EIN Numbers for Matching Gift Programs: A Basic Guide

EIN Numbers for Matching Gift Programs: A Basic Guide

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As a nonprofit fundraiser, you should hopefully know all about the enormous impact that corporate matching gifts bring to strategic fundraising efforts.

(If you’d like a matching gifts refresher before diving into what you should know about EIN numbers for matching gifts, we recommend checking out our comprehensive guide on matching gift fundamentals.)

Here’s a brief recap: matching gifts enable organizations to double existing donations when qualifying donors request corporate matches from their employers on your behalf. Yet unfortunately, millions of dollars of available matching gift revenue are left on the table each year. Two significant roadblocks to matching gift success are a lack of awareness of these programs and a lack of understanding of how eligible donors request their company matches.

And there’s one little piece of information that plays a huge role in just about any donor’s matching gift employer submission: the nonprofit’s EIN or employer identification number.

In this resource, we’ll dive deep into the world of EINs by covering the following key topics:

  1. EIN Numbers: The Definition
  2. Where Should a Nonprofit’s EIN Number Be?
  3. The Importance of EIN Numbers for Matching Gift Programs
  4. The Role of EIN Numbers With CSR Platforms
  5. How to Simplify EIN Numbers for Donors

Ready to learn more about nonprofit EIN numbers⁠—including what they are and their critical role in maximizing matching gifts? Let’s jump in with the basics.

1. EIN Numbers: The Definition

According to the Internal Revenue Service (commonly referred to as the IRS),

“An Employer Identification Number [EIN] is also known as a Federal Tax Identification Number, and is used to identify a business entity.”

But don’t think that’s referring to for-profit businesses only⁠!

In regards to nonprofits, an EIN is critical for identifying the organization as being an officially registered 501(c)(3) cause. By extension, this nine-digit number (formatted as XX-XXXXXXX) verifies an institution as a tax-exempt nonprofit, to which charitable donations are considered tax-deductible by the U.S. government.

You might even think of an organization’s EIN as the nonprofit (or business) version of a social security number.

This is the unique identifier belonging solely to the entity in question⁠. No two groups share the same tax ID number, which allows the figure to pinpoint a particular organization and track all sorts of critical financial data. For nonprofits, this includes donations, tax receipts, and more.

2. Where Should a Nonprofit’s EIN Number Be?

Whether you’re a donor attempting to locate your favorite charity’s EIN number for a matching gift program or a nonprofit aiming to ensure your EIN is easily accessible to your audience, understanding the prime location for this information is essential.

So, where should an organization’s EIN number be found?

On the organization’s website

A nonprofit’s website is one of its most valuable assets for driving fundraising, improving donor engagement, and providing educational resources to viewers. As such, it’s critical that an organization incorporates its EIN number in multiple prominent locations across its site.

That’s why we recommend nonprofits include this information on their:

  • About Us page
  • Ways to Give page
  • Frequently Asked Questions page
  • Dedicated matching gift page

Keep in mind that if donors have to search particularly hard or click through a whole trail of breadcrumbs to locate your tax ID, they’re likely to call it quits before reaching the intended destination⁠.

And if they need your EIN to submit their matching gift request, you might just miss out on that possible match⁠. That’s why it’s essential to keep this information as openly accessible as possible.

Within donor communication materials

Beyond your nonprofit website, it’s also a good idea to include your EIN within a number of donor-facing communications. This typically includes:

  • Donor acknowledgments
  • Tax-exempt donation receipts
  • Matching gift follow-up emails

Not only does providing your tax ID number in communication materials ensure donors have access to the information they need for their matching gift requests, but it can also help when it comes time to report their charitable contributions as tax-deductible!

Through third-party resources

There’s also a good chance that an organization’s tax ID number is available online through a third-party resource such as Charity Navigator, GuideStar, or the IRS itself. These sites can be useful for donors and prospects looking to learn more about nonprofit causes they support.

As a nonprofit, however, you should not rely on this being the case⁠—let alone the available resources providing accurate and up-to-date information. Thus, make sure to prioritize getting your organization’s EIN number out via your own website and communication materials.

3. The Importance of EIN Numbers for Matching Gift Programs

Most companies that offer matching gift programs will require the receiving organization’s EIN number to successfully process the matching gift request and ultimately disburse the funding.

The EIN requirement will typically be in addition to other information about their employee’s donation, such as:

  • Donation amount
  • Date of donation
  • Nonprofit name
  • Nonprofit address
  • Copy of the donation receipt (which should also include the EIN)

Without the organization’s ID number, the donor will likely be unable to submit their online match request⁠—or if they do submit it without an EIN included, the request may be denied.

The purpose of the above information is so that the matching gift company can verify that the initial donation was made, along with it having been contributed to a qualifying nonprofit cause. Not to mention, having access to the organization’s official tax ID number also ensures that the employer is able to give to the same organization its employee did.

4. The Role of EIN Numbers With CSR Platforms

Thousands of companies with workplace giving programs utilize CSR platforms (sometimes referred to as corporate giving platforms, matching gift software vendors, etc.). These solutions were developed to help businesses manage their philanthropic initiatives. For many, that means matching gifts.

If your donors work for those companies (which it’s fairly likely that they do), participating individuals are often required to submit corporate matching gift requests through their employer’s CSR software portal.

And to complete their request, they’ll need the EIN number of the organization to which they gave.

Many companies even choose to automate their matching gift facilitation through the use of corporate giving software. When this occurs, donors simply fill out an online form provided by the CSR platform. The donation information entered (including EIN) is then quickly scanned against the business’s pre-determined matching gift criteria. This typically includes minimum and maximum donation amounts, types of qualifying nonprofits, and more.

The request is then approved or denied, and, if approved, the funding moves toward the distribution process. So as you work to drive as many matching gifts as possible⁠—with as few roadblocks as possible⁠—it’s essential that you provide individuals with the information they require.

5. How to Simplify EIN Numbers for Donors

So you understand why your organization’s EIN is essential to matching gift fundraising. But what can you do to make this information easily accessible and simplify the process of obtaining the figure for donors?

Leveraging matching gift automation software like Double the Donation can help in two keys ways:

  • Providing a dedicated matching gift web page with an explanation of matching gifts and an embedded search tool, alongside an organization’s EIN and other contact information
  • Offering customizable and automatically triggered post-donation follow-up emails to inform and remind donors about matching gifts

For example, check out how two leading nonprofit organizations display their EINs on their dedicated matching gifts pages for supporters:

American Heart Association

Here's how AHA uses EIN numbers for matching gift programs.

