuals are encouraged to attend alongside deans and provosts, as the focus of the conference is on major donors.

This conference features speakers who are experts in academic fundraising and storytelling, some of whom currently serve on the fundraising committees of higher education organizations. Plus, you’ll have the opportunity to network with other higher education fundraising professionals.

9. Planet Philanthropy

Date: June 3-5, 2024

Location: Orlando, Florida

Planet Philanthropy is a premier fundraising conference in Florida. Hosted by the Florida Caucus of AFP, it attracts fundraising professionals from all over the United States and Puerto Rico. Over 300 nonprofit leaders attend this conference to learn about the latest and greatest fundraising news and strategies.

Planet Philanthropy addresses topics ranging from grant writing to leveraging AI to assessing legacy pipelines. On top of keynote speeches and workshops, Planet Philanthropy also offers a social event that you can attend for fun or to network with other professionals.

Click to download Double the Donation’s free ultimate guide to matching gifts.

10. RNL Advancement Innovation Summit

Date: March 23, 2023

Location: Online

Ruffalo Noel Levitz (RNL) is an organization dedicated to making colleges, universities, and other nonprofit organizations successful and vibrant. RNL does this by helping these organizations learn how to build lifelong relationships with donors at their Advancement Innovation Summit.

Although RNL hosts a plethora of events, including the RNL National Conference, if your focus is on higher education fundraising, the Advancement Innovation Summit is the conference you should attend. At this event, you’ll learn key insights into maximizing donor engagement, increasing fundraising results, and providing a better donor experience. From annual giving to alumni relations to legacy gifts, this conference will help you build a fundraising strategy that works.

11. SEC/ACC Annual Giving Conference

Date: January 24-26, 2024

Location: Fayetteville, Arkansas

The SEC/ACC Annual Giving Conference brings together annual giving professionals from the Southeastern Conference (SEC) and the Atlantic Coast Conference (ACC) to discuss topics related to higher education fundraising. The conference is hosted at a different university each year within the SEC or ACC.

This conference offers two days of learning, networking, and inspiration. At it, you’ll participate in roundtable discussions and presentations focused on advancing and enhancing annual giving operations and solicitations. Their topics range from giving days to CRM conversions to crowdfunding, covering valuable fundraising insights sure to help your annual giving strategy.

Fundraising with Matching Gifts

If you’re looking for a quick way to augment your higher education organization’s fundraising, matching gifts provide a great opportunity for you to double the donations you receive. This is how matching gifts work:

The steps to the matching gift process, also covered in the text below.

  1. An individual, such as an alumni, donates to your organization.
  2. The individual checks if they’re eligible for a gift match from their employer.
  3. This individual submits a matching gift request to their employer.
  4. The employer reviews the request and verifies the donation.
  5. The employer matches the individual’s donation to your organization.

The greatest barrier to obtaining matching gifts funding is awareness. After all, it’s estimated that over $4 billion in matching gift funds goes unclaimed every year. To leverage this source of funding, promote educational content about matching gifts through your marketing channels.

Additionally, you may want to purchase a dedicated matching gifts software solution. The right tool will allow you to embed a matching gift database that donors can use to check their matching gift eligibility. These platforms also allow you to send automated emails to encourage donors to fill out a matching gift request with their employer and create reports to determine if you are making the most of matching gifts. Plus, some solutions include auto-submission features, simplifying the matching gift process even further for donors through automation.

Additional Resources

If your organization has been looking to improve your fundraising strategy, higher education fundraising conferences are great opportunities for you and the other professionals on your team. Through these events, you’ll gain a deeper understanding of the best ways to fundraise, empowering you to generate more fundraising revenue for your organization.

If you’re interested in learning more about higher education fundraising, check out these resources:

Click to download Double the Donation’s free ultimate guide to matching gifts.

Explore this ultimate guide to learn how to find the best eCard websites.

10+ Best eCard Websites for Nonprofits to Raise More

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Whether someone is celebrating a birthday or needs a pick-me-up, greeting cards show you care. As technology advances, we can bring this joy into the digital space via eCard websites.

Nonprofits, in particular, can sell branded charity eCards to raise money, encourage supporters to send personalized cards to spread awareness, or send greeting cards directly to supporters to show appreciation.

However, you shouldn’t just pick any eCard software. Your organization needs special features like the ability to embed eCards into your website or bulk discounts to stay within your budget.

To narrow down your options, this guide will help your team make smart buying decisions when selecting an eCard website. We’ll cover the following:

If you’re ready to take advantage of all the great benefits eCards offer, let’s get started on our journey. Alternatively, go ahead and launch your efforts forward with our favorite platform!

Start creating interactive eCards with our recommended eCard site: eCardWidget.

What eCard Websites Are and How They Work

Before getting too deep into your search, learn the fundamentals of these platforms. Simply put, eCard websites are online platforms that enable users to design and send electronic greeting cards. These websites typically offer pre-designed templates, graphics, and customization options, allowing users to personalize digital cards for different occasions.

For nonprofits, you can sell cards to raise money or send them to supporters during key times to let them know you’re thinking about them.

When leveraging eCard software, here’s how the process typically looks:

  1. Select a website: Choose a site that suits your needs based on features and pricing. We’ll explore specific features to keep an eye out for later. For now, consider features like easy design tools and fundraising capabilities.
  2. Design your eCards: To get a jump start on your project, browse through the platform’s eCard templates. These are typically organized into occasions like birthdays, holidays, and appreciation. Alternatively, design from scratch to make the design completely your own.
  3. Customize the eCard: Personalize each eCard with your own text, images, animations, or videos. You can also adjust other visual elements like fonts and colors to match your branding.
  4. Add the eCards to your website or online store: Think through whether you’ll give greeting cards in exchange for donations. If so, Fundraising Letters’ charity eCards guide explains that depending on your platform, you have a few ways to sell them. Use them as integrated donation forms, offer them on your donation confirmation page, or add them to your online store. From here, your supporters can buy your eCards.

That’s the gist of how these platforms work. Now, let’s take a closer look at the nonprofit-specific benefits of these websites.

Why You Should Leverage eCard Sites

For one, eCard websites provide a convenient, eco-friendly alternative to traditional paper greeting cards. Not to mention, they offer more design options, customization features, and delivery tracking options than direct mail.

Beyond convenience and creative control, online greeting cards have so many great uses for nonprofits. Here’s a quick overview of how you can leverage eCard sites to amplify your work:

Your eCard site should offer features like intuitive design tools and integrated fundraising capabilities.

  • Fundraise in a unique way by selling eCards or offering them in exchange for donations.
  • Celebrate holidays and show supporters you’re thinking of them on important occasions.
  • Thank donors and volunteers for their generosity.
  • Announce upcoming events and initiatives to increase participation.
  • Boost peer referrals to spread the word about your cause.

In short, the best eCard websites make it easy for organizations to fundraise, expand brand awareness, or express appreciation for volunteers and donors through digital cards. Think carefully through your approach, and you’ll make up whatever you invest in your platform in the form of fundraising dollars or supporter engagement.

Explore how a nonprofit used an eCard website to create a new revenue stream.

How To Choose The Right eCard Website

Before spending your hard-earned fundraising dollars on a website, make sure you know what you’re looking for. Your chosen platform should equip you with everything you need to design branded eCards that stimulate brand awareness and push your fundraising forward.

Let’s dive into some of the key features nonprofit leaders should prioritize.

Your eCard site should offer features like intuitive design tools and integrated fundraising capabilities.

User-Friendly Design Tools

Chances are, you’re not a nonprofit graphic design pro. With the right nonprofit eCard software, you don’t have to be!

Consider each eCard site’s ease of use and design capabilities when narrowing down your options. Here are some key features that indicate whether a site’s design tools will be intuitive:

  • Templates to kickstart the design process
  • The ability to incorporate custom branding by uploading your own graphics
  • Plenty of colors and fonts to make your design your own
  • Drag-and-drop functionality to simplify the design process
  • A library filled with photos and graphics

Each eCard’s design is imperative, so ensure your nonprofit will have no problem creating ones that capture your brand and its cause.

