This guide covers everything you need to know about buying fundraising software, including key types, features, and examples.

How to Buy Fundraising Software That’s Right For Your Nonprofit

Digital fundraising is crucial in today’s nonprofit landscape. In the current software-driven fundraising era, nonprofits, schools, and other charitable institutions must reassess their fundraising arsenals.

If this description sounds like your situation, you may be considering enhancing your existing toolkit or buying new fundraising software. To assist you in this journey, we’ve crafted a comprehensive guide for navigating this process. We’ll cover:

Improve your understanding of how fundraising software impacts organizations like yours and learn what to consider when searching for new tools. From matching gift tools to peer-to-peer platforms, we’ll cover everything you need to elevate your fundraising efforts.

Click here to download our matching gift guide and learn how your fundraising software can help secure more corporate giving donations.

Types of Fundraising Software to Know

A nonprofit fundraising toolkit includes multiple platforms that together perform all the functions you need to reach out to supporters and secure donations. Some solutions are “all-in-one” platforms, while others focus on a few specific features and can integrate with external add-ons to expand their functionality.

What platforms to include in your fundraising toolkit depends on your nonprofit’s needs and goals. However, a few types of fundraising software solutions can be considered essential.

There are several types of fundraising tools out there like online donation forms, peer-to-peer tools, and donor management systems.

Online Donation Forms

One of the core components of your fundraising toolkit is your organization’s online donation forms. These resources allow nonprofits to collect donations online.

The best donation pages empower users to:

  • Offer suggested (or custom) donation amounts
  • Accept gifts from desktop computers and mobile devices
  • Match their donation form branding to their organization
  • Facilitate one-time and recurring gifts
  • Collect additional donor information through custom form fields
  • Integrate with a variety of other nonprofit solutions, like Double the Donation’s matching gift software

Donation forms have one of the most straightforward purposes of all fundraising software, but there are still many providers to choose from. You may even choose one with more features than the ones we just listed.

Peer-to-Peer Fundraising Pages

Peer-to-peer fundraising campaigns elevate existing donors’ engagement while simultaneously expanding your reach to new prospects. Several peer-to-peer fundraising software options are available that enable organizations to:

  • Equip volunteer fundraisers with customizable campaign pages
  • Add images and other fundraising updates
  • Spread the word with social sharing tools
  • Track fundraising progress toward goals
  • Prioritize an accessible and easy-to-use giving process
  • Integrate with other nonprofit solutions

Remember, for peer-to-peer fundraising, your system should be easy for both your team and your donors to use.

Matching Gift Software

Tons of workplace giving revenue gets left on the table each year⁠—including $4 to $7 billion in unclaimed matching gifts alone. Luckily, nonprofits can leverage a matching gift platform to ensure their donors are tapping into these overlooked resources.

This type of fundraising software enables nonprofits to:

  • Market matching gift opportunities to donors and supporters
  • Locate detailed information about matching gift programs
  • Access insights on volunteer grants, volunteer time off, and other corporate incentives for volunteering
  • Leverage an autocompleting search tool to identify employment information
  • Trigger automated outreach to provide valuable matching gift program insights
  • Ensure no matching gift opportunity falls through the cracks with timely follow-up cadences
  • Integrate with other nonprofit solutions

This is a sample matching gift fundraising software dashboard.

When it comes to matching gift software, we have to recommend our state-of-the-art solution, Double the Donation Matching. What puts our matching gift database over the top is our partnerships with corporate giving software, enabling automatic submission of matching gift requests.

Click here to learn everything you need to know about leveraging matching gift fundraising software.

Payment Processors

To accept donations and other payments online, you’ll need payment processing software that facilitates transactions behind the scenes. This tool essentially mediates between the organization, the donor, and their financial institution.

An effective payment processor empowers nonprofit organizations to:

  • Process contributions for multiple payment methods
  • Offer a simple user interface
  • Produce ready-built and custom reports
  • Maintain high levels of payment security standards
  • Integrate with other nonprofit solutions

This fundraising tool is essential for facilitating donations, so choose a secure one that strengthens your donation process. Note that a donation form differentiates in that it collects other donor information and may use various payment processors to complete transactions.

Donor Management Systems

When it comes to managing donors, there’s a lot for your team to keep track of. Ensure your fundraisers have the tools to improve operations through a robust donor data management system.

Also known as a CRM (or constituent relationship management tool), your donor database should allow your team to:

  • Maintain detailed supporter records with engagement histories
  • Add helpful notes within donor profiles
  • Segment your supporter base for targeted communications
  • Automate administrative tasks and donor outreach
  • Easily generate robust reports
  • Integrate with other nonprofit solutions

The best nonprofit CRMs simplify communication and strengthen relationships. By understanding your supporters better, you’ll be able to foster deeper connections with them.

Nonprofit Event Tools

Hosting a fundraising event is an effective way to bring in new supporters, boost donor engagement, and increase fundraising revenue. Nonprofit event software can streamline the entire experience including planning, hosting, and following up post-event.

Specifically, the best event fundraising tools make it easy to:

  • Craft online event pages and/or microsites to promote upcoming opportunities
  • Offer free or paid ticketing options
  • Organize engaging in-person, virtual, and hybrid experiences
  • Facilitate digital bidding at auction events
  • Collect additional donations beyond ticket sales
  • Integrate with other nonprofit solutions

Events are a fundamental part of donor engagement, so make sure you can bring your community together to support your cause with the right event software.

Donor Acknowledgment Software

Appreciating your donors is a critical component of nonprofit fundraising⁠, especially if you’re looking to steward long-term relationships with them. Be sure you have some kind of donor recognition software in your fundraising toolkit.

While a regular email or thank-you letter can make do in a pinch, elevate your gratitude with unique and engaging acknowledgments⁠—like eCards!

When you buy fundraising software for donor acknowledgements, you can express genuine gratitude for supporters.

Your donor recognition software should empower your team to:

  • Brand messages to your nonprofit, including fonts, images, and colors
    Send acknowledgments in seconds
    Leverage multiple digital communication channels, including email and SMS
    Customize communications to cultivate personal donor connections
  • Track digital thank-you notes to determine when supporters interact with your outreach

Acknowledging generosity is crucial for retaining support, so think of appreciation software as a tool for investing in earning future donations.

Factors to Consider When Buying Fundraising Software

As you explore various software options, we recommend making detailed notes on the following components of each platform:

When buying fundraising software, assess each tool's functionality, ease-of-use, scalability, and more.

Functionality

Fundraising software is a broad term that encompasses many different types of platforms and features. That said, make sure you’re buying software that has the functionalities your organization needs.

At the same time, consider what you can live without. For example, if your organization has awesome event fundraising ideas but isn’t so big on advocacy, forgo tools with advocacy features in favor of ones that have excellent event planning capabilities. Or perhaps you’re looking for a new nonprofit CRM, and you already have a donation platform you love. In that case, look for exclusively database solutions that don’t offer a built-in online giving tool.

Donor Experience

Your donors will typically be the end user of your fundraising software. For example, they’re the ones who fill out your nonprofit’s online donation forms, participate in peer-to-peer campaigns, and interact with your matching gift database search tool.

Prioritize fundraising software that makes the donor experience quick, easy, and painless. If a process is too long or complicated, even your most dedicated supporters may abandon their gifts. Alternatively, a seamless giving experience will keep donors coming back to support your cause time and time again.

Backend Ease of Use

Organizations should choose tech solutions with a level of complexity that is manageable and suitable for their team. For example, if your nonprofit employs developers, a custom-coded solution might make sense. On the other hand, if no one on your team is particularly technical, you’ll likely want to prioritize an off-the-shelf fundraising platform for ease of use.

A solution that’s too technical⁠—and ultimately inaccessible⁠—will complicate operations and discourage staff members from using it altogether. Remember, it’s not just the software but what you do with it that matters.

Scalability

As your internal fundraising team grows, will your software enable enough authorized users? Ensure all staff members who need to use your fundraising platform can. Not only that but when it comes to CRMs in particular, confirm that your potential platform can hold all your donor data with room to spare.

If you anticipate major growth in the near future, prioritize buying a platform that has room for expansion. This will allow your new tools to scale alongside your organization without requiring a software platform switch too quickly.
When choosing fundraising software, consider that low-cost solutions may quickly become inadequate, leading to the need for future upgrades and data migration. That’s why it’s wise to make a forward-thinking decision from the start.

Integrations

Even the most comprehensive software solutions might not have all the features your organization needs. You may have to integrate additional programs or systems to assist your operations.

Here are a few common scenarios when you might need integrations:

  • An organization might have niche needs, where they may prefer to add their own software solutions (e.g., a particular payment processor or email application) to complement their existing tools.
  • The software company you’re buying from doesn’t offer tools to facilitate all of your operations (e.g., corporate matching gifts), requiring you to integrate specialized fundraising software.

If you find that you require software integration, communicate your needs to your potential new vendor. That way, they can help determine the compatibility between different systems. Perhaps there’s a native, ready-built integration⁠, in which case, great! On the other hand, if it’s difficult to integrate two solutions, reconsider your priorities or consider working with a nonprofit technology consultant who can develop a custom integration.

Cost

It’s important to go into any major purchase with a budget in mind, and fundraising software is no exception. Before evaluating specific platforms, decide how much your organization can spend. Consider base price, startup costs, and any additional ongoing fees.

The base price is the vendor’s list price on the platform you want to buy and will be what most of your investment goes toward. It encompasses the core functions of the platform but usually excludes expansions or optional add-ons.

Be sure to ask exactly what is included in the base price to make sure you receive all the capabilities you need. If the base price doesn’t include any of your organization’s necessary features, consider how much the excluded features cost to add on.

From there, you might run into additional hidden costs such as:

  • Staff training
  • Maintenance fees
  • Online donation processing fees
  • Future updates or add-ons

Going into the buying process with a clear budget will naturally limit your options, making the selection process easier. It also, of course, ensures that you won’t be spending more than you can afford.

Customizability

When buying fundraising software, you’re likely looking for a solution that can complement your organization’s operations with its out-of-the-box features. Even so, many platforms are customizable and can be further tailored to fit your cause.

Customizability is a sliding scale, and what level of customizability your nonprofit needs likely depends on your size, resources, and goals. For instance, enterprise-size nonprofits often require fully customizable solutions that are essentially built from the ground up, while small nonprofits may see required customization as an unnecessary strain on their time and budget.

In your search, you may find that software customization can apply to many different features, including:

  • Supporter profiles
  • Donation and sign-up forms
  • Email marketing templates
  • Reporting and tracking tools

With customizable features, you can mold your software to fit your organization’s unique needs better. Your fundraising software will feel custom-made, more effectively driving impact toward your overall goals.

Training and Ongoing Support

When you first get started with a new fundraising platform, your team will need to go through training or an onboarding process to become proficient with the new tools. The level of instruction can vary drastically from vendor to vendor, making it an important consideration in your search.

Here are a few general questions for your fundraising software company in regard to team-wide training:

  • How long is the training process?
  • How is training administered (e.g., virtual, on-site, etc.)?
  • What proficiency level does your training cater to?
  • What are the associated costs?

From there, consider ongoing support availability as well. After all, if your nonprofit hires new team members after your initial onboarding session, they’ll need to be trained, too.

Compare software support options by making the following inquiries before you purchase:

  • Do you offer IT support?
  • How do I get in contact with support if there’s a problem?
  • What’s your typical response time?

Remember, the better you and your team understand your software, the more functional it will be, so choose a provider that offers the support you need. With the right support level at your fingertips, your software will perform well for years.

Security

Chances are, your organization will use its fundraising software to collect, store, and manage supporters’ sensitive data. Thus, it’s critical to choose a secure platform that can protect this information.

When chatting with vendors, ask about the software’s flexibility in controlling user permissions, so you can select which users can access sensitive information.

When it comes to donor payment information, consider industry security standards in your search, such as the following protections:

  • PCI compliance: The Payment Card Industry Data Security Standard (PCI DSS) is a set of requirements designed to ensure that credit card information is processed, stored, and transmitted securely. For fundraising software, it’s essential for protecting donor payment information.
  • Encryption and Tokenization: Encryption converts data into a coded format to prevent unauthorized access. Tokenization replaces sensitive data with unique identification symbols that retain all the essential information without compromising its security. Both are used to protect sensitive data like credit card numbers.
  • Password Security: Strong password security measures ensure access to fundraising software is guarded against unauthorized users. This includes requirements for complex passwords, regular password changes, and secure storage of passwords.
  • Multi-Factor Authentication (MFA): MFA adds an extra layer of security by requiring two or more verification factors to access a resource, such as a database or online account. For instance, your fundraising system might require users to enter an emailed code after entering their login details. This significantly reduces the risk of unauthorized access.

Confirm that donors’ data will be kept safe and sound within your fundraising platform, a ensure that supporters feel comfortable entering their payment information in the first place!

Questions to Ask Before Buying Fundraising Software

To ensure you find software that perfectly aligns with your needs, here are some recommended questions for your selection process!

How difficult are the initial setup and data transfer?

Because you buying fundraising software, account for the initial software setup and data transfer from your previous solution. Your nonprofit data is the key to strengthening donor relationships and optimizing fundraising efforts, so it’s essential that it translates to your new platform without issue.

First, determine that it’s possible to transfer your data to the new system in its proper format. Then, consider how you’ll prepare your data for this process. If it turns out that transferring your data from one system to another requires a lot of time and labor on your part, consider whether the software offers other benefits that make it worth the effort.

Does it have the integrations my organization needs?

