Page 14 – Double the Donation

Donation Levels: Creating Donation Tiers That Drive Revenue

May 28, 2024/in Donor communications, Fundraising Ideas /by Adam Weinger

From marketing to cultivation, it’s no small effort to drive supporters to your donation page. But when they get there, are they making the impact your nonprofit needs? If your average donation amount is falling short, there are strategies you can use to maximize support right on your donation page.

Donation levels are one of the most important factors in determining gift amounts as they guide your supporters into giving an amount that’s right for them and your nonprofit. When used strategically, they frame your nonprofit’s impact and encourage donors to increase their support.

To help your nonprofit better use donation levels, this guide will explore:

What are Donation Levels?
What’s the Difference Between Donation Levels and Donation Types?
5 Strategies for Creating Effective Donation Levels
5 More Donation Page Tips

Let’s clarify exactly what we mean by donation levels before jumping into tips for how to create the best donation page possible.

What are Donation Levels?

Donation levels, also known as donation tiers, are suggested giving amounts that appear on donation pages. For example, a nonprofit might have donation levels of $20, $50, $100, and so on.

These amounts help guide supporters in how much to give when donating by providing examples of what is considered a low donation amount, a medium amount, and a high amount. Donation levels are especially helpful for first-time donors who may be unsure how much an average donation should be.

While donation levels can contain the gift amounts and nothing else, many nonprofits seek to increase donations by characterizing their donation levels with names, impact examples, and other descriptors.

What’s the Difference Between Donation Levels and Donation Types?

While the names are similar, “donation levels” and “donation types” are different concepts. Donation levels are suggested giving amounts on a donation form, while donation types are different kinds of gifts.

For example, donation types include major gifts, recurring gifts, in-kind donations, and corporate support. There is some overlap in that the donation types of low, moderate, and major donors may correspond to donation levels.

For example, recurring donors may give $50 monthly or $200 monthly. A donor who contributes $50 and one who donates $200 are both recurring donors but at different donation levels. However, whether this is the case depends on your nonprofit and average gift amount.

5 Strategies for Creating Effective Donation Levels

Donation levels are easy to add to your donation form, but to use them to their fullest potential, follow these strategies.

1. Calculate average donation amounts.

Donation levels are not set at random. These amounts are strategically calculated based on average gift sizes, supporters’ giving capacity, and fundraising goals.

Your first step to setting your donation levels should be calculating your nonprofit’s average donation amount. When calculating this amount, it may be appropriate to exclude some donations, like gifts from major donors. While these contributions are certainly important, it’s unlikely a supporter using donation levels to gauge their gift amount will make a major donation right off the bat.

Additionally, consider dividing your donors into two groups: one-time and recurring donors. Most donation pages that use donation levels divide suggested giving amounts along these guidelines, creating two sets of donation levels donors can consider. In general, the amounts for recurring donations will be much lower than one-time gifts but add up over time.

Once your donation data is properly curated, calculate your donation levels by dividing the total amount of donations in a year by the number of donors. With this information, you now have to decide how your average donation should impact your donation levels. A few options include setting the average donation amount as:

A lower donation level. To increase your average donation amount, set the median donation amount as a lower level. This may decrease your total donors but make each supporter who does give more valuable.
A middle donation level. Setting your average donation amount as your median donation level should be considered by nonprofits looking to maintain their current levels of support.
A higher donation level. This is a more unorthodox option but may be useful for nonprofits looking to increase donor acquisition by making entry-level donation amounts more accessible.

Assess your nonprofit’s donor acquisition and lifetime donor value rates to determine which of these options best fits your unique situation. Then, create subsequent donation levels that follow a logical progression. For instance, if your average donation amount is $25 and you want to set it as a low-tier amount, you might make the following levels $50, $75, and $100.

2. Link donation amounts to specific outcomes.

When a donor is choosing which donation level to give at, they may ask what the tangible difference between each option is. After all, why should a donor give $75 over $15?

Your donation levels can answer this question by briefly describing the types of outcomes that will result from each donation amount. For instance, here are some hypothetical outcomes from the example nonprofit Cat Rescue Club:

$25: Enrichment toys and bedding to keep our shelter cats happy and healthy.
$50: A week’s worth of food for our shelter cats awaiting adoption.
$75: Support for our network of over 100 foster families.
$100: Adpotions for 10 cats, helping them find their forever homes.
$200: Lifesaving surgery and medical treatment for cats in need.

These outcomes not only encourage supporters to move to higher donation levels but also increase their emotional investment in your nonprofit. After all, if they know they are providing essential support, donors are likely to stick around to see how their contributions helped, leading to increased retention.

3. Consider donor psychology.

Donation levels are ultimately a tool to guide donors’ giving behavior. While many supporters approach nonprofits’ donation pages with a clear idea of how much they want to give, many are also receptive to the cues and suggestions your donation levels provide.

When crafting your donation levels, try reading up on the basics of giving psychology. A few key insights to consider include:

Most donors will choose the second lowest donation level. Ultimately, donors are parting with their money when they give. As such, many want to donate an amount that doesn’t make them feel cheap, but they still want to be conservative about how much they spend. With this in mind, consider basing your donation amounts around the second-lowest donation level.
Low donation levels are encouraging to on-the-fence donors. This is useful for attracting new and first-time donors who are interested in but cautious about supporting your nonprofit.
High donation levels encourage loyal supporters to give more. However, this comes at the cost of driving away the on-the-fence donors.

Think of your donation levels as a general parameter of how much is acceptable to give. Donors who fall outside of that range are more likely to conform to the range (if they planned to give a higher amount than the highest donation level) or not give altogether (if they planned to give less than the lowest amount).

4. Name your donation tiers.

To help your donors develop a connection with your nonprofit, consider naming your donation levels. This can help donors to not only think of themselves as supporters of your nonprofit but as part of an exclusive group.

These names can reflect the hierarchical structure of your donation tiers. For example, you might name your levels bronze, silver, and gold. Or, instead, choose names that reflect your nonprofit’s cause. For instance, the Cat Rescue Club might name their donation levels Calico, Tuxedo, Tabby, and so on.

Nonprofits often employ this strategy during crowdfunding campaigns. These campaigns tie donation levels to specific rewards donors receive in exchange for their support. Naming these tiers not only helps donors form an identity related to your campaign but also makes organizing and distributing rewards easier since each category has a specific name rather than just a number.

You can also apply this reward strategy to your normal donation page, especially if your nonprofit has a membership program. For example, check out these tiers from Sarasota Orchestra:

Names like “musician circle” and “maestro circle” not only reflect the benefits these tiers provide but also make higher-tier donors feel like a core part of the orchestra.

5. Always provide a custom giving option.

In addition to your tailored donation levels, always add the option for supporters to write in and give any donation amount they want. While many supporters will default to using suggested giving amounts if they are provided, others will approach your donation form with a clear idea of exactly how much they want to give and they should be able to do so.

This also allows donors to give outside your donation range (on either the high or low end).

5 More Donation Page Tips

Donation levels are a key element of your nonprofit’s donation page, but they’re not the only element!

To ensure your donation tiers are as effective as possible at driving valuable gifts and acquiring donors, here are a few more donation page tips.

1. Promote matching gifts.

Envision a world where you double all of your donation levels and supporters can contribute those increased amounts with no issue. With matching gifts, this world is possible for at least some of your donors.

Matching gifts are a type of corporate giving program wherein businesses match employee donations to nonprofits, usually at a 1:1 rate. However, many supporters are unaware of these programs, let alone how to participate in them.

Use your donation page to market matching gifts by:

Providing a brief explanation about matching gifts. For supporters who are unfamiliar with matching gifts, a one or two-sentence explanation on your donation page can encourage them to check their eligibility and submit a match request. This explanation can be as short as something like: “You may be able to double your impact. Check if you’re eligible for matching gifts with your employer.”
Adding a matching gift search tool to your donation page. Consider investing in matching gift software, which allows you to embed a matching gift database search tool right into your donation page. Supporters can use this tool to check if they are eligible for a matching gift during the donation process.
Encouraging supporters to check their matching gift eligibility on your confirmation page. If supporters opt not to interact with your matching gift search tool while donating, give them one more chance to start the matching gift process by adding a message to (or even embedding your matching gift search tool) into your donation confirmation page. Using our hypothetical nonprofit example from above, consider what a matching gift database tool might look like on Cat Rescue Club’s page:

These gifts come from donors’ employers, meaning you can earn twice your regular donation levels at no extra expense to your supporters. Be sure to emphasize this and the potential impact these additional gifts can have when promoting matching gifts to supporters.

2. Encourage recurring giving.

Donation levels apply to both one-time and recurring gifts. All of the strategies we’ve discussed so far apply to both categories, but let’s dive deeper into tips for encouraging recurring giving now:

Adjust your recurring giving donation levels. Your donation levels should be less for recurring gifts than the corresponding ones for one-time gifts. For example, if your lowest donation level for one-time gifts is $25, you might make the recurring donation level $10. While this amount is less than half of the time-one gift, it will outpace it in three months’ time, and more than quadruple the amount in a year.

Display recurring giving and one-time donation options next to each other. Position your recurring giving and one-time donation tiers next to each other or allow supporters to easily toggle between them. This allows donors to make a direct comparison when deciding what to give. Plus, recurring gifts are less of an initial commitment, which makes them seem like a better deal to donors when placed next to high one-time donation levels.

Update any relevant text. Recurring gifts impact nonprofits differently than one-time gifts, and your donation levels should reflect this. If a one-time donation level promises to support a certain number of beneficiaries for a week, consider how the impact changes when it’s a smaller recurring gift.

To calculate your recurring donation levels, use the same strategies as discussed earlier, only this time, focus on just your current recurring donors. Additionally, of the strategies discussed, consider adding donation tiers below your average recurring gift amount. Recurring donors are likely to stick around long-term and you can persuade them to increase their donation amount over time once they commit to making their first gifts.

3. Keep your donation page short.

When trying to include all of these tips in your donation page, it’s easy for your page to bloat in size. However, lengthy donation forms are likely to turn off potential donors, especially the new and on-the-fence donors we discussed earlier.