Integrated Fundraising Capabilities

As a nonprofit leader, you’re constantly thinking about how to raise money to support your work. As we touched on, charity eCards are a fantastic way to do that, so make sure the eCard website you choose has integrated fundraising abilities.

In other words, you should be able to offer online greeting cards in exchange for donations. For this approach, we recommended looking for eCard software that enables you to set suggested giving amounts. Alternatively, you might be able to add them as fundraising products in an online store.

You may even be able to tap into advanced features like tribute donations, where supporters can donate on behalf of a loved one and send an eCard letting them know.

Multi-Language Support

Especially if your work spans multiple countries, you should choose a platform that allows you to change the translation of your eCards.

That way, everyone can enjoy your eCards, no matter where they’re located in the world!

Reporting and Insights

Ensure you can track sender and recipient email addresses to know who’s sending and receiving eCards. This is a fantastic way to measure supporter engagement and build a pipeline of likely supporters.

Senders may also be able to enable read receipts. That way, there’s no question as to whether the recipient opened their eCard.

Fair Pricing and Subscription Models

Nonprofits must be thoughtful about how they spend their money. As with any software you purchase, choose an eCard website within your budget.

These types of sites typically follow one of two pricing models:

  1. Pay for a set number of eCards either all at once for a specific time span or individually.
  2. Purchase unlimited eCards for a certain time span, which is more economical if you want to send several to power fundraising and donor relationships.

Choose the model that’s right for your organization based on how many eCards you’ll send.

The Best eCard Website: eCardWidget

Without further ado, we present our favorite eCard platform: eCardWidget. This highly versatile platform makes it incredibly easy to boost audience engagement, build brand loyalty, and add an interactive element to your online presence.

eCardWidget is the best eCard website for any organization.

Designed for organizational use, eCardWidget comes equipped with all the features you need to fundraise, spread the word about projects, or let donors know you’re thinking about them on important occasions.

Once you’ve perfected your designs with the user-friendly designer, organize your eCards into campaigns like donation eCards for Valentine’s Day or volunteer thank-you eCards. Then, easily embed the widget into your website or fundraising store. From here, your team can send custom greeting cards to supporters or enable supporters to send them to loved ones. Either way, you’ll have plenty of sending options, including email, social media, and text messages.

Use eCardWidget's eCard software to fundraise or send memorable greetings to your supporters.

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Standout Features of This eCard Site

When you get started with eCardWidget, you’ll gain access to plenty of useful features, including:

  • Fundraising capabilities: With eCardWidget, you can turn eCards into a regular part of your fundraising. Sell eCards in your fundraising store or embed the widget into your donation confirmation page to provide an instant give-back with every gift. You can create suggested giving amounts and even enable tribute donations, making a donation to your organization the perfect gift for birthdays and holidays!
  • User-friendly design tools: Gain complete design control with plenty of customization options. Choose from dozens of templates to get started. Then, use the drag-and-drop tools to incorporate different fonts, colors, and your own images.
  • eCard statistics: Get powerful insights into who’s sending and receiving emails with reporting. Get copied on all eCards sent through the widget. This feature is great for kickstarting relationships or seeing which supporters are most engaged.

 

Why We Love This eCard Site

Designing and selling eCards has never been easier. They’ve really thought of everything with this eCard website! Between easy implementation and mobile responsiveness, you’ll have whatever you need to design interactive greeting cards that spark joy and bolster brand awareness.

eCardWidget Pricing: Get started with a free plan, which offers up to 4 eCards and 15 emails per month. All the paid plans offer unlimited eCards and start at just $30 per month.

Start creating interactive eCards with our recommended eCard site: eCardWidget.

Other Top eCard Software for Organizations

While eCardWidget checks off all our boxes, there are some other great platforms out there. To give you a sense of your options, here are 10 other top eCard sites that work for nonprofits.

This graphic shows logos from some of the best eCard websites.

eCard Website 2) Smilebox

If your nonprofit sells fundraising products, this eCard website might be the solution for you.

Smilebox enables users to create animated eCards when they purchase a gift from your online store. At checkout, they’ll be asked if their purchase is a gift. If they select “yes,” they’ll be prompted to create a personalized card to send alongside it. They can also schedule a time to send it, correlating it with the gift’s estimated delivery date.

Smilebox's eCard website is great for nonprofits that sell fundraising products.

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Why We Like This eCard Software

Gift recipients can track their package, making it the perfect retargeting strategy for your organization’s marketing efforts.

Smilebox’s Pricing: Request a demo to receive pricing information for this platform.

eCard Website 3) Open Me

Looking for a collaborative approach to eCards? Try out Open Me. This eCard site allows you to send thoughtful digital greeting cards via Facebook and email. You can send them directly to supporters, but our favorite feature is the ability to create group eCards.

With this feature, choose an eCard, sign it with a personal note, and share it with anyone else before it’s sent to the recipient. You’ll be able to select the send date, click the ‘Invite to Sign’ button, and select your delivery method. Thanks to this unique feature, this eCard site is perfect for sending eCards from your team to beneficiaries, supporters, and stakeholders.

Open Me's eCard websites allow you to send group eCards from multiple people at your nonprofit.

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Why We Like This eCard Software

This eCard website features eCards designed by artists around the globe, giving you a hand-curated boutique of different styles. When you explore the site, you’ll notice that each eCard includes the artist’s name, so you can find ones whose styles speak to you.

Open Me’s Pricing: Send unlimited eCards for free via Facebook or email by signing up.

eCard Website 4) Evite

Known for virtual event invitations, Evite now offers eCard templates you can customize with text, images, and other visual elements. Whether you want to get ahead of things or a special occasion sneaks up on you, you can use scheduled sending or instant sharing.

Great for spreading event awareness or sending just-because eCards, Evite makes it easy to design custom cards or choose from its premade selection of cards. Customize each design by adding a message or attaching a photo or video.

This example is from Evite, a site that offers online eCard software.

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Why We Like This eCard Software

Your thoughtful words are what will stand out to supporters you send these eCards to. Evite makes it easy to add a message to the front of the card or flip it over to write a longer message on the other side. If you’re at a loss for words, check out the suggested message options that’ll help craft the perfect message. Plus, you can choose from different fonts and adjust the text size to make your eCard look exactly how you want it to.

Evite’s Pricing: Either choose the free version, which includes ads on eCards, or upgrade to a paid account, starting at $15.99 for up to 15 cards. Paid accounts are priced based on how many recipients will receive your cards.

eCard Website 5) Hallmark eCards

We couldn’t leave the company that revolutionized the greeting card business off this list. Since 1910, Hallmark has empowered people to convey their emotions through thoughtful cards. Over a century later, they’re bringing that tradition into the virtual space with its video eCards.

Upload your photos and videos to create a memorable, one-of-a-kind video greeting card. Then, instantly share it via text or email. You also have the option to send a real card, which they can scan with their phone to play your video. How innovative!

With tons of designs to personalize, you can create eCards to send to supporters for any occasion, whether you’re looking for a silly card, a serious design, or something in between.

Hallmark's eCard website offers customizable video eCards.

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Why We Like This eCard Software

Hallmark is ideal for nonprofits that want to send highly personalized eCards, making this platform a great source for volunteer or donor appreciation gifts. As explained in re:Charity’s donor appreciation gift guide, greeting cards can be personalized with custom messages, perfect for highlighting an individual supporter’s impact.

Hallmark’s Pricing: Purchase video eCards individually. Most video eCards cost $4.99 and $5.99 depending on whether you purchase a physical card too.

eCard Website 6) Paperless Post

Similar to Evite, Paperless Post is known for its invitation services, but it also offers a selection of greeting cards, too. Featuring world-class brands like Rifle Paper Co. and Kate Spade, Paperless Post has a range of beautifully-designed eCard templates for events and special occasions.

Browse the selection to find your favorite designs. Then, make each eCard your own by customizing everything from the text and images to the virtual envelope lining and stamps. Your supporters will appreciate the extra effort you put into customizing your cards!