Leukemia & Lymphoma Society

Here's how LLS uses EIN numbers for matching gift programs.

Sometimes the process of identifying the right EIN number can be particularly difficult for nonprofit supporters. For example, some large schools, universities, and multi-chapter organizations may have multiple tax ID numbers⁠—often a different EIN for each component of the overall cause.

In that case, you might want to include brief instructions within your matching gift follow-up emails that direct donors to the correct information. This can be as simple as incorporating a note near your matching gift company instructions. For example: “Kindly visit our dedicated matching gift page and look for the correct EIN for your matching gift request.”

If your organization has a single EIN number, you might still choose to include a reminder that the information is available on your matching gift web page. Alternatively, you could insert the number directly into your matching gift follow-up email for even easier access.

The more your organization simplifies the matching gift process for its donors, the more individuals are likely to participate⁠—namely, following their matching gift request from beginning to end.

By highlighting EIN numbers for matching gift programs, your team can ensure your match-eligible supporters have the information they need to complete their employer’s submission process. You’ll receive additional corporate funding, and your donors are able to make an even more significant impact on a cause they care about. That’s what we like to call a win-win!

Want to learn more? Make the most of matching gifts with our other top fundraising and corporate giving resources here:

Double the Donation can help optimize your organization's EIN numbers for matching gift programs.

Learn more about matching gift disbursement with this guide.

Matching Gift Disbursement FAQ: Your Top Questions Answered

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Matching gift disbursement plays a considerable role in nonprofits’ matching gift fundraising success. This is essentially the go-between for companies that offer matching gift programs and the organizations that receive their matching gift funds.

Yet the matching gift disbursement process remains a mystery for many nonprofits and their donors (and even some companies, too). Unfortunately, groups that don’t understand what goes into corporate matching gifts are unlikely to use these programs to their greatest advantage⁠—which is where this comprehensive Q&A guide comes in!

In the next eight sections, we’ll answer some of the most common questions asked about matching gift fundraising⁠—particularly the behind-the-scenes processes that go into these corporate giving programs.

1. What is matching gift disbursement?

Matching gift disbursement is the process that takes place between corporations and nonprofits in which matching donation funding is requested, approved, and transferred from a matching gift company to its nonprofit recipient. The process is sparked by an individual donor, having been identified as matching gift eligible, who submits a matching gift request through their employer.

The particular steps can vary from company to company, with the basic premise being the same. Employers want to verify that their employees are making charitable donations to legitimate causes. After doing so, they authorize the match request and submit their matching donation to the nonprofit cause.

Once matching gift disbursement is complete, nonprofits have two donations.

2. What are CSR vendors?

CSR vendors are known by many names, such as corporate social responsibility software, corporate giving software, matching gift management software, and more. This type of tool is used by thousands of companies with matching gift programs to manage their corporate philanthropy initiatives.

CSR software providers equip companies with powerful resources to manage and automate their workplace giving programs. Overall, they create a better user experience for the businesses, their employees, and the nonprofits they partner with.

Some of the most common examples of these providers include:

  • Benevity
  • YourCause
  • Cybergrants
  • Selflessly
  • Millie
  • Point
  • Bright Funds
  • America’s Charities

Each of the above-listed CSR platforms works with different companies, small and large, to facilitate matching gifts and manage the matching gift disbursement process from beginning to end. The software typically utilizes automation practices in order to speed things up and require less on the part of the donors, nonprofits, and companies alike.

A CSR giving provider such as these will likely provide their corporate clients with an online portal from which employees can complete their match requests. From there, the platform may screen requested donations according to predetermined matching criteria (such as minimums, maximums, nonprofit types, etc.) and approve or deny submissions accordingly.

Some of these CSR vendors even facilitate employee donations themselves, functioning as an online giving tool where individual donations are then passed along to the receiving organization, along with the qualifying corporate match.

3. What’s the difference between CSR and matching gift software?

See also: If CSR platforms manage and automate matching gifts, how does that compare to nonprofit matching gift software (like Double the Donation)?

There are two overarching categories of matching gift software. These are matching gift software for companies and matching gift software for nonprofits. And the main difference is just that: the primary buyer and user of the platform, which then dictates the functionality of the software. Here’s a brief overview:

  • Corporate giving software for companies: Socially responsible companies typically purchase matching gift management software to facilitate their end of the matching gift disbursement process⁠—namely, the submission, review, and approval of employee requests.
  • Corporate giving software for nonprofits: Nonprofit organizations, on the other hand, often utilize matching gift software to increase donor awareness about these programs, screen for match-eligible donations, and track matching gift disbursement efforts throughout.

As donors walk through the giving process with their favorite charities, they are often first met with the nonprofit’s matching gift software. This may be while browsing the organization’s “ways to give” page, directly within their online giving form, or through a post-transaction follow-up email.

The majority of match-eligible donors remain unaware of their employers’ programs, so the nonprofit’s matching gift software aims to inform each individual about the widespread availability of company gift-matching and provide a simple way for donors to determine their own eligibility status. For many companies, this includes incorporating direct links to matching gift request forms⁠—which, again, are often managed by a CSR platform.

When a donor clicks to navigate to their employer’s online matching gift portal, this is typically where they cross over into the territory of matching gift software for companies. Now, the donor is prompted to complete their match request by providing donation information through the online portal.

Here's what the matching gift disbursement looks like.

4. How are matching gifts disbursed with a CSR platform?

Although each CSR vendor has its own matching gift disbursement process, these four essential steps are typically involved:

Step #1: A donor submits a request through their company’s CSR platform.

Once a nonprofit supporter makes their donation, they should (hopefully) be directed to their employer’s online match request portal. Oftentimes, the instructions and links for doing so will be made available through the organization’s matching gift widget, which pulls information from thousands of companies listed in a comprehensive matching gift database. In other scenarios, the donor will not be automatically provided with their employer’s giving program information but is encouraged to seek it out and begin the process on their own.

Upon landing at their company’s corporate giving portal, the employee donor is ready to make their request. This typically involves completing an online form with basic information about the initial donation. The details required in the form can vary from one business to the next. However, these often include the name and contact information of the nonprofit (including their tax ID number), along with a copy of the donor’s charitable gift receipt.

The donor then clicks “submit” and pats themself on the back for completing their portion of the matching gift process.

Step #2: The employing companies review the request.