When designing your new donation page, consider how to keep each element concise and easy to understand at a glance. For example, if you want to go with a button approach to donation levels, you might try a page layout like this:

Or, if you want all information to be visible for easier comparison, an approach like this maintains a minimalist design:

4. Brand donation page to your nonprofit.

Your donation page is arguably the most important page on your website. Ensure supporters who land on it—especially those who navigate there from an external source like social media—know without a doubt that it belongs to your organization.

You can accomplish this by maintaining consistent branding across your website and ensuring your donation page specifically has a few key visual brand elements. These include:

Your logo
Brand colors
Key brand visuals

From the mobile version of your donation page, consider how you can ensure brand elements are present but unobtrusive. For example, you might remove key brand visuals, such as a photograph of beneficiaries, but keep your logo. This minimizes scrolling for mobile users without sacrificing branding consistency.

5. Continue adjusting your donation levels.

Your audience, donors’ giving behaviors, and economic circumstances change, and so should your donation tiers. To determine your donation levels’ effectiveness, keep an eye on key metrics, such as:

Average donation amount
Donor acquisition
Donor lifetime value
Total number of donations

Analytics tools can help you track these metrics and specific donors’ behaviors over time. After implementing new donation levels, take note of new trends in donor engagement. Additionally, consider experimenting with different donation level amounts by creating unique donation levels for various campaigns. For example, you might set lower donation levels for a crowdfunding campaign to encourage new donor participation.

More Donation Level Tools and Tips

Your donation page is an essential tool for earning the funds that keep your nonprofit going. With donation levels, you can encourage more donors to give and increase donation amounts. To get started, calculate your average giving amounts and make strategic decisions about your donation goals.

For more information on how to attract and retain donors, explore these resources:

Improving Your Donor Development Approach: 15 Expert Tactics. To increase your donors’ value, you need to develop relationships with them. Get a rundown of donor development essentials with these expert tactics.
Building Trust and Loyalty: Mid-Level Donor Program Basics. Mid-level donors are a core supporter group that is influenced by donation levels. Discover how to build trust with this group and encourage them to move to higher donation levels.
Donor Recognition: When & How to Acknowledge Supporters. Donors who feel appreciated are more likely to continue giving and give at higher amounts. Learn how to recognize your donors.

Tracking Volunteer Time Off: A How-To Guide [& Template]

In today’s competitive landscape, nonprofits are constantly looking for new ways to attract and retain dedicated volunteers. Fortunately, one way to incentivize and enhance engagement in volunteer activities involves rallying volunteers to participate in their employers’ Volunteer Time Off programs. In order to do so effectively, your organization will first need to establish a system for tracking volunteer time off.

That’s where this guide comes in!

VTO offers volunteers flexibility from professional commitments by freeing up their time to support their favorite causes. By leveraging these programs in your engagement efforts, your organization can create a supportive environment that values and encourages volunteers’ time.

Here’s what we’ll cover:

What is Volunteer Time Off Tracking?
Benefits of Tracking Volunteer Time Off For Nonprofits
Volunteer Time Off Metrics Your Nonprofit Should Track
Types of Tools For Tracking Volunteer Time Off
Bonus! Free Template For Tracking Volunteer Time Off

Read on to gain the tools and knowledge needed to seamlessly track VTO for your organization and its supporters. Discover practical tips designed to streamline the experience, ensuring your dedicated volunteers feel valued and empowered to continue their support.

What is Volunteer Time Off Tracking?

Businesses with generous employee volunteer incentives, such as paid VTO hours, often require an established process for staff to request and track their volunteer time off. While it can vary from one company to the next, the process of tracking volunteer time generally involves two key components:

A request for time off, completed and submitted by the employee to the company before the volunteer event
A detailed hour-tracking log, completed and submitted by the employee (and sometimes verified by the organization) to the company after the volunteer event

Depending on the company a volunteer works for, the specific steps they’ll take⁠ and the tools they’ll use to track their time can differ. This may range from a Google Form or paper sign-in sheet to a complete Human Resources Information System (HRIS) or corporate Volunteer Management Software (VMS).

Here’s what a few employers’ policies say about tracking volunteer time off:

Sample volunteer time off tracking policy “Employees must receive prior approval from their supervisor before using paid time off for external volunteer activities. Requests for external volunteer paid time off should be made in writing and with reasonable advance notice.”
— ASU Enterprise Technology

“VTO must be requested 30 days in advance and approved by the immediate supervisor. The supervisor will review the request and confirm or deny approval. The department may require acceptable proof that VTO time taken is within the purpose of this policy.”
— Baylor College of Medicine

“VTO leave is to be used exclusively for volunteer activities, and employees will be required to submit written confirmation from the non-profit organization of their volunteer time to their supervisor within one business day to be paid. The Workday system will be updated to allow management to properly classify this time as VTO.”
⁠— City of Akron

“Upon completion of volunteering, the employee must complete the online Volunteer Time Off Tracking Form within three business days of the time off (hourly employees will also use VOL when tracking their hours in Kronos).”
— Dartmouth

Benefits of Tracking Volunteer Time Off For Nonprofits

Tracking volunteer hours for corporate Volunteer Time Off programs offers numerous advantages for organizations. This is especially true as they aim to ramp up the impact of their volunteer programs by effectively utilizing VTO.

Here are some key benefits:

Streamlining the VTO Request Process ⁠— When volunteer hours are tracked effectively and efficiently, it simplifies the process for volunteers to receive their paid-out time. The more positive their workplace giving experience is, the more inclined they’ll be to participate in other giving programs down the line!

Verifying Volunteers’ VTO Requests ⁠— Some companies will want your organization to confirm the accuracy of their employees’ volunteer hour requests. Effective time-tracking practices make it easy for your team to do so with verifiable documentation, thereby establishing a sense of transparency while reducing the administrative lift required.

Ensuring Accurate Reimbursement — Proper hour-tracking ensures that volunteers are reimbursed accurately for their time. When financial roadblocks are removed, your volunteers will be more likely to support your efforts again and again.

Identifying Volunteer Grant Opportunities ⁠— There’s often an overlap between companies offering VTO and companies offering volunteer grants (or Dollars for Doers). That means some of your volunteers’ companies might even be willing to contribute grant funding to your organization, depending on the number of hours their employees spend with your cause. With effective time-tracking practices in place for your volunteer base, you can uncover opportunities to further engage your supporters and receive additional revenue through the programs.

Volunteer Time Off Metrics Your Nonprofit Should Track

As you begin implementing your plan for tracking volunteer time off, it’s important to understand which metrics your organization should be focusing on. We recommend selecting a few KPIs (or key performance indicators) that can help your team narrow its efforts and measure its successes.

These could include…

Total number of volunteers receiving VTO. The total count of volunteers who have been granted and utilized VTO by their employers within a specific period.
- Example: 15 Cat Rescue Club volunteers participated in their employers’ VTO programs in a single year.
VTO eligibility rate. The portion of volunteers who qualify for Volunteer Time Off programs through their employers. To calculate the percentage, simply divide the total number of volunteers by the number of VTO-eligible volunteers; then, multiply by 100.
- Example: Out of 50 regular volunteers, 20 individuals were identified as working for companies with VTO programs. That puts the eligibility rate at 40%!
VTO hours by program or activity. The total number of Volunteer Time Off hours logged by volunteers for specific projects, activities, or initiatives.
- Example: Of the 15 volunteers receiving paid time to volunteer through their employers, 10 individuals contributed 100 hours to pet care, while 5 contributed 30 hours to fundraising or marketing-related programming.
Average number of VTO hours per volunteer. The average number of VTO hours taken by each volunteer within a specific timeframe. To calculate this figure, divide the total number of VTO hours by the number of volunteers utilizing VTO.
- Example: If 15 volunteers spent a total of 130 hours supporting your cause through their VTO programs, the average number of VTO hours spent per person comes to 8.6 hours.
The estimated value of VTO support. The total monetary value of volunteer hours contributed through VTO programs. To estimate the monetary value, multiply the total number of VTO hours by the standard hourly rate for volunteer time (~$33.49).
- Example: At the standard hourly rate, 130 hours donated through VTO programs produces a value of approximately $500 for your organization.
VTO volunteer retention rate. The percentage of VTO-participating volunteers who continue to donate their time over multiple periods through a VTO program.
- Example: If 5 of the 15 VTO-participating volunteers donate their time again the following year, the retention rate would be 33.3%.

Types of Tools For Tracking Volunteer Time Off

Nonprofits have a few different options for tracking Volunteer Time Off, each with its own unique set of pros and cons. While the best kind of tool for your organization will depend on your team’s wants and needs, here’s a breakdown of the most common types:

Manual tracking systems, such as Google Forms, spreadsheets, or written logs. These tools are generally free to use, making them accessible for nonprofits with limited budgets. However, functionality is fairly limited, and organizations are required to devote more time to overhead as a result.

Volunteer management software, including solutions for automated tracking, reporting, and communication. Plus, it enhances the volunteer experience, making it easier than ever to sign up for shifts and track their time. You can even look for a VMS with corporate partnership functionality, too!

Human Resources Information Systems, or HRIS, which often facilitate philanthropy through a company’s payroll or HR portals. This is generally where individuals would request other forms of paid time off, too, making it a conveniently located opportunity.

Corporate giving database tools, like Double the Donation! While not actively a volunteer management system, Double the Donation Volunteering makes it easy for organizations and their volunteers to access program guidelines and company-specific instructions for tracking time.

Overall, choosing the right platform for tracking Volunteer Time Off depends on your nonprofit’s size, budget, and specific needs. Assess your organization’s resources and requirements to select the most suitable and effective solution for managing VTO and enhancing volunteer engagement.

Either way, it’s crucial that you ensure your team (and its volunteers) are equipped with the best tools to provide the best user experience. The easier it is for volunteer time to be tracked, the higher participation rates you can expect to see through the programs!

Bonus! Free Template For Tracking Volunteer Time Off

Ready to get started? Below is a template your team can use to document volunteers’ time as they engage with your organization.

We recommend exploring dedicated software to streamline and simplify the time-tracking process. However, the following log will provide a foundation for accurate record-keeping, growing engagement, and increased transparency in collaborations.