The user-friendly interface enables you to easily choose from various themes, styles, and layouts to match your nonprofit’s aesthetics — whether you’re sending event invites or holiday greetings. You can even add animated elements to make your eCards more engaging and memorable. Then, send your eCards to recipients via email, text, or shareable link.

Paperless Post's eCard site offers greeting cards from popular brands like Rifle Paper Co.

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Why We Like This eCard Software

Keep an eye on delivery statuses and gather RSVPs for events thanks to Paperless Post’s tracking and RSVP management features. That way, you’ll know whether your eCards are being delivered and can accurately gauge attendance for nonprofit events.

Paperless Post’s Pricing: Most cards are free for up to 50 emails. To send more than that, you’ll pay a flat fee of $20 for up to 15,000 recipients. Purchase eCards with credits called Coins, starting at $0.12 per coin each depending on how many you buy. Each eCard displays a “starting at” number of coins, which indicates the starting pricing. The final price includes any additional Premium elements you opt to include, like the envelope, liner, stamp, or backdrop.

eCard Website 7) Adobe Creative Cloud Express

For a do-it-yourself approach to your charity eCards, check out Adobe Creative Cloud Express. Design custom eCards that feature your organizations branding — even on the go thanks to the mobile app.

If you’re limited on graphic design experience, select from a wide array of online templates to get started. Then, handpick graphics from their libraries or upload your own photos, icons, and graphics. The platform supports high-resolution graphics and offers precise control over your details, so you can create impactful charity eCards.

Once you’ve perfected your design, hit the download button to save your project and instantly share your eCard across virtual platforms.

Nonprofits can create greeting cards with Adobe's user-friendly eCard software.

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Why We Like This eCard Software

You gain complete creative freedom with Adobe’s extensive customization options. Because of its flexible design tools, you can personalize every aspect of your eCards including colors, typography, illustrations, and animations.

Adobe’s Pricing: Adobe is a great free option, but paid premium plans unlock features like the option to auto-apply your nonprofit’s logo, fonts, and colors. Note that verified nonprofits can receive Adobe Express Premium for free as part of the company’s commitment to CSR.

eCard Website 8) Canva

Canva is a well-known graphic design platform that offers a wide range of features, making it well-suited for designing eCards. Its popularity stems from how quickly users can create designs, which applies to designing eCards too.

With this design site, you gain access to a library of more than 420,000 templates, 75 million images, 3.5 million graphic elements, and 3,000 fonts. With countless customizability options, you can create designs perfect for celebrating any occasion with supporters or inviting people to your events.

Note that Canva doesn’t offer an eCard-sending service. Instead, you’ll need to share your eCards directly from the platform or download your designs to use across other channels. Alternatively, go the snail mail route by designing physical cards.

Canva's versatile design tools make it a reliable eCard website.

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Why We Like This eCard Software

If you want to take a collaborative approach to your eCards, Canva is a solid choice. This eCard website enables collaboration among team members, allowing multiple users to pitch in on the design process.

Canva’s Pricing: Canva’s premium design tools are free for verified nonprofits.

eCard Website 9) Jacquie Lawson

If you love the idea of art-inspired eCards, Jacquie Lawson may be the eCard website for you!

Whether you want watercolor creations or colorful celebratory designs, you’ll have plenty of options. Purchase a membership, then send as many eCards as you want for the duration of your membership.

You’ll also get everything you need from a professionally-run eCard site: an address book, birthday reminders, and a helpline on top of the unique, artfully-drawn designs.

Jacquie Lawson's eCard site offers unique, art-inspired greeting cards.

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Why We Like This eCard Software

Break out of the traditional eCard realm with Jacquie Lawson. This eCard website offers beautiful, artful designs you can’t get anywhere else. These visually-compelling cards are ideal for propelling your nonprofit’s relationships forward, especially if the unique look correlates with your brand.

Jacquie Lawson’s Pricing: Become a member for the equivalent of four traditional paper cards per year. Monthly plans are $9, annual plans are $30, and 2-year plans are $45.

eCard Website 10) Acme Ecards

Put plenty of thought into your eCard strategy with Acme Ecards. Formerly known as Ecard Mint, this eCard website works to reimagine your nonprofit marketing ideas with bespoke cards designed to grow your brand

Communicate your strategy and digital marketing goals to their team. Then, let them curate your eCard collection by designing animated eCards based on supporter data and history. They’ll handle your email campaigns for you, making every email feel personal to recipients.

Formerly eCardMint, Acme's eCard website offers branded, bespoke greeting cards.

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Why We Like This eCard Software

For cards fully tailored to your recipients, Acme Ecards is a reliable solution. Humanize your email marketing by letting them take charge of your card designs. They’ll pull from their wide range of pre-designed greeting cards which can be rebranded and worked into any campaign. In no time, you’ll have on-brand bespoke eCards that make your outreach stand out in supporters’ inboxes.

Acme Ecards’ Pricing: Acme’s pricing starts at $90 for first-time customers. Pricing tiers increase primarily based on the number of individuals on your contact list. This site offers discounts for nonprofits, so contact their sales team to learn more.

eCard Website 11) Postable

Postable offers a different take on eCards. While the experience is virtual on your end, recipients will receive a physical card in the mail. Browse their massive collection or create your own unique designs. That means you can fully infuse your nonprofit’s brand. Then, they’ll handwrite the address and eCard’s note for you. They even help curate your online address book, making sending your cards incredibly easy.

If you’re worried about eco-friendliness, it might ease your concerns to know that their cards and envelopes are 100% recycled.

Postable's eCard site allows you to design cards online and then send them via direct mail.

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Why We Like This eCard Software

Make your greeting cards even more personal by maintaining the traditional feel of direct mail. The design is fully your own, and you can even choose the handwritten font that each note and address uses.

Postable’s Pricing: An account is totally free. The cards vary in pricing depending on how many you send. Generally, 1-19 cards cost $3.99 each plus stamp fees, while 20 or more cards cost $3.29 plus stamp fees. This eCard site also offers discounted volume pricing, making it great for organizations.

Final Thoughts on eCard Websites

When it comes to fundraising and supercharging supporter relations, nothing quite matches up to eCards. Personalized and visually appealing eCards can strengthen your nonprofit communication and engagement in a snap — but only if you use the right eCard platform!

The right website can make eCards a viable fundraising and marketing avenue for your cause. Keep the key features we mentioned in mind, and you’ll be set to choose the site that best fits your organization’s needs.

While you make your decision, check out some of these helpful resources we hand-curated for you to continue learning:

Design greeting cards for your cause with the best eCard website: eCardWidget.

Learn how to develop and use a winning fundraising case for support.

The Art of Persuasion: How to Build a Case for Support

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Convincing an audience to take any kind of action requires making an effective pitch. Nonprofits know this all too well. When you rely on people’s donated support to push your work forward, you must be able to confidently explain to your donors what you need, why, and what the benefit will be.

A nonprofit case for support is at the root of how you make a compelling pitch to donors. It’s an essential part of running fundraising campaigns and effectively communicating your mission.

What’s more, a case for support can (and should) be an active tool for better fundraising—not just a pre-campaign task to get out of the way, but a real asset that will fuel your success.

So how do you create one? What should your case for support contain? What mistakes should you avoid? We’ve got you covered. This crash course will cover all the essentials, including:

Learn how 360MatchPro can help you raise more and make more compelling pitches to donors.

Nonprofit Case for Support FAQs

Let’s start by establishing some context:

The definition of "Case for support," detailed in the text below

What is a case for support?

A nonprofit case for support is the core set of reasons why donors should support a particular campaign, project, or organization’s work as a whole. It’s a fundamental fundraising framework or concept on which you can build your campaigns.

Cases can be developed for a wide variety of contexts and audiences, making them extremely flexible tools to guide the fundraising process in any situation. They essentially seek to answer the questions, “Why should someone care, and what are we asking them to do?”

It’s important to note that while this term is often used to describe a tangible document or other resource, the underlying set of arguments themselves comprise the case for support. We’ll take a look at some examples below.

While a case will be distilled into various printed and digital resources during a fundraising campaign, overly fixating on a specific document can ultimately limit a nonprofit’s vision and the overall effectiveness of its case.