Next, the company reviews employees’ matching gift requests and makes a decision as to whether the initial donation is matching gift eligible. Most companies will choose to go either the automatic or the manual approval routes:

  • Automatic approval: Many businesses—particularly those utilizing a CSR platform to manage their matching gift disbursements⁠—enact an automated approval process for employee match requests. This typically involves the software screening the provided employee donation information against the company’s predetermined matching eligibility criteria.
  • Manual donation confirmation: On the other hand, some companies will opt for a more involved process regarding their matching gift review process. For example, Company A may decide to reach out to the nonprofit an employee submits a match request for in order to personally verify the initial donation that was made. Company B might accept a valid gift receipt as proof of donation but choose to manually screen the match request for any potential red flags.

Step #3: The company authorizes match funds to be sent through the CSR platform.

Once the donation match request is approved (either through automated or manual review processes), the matching gift funding is ready to be transferred from the contributing business to the receiving organization. When a company utilizes a CSR platform, this step involves authorizing the corporate giving vendor to disperse the funds on the company’s behalf.

Keep in mind that if an employer sees multiple donors giving to the same fundraising organization, the employer might end up batching multiple matching donations together within their CSR platform before releasing the funds.

Step #4: The organization receives a donation from the CSR platform.

At this last stage in the matching gift disbursement process, the nonprofit simply sits back and waits for the match funding to come through. Unfortunately, fundraisers should not be holding their breath, as it can take a while for matching gifts to travel throughout each step along the way.

Eventually, the nonprofit will receive a matching donation from a donor’s employing company, which should be entered in the CRM alongside the initial gift. Keep in mind, though, that a matching gift from the Home Depot may be unknowingly processed and recorded under the name of the CSR platform rather than the company itself⁠—so keep an eye out for incoming checks from those service providers as well.

If a company does not work with a CSR management platform, the match request process may look a bit different, while the matching gift disbursement should be largely the same. For example, some companies still collect paper submissions, while others utilize downloadable PDF documents or simple online forms (which can still be made available through a nonprofit’s matching gift solution).

From there, the company will manually review the request to compare against their matching criteria, determine an outcome, and make their matching gift.

5. How do I know if a donation is from a matching gift?

Because matching gifts are often processed through a company’s CSR platform, the donation record in an organization’s database may not contain the contributing company’s name, let alone the donor who had initially requested the match. As such, it can be difficult for organizations to locate matching gifts in their CRM and track them effectively.

To better track your nonprofit’s matches, the first thing you can do is keep an eye out for any corporate donations flowing into your donor database.

Now, these might come in a few ways⁠. Take a look at these examples, based on the way a company manages its gift-matching initiatives:

  • Here's how to tell if a donation is the result of a matching gift disbursement.In-house matching gift management: A company that manually manages its matching gift program internally may disburse a matching donation in its own name. So if you see a donation from “Larry’s Law Firm,” you may want to flag that gift as a corporate gift. Then, scan your donor information for any recent donors who are marked as being employed by the company. Compare against that individual’s personal donation and matching gift status⁠—and with any luck, you’ve found your matching donor.
  • Outsourced matching gift management: Companies that outsource their matching gift disbursement to third-party CSR vendors, on the other hand, can be even more difficult. For these, look out for names of common corporate giving companies (e.g., Benevity, YourCause, CyberGrants, etc.), and make a note if any gifts flow into your CRM from these companies. Then again, you can work to narrow down your recent matching gift donors and determine who and where the match came from.

Identifying incoming matches is critical for effective tracking and reporting purposes. And without correctly associating matching gifts with the donors who requested them, an organization can hardly optimize its engagement and follow-up strategies.

Yet Neon One fundraising data reports that in 2020 alone, 10.8% of nonprofits had incorrectly attributed a gift to either Benevity or YourCause, rather than mark the donations from these platforms as corporate matches. And of nonprofits falling into this category, nearly 87% tracked more Benevity and YourCause revenue than they did matching gifts⁠—meaning they have significantly more untracked matches than tracked.

When a nonprofit lacks this information, they likely won’t be able to close the loop with the donor and mark their matching gift disbursement cycle as completed. Additionally, they can’t communicate their appreciation for the individual going above and beyond to submit a company match, which can lead to a missing piece of the donor engagement puzzle. Not to mention, unorganized corporate matches can clutter your donor database without proper maintenance.

6. What happens after a match is received?

What an organization does after receiving a matching donation has a significant impact on its matching gift fundraising success overall. But unfortunately, many nonprofits’ honest answers to the above question would be ⁠— nothing.

So let’s rephrase: “What should happen after a match is received?”

When you determine that an individual has secured a matching gift for your organization, we recommend including a note on their donor profile. The donor tag should list the matching gift and initial donation amount, along with the employing company. This enables your nonprofit to optimize your communications with the donor as well as keep their matching gift eligibility status in mind for future fundraising efforts.

Then, be sure to follow up with the individual after receiving their employer’s donation as well. Although the matching funds didn’t come directly from their wallet, it’s important to recognize that the individual’s initial gift and follow-up participation is what made the corporate match possible. Doing so will construct a positive impression of the matching gift process for donors and increase the likelihood that they request a matching gift for the next donation they contribute to your organization.

Here's what happens after the matching gift disbursement process.

7. What data results from matching gift disbursement?

The most effectively and efficiently run nonprofits are being driven by the power of fundraising data. Knowing how your organization’s existing fundraising strategies are operating, as well as your current and historical measurements of success, can provide you with the insights you need to move forward into greater results.

Luckily, strategic matching gift fundraising can result in loads of valuable data points for any nonprofit. We recommend prioritizing the following key matching metrics:

  • Total match revenue
  • Number of match-eligible donations
  • Percentage of match-eligible to total donations
  • Number of matches requested
  • Percentage of match-eligible gifts submitted
  • Number of matches secured
  • Percentage of match-eligible gifts secured
  • Average matching gift size

And on a more personal scale, the #1 most important detail to know is the companies your donors work for. Having a record of (at least the majority of) your donors’ employment information will allow you to adjust your matching gift promotion strategies accordingly, providing each individual with company-specific program information to their employer. This enables your team to drive more matching gifts to completion with targeted communication, tracking, and forecasting.

8. What role do nonprofit CRMs play in matching gift disbursement?

Based on the above suggested key performance indicators, you can probably tell there’s a lot to track when it comes to matching gift fundraising⁠. This is especially true if you’re looking to maximize your efforts and scale up your matching gift initiatives (which, if you don’t want to miss out on free and unrestricted funding for your cause, you should be).

And the best tool for tracking fundraising data is your nonprofit’s CRM.