Basic Volunteer Time Off (VTO) Tracking Template

Organization Name: _______________________________________
Volunteer Role (position or activity): ____________________________

Volunteer Name: _________________________________________
Volunteer Email Address (work email): __________________________
Volunteer Phone Number: ___________________________________

—

VTO Pre-Approval Request Form

Date of Request: [MM/DD/YYYY]

Date(s) of VTO Activity: [MM/DD/YYYY]
Total VTO Hours Requested: __________

Description of activity/Reason for VTO: _______________________________________________
___________________________________________________________________________

—

Volunteer Time-Tracking Log

Name Activity Date Check-In Check-Out Total # Hours

Hour Verification by Nonprofit: ☐
Volunteer Supervisor Signature: ______________________________________

💡 Get a free downloadable version of the VTO hour-tracking template here!

Wrapping Up & Next Steps

Whether you’re looking to identify existing volunteers or expand your network with new prospects, an efficient tracking mechanism is crucial. This makes it easy for individuals to participate in their employers’ programming, thus incentivizing ongoing involvement. Plus, it can also drastically reduce the overhead required of your team to manage the initiatives. In doing so, you foster a culture of community and support.

A well-structured VTO program can be a powerful tool for attracting new volunteers, retaining existing ones, and advancing your mission. Embrace the opportunity to support your devoted volunteers, and watch as your nonprofit continues to thrive.

Interested in learning more about tracking volunteer time off and other ways to maximize your corporate and individual engagement? Check out these recommended resources:

Volunteer Time Off | The Ultimate VTO Guide For Nonprofits. Grow your knowledge on all things volunteer time off with our complete guide to the programs. Explore top companies offering VTO, guidelines and criteria to know, and more.
Free Download: The Ultimate Guide to Matching Gifts. In addition to volunteer time off, one of the most widely available types of giving programs is matching gifts. See how your organization can supercharge engagement with matching here!
The Complete Fundraiser’s Guide to Corporate Giving Opportunities. Go beyond the basics and dive deep into your nonprofit’s corporate giving strategies. Get familiar with common types of programs, their benefits, and how to get started.

Scale up your organization's corporate volunteer strategy with 360MatchPro 💡

This guide explains the basics of Dollars for Doers programs, so your nonprofit can leverage these programs.

Dollars for Doers 101: How to Boost Your Volunteers’ Impact

May 23, 2024/in Volunteer Grant Companies, Learning Center /by Adam Weinger

Around 63 million Americans volunteer, making up one-third of the nonprofit workforce. Chances are, your nonprofit relies on volunteers who work hard to fulfill your mission. The value they provide is already incalculable, but what if there was a way for them to take their impact even further at no additional cost? Dollars for Doers grant programs can help your volunteers amplify their impact even more!

Dollars for Doers grants can substantially boost your fundraising revenue and grow volunteer engagement. To tap into these corporate volunteer programs, your organization needs to understand the basics, and we’re here to help.

In this article, we’ll break down the definition of Dollars for Doers grants and guide you through effective strategies for raising more. Specifically, we’ll cover:

What are Dollars for Doers Grants?
How Dollars for Doers Programs Work
The Impact of Volunteer Grant Programs
Top Dollars for Doers Companies
How to Get Dollars for Doers Grants

From educating volunteers to discovering necessary tools to invest in, you’ll know exactly how to find and take advantage of these programs. Let’s first start with a basic definition.

What are Dollars for Doers Grants?

A Dollars for Doers program is a corporate giving program in which companies provide monetary donations to nonprofit organizations based on the volunteer hours contributed by their employees. When employees volunteer their time to eligible nonprofits, the company matches this volunteer effort with a financial grant to the organization, thereby enhancing the impact of the employee’s volunteer work.

Dollars for Doers grants are also frequently referred to by other names, such as:

Volunteer Grants
Matching Time Programs
Dollar-for-Hour Programs
Grants for Time Programs
Community Service Grants
Volunteer Match Programs

These programs encourage corporate philanthropy, increase employee engagement, and provide valuable financial resources to nonprofits.

However, Dollars for Doers programs are often overlooked due to a lack of awareness by both nonprofits and volunteers. Nonprofits don’t always know whether their volunteers work for companies that offer these grants, and volunteers are often unaware their companies even offer such a program.

How Dollars for Doers Programs Work

While every company has its own participation requirements, all volunteer grant programs generally follow the same blueprint. So that your nonprofit can fold these grants into its volunteer management approach, here’s how they work:

An individual volunteers with a nonprofit. Dollars for Doers programs require employees to initiate by volunteering like normal. At this stage, eligible supporters volunteer like any other member of your team.
The individual submits a request for a Dollars for Doers grant to their employer. To earn funding from a Dollars for Does program, employees need to alert their employer to their volunteer hours, usually by submitting an application through their employers’ CSR software.
The employer verifies the hours volunteered with the nonprofit. During this stage, some employers may accept employees’ reported volunteer hours without further question, while others might contact you for confirmation. In either case, be prepared by having accurate hour reports.
The employer sends a check to the nonprofit. If the volunteer’s request is approved, your nonprofit should receive a payment from their employer. This payout may come from the business or a CSR software vendor depending on what technology they use to manage their Dollars for Doers program.

It’s that simple! Share this process with your volunteers, let them know you’re there to help, and meticulously track volunteer hours with your volunteer management tools. In no time, you’ll see the volunteer grants start rolling in.

Common Dollars for Doers Criteria

While most Dollar for Doers programs follow similar processes, each company that offers a Dollars for Doers program has unique requirements and guidelines.

These guidelines typically outline:

Nonprofit eligibility requirements. Typically, most types of nonprofits, such as arts organizations, health and human services groups, and environmental organizations, will be accepted. The most common types of ineligible nonprofits are political organizations, churches and religious groups, and nonprofits owned by the participating employee or a member of the employee’s family.
The minimum number of volunteer hours required to be eligible. There are usually two types of minimum-hour requirements. Some volunteer grant companies provide contributions based on a per-hour basis. Others require employees to volunteer for a certain number of hours in exchange for a flat donation.
Grant amounts per volunteer hour or per threshold passed. Most companies put a cap on the number of volunteer hours or the total amount they will donate per employee per year to keep their budgets in check.
Employee eligibility requirements. Not every employee who works for a company with a volunteer grant program will be eligible. For instance, some companies may only offer the program to full-time employees who have worked for the business for a certain number of years. In contrast, other organizations may make their program available to part-time employees and retirees.

Here’s an example of a company profile with these criteria:

Dollars for Doers grants depend on a few factors, and it might not be apparent how much of an impact they can make on your nonprofit. In the next section, we’ll outline some eye-opening statistics that demonstrate why your organization should tap into this powerful form of corporate philanthropy.

Types of Dollars for Doers Frameworks

As you start researching different Dollars for Doers companies, you’ll notice a few common frameworks. So that you’re prepared to leverage these opportunities, here are the three approaches you might encounter:

Grant Based on Service Hours: Companies match volunteer hours with donations to the same nonprofit based on an hourly rate. For example, 20 hours at $10/hour equals a $200 donation. Requirements may include minimum hours, budget caps, and organization eligibility.
Credit Grant Per Service Hour (to Any Nonprofit): This is similar to the first framework, but employees can direct the grant to any nonprofit. For example, 20 hours at $10/hour equals a $200 credit grant for any eligible nonprofit. This framework supports company-sponsored volunteer events while also recognizing and supporting causes that employees are passionate about.
Milestone Grant for Volunteer Goal (Can Be Restricted or Open): Employees become eligible for grants after reaching a set number of volunteer hours. For example, an employee becomes eligible for a $250 grant after volunteering a minimum of 20 hours.

Understanding these frameworks will allow your team to better engage with corporate partners and encourage employee participation in volunteer programs. Make sure your team members fully understand these frameworks, so they can help volunteers when the time comes to request a grant!

The Impact of Volunteer Grant Programs

Not convinced that Dollars for Doers programs should be part of your fundraising strategy? Check out these stats that our team at Double the Donation has uncovered:

40% of Fortune 500 companies offer Dollars for Doers programs, indicating that a significant portion of influential companies support employee volunteerism.
The average corporate volunteer rate participation rate is 33%, meaning your nonprofit has a substantial opportunity to engage with active corporate volunteers.
About 63 million Americans volunteer each year, totaling 7.7 billion hours, which equates to approximately $175 billion annually.
80% of companies with Dollars for Doers programs provide between $8-15 per volunteer hour, showing that the majority of Dollars for Doers companies offer generous financial contributions.

Dollars for Doers programs are incredibly impactful because they energize volunteer engagement, drive recruitment, and improve retention by rewarding volunteers for their time. Moreover, they can significantly boost nonprofit revenue and forge stronger, mutually beneficial connections with companies, amplifying your organization’s impact and support network.

These statistics show how common Dollars for Doers programs actually are and how many individuals volunteer annually. Chances are good that at least a few of your volunteers are eligible for a volunteer grant and just need your help in learning about them.

Top Dollars for Doers Companies

Many companies offer generous volunteer grants. For examples of what Dollar for Doers programs look like in action, check out these examples from three top companies:

Google

Overview of This Dollars for Doers Company

Google needs little introduction, but for reference, it’s a multinational technology company specializing in Internet services and products, including a search engine, online advertising, software, hardware, and more.

To cultivate a positive reputation, create a positive work environment, and do good in the world, Google has multiple CSR programs, such as volunteer grants, Google for Nonprofits, and the Google Ad Grant.

Dollars for Doers Grant Information

For every hour of volunteer work a Google employee performs, the company will provide a $10 grant to the nonprofit. The minimum hours requirement is just 1 hour, meaning volunteers start earning for your cause immediately.

LEARN MORE ABOUT GOOGLE’S CORPORATE GIVING PROGRAMS!

Microsoft

Overview of This Dollars for Doers Company

Microsoft is also a major international player in the technology space. It’s a multinational company that develops computer software, consumer electronics, personal computers, and more.

Similar to Google, Microsoft offers a range of CSR initiatives to engage employees, including a Dollars for Doers program.

Dollars for Doers Grant Information

With no minimum amount of hours required for a grant, Microsoft awards $25 per hour to nonprofits where their employees volunteer.

LEARN MORE ABOUT MICROSOFT’S CORPORATE GIVING PROGRAMS!