Why are cases for support important?

Cases for support give your fundraising team a clear roadmap and talking points to use when promoting your campaigns or overall mission to donors.

When created and used well, a case for support will standardize your messaging and ensure that you communicate a clear, unified, and compelling vision to potential supporters. Then, with the scaffolding in place, your team can use it to create tailored variations, individualized pitches, and all kinds of helpful resources that will support the overall vision of your fundraising campaign.

When do nonprofits create and use cases for support?

Nonprofits develop cases for support in a range of different situations. They might be created to support:

They’re most commonly discussed in the context of capital campaigns as a critical early step in the campaign planning process.

But note that you’ll benefit from a case for support in any situation in which your team will need to make a clear pitch to donors to solicit support. As long as you understand what a case for support is and what it should accomplish, you can use its framework to support your goals.

Who in a nonprofit should create a case for support?

A case for support should be created by the fundraising or development team that will be directly involved in running that particular campaign. An overarching case for support for the organization’s work as a whole should also be owned by the fundraising team.

However, the overall development process should be collaborative. Gathering input and suggestions is an important part of developing a compelling case. Many organizations also seek the direct input of major donors when crafting their cases. Plus, you’ll usually need to secure leadership buy-in on the finalized case for support.

Essential Elements of an Effective Case for Support

A compelling case for support should cover a few essentials. By including these core talking points or sections, you’ll ensure that your team has the strong framework they need to make an effective fundraising pitch.

The elements of a nonprofit case for support, detailed in the text below

  • Objective. What will your campaign accomplish? Why are you fundraising? Be as specific as possible—concrete objectives will always be more compelling than vague or intangible ones because they allow donors to envision the real impact of success.
  • Fundraising goal. How much money are you seeking to raise to fund your objective? Again, specificity is key. Spell out your needs so that your team can better articulate them to prospects.
  • Connection to mission. Your mission should be clearly visible through all of your fundraising efforts. Even if it seems self-evident, take the time to define the exact ways that completing your objective will push your nonprofit’s mission forward.
  • The problem. What is the context behind your objective, or what problem are you intending to solve or alleviate? What steps have you taken to combat it in the past?
  • The impact. What will the impact of your success be in concrete terms? Projecting impact can be tricky, but it’s always worth doing. Think about how you’ll measure the success of your objective in relation to your mission and use those metrics or key performance indicators to help determine some concrete impact projections.
  • Call to action. Spur your prospective donor to action. Again, clearly spell out the relationship between your mission, objective, goal, needs, and impact.

You might think that these key talking points might sound like the sections of a grant proposal, and you’re not wrong.

However, keep in mind that, unlike a grant proposal, a case for support can be more flexible and adapted to your specific goals. There’s no one specific format to follow—this will be shaped by the specific fundraising context once you’ve established the core set of arguments and details listed above.

Learn how 360MatchPro can help you raise more and make more compelling pitches to donors.

Developing a Case for Support: 9 Steps

You’re ready to develop your next case for support and drive your best fundraising results yet. How do you get started? We break it down into these key steps:

The steps for creating a nonprofit case for support, explained in the text below

  1. Form a team. A small group of fundraisers or development staff should oversee the case development process. Depending on the purpose or scope of the fundraising campaign, however, you may want to proactively involve a board member or other organizational leader. Organization-wide or capital campaign cases for support are instances when getting a broader leadership perspective early will be helpful.
  2. Determine your case for support guidelines. What’s the context for this case for support? Is it for a particular campaign or initiative? Align your team on the context and purpose.
  3. Draft your key elements. Work through the list of key elements of a case for support above and draft a few sentences for each. Brevity is key—a handful of highly impactful sentences will carry much more weight than rambling paragraphs. Besides, at this stage, you’re seeking to create a framework, not a completed structure!
  4. Ensure coherence. Read your preliminary case for support closely to ensure that it clearly ties back to your organization’s mission. Do the key points you’ve made align with how the campaign is being discussed internally? Are there more compelling talking points or impact details that you might be able to provide?
  5. Review and revise. Take some time as a team to review what you’ve developed. Proofread and look for weak spots in your argument where your claims or calls to action could be better supported. Make quick revisions as needed, but don’t get too bogged down in creating the perfect finished product just yet.
  6. Test and refine. Next, seek feedback outside of your case for support committee. Other fundraisers, marketers, and leaders in your organization may have helpful perspectives. If you’re developing a case for support for a capital campaign, this is when you’ll gather direct donor feedback through a feasibility study. Make adjustments to your case and campaign plans as needed to ensure your strategy and argument are set up to succeed.
  7. Secure buy-in. Present your finalized case for support to organizational and/or campaign leadership as needed. Get their feedback and approval to move forward with using the case as the basis for your fundraising messaging going forward.
  8. Save and share. Save your case for support in a central, accessible digital location. Then, publicize it to your broader fundraising and marketing teams.
  9. Distill into campaign materials. Over time, as your fundraising campaign progresses into new stages that target different audiences, use your case for support to guide the messaging in new campaign materials. Brochures, email appeals, letters, texts—everything related to your campaign or this particular fundraising push should be part of a coherent whole.

Expert Tips for a More Compelling Case for Support

Now that you understand the process and purpose of creating a case for support for your campaign, what are the tactical tips to keep in mind when actually drafting it? We’ve got some recommendations.

1. Make it impact-centric.

Your case for support should revolve around the positive impacts of your success. This is the ultimate reason for the campaign and its objective, so there should be a crystal-clear throughline from the ask to the objective to the impact.

Not only will this ensure coherent, compelling messaging across your campaign later, but it’s also increasingly thought of as a prerequisite by many donors. If donors are unclear on what exactly will happen with their gift and how it will go towards the problem at hand, it’ll be harder to secure their support. In fact, younger generations are much more likely to say they will not donate if they’re unsure what the charity will do with the money (37.8% of Gen Z donors vs. 15.2% of Mature age donors).

2. Gather compelling storytelling details.

While your core case for support should be concise, aim to embed compelling storytelling elements that will help make the ask and impact real to your donors. Help them understand and feel the urgency surrounding the problem that your campaign’s objective will solve.

While preparing a case for support, gather a range of storytelling details that you can use later when developing more fleshed-out and tailored variations for your campaign marketing materials. These could include:

  • Anecdotes and testimonials from constituents and donors (with their permission)
  • Photos of your nonprofit’s programs at work
  • Data to support your claims about the problem and your objective’s projected impact

Assembling this kind of “case for support kit” will be extremely helpful once it’s time to create campaign materials like web pages, brochures, email templates, and more—see the examples below for this strategy in action.

3. Boost your persuasion power with clear writing.

Persuasive writing is direct, clear, and evocative—set your fundraising materials up for success by baking these qualities into your case for support from the very start. Consider these best practices:

  • Keep sentences short and impactful. Write as specifically as possible to naturally keep things concise.
  • Avoid using too many adjectives and adverbs to describe things and problems. Let the details and the context speak for themselves and paint a picture for readers.
  • Be intentional and specific with your word choices. It’s easy in nonprofit work to get bogged down in vague generalities and jargon, but these will never give you the impact you need to make a convincing pitch to people who aren’t knee-deep in your mission all day.
  • Understand the power of passive and active voice. Active voice tends to be clearer and more impactful and should take precedence in your core case for support. Passive voice has its role and is more helpful for explaining complex thoughts and situations, but try to wait until you’re writing longer-form campaign materials to use it.

4. Understand your audience and context.

Actively think about who your case for support is speaking to and why they should care about your mission and ask.

For many cases for support, you’ll be writing to a general audience of supporters. In others, you’ll be targeting a more specific segment from the get-go, like

  • Major, mid-level, or lower-level donors
  • Volunteers
  • Event attendees
  • Prospective donors for a specific giving program
  • Potential corporate sponsors

Draft your case for support with the interests and motivations of your audience in mind. For example, positive brand awareness is a prime motivator for corporate partners, so make sure your core case statements highlight the size of your audience and the public reach that your organization has. Tax incentives often motivate major and non-cash donors, so you can mention these when discussing the positive impacts (both for your mission and your donors) that your fundraising initiative will have.