But how exactly does your donor database fit into the matching gift disbursement procedure? It essentially comes into play at the very end of the process. As your organization receives matching gift funding⁠—whether through the company itself or via a secondary CSR platform⁠—those donations flow into your CRM as any other contribution would. The way your team organizes the gifts and to whom the donations are attributed can impact the effectiveness of the matching gift follow-up steps highlighted above.

For example, we recommend asking match-eligible donors to keep you informed throughout the match request process with their employer. Have they submitted their match? Determined their gift did not qualify for a corporate match? Verified the donation with the company?

The easiest way to do this is by automating donor messaging while leveraging your CRM’s communication tracking functionality. And this can be an especially seamless procedure if your database integrates with top matching gift software⁠ such as Double the Donation.

If you’re looking to locate previously made matching gifts, you may want to take the time to comb through your nonprofit CRM. As you do so, keep an eye out for CSR platforms that may have disbursed company matches yet flown under your organization’s radar.

Conclusion

Matching gift revenue can make a significant impact on your nonprofit. Having the knowledge surrounding every step of the matching gift disbursement process will allow you to better manage, track, and improve your organization’s efforts.

It all comes down to effectively enacting your team’s role in the disbursement procedure while simultaneously understanding the tasks being carried out by the other parties involved (i.e., your donors and their employers) to get from start to finish.

Once you’ve established this foundation of strengthened know-how, it will result in powerful matching gift benefits for your organization and its beneficiaries, your donors, and the corporations you’ve partnered with.

Feeling Blessed Offers Matching Gift Automation to Nonprofits with Double the Donation

Feeling Blessed Offers Matching Gifts Automation to Nonprofits with Double the Donation

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Double the Donation and Feeling Blessed are now partners, providing an integration between Feeling Blessed online donation forms and 360MatchPro, the most advanced matching gifts automation tool from Double the Donation. 

“Feeling Blessed allows organizations to raise more from their supporters via an intuitive online and mobile experience,” shares Muhammed Tauseef Rab, Founder and CEO at Feeling Blessed. “We’re proud to now offer our clients the ability to maximize their fundraising with Double the Donation.”

The new integrated solution helps organizations raise more by helping donors identify their match eligibility and take their next steps to fulfill their matching gift requests from their employer. The partnership aims to close the gap of 78% of donors unaware of their employers’ matching gift program policies.

“We’re excited to offer nonprofits using Feeling Blessed the opportunity to streamline their matching gifts outreach and marketing to their donor and supporter bases,” says Adam Weinger, President at Double the Donation. “We’re looking forward to the value corporate philanthropy will provide to donors and nonprofits alike.”

Nonprofits who are mutual clients of Feeling Blessed and Double the Donation can identify match-eligible donors, automate timely outreach, and deliver back actionable analytics.

Activate in Seconds and Start Raising More from Matching Gifts!

No IT or custom development work is needed for organizations to activate their 360MatchPro and Feeling Blessed integration! All a client needs to do is enter their API keys from their 360MatchPro account into their Feeling Blessed account, and 360MatchPro’s search tool and thank-you page plugin will appear across their donation forms.

Easily connect your 360MatchPro portal to your Feeling Blessed portal in just a few steps.

For donors, the process is seamless and intuitive. When a donor gives a gift to an organization with an active integration on a Feeling Blessed donation form, they’ll be asked to provide their employer name during the giving process.

Donors can search their employer name to discover their match eligibility.

If the donor is eligible for a matching gift from their employer, 360MatchPro will surface information about the company’s program on the Feeling Blessed Thank-you page. From here, donors can start their matching gift submission process with the click of a button – and organizations can manage automated follow ups from their own 360MatchPro accounts.

Drive More Matching Gifts to Completion with 360MatchPro!

Feeling Blessed and Double the Donation’s new partnership brings the ease and value of corporate matching gift automation to a whole new population of nonprofit organizations looking to raise more each year. Clients of Double the Donation can take advantage of a number of features to leverage their matching gift strategy. 

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

Ready to start raising more with matching gifts? Schedule a personalized demo today. 

About Feeling Blessed: Feeling Blessed is a donation platform with a mission to empower Muslims to become consistent givers. We use technology to create a community of donors and charities who together have embarked on a journey to reinvent giving. Organizations reach their financial goals quicker by joining the platform seamlessly and presenting their causes to all the donors on the platform. For more information please check out our website nonprofits.feelingblessed.org/

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

Donsplus and Double the Donation Partner to Close the Gap of Unclaimed Matching Gifts

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We’re excited to announce that Double the Donation and Donsplus have teamed up to provide nonprofits with matching gift marketing automation powered by Double the Donation. The new integration allows nonprofit organizations to activate in a matter of minutes and start capturing more eligible matches from the second they turn it on. 

“As the goal of Donsplus is to double the online revenue of our customers, we wanted to partner with the best matching gifts solution available to provide clients with more value from every donor relationship,” said Yechiel Glantz, Founder and CEO at Donsplus. “Double the Donation was the clear choice for an integrated solution.”

Now, as a part of the seamless Donsplus donation experience, donors can easily take next steps to double their contribution and close the gap of $4-7 billion of unclaimed matching gift revenue each year. 

“Even in 2022, there’s a huge population of the workforce unaware of the opportunities they have to double or even triple their donation amount without increasing their original donation,” said Adam Weinger, President at Double the Donation. “Partnerships like Donsplus and Double the Donation aim to remove the barriers keeping donors from getting their gifts matched by their employer.” 

Double the Donation and Donsplus are proud to respond to client interest in an elevated matching gifts integration experience for their donors with advanced Double the Donaton functionality. 

Activate in Seconds and Start Raising More from Matching Gifts!

Organizations can get started with matching gifts automation on their Donsplus widget in a matter of minutes, with no IT experience or custom development work required. With a simple API key entry process, Donsplus verifies organizations’ Double the Donation account and adds the matching gift plugin directly to the Donsplus widget. No extra steps required!

Activate in seconds by entering your 360MatchPro API keys.

Activate in seconds by entering your Double the Donation API keys.

For donors, the experience is just as seamless. When a donor makes a contribution on Donsplus, the confirmation page will show the Double the Donation matching gift plugin, encouraging donors to enter their company name to discover if they are eligible for a matching gift. 

Once their company is confirmed, donors can see details about their employer’s matching gift policies and take their next steps to getting their gift matched with a direct link. 

Donors can take their next steps to get their gift matched directly on the confirmation page.

Donors can take their next steps to get their gift matched directly on the confirmation page.

