The Power of Email Domain Screening For Matching Gifts blog post feature

The Power of Email Domain Screening For Matching Gifts

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Find out how email domain screening can bring your organization’s matching gift fundraising to new heights.

Matching gifts supply a powerful revenue source that allows nonprofits to amplify individual generosity by leveraging corporate philanthropy. These programs, through which corporations match employees’ donations to charitable causes, hold immense potential for bolstering fundraising and driving growth.

However, despite the widespread availability of matching gift programs, nonprofits often struggle to fully capitalize on this funding channel. Many supporters remain unaware of the opportunity, and identifying eligible donors on your own can be a time-consuming process.

Fortunately, there are a few ways organizations can uncover match-eligible gifts in their donor base with varying levels of ease. In this guide, we’re going to focus on one in particular: email domain screening.

Table of Contents

By reading this guide, you’re already on your way to identifying and collecting more matching gifts. Now, let’s dive in to explore the role that email domain screening can play in this endeavor.

What is Email Domain Screening?

As donors give online, they’re generally asked to provide an email address within an organization’s donation form. While some choose to share a personal email (think: addresses ending in gmail.com, yahoo.com, outlook.com, etc.), others opt to use their business emails (e.g., name@company.com) to make their gifts.

This can be a great way to uncover match-eligible gifts using an email domain screening process.

Sample donation form with email domain screening implemented

So, how does it work? When it comes to uncovering matching gifts, email domain screening involves an organization (or a dedicated software solution it enlists) checking for donations made using corporate email addresses. 

Domain screening streamlines the identification of eligible donors using information your supporters are already sharing. In the end, it simplifies the matching gift process for donors and maximizes the funds your organization collects through the programs.

The Email Domain Screening Process

The better your team understands the email domain screening process, the more equipped you’ll be to boost your organization’s matching gift revenue. Take a look at the following walkthrough to learn more about each stage involved.

  • Step #1: Data Collection

    As donors give online, the software collects their personal information, including email addresses and other contact information. The system also captures employment-related data, such as the donor’s employer name, if provided, and the associated email domain.

  • Step #2: Domain Extraction

    The software extracts the domain part of each donor’s email address. For example, if a donor makes a gift using the email john.doe@homedepot.com, the extracted domain would be homedepot.com. From there, the organization can establish that the individual (likely) works for the Home Depot, and update its records accordingly.

  • Step #3: Database Matching

    From there, transaction records for individuals who do provide corporate emails are scanned against known matching gift suppliers. This is generally done using a matching gift database (complete with guidelines and documentation for thousands of participating companies) or a list of top companies to uncover vital employment and eligibility insights.

    Then, donors whose email domains match with participating companies are identified as potentially eligible for matching gifts!

  • Step #4: Retrieval of Company Info

    For each eligible donor, the organization or software retrieves employer-specific matching gift information. These insights generally include minimum and maximum donation amounts, match ratios, submission deadlines, and direct links to online request forms based on the company extracted from the individual’s corporate email address.

  • Step #5: Personalized Donor Outreach

    Once matching gift information is retrieved, the organization or software solution generates targeted communications for eligible donors. (Hint: if you’re looking to save staff time, an automation tool is a must-have!)

    These communications should inform donors about their eligibility for matching gifts and provide guidance on how the recipient can initiate the matching gift process. Whenever possible, this should include instructions on how to submit a match, any relevant forms or links, and additional documentation required by the employer.

Email domain screening process

Supercharge matching gifts with email domain screening from Double the Donation.

How Email Domain Screening Uncovers More Matching Gifts

Email domain screening can significantly benefit an organization’s matching gift strategy. In fact, vetting donations made using a corporate email address can result in tons of new donors being flagged as matching gift eligible. All in all, that leads to more than a 1% increase in total revenue for nonprofits each year.

Let’s see what this means by the numbers for a few types of organizations:

  • Small nonprofits ⁠raising $100,000–$250,000 a year ⁠tend to see a return of $1,000 to $2,500 from email domain screening.
  • Medium nonprofits ⁠raising between $250,000 and $1 million a year ⁠⁠tend to see a return of $2,500 to $10,000 from email domain screening.
  • Large nonprofits ⁠raising over $1 million a year ⁠tend to see a return of $10,000 or more from email domain screening.

But the benefits don’t end there, either! In addition to direct financial returns, email domain screening also empowers fundraisers to…

  • Learn more about the supporters in their networks while building out increasingly well-rounded donor profiles
  • Encourage individual donors to take advantage of available corporate matching gift opportunities
  • Implement tailored communications using employment insights gathered from corporate email addresses
  • Maximize fundraising performance by streamlining the matching gift identification process
  • Allocate resources more efficiently, freeing up staff time to focus on other valuable fundraising and mission-relevant activities
  • Identify some of their most valuable corporate partners with which they share key audiences

Email domain screening helps identify matching gifts

The best part is that, with the right matching gift software, conducting an email domain screening requires little to no added effort from a nonprofit’s fundraising team. By enlisting this strategy to uncover more match-eligible gifts, organizations like yours can amplify their impact and achieve their goals more effectively than ever before.

Other Ways to Identify Matching Gift Opportunities

So far, we’ve talked a lot about email domain screening in this guide⁠. And while it’s a sound strategy for organizations looking to give their matching gift efforts a boost, it’s certainly not the only way to determine donors’ eligibility.

On average, nonprofits report that between 5% and 7% of donors use corporate email domains when completing their initial gifts. So, what can you do to supplement domain screening and engage with the remaining portion of your supporter base?

Let’s quickly walk through some other leading ways nonprofits can uncover matching gifts from within their networks. Keep in mind that the more screening mechanisms you enlist, the greater the likelihood that you’ll capture every opportunity without letting matches fall astray.

Enlisting multiple identification methods allows fundraisers to identify up to 30% more match-eligible donors.

Source: https://doublethedonation.com/matching-gift-statistics/

The benefits of using email domain screening along with other identification methods

1. Embed a company search tool on your donation form.

Make it as easy as possible for donors to provide employment information directly as they give⁠—even if they opt not to use a corporate email address. When an individual makes a contribution through your online donation form, ensure they encounter a field where they can input the name of the company they work for. Even better would be an auto-completing search tool, such as the one powered by Double the Donation!

In addition to email domain screening, a company search tool can help identify matching gifts

(P.S. Our company database search tool integrates with nearly all leading donation platforms and CRMs, making it a seamless opportunity to connect the solutions.)

DIVE INTO THE MOST COMPREHENSIVE MATCHING GIFT DATABASE

2. Add a matching gift widget to your confirmation screen.

After donors complete their gifts, they’ll generally be directed to a confirmation page on your site. Here, they should be thanked for their gift and provided with recommended next steps. And when you incorporate a matching gift tool on your confirmation screen, donors will have yet another chance to supply employment data.

Such a widget allows each donor to quickly search for their employer’s matching gift program by typing in the business name. If a program from their employing company is found, the individual can be marked as match-eligible in real time and encouraged to complete a matching gift request on your behalf.

Besides email domain screening, your confirmation page is another great place to identify matching gifts

FIND OUT HOW YOU CAN IMPLEMENT MATCHING GIFTS IN THE DONATION PROCESS

3. Enlist email follow-up outreach.

Following a donor’s contribution, send a personalized follow-up email thanking them for their support and inviting them to provide their employment information if they haven’t already.

This email should also supply instructions on how donors can uncover their own eligibility⁠—such as by reaching out to their company’s HR department or CSR team.

After email domain screening, follow up with a tailored matching gift reminder

EXPLORE TIPS AND TRICKS FOR MARKETING MATCHING GIFTS IN EMAIL COMMUNICATIONS

4. Consider an employer append service.

Regardless of the methods you use to collect employment information and identify match-eligible gifts, you’re going to have some gaps in your donor records. And that’s where a data enhancement service⁠—specifically an employer append⁠—can come in handy.

All you need to do is partner with a data appends provider and supply the company with the information you have in your existing records. From there, the appending company conducts a variety of enrichment processes to augment each profile with fresh insights gleaned from a wide array of data sources⁠—including employment information and matching gift eligibility.

Besides email domain screening, a data append is another great way to identify matching gifts

SEE HOW YOU CAN APPEND EMPLOYER DATA TO YOUR DONOR RECORDS

5. Conduct a bulk matching gift screening.

If you already have accurate and up-to-date employment information for your donors, there’s another type of data enhancement service you can consider. That’s a bulk matching gift screening, where you provide an appends provider with your donors’ names, the companies they work for, and other data insights. Then, the appending company screens your donor profiles against its database of matching gift information and indicates each individual’s likely matching gift eligibility.

Besides email domain screening, a bulk match screening is another great way to identify matching gifts

LEARN MORE ABOUT OUR BULK MATCHING GIFT SCREENING SERVICES

Wrapping Up

Email domain screening offers nonprofits an invaluable opportunity to uncover more matching gifts and transform their fundraising endeavors. By utilizing this technology, organizations like yours can tap into the vast pool of matching gift opportunities provided by corporate employers.

In doing so, you’ll reap benefits like streamlined identification practices (driving operational efficiency), heightened donor engagement, and increased revenue for your mission.

Interested in learning more about matching gifts and other fundraising strategies? Check out these recommended resources:

Take email domain screening and other match efforts to new heights with Double the Donation.

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5 Political Campaign Lessons That Nonprofits Can Learn From

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

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

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

1. Time is of the Essence

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

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

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

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

2. Public Opinion is Paramount

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

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

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

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

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

3. Volunteers are Drivers of Change

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

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

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

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

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

4. Digital Channels Make a Difference

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

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

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

5. Mobilization Requires Multiple Touchpoints

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

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

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

Applying These Lessons to Matching Gift Fundraising

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

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

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

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

Person using data storytelling to present their findings.

5 Noteworthy Benefits of Effective Data Storytelling

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According to Steve Jobs, “The most powerful person in the world is the storyteller. The storyteller sets the vision, values & agenda of an entire generation that is to come.”

Good stories are backed by hard data. Translating collected data or evidence into a compelling and insightful narrative is known as data storytelling. The skill combines visualization, contextualization, and narrative techniques to engage, inform, or inspire a predefined audience. 

In this guide, we’ll explore some noteworthy advantages of effective data storytelling and provide strategies for how your team can start implementing it. Let’s dive in!

Builds trust

Data storytelling weaves your organization’s insights into a credible, comprehensible narrative that can increase trust among your team members, external partners, and the population you serve. Over time, this confidence can empower your organization to accomplish the following objectives:

  • Pivot internal strategies. When making changes to your internal organization’s structure or objectives, it’s essential to present the data that backs up each of these decisions. For instance, a nonprofit may use insights from its donor database to indicate a need for an improved donor retention strategy that addresses high rates of donor churn.
  • Recruit and retain talent. Effective data storytelling enables organizations to highlight their achievements to attract more top talent. By continuing to value data-driven decision-making, you can then set the tone for new team members to adopt the same evidence-backed processes in their work.
  • Maintain credibility. From the external stakeholder perspective, data-driven narratives indicate that your organization is trustworthy. For this reason, nonprofits use an annual report to break down their operations’ success and tangible outcomes.
  • Gather support. Data-driven proposals are often the foundation that investor relations and fundraising requests stand on. For instance, a nonprofit aiding in disaster relief could indicate that a donation of $50 could allow them to provide 10 emergency blankets, 12 hygiene kits, and seven disaster clean-up kits.

A culture of data storytelling opens the door to increased trust across several fronts while ensuring your team remains transparent and accountable. For nonprofits especially, using data storytelling to display your funds indicates professionalism and credibility. In turn, this can result in more matched donations, volunteer support, and a greater missional impact overall.

Data Storytelling Contextualizes Experiences

Data storytelling takes the audience beyond raw statistics to understand how an organization’s operational changes produce tangible, positive outcomes. These anecdotes, backed by your findings, can come in different shapes and sizes. Here are a few variations to consider across separate industries:

  • Customer profiles. Data narratives help organizations better understand the people they serve. For instance, healthcare organizations can use data narratives from a robust analytics platform to compare their patient’s health to the overall population. This way, they can access additional context related to their patient needs.
  • Before and after stories. Comparing data before and after a major project or transition can help accurately frame progress, recenter strategies, and celebrate successes. For example, a healthcare organization may compare its patient care quality before and after implementing a new electronic health record (EHR) workflow.
  • Stories from the field. Frontline perspectives provide context to abstract data points and can emphasize their findings. These “boots on the ground” stories help organizations zoom in on their data to measure intangible impact. That’s why considering your team’s experiences alongside your collected data can add new insights into your organization’s challenges or needs.
  • Testimonials. These stories have incredible utility to expand your organization’s impact. A personal story can help you connect with your donors, customers, or patients in a way that resonates and brings in more support.

Data storytelling adds color to your organization’s raw findings to emphasize your impact. As a result, the contextualized data can evoke empathy and inspire necessary action.

Creates meaning

Organizations prioritizing corporate citizenship measure their success with return on investment (ROI) and their social impact. Data storytelling helps audience members understand the significance of an organization’s initiatives. Let’s look at a couple of examples from different perspectives:

  • Stakeholders. If your organization relies on the support of corporate sponsors, data narratives can help ground your performance and persuade stakeholders to invest. For example, a well-designed infographic explaining your organization’s impact may convince nonprofit donors may increase their donation amounts.
  • Customers. Measured data points point out the tangible differences an organization’s efforts have made in a customer’s journey. For instance, a company may promote its client satisfaction scores to strengthen its existing customer relationships and appeal to new customers.
  • Administrators and staff. Sharing data-backed stories that illustrate the positive outcomes resulting from administrative expertise and responsibility can motivate team members to celebrate their progress and continue working toward their organizational goals.

When used with the right audience in mind, data storytelling translates collected data into understandable impact that can inspire motivation and gratitude.

Visualizes outcomes

Data storytelling can illustrate trends, progress, and outcomes clearly and compellingly. Visual representations of data make complex information more digestible and memorable, allowing stakeholders to grasp the impact of an organization’s work quickly.

