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Engaging Multigenerational Donors [With Workplace Giving]

December 13, 2023/in Learning Center, Marketing Strategies, Learning Center, Donor communications /by Adam Weinger

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:

The Unmatched Value of Multigenerational Donor Engagement
Top Fundraising + Workplace Giving Strategies by Generation
Collecting Donor Data to Segment Your Engagement Strategy
Our #1 Recommendation for Engaging All Generations: Automating Workplace Giving

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.

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

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.

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!

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!

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.

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!).

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!

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.

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:

Cause Marketing Examples Most Effective Campaigns

Cause Marketing Examples | 14+ Effective Campaigns

November 11, 2023/in Learning Center, Marketing Strategies /by Adam Weinger

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.

Campaign	Campaign Type
Light the Night	Custom Matching Gifts
Red Kettle Campaign	Point of Sale
Red Nose Day	Portion of Purchase
100% for the Planet	100% of Sales
Promotions That Give Back	Sponsorships
Buy a Pair, Give a Pair	Buy One Give One
PurposeFULL	Point of Sale
Soar With Reading	Proud Supporter
Arctic Home	Matching Gifts
Vodka for Dog People	Portion of Purchase
Miracle Balloon	Point of Sale
Dawn Saves Wildlife	In-Kind Giving
Empower Mint	Portion of Purchase
Create-A-Pepper	Interactive Giving

Top 5 Cause Marketing Examples [plus more!]
Light the Night
Red Kettle Campaign
Red Nose Day
100% for the Planet
Promotions That Give Back

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!

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.

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.

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 - 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.

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 - 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!

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

November 7, 2023/in Learning Center, Marketing Strategies, Fundraising Ideas /by Adam Weinger

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!

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.

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?

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:

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:

The caller introduces themself and the organization that’s fundraising.
The caller asks the potential donor if they are willing to donate.
The potential donor says yes/no.
If the answer is no, the caller politely thanks the prospect for their time and ends the call.
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:

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:

Materials: Document how callers should ask about matching gifts and the process by which they should share company rules, guidelines, and instructions.
Speakers: Who at your organization is responsible for matching gifts? Invite this team member to speak with your callers.
Practice: Have your callers pair up and do trial runs on a few matching gift companies. Provide feedback as needed.
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.

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:

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.
Append relevant information to your file. Append employer data and phone numbers to either your entire file or best prospects.
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:

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!

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:

A donor gives using your organization’s online donation page.
They enter their corporate email address and click a checkbox to opt into auto-submission.
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

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

“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:

200+ Amazing Fundraising Ideas to Help You Reach Your Goals. Are you looking for additional fundraising ideas to supplement your phonathon campaign? Explore our list of more than 145 simple and engaging choices.
Why Workplace Giving Matters for Nonprofits + Companies. Employee giving can quickly become a part of your regular fundraising outside of your phonathons. Learn about why workplace giving matters for your organization.
What Is Phone Number Appending? How the Process Works. Make sure you arm your volunteers with accurate phone numbers. Learn how data appending can help verify existing numbers and find missing ones for supporters, so you can maximize your phonathon results.

Marketing Matching Gifts In Your Digital Communications

October 6, 2023/in Learning Center, Marketing Strategies /by Adam Weinger

The #1 reason why donors don’t submit matching gift requests is that they don’t know their employers offer such programs. Corporate giving can be a significant source of revenue for nonprofits, and promoting these engagement opportunities to donors can substantially increase your giving revenue. That’s why more and more organizations like yours are crafting strategies to drive this funding source⁠—including marketing matching gifts in your digital communications.

In fact, studies show that mentioning matching gifts in fundraising appeals results in a 71% increase in response rate and a 51% increase in average donation amount. Not only do matching gift programs double individual donations, but they also encourage more donors to give in the first place and to increase their original contribution. In the end, that makes the matched gift larger, too!

In this guide, we’ll discuss a few of the most impactful and efficient ways to inform donors about gift-matching programs by utilizing digital communications. These typically include:

Emails
Email Signatures
Social Media Posts
Text Messages
Start / End of Year Reminders
Bonus: Multiply your impact with these recommended marketing resources!

Incorporating corporate giving into your digital outreach strategy can put you on the path to reaching your fundraising goals in a fraction of the time. Let’s get started!

Marketing Matching Gifts With Emails

Email outreach is a vital component of digital communications and overall fundraising. Email provides instantaneous outreach to donors, so you can essentially ask “Have you thought about doubling donations with matching gifts today?” Then, people can reply (or request their match!) just as quickly.

Best practices for marketing matching gifts with your email streams include:

Embedding a text link and a visual graphic within your email that directs readers to your matching gift page, attracting supporters’ attention and guiding them to additional information to continue growing their knowledge on the topic.
Encouraging supporters to perform a search to see if their company matches donations. If so, your embedded database tool makes it easier than ever for users to access the appropriate forms, guidelines, and instructions to complete their match submissions.

This will allow you to capture donors’ continued support while they’re in the giving mindset⁠. Not to mention, meet them right where they are: on their mobile devices or computers!

A successful email marketing strategy hinges on a well-paced, steady procession of the right moves rather than a reckless bombardment of emails. With enough space to write a quick blurb and/or link to a full-length article, email messages are a great place to educate donors about matching gifts.

Keep in mind that a personalized email or digital newsletter dedicated to matching gifts is likely going to be the most effective strategy. However, incorporating matching gifts in a larger email resource can work well, too. Loyal donors will likely read your regular emails, so it’s a good place to provide in-depth information about the benefits of corporate giving.

Example Content:

“Do you work for a match-maker? Instantly find out if your employer will double or even triple your donation to the National Kidney Foundation with a quick search of our online database!”

“Thousands of companies will match donations made by their team members, retirees, and even employee spouses. Search now to access your employer’s matching gift forms and complete the simple, minutes-long process to drive additional support toward our cause.”

When it comes to timing, we recommend following up with donors soon after they complete their initial gifts. However, you don’t want to include your matching gift messaging within an existing thank-you email, as those are more likely to be overlooked.

Our matching gift research indicates that emails sent within 24 hours of a donation produce a 53% open rate. That’s 2-3x times higher than the average nonprofit open rate!

Marketing Matching Gifts With Email Signatures

Chances are that your organization sends a ton of emails⁠—including fundraising messages, mission-related content, and more. But did you know that every message you send can be an opportunity to promote matching gifts? Just use your email signature!

An email signature typically includes an individual’s personal contact details, nonprofit information, and even a relevant image or organization logo⁠—but it’s also a great place to promote matching gifts.

Best practices for marketing matching gifts with your email signatures include:

Modifying the email signatures for everyone on your membership and/or development teams to promote matching gifts at as many touch points as possible.
Linking to additional resources to which recipients can navigate to learn more about matching gift opportunities (such as your dedicated matching gift page on your website).

A simple blurb alongside a flashy graphic about corporate giving can increase awareness and be the needed push for donors to take a quick five minutes to submit matching gift requests. It’s one of the easiest and most cost-effective ways to promote matching gifts year-round.

Example Content:

“Your donation may be eligible for a matching gift from your employer. Find out at catrescueclub.com/matching-gifts/.”

“Your membership contribution may be eligible for a matching gift from your employer. Find out at doublethedonation.com/CRC/.”

Marketing matching gifts effectively involves making the most of every opportunity and resource at your disposal. And your staff email signatures offer a valuable source of promotional real estate that can go a long way in your day-to-day interactions!

Marketing Matching Gifts With Social Media Posts

People flock to social media to discover the internet’s best content. Though you don’t need to produce viral posts every day, you do need to provide compelling and engaging information on a consistent basis. And some of the most impactful content you can share has to do with corporate gift-matching opportunities!

There are nearly as many social media outlets as there are stars in the universe, so it’s best to focus on really optimizing your strategy on just a few sites. Depending on your organization and its typical donor base, this might include Facebook, X (formerly Twitter), LinkedIn, and more. Regardless of the platforms you choose, each networking site requires a nuanced approach to get your information out there and best engage with your audience.

Best practices for marketing matching gifts with your social media platforms include:

Sharing educational resources about matching gift programs and the companies that offer them to educate and empower donors to take action.
Engaging your digitally savvy donors and volunteers and encouraging them to submit matching gifts to increase the likelihood of submission.
Scheduling messages on a recurring basis as a way to appeal to supporters without asking for an additional donation.

Whether or not you employ a matching gift service, a simple tweet, Facebook post, or LinkedIn article can spread the word about these programs to thousands of donors.

Social media sites like these offer a great way to keep people up-to-date on your nonprofit’s campaigns, inform your audience about matching gift opportunities, and encourage donors to look into the process. Just be sure to include a direct link to a location where users can uncover additional information and the next steps!

Example Content:

“It takes just a few minutes to submit a corporate employee matching gift form…have you submitted yours?”

“What do Microsoft, Bank of America, IBM, and Verizon all have in common? Each one matches donations made by their employees to nonprofit organizations. Many major employers offer similar employee matching gift programs. Search atlantauniversity.edu/employer-matching-gifts/ to find out if your employer offers something like this, as well as to access program guidelines, how-to instructions, and relevant forms.”

Social media offers an excellent opportunity to get matching gift information in front of a wide audience at a time. Not to mention, it allows supporters to interact with your content in personal ways, strengthening their connections with your cause and allowing them to spread the word even further.

Marketing Matching Gifts With Text Messages

Another form of digital communication that is becoming increasingly popular among nonprofits and their donors is texting. In fact, studies show that SMS marketing reports average open and response rates of 98% and 45%, respectively. As a result, text messaging, or SMS, can be a fantastic way to reach donors quickly and affordably using direct marketing strategies.

Best practices for marketing matching gifts with SMS communications include:

Automating your organization’s outgoing text messaging efforts to donors identified as matching gift eligible to save time while growing revenue.
Keeping your texts short and sweet to get your message across quickly (typically 1,000 characters or less) and grab your audience’s attention.
Utilizing personalizable SMS templates and customizing names, donation amounts, employing companies, and more to increase likelihood of engagement.

Luckily, there are a number of tech solutions designed to streamline and simplify the processes involved with mass, pre-scheduled text messaging. For example, Double the Donation utilizes programmable communications company, Twilio to offer automated matching gift text marketing services for its enterprise clients.

Example Content:

“David, thank you for your generous donation of $200 to the Cat Rescue Club. Did you know that your gift is likely eligible for a corporate match from Johnson & Johnson? View your employer’s matching gift guidelines and forms here!”

“Have you submitted your matching gift request for your most recent contribution? Get your donation doubled and increase the impact brought to Atlanta University.”

SMS marketing continues to grow in popularity as text is a quick, easy, and effective way to get your message in front of donors. And with a mobile-friendly matching gift solution like 360MatchPro, supporters can choose to take the next steps and submit matches from their smart phones from wherever they are!

Marketing Matching Gifts With Start / End-of-Year Reminders

Matchable donations have limited lifespans, so you need to promote matching gifts to eligible donors before the clock runs. In other words, a supporter can’t donate and submit a matching gift request for that donation half a decade later.

Although program specifics vary by company, most corporations adhere to one of the following types of standards for matching gift submission deadlines:

A set number of months from the date of the donation (the standard is one year, though it can range from one to twelve months)
The end of the calendar year
The end of January or February in the year following when the donation was made

That’s why year-end and new-year appeals can be such a great way to remind donors about impending matching gift deadlines.

Best practices for marketing matching gifts with your start or end-of-year reminders include:

Providing context about matching gift programs and the importance of submitting matching gift requests before it’s too late.
Stressing that previously made donations are often eligible to be matched for up to a year after being submitted.
Ramping up your matching gift marketing efforts with increased communications during the year-end giving season.
Utilizing social media as a great way to spread the word to your supporters and reach the widest audiences possible.
Optimizing communications by staying up-to-date on your donors’ employers and their specific deadline requirements.

Ideally, your organization will encourage donors to submit their matching gifts at the time of their initial donation. However, many companies have an extended grace period during which they’ll accept requests. Ending or starting a new year is a fantastic chance to remind donors about an opportunity they may have overlooked.

Don’t miss out on a final chance to double donations from the year!

Example Content:

“Did you donate to us this year? There’s still time to submit a matching gift request from your employer⁠—submit your match here before the end of the year!”

“Many matching gift companies offer a several-month grace period in the year following the year a donation was made. Now, many deadlines are quickly approaching at the end of January and February! Find out how to access your employer’s guidelines and complete your match request here.”

Bonus: Multiply your impact with these recommended marketing resources!

According to Nonprofits Source research, an estimated 80% of nonprofits report having difficulty building strong workplace giving strategies due to limited staff and resources. That’s where we come in at Double the Donation. Our aim is to equip organizations with the tools they need to successfully market matching gifts through digital engagement.

Read on to explore our suggested ways to elevate matching gift results with these available assets.

360MatchPro automation platform

First things first, you don’t want to have to schedule and send each digital correspondence on your own. Nor do you want to be tasked with the manual research involved with screening and identifying match-eligible donors.

Instead, Double the Donation’s complete automation solution, 360MatchPro, equips organizations to trigger the right messaging at the right time. This ensures more donors are being informed of their matching gift opportunity and encouraged to take part when eligible⁠—helping you to grow funding at your mission!

Check out this 60-second overview to see how it works:

And incorporating eye-catching and attention-grabbing visual elements in your outreach can go a long way!

Double the Donation’s customizable digital marketing templates

A lot of successful digital outreach involves content creation⁠—written, video, graphic, and more. This is especially true when it comes to engaging your audience with a multimedia marketing strategy. For example, one study indicates that social media content with video produces more than 10x the engagement rate of content without video. Meanwhile, another report found that including images in social posts results in over 650% higher engagement than text-only content. And these findings are consistent across views, clicks, likes, replies, shares, and more.

Yet many organizations don’t feel they have the time to devote to the creation of such materials. That’s why the Double the Donation team provides its users with access to free, editable marketing templates. This includes pre-designed graphics and customizable animations for email, Facebook, Instagram, and LinkedIn⁠. And this arsenal of marketing materials should make it quick and easy to promote matching gifts online.

Note: For current clients looking to obtain these assets, log into your 360MatchPro account at https://doublethedonation.com/members/login/. From there, navigate to the “Resources” tab and select the option for “Marketing Assets.”

Then, scroll to browse our library of more than 24 pre-made Canva templates, eBooks, and graphics⁠—and begin editing to your liking!

Not familiar with Canva? Check out our walkthrough here to get started—and register your organization for free access to Canva Premium here!

Plus, 360MatchPro users also have the opportunity to download a free matching gift video or purchase a custom-branded 60-second overview that can be implemented across digital marketing channels.

For those who do not yet employ Double the Donation’s services, request a demo to get in touch with our team and explore our top matching gift marketing tools.

Matching gift learning materials and expert insights

Finally, Double the Donation is proud to provide a wide array of educational resources⁠—including blog posts, live and on-demand webinars, downloadable guides, templates, and more⁠⁠—for nonprofit fundraisers looking to get better acquainted with matching gifts. After all, your team will be able to market matching gifts to supporters more effectively when those behind the scenes are intimately familiar with the programs.