Integrations are essential for an effective fundraising software ecosystem. Unintegrated software can result in time-consuming manual data migration and data silos. With integrations, however, your technology can function as a cohesive unit, rather than a collection of disparate tools.

Therefore, one of the most important questions when buying fundraising software is “Does it offer the integrations my team⁠—and technology ecosystem⁠—needs?”

For example, Double the Donation integrates with 70+ of the industry’s largest nonprofit technology providers, including donation platforms, peer-to-peer software, CRMs, corporate giving solutions, and more. If you use (or plan to use) Double the Donation’s matching gift software, we strongly recommend exploring the giving tools with which we partner.

How do I maintain effective use of my software over time?

The buying process doesn’t just end the minute your software is set up and your staff knows how to use it. For your software to keep running at its highest capacity, consider how you’ll maintain it over time.

Before deciding, ask if the software has any built-in features to keep your data clean and up-to-date. This is one instance where automation can make a big difference. Automated features like deduplication can help maintain a clean and accurate database, ensuring your records never become messy and out of hand.

Second, ensure that your maintenance support includes installing updates⁠, or if it doesn’t, that these updates are fairly easy to install yourself. By keeping your software up-to-date, you’ll get much more life out of it and ensure it stays secure.

Key Steps for Buying Fundraising Software

As you navigate the fundraising software buying process, keep these key steps in mind.

When buying fundraising software, follow these steps to make the best choice for your nonprofit.

1. Determine your fundraising goals, must-have features, and budget.

Start by determining what you want to achieve with a new platform. Perhaps you want to:

  • Boost matching gift revenue with software that identifies eligible donors, markets match opportunities, and streamlines the matching gift request process.
  • Increase donation page conversions by leveraging fundraising software with a user-friendly interface, customizable calls-to-action, and a seamless donation process.
  • Improve data flow from your donation form to your CRM by automating data entry and minimizing duplicate entries via deduplication.

Notice how each goal has correlating features that allow you to accomplish those objectives. Allocate your funds based on these goals, must-have features, and anticipated number of users.

The best advice we can give is not to overcomplicate the fundraising process when buying fundraising software. Your new software should make your organization’s current operations better. If your new solution overcomplicates things for your team and donors with unnecessary features, it’s probably not the one.

2. Create a list of potential vendors.

With so many fundraising software solutions available, it can be difficult to narrow down your options. To kickstart your research with trusted providers, we recommend heading over to Double the Donation’s partnerships hub to check out the range of innovative, best-in-class solutions that we work with.

Still too many choices? Use our software search tool to filter for different platform types, verticals served, and key functionality. In doing so, you can find the right tools and equip your team with Double the Donation’s matching gift solution to drive corporate giving revenue.

3. Check out the reviews.

You don’t have to go through the buying process alone. In fact, organizations that have previously used a particular fundraising software can be a huge help when it comes to deciding whether or not to buy. Because they’ve had experience with the product, they can attest firsthand to how it functions.

Consult online reviews other organizations have provided about the software you’re evaluating. If you see certain patterns regarding the platform’s strengths or weaknesses, it’s fairly safe to expect a similar experience.

Additionally, try reaching out to your connections in the nonprofit sector. Fundraising professionals at organizations similar to yours may have insight into the software they considered, which solutions worked, and which sent up red flags for them.

4. Book demos.

Before making your final decision, see the tools in action. Most software vendors offer informational demos, allowing prospective clients to get a better idea of their product before buying.

Check the vendor’s website to see if they feature any pre-recorded demo videos. Some providers may require basic information about your nonprofit and how you intend to use the software first, then send an on-demand demo (or perhaps even a free trial) over email or through their site.

For those further along in the buying process, many vendors also offer live online demos upon request. These experiences are more personalized and can provide a closer look at how the software will work for your organization. From here, you can make your final decision and buy the fundraising software that’s the best fit for your organization!

5. Purchase your fundraising software.

Based on your demos, make your final decision and buy the fundraising software that’s the best fit for your organization! Work with your vendor to get the technology up and running. You can also work with a fundraising technology consultant to integrate the new tools into your processes.

Our Top Fundraising Tool Pick to Drive Engagement + Revenue

Following the tips on selecting the best fundraising software, you might be wondering what our top fundraising software recommendations are. To maximize donor contributions and fundraising efficiency, we suggest choosing Double the Donation —our complete matching gift and workplace fundraising automation platform. It empowers you to identify corporate match opportunities, pinpoint your highest-value opportunities, and drive those opportunities to completion.

Double the Donation automated flow

 

Double the Donation Overview

Double the Donation’s matching gift module enhances the matching gift process for nonprofits and their donors, increasing matching gift revenue. Our platform integrates seamlessly with a wide range of fundraising tools, such as donation forms, peer-to-peer software, and donor management systems.

Upon receiving a donation, donors who used their work email addresses for their gift are automatically evaluated by Double the Donation to determine if they are eligible for a matching gift from their employer. If they are, the platform then sends tailored, company-specific instructions for submitting a matching gift request. If eligibility is uncertain, the software prompts donors to use an embedded company search tool to confirm their status and access real-time instructions.

Plus, Double the Donation assists fundraisers in tracking incoming matches, providing valuable insights for forecasting match revenue, pushing stalled matches forward, and offering comprehensive reporting and analytics to assess success and identify areas for improvement in your matching gift strategy. Not to mention, our auto-submission feature is the latest advancement in matching gift technology and simplifies the donation process immensely. Watch this video for a rundown of how it works:

Studies indicate that employing a matching gift automation tool (like Double the Donation’s) increases matching gift revenue for nonprofits by 61%! It even drives individual giving. 84% of survey participants indicated they’re more likely to donate if a match is offered, and 1 in 3 donors indicated they’d give a larger gift if matching is applied.

Leveraging our fundraising software will help you boost matching gift revenue.

With our matching gift software, the process is entirely automated, saving your organization significant time and resources. Plus, we offer additional workplace fundraising tools for nonprofits to help you grow revenue from other high-value programs, like volunteer grants, payroll giving, and more. Matching gifts have never been easier⁠!

Get a demo to see our matching gift tools in action before buying our fundraising software.

Examples of Fundraising Software In Action

When considering fundraising software, it can be useful to envision exactly what it can do for your nonprofit. Rather than relying on hypotheticals, try looking for case studies and examples of organizations that use the tools you’re considering.

To show off how the right software can elevate a nonprofit’s fundraising strategy, we’ve put together a few examples of top fundraising platforms in action:

Marietta College

*Uses GiveCampus and Double the Donation

Marietta College is a private liberal arts school consistently ranked among the top colleges in Ohio. Let’s look at the essential elements of Marietta College’s fundraising strategy and how its technology supports its goals.

Donation Page

Here's a sample donation page that Marietta College created with its fundraising software.

Marietta College’s donation page is quick and easy to complete, prompting users to input basic gift details and contact information. There are also optional fields, including employer for matching gift programs, affiliation to the school, and class year, to provide additional insights for the institution.

Once the form is completed, the school’s fundraising software lets donors check out using Venmo, PayPal, Google Pay, debit/credit card, or bank transfer. Providing multiple payment methods enables organizations to meet donors where they are and drive more gifts to completion!

Confirmation Screen

Marietta College used its online fundraising software to create this confirmation page.

After submitting their contribution, the donor is automatically rerouted to a gift confirmation screen. This web page thanks supporters for their generous contributions and provides detailed information about their employers’ matching gift programs⁠, including eligibility criteria and how to complete their matches.

By telling donors how to pursue available matching gift opportunities, more matches are driven to completion, and more revenue is generated for the institution.

Follow-Up Email

Within its fundraising platform, Marietta College created follow-up emails to send to donors.

A few minutes after finalizing their donations, Marietta College supporters receive customized email follow-ups in their inboxes. These messages include appreciation emails in addition to reminders about matching gift program availability, links to online submission portals, and actionable encouragement to complete their matching gift requests.

This keeps the college and its fundraising needs at the forefront of donors’ minds for longer and ultimately results in increased corporate matching revenue to help the school reach its goals.

African Impact Foundation

*Uses Fundraise Up and Double the Donation

The African Impact Foundation was established in 2008 to equip children in Southern and Eastern Africa with the education and skills to uncover pathways out of poverty. Here’s how the foundation collects donations using powerful fundraising tools.

Multi-Step Donation Page

Using its donation software, the African Impact Foundation created this multi-page donation form.

The African Impact Foundation leverages a multi-step donation form with which donors can submit their gifts to the organization. On the first page, individuals can select their intended donation from suggested gift sizes or enter their own amount. Additionally, they can choose to give on a recurring basis, dedicate or designate their gift, or add optional comments. The fundraising software offers multiple opportunities throughout the giving process for donors to upgrade their donations.

On the next page, donors are encouraged to double their gift impact with a matching donation. They are provided access to a matching gift company search tool to name their employer to view guidelines and available forms. In the final step, donors can choose to cover their transaction costs and check out using a credit card, PayPal, or Google Pay.

Follow-Up Email

After donating, supporters receive a follow-up email triggered by the African Impact Foundation's fundraising software.

Using the employment information provided during the initial donation process, the African Impact Foundation’s fundraising software triggers automated matching gift follow-up emails⁠, providing donors with company-specific program information and detailed next steps for submitting requests. They also use the follow-up email to thank donors and encourage them to get their gifts matched by their employing companies.

What’s Next?

With the right tools and resources in your team’s tech stack, you’ll be able to bring in more fundraising revenue without a hitch.

Interested in learning more about strategic nonprofit fundraising and the solutions available to your team? Check out these additional fundraising resources:

Get a free demo of our fundraising software and learn how you can secure more matching gifts.

Richmond Matching Gifts

Companies in Richmond, Virginia with Matching Gift Programs

We at Double the Donation partner with nonprofits to increase the matching gifts they receive from donors.

An integral step in increasing matching gifts is awareness of local companies that offer these programs. We’ve compiled a short list of companies in Richmond, Virginia, to help nonprofits in the area.

Richmond Matching Gift Corporations

The capital of Virginia has been named the 3rd best city for business in the US. The city is home to six Fortune 500 companies, which means there is plenty of matching gift money for local nonprofits.

Here’s a list of companies in Richmond, VA that currently offer employee matching gift programs. Some also offer employee volunteer grants. Use this list to inform your donors on how they can double their donations to your organization and turn their volunteering hours into a corporate grant.

Altria

altriaHeadquartered in Richmond, Virtinia, Altria gives back to its community by donating to organizations with a presence in the areas in which its employees live and work; not to mention the farming communities where it sources its tobacco.

The company primarily focuses its charitable giving in five key areas:

  • Hunger and poverty
  • Education
  • Rural living conditions
  • Domestic violence
  • Disaster relief

Altria has a matching gift program in place where the company matches employee donations made between $25 and $30,000 to most nonprofit organizations. It also offers a volunteer grant program, providing a $500 grant to any organization with which an employee volunteers a minimum of 25 hours.

Read more about the Altria matching gift program.

CarMaxcarmax

CarMax is also a local company. Full-time, part-time, and retired employees are all eligible to take part in the matching gift program. CarMax will double donations between $25 and $10,000.

Read more about the CarMax matching gift program.

Genworthgenworth

Genworth Financial will match up to $10,000 per employee each year. The company also has a volunteer grants program.

Read more about Genworth’s matching gifts.

Find out if your donors work for these matching gift companies in Richmond.

Canadian Companies With Matching Gift Programs

Double Donations With Canadian Companies That Match Gifts

Matching gifts play a large role in many nonprofits’ fundraising strategies. These opportunities aren’t just limited to the United States, either. Organizations in Canada⁠—and worldwide⁠—can benefit from corporate philanthropy, too. Specifically, Canadian companies that match gifts supply a powerful opportunity for Canadian charities to maximize funds and engagement alike.

In this guide, we’ve selected a few standout programs that your team should be aware of. Plus, we’ll share expert-proven tips and tricks for making the most of the initiatives. This includes:

To learn more about Canadian companies that match gifts and matching gift databases that cover the Canadian matching gift market, read on!

But before we jump in, let’s cover the basics of matching gifts.

Managing Canadian companies that match gifts with Double the Donation - CTA

The Basics of Matching Gifts Across Any Market

Understanding the matching gift process in Canada and beyond

What are matching gifts?

Matching gifts are a unique and widespread form of corporate philanthropy in which companies match donations their employees make to eligible nonprofits. Matching donations are typically made at a 1:1 ratio, but some companies match at a higher rate, such as 2:1, 3:1, or even 4:1.

This type of giving is particularly valuable because it essentially supplies free money for your nonprofit. However, they’re often overlooked by donors due to a lack of program awareness and by nonprofits lacking the necessary staff, resources, or time to pursue the opportunity.

Who qualifies for matching gifts?

Companies that match gifts typically implement a program policy with specific eligibility guidelines. In order for a donor to qualify, their donation and the organization to which they gave must adhere to the pre-determined criteria.

While the criteria will vary from one company to the next, one overarching stipulation is that receiving organizations are generally required to be registered charities in the region in which they operate. In Canada, that means a nonprofit registered under the nation’s Income Tax Act by the Charities Directorate of the Canada Revenue Agency.

Meanwhile, American nonprofits should be registered with the Internal Revenue Service and have received 501(c)(3) status.