You can use a wide variety of visualization tools such as charts, infographics, flowcharts, or even interactive solutions to frame your data. As an example, Arcadia uses dashboards to visualize healthcare outcomes and opportunities. When similar tools are used effectively, they can help organizations of all kinds by:

  • Monitoring operational performance. Real-time dashboards keep up with current trends and help monitor internal performance fluctuation so that leadership can get a better understanding of areas of improvement.
  • Keeping tabs on costs and resources. A cost-tracking dashboard measures expenses over time, compares your budget to economic trends, and provides cost-allocation insights. Typically these dashboards are housed within an accounting software or expense management system or within a CRM.
  • Graphing larger trends. Tools like Tableau or Google Looker Studio can assist with trend graphing to place internal initiatives in context. For instance, many organizations rely on predictive analytics to forecast future trends based on historical data.

The right tools can help you keep track of your resources so that you never skip a beat. This applies in the nonprofit sector as well. For example, a matching gift software vendor can visualize your matching gift goals and track your fundraising efforts in real time. As a result, nonprofits can clearly predict their matching gift revenue over time.

Unifies collaborators

Data storytelling fosters a sense of shared mission and purpose that can get team members on the same page. Leverage dedicated employee engagement tools to gather more data that unifies your team, including:

  • Recognition platforms. Motivate your team members with meaningful recognition from managers and peers. With these platforms, you can turn a staff member’s successful KPIs into positive kudos.
  • Feedback-based platforms. Providing consistent and measured feedback can turn an employee’s core metrics into productive conversations that keep all parties informed and aligned on expectations and next steps.
  • Internal communication and project management platforms. These solutions help your team set achievable growth goals and contextualize progress. This way, with every new touchpoint, you’ll be able to see the full story of your team’s improvement.

Contextualizing your internal metrics can lead to increased engagement and team member satisfaction. Over time, this evidence-backed conversation helps provide a common language and understanding of the team’s goals and achievements.

The value of data storytelling can be measured throughout several different industries—nonprofit, business, healthcare, education, and more. As you learn to weave your raw data into inspiring narratives, you can not only unlock the potential for informed decision-making but also create a bridge between complex data and organizational impact.

Graphic of a woman playing golf next to the title of the article.

Creative Marketing Ideas for Charity Golf Tournaments

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As a nonprofit professional, you likely already understand the importance of marketing in collecting funds and making your cause known. From attracting donors and pursuing matching gift opportunities to promoting your services to your target audience, marketing is a key strategy for successful nonprofits.

Your nonprofit’s fundraising events are no different. Successfully marketing your fundraiser is crucial to the event’s success, not to mention positive fundraising outcomes, and gets your community excited about participating.

When it comes to your charity golf tournament, it’s important to cast a wide net to attract new supporters to your cause. Golf events have a unique appeal. The sport is more popular than ever, so getting the word out about your golf fundraiser lets folks know that they can play the game they love while supporting a great cause.

Ready? Start spreading the word about your golf fundraiser today with these five creative marketing tips:

Without further ado, let’s dive in with our first recommendation.

1. Use an Event Website

An event website for your charity golf tournament serves as the homepage for the event and where folks can go to find more information and get involved. Customize the site with pertinent information about your nonprofit, its mission, and what the tournament is raising funds for. It’s also a good idea to include the tournament’s schedule, recognize sponsors, and give visitors the chance to donate.

And if you’re going to incorporate matching gifts in your event strategy (which you should!), you’ll want to ensure your site is equipped with matching gift information, too.

Sample matching gifts page on a nonprofit website

Interested in learning more about how corporate donation-matching can play a role in your event strategy? Jump to the bonus section now!

The best thing about an event website is that it makes promotion as simple as sharing a link in all your online channels—social media, email campaigns, your nonprofit’s website, or even online ads. You’ll also end up saving a ton of time by collecting registrations and selling sponsorships right on the website.

2. Choose a Memorable Event Name

A catchy tournament name is a great way to brand the event and your marketing campaign. A tournament logo is another option you can leverage in a variety of ways to help connect folks to the event and what it’s raising money for. For example, use the tournament logo and its branding on t-shirts for organizers and volunteers, hole signage, banners, email campaigns, promotional graphics, giveaways, and more. Of course, it should be front and center on the event website.

Get your planning team, staff, or board together for a brainstorming session to settle on a tournament name that makes a lasting impression. Some ideas to get your creative juices flowing might include:

  • Swing Fore the Kids
  • Putts Fore Pets
  • Fairway to Heaven
  • Putting for Miracles
  • Teeing Up Hope
  • Holes Fore Heroes
  • Scramble for a Cure

If you’d rather stick to a traditional tournament name, such as a “Charity Golf Classic” or “Memorial Golf Tournament” that’s perfectly fine—but consider a specific tournament logo that makes your event stand out.

3. Incorporate Gamification Elements

Competition is a natural part of a charity golf tournament. You can leverage friendly competition in your marketing to help engage supporters about your event. In fact, integrating gamification into your golf tournament gets supporters and participants invested before they even tee off. Try these gamification ideas to get started!

Use a fundraising thermometer or donation tracker on your event website and in social media materials. Post updates and graphics in the days and weeks leading up to the tournament so people can see how their donation can help move the needle towards your goal.

Launch a contest to encourage people to recruit additional teams to play in the tournament. Not only does this help spread awareness about your tournament and cause, but you can stoke a little friendly competition by offering prizes to those who bring in the most number of teams. You might offer mulligans, raffle tickets, and drink tickets as prizes.

Implement user-generated content challenges. Leveraging user-generated content in your marketing provides a great opportunity to broaden your campaign’s reach. For example, you could have golfers share posts with a photo of their teams in the lead-up to the event and have social media followers vote on their favorite team names or costumes by liking, commenting, or sharing posts.

Add an auction to your tournament and promote it in your pre-tournament marketing. Silent and live auctions can certainly be competitive—in the best way possible—because they drive more dollars for your nonprofit. High-end prizes like a donated stay-and-play opportunity at a destination golf club get donors excited and engaged before, during, and after the golf tournament.

4. Collaborate With Local Celebrities & Influencers

Influencer marketing is another tool in your nonprofit toolkit to spread awareness about your nonprofit and your golf event to new audiences who otherwise might not have known about it. Plus, online channels have made it easier than ever to connect with celebrities and influences who can help amplify your event. Consider these options:

  • Local celebrities. You don’t have to have A-list celebrities involved to make an impact. Local celebrities, like the mayor, local news anchor or meteorologist, radio personality or host, community sports team, or well-known business owner, are more accessible and can add a draw to your fundraiser. It’s a win-win—you’ll get great exposure and they’ll be publicly associated with a great cause.
  • Social media influencers. Whether you’re connecting with influencers in the nonprofit sector, the golf world, or in your local area, you can improve your event’s visibility with social media partnerships. NXUnite’s list of nonprofit influencers is a great resource for learning more about the nonprofit influencer space.

Once you’ve made contact with them, work together to outline a mutually beneficial partnership. Perhaps in exchange for promoting your tournament on their socials and appearing at the event, they receive a complimentary team registration or two. Consider devoting a specific part of the event to the VIP, such as a hole-in-one contest hosted by them or a signed raffle prize or auction item donated by them. Highlight their presence in your marketing materials to get the most out of the partnership.

5. Leverage Cause Marketing With Corporate Sponsors

You might think of sponsorships primarily in the context of monetary donations. But in fact, you can leverage your corporate partnerships for marketing purposes, too. Cause marketing is marketing carried out by a for-profit business to advance a charitable cause or better society—in this case, your charity golf tournament.

Reach out to your nonprofit’s current corporate partners with a mutually beneficial proposal, providing positive exposure and outcomes for both parties. Your matching gift software can help here, too, when you use donor employment insights to identify top prospects for marketing partnerships.

Identify corporate partnerships with Double the Donation's top companies feature

Then, much like with influencer marketing, think of ways to sweeten the deal in exchange for their partnership, like offering a complimentary team registration for promoting the tournament to their employees or clients.

If leveraging corporate sponsorships isn’t an option for your nonprofit, you might consider offering sponsorship packages for your golf tournament that include cause marketing components. For example, a local business might underwrite paid social media campaigns or television or radio spots in exchange for exposure to your tournament’s field. GolfStatus recommends targeting businesses that are interested in getting in front of the golfer demographic. In either case, you should work closely with the sponsor or partner to determine how you can meet each other’s needs.

Bonus: Double Event Donations with Matching Gifts

As a nonprofit fundraiser, you’re surely looking to get the biggest bang for your buck with your upcoming golf event. Fortunately, integrating employee matching gifts into your overall fundraising strategy can go a long way. And there are a few key ways to do so. These include:

  • Matching event donations — Any gifts contributed above and beyond an event ticket cost or registration fee can typically be matched by individuals’ employers as usual. Just let your donors know that they should complete the matching gift request process for their company. You can even use a matching gift database like Double the Donation to supply supporters with employer-specific submission forms, guidelines, and more.
  • Matching the tax-deductible portion of event tickets — The cost of an event ticket or registration fee might be match-eligible, too! However, this process may be a bit more nuanced depending on the individual’s employing company. While the donation portion of the transaction (which is also the tax-deductible amount) will likely qualify for a match, the event’s fair market value will typically need to be deducted from the payment total.

Matching gifts for charity golf tournaments

Corporate matching gifts not only supply nonprofits and their events with an additional source of fundraising revenue, but they also incentivize greater individual generosity. In fact, Double the Donation studies indicate that 84% of donors are more likely to give if a match is offered (resulting in a 71% increase in response rate). At the same time, 1 in 3 donors would give a larger gift if a match were available, leading to a 51% increase in average gift size.

In other words, incorporating matching gifts is one of the best ways to supercharge your efforts and bring your fundraising event success to new heights.

Wrapping Up

Once you have a date and location locked in for your charity golf tournament, you’ll want to start planning your marketing efforts so you can start gaining traction as soon as possible. Your planning team should play a crucial role in marketing your golf tournament. You might even appoint someone to take charge of marketing efforts to ensure campaigns are moving forward. A robust marketing campaign is critical to the success of your golf tournament.

Uncover how to double donations for your nonprofit in our guide to matching gifts. Download now!

The Complete Guide to Celebrating Matching Gift Month

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

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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 360MatchPro 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.)

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Matching gift month sample graphic
An overview of the matching gifts process to share for Matching Gift Month
Sample Matching Gift Month graphic
Matching gift month sample graphic
Matching gift month sample graphic
Sample Matching Gift Month graphic
Sample Matching Gift Month graphic
Sample Matching Gift Month graphic

360MatchPro 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 here, including an overview of unclaimed funding and a wide range of participating companies.

Check out these examples:

65%

of Fortune 500 companies offer matching gift programs.

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.

BROWSE OTHER MATCHING GIFT STATISTICS HERE

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 360MatchPro’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 360MatchPro’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 360MatchPro) 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, 360MatchPro by 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!

Celebrating matching gift month with matching gift software

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%.

CLICK HERE TO REQUEST A PERSONALIZED 360MATCHPRO DEMO

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?

GET THE CASE STUDIES HERE

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

Matching Gift Programs Additional Resources for Matching Gift Month

Dive into the basics and beyond with this complete guide to corporate matching gift programs.

Find out everything from common guidelines and well-known programs to streamlining your efforts with matching gift software.

READ NOW

How to Encourage Matching Gifts

How to Encourage Matching Gift Requests This Match Month

Not all match-eligible donors will complete their submission processes right away. Discover several impactful strategies for driving more matches to completion with this smart guide.

Then, incorporate these methods to raise more!

READ NOW

eBook: Matching Gift Marketing

The Ultimate Guide to Marketing Matching Gifts This Match Month

Learn everything there is to know about marketing matching gift programs effectively with our free downloadable resource.

This guide covers top strategies for raising awareness and elevating matching gift fundraising with ease.

READ NOW

Mastering Donor Retention: How to Build a Stewardship Matrix

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Nonprofits thrive on the generosity of committed donors, whose loyalty funds their mission-related work year after year. Not only do returning donors provide reliable support for nonprofits, but they also give 42% more than one-time donors on average.

But with retention rates hovering around 40% in recent years, your organization needs a clear plan for keeping your donors coming back. In this guide, we’ll explore how you can do just that by discussing a stewardship matrix in the following topics:

This means donor retention is not just a technique to raise more—it’s a necessity for fulfilling nonprofit missions! Let’s get started by defining a stewardship matrix.

Learn more about matching gifts to incorporate them into your stewardship matrix.

What is a stewardship matrix?


A donor stewardship matrix is an outline of the method and cadence your nonprofit will use when reaching out to donors. This stewardship plan standardizes outreach by establishing a dedicated timeframe for engaging each donor.

As a nonprofit professional, you’re likely familiar with stewarding donors, or the process of building relationships with donors after they contribute to your organization. While there are plenty of tips available for nonprofit leaders about engaging donors more deeply, the only way to successfully master stewardship is with a comprehensive plan.

To prepare a donor stewardship matrix, your nonprofit will need to evaluate the following:

An infographic listing statistics about donor segments, communication channels, and timelines, which are discussed in the text below.

  • Donor segments: Know the different appeals donors need to hear. For example, 40% of Millennial donors are enrolled in a monthly giving program and 52% are more likely to give monthly than to make one large donation. Your nonprofit might plan to promote monthly giving to this segment to increase the chances of these donors giving.
  • Communication channels: 48% of donors say that regular email communications are most likely to keep them engaged and inspire repeat donations, followed by social media (18%), print (16%), handwritten notes (12%), and phone calls (6%). Leverage these channels accordingly to reach donors in a way they’re likely to respond to.
  • Timeline: Knowing when and how frequently donors prefer to give can guide your requests. 94% of recurring donors prefer to give monthly, 3% weekly, 2% annually, and 1% quarterly.

When taking these details into account, your nonprofit can create personalized and meaningful communications for specific audiences. Let’s take a closer look at how to develop a stewardship plan.

How to create a donor stewardship plan


Acknowledging the need to steward donors is just step one. To craft a stewardship plan that effectively engages donors and secures their long-term support, follow these steps.

Segment your donors.

Your nonprofit’s stewardship efforts are based on its donor composition, meaning you must learn about the individuals that make up your supporter base to cultivate meaningful relationships with them. Start with an overview of your supporter base by visualizing donors’ current engagement levels in a pyramid format.