Getting Specific: Using Data to Take Your Case for Support to the Next Level

Concrete details make for more effective pitches. When compiling a new case for support and any associated kits of details and stories, don’t forget the data.

For a case for support, this supporting data might include information like:

  • Details about other funding sources for the campaign or project
  • Information about your corporate partners
  • Your organization’s current matching gift revenue
  • Statistics about your volunteer program

Why gather this information? Depending on the audience and context of your case for support, being prepared with this data can be extremely helpful.

For example, major donors might want to know it to gauge your organization’s effectiveness before committing to a large gift. Foundations and sponsors might require this information. In very specific circumstances, like if you’re laying out the case to recruit sponsors for a special donation match challenge, information about the scope of your fundraising efforts will be integral to the agreement.

By having this data on hand and baked into the messaging guidelines of your case for support, you’ll be able to easily create detailed, custom pitches for your prospects.

You might already have much of this information in your CRM. For data specific to your grants or corporate philanthropy efforts, be sure to use dedicated grant management and corporate philanthropy tools that make it easy to generate reports and projections (and to raise more of these funds in general).

Check out this video to learn more about how the right platform, like Double the Donation, can not only unlock new revenue streams for your nonprofit but also equip you with the tools you need to build and report more thriving giving programs all around:

Fuel corporate donations to your nonprofit by exploring the Ultimate Guide to Matching Gifts.

Watch Out! 5 Case for Support Pitfalls to Avoid

Creating a case for support should become second nature anytime your organization takes on a significant new fundraising campaign or launches a new giving program. What are the common mistakes to avoid along the way?

  • Mistake 1: Starting with a document or brochure.
    • Remember, a case for support is a set of persuasive arguments and details, not just a document. You’ll distill your case into a wide range of campaign materials like brochures, emails, web pages, and more, but jumping ahead to that stage might limit your vision and the case’s overall effectiveness.
  • Mistake 2: Not securing buy-in.
    • A case for support is a foundational fundraising resource—your organization should feel confident that the pitch it lays out aligns with your vision and goals for the campaign. If you don’t get sign-off from campaign or organizational leaders early, you might risk needing to backtrack later to update fundraising materials that were based on an outdated version of the case.
  • Mistake 3: Not testing your case for major campaigns.
    • A case for support allows you to test your pitch in the lead-up to a capital campaign. These kinds of major fundraising campaigns are big investments of your time and resources, and they have high stakes, so you need to ensure your messaging is as effective as possible early in the process. Use a feasibility study to introduce a small group of high-impact supporters to your campaign, ask for feedback on your case for support, and use their input to improve it before moving forward.
  • Mistake 4: Becoming too donor- or organization-centric.
    • The focus in a case for support should be on the positive impact that will be created when you achieve your campaign’s objective. Nonprofits often see advice about making donors the heroes of their pitches, but that’s not necessarily the goal in a case for support. You can emphasize their role in later messages that you create using the case for support. Similarly, avoid overly-centering your organization as the active player—it’s all about the objective and impact at this stage.
  • Mistake 5: Veering into scarcity-thinking.
    • Your case for support should convey a positive and ambitious but realistic vision for achieving your objective. Avoid limiting yourself (and using toned-down or pessimistic language) in your case for support since its core messages will make their way into all of your fundraising materials later. While you don’t want to positivity-whitewash the problem you’re tackling, which might downplay the urgency, you should still emphasize your strengths and come off as confident.

Nonprofit Case for Support Examples

Let’s take a look at some strong examples of case for support documents created by leading nonprofits. We’ll examine them from both sides:

Public-Facing Case for Support: UNICEF

Read the case for support documentUNICEF case for support example

This is the public-facing case for support for an ambitious 10-year initiative, The UNICEF and WHO Joint Programme on Mental Health and Psychosocial Well-being and Development of Children and Adolescents. This campaign seeks to raise $50 million in donation commitments to achieve its crystal-clear objective:

“By 2030, children and adolescents living in countries targeted under the Joint Programme will experience reduced suffering and improved mental health and psychosocial well-being and development.”

This is a “global” case for support document for the campaign, meaning it can serve as the single source of truth for fundraisers to create new campaign materials and have more targeted discussions with prospective donors. Its high quality also means it could easily be shared directly with prospects and news outlets as-is, too.

What this Case for Support Does Well

  • Includes extremely clear and impactful language
  • Repeats key phrases and vision statements across the entire document
  • Conveys true urgency without coming across as dark or dire
  • Emphasizes the impact of proposed solutions and provides statistics to back them up
  • Very clearly structured with headings that reinforce the purpose of the document

Internal Case for Support: YMCA

YMCA case for support example

This is an internally-facing case for support written by the team at the Santa Monica Family YMCA to support an annual fundraising campaign.

This particular case document could be an extremely helpful example for your nonprofit. It gives us a direct glimpse into what a working case for support looks like and what kind of information yours should include.

We love how mission-centric this example is—every section clearly connects back to the organization’s mission of strengthening communities through supporting youth and fostering healthy living. With this resource in hand, it would be easy for YMCA fundraisers to craft compelling gift solicitations and promotional materials.

What this Case for Support Does Well

  • Begins by clarifying the purpose of the resource for YMCA staff
  • Clearly connects all sections back to the organization’s mission
  • Explains core programs and areas of operation in easily-repeatable language for use in more materials and donor discussions
  • Ends with a short library of constituent stories broken down by program—invaluable for fundraisers in the field!

 

Writing a case for support (for a campaign, event, or just for your fundraising efforts in general) is one of the most important things you can do to set your nonprofit up for success.

With an easy-to-use guide on how to talk about your objectives, needs, goals, and plans, your team will be able to tackle any fundraising challenge with ease. If you need to draft a case of support of your own, start by working through the “Essential Elements” explained above and following our recommended steps. You’ll be engaging your prospects, funders, and corporate partners with compelling fundraising pitches in no time.

To keep learning, explore these additional fundraising guides:

 

Increase donor generosity by alerting them to matching gift programs. Click here to see how Double the Doantion can help.

This article goes over why workplace giving matters for both nonprofits and companies.

Why Workplace Giving Matters for Nonprofits + Companies

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Today, companies are diving deep into social good causes in large part due to the rise of corporate social responsibility (CSR), which reflects a company’s efforts toward improving society. One of the biggest programs to come from CSR is workplace giving.

Workplace giving programs are important to more organizations than just the companies that run them. Nonprofit organizations all over the world benefit from CSR initiatives, with workplace giving at the forefront, raising approximately $5 billion every year. 

Both companies and nonprofits should focus on workplace giving to reap its unique benefits. 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?

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.

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 is an umbrella term, which means it can refer to multiple types of programs. Diversifying workplace giving can encourage greater employee participation. When you provide multiple ways to get involved, 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, essentially doubling employees’ donations.
  • 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 donation from the employer based on the number of hours the employee volunteered.
  • Payroll deductions. Payroll deductions are one of the most common types of workplace giving. Rather than employees going out of their way to make donations, payroll deductions automatically deduct a portion of their paychecks to donate to a charity of their choice. Payroll deductions are usually small but can quickly add up, allowing one nonprofit supported by an entire company to amass significant financial support.

Of these programs, 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 0.5:1 to 4:1. Many companies also match donations to a wide range of organizations, with few restrictions.

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 that when companies offer multiple ways to give to charities, employee participation as a whole will rise.


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2. Why workplace giving matters for companies

Beyond the social good workplace giving promotes all around, there are specific benefits for companies:

The image shows three workplace giving statistics, listed below.

  • When it comes to employee engagement, a company’s employees tend to be happier working for companies that support generous giving initiatives, and companies with happy employees outperform their competition by 20%.
  • 69% of employees feel a stronger sense of loyalty to their employer if they have a workplace giving program. This loyalty leads to higher retention, meaning less turnover and more time spent investing in experienced employees rather than training new ones. 
  • Apart from internal benefits, companies also maintain a positive public image in the communities in which they operate. 84% of consumers state they have more trust in businesses that have charitable giving programs. 