Verizon

Overview of This Dollars for Doers Company

Verizon is the second-largest wireless carrier in the United States, serving more than 144 million customers.

Dollars for Doers Grant Information

Verizon offers a Dollars for Doers program with unique requirements. Employees are required to volunteer for 50 hours to earn a $750 grant for a nonprofit. However, each employee can then volunteer another 50 hours at a different nonprofit to earn $750 for that organization each year. This encourages employees to work with multiple causes.

LEARN MORE ABOUT VERIZON’S CORPORATE GIVING PROGRAMS!

How to Get Dollars for Doers Grants

Now that you understand the fundamentals, the next step is to determine whether any of your volunteers work for a Dollars for Doers company.

To ensure as many eligible volunteers as possible earn volunteer grants, nonprofits should invest in software. A volunteer management platform is a great start for storing accurate volunteer information!

Then, go one step further and research matching gift and volunteer grant databases. This type of software provides your volunteers with access to an extensive database of corporate giving programs, including matching gifts and Dollars for Doers programs. The database can help volunteers discover guidelines, grant amounts, hour requirements, and more, so they have exactly the information they need.

When it comes to comprehensive, up-to-date, and user-friendly software, we have to recommend our matching gift solution.

Double the Donation

Double the Donation maintains an extensive corporate giving database that contains up-to-date information on corporate giving programs for 99% of United States businesses and 95% of Canadian companies. It’s the ideal solution for all sorts of nonprofits and universities looking to double their matching gift revenue and tap into Dollars for Doers programs.

When supporters donate on your website or sign up to volunteer, Double the Donation can automatically scan the information they provide, such as their email domain or employer details, to determine their eligibility for corporate giving programs. Depending on their eligibility, the platform triggers customizable emails to the supporter detailing the appropriate next steps to submit either a matching gift or Dollars for Doers grant request. Check out this video to see how our solution works:

Our software will alert supporters about their eligibility, follow up to drive requests to completion, and thank supporters for submitting an application to their employer, so you don’t have to. Thanks to 100+ integrations with leading nonprofit software, you can rest assured that you’re finding as many volunteer grant and matching gift opportunities as possible!

Explore our industry-leading software!

Marketing Dollars for Doers Grants

Matching gift software ensures these revenue opportunities don’t slip through the cracks, but it’s still important to promote Dollars for Doers grants to your volunteers. After all, many supporters are likely unfamiliar with volunteer grants and will need your nonprofit to give them that initial push to check their eligibility.

Here are some helpful ways to market Dollars for Doers grants:

On your website. Create informational content on your website about Dollars for Doers grants. You might include details about these programs on your volunteer information page, add a section to your Ways to Give page about volunteer grants, or create a new page dedicated to corporate giving programs like Dollars for Doers.
In your email outreach. In your newsletters, spotlight volunteer grants to encourage your subscribers to research their eligibility. Link them to educational content on your website and let them know they can reach out to you if they have any questions.
On social media. Regularly post information about Dollars for Doers grants, and just like with your email outreach, link to your informational content on your website.
In direct mail outreach. Include an insert in your direct mail outreach that explains volunteer grants and how volunteers can search for their company’s program guidelines.
In volunteer thank-you letters. When thanking volunteers for their hard work, let them know they might be able to take their impact further through their employers’ volunteer grants program.

The easiest way to market available opportunities is by using software like Double the Donation to embed an employer search tool into your website and volunteer registration forms. By directing your supporters to it across your outreach, they’ll be able to find their employers’ Dollars for Doers program information and successfully submit grant requests. Essentially, the easier it is to submit an application, the more supporters will do it, and Double the Donation can make the process as streamlined as possible.

Additional Dollars for Doers Resources

Dollars for Doers programs are underutilized funding resources. Set your nonprofit up to secure the grants your volunteers have earned with proper hours recording policies, a volunteer grant education campaign, and the right corporate giving database.

To learn more about volunteer grants and how they impact the social good sector, explore these resources:

Maximizing Impact With Corporate Volunteer Grant Programs. Our essential guide breaks down even more of the basics of Dollars for Doers programs. Explore it to learn even more about these valuable grant opportunities.
Top 10 Volunteer Grant Companies: Increase Corporate Dollars. This list will help you find out if any of your volunteers are linked to top Dollars for Doers companies.
Top 50+ Popular Companies That Donate to Nonprofits. Explore several leading companies that give back to nonprofits via matching gifts, volunteer grants, and other philanthropic programs.

Prospect Research: A Nonprofit’s Key to Better Relationships

May 22, 2024/in Learning Center /by Adam Weinger

If your nonprofit is looking for a way to maximize its fundraising efforts, there’s one avenue you might not be paying enough attention to: prospect research.

Regardless of your organization’s size, gathering the right donor data via prospect research can have a huge impact on your nonprofit’s revenue. These funds can help you serve your mission, fund important projects, and work toward your goals.

In this guide, we’ll outline several important pieces of information you’ll need to successfully leverage prospect research, including:

The Basics of Prospect Research
Data Points to Gather During Prospect Research
Primary Uses of Prospect Research
How Matching Gifts Can Aid in Prospect Research
How to Research Donors and Other Constituents
Types of Prospect Research Tools and Software
Fueling Your Prospect Research With Double the Donation Matching

From learning the basics to soliciting your first prospects, fully understanding prospect research can be a game-changer for your organization. Let’s get started!

The Basics of Prospect Research

What Is Prospect Research?

Prospect research is a process performed by a nonprofit’s development team to gather data about donors, volunteers, and other supporters. The process analyzes each individual’s giving capacity, motivations, and affinity for the cause. It helps determine an individual’s ability and desire to support that specific cause as well as how to appeal to their interests.

Key factors nonprofits look for during prospect research include past giving, wealth markers, business affiliations, and philanthropic tendencies. Nonprofits can also use software or turn to prospect research companies to gather this data.

Wealth Screening vs. Prospect Research

You may have heard the term wealth screening in conjunction with prospect research. While the two terms are often used interchangeably, wealth screening is only one component of prospect research.

Wealth screening analyzes the financial aspects of a donor’s profile, such as real estate ownership, stock ownership, and political giving. While it’s an essential part of prospect research, this only indicates an individual’s ability to give.

Prospect research goes a few steps further and uses both wealth indicators and philanthropic indicators to determine a donor’s willingness and capacity to give. This presents nonprofits with a full picture of each donor and helps make more educated solicitations. We’ll explore the complete range of data you should collect in the next section.

Who Uses Prospect Research?

A variety of organizations use prospect research to boost revenue and drive more meaningful relationships. These include:

Educational institutions: Thorough research can pinpoint alumni and parents with a strong financial capacity and history of philanthropy. Educational institutions can then tailor fundraising appeals to promote scholarships, facilities upgrades, and special programs.
Healthcare organizations: Prospect research helps find donors who have personal connections to specific medical causes or previously donated to health-related initiatives. This allows these organizations to focus on potential donors likely to fund state-of-the-art equipment or patient care facilities.
Arts and cultural organizations: Arts organizations can identify patrons with a keen interest in the arts and a history of supporting cultural initiatives. This information is crucial for targeting campaigns for exhibitions, performances, and educational workshops.
Environmental groups: These organizations can identify donors who are passionate about conservation, climate change, or specific regional environmental issues. Effective prospect research can lead to targeted campaigns that resonate deeply with donors’ values, driving funding for crucial projects and advocacy efforts.
Faith-based organizations: Prospect research helps locate individuals who have shown generosity to religious or spiritual causes, enabling faith-based organizations like churches to personalize solicitations for funding new facilities and mission work.
Advocacy groups: Prospect research helps uncover supporters who are financially capable and deeply committed to specific causes like civil rights, education reform, or health policy. This insight helps mobilize resources for lobbying and public awareness campaigns.
Greek organizations: Fraternities and sororities can use prospect research to connect with alumni who have fond memories of their membership and might be interested in funding scholarships and chapter house renovations.

Prospect research can help all of these organizations (plus others!) become more focused in their outreach.

The Value of Thorough Prospect Research

40% of B2B salespeople say prospecting is the most challenging part of the sales process. When it comes to fundraising, nonprofits experience that same exact pain point. Prospect research can be incredibly helpful in sourcing and qualifying leads to avoid wasting time pursuing individuals without the affinity or capacity to give.

Beyond time savings, here are the most important benefits of researching supporters:

Improved Fundraising Efficiency: Prospect research helps nonprofits identify the most promising donors, focusing efforts on those who are most likely to contribute.
Tailored Appeals and Marketing: By understanding potential donors’ giving capacity, nonprofits can tailor asks to different supporter segments based on individual wealth indicators and giving history.
Better Supporter Relationships: Comprehensive prospect research allows nonprofits to understand supporters’ interests and passions, enabling personalized communication that resonates with each individual’s values and retains support.
Strategic Planning: Insight into supporters’ capabilities and preferences helps nonprofits plan their projects more strategically.
More Reliable Data: Prospect research helps nonprofits gather accurate and comprehensive data about potential donors, including accurate phone numbers, demographics, wealth indicators, and philanthropic interests. Reliable data is crucial for making informed decisions and staying connected with supporters.

Prospect research is essential for nonprofits looking to optimize their fundraising initiatives and build lasting relationships. Make sure you’re working with reliable tools and companies to gather supporter data, and you’ll set your team up for success.

Data Points To Gather During Prospect Research

Since prospect research involves collecting both wealth and philanthropic indicators, it’s important to understand the common data points that fall under each umbrella category.

1) Philanthropic Indicators

Philanthropic indicators represent an individual’s willingness to give to your organization. These include:

Previous Donations to Your Nonprofit

Past giving is the best indicator of future giving because it means the supporter is interested in your cause and has already contributed. Prospect research helps uncover these previous donations so your organization can reach back out.

Donations to Other Organizations

If your donors are philanthropically minded, they probably aren’t only giving to your nonprofit. Let prospect research unveil past giving to organizations with causes similar to yours.

Nonprofit Involvement

Giving isn’t the only indicator that an individual is philanthropically minded. With prospect research, you can identify other types of nonprofit involvement, such as advocacy work, volunteerism, and board membership.