Top Canadian Matching Gift Companies

With the 9th largest economy in the world, Canada headquarters many well-known companies with generous employee giving benefits. In fact, Canadian corporations have a long history of philanthropy⁠—which is great news for the nonprofits that call Canada home.
Take a look at the following Canadian companies that match gifts, and find out if your donors work for the generous employers below:

BCE is a top Canadian company that matches gifts

1. BCE Inc.

  • Minimum donation amount: $1
  • Maximum donation amount: $1,000
  • Match ratio: 1:1
  • Employee eligibility: Full-time, part-time
  • Nonprofit eligibility: Select organizations, including United Way, Canadian higher education institutions, and the Canadian Mental Health Association

BCE Inc., formerly known as Bell Canada Enterprises, offers a focused matching gift program benefitting a few specific organizations as well as colleges and universities within the country. The company also offers individual and team volunteer grants, where employees or retirees donate their time throughout the year to earn substantial grants for their favorite nonprofits.

Specifically, employees who volunteer at least 50 hours in a year can acquire a grant amount of $500. Meanwhile, teams are required to volunteer a combined 500 hours within a year-long period to qualify for a $2,500 grant!

Learn more about this Canadian company’s matching gift program here.

Gildan is a top Canadian company that matches gifts

2. Gildan Activewear

  • Minimum donation amount: $25
  • Maximum donation amount: $2,500
  • Match ratio: 1:1
  • Employee eligibility: Full-time, part-time
  • Nonprofit eligibility: Charitable organizations in Canada, the U.S., and Honduras

Headquartered in Montreal, Gildan Activewear matches nonprofit donations from both full- and part-time employees. The matching gift program is open to organizations in Canada, the United States, and Honduras.

In addition to matching donations, the Canada-based company also supplies volunteer grants and multiplies select fundraising collections by employees, too!

Learn more about this Canadian company’s matching gift program here.

GSC is a top Canadian company that matches gifts

3. Green Shield Canada

  • Minimum donation amount: $25
  • Maximum donation amount: $2,000
  • Match ratio: 1:1
  • Employee eligibility: Full-time
  • Nonprofit eligibility: Educational institutions (K-12 included), arts and cultural organizations, civic and community organizations, environmental organizations, health and human services, and more

Green Shield Canada matches gifts of up to $1,000 per full-time employee on an annual basis. The company’s matching gift program is inclusive of most schools and nonprofit organizations, including a variety of institutions ranging from K-12 schools to arts and cultural organizations.

Learn more about this Canadian company’s matching gift program here.

RBC is a top Canadian company that matches gifts

4. Royal Bank of Canada

  • Minimum donation amount: $10
  • Maximum donation amount: $1,000
  • Match ratio: 1:1
  • Employee eligibility: Full-time, part-time
  • Nonprofit eligibility: Educational institutions (K-12 included), health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more

The Royal Bank of Canada, also known as RBC, matches employee donations to nonprofit causes, and is inclusive of gifts made between $100 and $5,000 per year. A key perk of RBC’s matching gift program is that part-time employees and retirees alike are encouraged to participate with the standard 1:1 ratio.

Like many of these other organizations, RBC also offers dollars for doers grants for active volunteers! After volunteering for a minimum of 40 volunteer hours, the company will provide up to a $500 grant.

Learn more about this Canadian company’s matching gift program here.

TC Energy is a top Canadian company that matches gifts

5. TC Energy

  • Minimum donation amount: $25
  • Maximum donation amount: $1,000
  • Match ratio: 1:1
  • Employee eligibility: Full-time, part-time
  • Nonprofit eligibility: Educational institutions (K-12 included), health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more

TC Energy offers two main types of employee giving programs. The first is its standard matching gift program, where the company will match up to $1,000 annually to most nonprofits. The program is open to all employees and retirees.

The second program is TC Energy’s Dollars for Doers program. Through this initiative, the company matches its employees’ volunteer hours with monetary grants. It’s easy for employees to get involved in the program, too, as there is only a one-hour minimum for volunteer hours in a calendar year!

Learn more about this Canadian company’s matching gift program here.

AstraZeneca is a top Canadian company that matches gifts

6. AstraZeneca Canada

  • Minimum donation amount: $50
  • Maximum donation amount: $500
  • Match ratio: 1:1
  • Employee eligibility: Full-time, part-time
  • Nonprofit eligibility: Any CRA-registered charities

AstraZeneca is an international Anglo-Swedish pharmaceutical company with a large corporate presence in Canada. The company, which participates generously in corporate philanthropy, also offers different employee giving programs across various markets.

In Canada, active AstraZeneca employees are encouraged to donate between $50 and $500 to the CRA-registered charity of their choice. After doing so, the company matches the gift to stretch its impact even further for the nonprofit cause!

AstraZeneca Canada offers multiple volunteer grant programs, too. Canadian employees or retirees who volunteer 40 hours with an organization can request a corresponding grant of $500. At the same time, the company provides $250 grants to organizations where employees serve as board members or coaches.

Learn more about this Canadian company’s matching gift program here.

Enbridge is a top Canadian company that matches gifts

7. Enbridge Inc.

  • Minimum donation amount: $50
  • Maximum donation amount: $10,000
  • Match ratio: 1:1
  • Employee eligibility: Full-time, retired
  • Nonprofit eligibility: Educational institutions (K-12 included), health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more

Enbridge Inc., a Canadian multinational pipeline and energy company, is renowned for its robust and multi-faceted CSR initiatives. This includes a generous matching gift program and a volunteer grant program designed to empower its employees to make a difference in the communities they serve.

These programs and more not only foster a culture of philanthropy within the company but also strengthen Enbridge’s commitment to social impact across Canada and beyond.

Learn more about this Canadian company’s matching gift program here.

Suncor is a top Canadian company that matches gifts

8. Suncor Energy Inc.

  • Minimum donation amount: $25
  • Maximum donation amount: $2,000
  • Match ratio: 1:1
  • Employee eligibility: Full-time, part-time, retired
  • Nonprofit eligibility: Eligible Canadian and international post-secondary educational institutions

Suncor Energy is dedicated to making meaningful contributions to society through its corporate philanthropy efforts. Through a targeted and impactful matching gift program, the company encourages its employees to give generously by matching their donations to eligible charitable causes and higher education institutions.

Learn more about this Canadian company’s matching gift program here.

Sun Life is a top Canadian company that matches gifts

9. Sun Life Financial Inc.

  • Minimum donation amount: N/A
  • Maximum donation amount: $1,200
  • Match ratio: 1:1
  • Employee eligibility: Full-time
  • Nonprofit eligibility: Educational institutions (K-12 included), health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more

Sun Life Financial is committed to giving back through a generous matching gift initiative, in which it empowers its employees to demonstrate their own philanthropy as well. When eligible full-time employees support nonprofit organizations of their choice, the company doubles their giving to produce an even greater impact.

One of the best things about this specific program? With no minimum donation amount required, employees can get involved with matching gifts to their favorite organizations with ease.

Learn more about this Canadian company’s matching gift program here.

Canadian Pacific Railway is a top Canadian company that matches gifts

10. Canadian Pacific Railway

  • Minimum donation amount: N/A
  • Maximum donation amount: $1,500
  • Match ratio: 0.5:1
  • Employee eligibility: Full-time, part-time
  • Nonprofit eligibility: Educational institutions (K-12 included), health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more

Canadian Pacific Railway (or CP) is deeply committed to corporate citizenship and community engagement, as evidenced by its matching gift program. Through the program, the company encourages its employees to support charitable organizations by matching their donations at a rate of 50 cents to every dollar.

By fostering a culture of philanthropy and supporting causes that matter to its employees, the Canadian Pacific Railway demonstrates its ongoing commitment to social responsibility.

Learn more about this Canadian company’s matching gift program here.

Cenovus is a top Canadian company that matches gifts

11. Cenovus Energy

  • Minimum donation amount: $25
  • Maximum donation amount: $25,000
  • Match ratio: 1:1
  • Employee eligibility: Full-time, part-time
  • Nonprofit eligibility: Educational institutions (K-12 included), health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more

Cenovus Energy, a Calgary, Alberta-based oil and natural gas company, aims to enact positive change in the communities in which it operates through its generous corporate philanthropy initiatives. Currently, these include a comprehensive matching gift program that empowers individual employees to request up to $25,000 per year for their favorite causes.

Learn more about this Canadian company’s matching gift program here.

Scotiabank is a top Canadian company that matches gifts

12. Scotia Bank Canada

  • Minimum donation amount: N/A
  • Maximum donation amount: Up to $15,000
  • Match ratio: 1:1
  • Employee eligibility: Full-time
  • Nonprofit eligibility: Educational institutions (K-12 included), health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more

Scotiabank Canada offers a robust matching gift program, through which the company empowers its employees to support charitable organizations by matching their donations. With no minimum donation amount required and a lofty maximum threshold, individual team members have the chance to make an even greater difference for the nonprofit missions they care about.

Learn more about this Canadian company’s matching gift program here.

Magna is a top Canadian company that matches gifts

13. Magna International

  • Minimum donation amount: $500
  • Maximum donation amount: $2,500
  • Match ratio: 1:1
  • Employee eligibility: Full-time
  • Nonprofit eligibility: Educational institutions (K-12 included), health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more

Magna International offers a unique matching gift program through which groups of employees are encouraged to support nonprofit organizations in their communities. Specifically, teams of 10 or more employees should contribute a collective minimum donation of $500. Then, the company contributes its match up to $2,500!

By encouraging team-focused employee engagement in philanthropy and supporting causes aligned with its values, Magna builds its workplace culture and gives back at the same time.

Learn more about this Canadian company’s matching gift program here.

Brookfield Properties is a top Canadian company that matches gifts

14. Brookfield Properties

  • Minimum donation amount: $20
  • Maximum donation amount: $2,500
  • Match ratio: 1:1
  • Employee eligibility: Full-time
  • Nonprofit eligibility: Educational institutions (K-12 included), health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more

Brookfield Properties is a multinational corporation with a substantial Canadian employee base. Through its generous matching gift program, Brookfield Properties encourages its employees to donate time and funds to eligible nonprofit causes by supplying matching funds to the organizations they support.

Currently, full-time Canadian and U.S.-based employees (excluding the Chicago office) with a one-year minimum service are invited to take part in the program.

Learn more about this Canadian company’s matching gift program here.

Nutrien is a top Canadian company that matches gifts

15. Nutrien

  • Minimum donation amount: N/A
  • Maximum donation amount: Varies
  • Match ratio: Up to 1.5:1
  • Employee eligibility: Full-time, part-time
  • Nonprofit eligibility: Educational institutions (K-12 included), health and human services, arts and cultural organizations, civic and community organizations, environmental organizations, and more

Canadian fertilizer company Nutrien is dedicated to making a positive impact in communities through its comprehensive matching gift program and more. Through the match program, Nutrien empowers its employees to support charitable organizations with matching gifts worth up to $1.50 for every $1 initially donated.

Learn more about this Canadian company’s matching gift program here.

Identifying Other Canadian Companies That Match Gifts

We covered fifteen standout Canadian matching gift companies above. But there are a ton of additional programs available from companies everywhere. In fact, there are so many companies that match gifts⁠—based in Canada and otherwise⁠—that it’s nearly impossible to keep track of each program’s guidelines on your own.

And that’s where a database solution comes in handy! With a matching gift database like Double the Donation, donors are automatically supplied with direct links to their companies’ match request portals along with program guidelines (minimums and maximums, eligible nonprofits and employees, match ratios, submission deadlines, etc.).

Steps for using Double the Donation's matching gift database

Alternatively, if a donor works for an unknown company (or your organization lacks a database tool), your team can encourage the individual to reach out to their HR department to learn more about any available giving programs.

How Double the Donation Can Help

 Double the Donation is a complete automation system that screens match-eligible donors and triggers tailored outreach accordingly. As a result, your staff saves time and maximizes its revenue.

With over 24,000 company listings, Double the Donation represents 26+ million match-eligible individuals worldwide. When it comes to Canadian companies that match gifts, recent analyses indicate that the tool remains the country’s most accurate and up-to-date source of matching gift information.

Check out these findings:

  • 93-99% of individuals who work for Canadian companies that match gifts will find their employer in Double the Donation’s database.
  • $99,000 of $102,000 in matching gifts received by a global organization’s market in Canada were covered by Double the Donation’s database.
  • 483,760 match-eligible Canadians were covered by Double the Donation’s database, while 4,124 were not.

Double the Donation's coverage of Canadian Companies That Match Gifts

All in all, Double the Donation’s database offers substantial coverage of the market⁠, making it a great fit for Canadian-based organizations and their donors.

Meanwhile, additional benefits of Double the Donation include:

  • More matching gift opportunities. By automatically flagging match-eligible gifts using emails, donation forms, and more, your organization increases the number of potential matches identified.
  • More matches driven to completion. Donors are presented with matching gift information or encouraged to supply employment data after giving. Automated outreach guides donors through the request process and ultimately drives more submissions to increase overall revenue.
  • More time to focus on top opportunities. Your team can primarily focus its efforts on tailoring follow-ups to your most valuable match-eligible donations. With everything else automated, you’ll have time to take an increasingly personalized approach with top-dollar donors.

Double the Donation essentially serves as your own matching gift team. Where you don’t have the staff, time, or resources necessary to perform matching gift outreach, the platform can step in and handle the rest!

Integrations & Customizations

If you’re thinking about investing in a matching gift database to supercharge your organization’s fundraising efforts, there are a few things to consider in your selection. As a Canadian-based organization, you’ll want to look for a solution that adequately covers the Canadian market and integrates with your existing tech stack for easy implementation and data management.