And one of our top recommended resources for organizations is our online Matching Gift Academy. As the industry’s first and only digital learning platform centered on effective match fundraising, this content on building a matching gift strategy, overcoming common pitfalls, best practices for identifying eligible donors, and an entire module dedicated to matching gift marketing efforts.

Plus, we offer free access to the Academy for all current Double the Donation users as another way to boost our clients’ success.

Wrapping Up & Further Reading

Nonprofits need every dollar they can grab. Luckily, matching gifts are an effective way to increase fundraising without demanding too much out of donors. The first step is simply making donors aware of the opportunities⁠. And one of the best ways to do so is by marketing matching gifts in your digital communications.

You may choose to promote matching gifts using social media, texts, emails, and more (or a combination of such methods). Incorporating online outreach in your strategy allows you to showcase matching gifts in a simple, affordable, and effective way.

Get ready to maximize your matching gift funding! Explore our other suggested educational resources on the topic below:

Matching Gifts: Your Guide to Growing Your Revenue with Automation. Automating your communication strategy is our top recommendation to scale up your matching gift fundraising. Learn how to get started with this guide.
Top 30 Matching Gift Companies: Find Your Match. Thousands of businesses large and small offer matching gift programs to employees. Browse this list of thirty companies with noteworthy giving initiatives and see how you can leverage their support.
How Donor Employer Information Can Boost Your Fundraising. Knowing where your donors work is essential for optimizing your matching gift outreach with company-specific program guidelines. Plus, explore other benefits with this post!

In this guide, we’ll cover best practices for writing fundraising letters and provide effective templates to set you up for success.

14 Fundraising Letters & Templates to Inspire More Support

August 2, 2023/in Marketing Strategies, Learning Center, Learning Center /by Adam Weinger

Your nonprofit needs funds to power its mission, but how do you communicate this need to potential donors? Fundraising letters are a time-tested, impactful way to reach out to supporters and encourage them to play a role in your impact.

Whether you choose to send them via email or direct mail, if you’re looking for smart and effective appeal letters, you’ve come to the right place. We’ve compiled common types of donation requests, plus carefully crafted templates that your team can use to jumpstart your outreach.

Here’s what we’ll cover:

How to Send Fundraising Letters
How to Write a Fundraising Letter
14 Types of Fundraising Letters (+ Templates)

With the right tips, tricks, and tools, your team can connect with more donors and cultivate lasting relationships to strengthen your work. Let’s cover the basics of writing fundraising letters, then explore the specific types of requests your nonprofit may decide to send.

How to Send Fundraising Letters

Before crafting your letters, you’ll want to know how you’re going to deliver each one. That way, you can tailor the formatting appropriately. Certain outlets lend themselves better to letters than others. Of course, you’ll want to deliver your solicitation letters using each recipient’s preferred contact method. Bearing that in mind, let’s explore the most common channels nonprofits use to solicit donations.

Via eCards

Who doesn’t love receiving a thoughtful greeting card? From special occasions to “just because,” there’s a card for everything! With a bit of creativity, you can elevate your fundraising letters by sending them as digital greeting cards. Each donor will receive a virtual greeting card alongside your letter. Delivering them in this format is more creative and effective than a plain letter.

Here’s a peek into why nonprofits use this approach to drive greater fundraising results:

Visual Appeal: eCards are visually captivating since you can use images, graphics, and videos to grab the recipient’s attention. This enhances the overall impact of the message and encourages the recipient to read more of your message.
Interactivity: Using this format, you can incorporate interactive elements like animations that activate when hovered over and clickable links to your donation page. Not only do these features make letters more engaging, but they also make it convenient for recipients to donate.
Timeliness: You can deliver eCards instantly, ensuring that the message reaches your recipient promptly. There’s no need to wait for it to be delivered in the mail, making eCards especially valuable for time-sensitive appeals.
Shareability: Recipients can forward eCards to friends, family, and anyone else who might be interested in supporting your cause. This amplifies the reach of your fundraising letter!

Not to mention, this approach is extremely cost-effective, eco-friendly, and personable. No need to waste paper or money on printing and postage. You’ll get the speed of email and the authenticity of direct mail!

To leverage this approach, choose an online eCard platform. We recommend using eCardWidget. The platform enables nonprofits to create digital greeting cards that communicate their missions. To fundraise with them, you can either sell them to supporters or send them directly to donors to solicit gifts.

Via Email

Many nonprofits connect with donors by delivering fundraising letters via email. Regular email communication allows you to build relationships over time by keeping supporters informed about your organization’s initiatives and fostering a sense of belonging to a larger cause.

Through targeted email campaigns, you can reach your entire donor base while customizing solicitation messages to resonate with individual donors. You’ll want to:

Craft compelling subject lines that grab attention and encourage recipients to read your letters.
Segment email lists based on donor history, interests, and engagement levels.
Include clear calls to action, guiding recipients to take action by either donating or sharing the campaign with their networks.
Review performance metrics such as open rates and click-through rates to gauge the success of your fundraising letters.

The versatility, speed, and cost-effectiveness of email make it an essential tool in your nonprofit’s fundraising and digital marketing arsenal. You’ll have everything you need to deliver thoughtful fundraising letters and drive contributions that support your work.

Via Direct Mail

Deliver your fundraising letters via direct mail to donors who prefer a more personable touch. Known for its authenticity, direct mail allows you to connect with donors on a more intimate level.

Fundraising via direct mail makes it a bit more challenging to segment your outreach, but still take donor-specific details like giving history into account when crafting your letters. Then, you’ll want to vary your approach slightly by including easy response components. For example, include a pre-addressed envelope or QR code that leads to your donation page. This will simplify the donation process, enhancing the effectiveness of your solicitations.

Overall, the tactile nature of direct mail makes it a valuable tool for your nonprofit to engage donors, reinforce its mission, and drive meaningful contributions.

How to Write a Fundraising Letter

When crafting a fundraising letter for your nonprofit, the key to success lies in not only communicating your funding needs clearly, but inspiring recipients to take action and make a gift. To set your appeal up for success, follow these essential steps:

Address the donor by their preferred name. Including the recipient’s name demonstrates that you value their support as an individual, rather than a nameless source of revenue.
Incorporate storytelling. Make it easy for potential donors to understand the importance of your mission by sharing a story that elicits empathy and demonstrates how your nonprofit makes a real difference in the lives of those you serve. For instance, a wildlife rescue nonprofit might introduce an injured fox that it’s working to rehabilitate and release.
Add compelling visuals. Adding an image or two can immediately grab the attention of your recipients, enhance your messaging, and allow them to better understand why they should contribute to your cause.
Emphasize the impact of donations. Empower potential donors to act by situating them at the center of your nonprofit’s impact. Be specific as to how their gifts will further your mission. For example, a nonprofit that trains and provides assistance dogs to military veterans might communicate that a $25 gift will provide a month’s worth of food for one dog, and a $100 gift will cover all of its vaccination costs.
Include a call to action. Once you’ve emphasized the importance of donations, use a call to action to encourage recipients to act immediately. Then, include a link to your donation page or, if you’re sending the letter via direct mail, add a QR code along with a pre-addressed return envelope.

To make your fundraising appeals stand out from the crowd, consider sending them as fundraising eCards. These online cards provide an efficient, memorable, and sustainable⁠ way to engage your supporters—not to mention they’re low-cost.

14 Types of Fundraising Letters (+ Templates)

Now that you have a clearer understanding of what it takes to draft a compelling fundraising letter, let’s take a closer look at some common types and templates that may come in handy:

1. Nonprofit Fundraising Letters	8. Event Fundraising Letters
2. Seasonal Fundraising Letters	9. Recurring Gift Fundraising Letters
3. School Fundraising Letters	10. Capital Campaign Fundraising Letters
4. Church Fundraising Letters	11. Annual Fund Fundraising Letters
5. Individual Fundraising Letters	12. Corporate Sponsorship Letters
6. In-Kind Donation Request Letters	13. Donor Thank-You Letters
7. Matching Gift Fundraising Letters	14. Fundraising Update Letters

1. Nonprofit Fundraising Letters

What are nonprofit fundraising letters?

Nonprofit fundraising letters are typically sent by charitable organizations to individual donors and/or prospects in order to solicit donations for a cause. They can be sent on their own or included in a welcome packet that contains pamphlets, booklets, and additional information.

Typically, an effective donation request letter will include:

A summary of your mission and vision
How you’ll use donated funds
A direct and specific call to action that creates urgency

Bonus: We suggest giving donors the option to reply to your letters by mailing a traditional check or directing them to give through your organization’s website.

To whom should you send them?

Send your nonprofit fundraising letters to anyone in your network of support, including:

Current and past supporters
Prospective donors
Volunteers
Event attendees
Board members

In other words, reach out to anyone who has previously expressed interest in your cause. Tailor your messaging to different groups based on their relationship with your organization. Keep in mind that while older generations of donors may prefer direct mail communications, younger millennials and Gen Z supporters may prefer a digital approach.

When should you use them?

You can send nonprofit fundraising letters at any time of the year! However, they are particularly effective toward the end of the calendar year when donors are calculating their pre-tax season finances. People also tend to be more charitable in December, which means that your appeal has a better chance of securing a donation.

Nonprofit fundraising letter template

Dear [Donor],

[Begin with an emotional appeal: A success story or a narrative that tugs on donors’ heartstrings and hooks your readers. Keep it short and sweet, though!]

Our community/nation/world is facing [problem(s) your organization aims to solve]. While we are actively [insert current solutions or related programming], we need your help to make our efforts go even further.

Your support is crucial to our efforts to improve the world around us by [tangible steps toward your overall mission]. We’d love it if you could make a donation of $[suggested amount] to help us achieve our mission and [solve the problem].

Thank you in advance for your contribution. Your donation will go toward [insert ongoing effort, recent accomplishment, or current project].

Here are the ways you can make a donation:

Donate online at [URL to donation page]

Call us at [phone number]

Send a check in the pre-stamped envelope

Text [keyword] to [text-to-give phone number]

Thank you again!

Sincerely,

[Signature of Organization Leader]

[Name of Organization Leader]

[Title]

[Nonprofit]

P.S. [End with an update about an upcoming event, volunteer opportunity, or other information on how to get further involved].

Nonprofit fundraising eCard example

This eCard would work perfectly for a disaster relief organization that wants to send fundraising letters.

The eCard above depicts two hands uniting through flood waters. This creative design is ideal for a disaster relief organization seeking support for communities affected by flooding. While a simple design, the hands communicate the impact just one donor could have.

2. Seasonal Fundraising Letters

What are seasonal fundraising letters?

Seasonal fundraising letters are sent during specific times of the year and are typically aligned with holidays, annual events, or seasons that hold significance for the cause or donors.

These letters play into the emotional and thematic connections associated with specific seasons to engage donors and encourage contributions. Since these fundraising letters are time-oriented, the timing and context help foster a sense of urgency and prompt recipients to take action.

To whom should you send them?

These types of fundraising letters are ideal for anyone who’s shown interest in your cause, including:

Existing donors
Lapsed donors
Prospective donors
Volunteers
Event attendees
Board members

If you’re sending a holiday-themed letter, just make sure that the recipient celebrates the holiday. For example, you wouldn’t want to send a Christmas card to someone who celebrates Hanukkah instead.

When should you use them?

By considering the timing of each seasonal fundraising letter, you can maximize the impact of your outreach and encourage meaningful contributions. Key times to send seasonal fundraising letters include:

Around holidays: From Valentine’s Day to the Fourth of July, any holiday is the perfect time to send a solicitation letter. Whether you’re fundraising during Christmas, Mother’s Day, or Thanksgiving, you can encourage people to give back.
At year-end: Considering that December accounts for 30% of annual giving, the end of the year is the perfect time to send seasonal fundraising letters. Capitalize on the spirit of giving during the year-end holiday season, and emphasize the importance of making a last-minute tax-deductible donation.
During cause awareness months: Determine if there’s an awareness month, week, or day devoted to your cause. If so, send fundraising letters during that time. For example, Breast Cancer Awareness Month is October, Earth Day is April 22nd, and National Suicide Prevention Week falls in September each year.
Back-to-School (August/September): As the school year begins, nonprofits focused on education or youth development can send letters that emphasize the importance of investing in children’s futures.
Summer Campaigns (June-August): Summer months can be a great time to send letters, especially for environmental causes, youth programs, and other outdoor initiatives that align with the season’s themes of growth, adventure, and relaxation.

There are plenty of other times you can send your seasonal fundraising letters beyond these. In any case, the timing should align with the occasion’s theme and your nonprofit’s mission. This will ensure the message resonates.

Seasonal fundraising letter template

Dear [Donor’s Name],

Greetings from [Your Nonprofit’s Name]! As the [Season] season unfolds, we find ourselves reflecting on the incredible journey we’ve embarked upon and are humbled by the unwavering support of individuals like you who have been a beacon of hope for our cause.

This [Season], we are excited to share the remarkable strides we’ve taken toward [Mission]. With your support, we’ve been able to [Highlight a specific achievement, project, or initiative]. We invite you to join us once again in making a profound difference in the lives we touch.

Your generosity has been instrumental in [Describe the impact of their previous contributions]. With every dollar you contribute, you are sowing the seeds of positive change and empowerment.

As we approach [Specific Occasion or Date], consider making a [Seasonal] donation to [Your Nonprofit’s Name]. Your gift, no matter the size, will help us [Highlight the purpose or project that the seasonal campaign is supporting].

Here’s how you can contribute:

Online: Visit our website at [Website Link] to donate.

Mail: Fill out the enclosed donation form and send it to [Your Nonprofit’s Address].

Phone: Call us at [Phone Number] to make a donation over the phone.

Your belief in our mission is the foundation upon which we build a brighter future. Together, we can create lasting change that resonates far beyond [Season].

Thank you for being a pillar of support for [Your Nonprofit’s Name]. Your generosity is a gift that keeps on giving, and we are deeply grateful for your commitment to making the world a better place.

Wishing you and your loved ones a meaningful [Season] season!

With gratitude,
[Signature]
[Name]
[Nonprofit]

Seasonal fundraising eCard example

This Valentine’s Day eCard would pair well with a seasonal fundraising letter.

Valentine’s Day is one of the best holidays for sending seasonal fundraising appeals since people are in a loving state of mind. If you need examples to spark your inspiration, the Humane Society of Tacoma & Pierce County designed a collection of Valentine’s eCards that donors could purchase to send to loved ones. Each design featured one of their furry residents, the nonprofit’s logo, heart graphics, and animal puns.

While you can always sell eCards like this, try sending them alongside your fundraising letters to donors!

3. School Fundraising Letters

What are school fundraising letters?

School fundraising letters are a popular way for educational institutions (K-12 and higher ed, public and private alike) to solicit support for various school-related purposes. They generally provide a summary of the school’s specific fundraising needs, such as:

Upcoming field trips
Extracurricular activities and clubs
Scholarships and financial aid offerings
Educator training and professional development
New equipment and technology purchases
Classroom supplies
Athletic programs and facilities

To maximize results, highlight your school’s recent accomplishments, specify how the funding will make an impact on your student body and community, and provide instructions on how the letter recipient can choose to give.