An example of a donor pyramid, which can be used to develop a stewardship matrix.

Your donor pyramid will be unique to your organization, but it can generally include first-time, recurring, and major donors. Keep in mind that the goal of your donor stewardship plan is to move supporters from lower levels of the pyramid to higher levels.

Along with these categories of giving levels, identify shared characteristics among your donors and group them into donor segments accordingly. Donors’ preferences and interests can help you more accurately target your outreach to appeal to them individually. Some common determinants of donor segments include:

  • Demographics
  • Involvement history
  • Communication preferences

To create these segments, you’ll need thorough and accurate donor data. Collect information about your donors through surveys, donation forms, conversations at a fundraising event, or by hiring a data appending service. Then, implement a standardized process for inputting data into your nonprofit’s database. Ensure it stays up-to-date over time and free of errors or duplicate entries.

Determine communication types.

Using what you know about your donors, start developing ideas about how to best engage each group. You’ll need a well-rounded approach to successfully move donors up the pyramid. Consider including the following types of communication:

The communication types in a stewardship matrix propelling donors through the donor pyramid.

  • Acknowledgment: Let donors know their involvement is noticed and appreciated by your nonprofit to immediately connect with them upon engaging with your organization.
  • Recognition: Take acknowledgment a step further by thanking donors specifically for their contributions. Remind them that your mission would be impossible without them and make them feel like an integral part of your work.
  • Reporting: 41% of donors say they would give again if they received personalized outreach on the impact of their support. Show supporters what their donations have accomplished to help them feel valuable to your organization, and show them what additional donations could accomplish to inspire further support.
  • Ongoing engagement: Develop a plan for ongoing engagement that accounts for donor feedback. This includes direct donor engagement strategies, like inviting them to continue their involvement in a specific way, as well as opportunities for donors’ voices to be heard, like feedback surveys.

Your stewardship matrix will only be complete with several types of communication since a variety of messages are needed throughout the donor lifecycle to engage them in different phases of giving. Keep your donor segments in mind as you establish these communication types and determine which messaging each group would prefer to hear.

Brainstorm stewardship activities.

Narrow your stewardship strategy by getting specific with the actions you’ll take to send these messages. Within the above categories of communication types, create specific activities to deepen donors’ connections with your organization. Some highly engaging ideas include:

  • Sending eCards for any occasion
  • Offering other involvement opportunities
  • Sharing impact reports
  • Soliciting feedback

To make these activities even more engaging, plan messages outside of your typical donation request or follow-up. For example, a fun eCard on a donor’s birthday can show that you care about them as individuals, not just ATMs with legs.

Outline a donor stewardship matrix.

After establishing your donor segments and developing a list of activities to engage them, your nonprofit can officially create its donor stewardship matrix.

Break down your activities into the different types of communication we discussed earlier and create a timeline for when those communications will be sent out. While your donor stewardship plan will be unique to your nonprofit and its supporter base, you can use the following template and steps as a guide to organize your communications:

An example of a stewardship matrix template.

  1. List out your communication types. These are the focuses of communication you outlined after donor segmentation, such as recognition or reporting.
  2. Assign activities to each communication. Create communication activities to achieve each of the goals listed in the previous step.
  3. Specify a timeline for each activity. Determine a deadline for each activity to be completed that ensures maximum engagement. For example, you’ll want to thank a donor within 24 hours of receiving their donation to show you value their gift and keep your organization top of mind.
  4. Assign donor segments with activities. List out your groups of donors and mark which ones should be engaged with each activity. For example, a welcome email would help first-time donors feel welcomed into your organization, but this wouldn’t apply to recurring donors who have been part of your nonprofit for years.

Remember that this donor stewardship plan will integrate with your organization’s overall communications strategy. Be careful not to overwhelm donors by ambushing their inboxes with thank-yous, donation appeals, and other communications.

The best way to organize your communications plan is to designate a specific stewardship committee within your marketing team. This way, those in charge of your stewardship plan will have an understanding of your overall communications and the resources to coordinate with your communications team so that the timing is well-planned.

Implement your donor stewardship plan.

After explicitly laying out your stewardship matrix, it’s time to put your plan into action! Immediately begin the process with newly-acquired donors and track your communications with them.

For existing supporters, use your newly created donor segments to launch stewardship efforts with them, as well. Be careful to track each communication and add special notes about interactions where relevant. This way, you’ll get to know your supporters even better and track their engagement with your organization over time.

Stewardship matrix best practices


Consider these additional tips for making the most of your stewardship matrix.

Regularly qualify your donors.

Imagine this: Sally, a senior in college, is a new donor who contributed to your nonprofit for the first time this year. You successfully steward her, and she continues to give frequently for the next five years.

A lot can change in five years, which is why you’ll need to re-evaluate your donor segments over time to ensure each donor is properly categorized. Sally, for example, might enter an entirely new segment after graduating college, getting a new job, and potentially going through other life changes, such as moving to a new city.

An image representing donor qualification, which nonprofits use when re-evaluating their stewardship matrix.

Donor qualification is the process of analyzing your donor segments and allows your nonprofit to keep an eye on its changing donor base. Ultimately, you’ll be able to uncover new stewardship opportunities by keeping track of donors’ life changes, not only by properly segmenting them but also by knowing them on a personal level.

Re-evaluate your plan over time.

Stewardship is a cycle in that as you learn more about donors through your donor stewardship plan, your activities and efforts should evolve. Regularly evaluate which areas can be improved and how you can strengthen relationships with your donors.

To do this, gather feedback from donors and your stewardship team. Donors can provide insight into how your current stewardship plan makes them feel, but your team’s feedback is similarly necessary for determining how their roles impact your plan and what areas for improvement they’ve identified.

Create giving societies.

Make it easy for donors to increase their engagement with clearly defined giving societies. Establish a donation amount required for membership (or an annual membership fee) to encourage donors to give more. In exchange, they’ll receive benefits associated with the membership, such as exclusive merchandise branded to your organization or access to VIP events.

By incorporating giving societies into your stewardship strategy, you’ll add an element of prestige to donating. Plus, this helps to cultivate a stronger community of supporters when members mingle at events and get to know each other better.

Tools for increased donor stewardship


While a thoughtful stewardship plan can significantly improve donor retention, the right tools can supplement your plan by streamlining your efforts.

Donor-facing technology

Whether your stewardship communications prompt donors to take a certain action or simply information, you’ll need to ensure they can receive your message and act on it easily. Consider the following donor-facing tools for your strategy:

  • eCards: Make your communications more engaging with digital greeting cards branded to your organization. These cards, typically sent via email, can be sent for any purpose, including celebrating holidays, acknowledging donations, or even collecting donations when supporters send eCards to friends and family members in exchange for a small donation to your nonprofit.
  • Accessible website: Many of your communications will send donors back to your website since it’s a hub for all the most important information about your nonprofit. Ensure your website is easy to navigate and follows your stewardship strategies, using elements such as beneficiary testimonials to make donors feel valued and important.
  • Matching gift auto-submission: Matching gifts are a proven way to engage donors, with 84% of donors saying they’re more willing to donate if a match is offered. Embedding an auto-submission tool on your nonprofit’s website makes it easy for donors to check their eligibility and submit a match request, instantly doubling or tripling the impact of their gift.

In addition to making match requests a breeze, auto-submission tools can further show donors that you’re working to maximize their gifts and drive real impact with every contribution, especially when paired with background information about the significance of a matching gift program. For more information on how to leverage such a tool, watch the video below:

Data management tools

To create donor segments and ultimately plan communications for your unique supporter base, you’ll need organized data in an easily navigable platform. Consider investing in a constituent relationship management (CRM) solution to manage your donor data and details about their contributions.

Depending on the solution you choose, some CRMs even automate many of the stewardship processes for you, such as donor segmentation or sending communications. These tools can even compile reports to make it easier for your nonprofit to draw insights from your donor data.

Online giving software

Various giving tools can make online donating easier for your donors by creating donation forms, safely processing payments, and automating donation receipts. According to Getting Attention, these tools can also simplify donor data collection for your nonprofit by collecting contact information, giving preferences, and other important details.

Next steps for your donor stewardship plan

With a stewardship matrix, your nonprofit has a powerful and unique tool for donor retention. It unlocks your ability to deepen relationships with supporters and ultimately raise more, decreasing the chances of donors lapsing over time.

Be careful not to neglect this tool as your supporter base grows and evolves. To effectively steward donors, your plan must also grow and evolve. Use the right technology, leverage valuable donor data, and always look ahead to identify other opportunities for engagement.

For more ideas and expert tips on stewardship strategies, check out these additional resources:

  • How to Start A Donor Retention Program for Your Nonprofit. Now that you’ve learned everything you need to know about creating a stewardship plan, expand your efforts by establishing a complete retention program. Learn everything you need to know to get started in this guide.
  • What Is Phone Number Appending? How the Process Works. Accurate donor data is crucial to every donor stewardship plan. Explore this guide to phone number appending so you can ensure your nonprofit has access to the most up-to-date contact information for each supporter.
  • Matching Gift Videos | Examples and Best Practices. Donors are more willing to give (and willing to give more!) when they know their gifts will be matched. Learn how to promote matching gifts to donors and encourage them to deepen their involvement with your nonprofit!

Get a demo to explore how Double the Donation’s software can enhance your donor stewardship plan.

Learn how a Google Grants agency can transform your digital marketing.

Hiring a Google Grants Agency in 2024: A Guide & 8 Agencies

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Through the Google Ad Grants program, nonprofits have the potential to amplify their marketing and connect with prospects searching for causes like theirs. The program empowers nonprofits to share their missions with people around the globe, but only if they’re strategic about how they allocate their funds.

Google Ad Grant agencies dedicate their time to helping nonprofits make the most of the opportunity. From applying for the program to pinpointing the right keywords, they cover every aspect of the process and eliminate the learning curve that comes with this opportunity. That way, you can focus on pursuing your mission and engaging the new constituents you connect with through your ad campaigns.

Whether you’re just now learning about Google Ad Grants or you’re looking to refresh your account management strategies, a Google Grants agency knows what it takes to keep your account compliant and make your ad campaigns excel. To help you effectively leverage your grant money, we’ll cover everything you need to know, from the basics of the program to our recommended Google Grants agencies that will help you make the most of your $10,000 every month. Here’s what we’ll cover:

Here at Double the Donation, we spend plenty of time working with nonprofits to maximize their fundraising revenue and make a greater impact on their causes. We’ve seen organizations do some pretty incredible things for their missions when they put thought behind their fundraising strategies and leverage corporate giving programs like Google’s. While we work exclusively with matching gifts, other powerful funding opportunities like Google Ad Grants impact the difference an organization can make, so let’s explore how specialized agencies can streamline that.

To improve your Google Ad Grants management, get started with our recommended Google Grants agency: Getting Attention.

An Overview of Google Ad Grants Management

Before researching specific Google Grants agencies, make sure you know what Google is offering eligible nonprofits through the program. This will help you understand whether outsourcing the work to a professional is the right move. If you’re already well-versed in Google Ad Grants, feel free to jump ahead to learn how an agency fits into your strategies.

What is the Google Ad Grant?

The Google Ad Grants program is a corporate giving initiative that gives 501(c)(3) organizations $10,000 every month to spend on amplifying their pages in Google search results. That adds up to $120,000 every year that qualifying nonprofits can invest directly into marketing their missions.

Nonprofits pick the landing pages they’d like to amplify, then build ad campaigns that target different keywords related to their mission. The goal of the program is to help nonprofits scale their impact by getting in touch with more donors, volunteers, and advocates online.

So long as your nonprofit complies with the program’s guidelines, the grant will automatically renew each month. The program has pretty strict guidelines for eligibility and ongoing compliance. That’s why organizations typically outsource account management to Google Ad Grant agencies who will oversee their campaigns and ensure their accounts remain compliant.

Are Google Ad Grants worth it?

While it can be challenging to create winning ad campaigns, any organization can (and should) apply for the program. It’s $10,000 of free funding every month that can really amplify your cause if you allocate it strategically. With proper Google Ad Grants management, the program empowers all sorts of nonprofits to:

  • Increase online conversions such as event signups, donations, and volunteer registrations
  • Connect with lifelong supporters who are motivated by their cause
  • Bid on competitor’s keywords so their ads can show up alongside their listings
  • Build brand awareness and spread awareness for mission-centric operations like matching gifts

Effective account management from a Google Grants agency offers these competitive advantages.

To really make the most of the program, the best approach you can take is to have someone at your organization spend at least a few hours each week learning about Google Ad Grants management once you receive your funding. If you face limited staff bandwidth and can’t invest the time you want into creating your campaigns, you might want to outsource the work to a dedicated Google Ad Grant management agency.

Either way, $10,000 a month is a good chunk of change that will pale in comparison to the amount of staff time you spend or the money you pay an expert to manage your campaigns actively.

Why should I invest in Google Ad Grants management?

This Google Ad Grants impact report explains that the return nonprofits see can be incredible with proper Google Ad Grants management. In fact, search ads have the highest ROI for nonprofits using paid advertising among any other paid advertising platform.

With billions of search queries processed per day, Google is the world’s most popular search engine. Advertising your cause on Google can put you in touch with a world of prospects, and properly managing the grant means you can deliver the right content to these individuals.

When you first get started, there’s a huge learning curve you’ll have to overcome. Between conducting keyword research and keeping up with Google’s compliance standards, newcomers have a lot to learn! And with an already-busy schedule, your team might not have enough time to devote to managing your Google Ad Grant.

Investing in professional Google Ad Grants management can help you overcome the learning curve, so you can make the most of your grant money from the start. Especially when you work with a Google-certified agency, you’ll have access to the best advice possible and have a direct line line to Google in case something goes wrong with your account.

Bonus! If you want to learn more about the basics of the program, explore our beginner’s guide to Google Ad Grants. It breaks down the essentials of the program, so you can determine if it’s a smart move for your nonprofit.

How A Google Grants Agency Can Help

From determining your eligibility to finding the right keywords, there’s a lot that goes into effective Google Ad Grants management. That’s where a dedicated Google Grants agency comes into play.