Fortunately, Double the Donation does just that! Offering 100+ integrations with the leading Canadian and global fundraising tools, the software provides users with direct access to the industry’s most comprehensive database. These ready-built and simple-to-use integrations include:

  • CRMs
  • Peer-to-peer fundraising solutions
  • Online donation tools
  • CSR platforms

To get started, all you typically need to do is subscribe to Double the Donation’s tools⁠. Then, activate Double the Donation by entering your API keys into your fundraising platform.

 

Additionally, Double the Donation is designed to accommodate nonprofits operating in one or more geographic markets. For Canadian-based organizations, this means you can customize the database search results by adjusting the geographic regions that apply to your nonprofit.

Double the Donation will then tailor the matching gift search results and information your donors receive based on your selections.

Managing Canadian companies that match gifts with Double the Donation regional functionality

Top tip: If your nonprofit’s tax status is based in Canada and you primarily have Canadian donors, it’s recommended that you only select Canada. However, if you’re registered as a nonprofit in multiple markets, such as the U.S. and Canada, or have a large number of donors in those markets, it’s recommended that you select both the U.S. and Canada.


Wrapping Up

Choosing the right matching gift database is essential. Make sure to look for a solution that’s designed to enhance your organization’s fundraising. That means seeking tools that specifically cater to Canadian organizations⁠—and Canadian matching gift companies.

While we’ve listed some of the largest Canada-based employers and overviewed their matching gift opportunities, they aren’t the only businesses that offer such initiatives. Be sure to constantly research your donors’ employers and stay up-to-date on companies in your area. And remember: the right matching gift database can help!
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Managing Canadian companies that match gifts with Double the Donation - CTA

Keep learning! Check out these additional resources to continue exploring matching gifts for your organization:

Matching Gift Marketing Guide


Marketing Matching Gifts Guide

After identifying match-eligible contributions, you’ll need to promote the matching gift opportunities to your donors.

Check out our free downloadable resource to get best practices and expert marketing strategies.


Top Matching Gift Companies


Many volunteer grant companies also offer matching gifts.

Once you’ve uncovered top matching gift companies based in Canada, consider expanding your focus globally!

Explore these top employers that match employee gifts, and see if your donors work for these businesses!


One-Off Matching Gift Programs


Consider One-Off Matching Gift Programs with Canadian Matching Gift Companies

One-off matching gift programs are defined by agreements between a single nonprofit and a single corporate donor.

Browse the guide to see how your team can begin making the most of these exclusive opportunities.


The title of the article next to an illustration of a woman on her laptop surrounded by books and a jar of coins to represent university fundraising.

A Guide to Navigating University Fundraising with Confidence

Fundraising is the backbone upon which universities are built, helping to expand educational offerings, enhance campus infrastructure, and prepare the next generation of changemakers.

University fundraising, however, is not merely about securing financial contributions; it is a delicate and multifaceted dance of identifying your need for support, articulating the profound impact of your institution, and cultivating long-term relationships with donors.

With philanthropic giving to higher education increasing by 12.5% in 2022, donors are becoming increasingly more inclined to contribute to colleges and universities. Equipped with the most up-to-date information about university fundraising, you’ll be set to engage donors and garner their support.

In this guide, we’ll cover everything you need to know about university fundraising, including:

Whether you’re a seasoned professional looking to refine your approach or a newcomer seeking a strong foundation of knowledge, these insights will help you build a sustainable fundraising program that stands the test of time.Click through to get a demo of our matching gift software and maximize your university fundraising efforts.

Emerging University Fundraising Trends

Higher ed fundraisers have to stay up-to-date with evolving donor expectations, technology advancements, and shifting societal priorities to remain competitive and relevant in a dynamic philanthropic landscape.

Here are three university fundraising trends to be aware of:Emerging university fundraising trends, as discussed in the text below.

  • Digital fundraising: With the increasing prevalence of online communication and giving platforms, universities are leveraging digital channels to engage donors and raise funds. This includes the use of crowdfunding campaigns, virtual fundraising events, and social media outreach to reach a broader and more diverse donor base. Digital fundraising also allows for data-driven strategies to maximize donor engagement and contributions.
  • Impact philanthropy: Donors increasingly seek transparency and accountability in how their contributions are used. Universities are responding by emphasizing the impact of philanthropic gifts and providing clear metrics on how donations are making a difference in areas such as scholarships, research, and community outreach. This trend encourages donors to align their contributions with specific initiatives that resonate with their values.
  • Ethical fundraising practices: Universities are embracing sustainable and ethical fundraising practices that prioritize long-term relationships with donors and the well-being of the institution. This includes a focus on ethical stewardship of donor relationships, a commitment to diversity and inclusion in fundraising efforts, and adherence to best practices in data privacy and security to build trust with donors.

Universities that adapt to these trends can position themselves for success in engaging donors and securing the resources needed to advance their missions.

The Most Popular University Fundraising Ideas

As you review the following fundraising ideas, consider how you can adapt them to align with your specific needs and alumni base.The most popular university fundraising ideas, as discussed in the text below.

Annual Giving Drive

The primary goal of an annual giving drive is to generate unrestricted funds that can be used to support the institution’s immediate and ongoing operational needs, such as scholarships, faculty support, program development, and infrastructure maintenance.

Some institutions may choose to run their annual giving drives on a fiscal year schedule rather than a calendar year schedule. Regardless, structure your campaign around this timeline:

  • Pre-campaign planning (11-12 months before the deadline): Form a campaign committee or team responsible for planning and execution. Work together to determine how much money you need to raise, what the funds will be used for, and how the contributions align with your institution’s overall mission.
  • Campaign preparation (9-10 months before the deadline): Develop a compelling case for support and prepare a launch plan that includes a coordinated announcement across channels.
  • Active campaign period: Reach out to potential donors through personalized and targeted communication efforts, whether that be through direct appeals, phone calls, or email campaigns. As the campaign nears its end, leverage urgency in your calls to action to ensure your goal is met.
  • Campaign evaluation (1-2 months after the deadline): Review donor data and assess the effectiveness of your segmentation and communication strategies. Share the impact of the campaign and how donations have been used.

It’s important to note that you may need to adjust the specific timeline for your annual giving drive based on your institution’s unique circumstances and objectives.

Matching Gift Programs

Matching gifts are a philanthropic practice in which employers, often corporations, financially match their employees’ charitable contributions to nonprofits and universities. When a university fundraiser secures a donation from a donor whose employer offers a matching gift program, the impact on university fundraising can be substantial. It essentially doubles the donor’s initial contribution, significantly increasing the total funds raised for the institution.

This matching process not only boosts the university’s financial resources but also encourages donors to give more generously, as they recognize the added impact of their contributions.

To encourage donors to leverage matching gifts, take these steps:

  • Raise awareness. 78% of donors are unaware if their company offers a matching gift program, so it’s important to raise awareness of these giving opportunities. Include information about matching gift programs in your fundraising communications and on your university’s website. Ensure that donors are aware of the existence and benefits of these programs, and provide clear instructions on how to participate.
  • Engage corporate partners. Build relationships with local and national corporations to encourage them to establish or expand their matching gift programs. Collaborate with corporate partners to promote the program to their employees and alumni, facilitating a seamless matching gift process.
  • Simplify the process. Make it easy for donors to submit matching gift requests with Double the Donation. The platform automatically sends donors the information they need to complete their match and follows up when needed. Plus, it allows universities to track the progress of matching gift submissions in one easy-to-use interface.

Watch the video below to learn how the University of Lynchburg leveraged Double the Donation to streamline its matching gift process and generate increased revenue:

As you’ll see, Double the Donation makes it easy to double the impact of your university fundraising efforts. To get started, request a demo!

Crowdfunding Campaigns

For university fundraisers, crowdfunding can be a lucrative venture because it harnesses the power of the collective, tapping into a broad network of donors who are passionate about the university’s mission and projects, potentially resulting in substantial financial support from a diverse group of contributors. Even students can get involved, with nearly 8% of current students contributing to crowdfunding initiatives.

When you launch a crowdfunding campaign, be sure to:

  • Set clear and specific goals. Define clear and measurable goals for your crowdfunding campaign, such as the amount of funds you aim to raise, the project or initiative you’re supporting, and the timeline for the campaign. Specificity helps donors understand the purpose and urgency of their contributions.
  • Engage your university community. Use various communication channels, including social media, email newsletters, and campus events, to raise awareness and encourage involvement. Engage volunteers and ambassadors who can help spread the word and reach a wider audience.
  • Facilitate student-led fundraising. Consider creating dedicated sections or sub-campaigns on your crowdfunding platform where student groups, clubs, or organizations can create their own fundraising initiatives. Provide guidelines and support to help student groups set up and manage their campaigns effectively.

Use the momentum generated by the crowdfunding campaign to build on the success and cultivate ongoing relationships with donors for future fundraising initiatives.

Grant Writing

Pursue grants from government bodies, private foundations, and corporations to fund research projects, academic programs, and infrastructure development. Leverage these grant-writing tactics to increase your win rate:

  • Understand the grantmaker’s priorities. Before you begin writing a grant proposal, thoroughly research the grantmaker’s mission, goals, and funding priorities. Tailor your proposal to align with the specific areas of interest or focus outlined by the grantor.
  • Craft a compelling narrative. Tell a persuasive and engaging story in your grant proposal. Use clear, concise language to convey the significance of your university’s project or program. Highlight the potential impact on students, research, or the community, and provide concrete examples and evidence to support your claims.
  • Address the grant requirements. Pay close attention to the grant application guidelines and requirements. Ensure that your proposal meets all specified criteria, including format, word count, submission deadlines, and any requested attachments or supporting documents. Failure to adhere to these guidelines can result in your proposal being disqualified.

Grantmakers often want to see that their funding will have a lasting impact. Therefore, you should also outline a clear plan for the sustainability of your project or program beyond the grant period.

Corporate Partnerships

Corporate sponsors provide universities with a stable source of financial support that can enhance academic programs, scholarships, and research initiatives. Plus, the partnership can strengthen the university’s reputation and attract philanthropic contributions from other sources.

Take these steps to establish strong partnerships with businesses:

  • Research and identify alignment. Research potential corporate sponsors to identify organizations that align with your university’s mission, values, and goals. Seek out companies with a history of supporting educational initiatives or whose corporate giving priorities align with your institution’s programs.
  • Create customized proposals. Tailor your sponsorship proposals to the specific interests and needs of each potential corporate sponsor. Outline the benefits and opportunities that partnering with your university can offer, such as brand exposure, access to a talented pool of students, research collaboration, or community engagement.

Once you’ve secured a corporate sponsor, maintain a strong and transparent line of communication. Regularly update them on the progress of their sponsorship, including the impact of their support and any milestones achieved. Sharing success stories, data, and reports demonstrating the tangible results of their partnership reinforces their commitment and fosters a sense of ownership and pride in the collaboration.

Endowments

Endowments encompass invested donations that grow over time to provide increased value. Educational institutions can use this university fundraising tactic to fund:

  • Scholarships: Endowments often support scholarships and financial aid programs, ensuring that deserving students have access to higher education regardless of their financial circumstances. These funds can cover tuition, fees, books, and sometimes even living expenses.
  • Professorships: Endowments can be designated to attract and retain top-tier faculty members and provide resources for cutting-edge research and academic excellence.
  • Research programs: Lastly, endowments can fund university research programs. These funds may provide the school with research grants and fellowships, equipment, new research centers, or seed funding for pilot projects.

Creating endowments for your university is beneficial because it provides your institution with a stable source of income. This type of fundraising also attracts major donors, allowing you to build relationships with supporters who have the highest giving capacities.

Planned Giving

Encouraging donors to include your university in their estate planning can lead to long-term, reliable financial support. Identify donors who are nearing retirement or already retired, have a history of significant contributions, and are actively involved—these are prime candidates for planned giving.

Then, appeal to these prospective donors, keeping in mind that:

  • Timing and context are crucial. Choose the right moment and setting for your discussion. Invite prospective donors to a formal face-to-face meeting or virtual conversation where you can devote ample time to the topic without distractions.
  • Planned giving is a sensitive topic. Instead of directly asking donors whether or not they want to invest in planned giving, you might inquire about their long-term philanthropic goals, their connection to the university, or their aspirations for leaving a legacy. This approach allows donors to express themselves freely and can naturally lead to discussions about their estate.
  • The benefits may be unclear. If donors express an interest in planned giving, walk them through the benefits, mentioning the opportunity to leave a lasting legacy on their alma mater and receive significant tax advantages. Additionally, explain their giving options, including bequests, charitable trusts, and gift annuities.

Because planned giving often involves complex financial arrangements, you should consult with legal experts throughout this process to ensure compliance with relevant laws and regulations.

Special Events

Fundraising events can attract significant donations and enhance your networking opportunities. For the best results, host events that are creative and will inspire a large turnout like:

  • Art auction gala: Host an elegant evening featuring an art auction with pieces donated by alumni, faculty, and local artists. The event combines the appreciation of art with philanthropy, allowing attendees to bid on unique artworks while supporting the university’s initiatives.
  • Taste of the world festival: Celebrate cultural diversity by organizing a food and cultural festival. Invite local vendors and international student organizations to showcase their cuisine, music, and traditions. Attendees purchase tickets to taste various dishes, with proceeds benefiting international programs or scholarships.
  • Student talent show: Showcase the talents of students, faculty, and staff in a talent show or variety performance. Sell tickets for entry and use the proceeds to support student scholarships or arts programs.
  • Campus scavenger hunt: Organize a campus-wide scavenger hunt where participants follow clues and solve puzzles to discover hidden treasures or landmarks. Participants pay an entry fee, with funds raised going towards campus improvements or student initiatives.