Personal Information

Collecting personal data will give you a more holistic understanding of who each donor is and how you can connect with them on a deeper level. Craft more targeted appeals and deliver those appeals successfully by gathering this donor data:

Full and preferred name and title
Gender
Marital status
Contact information, like email addresses, phone numbers, and postal addresses
Hobbies and interests
Dates of birth

Much of this information can be collected online or through data appending services and can help you identify ideal prospects.

2) Wealth Indicators

Wealth indicators represent an individual’s ability to give to your organization. These include:

Real Estate Ownership

The quality and quantity of real estate someone owns is a wealth indicator your fundraising team should pay attention to. Individuals with notable real estate have large giving capacities that you can capitalize on in your nonprofit’s fundraising initiatives.

Business Affiliations

Prospect research can help you detect existing business connections among your donors. This research includes details about a donor’s career such as salary estimates, which can indicate wealth and ability to give. You may also discover information about a donor’s employer’s corporate giving program, which can provide insights into potential matching gift opportunities.

Stock Ownership/SEC Transactions

Knowing about a contributor’s stock ownership can give you even more insight into their wealth and capacity to donate to your organization.

Political Contributions

Chances are that an individual who has made sizable donations to a political campaign also has the giving capacity to donate major gifts to your nonprofit. By using prospect research to target this group, you can focus on winning over prospects with the potential to make generous contributions.

Primary Uses of Prospect Research

Prospect research can impact several areas of your mission. Let’s explore common ways nonprofits use the data they gather.

Major Giving

Prospect research is the perfect tool for finding hidden major gift prospects in your existing donor database. It can help you uncover past giving and involvement and track giving patterns that may predict major giving.

For instance, you might have a faithful donor whose contributions have steadily increased over the past five years. With prospect research, you can examine that donor’s history and figure out the best strategy to ask for a major donation.

Capital Campaigns

A capital campaign is a long-term fundraising effort that’s usually tied to a large project, such as the construction of a new building or the development of an endowment.

Capital campaigns typically rely on a set number of major gifts during the “quiet phase” before fundraising is opened to everyone in what’s known as the “public phase.” Prospect research can help uncover ideal donors for both the quiet and public phases.

Annual Giving

Annual giving is what keeps your organization’s wheels turning. Without it, you wouldn’t be able to complete your day-to-day operations.

While your organization likely already asks all supporters to contribute to your annual fund, you can now search for new annual donors via prospect research tools.

In addition, you’re more likely to uncover potential supporters by looking into someone’s past giving to organizations that align with your own.

Corporate Giving Opportunities

Prospect research is instrumental in identifying and understanding potential corporate partners whose philanthropic interests align with your nonprofit’s mission. Collecting employer data also helps pinpoint existing opportunities that have gone untapped. Examples include:

Matching gift opportunities: Many companies match their employees’ donations to eligible nonprofits. Knowing where your supporters work can help you identify match-eligible donors, so you can follow up and double those individuals’ contributions.
Volunteer grants: Businesses also provide volunteer grants to nonprofits where their employees volunteer regularly. Prospect research can help pinpoint these opportunities.
Volunteer Time Off: Tons of companies offer their employees bonus PTO to participate in volunteer activities with organizations like ours. Use prospect research to identify volunteers (or prospects) who work for companies with these programs.
In-Kind Donations: Companies can provide non-monetary support in the form of goods or services. Prospect research helps identify potential donors who can offer in-kind contributions relevant to your nonprofit’s needs, such as technology, office supplies, or professional services.

Once you identify these opportunities, your nonprofit can reach out to supporters who are eligible to participate in their companies’ corporate giving programs.

Planned Giving

Identify donors who are in a position to make significant long-term commitments, such as bequests, trusts, or annuities.

Researching a donor’s financial background and giving history allows your nonprofit to tailor conversations around legacy opportunities that resonate on a personal level, so you can secure future funding and ensure the donor’s lifelong engagement with your mission.

How Matching Gifts and Prospect Research Work Together

Matching gifts and prospect research are both powerful strategies that, when combined, can significantly enhance your fundraising efforts.

As mentioned, prospect research helps identify donors who are affiliated with companies that offer matching gift programs, potentially doubling their donations without requiring extra effort from the donors themselves. This synergy not only boosts your fundraising capacity but also deepens donor engagement, as donors feel their contributions have a greater impact.

Here are some key ways that matching gifts and prospect research can work together to dramatically increase your fundraising success:

A matching gift search tool can help you identify corporate and individual prospects from a list of people who have already made matching gifts to your nonprofit.
Matching gifts can encourage prospects to give more to your organization after being inspired by the chance to double their impact. In fact, one in three donors is more likely to donate if a match is offered.
Prospect research and matching gifts can grow your corporate engagement efforts by pinpointing companies with generous programs.
Focusing on individuals with matching gift potential doubles the value of that donor’s potential support.

To manage this strategy effectively, consider using specialized tools like Double the Donation Matching. This software simplifies the process of tracking and verifying matching gift eligibility and submissions, ensuring you make the most of every donation opportunity.

How to Research Donors and Other Constituents

Once you’ve decided to perform prospect research, you might be wondering where you should start. Here are the general steps you can take to gather supporter data.

1) Choose your prospect research method.

Your first step is to plan how you’ll approach your research process by asking yourself about your fundraising goals, current strategies, and timeline. Once you understand what you need out of your research, choose one of these methods:

Do It Yourself: For smaller or newer nonprofits with tighter budgets, a do-it-yourself prospect screening approach is a good option. Use free or low-cost prospect research tools to examine donors’ giving and philanthropic histories.
Prospect Research Consultants: Prospect research consulting firms are extremely valuable resources for nonprofits. They offer advice and complete screenings for nonprofits of all shapes and sizes.
Prospect Screening Companies: Every prospect screening company is different, but most compare your donors against a variety of databases to create a comprehensive profile for each supporter. This will help your organization track, sort, and evaluate all of your supporters.

Make sure you know exactly what types of data you need to collect and how quickly you need to collect that data to make sure you pick the right method.

2) Form a prospect research team.

If you’ll conduct prospect research in-house, you’ll need to build an effective prospect research team of individuals with complementary skills. The following roles are critical to your team’s success:

Director: This individual leads the team, sets strategic goals, and ensures alignment with your nonprofit’s broader objectives. They oversee the entire research process and ensure the team has the necessary tools to conduct research.
Prospect Researcher: This team member is responsible for gathering data about potential and current supporters. They’re tasked with creating detailed profiles by digging into donor data using various sources, such as databases, public records, and social media.
Data Analyst: A data analyst focuses on interpreting data and trends from donor databases and external sources. They help the team understand giving patterns and identify potential high-value donors.
Development Officer: This individual uses the insights provided by prospect research to cultivate and maintain donor relationships. They are typically involved in direct fundraising efforts and use data-driven strategies to approach potential donors, secure donations, and nurture ongoing donor relationships.
Legal/Compliance Officer: Given the sensitive nature of handling personal data, having someone knowledgeable about legal and ethical standards is crucial. This team member ensures that all prospect research activities comply with privacy laws and ethical fundraising practices.

Each role focuses on a specific aspect of the prospect research process, contributing to a comprehensive approach. While the structure of your team may vary, this suggested structure supports targeted fundraising efforts and helps build a robust foundation for long-term supporter engagement.

3) Clean up your data.

Before conducting prospect research, clean up your data to make the process run smoother and ensure more accurate results. A few ways to maintain proper data hygiene include:

Identifying and removing duplicate records within your database
Standardizing data entries to maintain consistency across your database, such as by using uniform formats for dates, addresses, phone numbers, and names
Identifying and removing outdated or irrelevant information that no longer serves your fundraising strategies
Removing lapsed donors from your records
Scanning your database for typos

Your data doesn’t need to be perfect, but cleaning up your data as much as possible will optimize your system for prospect research.

4) Check for accuracy.

Once you’ve actually conducted prospect research, verify the accuracy of the data gathered. This step involves cross-referencing information from multiple sources to confirm details such as contact information, philanthropic history, and financial capacity. Some prospect research companies will have an accuracy check process, such as manually checking appended emails and phone numbers.

Ensuring data accuracy helps prevent miscommunication and fosters trust by demonstrating diligence and respect for each prospect’s information. It also optimizes the efficiency of subsequent outreach efforts by reducing the time spent on addressing inaccurate or outdated information.

5) Analyze and make a plan for leveraging your new data.

After integrating the data into your CRM, sift through the results to identify the most promising prospects by analyzing factors such as giving capacity, alignment with your nonprofit’s mission, and likelihood of giving. Following this analysis, create a detailed plan on how to best use this data for outreach.

This plan should outline who to approach, the best ways to reach out to them, and the right time to do so. It involves deciding whether to meet someone in person, invite them to a special event, send them a personalized letter, or connect through online platforms based on their preferences and past donations.

During this stage, you’ll want to segment your supporters based on shared characteristics, such as:

Donation Level: Group donors based on the amount they contribute, such as major, mid-level, and low-level donors. This allows for tailored communication strategies that recognize the level of support.
Donation Frequency: Identify who gives regularly versus those who donate sporadically. Regular givers can be approached for recurring giving programs, while sporadic givers can be encouraged to give more consistently.
Geographic Location: Segmenting donors by location can help in organizing local events, understanding regional interests, and tailoring communications that resonate with local community values or needs.
Interests: By understanding what specific projects or aspects of the organization’s work a donor supports, nonprofits can tailor outreach to reflect donors’ interests.
Type of Support: Differentiate between types of supporters such as volunteers, advocates, corporate sponsors, and individual donors.
Demographics: Segmenting based on demographics helps choose messages and outreach strategies that are more likely to resonate with different groups.
Communication Preferences: Some supporters may prefer digital communication while others might value traditional mail or personal calls. Segmenting by communication preference ensures that supporters receive information in the way they find most accessible and engaging.

An effective plan ensures that your team knows exactly what steps to take to engage each prospect, helping to turn potential interest into actual support. From here, put your plan into action and start reaching out!

Types of Prospect Research Tools and Software

While the thought of performing prospect research may sound daunting, there are several prospect screening companies and platforms that nonprofits and educational institutions can use. Let’s explore a few recommended services and tools.