To whom should you send them?

Send school fundraising letters to your school’s supporters—and those you think may be interested in getting involved. Often, this will include:

Students’ parents
PTA members
Other volunteers
Alumni
Community members

You can even take a peer-to-peer approach, encouraging students to send their own fundraising letters to family members and friends who may be interested in giving.

When should you use them?

Send your fundraising appeals at any time during the school year!

However, popular campaign periods include the beginning of the school year, leading up to the holiday season, and prior to large-scale events and initiatives.

School fundraising letter template

Dear [Name],

We hope this letter finds you well. As we begin the new school year here at [School Name], we are excited to share with you some of the exciting initiatives we have planned for our students.

At [School Name], we are committed to providing the best possible education and learning opportunities for our students. We believe every student deserves access to the resources and support they need to succeed, regardless of their background or financial situation.

To help us achieve this goal, we are launching a fundraising campaign to support various school-related initiatives, such as [list specific initiatives].

We are reaching out to our dedicated parents, alumni, and supporters to ask for your help in achieving our fundraising goals. Your generosity can make a significant impact on the lives of our students, helping us to provide them with the best possible education and prepare them for a bright future.

Any contribution, no matter the size, will be greatly appreciated and put to good use. [Include instructions on how to donate, e.g., online donation platform, mailing a check, etc.]

We value your continued support. Thank you in advance for considering a donation to [School Name] and for committing to helping us create a brighter future for our students.

Best wishes,

[Signature]

[Name]

[Title]

Seasonal fundraising eCard example

Schools can create eCards like this one to pair with their fundraising letters to families.

If you’re designing an eCard for school fundraising, create an engaging design like the one above. Your eCard platform will likely provide plenty of graphics related to education, like graduation caps, apples, and anything else you need. Be sure to incorporate childlike elements like handwritten font to make your design more authentic.

4. Church Fundraising Letters

What are church fundraising letters?

Church fundraising letters can take many forms. They can be used to ask for general church-related contributions, as well as fundraising efforts such as:

Charity auction item requests
Fundraising event donations
Sponsorship requests
Mission trip funding
Church building funds
Missionary support

Churches commonly send out fundraising letters to notify congregants when church events or other fundraising initiatives are occurring. These types of fundraising letters can be used to share the details—date, time, location, etc.—of the event and encourage those who can’t attend to give in advance.

To whom should you send them?

Depending on your specific needs, you can send church fundraising letters to your congregation or to a broader community audience.

For instance, a fundraising appeal to collect donations in support of a new church building will likely be sent only to those involved with the church, while a campaign to raise funds for sending youth to a summer camp might solicit donations from students’ family members and friends, regardless of their affiliation with your ministry.

When should you use them?

You can send out church letters whenever you have a fundraising need! Churches rely on the generosity of their congregants to keep the doors open and the lights on.

Of course, you’ll want to limit your fundraising letters to a few per year and rely on in-person appeals during a church service for the majority of your fundraising efforts.

Church fundraising letter template

Dear [Name],

We hope this letter finds you well. Because you’re an important part of our church family, and we’ve so appreciated your support in the past regarding our [example campaign the individual supported] initiatives, we thought you’d want to know about our big plans for this new year.

As you surely know, our congregation is growing. Just like any family, the more members you have, the more room you need. We’re pleased to invite you to be an important part of this exciting process!

[Church Name] is raising money for a brand-new sanctuary and bell tower. How blessed are we to have so many members like yourself that we need to build an entirely new structure?

That said, we are currently accepting donations that will make this exciting new project possible, and we ask that you consider giving to support our efforts.

Your donation, no matter the size, will be greatly appreciated and put to good use. We invite you to be a part of this new chapter in our church’s history and help us create a space where we can come to worship, learn, and grow together.

If you would like to contribute, please visit our website at [URL] or mail or drop off a check to [church office address].

Feel free to reach out to our special projects coordinator, [Name], at [phone number] or by email at [email address] if you have any questions about our fundraising initiatives or the new sanctuary or bell tower.

As always, have a blessed week. We hope to see you Sunday!

In Him,

[Pastor’s Signature]

[Pastor’s Name]

Church fundraising eCard example

Create religious eCards to send alongside your fundraising letters to congregation members.

When designing an eCard for a church, be sure to infuse spiritual elements like this eCard does. The graphic on the card design shows stained glass in the shape of a cross, helping the reader to draw a connection between eCard Recipients will immediately understand what the rest of the email is about by simply reading “In Every Act of Giving, We Feel God’s Grace.”

Explore more church fundraising letters

5. Individual Fundraising Letters

What are individual fundraising letters?

Nonprofits aren’t the only ones with fundraising needs! Sometimes, individuals aim to raise money for a cause, project, or life event, whether on their own or as part of a peer-to-peer fundraising campaign.

Common individual fundraising letter needs include:

Personal medical expenses
Disaster relief
Political campaign funding
Grassroots advocacy needs
Travel or education expenses

Make it as easy as possible for supporters to contribute. You can set up a crowdfunding campaign to supplement your fundraising efforts and use the fundraising letter to direct people to your campaign page to give. This can be highly impactful, as in North America alone, crowdfunding generates around $17.2 billion each year.

To whom should you send them?

Depending on the specific fundraising need, an individual may send personal fundraising letters to their family members, friends, acquaintances, colleagues, and more.

Consider tailoring your recipient list based on the purpose behind your efforts. For example, an individual raising funds to go on a religious mission might prioritize individuals within their church community.

When should you use them?

You can send individual fundraising letters whenever you need to raise money for a cause that means a lot to you. If you’re collecting donations for an upcoming event or project, be sure to start planning, drafting, and sending your letters at least a few weeks in advance.

Individual fundraising letter template

Dear [Donor],

My name is [Name], and I am [describe your position/situation/background]. I am looking to raise [amount of money] to help me pay for [project/expense/cause/etc.].

[Include information about why the cause or project is important to you and how it could potentially impact the reader or those you serve].

I’m writing to ask you to support me and my [cause/project/etc.]. Just a small donation of [amount] can help me [accomplish task/reach a goal/etc.].

Your donation will go toward [describe exactly what the contribution will be used for].

[When possible, add a personal connection to tie the donor to the cause. For example, if you’re raising money to help build a school in a developing country and you’re writing to a teacher, emphasize the fact that everyone deserves a quality education].

Thank you in advance for your contribution. You have no idea how much it means to me to have your support.

Here are the ways you can make a donation:

Donate online at [URL of your crowdfunding page]

Send a check in the pre-stamped envelope I’ve included

Thank you again!

Sincerely,

[Signature]

[Name]

Individual fundraising eCard example

Use images of the beneficiary when sending individual fundraising letters.

While you can use drawings and graphics for individual fundraising eCards, you’ll evoke emotional connections by featuring a picture of who the donations will impact. This eCard is the perfect example of this strategy in action! The sender draws an emotional reaction instantly and can use their fundraising letter to dive into storytelling and their request for support.

6. In-Kind Donation Request Letters

What are in-kind donation request letters?

In-kind donation requests are often sent by nonprofit groups that ask for gifts of tangible goods or services instead of traditional monetary donations.

Most often, these letters will request a specific gift from the recipient, such as:

Office equipment or technology
No-cost meeting spaces or venue rentals
Food supplies
New or gently used clothing or shoes
Pro bono services like free marketing, accounting, or legal assistance from an associated firm

In-kind donations can allow charitable organizations to offset some of their largest operational costs with goods and services made available by supporters. A well-written donation request letter lets your audience know what kinds of things you’re looking for and how they can be of assistance!

To whom should you send them?

You can send in-kind donation letters to individual supporters as well as corporations, foundations, and even other nonprofit groups.

Remember: these letters should be specific. If you’re seeking free marketing assistance, be sure to reach out to a local marketing agency. If you’re looking for appealing items to auction off in your upcoming fundraising event, you might reach out to a wider range of individuals or businesses. This might include restaurants, travel agencies, salons, retail stores, and more.

When should you use them?

You can send these types of letters whenever you have a specific need! Some of the most common use cases include fundraising events (e.g., requesting auction item donations), community food or clothes drives, or a new campaign or initiative that would benefit from in-kind gifts.

In-kind donation request letter template

Dear [Individual Donor or Corporate Sponsorship Manager],

I hope this letter finds you in good health and spirits. I am writing to request your support for [Nonprofit], a nonprofit organization that is committed to [mission statement or general purpose of the organization].

As we strive to fulfill our mission, we rely heavily on the generosity of donors like you. We are reaching out to request an in-kind donation of [specific goods or services needed], which we believe would make a significant impact on our efforts by [description of benefits made available by such a donation].

Your contribution would be an invaluable asset to our organization and would help us to [achieve a specific goal or outcome]. In return, we would be happy to offer [recognition or publicity for the donor, such as inclusion in event materials or social media shoutouts]. We will also provide a receipt for the value of the donation for tax purposes.

We appreciate your consideration of our request, and we welcome the opportunity to discuss this further with you. If you have any questions or need further information, please do not hesitate to contact us at [phone number or email address].

Thank you for your generosity and support.

Sincerely,

[Signature]

[Name]

[Title]

[Nonprofit]

In-kind donation request eCard

This eCard is ideal for food banks to send alongside its fundraising letters to solicit food donations.

This eCard is perfect for food banks seeking in-kind donations of food. Within the design, the depiction of people working together communicates the collective effort necessary to end hunger. The text really drives that point home by saying, “From your pantry to their plates, every meal matters.” In turn, the organization can retain donors by emphasizing the vitality of their continued support.

7. Matching Gift Fundraising Letters

What are matching gift fundraising letters?

Matching gift fundraising letters are a specific type of outreach that nonprofits send donors to inform or remind them about relevant matching gift opportunities.

Matching gifts are a popular (yet continually underutilized) type of corporate giving program. In fact, it’s estimated that $4 to $7 billion in matching gift funds goes unclaimed every year. The process typically follows these basic steps:

After an employee donates to an eligible nonprofit, they submit paperwork to their company to match
If the donation meets the company’s predetermined requirements, the business will make a contribution to the nonprofit as well.
Though companies often match gifts at a dollar-for-dollar ratio, many are willing to triple or even quadruple their employees’ gifts!

Unfortunately, many donors are unaware that their employer offers a matching gift program.

That’s where a matching gift fundraising letter comes in!

In this letter, you’ll inform the donor about their employer’s specific workplace giving initiatives and how to get involved. If you don’t have a record of a supporter’s employer, simply use your matching gift letter to direct them to your online matching gift web page and company search tool.

To whom should you send them?

All donors should receive matching gift letters after making their initial gifts to your organization.

However, since direct mail can be costly, we recommend sending email follow-ups to the majority of your supporters. Reserve your direct mail letters for your most lucrative matching opportunities or for particularly high-value donors who have a known preference for physical communications.

When should you use them?

The best time to promote matching gifts is immediately after a donor gives. Your nonprofit is still fresh in their minds, so they’ll be more likely to submit a matching gift request when encouraged to do so promptly.

After a donor makes a gift, send out an email that:

Thanks them for their donation
Encourages them to submit a matching gift request

Furthermore, you can consider leveraging matching gift auto-submission to streamline the process even further and make it easier for donors to submit their requests. Once they’re determined to be eligible for matching gifts, all they need to do is provide a few key pieces of information, and the software automatically completes the request for them. Check out this video to see how auto-submission simplifies the match-fulfillment process:

Matching gift fundraising letter template

Dear [Donor],

Thank you for your generous support in the amount of $[gift size]. Your donation is helping us make a real impact in the lives of those we serve.

We wanted to let you know about an exciting opportunity to make your gift go even further. Did you know that many employers offer matching gift programs? This means that they will match their employees’ charitable donations, doubling or even tripling the impact of your gift.

We encourage you to visit our matching gift page here [URL] to see if your employer participates in a matching gift program. This resource provides an intuitive company search tool with easy-to-follow instructions on how to take advantage of this opportunity and make your donation do more.

By taking a few minutes to submit a matching gift request, you can make an even greater impact on our mission. Thank you again for your generous support, and we look forward to continuing to work together to make a difference in the lives of those we serve.

Sincerely,

[Signature]

[Name]

[Matching Gifts Coordinator]

[Nonprofit]

8. Event Fundraising Letters

What are event fundraising letters?

A fundraising event can be a highly impactful way for nonprofits to generate revenue. However, before the event takes place, it’s crucial to mobilize donors and the greater community to participate.

You can achieve this through event fundraising letters. These letters provide details about the event and encourage the recipient to attend in support of the nonprofit’s mission.

When drafting the letter, include a clear and persuasive case for support, as well as an explanation of how funds will be raised during the event (for example, through ticket sales, donations, or auction bids). A well-crafted fundraising event letter should make the reader feel enthusiastic about supporting the cause and eager to register for the event.

To whom should you send them?

For an in-person event, send fundraising letters to all of your organization’s supporters who reside in your local area. However, hybrid and virtual events open up the possibilities, allowing your team to engage attendees over any distance.

As you craft your recipient list, include donors, volunteers, board members, previous event attendees, and even businesses that have interacted with your organization in the past.

When should you use them?

Send your fundraising letters well in advance of your event date. While the perfect timeline can vary from one organization to the next, aim to notify your supporters at least six to eight weeks before the big day. This will allow them to make any necessary arrangements for attending and enable your nonprofit to maximize the overall turnout.

Event fundraising letter template

Dear [Supporter],

I hope this letter finds you well. I am writing to invite you to [Nonprofit]’s upcoming event, [Event Name], which will take place on [date] at [time] at [location].

[Event Name] is a [type of fundraising event, like run/walk/ride, charity auction, gala, etc.]. This annual fundraising event helps us to raise funds for our organization, [Nonprofit], which is dedicated to [summary of mission statement or purpose].

We believe that every member of our community deserves access to [insert services provided by your organization], and your support helps us to achieve this goal.

We have exciting activities planned for the evening, including [details about the event such as entertainment, keynote speakers, or other activities]. And the best part is that all proceeds go towards supporting our programs and services.

We would be honored if you could attend this special event and support our cause. Your ticket purchase or donation will help us make a difference in the lives of those we serve.

Learn more about the opportunity at our event page here [URL].

We appreciate your consideration and hope that you can join us for this meaningful evening.

Thank you for your support.

Sincerely,

[Signature]

[Name]

[Title]

[Nonprofit]

Event fundraising eCard example

This eCard from Vineyard Church North Phoenix pairs well with event fundraising letters

Designed by Vineyard Church North Phoenix, this event invitation was originally designed for congregants to invite their friends and family to an upcoming service. However, you can copy their approach by featuring photos you’ve taken and featuring welcoming text such as “You’re Invited” or “Join us!”

9. Recurring Gift Fundraising Letters

What are recurring gift fundraising letters?