Throughout the event planning process, consider how you can engage potential donors who may not be able to attend the event in person. For instance, when hosting a scavenger hunt, you might add an exclusive map to your website or mobile app that allows attendees to participate virtually.

3 Tips for Hosting a University Fundraising Campaign

As you prepare to launch your next university fundraising campaign, keep the following tips in mind to ensure it’s a success.Tips for hosting a university fundraising campaign, as discussed in the text below.

1. Develop a clear fundraising strategy.

Define your university’s fundraising goals and priorities. Establish a comprehensive plan that outlines the specific projects, initiatives, or areas that require funding.

Be sure to identify your target donors, whether they are alumni, corporations, foundations, or individual philanthropists, and tailor your strategy to appeal to their interests and values.

2. Diversify outreach.

Donors have varying communication preferences and motivations for giving. Using a mix of channels, including social media, email, direct mail, phone calls, and in-person events, caters to these preferences and increases the likelihood of engagement.

In addition to more traditional methods, you may incorporate more unique outreach opportunities like eCards. When you thank your donors or invite them to an event with an eCard, you grab their attention and communicate with them in a more interactive, exciting way.

You may also reach potential supporters through Google Ads. With the Google Ad Grant program, philanthropic arms of higher educational institutions can unlock $10,000 in Google Ad credits for free. This way, your organization can show up at the top of the search results for relevant searches and secure more support.

For the best results, segment your donor list based on factors like giving history, affinity to specific university programs, and communication preferences, and personalize your outreach accordingly.

3. Cultivate strong alumni relationships.

Alumni who feel connected to their alma mater are more likely to contribute. That’s why it’s important to engage with your alumni community on a regular basis, not just when you need their financial support.

Stay in touch through regular newsletters, social media updates, and invitations to alumni events. In addition, recognize their accomplishments and contributions to the university, seek their input on important initiatives, and provide opportunities for alumni to mentor or support current students.

A Final Note About University Fundraising

Remember that the fundraising landscape is not a fixed path but a vast terrain of opportunities waiting to be explored. With each step, you can gain experience, build lasting relationships, and contribute to the enduring legacy of higher education.

For more information on university fundraising, review these additional resources:

 

Maximizing your giving day and matching gifts revenue with the tips in this guide.

Maximizing Your Giving Day Revenue with Matching Gifts

Hundreds of institutions are gearing up for their yearly Giving Days, many of which are rapidly approaching come springtime. But what you might not know is that Giving Days and matching gifts go hand in hand⁠.

This is especially true when nonprofit or university fundraisers are able to effectively align the two ideas—and that’s why we’ve created this resource to guide organizations like yours through the process of doing so.

Specifically, this guide will cover everything you need to know about Giving Days and matching gifts, the impact of each on overall fundraising, and what your team can do to set your cause up for success.

We’ll walk you through the following key topics:

If your organization hosts an annual Giving Day (or is looking to organize one), you’d be remiss if you didn’t incorporate matching gift practices into your overall plan.

Ready to find out how? Let’s jump in.

Giving Days + The Importance of Matching Gifts

Giving Days are often some of an institution’s biggest money-makers. These campaigns enable fundraisers to collect large amounts of much-needed revenue that help sustain their missions throughout the rest of the year.

Matching gifts can work to elevate the ROI on these strategically planned efforts. At the same time, they provide a positive experience for donors and fundraisers alike.

Here’s what you need to know in order to make the most of each fundraising tool:

What are Giving Days?

A Giving Day is generally a 24-hour period in which an educational institution or nonprofit cause drastically ups its fundraising efforts in order to engage with donors and solicit a large amount of revenue in a short time. Giving Days typically rely heavily on online fundraising and may encompass a number of events as well.

Comprising a relatively small portion of the year (typically 1/365), Giving Days tend to see significant results⁠—with some organizations collecting the majority of their fundraising revenue during the limited amount of time.

What organizations host Giving Days?

Although fundraising groups of all shapes and sizes might establish an annual Giving Day tradition, these tend to be particularly popular among school fundraisers. This typically includes:

  • Colleges and universities
  • K-12 schools
  • Private religious institutions
  • Traditional public schools
  • Charter and magnet schools

Higher ed institutions and K-12 schoools alike often produce incredible results with academic-focused Giving Day fundraising efforts. In fact, many education-based causes even utilize their Giving Days as one of their most primary sources of revenue each year. And doing so is a fantastic opportunity to engage alumni and leverage school spirit to drive a sense of community toward a common goal.

Where do matching gifts come in?

Corporate matching gifts enable organizations like educational institutions and other 501(c)(3) nonprofits to maximize existing support and increase revenue. And this happens without having to ask your donors for more of their hard-earned dollars. All you have to do is encourage them to participate in their employers’ workplace giving initiatives!

Here's how Giving Days and matching gifts help raise money.

At a critical time like your annual Giving Day, support will likely be at an all-time high. That means getting those contributions doubled (and sometimes even tripled) is more important than ever.

Not to mention, fundraising studies report that the existence of matching gift opportunities is often a driving factor in donor decision-making. For example, 84% of donors stated that they’re more likely to give charitably if their employer offers to match their dollars. At the same time, 1 in 3 individuals surveyed indicated that they’d make a larger donation should a match be applied.

While each company that matches employee donations chooses which types of charitable efforts it will support, the good news is that education institutions (which are often the primary organizer of annual Giving Days) are almost always included as an eligible cause.

The bottom line is that you don’t want to miss out on the key benefits of matching gifts at any time⁠—let alone your most important fundraising day of the year.

Raising More with Double the Donation Matching: A Feature Overview

The right software can be the difference between a fruitful, goal-surpassing Giving Day campaign and one that ultimately falls short⁠—and surely, you’re looking to establish the former.

Find out what Double the Donation can offer, and see why it’s the leading solution in the education and nonprofit fundraising spaces.

Let’s walk through an overview of top features, functions, and benefits:

User-Friendly Company Search Tool

Millions of donors who work for companies with employee gift-matching programs are never made aware of the opportunities through their employers. One of the best ways to counteract this knowledge gap is by providing your supporters with Double the Donation’s intuitive matching gift company search tool.

This widget⁠—which can be embedded within your online donation form, confirmation page, dedicated matching gift web page, Giving Day campaign page, and more⁠—prompts donors to enter their employer’s name in an optional search box. As the donor begins typing, the smart tool auto-fills suggested company names, taking into account typos, spelling variations, and subsidiaries.

The donor selects the correct company from the search tool, which then pulls employer-specific matching gift program information from an extensive matching gift company database. Now, the individual has access to their donation eligibility criteria and online match request forms (if available) and is encouraged to take the next steps.

Double the Donation's search tool can be used to increase revenue for both Giving Days and matching gifts.

Double the Donation also provides nonprofit users with unique custom matching gift program functionality that empowers organizations to add and manage “one-off” match programs in their own database tool. So if your organization secures a custom matching gift partner ahead of your Giving Day (which we’ll cover in more depth below), you’ll be able to easily configure the program to populate when your donors search the company name.

One-off or custom matching gift programs can improve your Giving Day impact.

*As a note, this feature is designed specifically for fundraisers looking to manage custom matching gift initiatives—Double the Donation does not work directly with corporations. If you’re a company interested in creating a matching gift program, contact us, and we’ll share information about our corporate vendor partners.

Match-Eligible Donor Screening

Studies show that employing more than one approach to donor eligibility screening results in an average of 77% more identified match-eligible gifts. Luckily, Double the Donation Matching utilizes four main identification methods⁠—donation form search tools, confirmation pages, donor communications, and email domain screening.

The more opportunities you have to determine whether a particular donor is eligible for a corporate match, the more likely you are to ultimately receive a match from that individual.

Double the Donation's donor screening tool can be used to increase revenue for both Giving Days and matching gifts.

Automated Email Follow-Ups

Following up in the first 24 to 48 hours after a donor makes a gift can be a great way to inform or remind individuals about matching gift opportunities, share program guidelines, and keep your organization and its mission at the forefront of their minds. However, managing a ton of donor follow-up emails can be a huge undertaking on a typical day⁠—let alone on a Giving Day when you’ll likely process multiple times the normal number of donations.

That’s where automated email communication comes in! With Double the Donation’s email streams, organizations can enable customizable follow-up messages that trigger at just the right time to drive matching gifts⁠ while ensuring no donations fall through the cracks.

Double the Donation's automated follow-up tool can be used to increase revenue for both Giving Days and matching gifts.

Streamlined Data Management

Effective matching gift fundraising relies on the ability to collect, track, and analyze key data points. For this reason, Double the Donation allows organizations to view where donors are in the gift-matching process, determine percentages and totals of matching gift eligible dollars, forecast matching gift revenue for the future, and more.

This functionality provides users with real-time data that can be used to measure current success, identify areas with room for improvement, and locate the highest-value revenue opportunities going forward.Double the Donation's data management tool can be used to increase revenue for both Giving Days and matching gifts.

Top-Notch Customer Support

Any software can have a bit of a learning curve, and ensuring you have the help you need to learn the ropes effectively is of utmost importance. This is especially true when you have a huge upcoming fundraising initiative like a Giving Day.

At Double the Donation, each new client has an onboarding specialist of its own to get up and running quickly⁠—sometimes in less than 24 hours! These matching gift fundraising experts are ready to guide you through the process of getting started, provide you with tips and tools for optimal practices, and be there to answer any questions your team may have.

Interested in learning more? Get in touch with the Double the Donation team today to request a personalized demo.

Click through to learn how Double the Donation can help you level up your fundraising strategy and raise more from matching gifts

5 Key Tips for Matching Gifts on Giving Days

Looking for practical and actionable steps you can take to improve your nonprofit or school’s fundraising strategies regarding both Giving Days and matching gifts? You’ve come to the right place!

Here are some tried-and-true practices that we recommend for optimal engagement success:

1. Highlight matching gifts in all Giving Day communications.

More than likely, you’re already planning your upcoming Giving Day communication plan, which will comprise a number of different marketing channels and strategies to spread the word. Be sure to incorporate matching gift information in all of them!

Remember, donors are more likely to give⁠—and to give in larger quantities⁠—if a matching gift is available. Providing additional touchpoints about matching gifts during your Giving Day can be exactly what some of your supporters need to encourage them to make their donations.

This might include email blasts, social media posts, digital newsletters, blog posts, text messages, phone calls, fundraising appeals, and more.

2. Collect employment information during the giving process.

In order to provide donors with employer-specific matching gift guidelines, you’ll first need to have a record of the companies for which individuals work. And the best⁠—and fastest⁠—way to uncover this information is by simply asking them.

Donors already provide you with a ton of information during the donation process, such as their name, contact information, payment details, and more. What more is one additional, optional question?

When you prompt your supporters to provide the name of their employer directly within your online giving form, you can store that information with each donor record to use for effective matching gift communication strategies in the future. And if you already have access to this information for your school’s alumni, you can leverage those data points as well.

Then, you’ll be able to communicate to a donor not only whether their employer matches donations but whether their particular gift is eligible for the program and how soon they must submit a match request. And for companies whose matching gift request forms are available online, you can even provide the donor with the exact form they’ll need to complete!

3. Prioritize your highest-value prospective match donors.

When you automate your low and mid-level donor communications through Double the Donation, you allow your team to retain more time and effort to put toward your particularly high-value prospective matching gifts. That might mean making a personal phone call to explain the importance of matching gifts, walking through the process of requesting a gift match, writing a personalized thank-you letter that highlights the increased influence of matching gifts, and more.

You already know the effect that a major gift can have on your institution’s Giving Day. Now, just imagine that impact being doubled when a huge donor participates in their company’s gift-matching initiative. It’s certainly worth going a few steps further to ensure these individuals are aware of the programs in place and how they can plan a role in your success.

Thus, you’ll want to keep an eye out for major donors who work for top matching gift companies, and see what you can do to go above and beyond in driving those match requests to completion.

4. Identify corporate partners to organize custom matching gift programs.

Another often-underutilized type of matching gift initiative called a custom or “one-off” matching gift program, has the potential to bring your Giving Day matching strategy to new heights. After all, not all companies have widely available matching gift programs. However, many are willing to consider the practice, especially in a smaller-scale initiative.

In the months or weeks leading to your upcoming Giving Day campaign, consider reaching out to donors’ employers who don’t currently match gifts and propose the opportunity for a unique, limited-scale program instead. Rather than matching donations its employees make to any nonprofit or educational institution, the company would commit only to matching gifts made to your specific group.

Custom matching gift programs can improve Giving Day and matching gift results.

Since custom match programs are generally time-limited campaigns in the first place, they work particularly well when aligned with Giving Day (or week, month, etc.) efforts. And if you use Double the Donation’s matching gift platform (as highlighted above)—or are looking to get running with it before your Giving Day (as recommended below)—there’s a built-in functionality for managing custom programs now available to all standard account users!

5. Get your fundraising tools set up ASAP.

It’s not too late to get set up with the matching gift tools you need, even if your organization’s Giving Day is quickly approaching. But you certainly don’t want to wait any longer! The sooner you plan to get your Giving Day software up and running, the more time your team will have to prepare for the big event and get acquainted with the solution.

The first step is to take a good look at your organization’s tech stack. If you’re lacking a matching gift software solution⁠—such as the industry-leading platform described above—it’s time to make that investment. Even better, Double the Doantion integrates seamlessly with tons of top donation platforms, including some of the largest school and higher ed fundraising tools. This allows your institutions to get started easier than ever before!