Agencies will take the guesswork out of account management and help you develop winning campaigns that supercharge your marketing efforts. They spend all of their time understanding the program’s requirements and learning how to leverage relevant tools that will maximize their clients’ results. Specifically, they help nonprofits with the following:

  • Google Grant application. If you’ve yet to apply for the program, a dedicated agency will help you do so by creating your Google For Nonprofits account, getting verified by Percent, ensuring your website has promotable content, and submitting your application for review.
  • Keyword research. A Google Grants agency will help you develop ad campaigns that target the right keywords. They’ll spend plenty of time researching the keywords associated with your cause and pinpointing the ones that qualified prospects are searching online.
  • Campaign management. A healthy account will have anywhere from 3-5 campaigns going at once to drive results. An agency will actively track these campaigns, report on performance, and make adjustments to your online content to maximize results. Through Google Analytics and Google Tag Manager, they can create live dashboards and reports that keep you looped into your campaigns’ performance whenever you want.
  • Monthly compliance. The program’s guidelines are pretty extensive, and by not complying, your account will potentially be deactivated. One of the main priorities of your Google Ad Grants agency is to make sure you’re complying with the program’s guidelines at any given point. Some of these include maintaining a 5% clickthrough rate, avoiding single-word or generic keywords, and responding to the annual program survey. When you use a Google-certified agency, you’ll have access to the program’s latest guidelines, even if they haven’t been formally announced.
  • Landing page optimization. Your grant money will go to waste if the pages you’re promoting don’t inspire users to convert. Some agencies provide tips for improving your landing pages for campaigns to help boost traffic and conversions.
  • Reactivation if needed. Ideally, your Google Grants agency will help keep your account in good standing. However, things happen, especially considering the program has pretty strict guidelines. If your account ever lapses or gets suspended, your agency will help reactivate it. Better yet, an agency certified by Google will give you direct access to the Google Grants team, making it easier to resolve any issues.

These are some of the most common services you'll need from a Google Grants agency.

It’s best not to leave it up to chance. A Google Grants agency knows what it takes to create winning campaigns that inspire users to click through to your website. And like we mentioned, the money you spend on hiring a professional will be well worth it compared to the $10,000 in marketing money you’ll receive every month.

If you’re curious about any of these common services, Getting Attention’s Google Grant agency guide explores how agencies help nonprofits in-depth. That way, you can understand if investing in an agency is the right move for you.

Click here to explore the role a Google Grants manager plays in streamlining your ad campaigns.

Getting Started With A Google Ad Grant Agency

At this point, you’re almost ready to kickstart your buying journey and explore different agencies. As you explore your options, bear in mind that you should walk through a few steps to make sure you find a Google Grants agency that you can fully depend on to make the most of this CSR opportunity.

For instance, you’ll want to:

  1. Find Google Ad Grants agencies that meet your criteria. For one, many nonprofits look specifically for partners who are certified by Google. That’s because these professional Google Grants agencies have been vetted by the Google Grants team. When exploring these agencies, look for partners that offer services for the specific areas you need help with. For instance, if you want full transparency into your campaigns’ performance, double-check that your Google Ad Grant agency will provide comprehensive reports to your team. If you’re seeking help because your account’s been deactivated, make sure you find agencies that offer account reactivation services.
  2. Explore their website and offerings. An agency’s website is the first resource you can leverage to understand their approach and specializations. Read through their offerings thoroughly to make sure you agree with their approach. Oftentimes, an established agency might also include testimonials or case studies that display the work they’ve completed for their clients.
  3. Reach out to learn more about their approach to Google Ad Grant management. Before you decide to work with an agency, reach out to them to make sure they’re a good fit. This gives you the opportunity to ask any lingering questions and see if their team will mesh well with yours. Many agencies start with a complimentary audit of your account, so you can get a feel for what working with them will look like.

Finding the right Google Grants agency starts with these three steps.

By walking through these steps, you’ll be able to narrow down your options in no time. Remember, the right Google Ad Grants agency will act as an extension of your team and do everything it can to champion your cause. We recommend going with a Google-certified agency since these agencies demonstrate a clear understanding of the program. For reference, becoming a Google Partner involves requirements such as meeting a minimum optimization score of 70%, maintaining a 90-day ad spend of $10,000 USD across managed accounts, and being certified in Google Ads.

Whoever you choose, spending time to find a good fit up front will pay off in the long run as you’ll be able to fully rely on them to make the most of your grant money.

8 Recommended Google Ad Grants Agencies

To help simplify the extensive vetting process, we’ve put together a list of recommendations, so you can get an idea of which ones might be a good fit for your team. Each of these partners works with nonprofits to enhance their Google Ad Grants management and displays in-depth knowledge of the program’s requirements and opportunities. Use this list to narrow down your options and request their support as soon as you’re ready.

Getting Attention is our top recommended Google Ad Grant agency.

Getting Attention | Best All-Around Agency

Getting Attention specializes solely in Google Ad Grants management. They’re committed to maximizing your grant money, keeping your account compliant, and connecting you with lifelong prospects through powerful marketing campaigns. Backed by a team of seasoned professionals, they’ll act as an extension of your team and work with you to make sure you’re experiencing the results you expect. By managing every aspect of your Google Ad campaigns, they’ll help get your cause in front of qualified prospects who want to make an impact on your cause.

This agency is also a certified Google Partner, meaning the Google Ads team has personally reviewed their team’s abilities to manage Google Ad accounts properly. Their core services include:

  • Google Ad Grant Application. If you haven’t already applied for the program, let Getting Attention’s experts handle your application. They’ll check your eligibility for the program and walk you through every step necessary to get your account reviewed and accepted.
  • Campaign Management. They’ll maintain up to 5 active ad campaigns per month, do ample keyword research, consistently monitor ad performance, and make adjustments as needed. Not to mention, they’ll stay on top of reporting and pinpoint the most useful opportunities and goals for your team.
  • Ongoing Compliance. Proper Google Ad Grants management means staying on top of the latest rules. As Google Partners, Getting Attention is one of the first ones to hear about compliance rule updates, so you can keep your account in good standing.
  • Account Reactivation. Their team has extensive knowledge of the program’s compliance requirements. Plus, they have a direct line to the Google Grants team thanks to their certification. If your account is currently lapsed or ever gets suspended, they’ll get everything up to code, so you can continue amplifying your mission.

Getting Started With This Google Grants Agency

Getting Attention strives to be fully transparent with its clients, which is why they don’t charge any upfront fees and instead only charge a monthly fee of $500. Compared to the $10,000 in grant money they’ll secure for you, that’s a small price to pay for expert Google Ad Grants management, especially from a certified agency!

If you require additional services beyond what’s included in their pricing package, they’re open to discussing their experience with you to find a plan that will work. Reach out to discuss your needs with their team today.

Get a free consultation with Getting Attention!

While Nonprofits Source doesn’t do Google Ad Grant management, it does offer free educational resources about the program.

Nonprofits Source | Best Agency for Educational Resources

If you’re brand new to the Google Ad Grant program, the most vital thing you need in this stage is information, and that’s where Nonprofits Source steps in. This digital marketing agency empowers nonprofits to grow their digital footprints, and where it really stands out is its expansive educational library.

Know that they only offer general digital marketing services to nonprofits, though. These services include search engine optimization and web design. While they don’t manage Ad Grant accounts, they offer plenty of free resources about the program, such as:

  • An Ultimate Google Ad Grant Guide: Become a whiz on the program by learning the basics and how to use the Google Grant to launch your organization toward its digital marketing goals.
  • How to Apply for Google Grants: This guide walks through the key steps your nonprofit needs to take to acquire the Google Grant. It even shares pro tips for improving your website to drive more conversions with your ads.
  • Tips for Hiring A Google Grants Manager: If you still have questions about working with Google Grants agencies, this guide can answer your questions and give you additional recommendations for trusted agencies.

Exploring This Agency’s Resources

Check out Nonprofits Source’s blog for the latest tips in the nonprofit digital marketing world. In no time, you’ll be an expert! You can also partner with them for your SEO and website design needs.

Explore the Nonprofits Source blog!

DNL OmniMedia is a Google Grants agency that specializes in nonprofit technology.

DNL OmniMedia | Best Consultant for Nonprofit Technology

DNL OmniMedia is a nonprofit technology consultant. Their mission is to help your nonprofit leverage technology in ways that amplify your cause and focus on goals rather than getting bogged down with code and data. While they don’t specialize solely in Google Grants, they do offer services that will help enhance your Google Ad Grants management.

Their Google Ad Grants services include:

  • Google Grant strategy. DNL OmniMedia can make sure that your Google Ad Grant strategy aligns with other aspects of your nonprofit’s strategy. They’ll help you create a keyword strategy that makes sense for your cause and connects you with the right prospects.
  • Ad copy development. Their digital marketing experts will write and test ads that are designed for optimum impressions and clicks. That way, you can inspire readers to click through to your site.
  • Website development. Backed by a team of skilled developers, DNL OmniMedia will help you create your website and amplify your online presence. That way, you can create valuable landing pages for your Google Ad Grant campaigns that drive users to get involved.
  • Reporting. With Google Analytics and Google Tag Manager, DNL OmniMedia will report back to your team on campaign performance and interpret the data for your team. That way, you can improve your site and campaign’s content.

Getting Started With This Google Grants Agency

DNL OmniMedia makes it easy to learn about their services and contact their team. Whether you’re looking to improve your Google Ad landing pages or better understand campaign data, this Google Grants agency is a reliable choice!

Learn more about DNL OmniMedia!

Allegiance Group is a professional Google Ad Grant agency that helps nonprofits leverage technology.

Allegiance Group | Best Agency for General Digital Marketing

Formerly known as Beaconfire RED, Allegiance Group works with nonprofits and associations to transform their digital strategies and grow their impact. Whether you’re focused on fundraising, advocacy, stewardship, or content marketing, they’ll tailor your digital marketing plan to do more good for your cause. One of their primary digital marketing offerings is Google Ad Grants management.

Their core Google Ad services include:

  • Website content optimization. They’ll leverage data to evaluate your website’s existing content and teach you how to create valuable content that you can then amplify through your ad campaigns. The Allegiance team has plenty of experience with A/B testing, too, so they can pinpoint what elements drive users to complete your online forms that you want to promote as well.
  • Keyword research. This Google Grants agency will help you find the keywords that your supporters are searching online and develop campaigns that target those terms. Aside from your Google Ad campaigns, they’ll also monitor your organic traffic and rankings to help create a more holistic SEM strategy.
  • Reporting. Allegiance Group takes data seriously. With custom implementations of Google Analytics using Google Tag Manager, they deliver reports and real-time dashboards that display your marketing performance, like page views, entrances, and goal assists. That way, you can continuously refine your campaigns.

Getting Started With This Google Ad Grants Manager

Allegiance Group empowers you to create a more holistic approach to your nonprofit’s digital marketing. Explore their site to get a sense of whether their offerings align with your Google Ad Grant needs.

Learn more about Allegiance Group!

RKD Digital is a Google Grants agency that helps nonprofits enhance their digital marketing strategies.

RKD Digital | Best Agency for Donor Cultivation

RKD Digital is a certified Google Grants agency that empowers nonprofits to get the most out of their grant money. They understand that nonprofits often have trouble making the most of their free advertising money without professional help and aim to eliminate those obstacles for them. They were the first full-service direct-response company to be added to the Ad Grants Certified Professional Community, so you know you’re in good hands if you choose them to handle your Ad Grant needs. From animal welfare groups to veteran organizations, they strive to help all causes succeed by connecting with donors.

Their team of experts will work closely to manage all aspects of your account through services such as:

  • Account Activation. Between filling out your application and securing validation tokens, RKD Digital will help you get your account up and running, so you can secure your free grant money.
  • Ad Creation. Their professional Google Ad Grants team will build high-level campaigns with ad groups and keywords. They’ll even write the ad copy for you.
  • Campaign Optimization. Once your campaigns go live, the work doesn’t stop there! Their Google Ad Grant agency will monitor your campaigns’ performance and make adjustments to boost conversions.

Getting Started With This Google Grants Agency

RKD Digital makes it easy to amplify your work and take advantage of the opportunities available to your nonprofit. Before lining up a consultation with their team, check out their services to make sure they offer what you need.

Learn more about RKD Digital!

TrueSense Marketing is a Google Grants agency that helps nonprofits grow supporter relationships.

TrueSense Marketing | Best Agency for Search Engine Marketing

As a certified professional Google Ad Grant agency, TrueSense Marketing is a smart addition to your marketing efforts. They’re made up of a team of more than 200 professionals who have extensive search engine marketing (SEM) experience that can take your Google Ad Grants management to the next level. They’ll handle everything from application to ongoing maintenance, so you can focus on other aspects of your mission.

Their core services include:

  • Google Analytics. Their team will implement tracking to view how users interact with your site, so you can pinpoint and optimize your most important content.
  • Hands-On Management. TrueSense Marketing will actively manage your account to ensure it stays compliant, edit your campaigns to maximize ad performance, and collaborate closely with your team to highlight the most valuable opportunities for your nonprofit.
  • Comprehensive Campaigns. With help from this Google Grants agency, you won’t be confined to only donor-based ad campaigns. They’ll help you leverage your grant money to reach an entire community of prospective clients, volunteers, advocates, and other supporters.

Getting Started With This Google Ad Grants Manager

TrueSense Marketing is devoted to helping you make the most of your $10,000 each month. You can explore their full list of services on their website and determine if they’d be a good fit for your nonprofit.

Learn more about TrueSense Marketing!

Koios is a Google Grants agency that works exclusively with libraries, library advocacy groups, and other public information advocates.

Koios | Best Google Ad Grants Agency for Libraries

Koios is a nonprofit organization specializing in digital marketing for public libraries, library advocacy groups, and other public information advocates. Their main service involves using the Google Ad Grants program to enhance the visibility of libraries online.  Koios assists libraries in applying for these grants, creating effective advertising strategies, and managing their Google Ads accounts.