Your company has spent a lot of time and energy setting up its workplace giving program, and you can start reaping its benefits faster the easier employee participation is. 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!

How auto-submission helps

When an employer leverages a workplace giving platform equipped with auto-submission functionality, which recently came out of beta for all Double the Donation users, it makes workplace giving participation easier than ever before. Not only is it quicker for employees to get involved, but it’s also simpler for companies to organize, establish, and maintain their programs.

Employers can spend less time tracking and reporting on employee giving and matching gift submissions, reducing the administrative workload it takes to manage workplace giving. And it’s all while making a larger impact on the causes their employees care about!

Benefits of auto-submission and workplace giving for companies

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. Even charitable employees can forget to give on occasion, but workplace giving makes interacting with nonprofits a routine part of their schedule, increasing interactions and strengthening their investment in the nonprofits they give to. 
  • Long-term relationships between nonprofits and companies lead to ongoing partnerships. When multiple employees give to the same nonprofit, leadership may be inspired to take their support to the next level with corporate sponsorships for the nonprofit’s events and programs.
  • 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 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 and nonprofits use workplace fundraising solutions to help them ensure supporters can easily access matching gift, payroll giving, and volunteer grant next steps, nonprofits gain more than just monetary support. They’ll become part of a larger community that helps them reach their goals. 

How auto-submission helps

With higher participation rates by companies and their employees, auto-submission leads to greater revenue for the nonprofits on the receiving end of the relationship. More matching gifts are processed with auto-submission⁠, meaning charitable organizations in need of support earn more revenue.

Not to mention, matching gift auto-submission directly addresses obstacles that nonprofit fundraisers have been facing for years! Common roadblocks⁠, such as a lack of donor awareness of workplace giving programs and non-completed submission forms⁠, are eliminated with auto-submission. Donors are more inclined to complete their end of the process when it’s as easy as a single click⁠, and they’re also likely to keep giving and matching year after year.

Benefits of auto-submission and workplace giving for nonprofits

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. 

Let’s look at how workplace giving programs can further benefit employees specifically:

  • 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 screen the nonprofits that are allowed to participate. 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, add up to 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 those of thousands of employees across the country. These donations are also unrestricted, meaning nonprofits can use them however they see fit to continue fulfilling their mission. 

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

How auto-submission helps

A nonprofit’s donors want to make a significant impact on their favorite organizations’ missions. Additionally, a company’s staff appreciates the opportunity to involve their employer in the causes they care about. Luckily, auto-submission makes every step in the process easier.

When an employee who qualifies for auto-submission gives to an organization equipped with Double the Donation’s tools, a matching gift request can be completed in mere seconds⁠—no website redirects, separate login processes, or repetition of donation information. 

This empowers more employees to get involved in their companies’ workplace giving programs that would have otherwise been deterred by a complicated process.

Benefits of auto-submission and workplace giving for employees


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

For companies, reporting tools are crucial to their workplace giving programs’ 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, measuring what impact the company has made becomes challenging. 

Reporting enables your company to maintain transparency, which tends to be low among corporate philanthropy programs. As a result, only 1 in 10 consumers state that they trust corporate giving programs as compared to nonprofit programs. 

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 key features to look for in your workplace giving solution:

The image shows the features of workplace giving software, listed below.

  • 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 to participate in an employee giving program that is restricted to gifts made through just their employer’s workplace giving platform. The more options a company has for employees to support the nonprofits they care about, the more likely they are to partake.

Along similar lines, if you want more employees to get involved with your matching gifts initiatives, adjust your requirements to offer low minimum donations, high maximums, and liberal submission deadlines⁠, and expand the types—full-time, part-time, and retired—of employees who can have their gifts matched.

Once a match-eligible donation has been made, it’s equally (if not more) important that the match submission process is quick and easy. Again, this is where matching gift auto-submission—made available through Double the Donation in partnership with select workplace giving platforms—can come in handy.

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 when you first launch your program and offering reminders throughout the year will keep your CSR initiatives at the forefront of your company culture.

Of course, it’s always a good practice to get employee feedback on your workplace giving programs. This will help you determine whether your program is accessible and effective. Send out surveys and allow employees to vote on the types of nonprofits or causes they want to support or even the types of workplace giving programs they want to see offered.

Additional workplace giving resources

If you’re interested in starting a workplace giving program, 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.

To learn more about this extensive topic, we’ve compiled a few of our favorite resources below:


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Matching Gift Requests - Deadlines, Forms & Auto-Submission

Matching Gift Requests | Deadlines, Forms & Auto-Submission

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You likely have a number of matchable donations in your CRM at any given time. If you’re looking to revamp your strategy, you might wonder if gifts made last week, month, or quarter remain eligible for the giving programs. Fear not—many contributions from the past year (give or take) should still qualify for company matching. Now, you’re just waiting for your donors to complete their matching gift requests!

The problem is that many donors remain unaware of the matching gift opportunity entirely. When an individual has no idea their employer matches, they won’t take the necessary steps to request associated funding and secure additional revenue for your nonprofit.

That’s why educating your team and your donors about the importance of matching gift requests is essential. And we’ve provided this expert guide to help you do so!

In this blog post, we’ll cover the following key topics:

Let’s get started!

DTD_Matching Gifts CTA

What Are Matching Gift Requests?

A matching gift request is a submission made by a donor to their employer as part of the company’s matching gift program. The request aims to secure a corporate match for the individual’s donation to a nonprofit cause⁠, making it an essential part of the matching gift process.

The Matching Gift Fundraising Process

  1. A donor contributes to a nonprofit.
  2. The donor determines if their gift qualifies for an employer match.
  3. The donor completes a matching gift request from their employer.
  4. The employer reviews the matching gift request and verifies the initial donation with the organization.
  5. The employer approves the matching gift request and disburses match funding to the organization.

Though the request itself can vary from one company to the next, these forms generally source information on the employee, the recipient organization, and transaction details.

How Do Donors Complete Matching Gift Requests?

The actual task of submitting a matching gift request is going to fall on each individual donor. However, it helps to ensure your fundraising team is familiar with the process and prepared to assist donors in completing it.

Here’s how it generally works:

Step 1: A donor receives a link to their matching gift form.

After a donor contributes to a nonprofit, the organization should take proactive steps to encourage the individual to complete the matching gift request process. This might mean promoting matching gifts from the confirmation screen or in a separate email follow-up (as pictured below).

For the best results, the reminder should include an acknowledgment of the donor’s initial donation along with a direct link to their company forms.

How donors complete their matching gift requests
How donors complete their matching gift requests

Step 2: The donor logs into their company’s giving portal.

After the donor receives a link to their employer’s matching gift form, they should navigate to the company’s giving portal or corporate philanthropy platform. This site will generally house a range of corporate giving information, including the forms required for employees to complete their matching gift requests.

Once on the page, they’ll log in using credentials provided by their employer. Most online portals have contact information for the company’s program administrator, should a donor have difficulty accessing the platform on their own.

How donors complete their matching gift requests

Step 3: The donor initiates a matching gift request.

Within the company’s giving portal (or externally, for companies that don’t use them), a donor should locate the option to initiate a matching gift request.

This may be presented as a specific form or an online application within the portal.

How donors complete their matching gift requests

Step 4: The donor provides donation details on the online form.

The donor should now follow the instructions provided by the portal to complete their matching gift request form properly. They should expect to supply information about…

  • Themselves (i.e., employee ID number, corporate email address)
  • The organization they supported (there will typically be some kind of search field or dropdown menu from which to choose)
  • Their recent transaction details (gift format, amount, date, etc.)
How donors complete their matching gift requests

Once approved, the company makes its own donation to the nonprofit, effectively doubling (or, in some cases, tripling) the impact of the original gift.

What to Know About Matching Gift Request Deadlines ⌛

Matching gift requests are not generally required to be submitted immediately following the initial giving transaction. However, nearly all companies establish some sort of deadline by which employee matching gift requests must be completed.

The dates themselves vary, generally coinciding with the calendar year (e.g., December of the year in which the donation was made; the end of the calendar year plus a grace period into the following one) or a set amount of time post-donation. 