(Tip: Many organizations have reported raising several times the initial subscription cost on their Giving Days alone, providing a positive ROI sometimes within the first 24 hours of purchasing!)

Once you have your matching gift solution in hand, ensure it’s live and functioning within your online donation pages by the time your Giving Day rolls around, and you’ll be all set for success.


Final Thoughts

Giving Days and matching gifts share a lot of the same goals: to raise substantial amounts of revenue, provide donors with new and exciting ways to support their favorite causes, and equip fundraising teams with more efficient practices, to name a few. When the two fundraising components are intertwined, education and nonprofit fundraisers tend to see better results than they could have imagined.

With so many dollars flowing to organizations like yours on these special days, it would be a huge missed opportunity not to get those gifts matched when eligible. And luckily, Double the Donation is here to help!

To learn more about Giving Days and matching gift efforts, check out some of our other resources below:

Marketing matching gifts in the donation process is easy with Double the Donation.

The Complete Guide to Celebrating Matching Gift Month

Here’s How You Can Celebrate Matching Gift Month This February

February is a time to celebrate love and happiness⁠—and matching gifts. That’s why it’s been dubbed the official Matching Gift Month. This year, we recommend taking the opportunity to scale up your matching gift promotional efforts accordingly.

We’ll cover everything you need to know to celebrate corporate giving and drive action (and matches) this February.

This includes:

Looking for new and exciting ways to amplify your nonprofit’s matching gift efforts leading up to Match Month? You’ve come to the right place. At Double the Donation, we’re experts at matching gifts, and we’ve compiled a list of suggestions sure to elevate your engagement efforts this February.

Ready to bring your matching gift fundraising to the next level? Let’s explore top recommendations for making the most of Match Month⁠—and see what your team can do to bridge the knowledge and funding gaps alike.

What is Matching Gift Month?

Matching Gift Month is an annual celebration of corporate donation matching, often used to increase awareness and usage of match programs. Held in February each year, Match Month is an opportunity to recognize the extensive impact that corporate philanthropy programs, like matching gifts and more, can have on nonprofit fundraising groups.

Celebrating matching gift month with internal refresher courses

And what is that impact? Research indicates that an estimated $2 to $3 billion is donated through matching gift programs each year. That’s a substantial source of funds provided to charitable causes like yours. Not to mention, the mere existence of a match incentivizes individual donors to give at new heights, too. The same reports state that 84% of donors are more likely to give if a match is available, while 1 in 3 would give a larger amount if a match were to be applied.

However, an additional $7 billion goes unclaimed by qualifying nonprofits and their donors each year⁠—largely due to a lack of information surrounding the programs. That’s why many mission organizations and schools are taking the opportunity to elevate their matching gift fundraising and push the initiatives forward this year. And Match Month is the perfect chance to begin.

10+ Powerful Ways to Celebrate Matching Gift Month This Year

These smart marketing and engagement ideas inhabit a fun sense of novelty this month. But they’re also impactful for long-term engagement in your organization’s overall strategy.

For the best results, we suggest integrating multiple of the following methods—both this month and beyond.

1. Give your internal team a refresher course.

Before ramping up your organization’s matching gift efforts for Match Month, it’s a good idea to take a look inward. Hopefully, your internal fundraising team should be well-versed in matching gift information. But perhaps you’ve had a few new team members join since your last group training. Or maybe your staff (and volunteers!) could just use a refresher.

The solution? Start the month off right with your own team. Take the time to reiterate the importance of corporate matching gift programs. Practice asking common matching gift questions, ensuring that all individuals have the knowledge and assets to answer them.

You can even provide your team with access to educational resources and other materials to help grow their knowledge and preparedness for the celebrations ahead.

We have some fantastic free eBooks, blog posts, templates, webinars, and more at Double the Donation.

Plus, we offer the industry’s first-ever Matching Gift Academy—an online learning hub encompassing 45 lessons and more than 7 hours of informational video content across 10+ modules.

When it comes to driving matching gift revenue, your internal team encompasses your greatest assets. Make sure they’re equipped to advocate for the opportunities as best they can!

Top tip:

Though the Academy is valued at $199 per year, current Double the Donation clients can access the learning system at no cost. Just head to the back-end of your matching gifts portal to locate your organization’s unique coupon code!

2. Share on social media.

Your organization likely has at least one, but likely a number of profiles on popular social media sites. Whether it’s a Facebook page, an Instagram profile, or even a TikTok account, your strategic web presence can go a long way toward marketing matching gifts online.

And what better time is there to begin (or to elevate your strategy) than a month dedicated to all things matching gifts?

To get started, consider sharing the following types of content on your nonprofit’s social profiles:

Images and videos

Social media platforms are increasingly visual-focused. If you want to grab⁠—and maintain⁠—your audience’s attention as they scroll through their feeds, research indicates that incorporating eye-catching images and videos is the way to go. In fact, studies show that image-based social posts receive 2.3 times more engagement than those without, and posts with video content can see up to 10 times higher engagement levels.

That said, Match Month is an optimal time to produce and share matching gift marketing videos and imagery. Or get started with our pre-made social media graphics here!
(Hint: click each image to enlarge the attachment and download a copy.)

Double the Donation users:

For more templates and sample matching gift posts, head to “Marketing Assets” within the “Resources” tab in your matching gift portal. Then, explore our customizable social media designs for Instagram, Facebook, LinkedIn, and more⁠—including graphics specifically for celebrating Match Month.

Sample Matching Gift Month posts

Not a client yet? Get a demo to see if Double the Donation is right for your team and gain access to a range of tools and resources!

Industry research

Highlight key statistics that effectively demonstrate the potential that corporate matching brings. Double the Donation has compiled some of our favorite metrics, including an overview of unclaimed funding and a wide range of participating companies.

Check out these examples:

26 million+

individuals work for companies with matching gift programs.

11%

of corporate cash donations are made through matching gift programs.

$2.86 billion

was contributed through corporate matching gift programs last year.

$4-$7 billion

in matching gift funds are left unclaimed by eligible donors each year.

Success stories

Social media is driven by connectivity, networking, and social proof. That’s why case studies, testimonials, and other success stories can be some of the most influential content you can share!

Take a look at a few examples here:

  • Sharing the total sum of matching gift revenue (e.g., “Our organization collected more than $50,000 in matching gift funds in the past year from donors like you”).
  • Highlighting specific examples from prior match donors (ex: “Sarah from Home Depot secured a corporate match on our behalf equaling $5,000, bringing her total contribution value to more than $10,000”).
  • Spotlighting user-generated content from prior match donors (“According to Jennifer, long-time matching gift donor, ‘I love having the chance to stretch the value of my donation, and getting my employer to support my favorite cause is great!’”)
  • Showcasing historic community impact (“Thanks to generous matching gift donors last year, we were able to feed an additional 1,000 families in need through corporate match funding we received.”)

Your supporters care about the impact your organization (and, by extension, their donations) brings. When your followers see the influence that other matching gifts have had, they’ll be more likely to take steps to do so themselves.

Reiterate that donation-matching programs enable donors to double their impact without reaching back into their own wallets. If you can put it in terms of tangible impact (e.g., feed two shelter cats for the cost of one), even better!

3. Optimize your site for matching gifts.

Social media marketing is great⁠—but there’s only so much you can share in each post. So, how can you ensure your audience can easily access the information they need to take action? Be sure every matching gift-related item you share links back to additional resources for learning more.

The best place to house those resources is your organization’s website. If you already have a built-out matching gift web page (which you should), consider driving traffic to the page for supporters to learn more about the opportunity. And if you don’t have an existing matching gifts page, Match Month is the perfect time to build that online hub.

Here’s an example of a well-designed matching gifts page to consider:

Matching Gift Month - Match Page Example

This inspiring sample follows all of our recommended practices. Take a look at the embedded matching gift search tool (which empowers donors to locate the information they need in seconds), a helpful infographic to visualize the involvement process, a detailed FAQ section, and information about the institution required for donors’ requests. Not to mention, it’s prominently located on the school’s navigation menu!

From there, we also suggest integrating matching gifts directly into your online donation process. Ideally, this should include an employment data widget to your giving form and company-specific program details on the confirmation screen.

Consider adding a separate page about one-off matching gift programs, too. (We’ll talk more about those below!)

4. Send a Matching Gift Month newsletter.

Does your organization send regular newsletters as a way to keep donors and other supporters in the know about upcoming events and opportunities? A matching gift-focused newsletter—whether physical or digital—can serve as a powerful tool for raising awareness of matching gift opportunities.

And it’s a great way to elevate engagement with the annually celebrated Match Month.

Matching gift month newsletter

At the very least, consider adding a section about Matching Gift Month involvement in your standard newsletter. But an entire edition dedicated to matching gifts can go a long way toward inspiring participation in the programs!

5. Look for fundraising match opportunities.

Some companies extend their programs to encompass gifts collected by an employee through a peer-to-peer fundraising effort on behalf of a nonprofit organization—even if the funds didn’t come directly from the employee’s own wallet.

Programs like these are known as fundraising match programs. And since these initiatives can also be considered a form of donation-matching, they can fit perfectly into a well-rounded Matching Gift Month plan!

Here’s how it works:

  1. Your organization facilitates a peer-to-peer fundraising campaign in conjunction with Matching Gift Month (February).
  2. Your team screens your donors’ employment information to locate supporters who work for companies with fundraising match programs.
  3. Your team reaches out to fundraising match-eligible contacts and encourages them to fundraise on your nonprofit’s behalf. (Be sure to mention your Matching Gift Month celebrations and the opportunity for their total funds to be doubled by their employer!)
  4. Volunteer fundraisers solicit donations from their family and friends and participate in any associated event or campaign activity.
  5. At the conclusion of the campaign, fundraisers submit requests for their companies to match the sum of their funds raised.
  6. Fundraisers’ employers review the requests and verify that submissions adhere to program criteria.
  7. Fundraisers’ employers approve the requests and disperse funding to the organizations for which their employees fundraised.

For example, let’s imagine that John Doe of State Street Corporation raises $1,572 for your organization. This is collected from 15 peers and associates through a social fundraising effort your team hosts this Match Month. When John requests a match from his employer, State Street supplies an additional $1,572 for your cause. This brings the total value of John’s fundraising efforts to $3,144!

Fundraising match example for Matching Gift Month

That’s a lot of extra funding for your mission—all while engaging your donors at new heights and growing corporate support.

Top tip:

Use your matching gift database tool to uncover fundraising match opportunities in your donor network. Platforms like Double the Donation supply information about many types of corporate giving programs—including volunteer grants and fundraising matches when available.

6. Encourage non-eligible donors to advocate for new programs.

Unfortunately, not all companies match employee donations (though new programs are added every day). And some employers are likely interested in getting started⁠—they might just need a little push to do so.

Luckily, your existing (and non-match-eligible) donors can be some of your best champions for inspiring new matching programs. Sometimes, all it takes is an email from a philanthropic employee to get the ball rolling for a new corporate program. And Matching Gift Month can be the perfect time to begin laying a foundation.

Consider sharing a template like this to provide a baseline for supporters considering advocating on your behalf this month:

Matching gift advocacy template

Subject line: Request for a corporate matching gift program

Hi [manager or HR representative name],

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

Thousands of companies across the globe have established employee matching gift programs, agreeing to match gifts made by their employees to qualifying nonprofit causes with their own corporate donations.

This is an extremely beneficial program to host for every party involved⁠—including the company, its employees, and the nonprofits they support. If you’d like to take steps to establish a matching gift program for the company, Double the Donation has provided a number of detailed guides that walk corporate leaders through the process.

Thank you for your consideration!

P.S. ⁠— February is National Matching Gift Month, so it’s a great time to get started!

We’ve even written a dedicated blog post on the topic. Feel free to send this article⁠—How to Advocate for a Matching Gift Program to Your Employer⁠—to your donors to guide them through the process of proposing programs for their companies.

Top tip:

Use Double the Donation’s “Leading Companies” tool, which showcases the employers most often searched by donors using your company database tool, to identify businesses in your network without existing match programs! Then, craft a personalized plan for pitching a matching gift program or encouraging your donors to do so themselves.

7. Pursue one-off matching gift program opportunities.

Most companies that match employee donations agree to do so to most nonprofit causes. However, if an organization has an existing partnership with a corporation, it may seek a one-off (or unique) matching gift program that is exclusive to the cause.

In some cases, this type of offering can be an ongoing sponsorship opportunity. But it also may be limited to a particular period of time⁠—such as Matching Gift Month! Thus, February (and/or the weeks leading up to February) can be a great chance to begin pursuing such a relationship.

One-off matching gift program for Match Month

There are a few types of one-off matching gift programs to consider. These include…

  • One-off match initiatives with companies that do not yet offer complete matching programs. (For example, Carl’s Computer Company does not have an established matching gift program but agrees to match donations solely made to Atlanta University.)
  • Agreements with companies that do offer traditional matching gift program⁠s but want to match donations to your organization at a higher rate. (Ex: Carl’s Computer Company matches employee donations to all 501(c)(3) nonprofits at a dollar-for-dollar rate and matches gifts made to Atlanta University at a 2:1 ratio for the duration of Matching Gift Month.)

Keep in mind that both types of programs can be beneficial to your cause, your donors, and your corporate partners. In either case, your donors’ employing companies can be some of your most valuable prospects!

Top tip:

Once you’ve established a one-off match with a corporate partner, add the program details (including eligibility criteria and submission instructions) to your company search tool using Double the Donation’s custom matching gift management feature. This way, the program will populate in your employer search tool, making it quick and easy for donors to access the information they need to participate.