Data Enhancement

Also called data appending companies, data enhancement services improve the quality and depth of existing donor databases by pulling additional information such as:

Contact information like email addresses, postal addresses, and phone numbers
Demographics like ages, birthdates, and geographic location
Employer data like company names and role titles

These services leverage external data sources to fill in gaps and update outdated information within your database. This ensures that your nonprofit has accurate and comprehensive profiles for each prospect.

Prospect Research Database

Prospect research databases are specialized tools that provide access to a wealth of information on potential donors, including personal backgrounds, giving histories, wealth assessments, and affiliations.

These databases compile data from multiple public and proprietary sources, allowing fundraisers to quickly gather detailed insights about prospective donors’ capacity and propensity to give. Using this type of prospect research tool helps nonprofits identify and prioritize high-potential prospects.

Corporate Giving Software

Corporate giving software is designed to help nonprofits identify potential corporate donors. This type of software typically includes features for researching matching gift programs and volunteer grant information. Here are two types of tools that are most helpful:

Matching gift databases contain information on companies that offer matching gift programs. They store requirements for employee eligibility, nonprofit eligibility, and donation amounts. Plus, they provide relevant submission information such as available forms and deadlines.

Volunteer grant databases provide details on companies that offer grants to nonprofits where their employees volunteer. This prospect research tool stores records on individual companies’ programs, including volunteer hour, employee, and nonprofit requirements as well as instructions and links to application forms and deadlines.

These prospect research tools can help your nonprofit identify donors and volunteers eligible for their companies’ philanthropic programs. Plus, they can help you identify companies that offer generous corporate giving initiatives, which can open the door to strategic partnerships.

Your Nonprofit’s CRM

Your nonprofit’s CRM is a fundamental tool for managing interactions with donors and tracking engagement history. It stores critical data such as donation records, event attendance, volunteer activity, and communication preferences, which can be leveraged to build stronger relationships with supporters. Effective use of a CRM helps personalize donor interactions and streamline fundraising activities, making it easier to cultivate and steward donor relationships.

SEC Investment Records

SEC investment records provide information about the investment activities of individuals and institutions, which can be particularly valuable in assessing the financial capacity of potential major donors.

By examining public filings such as insider trading reports and stock holdings, nonprofits can gauge prospects’ wealth level and philanthropic capacity. This is especially useful for identifying high-net-worth individuals and understanding their investment behaviors.

Predictive Modeling Solutions

Predictive modeling solutions use statistical techniques and algorithms to analyze historical data and predict future donor behaviors. These tools help nonprofits anticipate which prospects are most likely to donate, their expected donation amounts, and optimal times for solicitation.

Wealth Screening Tools

These tools help nonprofits identify the financial capacity of potential donors by analyzing various data points such as real estate ownership, stock holdings, past charitable contributions, and other public financial information. That way, you can focus on prospects with the means and propensity to give significantly.

As a top recommended prospect research service, DonorSearch blends philanthropic and wealth metrics so your organization can make informed decisions about prospects and plan effective outreach. Plus, the company offers a few choices of tools when it comes to conducting prospect research:

Charitable giving database. DonorSearch’s charitable giving database is comprehensive and constantly growing, housing tons of useful philanthropic data.
DSGiving search tool. DSGiving is a free prospect research tool that offers access to a smaller-scale version of DonorSearch’s philanthropic and political contributions data. Simply type in an individual’s name, state of residence, and gift type, and the tool will pull useful data.

DonorSearch helps your nonprofit learn more about your donors and create comprehensive donor profiles. Because the tools analyze philanthropic and wealth indicators, this results in more qualified leads for nonprofits to pursue.

Fueling Your Prospect Research With Double the Donation

Double the Donation is the leading provider of matching gift solutions, and our complete automation platform can give your nonprofit the ability to maximize donations with matching gifts and volunteer grants without lifting a finger.

Here’s an overview of our solution:

Double the Donation Matching: Using Double the Donation’s matching gift fundraising software, organizations can uncover valuable matching gift prospects by collecting employer information within the donation process. From there, the solution screens for matching gift eligibility and populates the right forms and guidelines to submit a match. Plus, Double the Donation Matching offers a real-time employer appends add-on that instantly scans donor records and automatically supplies company information if available. Check out this video for a closer look at Double the Donation Matching:

Want to learn more about how our cutting-edge technology can support your prospect research and drive greater fundraising results? Reach out to our team for a free demo!

Wrapping Up

Prospect research is an invaluable strategy that equips nonprofits with the insights needed to target donors effectively. By harnessing the power of detailed data analysis and strategic donor segmentation, your organization can unlock new opportunities and maximize the impact of its fundraising efforts.

If you’re looking for more information about prospect research, check out the additional resources below:

10 Ways to Maximize the Benefits of Wealth Screening. Explore the fundamentals of wealth screening and advice for leveraging the wealth data you collect.
Major Gifts: How to Unlock Your Donors’ Potential. Major gifts can have a huge impact on your mission. Learn how to cultivate major gift donors with this insider’s guide.
Improving Your Donor Development Approach: 15 Expert Tactics. Prospect research is just one part of improving donor relationships. Explore actionable advice for acquiring and retaining your nonprofit’s donors.

A Deep Dive into Marketing Volunteer Time Off for Nonprofits

May 17, 2024/in Donor communications, Learning Center, About Double the Donation, Marketing Strategies /by Adam Weinger

Paid Volunteer Time Off (VTO) programs continue to gain traction as companies boost their CSR while engaging employees in meaningful community activities. These initiatives not only reflect a company’s commitment to social impact but also empower organizations to make the most of their volunteer base. However, despite the growing prevalence of VTO, there’s a significant knowledge gap regarding workplace giving initiatives⁠—even among eligible supporters. And that’s where a well-thought-out plan for marketing volunteer time off to your audience will come in handy!

In this post, we’ll dive into the world of Volunteer Time Off for nonprofits and share key recommendations for effectively promoting VTO. Here’s what we’ll cover:

What Is Volunteer Time Off?
Why Does Marketing Volunteer Time Off Matter?
10 Top Strategies For Marketing Volunteer Time Off at Your Org
Bonus: Free Sample Volunteer Time Off Marketing Materials

Read on to explore the transformative impact corporate volunteer initiatives like these can have on your organization, its mission, and your community as a whole.

Let’s get started!

What Is Volunteer Time Off?

Volunteer Time Off (which is also referred to as VTO, paid-release volunteer time, or employer-sponsored volunteerism) is a unique benefit that allows employees to spend typical work hours volunteering with charitable causes. This type of program supplies additional time off, above and beyond any existing vacation or sick leave, and is specifically designated for team members to participate in volunteer activities.

VTO programs vary among companies in terms of eligibility criteria, time off granted, submission processes, and more. Some companies offer a set number of VTO hours per year, while others allow employees to use VTO on a flexible basis. The types of volunteer activities permitted can also range from community service projects to skills-based volunteerism and more.

Why Does Marketing Volunteer Time Off Matter?

As a form of corporate partnership, the purpose of Volunteer Time Off is multi-fold. First, the programs enable companies to demonstrate commitment to social responsibility and engage employees in meaningful ways. At the same time, employees are presented with a unique opportunity to give back to their communities and support their favorite causes—like yours⁠—without missing a day’s wages. This fulfills individuals’ desires to make a positive impact and fosters a sense of purpose in their work inside and outside the office.

For nonprofits, the availability of volunteer time off widens the prospective supporter pool, incentivizing individual involvement and significantly increasing engagement. However, many employees are unaware of the VTO programs offered by their employers, leading to a missed opportunity for companies and nonprofits alike.

That’s why marketing the programs is so essential, and why organizations like yours are taking increasingly proactive steps to drive awareness among their audiences. When done well, simply highlighting VTO opportunities in donor- and volunteer-facing materials will allow you to bridge the knowledge gap and unlock a new avenue for community involvement.

10 Top Strategies For Marketing Volunteer Time Off at Your Org

Crafting a Volunteer Time Off marketing plan is essential for organizations looking to supercharge volunteerism and engage supporters with corporate incentives. So, how, specifically, will you increase awareness of the programs among your audience to maximize participation? We recommend implementing the following strategies and best practices in your efforts.

1. Establish Volunteer Time Off metrics and KPIs to track.

When it comes to marketing just about anything⁠—including volunteer time off⁠ and other corporate giving programs—determining which KPIs⁠ (or Key Performance Indicators⁠) your team will track is an essential first step. Implementing the appropriate metrics in your promotional plan allows you to measure the effectiveness of your VTO program and identify opportunities for improvement in your strategy.

These might include:

Volunteer participation rates
Number of existing volunteers using VTO
Number of first-time volunteers using VTO
Total number of hours donated through VTO programs
Average number of VTO hours used by volunteers
Number of companies offering VTO for your volunteers
VTO volunteer retention rate
Tangible project impact
Digital engagement (email clicks, social media likes, etc.)

By tracking these indicators and more, you can supercharge your efforts with data-driven decisions, demonstrate the program’s value to stakeholders, and optimize volunteer engagement. And that will set you up for successful marketing as you begin promoting the opportunities to supporters.

P.S. It’s easy to track these metrics and more with Double the Donation Volunteering!

2. Look at examples of other organizations’ VTO marketing efforts.

If your organization has yet to begin promoting volunteer time off to your audience, it can be a bit overwhelming if you’re not sure where to start. Fortunately, studying successful examples from your peers and other organizations’ VTO marketing efforts can provide valuable insights and inspiration.

Take a look at the following web pages from two nonprofits sharing information about Volunteer Time Off programs with their supporters:

Example #1

Example of an organization marketing volunteer time off

Example #2

Example of an organization marketing volunteer time off

Each one provides an essential overview of the opportunity, and analyzing their strategies can help identify best practices, innovative ideas, and common pitfalls to avoid.

3. Provide an overview of VTO basics on your nonprofit website.

As the examples showcase above, one of the best ways to promote volunteer time off to your supporters is to share information about the programs on your nonprofit or school’s website. After all, your website is an invaluable resource for volunteers and donors looking to get further involved with your organization. It makes sense for VTO to be a featured opportunity!

If you already have a Volunteers’ page on your site, be sure to add a blurb about Volunteer Time Off there⁠—along with instructions on how individuals can locate their companies’ guidelines. You can also include information on your workplace giving or “Ways to Give” pages or even dedicate a brand new page to all things VTO.