They focus on increasing web traffic to library websites and resources, particularly by making library catalogs more discoverable in Google searches. Here’s an overview of this agency’s services:

  • Google Ad Grant Application. They’ll help you register with Google for Nonprofits and apply for the Google Grant. If your application is rejected, they’ll make the necessary adjustments to ensure it’s approved.
  • Ad Optimization. Koios will create standout ads and monitor your campaigns. They have an incredible 12.8% CTR, which helps libraries spread awareness and share the joy of learning.
  • Catalog Promotion. Their main offering is promoting each library’s Online Public Access Catalog (OPAC) within Google SERPs, allowing the entire catalog to be searchable and visible online.

Getting Started With This Google Grants Agency

Koios works with libraries of varying sizes and tailors its pricing accordingly, offering a 60-day free trial period for new subscribers.

Learn more about Koios!

Reef offers Google Grants management services to Australian organizations.

Reef Digital Agency | Best Google Grants Manager for Australian Nonprofits

Located in Australia, Reef Digital specializes in managing Google Ad Grants among other digital marketing services. They were the first agency in Australia to receive the Google Ad Grants Certified Professional designation, which is a testament to their expertise.

After serving 50+ nonprofits, they know how to unlock the power of the Google Ad Grant. Here’s a rundown of their services:

  • Balancing Ad Grants and Paid Ads. They help nonprofits show their grant-funded ads wherever possible and use paid ads to supplement any gaps.
  • Google Grant Compliance. They’ll keep a close eye on your performance to keep your account in good standing with Google.
  • Supplemental Digital Marketing Services. Reef offers a range of services that can enhance your overall Google Ad performance, including landing page optimization, SEO, and content creation.

Getting Started With This Google Ad Grants Manager

Reef charges based on the complexity of your Google Grants needs. They offer a free Google Ad Grants audit to potential clients.

Learn more about Reef!

Additional Google Ad Grant Resources

The Google Ad Grant program offers an immensely valuable marketing opportunity for your team. You can amplify your work and expedite your mission, but only if you choose the right keywords and deliver optimized landing pages to prospects.

A professional Google Grants agency eliminates the guesswork and makes it incredibly easy to get your content in front of the right audiences.

Plus, agencies that are fully devoted to Google Ad Grants management spend their time learning the ins and outs of the program. They fully understand everything from compliance requirements to keyword research best practices. That way, you can rest assured that you’re creating winning campaigns and that your account will stay compliant. In turn, you can keep receiving your free $10,000 grant every month.

As the only agency fully dedicated to Google Ad Grants on our list, we highly recommend you check out Getting Attention. They offer everything you need to get your account activated and create optimized campaigns. Plus, they’re a certified Google Partner, so you know you’re receiving professional guidance.

Looking to learn more about the program? As you start researching different agencies, check out these educational resources:

Get a free consultation with Getting Attention, the best Google Grants agency for nonprofits.

Engaging Multigenerational Donors With Workplace Giving

Engaging Multigenerational Donors [With Workplace Giving]

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Tons of companies offer workplace giving programs as a way to incentivize employees to give back to their communities. To make the most of these philanthropic initiatives, qualifying nonprofits are taking increasingly proactive steps to drive supporter participation. But with a need for engaging multigenerational donors in the workforce, promoting the opportunities is not a one-size-fits-all task.

Instead, we recommend exploring effective strategies as you tailor your approach to each age group. And you’ve come to the right place to do so! In this guide, we’ll explore everything you need to know about engaging varying generations of supporters, including:

Remember: the more you adjust your fundraising approach to your intended audience, the more likely the segment is to actively engage with your efforts.

Ready to create impactful and inclusive workplace giving programs that resonate with every generation in your supporter base? Let’s dive in.

The Unmatched Value of Multigenerational Donor Engagement

Your organization is likely backed by a wide range of donors of all ages, races, genders, backgrounds, and more. But do you take a universal approach to engagement? How exactly does a person’s stage in life factor into their relationship with your organization? Where do employee giving opportunities come into play for any age group?

These are the questions you should be asking yourself if you’re looking to develop a multigenerational engagement strategy.

A look at the different generations to engage with your workplace giving strategy

And doing so is essential. After all, facilitating long-lasting connections with supporters of all age ranges empowers your organization to build a sustainable donor network.

As of findings from 2022 annual giving, the estimated generational giving breakdown is as follows:

  • Matures ⁠— 20.2%
  • Baby Boomers ⁠— 40.8%
  • Generation X ⁠— 22.9%
  • Millennials ⁠— 13.9%
  • Gen Z ⁠— 2.2%

Meanwhile, the makeup of the current workforce looks like this:

  • Matures ⁠— 1.3%
  • Baby Boomers ⁠— 25.6%
  • Generation X ⁠— 33.1%
  • Millennials ⁠— 35%
  • Gen Z ⁠— 5%

All in all, workplace giving programs continue to go significantly underutilized, with an estimated $4 to $7 billion in corporate funds going unclaimed from matching gifts each year⁠—with volunteer grants and other employee giving initiatives falling short as well.

Ultimately, a strategy that focuses too narrowly on the older generations is likely to miss out on the immense opportunities made available by the up-and-coming (and, in many cases, already here) younger donors in your network. Conversely, centering too much on younger donors can cause missed potential from older generations who remain and still possess invaluable experience, deep connections, and a strong commitment to philanthropic support.

The answer? A well-balanced, multigenerational fundraising and workplace giving strategy that prioritizes the strengths of each group to maximize overall success.

Top Fundraising + Workplace Giving Strategies by Generation

With different characteristics defining each segment, effective workplace giving efforts can vary accordingly. Here, we’ll provide an overview of the five generations currently in the workforce⁠—and partaking in philanthropy⁠—and our recommended practices for engaging with the group.

Source: Giving USA’s Special Report – Giving by Generation
How to engage Mature donors with workplace giving

The Matures

  • Age in 2023: 77 years and older
  • Key Characteristics: Dependable, straightforward, and reliable
  • Influenced by: Tradition, loyalty, recognition, and authority
  • Preferred Communication Channels: Direct mail, phone calls
  • Preferred Giving Methods: Direct mail, check/cash donations

Born prior to 1946, the Matures (also known as the Traditionalists or the Silent Generation) exhibit strong values of loyalty, discipline, and respect for authority. They have a powerful sense of duty and often prioritize stability and tradition. Though the causes they support are widespread, the Matures tend to be drawn to established institutions with long-standing, positive reputations.

Though the vast majority of the Mature generation is now retired, the group continues to give generously to the organizations they care about. In fact, retirees contribute an estimated 42% of all charitable dollars in the U.S. each year.

Our Top Tip: Familiarize yourself (and your team) with matching gift and volunteer grant programs that are inclusive of retirees!

Luckily, a lot of companies include retired employees in their workplace giving programs⁠—such as ⁠the Coca-Cola Company, Johnson and Johnson, Chevron, Gap (and its subsidiaries), and many more.

However, there’s a good chance that eligible retirees (or even those still working for the companies) remain unaware of these programs. Thus, it’s a good idea for your organization to research available programs and communicate the opportunity to your audience.
How to engage Baby Boomer donors with workplace giving

Baby Boomers

  • Age in 2023: 59 to 77 years old
  • Key Characteristics: Optimistic, driven, and value personal growth
  • Influenced by: Social change, civil rights, and economic prosperity
  • Preferred Communication Channels: Meetings, phone calls, Facebook
  • Preferred Giving Methods: Online donations, check/cash donations

Born between 1946 and 1964, Baby Boomers are a generation known for their strong work ethic and dedication to social causes. This group believes in making a tangible impact on specific communities or individuals through their charitable contributions. Plus, they often seek opportunities to actively engage with causes they care about.

When engaging Baby Boomers in workplace giving, it is crucial to emphasize the outcomes and measurable results of their doubled donations. Recognizing their long-standing commitment to making a difference and providing volunteer opportunities can also resonate well with this generation.

Our Top Tip: Highlight the opportunity for Baby Boomers to leave a lasting (and multiplied) legacy through workplace giving.

As this group approaches or enters retirement age, Boomers often take the time to reflect on their life’s accomplishments⁠—and the impact they want to have made. By emphasizing how their contributions, combined with corporate funding, can create a meaningful and enduring impact on the causes they care about, nonprofits can tap into their desire to leave a positive mark on the world.

Be sure to provide tangible examples and motivational stories that demonstrate how matching gifts and volunteer grants have made a difference for your organization!How to engage Gen X donors with workplace giving

Generation X

  • Age in 2023: 43 to 58 years old
  • Key Characteristics: Independent, adaptable, and familiar with significant changes
  • Influenced by: Authentic storytelling and tangible giving outcomes
  • Preferred Communication Channels: Email, social media
  • Preferred Giving Methods: Online donations, event-based giving

Born between 1965 and 1980, Generation X is known for their independent, resourceful, and self-reliant nature. Gen Xers often seek causes that align with their personal beliefs, and they appreciate efficiency in communications. Plus, this group values flexibility and giving experiences that provide a sense of meaning.

When engaging Generation X donors in workplace giving, it’s a great idea to offer options that cater to their individual wants and needs. Providing customizable and streamlined ways to get involved with matching gifts, volunteer grants, and more, highlighting tangible outcomes, and offering opportunities for skills-based volunteering that align with their professional expertise can be effective ways to engage with this generation.

Our Top Tip: Harness Gen X’s desire for financial efficiency by promoting the potential to double their donation impact through matching gifts.

Generation Xers, who are often at the peak of their earning potential, appreciate maximizing the value of their giving. Highlight the fact that their donations can be matched by their employers, effectively doubling the impact they make on the causes they care about. And it’s all without reaching back into their own wallets at all!

How to engage Millennial donors with workplace giving

Millennials

  • Age in 2023: 27 to 42 years old
  • Key Characteristics: Tech-savvy, socially conscious, and outcome focused
  • Influenced by: Peer-to-peer communication, transparency, and impact
  • Preferred Communication Channels: Email, text messaging
  • Preferred Giving Methods: Online donations, peer-to-peer fundraising

Born between 1981 and 1996, Millennials are a generation characterized by their tech-savviness, passion for social justice, and desire for meaningful experiences. They grew up in the age of technological advancements and are often highly connected through social media and other digital platforms.

Overall, this group values transparency and tangible impact and is typically more motivated to give to causes rather than specific institutions. Millennials saw a 40% increase in average annual household giving from 2016 to 2022⁠—the only generation with a positive change in the period. Providing opportunities for hands-on involvement, peer-to-peer fundraising, and highlighting the collective impact of their contributions can further engage this segment.

Plus, the group is already highly involved in workplace giving, with more than 86% of Millennial employees donating to nonprofit causes. Not to mention, a 2020 study reported that 58% of young professionals had given through an employee giving program, compared to only 37% overall.

Millennials also volunteer at a higher rate than any other generation, which means that volunteer grants are an excellent opportunity to pursue.

Our Top Tip: Mention workplace giving opportunities in your Millennial-focused donation appeals to incentivize giving in the first place!

A recent study indicated that while 64% of donors say that the presence of a matching gift is likely to motivate them to give, Millennials are more likely to be impacted by a match (over 78%) than any other generation.

Not to mention, younger generations of donors are increasingly likely to work for socially conscious companies that offer matching gift and volunteer grant programs, thus elevating their chances of eligibility.

How to engage Gen Z donors with workplace giving

Gen Z

  • Age in 2023: 11 to 26 years old
  • Key Characteristics: Tech-native, prioritizes diversity, and values social justice
  • Influenced by: Desire to create social change
  • Preferred Communication Channels: Messaging, texts
  • Preferred Giving Methods: Online donations, crowdfunding, monthly giving

Gen Z represents the youngest group entering the workforce and, subsequently, becoming potential donors. Born between 1996 and 2012, Gen Z is often overlooked for its relatively limited capacity to give. However, this group currently has the “fastest growing economic power across all generational cohorts.”

With an estimated $360 billion in disposable income in 2021, Gen Z is expected to grow its aggregate income to over $33 trillion by 2030. As their disposable income grows, organizations can expect donation amounts to follow. And securing them as supporters now can go a long way in the end!

Also worth noting is that Generation Z is the most likely to opt for monthly giving (62%), which is often attributed to their familiarity with paying for subscription-based services. They favor regular communications as well, typically preferring monthly updates from the organizations they support.

Our Top Tip: Communicate the potential of workplace giving initiatives to further amplify recurring donations.

A common misunderstanding surrounding matching gift programs is that recurring donations do not qualify for employer matching. But in most cases, that’s generally not true! Make an effort to research your monthly donors’ corporate giving guidelines and communicate relevant information to your supporters.

By participating in their employers’ philanthropic initiatives, recurring donors can make an even greater impact on the causes they care about. You just need to break down the myths that are holding your match potential back and take a proactive approach to marketing workplace giving opportunities to your youngest donors.

LEARN MORE ABOUT CONNECTING WITH YOUNG DONORS

Collecting Donor Data to Segment Your Engagement Strategy

As with any effective segmentation strategy, you’ll need the right information to inform your organization’s efforts. As you aim to elevate your workplace giving initiatives with generational data, you’ll need two key types of details.

Demographic Information

What is it? Defined as “quantifiable attributes of a population, group, or individual,” demographic information includes details such as age, gender, income, education level, marital status, location, and more. Regarding multigenerational engagement, the most essential metric you’ll need is your donors’ (as well as volunteers’ and other supporters’) age groups.

Why does it matter? Having this information will allow you to target your workplace giving strategies accordingly! For example, you might determine that a top matching gift opportunity falls into the “Mature Generation” category. In that case, you may decide to send a direct mailing that highlights the opportunity and shares the information they need to participate rather than rely solely on digital outreach.

How can I get it? The easiest way is just to ask. But you don’t have to come right out and ask for their exact age. Instead, add an optional donation form field that prompts donors to enter their date of birth (hint: you can also send a birthday card!).

Collect age data to engage multigenerational donors with workplace giving

Or, ask supporters to check a box for the age range they fall into (ex: 18-24, 25-34, 35-44, 45-54, 55-64, 65+).

Employment Data

What is it? The other key information you’ll need to market workplace giving strategies effectively has to do with your supporters’ employment data. Though the companies your audience works (or worked) for is the most essential piece, it can also help to know their working status⁠—such as full-time, part-time, or retired.