Recurring donations provide nonprofits with steady and predictable income that allows them to plan for and maintain effective operations over time. In fact, recurring donors contribute 42% more each year than one-time donors. Whether you’re looking to expand your recurring gifts program or get started for the first time, well-written recurring donation letters can be immensely useful.

Recurring donation letters are tailored to appeal to dedicated supporters who may be interested in supporting your cause on a regular, automated schedule. These letters should provide an overview of the benefits of recurring gifts (for your mission as well as for the donor) and provide instructions on how they can sign up if interested.

To whom should you send them?

Send recurring gift letters primarily to donors who have already recently supported your cause, especially those who have made several one-off donations. However, first-time donors can also be good candidates for these programs if they’ve shown a commitment and a willingness to support your cause in the past.

When should you use them?

You should send a recurring donation letter to an existing supporter after they contribute a one-time gift to your organization—ideally within a few weeks following the most recent donation.

Additionally, you might decide to host a “recurring gift campaign” and promote your monthly giving program to all supporters. This can take place at any time during the year but may be particularly effective during the end-of-year holiday giving season. You can even set and communicate a goal for the number of recurring donors you’d like to sign up by a target date to drive urgency and leverage a sense of social proof.

Recurring fundraising letter template

Dear [Donor],

I hope this letter finds you well. I wanted to reach out to you about joining [Nonprofit]’s recurring gift program. By setting up a recurring gift, you can provide ongoing support for our mission to [summary of mission statement or purpose] and provide services for [primary audience benefitting from your organization’s programming].

Recurring gifts are a convenient and effective way to support our organization. By making a regular monthly gift, you can help us to offer [list specific services provided by your organization] to those in need.

To sign up for the program, go to our website here [URL for recurring donation page] or text [recurring donation keyword] to [fundraising shortcode].

Thank you for your generosity.

Sincerely,

[Signature]

[Name]

[Title]

[Nonprofit]

Recurring gift fundraising eCard example

This eCard communicates the impact of recurring donations, making it ideal to send alongside your monthly donation fundraising letters.

Imagine you receive a fundraising letter paired with an eCard of a cute dog with pleading eyes. Wouldn’t you be compelled to donate to whichever animal rescue organization sent it to you? Try creating a greeting card like the one above and featuring text that communicates the impact of ongoing support.

10. Capital Campaign Fundraising Letters

What are capital campaign fundraising letters?

A capital campaign is a fundraising initiative that aims to meet a high-dollar goal over a relatively long time frame (often one to three years). Dedicated fundraising letters are an excellent choice for soliciting support for this campaign.

This letter should explain the purpose behind the dedicated fundraising effort, which is often used to reach a significant goal. Oftentimes, nonprofits launch capital campaigns to collect funding to build a new facility, purchase high-cost equipment, or establish an endowment fund, so you’ll want to specify the need and how it will impact your cause as a whole.

To whom should you send them?

Capital campaign letters are generally sent to your nonprofit’s existing donors. And don’t count them out if they’ve recently given to a different fundraising initiative, either. A capital campaign donation is generally considered an “above and beyond” contribution. Just be sure to acknowledge their other gifts and explain how the efforts are differentiated.

To produce optimal campaign results, segment your contact list according to donors’ previous engagement with your organization, giving history, and estimated capacity to give.

When should you use them?

Since a capital campaign is split into two key phases (the Private Phase and the Public Phase), it’s important to understand when you should employ your fundraising letters.

Generally, the Private Phase kickstarts your campaign by exclusively engaging major donors, board members, and other particularly high-value individuals. While you may opt to utilize capital campaign letters as a cultivation or stewardship strategy in this phase, you’ll likely make your largest asks in person (or, at the very least, over the phone). Nonprofits typically raise at least 75% of their goals in this phase.

Once you get to the Public Phase, however, your well-crafted fundraising letters can be an excellent tool for driving your campaign to the finish line with donation appeals sent to low- and mid-level supporters.

Capital campaign fundraising letter template

Dear [Donor],

On behalf of [Nonprofit], we are excited to announce a new and exciting capital campaign. And we’d like to invite you to join us in our efforts!

This large-scale fundraiser has a lofty goal of $[fundraising goal] to [summary of campaign purpose].

As you know, our organization is committed to [brief description of mission]. With your support, we’ve been able to make great strides in these areas, but we know that there is still much work to be done. That’s why we’re launching this campaign to raise the funds we need to [reiterate campaign purpose], which will have a transformative impact on our ability to fulfill our mission.

This is a critical time in our organization’s history, and we need your support to make our vision a reality. We believe that with your help, we can [describe the impact of the campaign, such as improving the lives of those we serve, expanding services, etc.].

This campaign will span over the next three years, and we are committed to transparency throughout the campaign. We’ll provide regular updates on our progress and milestones achieved.

We appreciate your consideration and hope that you can join us in this important endeavor.

Thank you for your support.

Sincerely,

[Signature]

[Name]

[Title]

[Nonprofit]

Capital campaign fundraising eCard example

Send eCards with building-related designs like this with your capital campaign fundraising letters.

Capital campaigns require substantial amounts of support. If you’re building something, try including a stock photo of blueprints or actual project renderings on your nonprofit eCards. This will show you’re serious about the end result and your plans are already underway. You can also include a witty phrase like “Lay the foundation for tomorrow” or “Help build our future.”

11. Annual Fund Fundraising Letters

What are annual fund fundraising letters?

An annual fund is a nonprofit’s ongoing fundraising campaign that seeks to collect unrestricted funds—money not set aside for a particular project or program—for the organization. These funds often cover facility costs, staff salaries, and other “non-mission related” expenses. Annual fund fundraising letters solicit donations that go toward the fund.

These letters should focus primarily on the good work your organization is doing, highlighting recent, ongoing, and future projects made possible by generous donor funding.

To whom should you send them?

Just about anyone who has shown interest in your organization and its mission can be a great candidate for your annual campaign fundraising letters! This includes:

Existing donors
Prospective donors in your pipeline
Volunteers
Event attendees
Newsletter subscribers
Social media followers

You can also send these letters to try and re-engage lapsed donors, so consider sending your annual fund letters to that segment as well.

When should you use them?

An annual fund is typically a never-ending initiative with no set “finish line,” so organizations often collect donations for their annual funds year-round!

Aim to have a few annual fund pushes throughout the year to devote a good deal of time and resources toward driving support for the campaign. Then, you may decide to send one-off annual fund letters as a way to engage new supporters as they get involved with your cause.

Annual fundraising letter template

Dear [Donor],

I am writing to you on behalf of [Nonprofit] to invite you to support our annual fund campaign. Your donation helps us to provide [summary of services provided by your organization] to those in need. Plus, it allows us to continue our mission to [brief overview of mission statement or purpose].

This year, we aim to raise $[fundraising goal] from generous donors like you. We collected a record $[funds raised in the previous annual fund campaign] for our annual fund, and I think we can surpass it this year.

We appreciate your ongoing support and hope that you can consider making a donation to our annual fund campaign today. If so, please mail a check using the enclosed pre-stamped and pre-addressed envelope or make an online donation by scanning the QR code below [QR code redirects to your online giving form URL].

Thanks again for your generosity.

Sincerely,

[Signature]

[Name]

[Title]

[Nonprofit]

Annual fund fundraising eCard example

This eCard is perfect for an environmental organization to solicit donations year-round. It features a nature-inspired design complete with green, Earth-themed graphics. An alluring eCard like this can help capture attention for your fundraising letter.

12. Corporate Sponsorship Letters

What are corporate sponsorship letters?

Corporate sponsorship letters are used by nonprofits, schools, or other organizations looking to receive support from for-profit companies for a specific project or event.

Though they can vary depending on the company or nonprofit, sponsorship letter packages typically include the following components:

A sponsorship proposal cover letter, or the formal request for a sponsorship donation. It explains the nonprofit’s fundraising need and details how the funds will be used.
A sponsorship level document, which determines how companies decide how much they’d like to give. This resource often lists a few sponsorship levels to choose from and the perks that come with each. The higher the donation, the more perks the company receives.

Plus, there’s typically a sponsorship acknowledgment letter sent afterward to thank the company for its contributions.

To whom should you send them?

Send your corporate sponsorship request letters to any businesses with which you’re interested in partnering. A few ways to locate top prospects include identifying companies already in your network, such as your donors’ employers and top matching gift-givers, local businesses in your own community, and companies known for being particularly charitable.

When should you use them?

Sponsorship letters should be sent out well in advance of your event or project. This gives companies enough time to consider and respond to your donation request.

Furthermore, your nonprofit should send sponsorship acknowledgment letters immediately after a donation has been made and after the event has ended.

Corporate sponsorship letter template

Dear [CEO/CSR Manager/Business Owner],

I am writing on behalf of [Nonprofit], an organization dedicated to [summary of your mission, vision, and how you serve your community].

We are hosting our [event name] on [date] at [location]. Last year’s event was such a huge success that we decided to host it again!

In the past, this event has raised $[amount] and has [list out specific accomplishments using statistics and figures].

This year we’re hoping to raise even more! Our goal is $[amount], and we were hoping you could help us reach that goal.

By becoming one of our corporate sponsors, you’ll be able to [list projects that corporate donations could help accomplish].

We’ve also listed out some of the incentives and perks that your company can enjoy should you decide to become one of our corporate sponsors in our attached Sponsorship Levels Document. Regardless of the amount you choose to give, your company name will be included in our event program, and you’ll be mentioned in the press release that we’ll publish on our website.

We’re accepting cash donations as well as gifts-in-kind of goods or services.

Please browse the Sponsorship Levels Document to find the giving level that’s right for your company. If you’re ready to make a donation, tear off the perforated section of the following document and send it back to us in the self-addressed envelope we’ve enclosed.

I’d like to thank you in advance for your generosity. Please don’t hesitate to contact me directly at [phone number] or [email] if you have any questions.

All the best,

[Signature]

[Name]

[Title]

[Nonprofit]

Corporate sponsorship eCard example

This eCard is an example of how you can showcase beneficiaries when sending sponsorship fundraising letters.

Connect with prospective sponsors on an emotional level by including images of your beneficiaries. You can showcase their situations and make your case for support that much more compelling when sending your sponsorship letters.

Check out other sponsorship request letters here

13. Donor Thank-You Letters

What are donor thank-you letters?

Donor thank-you letters are pretty self-explanatory. These letters (or emails!) thank supporters for their contributions to a recent fundraising campaign. Sending personalized gift acknowledgments is an excellent way to deepen your relationship with supporters and keep your cause at the forefront of their minds.

Best practices for effective thank-you notes include:

Greeting the recipient by name
Acknowledging the donor’s specific means of support
Addressing the impact made possible through their gift

Plus, you can share additional involvement opportunities (without asking for another gift). Encourage supporters to follow your social media pages, subscribe to your newsletter, or request a matching gift from their employer!

To whom should you send them?

Send thank-you letters to all of your supporters. In addition to traditional donors, this includes volunteers, in-kind givers, corporate sponsors, peer-to-peer fundraisers, matching gift donors, and more.

When should you use them?

Thank-you letters should be sent out as soon as possible after receiving a contribution. Ideally, this should be done within 48 hours of the initial gift being made.

It’s not a bad idea to use multiple channels, either. Consider sending an automated acknowledgment email immediately and following up with a tangible note in the days or weeks afterward. You can never be too appreciative of your donors!

Donor thank-you letter template

Dear [Donor],

I can’t tell you how much all of us at [Nonprofit] appreciate your generous support of our cause. Thanks to your donation of $[amount], we’ll be able to [list out specific goals, objectives, etc., made possible through the gift].

We are so grateful for your belief in our organization’s work.

At [Nonprofit], we are committed to transparency and accountability. Therefore, we’ll be sure to keep you informed about how your donation is making a difference in the lives of those we serve. We couldn’t do it without you!

I also wanted to let you know that we’ll be hosting an exclusive donor appreciation event on [date]. We’d love to extend an invitation to you to participate in this opportunity, with more details to come! Our current donors have all enjoyed developing a stronger partnership with our organization, and I’m hoping you’ll do the same.

Thanks a million,

[Signature]

[Name]

[Title]

[Nonprofit]

Donor thank-you eCard example

Send a thank you letter alongside an eCard like this example.

Show donors some love with an eCard alongside your thank-you letters. Youth for Understanding offered several eCards that past beneficiaries could send to thank anyone who made their experience with the organization memorable. Add a custom note alongside an eCard like this, and the recipient will have a thoughtful keepsake that inspires them to keep giving!

Explore more donor thank-you letters and templates

14. Fundraising Update Letters

What are fundraising update letters?

Fundraising update letters are post-fundraising campaign communications sent to supporters. These messages allow you to wrap up loose ends, celebrate success, and look to future plans and goals.

This letter should contain a summary of your recent campaign (e.g., event, crowdfunding effort, peer-to-peer fundraiser, capital campaign, etc.) and your overall level of success (whether you reached or exceeded your fundraising goal). Plus, you’ll want to provide additional context, reminding your audience how the funding will be used to further your mission. And don’t forget to thank each recipient for the role they played in driving your fundraising efforts forward.

To whom should you send them?

Anyone involved with your fundraising campaign should receive a campaign update letter! This includes donors of all giving levels, volunteers, corporate sponsors, peer-to-peer fundraisers, and more who made your fundraising success possible.

You might even decide to send fundraising update letters to existing supporters who opted not to partake in your fundraiser. This can allow them to stay up to date on organization happenings and celebrate the generosity of their fellow donors.

When should you use them?

Like donor thank-you notes, fundraising campaign update letters should be sent as soon as possible. Rather than following each donor’s contribution, however, wait until the entire campaign has wrapped up. Then, send your letters in the following days or weeks to celebrate their support.

Think of this type of fundraising letter as the big finale after your solicitation letters and other engagement efforts!

Fundraising update letter template

Dear [Donor],

I wanted to reach out and provide an update on our fundraising efforts at [Nonprofit].

Thanks to your generous support, we were able to surpass our fundraising goal of $[insert fundraising goal] by over $[amount raised beyond your goal]. All in all, we collected $[total raised through the campaign] that is going to make a huge difference in the lives of [primary audience benefitting from your organization’s services].

Now, we will continue to work toward [nonprofit vision] by [list several specific projects or programs receiving funding from the recent campaign].

And we’ve already gotten started! Check out this photo to see how things have been going over here:

[Insert picture showcasing your organization’s efforts; ideally, a new project or program. Ex: breaking ground on a new building]

We are so grateful for your ongoing support and appreciate your commitment to our mission to [summary of mission statement or purpose]. We could not do this important work without your help.

Thank you for your ongoing generosity.

Sincerely,

[Signature]

[Name]

[Title]

[Nonprofit]

Donor thank-you eCard example

After sending fundraising letters, be sure to update donors with an eCard like this one.

Perfect for an environmental nonprofit, this eCard emphasizes a core mission of rebuilding the planet. It features a nature-inspired design that reminds the recipient of the cause at hand. Then, the sender can use the thank-you letter to provide concrete updates and explain the donor’s role in making the mission possible.