Regardless, a clear and concise overview can serve as an essential incentive for volunteer engagement. By making this information easily accessible on your site, you can educate visitors, encourage more individuals to take advantage of VTO, and reduce barriers to participation.

Top tip: Once you have VTO content live on your website, use Google’s Ad Grants program to promote the page to a wider audience at no cost!

4. Share impact-focused volunteer time off content on social media.

Another way to spread the word about Volunteer Time Off programs is by sharing information from your organization’s social media profiles. For the best results, the content you publish should highlight the benefits of volunteerism on your cause and emphasize the convenience with which individuals can support your efforts.

Try scheduling a combination of informational content, mission impact stories, volunteer testimonials, statistics and research, participating companies, step-by-step instructions, and more. Across all your posts, keep in mind platform-specific best practices, such as regarding multimedia materials, hashtags, linking strategies, and more.

Remember: Social media is a powerful tool. Use it to show supporters how they can do even more to move your mission forward in tangible, hands-on ways. As a result, you can amplify your organization’s message, attract new supporters, and build a growing community around your cause.

5. Source employment information from volunteers and donors.

In order to locate opportunities for supporters to take VTO while volunteering with your cause, you’ll need access to their employment data. It should be a no-brainer that you’ll want to know where your volunteers work⁠. However, you shouldn’t overlook the VTO potential of your donors, either! Most organizations’ donors and volunteers overlap by a significant amount⁠—and volunteer incentives like VTO can help encourage even more donors to give their time.

So, how can you get the information if it’s not already available? One of the easiest ways is to request employment data directly within your volunteer registration forms, donation pages, and more. However, other identification methods may include the usage of a matching gift company search tool, email domain screening, data appends service, and more.

6. Inform volunteers about VTO opportunities within onboarding.

Make sure volunteers are familiar with the idea of volunteer time off from the start of their engagement to ensure available opportunities do not go unclaimed. For this, we recommend incorporating VTO information directly within the onboarding or training processes.

This approach helps set expectations, drives immediate engagement, and encourages volunteers to see if they qualify. Early education about VTO can also enhance volunteer retention and satisfaction by making it easy for eligible supporters to get paid while supporting your cause!

7. Send personalized follow-ups after volunteer activities.

Personalized follow-ups help build a stronger relationship between each volunteer and the nonprofits they support, thus increasing the likelihood of ongoing engagement and retention. As you begin implementing a plan for marketing volunteer time off for your cause, you don’t want to overlook the power of personalized communication.

Here’s how this can work:

Let’s say your organization gains a new volunteer who works for Warner Media, which you know offers a generous amount of VTO. After the individual’s first volunteer shift, you decide to send a tailored thank-you note. The note should demonstrate your appreciation of the individual’s support and remind them about their company’s volunteer incentives.

When the individual reads the message, they’re ultimately inspired to complete the request process for their employer to count their hours toward the Volunteer Time Off program.

If you have access to program guidelines or submission instructions, that information can help simplify the experience for your volunteer, too!

8. Encourage VTO-eligible supporters to organize group events.

One of the most impactful ways to promote volunteer time off is by leaning into word-of-mouth marketing. To demonstrate the value, let’s say the same volunteer continues supporting your organization with their VTO. You already know the individual works for a company that offers volunteer time off for its employees. One of the best ways to get more VTO-eligible supporters through your doors is to empower existing volunteers to organize group events with their peers.

If Volunteer A receives dedicated VTO hours, it can be assumed that Volunteer A’s colleagues can likely request VTO, as well⁠. That means you’ll have a larger pool of individuals willing to do important work for your cause without facing the impact of a lost day’s wages.

Bonus: Free Sample Volunteer Time Off Marketing Materials

Ready to jump into marketing volunteer time off to your audience, but not sure where to begin? Feel free to use these sample graphics as a starting point.

Sample #1: General VTO Overview

Sample graphic for marketing volunteer time off

Here’s what this example does well:

With an attention-grabbing header and concluding with a clickable CTA button, this sample focuses on driving action among volunteers. When users click the button to learn more, they should be directed to a VTO resource on your site. There, it should overview the opportunity in detail and instruct supporters on how to determine their eligibility for the programs.

Sample #2: Informational Infographic

Sample graphic for marketing volunteer time off

Here’s what this example does well:

An infographic can be an excellent way to share tons of important information in an engaging and visually appealing manner. This sample content highlights a few key insights from our Volunteer Time Off statistics page, providing a helpful snapshot of the opportunity for nonprofits and their supporters.

Sample #3: Defining Volunteer Time Off

Sample graphic for marketing volunteer time off

Here’s what this example does well:

It’s important for your audience to have a solid understanding of VTO programs before you can expect them to participate. Therefore, starting at the beginning with an easy-to-understand definition allows you to ensure all stakeholders are on the same page.

Sample #4: VTO Company Spotlight

VTO company spotlight example

Here’s what this example does well:

One of the best ways to ensure supporters understand the VTO opportunity is to highlight real examples of the programs. This sample marketing material does so well by sharing specific guidelines and insights regarding the highlighted company’s programming. Plus, it encourages the organization’s audience to self-identify as eligible for the particular program!

Wrapping Up & Next Steps: Start Growing VTO

Volunteer Time Off programs can drive significant social impact for nonprofits, their supporters, and the companies interested in giving back. As a result, the opportunity is not one that should be overstated.

Start by encouraging your audience to tap into VTO and other workplace giving initiatives. From there, your team can harness the power of employee volunteerism to advance its mission more effectively than ever before.

Interested in supercharging your organization’s corporate engagement strategy? Check out these recommended resources for further reading:

Volunteer Time Off Companies | Top Programs to Know. Tons of businesses offer VTO opportunities for their employees. Explore our compilation of leading companies with volunteer time off to see examples.
Maximizing Impact With Corporate Volunteer Grant Programs. Volunteer incentives can go beyond volunteer time off, too. Learn all about volunteer grants, or Dollars for Doers, in this complete guide.
Free Download: The Ultimate Guide to Corporate Matching Gifts. Matching gifts are one of the most widely available forms of corporate giving. See how your nonprofit can maximize its fundraising here!

Revolutionizing Your ROI: A Guide to Monthly Giving Programs

May 15, 2024/in Fundraising Ideas /by Adam Weinger

What if you could cut the guesswork and accurately predict how much fundraising revenue you’ll have at your disposal each month? You’d be able to plan your finances effectively, allocate funds where they’re most needed, and achieve mission-critical goals.

Adopting a monthly giving program is a win-win-win for your nonprofit, beneficiaries, and donors—you get a consistent revenue stream, your beneficiaries get high-quality programs, and your donors can make budget-friendly donations at regular intervals.

In this guide, we’ll help you access this powerful revenue stream with this information:

Monthly Giving Program FAQs
10 Tips to Create a Monthly Giving Program
5 Examples of Monthly Giving Programs

As we review these tips, consider your nonprofit’s current donor base and how they would respond to a monthly giving program. Or, if you already offer one, think about how you could improve it to yield a higher return. Let’s dive in!

Monthly Giving Program FAQs

What is a monthly giving program?

A monthly giving program is a recurring donation program where supporters give regularly throughout the year. Most recurring giving programs are structured around a monthly schedule (which is why it’s our focus for this content), but supporters could make contributions on a biweekly, bimonthly, or even semiannual basis.

What are the benefits of a monthly giving program?

There are numerous advantages to having a monthly giving program, such as:

Consistent and predictable revenue. Monthly donors provide a stable and reliable source of income. This consistency helps in budget planning and ensures nonprofits can better allocate resources.
Increased lifetime value. Monthly donors tend to give more over the long term compared to one-time donors. Their cumulative contributions add up, increasing their lifetime value. In fact, the average recurring donor gives $287 per year while one-time donors give $192.
Reduced fundraising costs. Acquiring new donors can be expensive and time-consuming. Monthly giving programs often have lower acquisition costs because once a donor is signed up, they continue to give without the need for additional outreach.
Improved donor retention. Monthly donors tend to have higher retention rates than one-time donors. They are more invested in the organization’s mission and are less likely to lapse. Additionally, many monthly donors have their donations given automatically, limiting the chances they’ll forget to donate and increasing reliability.

Not to mention, a monthly giving program enhances donor engagement by making supporters feel a stronger connection to your organization. Because monthly donors actively support your work on an ongoing basis, they will be more inclined to participate in your organization’s other campaigns, attend events, and advocate for your cause.

How do you turn one-time donors into recurring donors?

Converting one-time donors into recurring donors requires a thoughtful and strategic approach. Here are some steps you can take to encourage donors to make ongoing contributions:

Express gratitude. Make donors feel valued and connected to your organization. Show appreciation for their initial donation promptly with personalized thank-you emails or letters.
Share impact stories. Regularly communicate the impact of their donation. Use success stories, testimonials, and updates to illustrate how their support makes a difference.
Educate about monthly giving. Share information about your program in your communications. Explain the benefits of becoming a recurring donor, such as having a more significant and sustained impact on your cause.
Highlight convenience. Let donors know that monthly giving is an easy way to support your cause without making a large upfront financial commitment.
Market your monthly giving program. Pull all of these elements together in marketing materials for your program. Use your website, social media, email, and other digital marketing channels to spread the word about your program.

According to eCardWidget’s donor retention guide, it’s also more cost-efficient for your nonprofit to deepen relationships with existing donors than to acquire new ones.

10 Tips to Create a Monthly Giving Program

Define Clear Objectives

Start by setting clear goals for your program. Determine what you want to achieve in terms of:

Revenue
Donor retention
Impact on your mission

Along with these targets, consider any milestones your organization might reach along the way. Share these relevant accomplishments related to these goals with potential donors to encourage them to get involved. For example, you might share how a hundred donors have chosen to make monthly gifts, allowing your nonprofit to launch a new mission-related program.

Brand Your Monthly Giving Program

Make your program stand out by giving it a distinct identity. Encourage supporters to become invested in being monthly donors by creating a program name related to your mission. Then, design a logo and thematic elements to help promote the brand cohesively across materials.

As you develop engaging marketing materials related to your program, incorporate social proof to cultivate a sense of community. For example, testimonials and photos of current monthly donors can encourage other supporters to become part of something bigger by committing to monthly giving.