For a single donor, this may mean turning a $25 donation into a $50 contribution, and the match potential only increases from there. Considering over 26 million individuals work for companies with matching gift programs, the potential impact of matching gifts on an organization’s fundraising revenue is astounding!

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

drive more matching gifts to completion with Double the Donation

 

Drive More Matching Gifts to Completion with Double the Donation!

Double the Donation allows nonprofits to take more control over raising more from matching gifts. Now, Donsplus users can take that advanced functionality to the next level with an integrated matching gifts experience. 

Some additional features organizations can expect to leverage:

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

How Double the Donation tools drive value

 

Ready to start raising more with matching gifts? Schedule a personalized demo today. 

About Donsplus: Donsplus is a powerful fundraising widget that doubles website donations by delivering the most engaging, interactive donation experience donors have ever had. Check it out at https://donsplus.com.

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

Learn more about Double the Donation's year in review.

Double the Donation’s Year in Review: 2021

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If you’ve been following along for some time now, you’ll know that 2021 was a big year for us over at Double the Donation. We partnered with fantastic fundraising solutions to provide thousands of mission-driven organizations with our constantly improving tools, working alongside nonprofits as they make their impact on the world.

Over time, we are continuing to develop our company, refine our products, and expand our network of social good. Let’s walk through a recap of what the past year has brought to our team!

Product Updates & Enhancements

We’ve made a lot of significant changes to the Double the Donation platform in the last year in order to provide increased functionality and streamline matching gift processes. These are some of our most impactful advancements:

  • Focusing on Double the Donation’s fully automated solution: We’ve phased out Double the Donation’s Legacy Plan (formerly “Premium Plan”) in order to focus exclusively on our more effective, comprehensive automation solution. Now, all organizations can make the most of their matching gift potential using first-in-class Double the Donation matching gift automation!
  • Launching multi-channel outreach: Thanks to a Twilio integration, we’ve rolled out multi-channel donor outreach⁠! This means fundraisers can communicate via automated SMS in addition to existing email functionality, reaching donors through multiple channels and providing opportunities for additional touchpoints.
  • Publishing real-time matching gift analytics: Our real-time matching gift dashboard (available online here) provides viewers with continuously updating information on our database development. This includes total company records, number and percentage of match-eligible donor coverage, form availability, and more!
  • Adding an end-of-year email stream: The end of the year can be one of the most crucial times for nonprofit fundraisers, and our new end-of-year email streams can help make the most of matching gifts. Our new customizable pre-written email templates allow you to retroactively follow up with match-eligible donors who had given previously in the year in order to boost year-end revenue.

 

For information on even more Double the Donation updates and enhancements, check out our product release notes. We’re always working to provide the best solution possible for our clients!

Expanding Client Base

The Double the Donation client network continues to grow as well! In 2021, more than 1,000 new accounts were set up on our Double the Donation platform with thousands of additional organizations using our various offerings, allowing a range of mission-driven and charitable organizations to begin maximizing employer matching gifts.

That is in addition to the 8,500+ nonprofits already using the platform, which includes all sorts of schools and universities, arts and culture organizations, health and human services groups, and tons of other 501(c)(3) organizations.

Here’s what a few of our newest clients have to say:

CityTeam logoCityTeam: “Talk about seamless integration! The set-up for connecting DTD with our CRM system AND our email platform literally happened in just a few clicks. We appreciate the prompt replies from every DTD team member. The interface is easy to use, and we began seeing the ROI in the first go-live minutes.”

– Tamara Wheeler, Vice President of Marketing & Development

Food Bank for New York City logoFood Bank For New York City: “Double the Donation is such a helpful tool to ensure we are presenting the most current matching gift opportunities to our donors both during and after the online giving experience. The platform automates so many processes we would otherwise conduct manually.”

– David Jones, Vice President for Fundraising Operations

Heifer International logoHeifer International: “Our integration with Double the Donation was so easy, and we love having a dashboard at our fingertips. This allows us to follow up with donors and ensure that their matching gifts are applied properly.”

– Bert Kimrey, Director of Community Marketing

The Salvation Army logoThe Salvation Army of the United States (Nationals): “Not only does Double the Donation make it easy for Salvation Army donors to submit their matching gifts, but their tools were easy for our team to implement and use. We have been very impressed since making the switch.”

– Dale Bannon, National Community Relations and Development Secretary

And that hardly scratches the surface of the new accounts we’ve set up in the past year! Organizations like Vanderbilt University, the University of Notre Dame, UNICEF USA, and more are continuing to expand their matching gift strategies with our tools as well.

New Partnerships & Integrations

Last year alone, Double the Donation launched more than 22 new software integrations with innovative and leading fundraising solutions. These new partners continue to build on our growing partner network, providing a seamless matching gift experience for thousands of users.

Double the Donation has integrated with more than 22 new software partners.

Double the Donation continues to expand its partner network.

Thanks to partnerships like these, our matching gift software integrates perfectly with all sorts of online donation tools, peer-to-peer fundraising platforms, nonprofit CRMs, and more.

To find out whether your favorite fundraising platform(s) integrates with Double the Donation, explore our Knowledge Base and search for the provider in question! Or, check out a complete list of our 70+ integration partners here!

Overall Matching Gift Fundraising Success

The Double the Donation database has assisted users with collecting more than $156.1 million in matching gift revenue.We love seeing our software helping nonprofits collect more in individual donations and corporate funding. Their successes are our successes⁠—and last year, we’d certainly call it a success!

In 2021 alone, charitable organizations identified more than $156.1 million in matching gift revenue using Double the Donation’s tools. Additionally, our clients boast a 54% open rate for matching gift emails, more than 2.7 times higher than the average nonprofit rate of 20%.

Not only is our solution putting more dollars toward your cause, but it’s also improving supporter relations with increased engagement opportunities and magnified donor impact. That’s what we consider a win-win.

Matching Gift Database Development

At Double the Donation, we pride ourselves on having the most comprehensive and up-to-date matching gift database solution. In order to stay on top, it’s important that our industry-leading solution continues to grow.

As of December 2021, the Double the Donation database contains the following information:

  • 24,231+ total company records
  • 26,803,317+ employees represented
  • 99.68% coverage of match-eligible donors
  • 80.96% matching gift form availability

The Double the Donation database continues to grow and become a more comprehensive resource for nonprofits.

These metrics are currently at their all-time highs, and they’re only going up from here!

The extent of our matching gift coverage directly impacts the results that our nonprofit clients see. As such, we’ve made it a priority to ensure we are continuously adding new companies and subsidiaries, providing available online match request forms, and updating information where necessary.