Top tip: Encouraging timely submissions from donors is integral to an optimized strategy. The more time passes after an individual’s donation, the less likely they are to complete the match. Not to mention, the sooner your nonprofit receives the extra funds, the sooner it can put those funds to good use.


See How Matching Gift Automation Can Help

Get a sneak peek of the industry-leading matching gift automation solution from Double the Donation.



Benefits of matching gift automation software


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Familiarize yourself with the following types of program deadlines. Plus, review leading matching gift company guidelines to see when their employees’ matching gift requests are due!

Deadline #1: A Set Number of Days or Months Post-Donation

The first type of deadline is based on the amount of time elapsed since the individual completed their initial donation. While most companies offer flexible submission windows for matching gift requests, deadlines can range from 30 days to an entire year post-transaction.

Deadline for Fannie Mae matching gift requests

Fannie Mae

Fannie Mae currently matches part-time and full-time employee donations up to $5,000. Unfortunately, some donors miss out on this funding opportunity, largely due to a lack of program awareness, which results in missed matching gift requests.

Match request deadline: Fannie Mae donors must submit their matching gift requests within 30 days of their donation date or by December 31st of each year (whichever is sooner).

Click here for additional details on Fannie Mae’s matching gift program.

Deadline for Altria matching gift requests

Altria

Altria offers a generous matching gift program (up to $30,000 per employee per year) along with sizable volunteer grants (up to $500 after 25 hours of volunteering).

Match request deadline: Altria’s program administrator must receive all matching gift requests within 90 days of the donations being made.

Click here for additional details on Altria’s matching gift program.

Deadline for Apple matching gift requests

Apple

Apple offers a generous matching gift program for full-time and part-time employees. Each year, team members are encouraged to request between $1 and $10,000 in matches from qualifying gifts!

Match request deadline: Employees should be sure to submit their matching gift requests swiftly, as Apple requires gifts to be registered within one month of the transaction date.

Click here for additional details on Apple’s matching gift program.

Deadline for Microsoft matching gift requests

Microsoft

Microsoft matches between $1 and $15,000 per team member per year. Plus, employees can earn grants for their favorite organizations worth $25 for each hour they spend volunteering.

Match request deadline: Employees are welcome to request matching gifts for any qualifying donations made in the past 12 months!

Click here for additional details on Microsoft’s matching gift program.

Deadline for YUM Brands matching gift requests

YUM Brands

Fast food corporation YUM Brands, including employees at Pizza Hut, KFC, and Taco Bell restaurants, matches gifts at a dollar-for-dollar rate up to $1,000 per associate per year.

Match request deadline: All YUM Brands employees should complete their matching gift requests within six months of their initial donations.

Click here for additional details on YUM Brands’ matching gift program.

Deadline #2: End of Calendar Year

The other main type of matching gift request deadline is one that aligns with the calendar year (running from January 1st to December 31st). That means tons of companies set their deadlines at December 31st.

Here are a few examples:

Deadline for Avon matching gift requests

AVON

AVON matches employee donations up to $15,000 per year. And the first $500 donated is matched at a 2:1 rate, thus tripling the initial donation value.

Match request deadline: AVON employees should mark their calendars! While the deadline indeed falls in December of each year, team members are required to complete their requests prior to December 11th rather than the standard 31st.

Click here for additional details on AVON’s matching gift program.

Deadline for Freeport matching gift requests

Freeport-McMoRan

Freeport-McMoRan matches donations of up to $40,000 to a wide range of nonprofits. While the first $1,000 donated is matched at a 2:1 rate (thus tripling each initial dollar’s value), donations above $1,000 are matched dollar-for-dollar.

Match request deadline: While Freeport-McMoRan encourages employees to submit matching donation requests at the time of the initial donation, employees can submit matches until Dec. 31st of the year following the date of the donation.

Click here for additional details on Freeport’s matching gift program.

Deadline for SAP matching gift requests

SAP America

SAP America gives charitably through the SAP Together Program. Within this initiative, SAP employees are incentivized to donate to nonprofits to unlock matching gifts for their favorite organizations.

Match request deadline: Matching gifts must be requested of the company by December 31st of the year in which the initial donation is made. However, donors should be encouraged to submit their matches as soon as possible due to a company-wide annual limit.

Click here for additional details on Sap’s matching gift program.

Deadline #3: End of Calendar Year + Grace Period

The last group of companies establishes their matching gift deadlines according to the calendar year as well. But they also tack on an additional month or so.

Deadline for Boeing matching gift requests

Boeing

Boeing offers a monetary match, a volunteer grant match, and a fundraising match. And while full-time and part-time employees qualify to have their gifts matched dollar-for-dollar, retirees of the company are eligible to request a 0.5:1 match.

Match request deadline: Boeing employees (or retirees) participating in any matching gift program must submit their matching gift requests by January 31st of the year following the one in which the initial contribution/volunteerism/event took place.

Click here for additional details on Boeing’s matching gift program.

Deadline for Verizon matching gift requests

Verizon

Each year, Verizon matches employee donations of up to $5,000 to the educational institutions of their choice. Meanwhile, all other nonprofits qualify for up to $1,000 in match funding, along with $750 grants for organizations with which employees volunteer.

Match request deadline: Matching gift requests must be entered into the electronic matching gift system before January 31st of the year following the date of the donation.

Click here for additional details on Verizon’s matching gift program.

Deadline for Adobe matching gift requests

Adobe

Adobe matches donations of up to $10,000 per employee per year. Additionally, employees can submit volunteer or “dollars for doers” grant requests worth $250 for every 10 hours they volunteer.

Match request deadline: All matching gift requests must be submitted by January 31st of the year following the one in which the gift was made, regardless of the donation date.

Click here for additional details on Adobe’s matching gift program.

Deadline for Coca-Cola matching gift requests

Coca-Cola

Coca-Cola generously matches employee gifts at a 2:1 ratio. That means for every $1 an employee contributes, Coke gives $2 up to a maximum corporate contribution of $20,000.

Match request deadline: All employee matching gift requests should be completed and returned to The Coca-Cola Company by February 28th of the following year.

Click here for additional details on Coke’s matching gift program.

Deadline for Bank of America matching gift requests

Bank of America

Bank of America (including the investment management and wealth management division, Merrill Lynch) matches employee donations to nearly all nonprofit causes. Each year, team members can request between $24 and $5,000 worth of matches for personal donations of equal amounts.

Match request deadline: Employees must complete an application and have the recipient organization verify the gift. This information must be received by January 31st of the year following the date of the donation.

Click here for additional details on Bank of America’s matching gift program.

Deadline for General Electric matching gift requests

General Electric

Fun fact: General Electric was the first company to implement an employee matching gift program in 1954. Today, it matches millions of dollars worth of gifts to approved charities around the world. Each team full or part-time team member is encouraged to request between $25 and $5,000 per year!

Match request deadline: General Electric offers one of the most extended matching gift program deadlines, with employees being able to request matches until April 15th (tax day!) of the year after their gifts were made.

Click here for additional details on GE’s matching gift program.

Driving Matching Gift Requests to Completion

Unfortunately, matching gift deadlines mean little if your organization isn’t informing donors about matching gifts first. After all, the vast majority of match-eligible employees (approximately 78%) have no idea their company even matches gifts.

How will a donor know to submit a request on time if they don’t know to submit one in the first place?

Luckily, marketing matching gifts to your donors is easier than ever (check out our free downloadable resource for more tips and tricks!). Proper software can help screen for match-eligible transactions, inform donors of their eligibility, and supply individuals with actionable information to initiate the process, too.

If you’re looking to automate your matching gift processes, consider innovative tools like Double the Donation’s complete automation.

As the fundraising sector’s top matching gift tool, Double the Donation identifies matching gift opportunities and triggers personalized marketing emails. It also integrates with nearly all of the leading fundraising solutions, allowing it to supercharge the donation process and make implementation and management quick and easy.