Why does it matter? This information will help your team (or your software) identify available opportunities for workplace giving programs. When you see that your donors work for companies that match gifts or your volunteers work for companies that provide volunteer grants, you’ll want to follow up with information about how they can get involved.

How can I get it?Add another field to your donation form that prompts supporters to enter the name of their company, or embed our employer search tool directly into your giving page or confirmation screen. With Double the Donation, you can even enlist follow-up messaging to provide another opportunity for donors to share the information with ease. Jump to the next section to learn more about how automation helps drive results!

Collect employment data to engage multigenerational donors with workplace giving

Top tip: When you provide context for the ask (e.g., “See if your company will match your gift! Select your employer here.”), donors typically respond particularly well. On the other hand, a data appending service can help fill in the blanks for those who don’t provide it themselves.

Our #1 Recommendation for Engaging All Generations: Automating Workplace Giving

When it comes to engaging multigenerational donors in workplace giving, there is one strategy that stands out above the rest… And that is automating the process.

Workplace giving automation not only streamlines the process for your team behind the scenes but also enhances convenience, accessibility, and engagement for donors across all age groups.

Here’s how automation elevates matching gifts and volunteer grants:

Increases awareness of the opportunity for all supporters.

There’s a significant knowledge gap regarding workplace giving programs among every generation. In fact, an estimated 78% of eligible donors have no idea that their employer matches. Luckily, workplace giving technology automates marketing and promotions around the opportunity, ensuring that every donor receives information regarding the programs. When supporters are aware of their chance to stretch their impact further with matching gifts and volunteer grants, they’re often eager to participate!

Facilitates easy personalization.

Individuals of all generations appreciate personalized outreach. From seeing their name in an email subject line to being provided with insights for their employer’s giving program, tailored messaging strengthens relationships⁠—and produces results. With a matching gift tool, the software fills in the blanks in customizable templates, providing highly specific communications with no added effort.

Appeals to all levels of tech savviness.

In today’s digital age, younger generations, such as Millennials and Gen Z often prefer digital engagement. After all, they tend to have ample experience with online transactions. And while older generations may not be as familiar with the technology, an automated tool can go a long way in helping guide them through the process with detailed assistance and step-by-step instructions. Now, they won’t need to go searching in their company’s intranet for a matching gift form to complete⁠—because they were provided with a direct link to the submission portal in their email.

Tracks and drives more matches to completion.

Ultimately amplifying giving with more matches making it across the finish line, automation allows for seamless matching gift tracking and follow-ups. The end result is fewer matches left unclaimed and more corporate funds available to your organization. And when supporters of all ages see the impact of their contributions being multiplied, they’ll become increasingly engaged with your cause.

Engaging multigenerational donors with workplace giving software

Final Thoughts

Engaging multigenerational donors is a dynamic and multifaceted process that requires careful consideration of your audience. After all, each segment plays a key role in your overall fundraising and workplace giving success. Thus, you’ll want to account for the diverse needs and preferences of every generation.

The better you understand the primary characteristics, values, and motivations that describe each group, the more effectively your organization can tailor its giving programs. Plus, there are a few key strategies that can lend themselves to powerful workplace giving results across all generations⁠—such as investing in dedicated matching gift and volunteer grant technology⁠—that you certainly don’t want to miss.

In the end, your nonprofit will be better funded, your donors feel strengthened connections to your cause, and the communities you serve experience greater programming made available through workplace giving revenue.

Best of luck!

Sources:

Engaging multigenerational donors through workplace giving is easy with Double the Donation.

Cause Marketing Examples Most Effective Campaigns

Cause Marketing Examples | 14+ Effective Campaigns

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Cause marketing is a great way for nonprofits and corporations to join together for a similar mission. As a result, it’s becoming a key way for corporations to express their philanthropic side while also benefiting their own bottom line.

And if you’re a business or fundraising organization looking for some of the best cause marketing examples to get inspired by, you’ve come to the right place!

In this guide, we’ll walk through several standout campaigns and the ideas that brought each one success. But first, we have to cover the basics.



What is cause marketing?


Falling under the umbrella of corporate philanthropy, cause marketing (or cause-related marketing) looks something like this:

Corporations partner with nonprofit organizations to help them raise money and awareness. In return, this publicly philanthropic action generates more business for the company.

In other words, it’s a win-win situation!



What is corporate philanthropy?


Corporate philanthropy encompasses any actions a business takes to benefit the world around them. Along with (and sometimes in tandem with) cause marketing, corporate donations through matching gift programs are another popular arm of this generosity.

When a company offers a matching gift program, it essentially pledges to match the donations their employees contribute to qualifying nonprofit organizations. Effectively functioning as a “buy one, get one free” sale on nonprofit fundraising, matching gifts allow organizations and their donors to double (and sometimes even triple!) the impact of the original donation.



How to implement smart corporate giving strategies


For nonprofits

The easiest way for nonprofits to capitalize on corporate giving programs is by investing in workplace giving automation. When you leverage an automation platform like Double the Donation’s 360MatchPro, you can scale up your revenue while minimizing the operational lift required of your team.

This allows you to screen your supporter information to uncover available opportunities, trigger personalized outreach that drives participation in such programs, and track and report on corporate giving impact from start to finish.

Plus, you can even use the data collected through matching gift efforts to inform your broader corporate partnerships, such as identifying ideal prospects for which to pitch cause marketing initiatives and more.

For companies

There is also a range of corporate giving management software designed to aid companies in organizing and facilitating their end of a philanthropic partnership. These tools, also known as CSR or social impact platforms, can streamline management of initiatives like matching gifts, corporate volunteerism, annual giving campaigns, nonprofit sponsorships, cause marketing campaigns, and more.

Plus, it’s important to seek the right mission-driven partners and build strong relationships with the organizations a business chooses to support. While Double the Donation is not a corporate-facing vendor, feel free to contact us and we’d love to get you in touch with one of our CSR partners!

With that, let’s dive into some of the most inspirational examples cause marketing that we’ve seen in recent years. Take notes from these successful partnerships, and see which strategies might benefit your team.



CampaignCampaign Type
Light the NightCustom Matching Gifts
Red Kettle CampaignPoint of Sale
Red Nose DayPortion of Purchase
100% for the Planet100% of Sales
Promotions That Give BackSponsorships
Buy a Pair, Give a PairBuy One Give One
PurposeFULLPoint of Sale
Soar With ReadingProud Supporter
Arctic HomeMatching Gifts
Vodka for Dog PeoplePortion of Purchase
Miracle BalloonPoint of Sale
Dawn Saves WildlifeIn-Kind Giving
Empower MintPortion of Purchase
Create-A-PepperInteractive Giving




Cause marketing example - Light the Night


1. Light the Night


Who are the partners?

Light the Night is an annual fundraising campaign hosted by the Leukemia & Lymphoma Society and sponsored by Danaher Corporation.

Campaign Overview

Danaher Corporation hosted a custom matching gift program in partnership with LLS as a way to give back to its community while engaging with its employees. As a part of the company’s Giving Tuesday Now campaign, the company encouraged team members to support the Leukemia & Lymphoma Society’s Light the Night fundraising walk. And in return, Danaher matched employees’ contributions dollar-for-dollar to double team members’ giving impact and grow support for the organization.

Why Their Campaign Made the List

Danaher’s support of LLS started out as a custom matching gift partnership. But since the success of their original initiative, the company decided to establish a standard matching gift program that’s open to nearly all nonprofit causes!

This inspiring cause marketing example illustrates the way that a one-off campaign can develop into a long-term, widely impactful opportunity for both the company and the organizations it supports.

The Leukemia & Lymphoma Society also boasts a complete matching gift strategy in partnership with Double the Donation’s automation platform. This empowers the team to raise even more for their cause through all sorts of corporate giving opportunities available to them.

Interested in learning more? Check out our LLS case study to see how matching gift automation brought the organization’s corporate fundraising strategy to new heights.


Cause Marketing Example - Light the Night and Danaher Corporation

Cause marketing example - Red Kettle Campaign

2. Red Kettle Campaign


Who are the partners?

The Salvation Army Southern Territory partnered with DipJar and local retailers to improve the traditional Red Kettle cause marketing campaign.

Campaign Overview

You’re probably familiar with The Salvation Army’s Red Kettle campaign, which usually takes place during the holidays. Typically, these red kettles or buckets are placed outside department stores and other shops to receive donations.

While this tried-and-true cause marketing strategy has been successful for many years, The Salvation Army realized they were missing out on a large pool of potential donors that don’t carry cash.

To improve their Red Kettle campaign, they partnered with the giving kiosk company DipJar so that they could start accepting donations via credit cards. 

The branded DipJars were placed beside registers at local coffee shops and other retail partners. With these, The Salvation Army was able to gather donations from all interested donors, cash-carrying or not.

Why Their Campaign Made the List

This campaign makes our top spot because The Salvation Army saw a gap in their fundraising potential amidst a significant digital shift, and effectively provided donors with a quick and easy solution. And the companies that partnered with The Salvation Army were happy to implement the new and forward-thinking ideas!

Not to mention, online donations pair well with corporate matching gifts, and The Salvation Army Southern Territory employs 360MatchPro to effectively pursue donation-match opportunities without lifting a finger!


Cause marketing example - Red Nose Day


3. Red Nose Day


Who are the partners?

This campaign was a collaboration between Red Nose Day and Walgreens.

Campaign Overview

This iconic cause marketing campaign originated in the United Kingdom and is now taking the United States by storm.

Last year, the campaign raised a record-breaking $49 million through the sale of over 12 million “red noses” at 9,000+ Walgreens stores nationwide. 

The six-week campaign starts with Walgreens customers purchasing red noses and wearing them to pose for and share pictures as well as to other Red Nose Day fundraising events to spread awareness.

The proceeds from the red nose sales, and additional fundraising events orchestrated by companies and individuals during the campaign, go toward helping lift children out of poverty in the United States.

The campaign is held yearly and experiences great success.

Why Their Campaign Made the List

The Red Nose Day cause marketing campaign stands out because of its fun and playful nature. Plus, it’s so shareable. Donors want to buy a red nose (and many look forward to the campaign each year!) so that they can take pictures and share them with the hashtag #rednoseday.


Cause marketing example - Fundraiser for the Planet


4. 100% for the Planet


Who are the partners?

Patagonia organized this cause marketing campaign with various grassroots environmental organizations.

Campaign Overview

For Black Friday, Patagonia announced that they would give 100% of the day’s sales to support grassroots organizations working to protect our air, water, and soil.

To help support the planet, customers just needed to make a purchase at one of Patagonia’s many stores on Black Friday.  With the help of many loyal customers as well as first-time shoppers, the company was able to raise more than $10 million in sales.

The funds were then contributed to numerous underfunded and off-the-radar nonprofits, ultimately going a long way to make a positive difference for our planet.

Why Their Campaign Made the List

Donating to the cause took no additional effort—donors just had to shop at Patagonia on Black Friday to show their support. Since all the money spent was going toward a good cause, it’s likely that many people purchased more than normal just to support the environmental organizations.

Not to mention, Patagonia demonstrates its devotion to social and environmental good all year round, too. Although the 100% For The Planet campaign was a single-day event, the company commits to contributing 1% of all sales to environmental causes. Plus, Patagonia offers up to $10,000 in matching gifts for all current employees year-round, empowering their own workforce to give back in impactful ways!


Cause Marketing Example - Patagonia's 100% For The Planet

Cause marketing example - Promotions That Give Back


5. Promotions That Give Back


Who are the partners?

Promotions That Give Back is an ongoing partnership between the American Diabetes Association and a number of corporations that support their efforts. Contributors include WeightWatchers, Healthyr, Hilton HHonors, and Survey Monkey!

Campaign Overview

As a multi-faceted campaign, the ADA’s Promotions That Give Back involves several key partnerships with companies’ whose mission statements align with the organizations’ own values. Each partnership is structured in a slightly different way, though they generally all follow a ‘portion of sales’ model of cause marketing.

Why Their Campaign Made the List

This campaign stood out because of the successful collaboration between the American Diabetes Association and their range of corporate partners. Because their missions and visions align so well, each team is able to benefit greatly from the overlapping audiences reached through their ongoing cause marketing efforts.

Plus, the ADA takes a proactive approach to employee matching gift opportunities, too, using Double the Donation’s automation system to identify, tailor outreach for, follow up with, and track available corporate gifts.


Cause Marketing Example - ADA's Promotions That Give Back partnerships

ADA Matching Gifts Page - sample cause marketing campaign

Cause marketing example - Buy Pair, Give Pair


6. Buy a Pair, Give a Pair


Who are the parnters?

Warby Parker partners with various healthcare and medical-related organizations, including VisionSpring.

Campaign Overview

Warby Parker uses the buy-one-give-one model to promote the company’s philanthropic side and give back to communities in need. 

The premise is very simple: for every pair of glasses that Warby Parker sells, the company donates to cover the cost associated with sourcing a pair for someone who would otherwise be unable to obtain them. 

In addition to the donation, their nonprofit partners train individuals in developing countries on how to give basic eye exams and sell glasses at affordable prices, thus making vision care more readily available in the long run.

Why Their Campaign Made the List

The Buy a Pair, Give a Pair campaign is so successful because of its marketing strategy and the ability to capture donors’ attention and raise awareness. And Warby Parker has pulled off one of the most well-known instances of this particular cause marketing strategy!

To market the effort, the company shares information about the program, along with beneficiary stories, on its website and other promotional materials.


Cause marketing example - PurposeFULL


7. PurposeFULL


Who are the partners?

The PurposeFULL cause marketing campaign is a collaboration between Arby’s and Share Our Strength.

Campaign Overview

Since the establishment of the program, Arby’s restaurants across the nation have raised more than $27 million for the organization Share Our Strength. Centered around four key pillars of corporate giving, the PurposeFULL program is designed to support YouthFULL, SkillFULL, ResourceFULL, and FlavorFULL efforts for social and environmental good.

PurposeFULL is a point of sale campaign, meaning that Arby’s asks for donations during the sale of an item usually through a screen prompt, sign, or a direct ask from the cashier. 

The money raised through its PurposeFULL campaign each year goes to provide meals to youth in need throughout America. And it has an overall vision of eradicating childhood hunger and food insecurity!