Wrapping Up (& Sending Off!)

Crafting effective fundraising letters is vital to just about any giving campaign⁠. This is true for nonprofits as well as churches, schools, and even individuals.

To make your appeals impactful, it’s essential to understand your recipients and personalize your message accordingly. From there, you’ll want to convey your organization’s mission in a way that resonates with your audience and provide a clear call to action to support your cause.

For more valuable fundraising tips and tricks, check out these additional resources:

What Is an Email Append? All Your Questions Answered. Want to make sure your fundraising letters are reaching their recipients? Use email appends to keep your supporter contact information accurate and up to date.
6 Best Practices for Producing Impactful Matching Gift Videos. Take your matching gift fundraising strategy to the next level by learning how to create informative and effective matching gift videos for your nonprofit.
Donor Retention: A Comprehensive Guide + 6 Strategies. Set your future fundraising appeals up for success by exploring the key strategies for donor retention in this detailed guide.

Matching Gifts and Relief & Development Nonprofits

July 27, 2023/in Marketing Strategies, Learning Center, Matching Gift Companies, Fundraising Ideas, Learning Center /by Adam Weinger

In today’s nonprofit world, the collaboration between individual giving and corporate philanthropy has become more essential than ever. Charitable organizations working tirelessly to provide relief and development services often rely on the generosity of both groups to fund their vital initiatives. And that’s how matching gifts and relief and development nonprofits go hand in hand.

In this guide, we’ll explore matching gifts and their role in bringing mission-focused organizations like yours to new heights. This includes:

The Basics: Matching Gifts and Relief & Development Orgs
Companies That Match to Relief & Development Causes
Making the Most of Matching Gifts for Your Relief Group: Top Tips
Sample Matching Gift Messaging for Relief and Development Nonprofits

Corporate matching gifts offer a win-win opportunity for nonprofit causes—including those in the relief and development sector. Growing your knowledge of these powerful initiatives can set you and your team up for long-term, ongoing success.

Let’s get started!

The Basics: Matching Gifts and Relief & Development Orgs

Before jumping into the specific tools and strategies that can aid your relief and development organization in maximizing matching gifts, it helps to build a solid understanding of the opportunity at hand.

By definition, matching gifts are a specific form of corporate philanthropy in which participating companies match donations their employees make to qualifying nonprofit causes.

Corporate matching gift opportunities offer widespread benefits to the participating parties. These include…

The recipient organization, which ultimately receives two gifts for the cost of soliciting one. Not to mention, the nonprofit can benefit from increased donor engagement and strengthened individual relationships.
The initial donor, who gets to see their charitable contribution stretch twice (or even three times!) as far for a nonprofit cause they care about.
The contributing company, as it’s positively impacted by elevated employee engagement, improved brand reputation for its social responsibility, significant tax benefits, and more.

From a nonprofit perspective, the opportunity is too big to overlook. Still, matching gifts are left on the table each year—to the tune of $4 to $7 billion in unclaimed match revenue.

In order to position your organization for matching gift success, it helps to familiarize yourself with some of the most popular matching gift programs and their eligibility criteria.

Companies That Match to Relief & Development Causes

Many companies provide employees with the opportunity to double their support for the nonprofits they care about. Here are a few businesses with standout program offerings in the relief and development sector!

Johnson & Johnson

As a leading provider of matching gift funds, Johnson & Johnson is committed to supporting relief and development through its generous employee matching gift program and other philanthropic initiatives.

Employees who donate to eligible organizations can have their contributions matched by the company, enabling individuals to amplify their giving. Ultimately, it incentivizes team members and corporate leaders to make a meaningful difference in the lives of those served by relief organizations and beyond.

And here’s an overview of the company’s matching gift guidelines:

Minimum donation — $25
Maximum donation — $20,000
Match ratio — 2:1
Qualifying employees — Full-time, part-time, retired
Qualifying nonprofits — Relief and development organizations and nearly all other 501(c)(3) causes

Explore Johnson & Johnson’s matching gift program here.

Edgewell Personal Care

Encompassing some of the most prominent grooming, skin, sun, and feminine care brands, Edgewell Personal Care recognizes the importance of supporting widespread nonprofit causes. Thus, Edgewell employees have the opportunity to double their donations to eligible relief and development organizations⁠—along with other nonprofit missions.

This empowers qualifying employees to contribute to positive change and aid in disaster recovery, community development, and more. And here’s an overview of the matching program:

Minimum donation — $25
Maximum donation — $5,000
Match ratio — 1:1
Qualifying employees — Full-time, part-time employees
Qualifying nonprofits — Relief and development organizations and many others

Explore Edgewell Personal Care’s matching gift program here.

3M Company

At 3M, employees are encouraged to make a greater impact through personal donations by participating in the company’s matching gift program. When individuals donate to eligible nonprofits⁠—like relief and development organizations⁠—3M Company matches at a dollar-for-dollar rate, effectively doubling the support provided.

This program aids in multiplying the reach of relief and development efforts to help communities grow and thrive. Take a look at the program overview below:

Minimum donation — $25
Maximum donation — $1,000
Match ratio — 1:1
Qualifying employees — Full-time, part-time, retired
Qualifying nonprofits — Relief and development organizations, educational institutions, and most other nonprofits

Explore 3M Company’s matching gift program here.

Intel Corporation

Intel Corporation aims to make a global difference in relief and development initiatives, and one way it’s doing so is through a generous matching gift program. This effort encourages Intel employees to increase the impact of their donations to eligible organizations, supporting critical relief efforts, contributing to sustainable development projects, and improving the lives of communities around the world.

Here’s an overview of the matching gift program guidelines:

Minimum donation — $10
Maximum donation — $5,000
Match ratio — 1:1
Qualifying employees — Full-time, part-time, retired
Qualifying nonprofits — Relief and development organizations, educational institutions, and many other nonprofits

Explore Intel Corporation’s matching gift program here.

JPMorgan Chase

JPMorgan Chase recognizes the importance of supporting relief organizations in their mission to foster sustainable development. Through its employee matching gift program, the company encourages employees to multiply the impact of their own donations to qualifying causes, thus demonstrating an ongoing commitment to supporting global communities.

And here’s an overview of the matching gift program:

Minimum donation — $10
Maximum donation — $1,000
Match ratio — 1:1
Qualifying employees — Full-time, part-time
Qualifying nonprofits — Relief and development organizations, health and human services, arts and cultural groups, civic and community organizations, and environmental nonprofits

Explore JPMorgan Chase’s matching gift program here.

Making the Most of Matching Gifts for Your Relief Group: Top Tips

At Double the Donation, we’ve worked with many relief and development organizations to aid in elevating their corporate matching gift fundraising. Here, we’ve compiled a list of our favorite tried-and-true tips to help your team unlock the full potential of matching gifts.

1. Utilize matching gifts to reach critical relief goals quickly.

When it comes to generating revenue for organizations that provide immediate assistance during and after natural disasters (such as food, water, shelter, and medical), it’s important to remember that great needs can arise very quickly. Luckily, matching gifts can play a key role in fundraising for these needs more effectively and efficiently than ever before.

After all, the offer of a corporate match does more than provide a free “bonus” donation⁠—which is a significant win in and of itself. It can also produce substantially heightened fundraising response rates and result in larger average gift amounts even before the match comes through.

2. Focus on doubling relief and development impact.

By participating in matching gift programs, eligible donors can contribute in even greater amounts to critical relief efforts, support sustainable development initiatives at new levels, and make an increasingly positive change in the lives of individuals and communities worldwide. Thus, it’s a good idea to communicate the amplified impact that matching gifts make possible in order to encourage your audience to participate.

For the greatest results, position the opportunity in terms of elevated tangible impact. For example, you might say something like this: “Double your contribution to support TWICE as many children in need,” or “Your donation plus a corporate match will enable our team to provide two kits of medical supplies for the cost of one.”

When you communicate the greater potential of each gift with an associated match, donors are more likely to get involved!

3. Automate the process so no matches are left unclaimed.

Our #1 tip for any organization has to do with streamlining matching gift operations with dedicated automation technology. Doing so allows nonprofit fundraisers to benefit from…

Better donor experiences (with guided assistance through the process);
More matches driven completion, ultimately producing additional matching gift funds for your cause;
Additional time not spent manually following up on matches that can be reallocated to other mission-critical activities.

Thus, automating matching gifts will be a game-changer for your relief organization. For example, Double the Donation’s industry-leading solution will identify more match-eligible gifts, integrate matching gifts directly into the giving process, trigger personalized follow-ups with company-specific guidelines and next steps, and track and report on matching gifts from start to finish.

See how it works in the video below:

Sample Matching Gift Messaging for Relief and Development Nonprofits

One of the best things you can do to drive matching gifts is to integrate matching gift promotions into your existing fundraising and marketing strategies. Check out these customizable templates to get started in your efforts!

Matching Gift Email Template:

Subject: Double Your Impact in Support of Relief and Development!

Dear [DONOR],

Your generous support has always made a significant difference in our relief and development efforts. Now, we have an exciting opportunity to make an even greater impact together.

Did you know that [COMPANY] has a matching gift program for employees like you? By simply submitting a matching gift request, you can double the impact of your donation to our organization. It’s an incredible way to amplify your support and help us provide vital relief, foster sustainable development, and transform lives.

Take a moment to check if your employer participates in a matching gift program and join us in this meaningful endeavor. Together, we can bring hope, resilience, and lasting change to communities in need.

Thank you for your continued dedication to our cause!

Sincerely,

[NAME]

[NONPROFIT]

Matching Gift Social Media Post Template:

Did you know that your donation to [NONPROFIT] can go twice as far? Many companies, like [COMPANY], [COMPANY], [COMPANY], and [COMPANY], offer matching gift programs to support nonprofits like ours. Take a moment to find out if your employer matches donations and maximize the impact of your support⁠—click the link to search the database tool on our website and learn more [URL].

Together, we can make a difference in the lives of those in need! #MatchingGifts #DoubleYourImpact #ReliefAndDevelopment

Matching Gift Text Message Template:

Hey [DONOR]! Did you know your employer might match your donation to [NONPROFIT]? Double the impact of your support and make an even greater difference in our relief and development efforts.

Click here to search for your employer, [URL], or get in touch with your HR department about their matching gift program today!

Matching Gift Web Page Template:

Multiply Your Impact for [NONPROFIT] with Matching Gifts

Double Your Donation, Double the Difference

Many companies have matching gift programs to support relief and development organizations like ours. By taking advantage of your employer’s matching gift program, you can double the impact of your donation and help us bring hope, support, and sustainable development to those in need. Check if your employer participates in a matching gift program and learn how to double your donation today.

[EMBEDDED COMPANY SEARCH TOOL]

Matching Gift Direct Mail Template:

Dear [DONOR],

Your support has been instrumental in our relief and development initiatives, and we want to share an exciting opportunity with you. Did you know that your employer may offer a matching gift program? By taking advantage of this program, your generous donation to [NONPROFIT] could be matched, effectively doubling the impact of your support.

We encourage you to reach out to your employer’s HR department to inquire about their matching gift program or visit the “Matching Gifts” tab on our website to learn more.

As always, your action makes a world of difference and helps us provide vital assistance to those in need.

Warm regards,

[NAME]

[NONPROFIT]

Final Thoughts

Matching gifts have the remarkable ability to transform nonprofit fundraising. By making the most of individual donor gifts and their associated corporate matches, relief and development organizations like yours can increase funding, expand programming, and maximize benefits for more individuals in need. And equipping your fundraising team with the right knowledge and tools can go a long way toward achieving optimal matching gift success.

Best of luck!

Keep learning⁠—check out these additional resources to dive deeper into matching gift strategies for organizations like yours:

Overcoming Matching Gift Roadblocks [Helpful Solutions.] Uncover valuable insights to overcome common challenges facing matching gift programs. These practical solutions help streamline the process from start to finish.
Marketing Matching Gifts | A Guide for Avid Fundraisers. Equip your team with effective marketing techniques to promote matching gifts. Learn how to raise awareness, engage donors, and drive participation in the programs.
Top 24 Matching Gift Companies: Leaders in Philanthropy. Explore the industry’s leading companies known for their commitment to corporate philanthropy. Learn more about each business’s programs and support.

Matching Gifts for Homeless Shelters & Missions | A Guide

July 27, 2023/in Learning Center, Marketing Strategies, Matching Gift Companies, Fundraising Ideas, Learning Center /by Adam Weinger

As homelessness remains a persistent issue across the globe, the organizations that provide shelter and assistance to those in need are essential to our society. And in order to generate much-needed financial support for homeless shelters and nonprofit missions, impactful fundraising initiatives often come into play. Our favorite strategy for doing so is built around corporate matching gifts for homeless shelters and missions.

In this guide, we’ll provide an overview of corporate matching gift programs and share how these opportunities empower organizations to stretch their impact even further. Ultimately, it allows nonprofits like yours to maximize available resources that benefit widespread homeless communities⁠. In turn, those communities, as well as those supporting them, are also positively impacted.

It’s a win-win-win⁠—and an opportunity that your team should know more about. Dive in to explore the following topics:

What to Know About Matching Gifts for Homeless Shelters & Missions
Companies That Match Donations to Homeless Shelters
Top Tips to Maximize Matching Gifts for Your Shelter or Mission
6 Matching Gift Templates for Missions and Homeless Shelters

A successful matching gift strategy produces more funds through both individual and corporate giving. This sets up nonprofit missions and shelters to do more to support the needs and lives of those experiencing homelessness.

It’s not an opportunity that you want to overlook.

What to Know About Matching Gifts for Homeless Shelters & Missions

Matching gifts can be a game-changer for organizations aiming to make the most of their fundraising efforts. Understanding the ins and outs of the programs is essential for maximizing their impact.

Here, we’ll cover the basics:

Corporate matching gifts are offered by companies to support their employees’ charitable contributions. When an employee donates to a qualifying nonprofit, the company matches the donation, typically at a dollar-for-dollar rate. These programs are designed to encourage philanthropy among employees and provide individuals with an active role in the company’s giving.

Each company establishes its own guidelines and requirements for matching gifts. While the guidelines vary from one employer to another, it helps to become familiar with common criteria⁠. For example, most companies determine minimum and maximum donation thresholds, match ratios, qualifying employees and nonprofit causes, and more.

Organizations interested in increasing revenue through matching gifts should proactively educate their donors. Though more than 26 million individuals qualify for corporate matching programs, an estimated 78% of the group has no idea their company participates. Thus, utilizing your website, emails, social media, and more to inform individuals about the potential to double their impact through matching gift programs can go a long way in driving submissions.

Donors love having the opportunity to get their gifts matched. In fact, studies indicate that the offer of matching gifts can even result in more donors giving⁠ (71% increase in response rate)—and giving in larger amounts⁠ (51% increase in average donation)—in the first place.

The matching gift process can be streamlined with automation. Managing matching gift programs can involve administrative tasks such as screening for potential matches, following up with qualifying donors, and tracking matching gift requests. Matching gift technology can significantly reduce the administrative workload, empowering your team to focus on mission-critical tasks.