8. Follow up on previously made donations.

Your organization’s work promoting Matching Gift Month might very well drive a number of new donations⁠—and matches⁠—to your cause. But another strategy you can employ involves following up on previously made gifts. Then, encouraging still-eligible donors to submit their requests retroactively.

Here’s a sample follow-up email you might send:

Donation follow-up example for Matching Gift Month

Not to mention, Match Month falls just a few weeks after the year-end giving season when most organizations see elevated giving. Many of those donations may still qualify for corporate matching, even into the first few months of the new year.

In fact, tons of companies set generous matching gift request deadlines⁠—often accepting submissions for up to a year after the initial donation is made. Take this opportunity to remind eligible donors about their employers’ matching gift programs and how they can get involved.

Top tip:

Use a matching gift automation tool (like Double the Donation Matching) to automate outreach and trigger personalized donation follow-ups!

9. Include matching gifts in staff email signatures.

This is perhaps our simplest suggestion for celebrating Match Month, but it can be particularly effective when paired with some of our other top ideas. We recommend adding a quick line mentioning matching gift opportunities to all of your team members’ email signatures.

Matching gift month email signature sample

More than likely, your organization sends a ton of emails⁠—from donation appeals to thank-you messages and even nonprofit programming outreach. By incorporating matching gifts in automatic signatures, you can use every piece of communication with your cause as a way to promote donation-matching.

While you could add a simple blurb beneath an individual’s name and contact information, making it stand out can produce great results. For that reason, consider getting a graphic made and added to each person’s signature.

You can even use the space to link to additional resources where recipients can learn more.

10. Consider matching challenge grants.

Corporate matching gifts aren’t the only type of match opportunity your organization should keep an eye out for⁠—they’re just the most widely available. But other match-based initiatives⁠, like challenge grants⁠, also have the potential to multiply the impact of a group’s fundraising success.

Rather than a company matching the donations its employees make to charitable causes, challenge grants are facilitated as a way to offer a donation match to all of a nonprofit’s supporters. Typically offered by a generous major donor, corporation, or foundation, these programs are generally organized according to a set time frame (e.g., a 24-hour period) or predetermined threshold (such as up to $10,000). Then, any individual who gives within the time frame prior to the match fund being depleted will have their gift doubled for your cause by the challenge grant supplier.

It’s important to remember, too, that challenge grants and matching gifts are usually not mutually exclusive. That means you can layer a few matching gift opportunities on top of one another (for example, a donor’s gift being matched through a challenge grant and by their employing company) to further amplify your efforts.

Challenge grant example for Matching Gift Month

And that’s what we recommend doing to celebrate Matching Gift Month!

Bonus: Make matching easy.

Our final idea for celebrating Matching Gift Month is one that will benefit your organization well beyond the 28 (or 29) days of February. A lot of our previous recommendations involve raising awareness of program opportunities in the first place. Now, we suggest going a few steps further and driving matches by simplifying the processes involved.

After all, donors love matching gifts. They love getting the opportunity to multiply their contribution impact. But even your most dedicated supporters might not follow through when the process is too complicated or time-consuming.

That’s why we recommend fundraising organizations employ matching gift software to streamline and simplify the process. For example, Double the Donation empowers nonprofits to:

  • Identify eligibility with the industry’s most comprehensive matching gift database and corresponding search tool, making it quick and easy for donors to locate the information they need to participate.
  • Provide employer-specific matching gift program guidelines (minimum and maximum donation amounts, qualifying employees and nonprofit causes, match ratios, and more) and direct links to online submission forms, thus driving more requests to completion with actionable next steps.
  • Enable innovative auto-submission capabilities, allowing eligible donors to complete the match request process directly from the organization’s giving page and removing critical roadblocks facing traditional matching gift submissions.
  • Trigger automated and personalized matching gift follow-up messaging to remind donors about matching gift availability and encourage them to take the next steps in their companies’ request processes.
  • Seamlessly implement a matching gift solution into their existing fundraising ecosystem thanks to ready-built integrations with nearly all leading donation tools, peer-to-peer platforms, CRMs, and more⁠—empowering organizations to get up and running with gift-matching strategies in minutes!

This image lists how Double the Donation can add value to nonprofits. It also depicts a line graph that is meant to represent increasing donations.

Not only does this benefit your donors by making matching programs more accessible, but it also ensures more back-end efficiency for your internal team and results in matching gift revenue growth of more than 61%.


Inspiring Matching Gift Month Examples to Review

Drawing inspiration from other nonprofits’ Matching Gift Month efforts can be highly beneficial for organizations strategizing their own campaigns. Not only can successful examples provide invaluable ideas and insights, but they can also spark creativity among your team and establish a deeper understanding of what resonates with nonprofit audiences.

That said, take a look at these Match Month campaigns to aspire to.

Example #1: Matching Gift Month Social Media Post

This independent Massachusetts private school took to Facebook and other social media platforms to promote the corporate matching gift opportunity last Match Month.

Sample Matching Gift Month marketing by the Rashi School

This institution uses the post as a way to promote matching gifts and encourage unprecedented individual giving. Not to mention, it links to the school’s matching gifts page and company search tool. These resources can supply additional information and assist supporters in getting started!

Example #2: Matching Gifts Web Page

One university opts to use its matching gift web page as a way to increase awareness about Match Month celebrations.

Sample Matching Gift Month marketing by CWRU

The blurb, which is embedded in the web page, encourages users to research their companies’ matching gift programs and double their giving impact if they qualify. It also includes an informational matching gift video that uses animated graphics to visualize the institution’s matching gift efforts.

Example #3: Match Month Landing Page

This organization published a dedicated landing page on its website as a way to drive awareness of Matching Gift Month among its supporters.

Matching Gift Month example campaign

The page begins with a flashy and eye-catching graphic, shares specific performance metrics that reiterate matching gift impact, and implements an embedded company search tool. It even includes a template supporters can use to advocate for matching gift efforts when their employers lack such programming.

Example #4: Matching Gift Month Blog Post

In order to encourage Match Month participation among its supporters, this nonprofit published an informational blog post on its website.

Matching Gift Month example campaign

The article outlines the basics of Matching Gift Month, emphasizes the importance of matching gifts for the organization’s mission, and shares additional resources donors can use to pursue matching gift opportunities (such as a direct link to the dedicated Match Page and integrated search tool). Plus, it uses illustrated statistics to communicate the availability of employee gift-matching in a user-friendly way!

Looking for more matching gift success stories?


Wrapping Up

Matching gifts have the potential to elevate your organization’s fundraising, bringing your overall community impact to new heights. February’s celebrations can be a fantastic opportunity to jumpstart or scale up your efforts⁠. But it’s certainly not the only time to pursue this funding source.

As you aim to drive awareness of (and participation in⁠) the programs this month, remember that the value of a long-term matching gift strategy can boost your fundraising for years to come. Keep in mind that the practices outlined above—and powering your team with the right tools and resources—can help!

Get started with Double the Donation this month

Looking for more helpful matching gift resources? Check out our other recommended blog posts to continue learning:

Complete Guide to Matching Gifts

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Raleigh Matching Gifts

Double Donations with These Raleigh, North Carolina Companies

Double the Donation receives requests from nonprofits across the country asking about corporate matching gifts in their area. We decided to create a list of some of those companies in the Raleigh, NC that offer these programs. Nonprofits can double their donations from donors who work for companies offering matching gifts.

List of Companies in Raleigh with Matching Gifts

State capitals are always certain have a large Fortune 500 presence, and many of these companies offer employee giving programs. It’s essential that nonprofits take advantage of these programs, while taking the time to educate their development staff on the benefits of matching gifts.

Check out these companies with a presence in Raleigh and be sure to inform your donors about the benefits of corporate matching gifts.

Caterpillarcat

Caterpillar Inc. will match donations up to $2,000 for every employee. Not all institutions are eligible, however.

Read more about the Caterpillar Inc. matching gift program.

John Deeredeere

John Deere & Company will match employee gifts between $50 and $1,000. At one point the company only matched donations to institutions of higher education but since 2014 rolled out an enhanced matching gift program where John Deere will now match donations to a wide range of 501(c)(3) nonprofits including but not limited to:

  • Higher education
  • K-12 schools
  • Arts and cultural organizations
  • Environmental groups
  • Civic and community groups
  • Health and human service organizations

Read more about the John Deere matching gift program.

Kellogg’skelloggs-logo

Kellogg’s is a nationally recognized brand with employees across the country. The Kellogg company previously match donations on a .5:1 ratio up to $10,000 a year until the middle of 2013. At that time Kellogg’s ended its matching gift program and rolled out its Kellogg’s Cares program.

Through Kellogg’s Cares, the company provides volunteer grants to organizations where employees and retirees volunteer on a regular basis.

Kellogg provides a $100 donation to organizations where an employee or retiree volunteers a minimum of 10 hours during a 12-month period. Each individual is eligible to request up to $500 per year.

Read more about the Kellogg’s Company volunteer grant program.

LexisNexisimages

LexisNexis will match up to $250 a year to most charitable organizations. Part-time employees are eligible.

Read more about the LexisNexis employee giving program.

Find out if your donors work for these matching gift companies in Raleigh.

The title of the article next to an illustration of three employees volunteering

4 Easy Ways to Start Embracing CSR at Your Company

Corporate social responsibility (CSR) is an opportunity for companies to give back to the communities they operate in and boost their reputations at the same time. From creating matching gift programs to improving your company’s Diversity, Equity, and Inclusion (DEI) practices, there are several ways to get involved.

Review the following strategies and consider how you can incorporate them into your company’s operations. With the right mindset and intuitive social good software, you can navigate the ever-evolving CSR landscape with ease.

1. Familiarize Yourself With the Benefits of CSR

Before you create a CSR program, familiarize yourself with the rationale behind the movement and everything it can do for your business. First, embrace the fact that businesses are adopting CSR programs because of a clear demand — employees, customers, and shareholders alike want companies to be more socially responsible.

These statistics explain the rise in CSR-related initiatives and the profound impact they can have on your company:

  • 93% of employees believe businesses should lead with purpose. By embracing CSR at your company and letting team members participate, you can show employees that your company is driven by a worthwhile purpose that they enjoy being a part of.
  • 55% of employees say they would take a lower salary to work for a socially responsible company. This means that public, impactful CSR efforts that resonate with employees can improve your company’s employee recruitment, engagement, and retention efforts.
  • 77% of customers want to purchase from socially responsible companies. When you prove to the public that your company is actively engaged in CSR efforts, you can retain more customers and boost sales revenue.

As these trends show, effective CSR programs can help your company improve everything from employee motivation to your business’s reputation. Plus, if you use a CSR platform to track and measure your programs’ results, you’ll be able to easily report on and publicize your company’s impact to access these benefits faster.

If any of your company’s key stakeholders are hesitant to adopt a CSR program due to the necessary investment of time and resources, share these statistics and others like them to demonstrate CSR’s proven value.

2. Reflect on Your Company’s Values

CSR programs are more likely to be successful when they represent a company’s core values and public priorities. Value alignment helps employees feel more motivated to participate in CSR activities and ensures that your company will retain a vested interest in the program long-term.

Take time to revisit your business’s core values and think about ways you could naturally align corporate social responsibility programs with them. For example, if one of your core values is giving back to the community, you should prioritize corporate philanthropy programs and community service opportunities for employees. On the other hand, a sustainable food service company would be more suited to create internal energy conservation initiatives or a program that donates leftover food products to community shelters.

Brainstorm ideas for a variety of programs that would align with your company’s interests, then research other companies in your sector to see what type of CSR programs they have. Choose one idea to explore first, then save the rest of the list for future program development.

3. Start With a Matching Gifts Program

As you evaluate your options for potential CSR programs, consider developing a matching gifts program first. Employee giving programs are especially effective for increasing employee engagement, and matching gifts are the easiest employee giving program for businesses to facilitate.

These programs involve your company financially matching donations that your employees make to eligible nonprofit organizations, often at a 1:1 ratio. This means that if your employee donated $100, your company would donate an additional $100 to the same organization. Matching gift programs allow your company to support a multitude of causes while helping individual employees make more of a difference.

To launch a matching gift program for your company, follow these basic steps:

  1. Set eligibility guidelines for the gifts you’ll match. Determine what types of organizations will be eligible, such as 501(c)(3) nonprofits and educational institutions. Then, set a match ratio, minimum gift amount, and maximum gift amount. For instance, you might match gifts from $20 up to $2,000 at a 1:1 ratio.
  2. Choose a CSR platform. Corporate social responsibility platforms allow you to easily manage matching gift requests and the disbursement of donations. Additionally, they help you track and report on your company’s total philanthropic impact.
  3. Establish a matching gift request process. Choose a deadline for when employees should submit requests, such as within six months of the donation or by the end of the fiscal year. Then determine what information employees must provide about the gift and where they should submit the request, such as via your company portal.
  4. Let employees know about the option. Create official documentation that outlines the matching gift request process and eligibility guidelines for employees, then distribute it to team members when you announce the new program.

To encourage employees to participate in your new matching gift program, emphasize the benefits of matching gifts for both employees and the organizations they support. Focus on how they can make more of an impact on the causes they care about without spending more of their own funds.

4. Offer Incentives for Volunteering

It’s likely that some of your employees already volunteer regularly, while others would appreciate an incentive to do so. By launching a corporate volunteering program, your company can embrace CSR and boost employee job satisfaction.