Why Their Campaign Made the List

Because the PurposeFULL campaign lets donors know how much just $1 can contribute (up to 10 meals!), supporters are able to visualize and understand the tangible impact of their monetary donations.

Plus, Arby’s⁠—under the Inspire Brands umbrella⁠—gives back all year long with its generous matching gift program⁠.


Cause Marketing Example - Arby's PurposeFULL

Cause marketing example - Soar With Reading


8. Soar With Reading


Who are the partners?

The Soar With Reading campaign is a partnership between JetBlue and the nonprofit organization FirstBook.

Campaign Overview

The Soar With Reading program was designed to inspire and encourage children’s imaginations.

JetBlue donates money to FirstBook to help provide books to children in low-income neighborhoods, including through free book vending machines.

Additionally, the Soar With Reading program helps provide schools and educators with diverse reading materials to promote and encourage learning among students.

Why Their Campaign Made the List

The Soar With Reading campaign is successful because the whole company is involved in supporting JetBlue’s partner organization. JetBlue employees are encouraged to volunteer with the Soar With Reading program and make a difference in children’s lives, or even donate toward the cause themselves.

And the company also offers a unique volunteer grant program in which team members are eligible to request free flight vouchers on behalf of the organizations (FirstBook and others) with which they volunteer! So not only are JetBlue employees empowered to get involved with their cause marketing partner in a hands-on way, but they’re also able to provide additional resources at no cost.


Cause marketing example - Arctic Home


9. Arctic Home


Who are the partners?

The Arctic Home Cause Marketing Campaign was created by Coca-Cola and World Wildlife Fund.

Campaign Overview

Coca-Cola has used polar bears as their unofficial mascot for years, so it makes sense that they would partner with World Wildlife Fund to support the conservation of the polar bear and its habitat.

Thus, the Arctic Home campaign was all about building awareness and raising funds through merchandise and online fundraising.

Coca-Cola introduced Arctic Home Coke cans to raise funds and awareness for the organization. With a package code leading to an online donation form, consumers could quickly and easily make a gift to the organization. And Coca-Cola stretched these gifts even further by matching every donation its buyers made!

Why Their Campaign Made the List

By matching the $1 donations of customers who purchased an Arctic Home can, Coco-Cola financially supported and motivated its own audience to give to the World Wildlife Fund. Those small-dollar donations added up quickly, especially since they were being doubled.

Coca-Cola also matches gifts made by its employees of up to $10,000 per team member per year at a 2:1 ratio⁠—effectively tripling its workforce’s donation impact year-round!


Cause marketing example - Vodka for Dog People


10. Vodka for Dog People


Who are the partners?

Tito’s Handmade Vodka and Emancipet partnered together to create the Vodka for Dog People cause marketing campaign.

Campaign Overview

Tito’s Handmade Vodka started their partnership with Emancipet to help care for dogs. And out of that relationship, with a goal to raise both money and awareness for the organization, Tito’s cause-related website, Vodka for Dog People, was born.

On the site, supporters can purchase Tito’s-branded items such as leashes, toys, and t-shirts, making it the perfect pairing of product fundraising and cause marketing.

For the Tito’s product fundraising campaign, all the proceeds from the website go to Emancipet. Meanwhile, the added benefit of fundraising through the sale of branded items means that after someone makes their purchase, they’re promoting the branded nonprofit any time they use the product.

Why Their Campaign Made the List

The Vodka for Dogs campaign uses both online and local fundraising efforts to raise money and awareness for pet care. In addition to the website, Tito’s works with bars and liquor stores to host yappy hour fundraisers for its nonprofit partner. And the company matches donations its employees make to qualifying organizations⁠—including Emancipet and beyond!


Cause marketing example - Miracle Balloon


11. Miracle Balloon


Who are the partners?

The Miracle Balloon campaign is a collaboration between Walmart and Children’s Miracle Network Hospitals.

Campaign Overview

The Miracle Balloon campaign has been an ongoing partnership between Walmart (and Sam’s Club) and Children’s Miracle Network Hospitals for years.

For six weeks of every year, Walmart employees ask for donations from customers at checkout. If donors contribute a dollar or more, they can place their names on a paper Miracle Balloon and place it on the honor wall.

Why Their Campaign Made the List

This cause marketing campaign is effective because it leverages the idea of social proof particularly well. When customers see how many donors have already supported the cause, they’ll be increasingly motivated to participate themselves.

Additionally, while most Walmart and Sam’s Club locations participate, the campaign focuses on locations near a Children’s Miracle Hospital. That way, the organization can encourage grateful patients or those with a loved one who received care at one of the hospitals to donate.


Cause Marketing Example - Miracle Balloon

Cause marketing example - Dawn Saves Wildlife


12. Dawn Saves Wildlife


Who are the partners?

The Dawn Saves Wildlife campaign is organized by Dawn Dish Soap in support of its environmental advocacy partners, International Bird Rescue and the Marine Mammal Center.

Campaign Overview

Since the inception of the campaign in 2006, Dawn Dish Soap has helped save 150,000 marine animals (and counting!) through its generous and ongoing support of the International Bird Rescue and Marine Mammal Centers. And the support the company offers takes place in a few key ways: including donating more than 50,000 bottles of its product and over $4.5 million in cash gifts.

Dawn’s donated dish soap is then used by its environmental partners in direct rescue and rehabilitation efforts of aquatic birds and mammals in need. This includes the organizations’ responses to oil spills and other wildlife emergencies!

Why Their Campaign Made the List

Over the years, Dawn’s cause marketing efforts, specifically in the realm of environmental conservation and wildlife care, has become so completely engrained into its brand. In fact, many of the company’s products now feature the wildlife it’s devoted to—including seals, ducklings, and more. This goes on to further demonstrate Dawn’s commitment to making a difference in the long-term.


Cause Marketing Example - Dawn Saves Wildlife

Cause marketing example - Empower Mint


13. Empower Mint


Who are the partners?

Empower Mint is a key element of Ben & Jerry’s cause marketing campaign designed to benefit the NAACP.

Campaign Overview

Ben & Jerry’s launched a limited-time ice cream flavor that was marketed as a “flavor to benefit democracy.” The campaign that went along with the treat was developed as a way to fight against a voter suppression law and aid in the restoration of the Voting Rights Act.

During the time that the flavor was offered, a portion of proceeds from each sale was donated to the NAACP.

Why Their Campaign Made the List

In addition to its punny naming conventions, Ben & Jerry’s is well-known for being a particularly opinionated brand. And the company has been willing to stand up to its beliefs by supporting a variety of nonprofit causes in order to do so. This is just one example!


Cause Marketing Example - Empower Mint

Cause marketing example - Create-A-Pepper


14. Create-A-Pepper


Who are the partners?

The Create-A-Pepper campaign is a popular example of cause marketing organized by Chili’s Bar and Grill as a way to benefit St. Jude Children’s Research Hospital.

Campaign Overview

Held during National Childhood Cancer Awareness Month each year since 2002, Create-A-Pepper is an interactive fundraising campaign taking place at the Tex-Mex dining chain nationwide. Over the last few decades, the initiative has raised more than $100 million for St. Jude, enabling the research hospital to make great strides in its research, treatment, and support of those affected by life-threatening childhood illnesses.

Why Their Campaign Made the List

Kids and adults of all ages love the opportunity to complete a coloring sheet while waiting for their meals at a restaurant. This cause marketing campaign turns a fun and simple activity into a profitable fundraising initiative that goes to support the patients and families at St. Jude hospital.

St. Jude Hospital also makes it easy for individual donors and corporate partners to get involved in supporting their efforts. This includes a dedicated matching gifts page to promote workplace giving on an individual basis and a corporate sponsorship interest page that promotes mutually beneficial partnerships like cause marketing efforts, one-off match programs, and more!


Cause Marketing Example - Create-A-Pepper

Wrapping Up

As you can see from these examples, cause marketing is an effective way to raise both funding and awareness for a nonprofit cause. Plus, the nonprofit and the for-profit business involved receive significant benefits from the relationship.

If you’re ready to begin seeking such corporate giving initiatives for your organization, we recommend pulling ideas and inspiration from the above successes. And existing donor data—such as your supporters’ employer information and matching gift eligibility—can help you uncover and pursue the best opportunities for your team.

To learn about more nonprofit funding strategies, check out these bonus resources:

  • Full List of Fundraising Ideas.Didn’t find what you were looking for? Check out our complete list of more than 200+ fundraising ideas. You’re bound to find the perfect fundraiser for your organization!
  • Top Companies for Donation Requests. Whether you’re looking for businesses with which to organize a cause marketing campaign or seeking sponsors for an upcoming event, check out this list of over 30 companies that have existing philanthropic programs in place.
  • The Complete Guide to Matching Gift Automation. Many cause marketing programs include matching gift components. Corporate donation-matches are a great way to partner with businesses, engage individual donors, and double your funds! Learn more with this ultimate guide.
Take email domain screening and other match efforts to new heights with Double the Donation.
Explore everything you need to know about hosting phonathons and read advice from phonathon professionals in this guide.

The Ultimate Phonathon Playbook for Nonprofits: 16 Pro Tips

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In the world of nonprofit fundraising, few strategies have stood the test of time as effectively as the phonathon. While technology has transformed the fundraising landscape, the power of a well-placed phone call can still work wonders.

Phonathons may seem like a relic of the past, but they remain a tried-and-true resource for all sorts of nonprofits and higher education institutions to engage donors and raise money. While the benefits of a phonathon campaign are straightforward, running a successful campaign isn’t easy. A lot of hard work goes into powering these campaigns, but they can generate incredible results for your cause — especially when you know how to identify donors eligible for matching gifts from their employer⁠s.

So, how do you optimize your phonathons and drive even greater results with matching gifts? We’ve compiled a number of tips and tricks to effectively communicate with your donors about matching gifts and raise more in phonathon revenue overall. By the end of this guide, you’ll be a phonathon pro and ready to start dialing!

This graphic explains several steps and tips for hosting a phonathon.

Want to find out how to optimize your organization’s upcoming phonathon to raise more? Let’s cover the basics before diving into tips that will transform your next campaign.

Download your free matching gifts guide, so you can leverage corporate giving during your phonathon.

The Fundamentals of Phonathons

Making the most of any type of campaign requires you to understand the basics of how they work. Let’s make sure you have the background knowledge you need before crafting your phonathon plans.

What is a phonathon?

This graphic provides the definition of the word phonathon, written out below.

A phonathon is a fundraising campaign in which organizations call supporters to solicit donations and engage with them. During a phonathon, trained staff or volunteers make outbound calls to donors to encourage contributions, share mission updates, and strengthen relationships via personalized conversations.

Often hosted by nonprofits and educational institutions, phonathons are a valuable tool for connecting with supporters, increasing donor retention, and boosting fundraising revenue. Successful phonathons require effective training, well-prepared scripts, and donor management systems to track and manage interactions.

What role do matching gifts play in phonathons?

Corporate matching gifts have the power to double (or sometimes even triple) the contributions your donors make. Through these CSR programs, companies offer to match their employees’ donations to charitable organizations. However, they often implement eligibility criteria alongside minimum and maximum donation amounts they’re willing to match.

By adding matching gifts to your phonathon strategy, your campaign will see even greater success. If you can capitalize on that potential during your phonathon, you’ll see a massive increase in raised funds. In fact, our matching gift research found that 84% of donors are more likely to donate if a match is offered. Meanwhile, 1 in 3 donors actually indicate they’d give a larger gift if matching is applied to their donation.

If you play your cards right, you can raise a lot more during your phonathon with corporate giving. You’ll just need to let donors know how to check their eligibility and submit a match request to their employers. After all, who wouldn’t want to double their contributions without reaching back into their own wallet?

1. Focus on the larger mission.

The most successful fundraising campaigns are focused on more than raising a certain dollar amount. If you can help donors understand why your cause is a worthy one, then you are far more likely to succeed. By highlighting the larger purpose of the campaign, you can motivate both donors and callers to feel good about what they’re doing!

To illustrate our point, take a look at two possible phonathon script introductions:

  • Phonathon Script Introduction #1: “I’m calling on behalf of University X to raise money for our annual phonathon campaign. Would you consider making a donation of $100 to the university’s endowment fund?”
  • Phonathon Script Introduction #2: “I’m calling on behalf of University X to raise money for our annual phonathon campaign. Would you consider making a donation of $100 to the university’s endowment fund? Every dollar you donate will go to scholarships for students in financial need!”

See the difference? In both cases, the caller is asking for the same dollar amount. But in our second example, the donor understands how their donation will be helping someone in need.

2. Create a standardized script for your phonathon.

For many of your callers, this will be their first phonathon campaign. The idea of getting on the phone with prospective donors or school alumni to ask for donations can be extremely intimidating.

Creating a detailed and interactive script can help ease the nerves of new callers when requesting contributions and standardize the giving experience. Here are the key components to any phonathon script:

This graphic outlines a typical phonathon script that callers can use.

  • Introduction: Answer the most basic questions: Who are you? What is your relationship to the organization running the campaign? Why are you calling?
  • Statement of purpose: Why is your organization asking for donations? What will the contributions be used for?
  • First ask: Make the initial request for a donation. What is the suggested donation amount? If the donor has made a donation previously, how much should the caller suggest they donate this year?
  • Gift confirmation: Success! How do we close the deal? How do we accommodate different payment methods?
  • Answers to common objections: Not everyone wants to donate. How do we respond to common objectives such as a lack of interest, recent issues with the organization, or other giving priorities?
  • Non-pledge close: For those calls that don’t end in success, it’s important to help close the conversation gracefully to maintain the relationship with the donor.

A great script is arguably the most important component of a successful phonathon, as it’s a resource that every caller will use. Spend significant time working with your organization’s communication director to put this resource together.

3. Include matching gifts in your phonathon’s scripts.

With over 26 million individuals working for companies with matching gift programs, many of your phonathon donors are bound to be eligible for a corporate match. Your callers should always ask donors if their employer offers a matching gift program.