Companies That Match Donations to Homeless Shelters

Matching gift programs can greatly benefit nonprofit homeless shelters like yours, providing them with additional funding to support their work. While there are far too many companies with mission-inclusive matching initiatives, take a look at a few exemplary companies with a focus on supporting nonprofit homeless shelters below.

The Home Depot

Home Depot aims to support its employees’ philanthropic endeavors and make an impact on the communities in which it operates. With its corporate matching gift program, the company is able to do so!

Through this initiative, Home Depot employees have the opportunity to double their donations to eligible nonprofit organizations, including homeless shelters and missions, with a company match. This empowers employees to effectively double the impact of their own contributions, making a greater difference in supporting those in need.

Here’s a summary of the program offered:

Minimum donation ⁠— None
Maximum donation ⁠— $3,000
Match ratio ⁠— 1:1
Qualifying employees ⁠— Full-time, part-time
Qualifying nonprofits ⁠— Health and human services, civic and community organizations, educational institutions, arts and cultural organizations, environmental nonprofits, and more

Dive deeper into Home Depot’s matching gift program.

Starbucks

Similarly, Starbucks makes a point to financially back the nonprofit causes its employees⁠—or partners⁠—support. This produces a positive impact in the communities the company serves, including a focus on organizations that address homelessness and those affected by it.

Through the Starbucks Giving Match Program, employees have the opportunity to stretch their own dollars further, thus maximizing their donation impact.

Here’s a summary of the program offered:

Minimum donation ⁠— $25
Maximum donation ⁠— $1,000
Match ratio ⁠— 1:1
Qualifying employees ⁠— Full-time, part-time
Qualifying nonprofits ⁠— Nearly all, including health and human services, civic and community organizations, educational institutions, arts and cultural organizations, and environmental nonprofits

Dive deeper into Starbucks’s matching gift program.

Kimberly-Clark Corporation

At Kimberly-Clark, employees’ charitable giving is valued and supported through a generous matching gift program. Qualifying employees are encouraged to donate to eligible nonprofit organizations⁠, with the company matching gifts for homeless shelters and other social good causes.

Kimberly-Clark also boasts a particularly high matching gift cap, encouraging high-level donors to get their gifts matched as well. (Not to mention, companies with lofty maximums tend to see heightened average participation rates of over 40%!)

Here’s a summary of the program offered:

Minimum donation ⁠— $50
Maximum donation ⁠— $10,000
Match ratio ⁠— 1:1
Qualifying employees ⁠— Full-time
Qualifying nonprofits ⁠— Health and human services, civic and community organizations, educational institutions, arts and cultural organizations, environmental nonprofits, and most others

Dive deeper into Kimberly-Clark Corporation’s matching gift program.

Colgate-Palmolive Company

Colgate-Palmolive Company recognizes the importance of supporting charitable organizations, including those focused on homelessness and shelter services. Thus, through its matching gift program, employees are encouraged to support such causes. From there, the company matches employee gifts to stretch their value even further for the nonprofits they support.

Here’s a summary of the program offered:

Minimum donation ⁠— $25
Maximum donation ⁠— $8,000
Match ratio ⁠— 1:1
Qualifying employees ⁠— Full-time, part-time
Qualifying nonprofits ⁠— Health and human services, civic and community organizations, educational institutions, arts and cultural organizations, environmental nonprofits, and select others

Dive deeper into Colgate-Palmolive Company’s matching gift program.

Caterpillar Inc.

Caterpillar Inc. values corporate social responsibility and provides a matching gift program as a key component of its dedication to supporting its employees’ charitable giving. Again, this company presents a generous donation maximum on an annual rolling basis⁠—and full-time, part-time, and retired employees are all encouraged to participate.

Here’s a summary of the program offered:

Minimum donation ⁠— $25
Maximum donation ⁠— $10,000
Match ratio ⁠— 1:1
Qualifying employees ⁠— Full-time, part-time, retired
Qualifying nonprofits ⁠— Health and human services, civic and community organizations, educational institutions, arts and cultural organizations, environmental nonprofits, and most others

Dive deeper into Caterpillar Inc.’s matching gift program.

Top Tips to Maximize Matching Gifts for Your Shelter or Mission

By effectively leveraging matching gift programs, shelters can enhance their ability to address homelessness and create positive change in their communities. Implementing the following practices in your strategy can help!

1. Use multiple screening methods to identify match-eligible donors.

The more you know about your donors⁠—and particularly the companies they work for⁠—the better you’ll be able to uncover matching gifts. If you already have donor employment data on hand, use the information to identify employers that match donations to shelters like yours.

And if you don’t know where a supporter works, we recommend employing multiple methods for collecting and screening this information. This might include a combination of…

Donation forms requesting employment data
Dedicated matching gift software
Email domain screening
Post-donation follow-up outreach
Employer appends services

By using multiple methods, organizations can ensure they capture all potential matching gift opportunities and increase their chances of securing additional funding. In fact, studies indicate that taking more than one approach to identifying match-eligible donors results in 77% more identified match-eligible donations.

2. Don’t discount companies that typically exclude religious organizations.

If your shelter is associated with a religious institution, as many are, keep this in mind: you don’t necessarily need to discount companies with restrictions on matching gifts to religious causes. While some companies won’t match gifts to houses of worship, many still have policies open to supporting missions serving a secular purpose—like homeless shelters, soup kitchens, and more.

Thus, it’s crucial to thoroughly research (and perhaps reach out to) these companies to determine eligibility. And when you do so, be sure to provide a clear understanding of your shelter’s mission and the impact their matching gift could have on your community. Some decisions are made on a one-off basis, so it helps to put your best foot forward in positioning your cause as a worthy match recipient.

3. Consider volunteer grant programs (Dollars for Doers) as well.

In addition to traditional matching gift programs, where a company offers a financial match for an employee’s monetary support, many businesses also offer volunteer grants. Sometimes referred to as Dollars for Doers programs, these grants provide nonprofit organizations with grants based on an employee’s donation of their time. And if your shelter has a solid volunteer base, corporate volunteer grants can go a long way to amplify the value provided by existing support!

Just be sure to inform your volunteer base⁠—as well as your nonprofit audience as a whole⁠—about the potential for corporate grants. Like matching gifts, many qualifying volunteers likely have no idea that their employer will match their time devoted to nonprofits like yours. Leveraging the opportunity can not only produce additional funding but also result in increased volunteer and community engagement.

4. Leverage constituent stories to communicate matching gift impact.

Constituent stories have a powerful impact when connecting with donors and illustrating the mission of a nonprofit homeless shelter. Thus, when communicating the value and importance of matching gifts, consider incorporating personal stories from individuals who have directly benefited from your services.

To get started, take a look at the total funds you’ve received from corporate matching in the past. If your organization has collected $5,000 in donation matches, translate that revenue sum into tangible outcomes and success stories. You might even say something like this: “Matching gifts have produced over $[TOTAL] in value for [ORGANIZATION]. Thanks to this funding made available by matching gift donors going above and beyond for our cause, we’ve been able to serve more people like [SAMPLE CONSTITUENT].”

The more your supporters can understand the impact of corporate matching gifts, the more likely they’ll be to take the steps required to solicit a match from their employer! And it always helps to put a face to your fundraising efforts when possible.

5. Invest in matching gift software to automate your efforts.

Matching gifts offer an excellent opportunity to maximize corporate giving revenue, but pursuing the funding source can be time-consuming on your own. That’s why we recommend organizations employ matching gift software⁠—like 360MatchPro⁠—to automate the process from start to finish.

A matching gift automation platform streamlines the experience for both nonprofits (such as your shelter or mission) and their donors, driving more matching gifts to completion than ever before. With groundbreaking features that include multiple forms of matching gift identification, automated post-donation follow-up messaging for donors, and match tracking through the disbursement process, your team is able to optimize its matching gift fundraising without the added effort.

6 Matching Gift Templates for Missions and Homeless Shelters

Bring your matching gift marketing efforts to the next level and get a headstart on your strategy. Take advantage of these free, customizable templates to begin incorporating corporate matching in your donor outreach.

1. Fundraising Appeal Template

[DONOR],

As we navigate the challenges of providing shelter and support to those experiencing homelessness in our community, we wanted to reach out and share an exciting opportunity to maximize the impact of your generosity.

Did you know that many companies offer matching gift programs to their employees? This means that when you make a donation to our homeless shelter, your employer may be willing to match it, effectively doubling the impact of your gift. It’s like giving twice the help to those in need!

By taking advantage of your employer’s matching gift program, you can significantly increase your contribution and provide even more critical resources to individuals and families seeking refuge and stability. This allows us to extend our reach and support more individuals in their journey toward permanent housing and self-sufficiency.

Here’s how you can make an even greater difference:

Make a donation: Your contribution, no matter the size, directly supports our efforts to provide a safe haven, nutritious meals, and essential services to individuals experiencing homelessness.

Check if your employer matches gifts: Visit our matching gift page to inquire about your matching gift eligibility using our company search tool here: [URL].

Submit a matching gift request: If your employer offers a match, simply follow the instructions provided by your company to submit a matching gift request. It’s a simple process that can significantly amplify your impact!

Spread the word: Encourage your colleagues, friends, and family members to join you in supporting our mission.

Thank you again for your generosity and dedication to our cause. It makes a lasting difference in the lives of those we serve. By doubling the impact of your donation through matching gifts, we can work towards a future where homelessness is no longer a reality for anyone.

Best regards,

[NONPROFIT]

2. Email Matching Gift Marketing Template

Subject: Double your impact…your donation can make twice the difference for homeless individuals!

Dear [DONOR],

Thank you for your continued support in helping us provide shelter and care for homeless individuals in our community. Did you know that your donation can have an even greater impact? Many companies offer matching gift programs that can double or even triple the value of your contribution.

By taking a few minutes to check if your employer offers a matching gift program, you can amplify the impact of your support. Imagine this: your generous donation could help provide access to a warm bed for two people in need.

To find out if your company participates in a matching gift program, please visit our matching gifts page here: [URL] or reach out to your HR department to learn more.

Thank you again for your kindness and generosity. Together, we can make an even greater difference in the lives of those experiencing homelessness.

Sincerely,

[NAME]

[NONPROFIT]

3. Text Message Matching Gift Marketing Template

[DONOR] ⁠— Did you know your donation to [NONPROFIT] can go even further for our cause? Many companies offer matching gift programs that can double your impact. Check to see if your employer matches gifts by searching here: [URL].

Together, we can make a greater difference for homeless individuals in our community.

4. Social Media Matching Gift Post Template

Your support matters⁠—now more than ever! Did you know that your donation to [NONPROFIT] may be matched by your employer? Take a moment to find out if your company offers a matching gift program and make an even greater impact on the lives of those experiencing homelessness in our communities. #MatchingGifts #DoubleImpact

5. Matching Gift Web Page Template:

Text: Get Your Donation Doubled! Check if your employer matches gifts and amplifies your impact on our shelters.

Make your donation go further with matching gifts.

Your contribution to [NONPROFIT] can have an even greater impact when you participate in a corporate matching gifts program! Many companies offer matching gifts that double or triple the value of your donation.

By making the most of these programs, you can provide essential support to our shelters as we serve the community with your help. Check if your employer offers a matching gift program today and multiply the difference you make. Together, we can help end homelessness once and for all.

6. Direct Mail Matching Gift Marketing Template

Dear [DONOR],

Your generosity has made a significant impact on the lives of homeless individuals in our community. We want to share an exciting opportunity with you that will allow your support to go even further.

Many companies offer matching gift programs, which means your donation could be matched dollar for dollar by your employer. Matching gifts for homeless shelters like ours means that for every dollar you give, two dollars can go towards providing shelter, meals, and vital support for those in need.

Please take a moment to reach out to your HR department or check if your employer participates on our matching gifts page. The simple act of submitting a match request could make an immense difference in the lives of homeless individuals in your community.

Thank you for your continued compassion and support.

Sincerely,

[NAME]

[NONPROFIT]

Final Thoughts

By integrating matching gifts into your team’s overall fundraising, you have the chance to multiply the impact of each dollar you raise. Matching gifts for homeless shelters and other missions sets the organizations up to better provide vital resources and support to those who need it most.

Remember, the fight against homelessness is a collective effort. Your shelter should do what you can to partner with individual and corporate donors to make the largest impact possible. By leveraging matching gifts, spreading awareness about the opportunity, and encouraging supporters to participate, your organization can significantly enhance its operations thanks to access to new and growing funding streams.

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

Top Matching Gift Practices | Actionable Insights & Examples. Discover best practices to maximize matching gifts for your organization. Learn from real-world examples of smart nonprofits like yours.
8 Ways to Encourage Donors to Submit Employee Matching Gift Requests. Unlock fundraising potential by encouraging matching gifts. Use these strategies to help drive donors to completion.
215+ Amazing Fundraising Ideas for Your Organization. Matching gifts pair well with other fundraisers, too. Explore some of our favorite ideas to help your organization meet its fundraising goals.

Matching Gifts and Environmental Nonprofits | What to Know

July 14, 2023/in Learning Center, Marketing Strategies, Matching Gift Companies, Fundraising Ideas, Learning Center /by Adam Weinger

In today’s world, where environmental challenges are at the forefront of global concerns, nonprofits dedicated to protecting and preserving our planet play a crucial role. These organizations rely heavily on the generosity of individuals and corporations to fund their initiatives and ultimately make a positive impact on the world around us. One effective way for supporters to maximize their contributions to such causes is through corporate donation matching⁠. And luckily, matching gifts and environmental nonprofits go hand in hand.

In this guide, we’ll explore all things matching gifts and how environmental nonprofits like yours can maximize their benefit. This includes:

The Basics of Matching Gifts and Environmental Organizations
Companies That Match Donations to Environmental Groups
Growing Matching Gifts with a Sustainable Strategy | Key Tips
5 Free Templates to Encourage Matching Gift Participation

Without further ado, let’s dive in and discover what you need to know about matching gifts and their significance for environmental causes.

The Basics of Matching Gifts and Environmental Organizations

Matching gifts offer a valuable opportunity for individuals to increase their charitable giving⁠ impact—and for nonprofits to maximize their fundraising. When an employee donates to an eligible organization, the company contributes an equal (or sometimes greater!) ratio of funds.

In order for a donation to be matched, the process typically follows a few critical steps:

Employee donation: An employee supports a nonprofit through a financial contribution.
Qualification: The employee determines if their employer offers a matching gifts program and whether their recent donation qualifies. (Gifts to environmental causes typically do!)
Submission: The employee completes the necessary online forms or paperwork to request a match.
Review and approval: The company reviews the employee’s matching gift request and confirms the nonprofit and donation eligibility.
Disbursement: Once the employer approves the request, they allocate the matching funds to the organization.