Watch the following 60-second overview video to learn more:

Streamlining Matching Gift Requests With Auto-Submission

Traditionally, an employee wanting to file a matching gift request had to determine their eligibility for a match before identifying and completing the correct forms for their employer. Then, as outlined above, the matching gift request process typically requires an individual to log into a separate portal. There, they supply donation data and submit their matching gift form.

But today, the matching gift request process is being transformed. And it’s beginning with a shift toward Double the Donation’s groundbreaking auto-submission functionality! Now, companies that enable this option through their CSR platforms empower employees with a one-click request opportunity directly from their favorite organizations’ giving pages.

Boost matching gift request rates with autosubmission

When requesting a match is as simple as selecting a checkbox on a confirmation screen, more donors will be inclined to do it⁠—which is why auto-submission is such an invaluable tool.

Streamline matching gift requests with 360MatchPro's auto-submission

Wrapping Up

Effectively navigating the world of matching gift requests can seem like a daunting task. But armed with the right knowledge and resources, donors can maximize the impact of their contributions to nonprofits like yours.

Keep in mind that as the fundraising organization, it’s your responsibility to ensure your audience is informed and encouraged to participate. And that means recognizing the potential for matching gifts and taking proactive steps to supply donors with company forms and guidelines.

Interested in learning more about effective matching gift fundraising practices? Check out these additional recommended resources:

The title of the article next to an illustration of a woman leaning on a desk with graphs surrounding her

5 Political Campaign Lessons That Nonprofits Can Learn From

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In major election years, political campaigns are at the top of everyone’s minds. Your organization’s supporters receive political advertisements and donation appeals alongside those from your nonprofit, and donors may even wonder where your organization stands on key election issues.

While 501(c)(3) nonprofits are prohibited from participating in or supporting specific political campaigns, that doesn’t mean you should ignore them. Not only can election results impact your organization’s work in the future, but there are also plenty of lessons you can learn from political campaign strategies to improve your own fundraising and marketing campaigns.

We’ll cover five concepts that political campaign staff understand well and explore how you can apply them to your nonprofit’s strategies.

1. Time is of the Essence

Since every political campaign runs on a hard deadline, they understand the importance of urgency in every facet of their operations. Political campaign staff plot out detailed field plans, campaign timelines, and editorial calendars to ensure that every action contributes to the ultimate goal of winning the election. They hit the ground running, leveraging volunteers to speak with hundreds of voters at a time about supporting their candidate.

You can approach your fundraising campaigns with the same mindset to increase their momentum and drive results. Try infusing more urgency into your nonprofit’s campaigns by:

  • Writing urgent calls to action. The calls to action (CTAs) that you include in fundraising appeals, social media posts, and emails should convey the importance of your nonprofit’s work and empower supporters to act now. For instance, the CTA “Donate to save a turtle today!” inspires more urgency than “Donate here.”
  • Hosting a phonathon. Political campaigns use phone and text banking to connect with many voters in short time spans. Your nonprofit can do the same by hosting a phonathon in which volunteers call and connect with numerous donors in one day using a standardized script.
  • Leveraging automation to connect with donors immediately. Marketing automation tools can help you increase the speed at which you reach out to supporters and drive more action. By automatically sending emails or texts immediately after a donor gives, for example, you can quickly strengthen that relationship and inspire further involvement.

Additionally, make sure to frequently update donors on the progress of your campaigns, projects, and programs to show them that your nonprofit is working urgently to put their donations to good use.

2. Public Opinion is Paramount

Political campaign strategists spend plenty of time and resources researching the opinions of voters and crafting messages that will resonate with them. They understand that voters get a candidate elected, just like a nonprofit’s donors enable it to further its mission, and they prioritize voter opinion effectively.

Donors’ opinions, priorities, and concerns should play a central role in your nonprofit’s strategy development, guiding how you approach marketing and fundraising campaigns.

To better understand and speak to your audience’s motivations, send out periodic surveys to ask for their feedback directly. Ask questions like:

  • Why do you donate to our nonprofit?
  • What do you consider to be the most important aspects of our cause?
  • What other causes are you interested in?
  • What kinds of programs do you want to see from us in the future?
  • If you could change one thing about our organization, what would it be?

Along with asking your donors directly, take into account research on the opinions of the general public. For example, 77% of consumers want to purchase from companies with corporate social responsibility (CSR) initiatives like matching gift programs. With this in mind, your nonprofit might prioritize your matching gift fundraising campaigns to appeal to the public’s interest in CSR.

3. Volunteers are Drivers of Change

Similar to nonprofits, most political campaigns don’t have large teams and therefore have to rely on volunteers for major efforts like canvassing and phone banking.

Because these efforts are so critical to the success of political campaigns, campaign staff understand and value their volunteers’ power to enact change. Some campaigns even use distributed organizing tactics, giving leadership positions to select volunteers and empowering them to lead their own volunteer teams on behalf of the campaign.

Your nonprofit can take inspiration from these tactics by improving your volunteer program and empowering volunteers to act. Use the following strategies to do so:

  • Emphasize skill development. No matter what kind of volunteer opportunities you offer, they involve certain skills that volunteers get to develop when they participate. Highlight the opportunity to improve soft skills like leadership and communication along with relevant hard skills like gardening or teaching.
  • Host peer-to-peer fundraising campaigns. Let volunteers take the lead on fundraising by hosting a peer-to-peer campaign in which they raise money on behalf of your nonprofit. These campaigns give volunteers a chance to develop their fundraising skills and deepen their relationship with your nonprofit.
  • Show appreciation to volunteers often. Volunteers are more likely to stay involved with your organization when they feel like their participation is appreciated and makes a genuine difference to your mission. Appreciate volunteers by sending thank-you emails, giving them small gifts, and regularly asking for their feedback.

With a more empowered, involved volunteer force at your disposal, your nonprofit can start taking advantage of corporate volunteering programs, too. Invite volunteers to tap into their employers’ volunteer grant initiatives to make an even greater impact on your cause.

4. Digital Channels Make a Difference

Your nonprofit likely already uses a variety of digital communication channels to connect with donors and spread greater awareness of your nonprofit’s work. But are you leveraging these channels to their full extent?

For political campaigns, digital marketing and outreach is a top priority. They use digital tools like text banking software, canvassing apps, and social media outreach tools to get their message in front of voters across as many channels as possible. They also use a mix of paid and non-paid advertising methods to reach new online audiences.

Think about the digital channels your organization hasn’t yet explored and how they could give your fundraising campaigns a boost. You might try tapping into video marketing, for instance. Or, you could leverage free programs like the Google Ad Grant to try out search advertising. Take stock of the resources you have at your disposal, then choose a few new digital avenues to tap into.

5. Mobilization Requires Multiple Touchpoints

Political campaigns don’t stick to one canvassing or volunteer recruitment method — they use a combination of phone banking, door-to-door canvassing, text messages, social media advertising, email, and more. Campaign staff understand that one message or conversation isn’t enough to mobilize voters and volunteers.

The same is true for nonprofits. To truly inspire action from your supporters, you need a multi-channel fundraising strategy that provides plenty of touchpoints with current and prospective donors. This may include channels like email, text, social media, direct mail, your website, and more.

For the best results, segment your audience based on factors like their donation histories, past involvement, and communication preferences. Then, tailor your outreach and fundraising appeals to the interests of each group to make every touchpoint more meaningful.

Applying These Lessons to Matching Gift Fundraising

Political campaigns and nonprofits may seem different on the surface, but both aim to enact change by touching the hearts and minds of their supporters. This is especially true when it comes to matching gifts — by mobilizing your donors to request matching gifts from their employers, you’ll inspire them to double their impact on the causes they care about.

To apply these political campaign lessons to your matching gift fundraising strategy, try taking the following steps:

  1. Use a matching gift automation tool to immediately follow up with match-eligible donors and instill urgency in your appeals.
  2. Solicit feedback from donors who have requested matching gifts before and use their opinions to guide your matching gift fundraising strategy.
  3. Promote matching gifts across all your online channels to create multiple digital touchpoints with match-eligible donors.

By incorporating these lessons into your organization’s next matching gift fundraising campaign, you can find new ways to engage supporters and mobilize them to act.