Here’s how (it’s as easy as A-B-C!):

  • A: Ask every time. Few donors are thinking about (or are even aware of) matching gifts. In fact, 78% of those 26 million match-eligible individuals don’t know whether their companies offer these programs. Introduce the concept to see if they have any information about their employers’ corporate giving opportunities off-hand.
  • B: Be persistent. Donors sometimes default to, “I don’t think so,” when asked if their company will match their donation. Have callers ask for their employer’s name and then quickly research that specific company using our database.
  • C: Come prepared. If a donor has submitted a matching gift in the past, come to the call prepared with the company’s matching gift information. Make the process simple and easy for your donors.

Being well-versed in matching gifts and anticipating donors’ questions can go a long way in driving more matches to completion! You’ll be impressed by how much you raise in matching gifts during your phonathon.

An Example of This Strategy in Action

Let’s walk through an example of how to properly incorporate matching gifts into your script. A normal phonathon call will consist of the following steps:

  1. The caller introduces themself and the organization that’s fundraising.
  2. The caller asks the potential donor if they are willing to donate.
  3. The potential donor says yes/no.
  4. If the answer is no, the caller politely thanks the prospect for their time and ends the call.
  5. If the answer is yes, the caller begins the donation process with the new donor and helps guide them through the experience.

Once the donation is secured, have your caller make the matching gift ask. Use a template similar to this:

Many companies actually match donations made by their employees to schools and other nonprofits. Do you know if you or your spouse works for a company that offers a matching gift program? I’m happy to do a quick check to see if your company will double or possibly triple your donation.

Scripts take the guesswork and pressure out of calls. Plus, if you standardize your request process, you’re in a better position to evaluate and adjust it according to the results.

4. Practice for your phonathon with mock calls.

Having a team of well-trained callers is the secret to any successful phonathon campaign.

Prepare callers by organizing mock calls. During this time, they’ll read through the provided script and respond to a variety of different “donor personas.” See how they respond when a donor has questions about the campaign, voices objections, or wants to complete their transaction. Include some matching gift-related questions to ensure volunteers are prepared, too.

Proper preparation will help callers feel more at ease when it comes time to dial a real donor’s phone number. Plus, it can help get some of the roadblocks and uncertainties out of the way early!

5. Schedule calls when donors are home.

One of the most common challenges for phonathon callers is simply reaching donors in the first place.

To improve the chances that your donors pick up the phone, consider calling during the hours when they are most likely to be home and available. These are some of our recommended times to do so:

This graphic explains the best times to call to reach donors during a phonathon.

  • Monday – Thursday, 6-9 p.m. If you call within this time window, most donors will be home from work. Yet, it’s early enough that you reduce the risk of waking anyone up. After all, cranky donors rarely give donations.
  • Sunday, 4-9 p.m. At this time on a Sunday, most donors will be finished with their weekend errands and are likely available for a conversation.

Make sure that you’re planning to reach donors when they’re ready and able to chat for the greatest fundraising success.

6. Set nightly/weekly fundraising goals for your phonathon.

Setting goals greatly increases your chances of fundraising success. Encourage your callers to set nightly or weekly donation goals to instill a sense of accomplishment when they reach and exceed their objectives.

Then, there are plenty of opportunities to use these metrics to improve your fundraising results. We suggest that you:

  • Identify any knowledge gaps and situations where additional training is needed.
  • Assign your most effective callers to your highest-value prospective donors.
  • Communicate the concrete donation impact of your callers’ fundraising goals.

Setting detailed objectives helps your organization keep track of how many donations you bring in within a certain timeframe. You can even leverage some friendly competition among callers this way!

7. Use phonathon management software.

Consider purchasing phonathon software from a well-established vendor, such as industry leader Wilson-Bennett Technology’s DonorConnect. This type of tool can save you time, money, and many of the technical headaches that would ordinarily get in the way of a successful campaign.

Common tasks that phonathon software handles include:

  • Managing and updating your donor database.
  • Automating pledge verification via email.
  • Tracking call results.
  • Issuing reports on campaign progress.

By automating these time-consuming tactical steps, you can spend your time managing callers, increasing donations, and engaging in deeper relationships with supporters.

8. Train phonathon callers on matching gifts.

Using matching gifts to boost phonathon funds starts and ends with your callers. These individuals are the voice of your campaign, working hard to help you fulfill your mission. They need to be prepared to explain matching gifts and answer any questions a prospect may have.
While you may understand the value of capturing employer data and pursuing a matching gift from your donors, your caller and digital engagement teams may not. Make sure the people who will engage in those real-time conversations understand the what, why, and how of matching gifts.

Invest in a matching gift database to make researching donors’ eligibility a breeze. Then, consider these four components of effective matching gift phonathon training:

  1. Materials: Document how callers should ask about matching gifts and the process by which they should share company rules, guidelines, and instructions.
  2. Speakers: Who at your organization is responsible for matching gifts? Invite this team member to speak with your callers.
  3. Practice: Have your callers pair up and do trial runs on a few matching gift companies. Provide feedback as needed.
  4. Coaching: Like with anything, there’s always room for improvement. Listen for matching gift asks during calls and provide guidance to improve techniques.

Ensuring your team is on the same page about matching gift goals will make the ask that much easier when the opportunity arises. Check out this video for ideas to integrate matching gifts into your phonathons and everyday fundraising efforts:


You’ll need to teach them about the latest technology, such as matching gift auto-submission, too. This feature cuts out a few steps in the request process when donors fill out your online donation form. They’ll click a checkbox to opt into auto-submission. If their employer uses CSR software that integrates with our tools, our software will automatically fill out their match request to their employer.

Overall, being a caller for a phonathon is no easy task. But with proper training, you’ll situate your callers in the best possible position to make matching gift asks.

Make sure you prepare your phonathon volunteers to talk about matching gifts. Click here to read a guide to the fundamentals.

9. Implement screening and segmentation.

Make the most of your callers’ (and your donors!) time by pre-screening and segmenting your calling list beforehand in terms of matching gift prospects.

Think of it this way: would you rather call 10 people and have one person respond positively, or call five and have three people respond positively? By segmenting your contacts prior to reaching out, you ensure that each call is a valuable use of your team’s time and resources.

For matching-gift-related segmentation, you’ll enact a three-point process:

  1. Pre-screen your file for matching gift eligibility. It is likely that a sizable percentage of your existing prospects are matching gift-eligible. Know who they are in advance by researching local matching gift businesses and determining donors’ eligibility.
  2. Append relevant information to your file. Append employer data and phone numbers to either your entire file or best prospects.
  3. Segment your calling list accordingly. Assign your best callers to high-value match-eligible prospects. Not only are those candidates’ donations likely to get matched, but they are likely to have higher average donation amounts. If they don’t respond the first time, this group might even be worth a second call!

Increasing matching gift eligibility awareness is only going to help your campaign. Give your callers the information they need to have the biggest impact.

Of course, call volume is always going to be crucial for successful phonathons. But if your organization can be even 10% more deliberate about who you’re calling, you can significantly increase your call conversion rate.

10. Prepare for donor questions.

Some donors will be hesitant to give, especially if they’ve never contributed to your organization before. If they have questions about your mission, your particular fundraising need, or anything else that might be holding them back, you’ll want to have the answers prepped and ready.

Additionally, your donors might have questions about matching gift opportunities. Be sure your callers are able to provide basic information on company gift-matching by answering questions such as these:

  • What is a matching gift?
  • How do I figure out if my company will match my gift?
  • What’s the submission process, and how does auto-submission work?

Making sure that everyone is on the same page with regard to these questions ensures that your callers give supporters the most thorough, accurate information and drive as many donations as possible.

11. Equip callers with matching gift resources.

Do your callers have the information they need to help donors? You can’t expect them to memorize the program guidelines for all the thousands of companies that offer matching gifts⁠—so where can they find that information to pass along?

That’s where your matching gift company database comes in! This type of tool allows users to conduct a quick search of an employer’s name and receive detailed guideline information in seconds. Equip callers with access to this comprehensive database to uncover the following:

Before your phonathon, give your volunteers access to this relevant matching gift information with a comprehensive database.

  • Employee eligibility
  • Types of qualifying nonprofits
  • Match ratios
  • Match minimums and maximums
  • Forms and guidelines
  • Submission deadlines and instructions

Providing callers with ample information will help them quickly and easily answer common questions from donors. Once a donor has expressed interest in requesting a matching gift, you want your caller to be able to help in any way they can. Don’t miss out on a matching gift due to a technical or otherwise avoidable issue!

12. Follow up with match-eligible donors.

If a donor has expressed interest in matching gifts on the phone, your organization should follow up afterward to increase the likelihood of turning that interest into action.

Immediately after the conversation, send an email with matching gift request instructions for the individual’s employer. You’ll also want to include matching gift reminders across various donor communications, including:

  • Pledge acknowledgments: When confirming a donor completed their pledge, encourage them to check their eligibility, or if you know they’re eligible, direct them to their employer’s form.
  • Thank yous: When showing appreciation for your donors, include matching gift reminders, encouraging them to take their impact even further.
  • End-of-year reminders: Many companies set deadlines for match requests at the end of the calendar year. Remind donors to submit their requests before time runs out!

Telling donors their gift is eligible for a match is only one component of boosting matching gifts. It’s far more valuable if you pair that information with actionable next steps.

We also recommend embedding matching gift information into your website. Give your alumni and supporters a trusted place to find their matching gift information and next steps on an easy-to-find webpage, so they can take action after speaking with your ambassadors. This helps interested supporters discover gift matching and double their own donations!

Click here to learn more about marketing matching gifts year-round and during specific campaigns like phonathons.

13. Track and incentivize successful conversations.

Are your callers held accountable and rewarded for their overall fundraising and matching gift performance? One of the best ways to ensure that callers know how important matching gifts are to your phonathon is by implementing incentives.

Giving your callers something to work towards will only help your fundraising efforts. Then, once they reach and surpass their goal, provide them with a small token of appreciation⁠, such as a t-shirt, hat, mug, or even public recognition!

Tracking and incentivizing fundraising results also gives you a positive metric for tracking caller proficiency and efficiency. This enables you to define where your phonathon is doing well and where it has room for improvement. Once you’ve isolated those areas, you’ll be in a great position to adjust your efforts as needed.

14. Keep an eye on trends in employer information.

As you start to collect employer information from your alumni and supporters, you may notice trends in company data. Be sure to ask questions like these:

  • Do a lot of your donors work for the same companies?
  • In similar industries?
  • In specific locations?
  • Do those common companies your donors work for have strong matching gift programs?
  • Is there a concentrated area of match-eligible donors you could target for your next campaign?

These are all characteristics you can determine with greater accuracy the more donors you collect employer data from. While these are nice-to-know facts for general fundraising initiatives, they can also have a more significant impact on your greater matching gifts strategy.

Therefore, make sure you’re considering matching gifts when analyzing those trends for future initiatives. You never know when that information could come in handy for future events, digital outreach, or even a future phonathon!

15. Integrate your fundraising and matching gift tools.

Phonathons and other digital engagement events can be huge operations, and a lot can get lost in the shuffle if you don’t have the right tools. Luckily, providing a scalable system for your fundraising ambassadors and callers is an easy and effective way to organize your donor data. With matching gifts added to the mix, you’ll want an automated system to take care of all the nitty-gritty details for you.

Phonathon Software Integration

We recommend using a phonathon system to manage all your digital engagement needs⁠—particularly one that integrates with powerful gift-matching tools! Donor Connect by Wilson-Bennett Technology and 360MatchPro by Double the Donation offer an integrated solution that allows callers to retrieve and communicate valuable matching gift information when speaking to donors in real time.

It takes virtually no effort from your team to set up the integration, and you’ll be able to start using it right away in your next digital engagement event. Automate the best practices listed above by incorporating the autocomplete search tool within Donor Connect scripts, automated email outreach, and regularly updated donor data.

Matching Gift Auto-Submission Integrations

A big part of driving greater matching gift revenue is simplifying the process for donors and their employers. That’s where matching gift auto-submission comes in handy.

Many companies leverage CSR software to manage employee giving programs. When these companies use platforms that integrate with our tools, this is how streamlined the match request process is:

  1. A donor gives using your organization’s online donation page.
  2. They enter their corporate email address and click a checkbox to opt into auto-submission.
  3. If eligible, our tools will automatically complete their match request.

It’s that simple! Otherwise, they’d need to fill out the form themselves. Leading CSR software like Givinga, Millie, POINT, and Selflessly enable auto-submission, so be aware of donors who work for companies that use these platforms. From here, make sure your phonathon volunteers know the basics of how this software works, too!

Bonus! Fundraising advice from phonathon experts

Hear from the phonathon fundraising experts at Wilson-Bennett Technology: a phonathon management services and software company serving nonprofits since 1998.

Todd Smith

Founder and CEO – Wilson-Bennett

Todd Smith is the CEO and founder of Wilson-Bennett Technology, which provides phonathon services.

Ensure training is ongoing throughout the campaign and each caller receives assistance, along with reminders, before calling begins each session.

We always encourage callers to excel while teaching methods to overcome negative comments.

During training, be sure to explain campaign policies and procedures, ensuring callers make the highest quality call on behalf of your institution.

Rob Schlitts

Former President – Wilson-Bennett

Rob Schlitts was the president of Wilson-Bennett Technology, a phonathon service company for charitable organizations.

“Play chess with your phonathon.”

Matching the right prospects up with the right caller makes for a great connection, conversation, and ultimately a gift. Your alumni and student callers will both enjoy the ability to connect with prospects who share similar traits and experiences.

A well-trained student caller will always be the engine of a successful phonathon.

Wrapping Up

In an age of social media, texting, and online transactions, the human element of fundraising can get lost in the shuffle. Thankfully, phonathons offer a unique opportunity to bridge the gap between technology and personal connection.

Many organizations recognize that traditional phonathons remain a smart fundraising strategy. However, most don’t think about the potential of incorporating matching gift promotions into those invaluable donor conversations.

By following these tried-and-true phonathon fundraising tips, you can set up your team⁠—and your mission⁠⁠—for long-term success. Looks like it’s time to get calling!

For more information, be sure to check out our other educational fundraising resources below:

Click here to download a resource about matching gifts and learn how you can multiply money raised during your phonathons.