The benefits of corporate matching gifts are significant and far-reaching for environmental nonprofits of all shapes and sizes. Check out these impressive statistics that highlight the opportunity at hand:

65% of Fortune 500 companies match gifts, along with thousands of smaller and mid-sized businesses.
$2 – $3 billion is donated through matching gift programs each year, while an additional $4 – $7 billion goes unclaimed.
Over 26 million individuals work for companies with matching gift programs. (However, 78% of this group is unaware of their employers’ initiatives.)
84% of donors are more likely to give, while 1 in 3 would give more if a match is applied.
An awareness of matching gifts produces a 71% increase in response rate and a 51% increase in average gift amount.

All in all, employee matching gifts positively impact your organization, its donors, corporate partners, and beyond. In other words, it establishes quite a mutually beneficial relationship!

Companies That Match Donations to Environmental Groups

Tons of companies match charitable gifts by their employees to environmental causes. Check out these five standout examples with sustainable values of their own that actively support employee giving by matching environmental donations.

Patagonia

Patagonia is renowned for its dedication and commitment to environmental sustainability. The company’s employee matching gift program supports nonprofit organizations focused on environmental conservation and activism and encourages current full- and part-time team members to do the same.

Employees are encouraged to donate to eligible environmental (or most other) nonprofits of their choice, and Patagonia will match their contributions up to $10,000 per year, doubling the impact of their support.

Note: Patagonia employees are encouraged to get donations of $2,000 and above pre-approved by the company by contacting employee.match@patagonia.com in order to guarantee the full match.

Learn more about the Patagonia matching gift program here.

Citadel Environmental

As an employee-owned Environmental, Health, Safety, & Sustainability consulting firm, Citadel Environmental Services, Inc. (or Citadel EHS) values environmental stewardship and supports employees who share this passion. Through its targeted matching gift program, Citadel Environmental employees can contribute to environmental nonprofits, and the company will match their donations.

Not to mention, the company has also acquired RMD Environmental Solutions, thus significantly increasing the number of match-eligible team members. This growing initiative empowers employees to make a difference in the environmental sector (as well as select other nonprofit causes) and amplify the impact of their giving.

Learn more about the Citadel EHS matching gift program here.

Archer-Daniels-Midland Company

The Archer-Daniels-Midland Company (also known as ADM) recognizes the importance of protecting the environment and thus supports employees in their philanthropic efforts to do so. The company’s matching gift program extends to nonprofit organizations that focus on addressing environmental conservation, sustainability, climate change, and other societal needs.

Employees can donate to these causes, and ADM will match their gifts between $100 and $5,000 per year, effectively doubling the support provided to environmental nonprofits and beyond.

Learn more about the ADM matching gift program here.

Ecolab

A global leader in water, hygiene, and energy technologies, Ecolab understands the critical role environmental nonprofits play in creating a sustainable future. Through their matching gift program, employees and retirees can contribute to environmentally focused nonprofits, and the company will match their donations. (Note: Current employee gifts are matched at a dollar-for-dollar rate, while retiree donations are matched at fifty cents on the dollar.)

However, the company does stipulate that match-eligible donations must be made through its CSR platform on the Ecolab Giving Site. In addition, Ecolab employees qualify for generous Dollars for Doers and/or Board Leadership grants to further amplify their support.

Learn more about the Ecolab matching gift program here.

Pioneer Natural Resources

As a powerful way to recognize the significance of environmental conservation and support its employees’ commitment to sustainability efforts, Pioneer Natural Resources matches team members’ donations to such nonprofits. Through this matching gift program, full-time and part-time employees can donate to environmental nonprofits (as well as educational institutions, health and human services, arts and cultural groups, community organizations, and more), and the company will match contributions accordingly.

This initiative encourages employees to support organizations dedicated to the environment, with qualifying individuals eligible to request between $50 and $5,000 each year.

Learn more about the Pioneer Natural Resources matching gift program here.

Growing Matching Gifts with a Sustainable Strategy | Key Tips

Encouraging donors to get involved with their employers’ matching gift programs can generate additional funding to support critical environmental initiatives. As you look to integrate matching gifts into your overall giving strategy, keep these recommended practices in mind.

1. Highlight environmental impact in matching gift communications.

When promoting employee giving opportunities to your donors, be sure to emphasize the environmental impact that corporate matching can have. Take the time to explain how an individual’s contributions, in addition to their match, will directly support initiatives like conservation, clean water and energy, and climate change mitigation⁠—or whatever your focus is.

By aligning matching gifts with your organization’s mission, you can better inspire donors to take advantage of the opportunity and make an even greater, tangible impact. Just imagine the results made possible when you’re able to plant two trees for the cost of every one!

This ultimately leads to more sustainable funding and enhanced donor engagement as your supporters feel increasingly connected to your mission.

2. Use donor employment information to your advantage.

The information you have about your donors is the key to developing a targeted matching gift strategy. And the most important data involves your supporters’ employment details.

For example, if an organization knows which company a donor works for, the fundraising team (or its employer database tool) can research and gather information about the specific matching gift program. This enables the nonprofit to share tailored guidelines and forms required to request a match. And it ultimately simplifies the process and increases the likelihood of donor participation.

Additionally, it’s worth noting that donors who back environmental nonprofits like your own tend to be increasingly likely to work for socially conscious companies. And these companies are more likely to offer matching gifts. As a result, your supporters may have a greater chance of eligibility in the programs in the first place than the average corporate employee!

This presents a significant advantage when promoting matching gifts, as you can target donors who are more likely to work for companies that match employee contributions.

3. Establish a seamless matching gift technology ecosystem.

Just like a healthy physical ecosystem is essential for maintaining a balanced environment, so too is an optimized technology ecosystem when it comes to successful fundraising. And one of the most crucial aspects of your organization’s technology system is a fundraising tool that integrates seamlessly with a matching gift platform.

This allows your team to enact a coordinated effort that incorporates matching gift opportunities directly into every step of the fundraising process⁠—from donation appeals and other promotions to the giving experience itself and associated follow-ups.

Doing so makes it easier for supporters to get involved with tailored guidance and information while your fundraising team doesn’t have to lift a finger. All in all, you can expect to receive more matching gift revenue and save time and resources that can be reallocated to your highest-value mission activities⁠—not to mention heightened donor engagement!

5 Free Templates to Encourage Matching Gift Participation

It’s time to begin promoting the matching gift opportunity to your network of support. Feel free to work off these provided messaging templates that overview matching gifts and their benefits, explain how donors can get involved, and encourage them to do so accordingly.

Template #1: Social Media Post

Did you know that your donation to [NONPROFIT] could have double the impact? Many companies offer matching gift programs for their employees⁠—and environmental causes like ours are often eligible recipients.

Want to multiply the value of your gift? Take a moment to check if your employer participates and unlock the potential for your donation to be matched! Together, we can make an even greater difference for the world around us. #MatchingGifts #DoubleYourImpact #SaveThePlanet #SupportEnvironmentalCauses

Template #2: Fundraising Appeal

Subject: Your gift has twice the power to protect the environment…

Dear [DONOR],

We hope this letter finds you in good health and high spirits. We are reaching out today because we know you care deeply about the environment and our organization’s cause. With your continued generosity, we have accomplished remarkable things together, but there’s still so much more we can achieve.

We wanted to share an incredible opportunity to make an even greater impact with your donation. Many companies offer matching gift programs to their employees, which means your gift to [NONPROFIT] can go twice as far in protecting our planet.

Imagine the difference we can make if your donation is matched dollar-for-dollar⁠. Your $50 contribution becomes $100, $100 becomes $200, and so on. It’s an extraordinary chance to amplify your support without any additional cost!

To see if your employer participates in a matching gift program, visit our matching gift page to search our company database here: [URL]. Once you confirm eligibility, just submit your initial donation and follow your company’s instructions to initiate the matching gift process.

We are immensely grateful for your unwavering support and belief in our mission. Your commitment to environmental conservation has made a tangible difference. We invite you to join us once again in this extraordinary opportunity to double the power of your gift.

With heartfelt gratitude,

[NAME]

[NONPROFIT]

Template #3: Follow-Up Email

Subject: Double Your Impact: Your Gift Can Go Twice as Far!

Dear [DONOR],

Thank you for your dedication to building a sustainable future through your ongoing support of [NONPROFIT]. We’d like to share an exciting opportunity for you to double the impact of your recent donation: corporate matching gifts.

Many companies offer matching gift programs, which means they match donations made by employees to eligible nonprofit organizations. Take a few minutes to explore your company’s matching gift program. In doing so, you can unlock the potential to double the value of your contribution to our environmental initiatives.

Find out if your employer participates in matching gifts! Just click on the ‘Matching Gifts’ tab on our website for more information. Your generosity, combined with your employer’s support, can make a significant difference in our efforts to protect the planet.

Thank you for considering this opportunity to maximize your impact. Together, we can create a sustainable future for generations to come.

Best regards,

[NAME]

[NONPROFIT]

Template #4: Website Copy

Calling all eco-conscious donors! Did you know that your employer might double your donation to [NONPROFIT]? Tens of thousands of companies offer these generous giving initiatives. And more than 26 million individuals qualify to have their donations matched to charitable causes like ours!

And the process to do so is simple —

Step 1: Look into your company’s matching gift program by searching the matching gift database embedded in the page.
Step 2: Locate your employer’s matching gift submission requirements and complete the dedicated request process.
Step 3: Wait while your company processes the request, approves your match, and contributes to our organization on your behalf.

Remember: together, we can create a greener world!

Template #5: Direct Mail Insert

Header: Double Your Impact for a Greener Tomorrow!

Your dedication to preserving our environment through your support of [NONPROFIT] is truly inspiring. We want to share an exciting opportunity with you to make an even greater impact!

Did you know that many companies offer matching gift programs for their employees? This means that your employer might be willing to match your donation, doubling the impact of your gift. By leveraging a matching gift program, you can amplify your contribution and help us protect our planet for future generations.

Take a moment to check if your employer participates in matching gifts. Scan the QR code below to visit our website for more information. Together, we can create a greener tomorrow for a more sustainable world.

Wrapping Up

As you continue your journey to protect and preserve the world around you, matching gifts should remain at the forefront of your fundraising strategy. After all, this valuable⁠—yet continually underutilized⁠—source of support is crucial for maximizing fundraising efforts.

Remember, the key lies in effectively communicating the matching gift opportunity to your nonprofit audience. In doing so, you can empower supporters to strengthen their commitment to your cause. And together, with the support of matching gifts, you can play a key role in establishing a sustainable future.

Interested in learning more about matching gifts for your organization? Check out these additional recommended guides:

Overcoming Matching Gift Roadblocks [Helpful Solutions]. Discover effective strategies and solutions for overcoming common matching gift roadblocks. Learn how to navigate challenges and maximize your matching gift potential.
14 Types of Matching Gift Letters Every Nonprofit Should Send. Explore a complete list of matching gift letters that every nonprofit should send. These templates and examples will help you better communicate the matching gift opportunity to donors.
What You Need to Know About Retaining Matching Gift Donors. Retaining matching gift donors is crucial for the long-term sustainability of your nonprofit’s fundraising efforts. This resource provides insights and strategies for doing so.

Make the Most of Matching Gifts for Arts & Culture Groups

July 14, 2023/in Matching Gift Companies, Fundraising Ideas, Learning Center, Marketing Strategies, Learning Center /by Adam Weinger

Matching gifts are a powerful yet continuously underutilized source of funding for all sorts of nonprofits. If you’re looking to amplify matching gifts for your arts and culture organization, you’ve come to the right place.

At Double the Donation, we work with thousands of nonprofits to empower their matching gift strategies⁠—arts and cultural groups included. In this guide, we’ll share everything you need to know to bring your organization’s corporate matching efforts to life. And we’ll walk through the following topics to do so:

Painting a Picture of Matching Gifts | The Basics
Companies That Match Donations to Arts and Culture Nonprofits
Drive Matching Gifts for Your Org with These Tips
Matching Gift Scripts: 5 Templates to Promote Matching

Fundraising for the arts is essential. Smart strategies empower organizations and their communities to benefit greatly from increased access to art and cultural programming⁠.

By effectively leveraging matching gifts alongside existing fundraising efforts, arts organizations can continue to enrich the lives of their constituents, foster creativity, drive economic growth, and establish a vibrant cultural ecosystem.

Let’s dive in.

Painting a Picture of Matching Gifts | The Basics

One of the most popular examples of corporate philanthropy, companies that offer matching gift programs agree to match the charitable donations their employees make to nonprofit causes.

This means that when a donor gives to your arts and culture group, their employer contributes an equal (or sometimes even greater!) amount of funds to match the initial donation. But in order to secure a matching gift on your behalf, the individual donor must first submit a request to their employer.

And that’s where qualifying matches often go unclaimed⁠—ultimately leading to an estimated $4 – $7 billion in matching gift funds being left on the table each year.

When leveraged effectively, though, matching gifts allow donors to double or even triple the value of their contributions to arts and culture groups and other nonprofit causes. This allows your organization to secure additional funds without putting increased strain on donors’ wallets.

Companies That Match Donations to Arts and Culture Nonprofits

Tens of thousands of companies offer generous matching gift programs, and arts and cultural organizations qualify to benefit from many of them. Here, we’ll highlight a few businesses within the creative industries that match employee donations to nonprofits like yours.

Adobe Incorporated

Adobe Incorporated is an American software company with a focus on creating technology that empowers professional and amateur graphic designers, photographers, marketers, illustrators, and more. In addition, Adobe is committed to supporting nonprofits, including (but not limited to) those in the arts and culture sector.

Through its employee matching gift program, the company matches team member donations to eligible organizations, empowering its workforce to give back to the communities in which they live and work.

Adobe has established the following criteria for its matching gift initiative:

Minimum donation: None
Maximum donation: $10,000
Match ratio: 1:1
Qualifying employees: Full-time, retired
Qualifying nonprofits: Arts and cultural organizations and most other nonprofits

Additionally, Adobe has been known to periodically increase its matching gift ratio, sometimes offering a particularly generous two-to-one employee donation match. Knowing this, we recommend keeping an eye out for specific campaigns or employee giving pushes throughout the year!

Etsy

As an online marketplace designed for selling unique and handmade goods, Etsy values creativity and craftsmanship in its bottom line. Additionally, Etsy is known for supporting charitable giving, empowering employees with generous paid volunteer time off initiatives and employee matching gifts.

Etsy has established the following criteria for its matching gift initiative:

Minimum donation: None
Maximum donation: $500
Match ratio: 1:1
Qualifying employees: Full-time, part-time
Qualifying nonprofits: Arts and cultural organizations and most other nonprofits

This program encourages Etsy employees to give back to the arts community and contributes to the sustainability and growth of arts and cultural nonprofits overall.

Marvel Entertainment (The Walt Disney Company)

Marvel Entertainment recognizes the importance of creativity and storytelling in the arts and entertainment industry. Through its nonprofit partnerships, and specifically its generous matching gift program, Marvel Entertainment (and other Disney subsidiaries) supports employees’ charitable endeavors by matching their donations to eligible nonprofits.