Consider offering one or more of the following volunteer incentives:

  • Volunteer grants: Similar to matching gifts, a volunteer grant program is employee-driven. Your employees volunteer for a certain number of hours at a nonprofit of their choice and fill out a grant request form. Then, your company donates a set amount (such as $100 per 10 hours) to the same organization.
  • Volunteer Time Off (VTO): In addition to vacation days, some companies offer a few days of VTO so employees can easily fit volunteering into their schedule and get paid for their time.
  • Company-wide volunteer days: Group volunteer outings allow your company to help an organization, engage employees, and foster team-building all at once. Choose a nonprofit to work with, then bring employees out for a fun day of community service.

No matter which programs you choose, a robust CSR platform can help you manage volunteer activities and monitor the impact of both your company and individual employees. With this information, you can recognize employees who volunteered the most and encourage team members to engage with your CSR programs.

As you explore what CSR looks like for your company, take note of any charitable organizations you interact with that seem especially aligned with your values. Cultivate relationships with these nonprofits through corporate volunteering outings and conversations with their staff, and they could become long-term partners you can sponsor in the future. The more you learn about your employees’ charitable interests and organizations that align with your core values, the more easily you’ll be able to develop and maintain impactful CSR programs.

The Ultimate Guide to Employer Appends for Fundraisers

The Ultimate Guide to Employer Appends for Fundraisers

You likely gather many details about your donors⁠—those who support your cause with their funds, time, or resources. Perhaps you collect names, contact information, engagement history, interests, and hobbies. The more comprehensive an understanding you have of each supporter, the better you can tailor your fundraising strategy to effectively reach your target audience.

However, one critical piece of the puzzle that’s often overlooked is employment data. Knowing where your donors work can play a significant role in how you relate to them in terms of fundraising, corporate giving opportunities, and more. And if you don’t already have this data point on file? That’s where employer appends come in.

In this guide, we’ll provide a walkthrough of all things employer appends⁠—including:

Understanding your donors’ employment status can elevate your fundraising efforts in huge ways. You won’t want to discard the wealth of information gathered through employer appends, nor the amplified impact it brings.

Let’s get started!

Leverage well-built donor profiles with Double the Donation.

The Basics of Data Appends

The Basics of Data Appends

Data appends are a particular type of data enhancement strategy that allows nonprofits and other fundraising groups to learn more about the individuals in their networks. These efforts aim to provide organizations with more comprehensive and up-to-date information, often concerning their donors and other supporters. This empowers fundraisers to adjust their messaging and overall engagement strategies by better discerning who a donor is and what makes them tick.

Organizations typically provide the information they do have to a company dedicated to data enhancement services. The company then compares donor information against a mega-database of individual data, filling in the details the organization lacks as they go.

Types of data appends
Employer appends, in particular, empower organizations to collect new and optimized data regarding the companies their supporters work for. Beyond employer information, other common types of data appends include mailing addresses, email addresses, birth dates, and phone numbers.

As you’ll notice, these types of appends primarily fill in missing or outdated contact information. That makes connecting with supporters easy for email outreach, phonathon fundraisers, direct mail solicitations, and other campaigns.

What Are Employer Appends?

What Are Employer Appends?

Employer appends are one of the most common types of data appends for nonprofits, schools, and other fundraising organizations. In this case, the unknown information an organization seeks is that of a donor’s employer.

By providing other data points⁠—such as the person’s name, location, phone number, education experience, etc.—the intended result is to locate the company that the individual works for (and sometimes even their job title!). In the end, the organization receives invaluable insights that can help uncover matching gift and other workplace giving opportunities, estimate wealth data, and more.

How Employer Appends Work for Fundraisers

The employer appends process is simple. After locating a data appending service (we’ll cover what to look for below), you’ll want to collect as much data about your donors as possible. This should include:

  • Name
  • Unique ID number
  • Mailing address (home, business, or both)
  • Region (state, city, and country)
  • Email address(es)
  • Phone number(s)
  • College or university (along with class year and major/degree, if available)
  • Last gift amount
  • Date of last donation
  • Date the entry was last updated

You will likely not have every data point available for each donor. And that’s okay! However, starting with as much information as possible increases the likelihood that the appending service provider can locate and match supporter records to the right employer information.

The employer appends process

From there, the appending service will conduct its own research, typically scanning a number of public and privately held databases, which may include government records, SEC filings, social media profiles, business registrations, and more.

When the service provider is able to match a donor record with an employing company, they make a note of the identified information, check the newly collected data for accuracy, and share their findings with the organization. Ultimately, the organization is able to utilize the information to its best advantage in terms of optimal fundraising and donor relations.

Enhance nonprofit fundraising with an employer append from Double the Donation.

Benefits of Employer Appends

Benefits of Employer Appends for Nonprofits and Universities

Employer appends can bring big results to nonprofit fundraising. Knowing where your donors and other key supporters work plays a significant role in overall engagement strategies, not to mention enabling targeted efforts regarding available workplace giving opportunities.

Benefits of employer appends
Specifically, employer appending can help your team:

Determine matching gift eligibility ⁠—

Thousands of companies offer matching gift programs where they agree to match employee donations to charitable organizations.

However, you likely won’t know which donors are eligible for (and, as a result, which to follow up with about) matching opportunities if you don’t know where they work. In fact, this knowledge gap even results in over $4 to $7 billion in matching gift funding going unclaimed each year!

Once you have the information you need, however, you’ll be able to prompt qualifying donors to complete the match process and secure additional funding on your organization’s behalf⁠. This is true not only in the form of corporate match revenue but in elevated individual giving (and donor engagement), as well.

Keep in mind that matching gift services⁠—like Double the Donation—can help nonprofits target and follow up with matching gift opportunities as well. However, employer appends are often able to provide additional data points with which to guide an organization’s strategy, allowing fundraisers to capture supporter information even if the individual is not currently in the donation pipeline.

Here’s an example: “Jody, did you know that your employer, the Home Depot, matches full- and part-time employee donations up to $3,000 per person each year? Click here to request your matching gift!”

Uncover volunteer grant opportunities ⁠—

Similarly, if your organization has a supporter base of dedicated volunteers, corporate volunteer grants can help stretch their donated time even further. These are additional giving programs offered by philanthropic-minded businesses, the difference being that employers contribute monetary funds to the organizations with which their employees volunteer their time. Volunteer grants, which are also referred to as “dollars for doers,” can be an excellent way to multiply the impact of volunteer time for your organization, and supporters love being able to get involved in that way as well.

But again, you’ll need to know which companies your volunteers work for, which is where your employer appends come in. That way, you can be sure to inform them about the opportunities, encourage participation, and direct them to their employers’ request processes to get involved.

Here’s an example: “Thanks for all of your help at the shelter this weekend and over the past several months, Sam! As a Verizon employee, your volunteer hours likely qualify you to request a corporate volunteer grant on our behalf. Click here to learn more about how to request your grant!”

Identify potential corporate sponsorships ⁠—

Corporate sponsors can bring your nonprofit’s next fundraising event to the next level, and knowing which companies your supporters work for can aid in determining top prospective sponsors and help get your foot in the door! Once you know where your donors work, leverage the information as an in with a potential sponsor or encourage donors to advocate for a partnership on your behalf.

Here’s an example: “Ashley, it’s great to connect with the Microsoft team. More than 100 of our nonprofit’s donors work for Microsoft, and we’ve received thousands of dollars in matching gifts from your company in the past. As it’s clear that we already have a lot in common, would you be interested in sponsoring our upcoming event?”

Estimate wealth data ⁠—

Your donors’ wealth levels can play a significant role in their ability to give charitably, and understanding their limits can help organizations determine ideal fundraising asks. Knowing which companies your donors work for, their roles in the businesses, and more can help shed light on their estimated incomes and, by extension, giving abilities.

Here’s an example: “Sarah, we thank you for your continued support of our nonprofit cause. Will you consider making a $10,000 donation to help us reach our year-end giving goal?”

Tailor donor communications ⁠—

You want your donor outreach to be as personal and targeted as possible. Including direct references to donor-specific information helps develop relationships and shows that you’re not sending the same copied-and-pasted message to each person in your contacts. And, as you likely know, targeted messaging can be one of the best ways to develop strengthened, beyond-surface-level donor relationships, build connections with the cause, and ultimately drive more nonprofit involvement among supporters.

Highlighting an individual’s employing company can be a great way to do so, especially regarding getting involved with workplace giving programs. And if you don’t already have your donors’ employment information, that’s where employer appends can help.

Here’s an example: “Jeffrey, the Walt Disney Corporation offers a range of corporate giving opportunities that can benefit our organization in big ways. As a member of the Disney team, you have the chance to participate in matching gifts, volunteer grants, and more.”

Learn more about your supporters ⁠—

The more you know about your supporters⁠—donors, volunteers, and prospects alike⁠—the better you can connect with the individuals who make your mission possible. Since most people’s careers are a key component of their lives and what makes them who they are, understanding where they work and what they do can be a key piece of the “getting to know your donors” puzzle. Plus, it can even help shine a light on their own interests and hobbies.

Here’s an example: “As a Petco employee, you likely care about the wellbeing of the little, furry friends in our community. That’s exactly what our organization, the Atlanta Animal Shelter, is dedicated to, as well. Learn more about how you can get involved with the cause here!”

A sample donor dashboard with profiles completed using a data append

Overall, employer records are an extremely beneficial tool for designing targeted and effective outreach⁠. However, you likely don’t have that information on file for all of your supporters. By leveraging employer appends, you can collect the information you need to guide your organization’s engagement efforts toward success.

Leverage well-built donor profiles with Double the Donation.

Employer Appends Services

Employer Appends Services | What to Look For

It’s possible to conduct donor research on your own; however, your organization is significantly more likely to uncover accurate and up-to-date information about more donors more quickly when you outsource the efforts to a third-party provider. And employer appends services are dedicated to doing just that in the most effective and efficient ways possible.

So how can you select the right employer (or other donor data) appends provider for your needs? Be sure to do your research beforehand.

For example, here’s how it works with Double the Donation:

  • Organizations typically see successful appends rates between 20% and 50% of the records they provide to the appending service (which is significantly higher than the industry average).
  • Employer appends are typically completed and provided within a few days of the organization submitting their inputs.
  • Appends records are assigned an accuracy rating. This takes into account the uniqueness of a donor’s name and the level of detailed inputs initially provided, as well as the comprehensiveness and recency of the data source used.
  • As an added bonus, previously unknown corporate executives are often identified and flagged as potential major donors.
  • Multiple appending options are available, including real-time employer appends for Double the Donation users, as well as one-time bulk appends services for any organization.
  • Employer appends can be uploaded into Double the Donation to trigger matching gift emails and other automated donor outreach.

Employer appends - inputs and outputs

Questions About Employer Appends

Other Frequently Asked Questions

Our propriety screening method combines data from both publicly and privately available sources. These sources include public government records, SEC filings, social media profiles, business registrations, and a variety of other sources.

We typically see append rates which range from 20%-50%. This is based on a variety of factors such as:

  • Donor demographics (higher append rates among organizations which have a greater percentage of donors still in the workforce)
  • Average donation amount (higher append rates for wealthier donors)
  • Type of nonprofit (higher append rates for higher education)

Our accuracy score is based on a number of factors including:

Uniqueness of donor names:
With only a name it can be tough to determine whether we’ve identified the correct individual. The number of individuals with the same name plays a role in our accuracy score. A search for a common name such as “Steve Smith” will have a much lower accuracy score than a more unique / one of a kind name.

Level of detail provided on a record:
The more information that you provide on each record, the greater the accuracy score. Even though there may be 1,000 individuals named “Steve Smith” if we’re able to match additional fields such as a phone number or mailing address it increases the accuracy score for that record.

Our data source / date the data source was updated:
We recognize that not all of our data sources are created equal. The data source, as well as the update frequency, plays a role in each individual record’s accuracy score.

Our ability to append employer data is dependent upon the input file an organization provides to us. Organizations which keep their databases up-to-date see the best results.

For instance:

  • Do you have an up-to-date email address?
  • Do you have an up-to-date mailing address?
  • For higher education institutions, can you provide us with the years your donor / alumni graduated?

It depends. Very rarely does an organization have comprehensive data on all of its donors, especially when you consider an organization which raises funds from multiple channels (mail, online, phone, in-person, etc.)

We do request that you provide us with as much data as you can as it helps us locate and match your records to the appropriate individual.

Our matching gift database is comprised of the following two tables:

  1. A table mapping subsidiaries to parent companies
  2. A table mapping all company details to a single parent company

These tables are then joined using a unique ID that ties all the data together.

Yes — though this feature is currently exclusive to Double the Donation Enterprise.

Here’s how it works:

  1. An organization navigates to the “import wizard” to upload its employer appends CSV file.
  2. The organization previews record uploads to ensure the data has been mapped properly.
  3. The organization leverages employer append workflows to match Unknown Eligibility donors with the correct employers.

You can learn more about leveraging bulk employer appends files alongside Double the Donation with our Knowledge Base article on the topic here.

Concluding Thoughts

The more you know about your donors, the more effectively you can target and attract them to your cause. Not to mention, having employment data on file empowers organizations to seek workplace giving opportunities as well.

You may have a solid base of information pertaining to donors’ employing companies already. However, employer appends can go a long way toward filling in the blanks and connecting the dots⁠. This is especially true in terms of matching gift programs, volunteer grants, and more.

Interested in further developing your organization’s donor data strategy? Dive into these other forms of data appends services⁠—and how they can benefit your team⁠—below:

Enhance nonprofit fundraising with an employer append from Double the Donation.