Double the Donation Company Growth

Double the Donation has added 8 new team members in the past year.

As our product continues to grow, so does the company behind it. In 2021, the Double the Donation staff has expanded to include nine new team members in sales, partnerships, client onboarding, and marketing roles.

Plus, we’re also working to develop our client success teams by bringing on additional customer support staff. This allows us to better cater to the organizations that use our tools and meet their needs in the most effective ways possible⁠—which is always the goal!

As you can see, it was quite the year over here. We’re so grateful for the clients, partners, and donors who worked with us to make 2021 our year. We certainly could not have done it without you.

Here’s to seeing what 2022 will bring!

 

 

Double the Donation and Blackbaud Enhance Matching Gift Integration with Raiser’s Edge NXT and Double the Donation

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Double the Donation and Blackbaud are thrilled to debut their recent integration enhancements. This duo has teamed up to bring even greater matching gift functionality to their existing integration.

As a Premier ISV Partner in the Blackbaud ecosystem, Double the Donation offered a robust CRM integration, designed to automate matching gift outreach to donors post-contribution. This new integration update now functions specifically with RE NXT donation forms, allowing donors to identify themselves as match-eligible during the donation process – leading to greater donor reporting along with more tailored, personalized messaging and next steps.

“Double the Donation has proven to provide tremendous value in helping RE NXT customers take full advantage of matching gift opportunities,” said Ben Wong, Senior Principal Technical Product Manager. “This latest enhancement presents the matching gift opportunity directly to donors, which will help raise matching gift revenue as well as foster donor engagement and improve data reporting, and it’s delivered in a simple package that I know customers will love.”

This integration enhancement provides an additional touchpoint to donors when they’re most engaged: during the donation process. As the donor navigates through their typical giving flow, Double the Donation will work to identify matching gift opportunities and drive matching gift requests to completion.

“Many donors have trouble navigating the matching gift process, leaving nonprofits responsible for donor follow ups and outreach efforts,” said Adam Weinger, President of Double the Donation. “Our enhanced RE NXT integration allows nonprofits to transfer that responsibility to an automated solution so that they can increase their matching gifts while focusing their energy and effort on top priority tasks within their organization.”

Double the Donation works seamlessly with RE NXT, providing fundraisers with leading matching gift automation across nonprofit and educational industries. Using this enhanced integration, users can expect simple matching gift solutions to drive fundraising success.

360MatchPro - Activate in seconds and start raising more from matching gifts!

Activate in Seconds and Start Raising More from Matching Gifts!

The Double the Donation and RE NXT donation form integration has a simple set up process so that you can drive matching gift revenue in no time. Simply connect your RE NXT and Double the Donation accounts using the process outlined in our integration guide. Then, you can drag and drop the Double the Donation search tool directly onto your RE NXT donation forms.

drag 360MatchPro onto your re nxt forms

Once you place the matching gift search bar on your form, then you’re all set! Donors will now be able to identify themselves as match-eligible during the donation flow and receive matching gift follow ups directly on the confirmation screen.

This process can help your organization harness the $4-7 billion in matching gift revenue that goes unclaimed each year.

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

 

Drive More Matching Gifts to Completion with Double the Donation!

Double the Donation ensures your matching gift opportunities don’t fall through the cracks.

Take advantage of this solution to:

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

How Double the Donation tools drive value

 

 

Ready to drive matching gifts for your next fundraising effort? Schedule a personalized demo to learn how matching gifts can fund your mission.

About Blackbaud: The Blackbaud Partner Network is a group of leading technology and services firms providing the social good community with the solutions, applications, and strategies they need to make a difference in their local communities and worldwide. To learn more about Blackbaud’s Technology Partner program, visit: http://www.blackbaud.com/partners

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

PatronManager and Double the Donation Announce Matching Gifts Integration

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PatronManager – Patron Technology’s powerful ticketing and CRM solution – and Double the Donation are proud to launch a matching gift integration between PatronManager donation forms and Double the Donation, the leading matching gifts automation provider by Double the Donation. The new integration allows nonprofit organizations to identify more matching gift opportunities during the donation process and drive more matching gifts to completion. 

“Matching gifts are a key element of the fundraising strategy for many PatronManager clients, so we’re thrilled to collaborate with Double the Donation,” says Jen Leavitt, VP of Product at Patron Technology. “With this partnership, our clients will be able to drive more revenue, learn more about their patrons than ever before, and strengthen the 360-degree view of their data that is essential to building fruitful donor relationships.”

Now, donors are able to discover their match eligibility, develop an understanding of their employers’ programs, and pursue their match directly following their donation submission. With this powerful partnership, Double the Donation and PatronManager can help nonprofit organizations start raising more from matching gifts as soon as they activate the integration. 

“When it comes to matching gifts, there are two key elements that spell success for nonprofits looking to raise more: effective education and seamless processes,” says Adam Weinger, President at Double the Donation. “Our new partnership with PatronManager creates that educational space and that immediate call to action for donors, all easily included within the donation experience.”

Client organizations of PatronManager and Double the Donation can now look forward to claiming some of the $4-7 billion left on the table in matching gift funds each year.

Activate in Seconds and Start Raising More from Matching Gifts!

The PatronManager and Double the Donation teams have worked together to develop a solution that takes no complicated IT work for an organization to get started. Organizations can enter their API key from Double the Donation into their PatronManager account, place Double the Donation’s search tool on their donation forms, and save! 

Once this process is complete, organizations begin the process of capturing match eligible transactions and guiding donors to their matching gift request forms! Seamlessly included in the donation process, the Double the Donation autocomplete search tool and confirmation page plugin encourage donors to submit their matching gift requests immediately after they give their initial gift. 

Double the Donation collects this data and transforms it into actionable insights for organizations to keep donor information streamlined and consolidated, resulting in a wealth of useful corporate philanthropy-related data for fundraising teams.

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

drive more matching gifts to completion with Double the Donation

 

Drive More Matching Gifts to Completion with Double the Donation!

PatronManager is designed to grow and flourish alongside nonprofits as they evolve. Double the Donation is proud to become a part of that story of growth and enriched experience by providing PatronManager users with the most advanced matching gift automation tool in the space. 

Check out some key features below: 

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

How Double the Donation tools drive value

 

Ready to get started with your own matching gift journey? Schedule a private demo with the Double the Donation team today, and make sure to mention you use PatronManager!

About PatronManager: PatronManager, a product of Patron Technology, is a powerful arts and cultural organization ticketing solution built entirely on Salesforce. Its powerful CRM helps arts organizers sell more tickets, raise more money, and cultivate stronger bonds with their audience. For more information, please visit patronmanager.com.