Marvel Entertainment (along with the rest of the Walt Disney Company) has established the following criteria for its matching gift initiative:

Minimum donation: $25
Maximum donation: $25,000
Match ratio: 1:1
Qualifying employees: Full-time, part-time
Qualifying nonprofits: Arts and cultural organizations and most other nonprofits

Arts and cultural nonprofits like yours can benefit from this program greatly as supporters who work at Marvel can double their contributions, effectively amplifying the financial support the cause receives.

Sony Entertainment (Sony Corporation of America)

Sony Entertainment, including Sony Pictures and Sony Music, values the arts and its power to inspire and bring communities together. Thus, Sony’s matching gift program allows its employees to make donations to eligible nonprofits, including arts and cultural organizations.

Sony has established the following criteria for its matching gift initiative:

Minimum donation: $50
Maximum donation: $2,000
Match ratio: 1:1
Qualifying employees: Full-time, retired
Qualifying nonprofits: Arts and cultural organizations, educational institutions, hospitals, and select other nonprofits

By generously matching donations, Sony Entertainment (and the greater Sony Corporation) encourages its employees to support the arts and enhance the impact of their giving on the causes they care about.

Netflix

As a significant entertainment company, Netflix has a strong commitment to supporting the arts and other creative industries. In order to incentivize employees to give to such causes, the streaming television service also offers a generous matching gift program for its workforce.

Netflix has established the following criteria for its matching gift initiative:

Minimum donation: $1
Maximum donation: $10,000
Match ratio: 2:1
Qualifying employees: Full-time, part-time
Qualifying nonprofits: Arts and cultural organizations and most other 501(c)(3) nonprofits

With this initiative, employees’ donations to arts and cultural nonprofits (as well as many other nonprofit causes) can be matched by Netflix, further bolstering financial support for these organizations.

Drive Matching Gifts for Your Org with These Tips

By effectively leveraging matching gifts, arts and culture groups can attract more donors, increase funding, and support their missions to inspire creativity and cultivate a thriving cultural landscape.

And implementing these helpful practices can go a long way toward doing so! Consider these top recommendations for your art- or culture-focused nonprofit.

1. Collect donor employment information to identify match opportunities.

The #1 piece of information you’ll need to drive your organization’s matching gift strategy is the companies where your donors work. Thus, collecting donor employment information as part of your donor database is crucial.

It’s typically easy to do so within the donation process itself (by incorporating an optional donation page field requesting employment data or embedding an intuitive company search tool in the form). However, other data solicitation methods include follow-up communications, data appends, and more.

We recommend regularly updating and maintaining accurate information for your donors to ensure you can leverage matching gifts as effectively as possible. Once you have this data, cross-reference your donors’ employers against participating companies (like the ones listed above) to uncover opportunities. From there, you’ll have what you need to provide them with the right information to initiate the matching gift process.

2. Employ dedicated software to streamline matching.

Handling step #1 on your own can be a significant undertaking for your fundraising team. That’s why we recommend streamlining the matching gifts process using dedicated matching gift software.

This type of tool⁠—like Double the Donation’s 360MatchPro⁠—automates matching gifts from identification and awareness to follow-ups and submission tracking. Ultimately, it empowers nonprofits to efficiently manage their matches without dedicating a ton of time and resources to the task. Plus, it makes things easier on your donors, walking them through the process with personalized guidance every step of the way.

For the simplest and most impactful results, we suggest looking for platforms that integrate with your existing fundraising tools and donor management system. This ensures seamless coordination and further streamlines the process for your team and your supporters.

3. Communicate the doubled impact made available through matching gifts.

Donors love participating in matching gift programs. In fact, research indicates that nonprofit supporters are more likely to donate⁠—and to donate in larger quantities⁠—when they know that matching gifts are being offered.

Why? It’s generally believed that the desire to make a greater impact on the causes they care about incentivizes donors to support their favorite nonprofit groups at even higher levels.

Thus, when promoting matching gifts, it’s essential that you emphasize the doubled⁠—and sometimes even tripled⁠—impact that donors can have on your mission. Use engaging storytelling strategies and incorporate real-life examples to demonstrate the transformative power of matching gifts on your overall mission.

4. Prioritize impactful imagery in your matching gift promotions.

Like any fundraising appeal or other donor-facing messaging, the visuals you choose in matching gift communications play a critical role in capturing the attention and interest of your audience. Especially when your nonprofit mission is a visual one (think: museum, gallery, etc.), using impactful imagery that resonates with the arts and cultural sector can establish a highly compelling narrative.

Consider showcasing vibrant artwork, photos from captivating performances, or iconic cultural landmarks to evoke an emotional connection with potential donors. Then, pair these visuals with concise and engaging messaging that emphasizes the significance of matching gifts.

Establish promotional materials that are visually appealing across various platforms, such as social media, email newsletters, and your organization’s website. And ensure they match your organization’s overall branding to maintain a coherent narrative with your other efforts.

5. Express gratitude and recognize matching gift donors.

Finally, we recommend sending personalized thank-you letters or emails to participating matching gift donors. These messages can acknowledge their generosity and recognize the fact that they went above and beyond in their support for your organization.

And you have a few key opportunities to do so. These include:

After a donor indicates that they’ve submitted their matching gift request form.
Once your organization receives the company’s completed match.

Plus, you can even acknowledge their generosity publicly through social media shout-outs, newsletters, or donor spotlights. For a museum or another institution with a large, in-person presence, a matching gift donor wall can be an excellent idea!

Expressing gratitude not only strengthens donor relationships but also encourages others to consider matching gift opportunities⁠—making it a strategic marketing tactic as well. Not to mention, it can help retain matching gift donors from one year to the next.

Matching Gift Scripts: 5 Templates to Promote Matching

Jumpstart your matching gift efforts with these sample promotional messages. Feel free to dive in with these donor outreach templates perfect for any arts or cultural organization. Then, enlist 360MatchPro to automate and customize your messaging⁠—and segment by matching gift eligibility⁠—with ease!

Template 1: Social Media Post

🎨 Double Your Impact! 🎨 Did you know your gift to [NONPROFIT] can go even further? Many companies offer matching gift programs, which means your donation can be matched by your employer. See if your company participates in matching gifts to make an even greater impact on the arts today! Click here to learn more: [MATCH PAGE URL] #MatchingGifts #SupportTheArts #DoubleYourImpact

Template 2: Email Campaign

Subject: Your Gift Can Make a Greater Difference! 💫

Dear [DONOR],

Thank you for supporting [NONPROFIT] and our mission to bring art and culture to our community. We have an exciting opportunity to amplify the impact of your recent donation!

Did you know that many companies offer matching gift programs? This means your gift could be doubled or even tripled by your employer. We encourage you to check if your company participates in matching gifts and take advantage of this incredible opportunity to make an even greater difference for our cause.

To find out if your company offers matching gifts, simply visit our website and use our matching gift search tool here: [MATCH PAGE URL]. It’s quick and easy! Your support, combined with your employer’s match, will go a long way in supporting our programs and initiatives.

Thank you for being a champion of the arts. Together, we can create a vibrant and culturally rich community!

Warm regards,

[NAME]

[NONPROFIT]

Template 3: Text Message

Hi [DONOR]! 🌟 Did you know your donation to [NONPROFIT] could be matched by your employer? Double the impact of your gift today by checking if your company participates in matching gifts. Visit our website here for more info: [MATCH PAGE URL]. As always, thank you for supporting the arts! 🎭🎨

Template 4: Donation Appeal

Dear [DONOR],

Unlock the Power of Your Donation with Matching Gifts!

We hope this letter finds you in good health and high spirits. As a valued supporter of [NONPROFIT], you understand the transformative impact that arts and culture have on our lives and communities. Today, we are reaching out to share an incredible opportunity to amplify the impact of your generous contribution: matching gifts.

Did you know that many companies offer matching gift programs? Through these programs, your donation can be matched, dollar for dollar, by your employer. That means every dollar you contribute could produce double the impact on our organization and the meaningful projects we undertake.

Checking if your employer participates in matching gifts is simple. Visit our matching gift page here [URL], where you will find resources and instructions to guide you through the process. You can also reach out to your company’s HR department to inquire about their matching gift program.

Thank you for considering this opportunity to make your contribution go even further. We are excited to have you join us in this endeavor and look forward to continuing our journey together.

With heartfelt appreciation,

[NAME]

[NONPROFIT]

P.S. Remember, by exploring matching gifts, you can double your impact without any extra cost to you. Let’s unlock the full potential of your generosity and inspire a world where art thrives and enriches lives.

Template 5: Thank-You Postcard

Front:

[Image of a vibrant piece of art or a behind-the-scenes photo]

Back:

[DONOR],

Thank you for your generous contribution to [NONPROFIT].

Did you know that many employers offer matching gift programs? Your gift could be matched, doubling the impact of your support. Check with your company’s HR department or scan the QR code to learn more about matching gift opportunities. Your continued support helps us bring art and culture to our community.

Thank you!

Wrapping Up

Maximizing matching gifts involves a strategic approach to corporate philanthropy that can unlock tremendous potential for arts and cultural organizations.

By harnessing the power of corporate matching, your nonprofit can amplify its fundraising efforts and secure additional resources to make a greater impact. And in the end, you’ll be better equipped to advance your overall mission.

Good luck!

Keep exploring! Check out these additional recommended resources to continue your matching gift education:

14 Types of Matching Gift Letters Every Nonprofit Should Send. Increase awareness of match opportunities among your nonprofit audience. Check out these impactful matching gift communications and use our free templates to further your outreach.
Matching Gift Trends 2023: New, Growing Initiatives & More. The matching gift opportunity is constantly evolving, with more and more companies participating daily. Learn about some big shifts and updates with this guide to corporate match trends.
Top 30+ Matching Gift Companies: Find Your Match. Empower your strategy by familiarizing yourself with additional matching gift programs. Find out how these popular companies structure their offerings and identify qualifying donors in your network.

Double the Donation launches Matching Gift Academy: New Training and Insights for Fundraisers

New Matching Gift Academy: Training + Insights for Fundraisers

July 6, 2023/in Learning Center, Marketing Strategies, About Double the Donation, Learning Center /by Adam Weinger

Double the Donation is excited to announce the launch of our Matching Gift Academy, a new learning platform that helps organizations gain a deeper understanding of matching gift best practices and identify opportunities to maximize their 360MatchPro account usage.

The launch of the Matching Gift Academy represents Double the Donation’s continued commitment to helping organizations of all sizes fully harness the power of corporate matching gift education. The content covered will span a variety of topics that include marketing matching gifts, verifying matching gift requests, fine-tuning your corporate partnership plans, and using your matching gift technology to its fullest potential.

No matter the volume of matching gifts your organization receives, the Academy contains valuable insights that, when incorporated into your strategy, will help you raise more⁠—without all of the guesswork.

Interested in learning more about the Matching Gift Academy and how you can use it to propel your matching gift efforts to the next level? You’ve come to the right place!

In this guide, we’ll cover:

Let’s dive in and learn more about this exciting launch!

Who Can Benefit from Enrolling in the Academy?

As the matching gift landscape continues to expand, fundraising organizations must cultivate strong matching gift knowledge among team members. The content in our Matching Gift Academy offers succinct, valuable resources to aid in that knowledge cultivation.

Whether you are a matching gift coordinator, a director of development, a marketing professional tasked with incorporating matching gifts into campaigns, or a finance professional that handles incoming matching gift funds, our content will enhance your ability to articulate matching gift opportunities and incorporate them seamlessly into your ongoing operations.

Plus, we have rolled out unique training videos that highlight 360MatchPro features. Use these videos to learn if 360MatchPro is right for your organization and to gain a better understanding of the tool. Or, if you are a current user, dive in to learn more about your account and take advantage of all your available features.

Whether your organization is considering 360MatchPro, has a new team member accessing your existing account, or just wants to identify opportunities to better utilize your subscription, you will want to sign up and begin diving into our account insights.

Tip! We recommend using the Matching Gift Academy as an onboarding tool for new team members. Get your new hires up to speed on matching gifts and how your organization prioritizes this fundraising source!

What Types of Content Does the Academy Offer?

Within Double the Donation’s Matching Gift Academy, you will receive access to two learning courses.

Our first learning course “Leveraging Matching Gifts: Strategy Insights” covers an expanse of matching gift fundraising best practices. As you progress through the content in this course, you will gain a robust understanding of the matching gift landscape.

Topics include (but are not limited to):

Marketing matching gifts;
Capturing matching gift metrics;
Encouraging donors to submit requests;
Cultivating strong relationships with matching gift donors and companies;
And more!

The curated content can be used to get your team up-to-speed on the industry and will enrich your ability to use matching gifts as a value-add in your fundraising efforts.

Our second learning course “Understanding 360MatchPro: Account Usage Best Practices” offers training and insights on our 360MatchPro matching gift automation tool. The content provided will help you understand and optimize your 360MatchPro account to unlock greater matching gift revenue growth. By following the best practices and familiarizing yourself with 360MatchPro’s standout features, you’ll feel equipped to finetune your strategy moving forward and derive the most value from your subscription.

How is the Content Structured?

Content within the Matching Gift Academy is primarily delivered through video lessons, taught by our instructor, a matching gift expert with plenty of insights to share. However, to supplement your learning, we have also compiled relevant blog articles, PDF resources, and slide decks that can be leveraged to enhance your knowledge. These resources are accessible from within the course.

Each course is divided into modules that are broken down even further into lessons. This content structure allows you to digest information and self-pace your learning according to your schedule.

While the course content is parsed out in this structure, you will not need to watch the content in any particular order. If there are certain modules or lessons that you think would benefit you more than others, or if you want certain teams to only watch certain modules, you have the ability to skip around as you please! This structure ultimately makes socializing matching gifts at your organization easier than ever before.

To develop the most robust understanding of matching gifts and transform your strategy though, we recommend progressing through all of the learning content in both our “Leveraging Matching Gifts: Strategy Insights” course and our “Understanding 360MatchPro: Account Usage Best Practices” course. Upon successful completion, you will receive a certificate that demonstrates your mastery of content and complete knowledge of matching gifts and matching gift technology!

How Can I Enroll and Get Started?

If you are a current 360MatchPro user, within your account, you will find a unique coupon code to get this $199 value offering for free. Simply navigate to the resources tab of your account, and select ‘Matching Gift Academy.’ Your code will appear at the bottom of that page. If you are not yet a 360MatchPro user, schedule a demo with our team and ask about how you can gain access to the Matching Gift Academy!

We are excited to introduce this new content to teams and give you the opportunity to leverage this knowledge at your organization. You can take just three simple steps to get the most out of this offer.

Enroll in the Matching Gift Academy.
Progress through the content in both courses.
Earn a certification to highlight your knowledge.

The Matching Gift Academy is an exceptional resource to help your organization make the most of matching gifts.

Double the Donation’s Matching Gift Academy can be used to integrate matching gifts into your organization’s fundraising and set you up for ongoing, sustainable success from this revenue source. Whether you use the Matching Gift Academy during new team member onboarding or in your day to day work, you’ll find you can quickly gather insights that will help you better leverage match opportunities.