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

DonorDock and Double the Donation Announce Matching Gifts Integration

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The Double the Donation and DonorDock teams are excited to announce a new integration between DonorDock online donation forms and Double the Donation. Nonprofit organizations can now use the two solutions together to raise more from matching gifts by incorporating valuable company information and outreach to donors during the giving process. 

“Our team is proud to unveil a partnership that allows our nonprofit clients to drive more value with every donor interaction,” says Matt Bitzegaio, Founder at DonorDock. “We hope that with this new integration, organizations will be able to start receiving more and more of the money left unclaimed each year in matching gifts.”

With $4-7 billion left on the table in matching gift revenue every year, the potential value for nonprofits leveraging automation is huge – and Double the Donation can help orgs reach that potential with easy autocomplete company search, clear and easy-to-use CTAs for donors, and automated follow up email streams to capture as many match eligible donations as possible. 

“The Double the Donation team has identified lack of donor awareness as the number one barrier for nonprofit organizations receiving what they should each year in matching gift revenue,” says Adam Weinger, President at Double the Donation. “Our new integration with DonorDock is designed to close that awareness gap directly from the point of initial donation onward.”

Activate in Seconds and Start Raising More from Matching Gifts!

So how do nonprofit organizations get started using the DonorDock and Double the Donation integration? The process is simple: organizations can enter their API keys retrieved from their Double the Donation account into their DonorDock account to get started. Once the keys are verified, the integration is live and active on DonorDock forms. 

Here is where Double the Donation can go to work. The advanced matching gift tool will start requesting employer information from donors as those donors give on a DonorDock form. When a donor selects their company name or uses a corporate email address, they’ll be prompted to take the next steps toward their gift match directly on the confirmation page. 

With the new integration, nonprofits can collect employer information, encourage donors to educate themselves about their own company’s corporate philanthropy programs, and take the necessary steps to double their impact!

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

Drive More Matching Gifts to Completion with Double the Donation!

Double the Donation and DonorDock have partnered so nonprofits can take everything they love about their easy-to-use fundraising platform and boost their revenue with powerful matching gift automation software. 

Some additional features organizations can expect to leverage:

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

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.

Ready to start raising more with matching gifts? Schedule a personalized demo today. 

About DonorDock: DonorDock believes that software should make your life easier, not more frustrating. DonorDock makes it easier for nonprofits to track and grow their contacts, fundraising and marketing. DonorDock manages contacts, donors, emails, donations, memberships, volunteers, tasks and more. DonorDock was voted “Easiest to Use” Nonprofit Software and “Best Return on Investment” by G2, the leading software review website. DonorDock was founded in 2017 by people passionate about making nonprofit software faster, more helpful, and more affordable for small to medium sized nonprofits. Learn more at DonorDock.com.

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

SimplyFundraisingCRM Chooses Double the Donation for Advanced Matching Gifts Integrationy

SimplyFundraisingCRM Chooses Double the Donation for Advanced Matching Gifts Integration

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Double the Donation and SimplyFundraisingCRM are proud to unveil their new integration partnership, opening the door for nonprofit organizations to identify more matching gift opportunities for their donors with every donation.

“We are thrilled to partner with Double the Donation,” Says Jon Biedermann, President at SimplyFundraisingCRM. “I’ve known the founder, Adam Weinger, for years and nonprofits will save time and raise far more from their small and mid-level donors. Even better, they will save time raising more money with Double the Donation’s and SimplyFundraisingCRM’s automated processes to collect matching gifts – all in one beautiful integration that simply just works.”

The new integration between SimplyFundraisingCRM and Double the Donation allows nonprofits to discover donors’ employers and match eligibility and encourage them to submit their matching gift requests at a higher rate. More submitted match requests means more revenue for the fundraising org, all without complicated IT work or manual follow up efforts. 

“Something we love about the SimplyFundraisingCRM platform is how easy and stress-free it is for nonprofit users to manage,” said Adam Weinger, President at Double the Donation. “It was a natural fit that we make the process for those same nonprofits to raise more from matching gifts just as easy with an integrated solution.”

Around 78% of donors are completely unaware of their matching gift potential – the new integration between Double the Donation and SimplyFundraisingCRM aims to raise donor awareness and close the gap to help organizations claim some of the $4-7 billion in matching gift revenue left on the table yearly.

Activate in Seconds and Start Raising More from Matching Gifts?

Activating an integration between your SimplyFundraisingCRM account and Double the Donation is all in the name – simple! In your SimplyFundraisingCRM launchpad, just enter your public and private API keys from your Double the Donation account and save to activate your integrated tools. From here, you’ll be able to toggle your matching gift fields on and off to meet your campaign needs. 

Enter your public and private API keys to activate your matching gifts integration!

Once you’re set up with your integration, Double the Donation will automatically start identifying match eligible donors as they give on your SimplyFundraisingCRM donation forms, and follow up with them via email to guide them directly to their company’s matching gift request process. Encouraging donors automatically to get their gifts match could turn your average $25 donation into a $50 impact–all without arduous manual outreach from your already busy team!

Donors can easily search their company name directly from their giving forms.

Plus, keep track of your matching gift data and outreach settings in your Double the Donation portal to identify future matching opportunities, keep track of your year-to-date match identified amounts, and manage your email settings and customizations to keep your messaging streamlined and true to your organizational voice.

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

drive more matching gifts to completion with Double the Donation

 

Drive More Matching Gifts to Completion with Double the Donation!

Double the Donation and SimplyFundraisingCRM’s partnership allow nonprofit organizations to raise more from every donor interaction with automated matching gifts marketing. Boost the impact of every donation by utilizing some key features: 

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

How Double the Donation tools drive value

 

Ready to get started with your matching gift journey? Request a personalized demo today and make sure you mention you use SimplyFundraisingCRM when you schedule.

About SimplyFundraisingCRM: Manage donors, collect donations online or offline, and make it easy for you and your board members to attract and retain donors. All with built in fundraising expertise in one easy-to-use platform that anyone can use and everyone will love. Visit https://www.simplyfundraisingcrm.com/ to learn more.

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

Matching Gift Upsells: A Guide for Boosting Donations

Matching Gift Upsells | A Guide for Boosting Donations

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Raise more with matching gift upsells through Double the Donation.

If you’re looking to drive additional fundraising revenue through corporate gift-matching programs, making the most of matching gift upsells is the way to go.

Picture this: A donor is in the process of making a gift to your organization. As they fill out your online donation form, they select the second suggested gift size at $20. Upon submitting their donation, however, they realize that the gift would have been eligible for a corporate match from their employer should it have been just $5 more.

Since the company they work for has a $25 minimum donation for matching gifts, the donor’s initial $20 gift doesn’t quite make the cut. If they had known that before completing their donation, they would have sacrificed an additional latte that week to boost the contribution into the eligible gift-matching threshold. As a result, your nonprofit would have received not only the extra $5 from the donor but a $25 match as well.

The above scenario perfectly illustrates the importance of matching gift upsells and the impact they can have on nonprofit fundraising strategies. In this guide, we’ll walk through the following topics to provide more information about matching gifts and how to drive corporate donations effectively:

Ready to learn more about matching gift upsells and the opportunities they can present fundraising organizations like yours? Let’s get started with the basics.


Here are the basics for matching gifts and matching gift upsells

Matching Gift Basics

Before diving into the value of matching gift upsells and how you can use this strategy to increase your fundraising revenue, you’ll first need to understand a few key concepts surrounding matching gifts and matching gift upsells. We’ll answer those questions here!

What are matching gifts?

Matching gifts are donations made through a particular type of corporate giving program in which companies match charitable donations made by their employees to eligible nonprofit causes. The process typically looks like this:

  1. A donor makes a donation to your nonprofit organization.
  2. The donor determines that their employer offers corporate gift matching and that their gift is eligible for a match.
  3. The donor submits a form to their employer with details about their donation and the nonprofit they gave to.
  4. The employer reviews the request and confirms the initial donation with your organization.
  5. The employer makes their own matching donation to your cause.

The exact parameters surrounding an employer’s matching gift program varies by company, though the vast majority of participating businesses match eligible donations at a dollar-for-dollar rate. Others, however, choose to match at a lower (e.g., 50 cents per initial donor dollar) or higher rate (e.g., $2 or even $3 per donor dollar).

What are matching gift upsells?

Driving matching gift revenue effectively is all about using the right verbiage in your fundraising asks. One thing that nonprofits are beginning to see more of is called matching gift upsells.

Every company puts different eligibility criteria and guidelines in place for their matching gift program. One of these criteria is minimum and maximum donation amounts that the business is willing to match. A matching gift upsell occurs when organizations encourage donors to make larger gifts in order for their contributions to be eligible for a corporate match.

In other words, when a donor is about to make a donation that falls below their employer’s donation threshold, a matching gift upsell convinces them to increase their gift size to fall between the minimum and maximum match amounts.


Here is the value of matching gift upsells

The Value of Matching Gift Upsells

Matching gift upsells offer significant value to nonprofits looking to improve their corporate fundraising strategies while raising more for their causes and building strengthened relationships with supporters. As you lean into this powerful tactic, here are three key benefits to consider:

  • Increased initial donations: According to Double the Donation research, 1 in 3 donors reported that they’d likely make a larger gift to a nonprofit if they know it’s being matched by their employer. By increasing the initial donation size to fall into their employer’s match eligibility criteria, donors put more dollars towards your organization.
  • Corporate matches: When donors bump up their gifts to become match-eligible, it allows you to collect additional corporate matches for your cause. That means more donations for your organization along with better corporate relationships.
  • Improved donor engagement: Matching gifts offer an invaluable engagement opportunity for donors who are looking to provide additional support to a mission they care about. When you make it easier for donors to become eligible for these programs, more individuals get the privilege of knowing their gifts are going further and making a more significant difference.

Just as matching gifts offer value to each party involved, matching gift upsells do as well. Without specific strategies in place to leverage this impactful concept, you’re likely to miss out on a ton of potential fundraising revenue.


Here are some best practices for leveraging matching gift upsells

Best Practices for Leveraging Matching Gift Upsells

Now that you understand the importance of matching gift upsells, how can you adjust your efforts to emphasize this type of fundraising strategy? Let’s discuss three of our favorite tried-and-true ideas for maximizing your matching gift upsell.

1. Provide access to matching gift program data.

One of the best ways to encourage matching gift upsells is by sharing company-specific matching gift details with donors. You can’t expect donors to up their donations to meet match-eligibility requirements if they’re unsure of their employer’s program guidelines!

Luckily, the right software can be a huge help here, as both a time-saver and a donation booster. For example, consider embedding a matching gift database tool in your online donation page. This way, donors completing an online gift can simply do a quick and easy search of their employer name to determine both if their company offers matching gifts and if the gift they’re about to make would be eligible.

Providing donors with employer giving details can help increase matching gift upsells.

If they see that their gift falls below their employer’s minimum, they can choose to adjust their donation size accordingly.

2. Incorporate suggested donation sizes.

Many organizations utilize suggested donation sizes to coax donors into giving larger amounts than they initially may have. When you choose your suggestions carefully, you can encourage more donors to make match-eligible donations and ultimately secure corporate gifts for your cause.

Here's how suggested donation sizes can help increase matching gift upsells.

But how? Matching gift statistics report that 93% of participating companies have a minimum donation threshold of less than or equal to $50. Further, the average minimum amount falls at $34. As you determine which donation sizes to set for your online giving form, keep these figures in mind.

For example, you might set your lowest donation tiers at $35 to $50, with larger gifts increasing from there. Just remember, it’s important to retain a “choose-your-own-donation” field that allows supporters to go lower, higher, or in between levels.

Here's an example of a matching gift upsell message in action.

3. Look for software that automates the upsell process.

Having the right software in place is a critical prerequisite for optimizing your matching gift efforts. When it comes to leveraging matching gift upsells in particular, we suggest exploring donation tools that offer that specific feature.

Double the Donation offers a native integration with Fundraise Up, which is a popular online donation platform that incorporates matching gift upsell functionality directly into the giving process. If a user is about to make a gift that falls below the minimum threshold for their employer, they’re automatically notified of the donation size gap and asked if they’d like to up their contribution to meet program requirements.

This collaborative tool allows donors to adjust their giving before clicking submit, often leading to increases both in donation sizes and matching gift eligibility.

 

Matching gift upsells are one of the best ways to bring an already lucrative fundraising strategy to the next level. You’ll receive additional funding for your cause while allowing more donors to make a larger impact on your nonprofit mission⁠—which is a win-win for everyone involved.

To make the most of this strategy, it’s vital that you equip your team and your donors with the matching gift fundraising technology required to make this idea a reality for your organization.

Learn more about matching gifts and other impactful fundraising strategies with these additional resources:

Raise more with matching gift upsells through Double the Donation.