Add a Monthly Giving Option to your Donation Page

Only 14% of organizations prompt donors to make a recurring gift during the donation process, meaning there might be a missed opportunity right on your donation page to capture donors’ long-term support.

Your donation page should prominently display an easy-to-select option for recurring gifts. Here are a few ways you can highlight monthly giving on your donation page:

Contextualize the option: Briefly explain the impact of monthly giving on your donation page.
Set it as the default gift type: Encourage donors to opt in by making monthly giving the default gift type. Just make it easy to switch to one-time giving and clear how to opt-out so donors don’t feel tricked into giving monthly.
Use clickable buttons: Allow users to opt in with just the click of a button right from your donation page.

To further maximize the impact of these gifts, integrate with matching gift software to add the ability to easily match gifts. Auto-submission technology by Double the Donation automatically informs donors whether they’re eligible and submits the match request for them.

Develop a Compelling Case for Support

Craft a compelling and emotionally resonant case for support. This message should clearly articulate why monthly donations are essential for your organization and how they will make a difference.

No matter the platform you share it on, you can create a compelling case for support by including:

Emotional and logical appeals: Balance emotional narratives with data and statistics that prove the effectiveness of your program. This approach captures your audience’s attention while reinforcing the program’s mission.
Answers to common objections: Be transparent about the program, acknowledging potential concerns your donors may have. For example, note that monthly giving can be a significant financial commitment, but assure donors that they can cancel or adjust the monthly contribution at any time.
Sense of belonging: Make donors feel like partners to your organization. Thank them for their participation, create a special name for monthly donors, and offer perks like access to blogs and webinars.

Remember to tailor your message to your audience to make it uniquely compelling to each donor. For example, short emotional appeals tend to do better on social media, while thorough research reports are better left on your blog and can be linked to in external communication.

Segment Your Donor List

Use donor data to segment your existing supporter list and identify potential monthly donors. Divide them into groups based on shared characteristics such as:

Interests and affinities, or their interest in your specific projects or initiatives
Demographics, including trends related to age, gender, or income level
Communication preferences, such as email, social media, or text.
Engagement level, which refers to the frequency at which donors interact with your nonprofit

Then, use these groups to effectively target your outreach. For example, you might ask annual donors to spread their annual gift across the year in monthly donations, instead. For donors who give occasionally, urge them to switch to a more consistent donation frequency.

Offer Multiple Giving Levels

Help donors determine how much to give by offering different giving levels or suggested monthly donation amounts. This allows donors to choose a level that fits their budget.

Suggested giving levels can motivate upgrades in giving, especially when you explain what each level achieves. For example, a $50 donation might cover the cost of a month’s worth of food for a dog at an animal shelter. The shelter could recommend $50 as a giving level, explaining that donors could feed a dog for a month simply by increasing their gift size.

Communicate Clearly

Clearly explain how your monthly giving program works from beginning to end. Remember to include instructions for:

The donation process
Payment options
How donors can manage their recurring gifts
Ways to further their impact, such as matching gifts

Also, provide regular updates about the program’s success to donors who participate in it. Strengthen relationships with your monthly donors by sharing the specific impact that was made with their gift and thanking them for their dependability.

Showcase Success Stories

Illustrate how monthly donations have positively affected your cause. Share the specific successes achieved by your program through testimonials, case studies, and other illustrative stories that showcase your work.

To make a compelling success story, be sure to include:

A clear problem and solution: Identify the issue that your nonprofit hopes to address and the potential consequences of ignoring it. For example, a food bank might provide the number of people affected by malnutrition every year and how many people in their community received food as a result of the organization’s fundraising efforts.
Relatable characters: Introduce a human element by mentioning real people that potential donors can relate to. To make your story truly resonate, highlight their dreams and emotions as they relate to the problem at hand. For example, the food bank might tell the story of a beneficiary, using quotes or a complete testimonial to communicate their struggles and hopes.
Measurable results: Demonstrate your nonprofit’s success by providing data and statistics to show your organization’s real, measurable results. Using our example of the food bank, the organization could include data about the number of community members served and the dollars spent on groceries for beneficiaries. To go one step further, the food bank might share before and after pictures of a beneficiary (with the individual’s consent.)

Above all, ensure your stories are authentic by using real quotes and credible statistics where possible.

Offer Incentives

Incentivize recurring giving by offering perks or benefits to motivate donors to join your monthly giving program. Incentives may include:

Exclusive content
Early access to events
Special recognition

Incentives not only encourage donors to engage in monthly giving but also boost donor retention by exciting donors about their continued support! For example, a nonprofit might provide donors with exclusive merchandise sales codes, or a museum might offer discounted tickets.

Promote through Various Channels

Use multiple communication channels to promote your monthly giving program in various formats. Create marketing materials for your:

Website: Create a landing page about your recurring giving program, ideally separate from your existing donation page and listed as one of your “Ways to Give.” This should serve as the go-to resource for all information concerning your program, and all other channels should link back to this page.
Email campaigns: Use compelling subject lines, such as “We urgently need your help,” and strong visual elements like pictures of beneficiaries to explain the program in your email newsletters. Educate readers about the process and direct them to your website for more information.
Social media channels: Capture your audience’s attention with visually appealing social media content, such as posts that include images, videos, and infographics. Consider shareability as you craft each post so your followers will spread it to their followers and so on.

A multichannel approach expands the reach of your promotional materials and allows you to leverage the strengths of each platform to convey your message.

5 Examples of Monthly Giving Programs

American Red Cross

The monthly giving page on the American Red Cross’s website uses the organization’s strong brand colors to encourage donations. Along with using brand colors, this form reinforces supporters’ connection to the Red Cross by referring to monthly donors as “Red Cross Champions” and calling out their important role in the organization’s mission.

The page also makes it easy for visitors to give by limiting form fields to just one prompt: the giving amount. After selecting a suggested giving level, donors are taken to a new page where they can opt-in to cover the donation’s processing fees, select a specific effort to support, and input their payment information.

UNICEF USA

On their monthly giving page, Unicef gives thorough background information on how monthly giving works. The page explains the process step-by-step and even provides an email address and phone number to contact in case visitors have questions.

This page helps donors understand why their repeated support is important and how it will be used. Plus, it showcases the simplicity of recurring giving, making visitors more likely to sign up when they realize how easy the process is.

The Nature Conservancy

The Nature Conservancy’s monthly giving page positions recurring donors as “Conservation Champions,” who receive membership benefits, including:

Monthly updates on the organization’s conservation efforts
A year-long subscription to the organization’s magazine
An annual calendar featuring photos of nature for each month

These incentives entice donors to engage in monthly giving. Beyond these tangible benefits, the page also highlights the ease and efficiency of recurring giving.

charity: water

Visitors get a glimpse into the impact of their donations on charity: water’s monthly giving page. The donation form offers suggested giving amounts that, when selected, display the number of people who receive clean water as a result of that donation amount. This draws a direct connection between the donation and its impact so donors know they’re truly making a difference.

The form also notes that 100% of the donation funds water projects, reinforcing donors’ confidence that their gift will be put toward the nonprofit’s mission. Coupled with strong visuals, the form entices donors to give (and give more) by emphasizing the gift’s importance.

American Heart Association

The American Heart Association creates a sense of urgency on its monthly giving page by noting the opportunity to have a donation matched for double the impact. By using language like “Don’t miss out” and “Save more lives by giving now,” this page encourages donors to commit to monthly gifts immediately!

Also, the page includes a photograph of a heart disease survivor and urges visitors to “keep a family’s loved one,” like the woman pictured, alive by donating. This helps donors see the potential impact of their donation and the importance of maximizing the amount they’re able to give.

Final Thoughts on Monthly Giving

Successful monthly giving programs can mean the difference between unpredictable donations and consistent, sustainable support for your organization. Develop a monthly giving program tailored to your nonprofit’s unique supporter base and needs to increase donation amounts, strengthen relationships, and fund your work for years to come.

For more tips on securing monthly support, check out the following resources:

Improving Your Donor Development Approach: 15 Expert Tactics. Donor development is a key element of securing monthly support. Learn how to steward donor relationships in this guide!
Understanding the Fundraising Cycle: 5 Ways to Raise More. The fundraising cycle allows nonprofits to steward donors and secure their continued support. Plan the strategic steps you’ll take to boost fundraising using the tips in this guide.
Building Trust and Loyalty: Mid-Level Donor Program Basics. To recruit supporters for your monthly giving program, you’ll first need to identify and retain mid-level donors. Read our guide to learn the basics!

Designing a Successful Fundraising Calendar + Free Template

May 15, 2024/in Donor communications, Nonprofit Basics, Fundraising Ideas /by Adam Weinger

The end of the year is always a busy time for fundraising, and your nonprofit tries to start planning months in advance. But the planning phase may take longer than anticipated, leaving you scrambling in October and November to figure everything out in time.

If your nonprofit relates to this situation, then you need an annual fundraising calendar stat. With a fundraising calendar, your entire fundraising strategy for the year can be laid out in as much detail as you need. With this preparation tool, your team can approach your fundraising goals confidently and follow clear plans to achieve them.

To help you get started with this essential nonprofit planning tool, this guide will explore:

Annual Fundraising Calendar FAQ
How to Create an Annual Fundraising Calendar
How to Maintain an Annual Fundraising Calendar
Annual Fundraising Calendar Template

First, let’s answer a few questions about fundraising calendars and how they fit into any nonprofit’s organizational strategy.

Annual Fundraising Calendar FAQ

What is an annual fundraising calendar?

An annual fundraising calendar is a planning tool used by nonprofits to outline and schedule their fundraising activities and campaigns throughout the year. Fundraising calendars may include details about:

Donor engagement activities
Fundraisers communication plans
Key dates and deadlines
Fundraising goals
Program costs
Staff and volunteer hours

Fundraising calendars are highly customizable, and your nonprofit’s calendar should include the information and level of detail that helps your team. For example, your nonprofit might already have a separate content management calendar for marketing initiatives. In this case, you might just add key marketing activities to your fundraising calendar, such as campaign kick-offs, but leave off granular details, such as when social media posts go live.

What are the benefits of an annual fundraising calendar?

Ultimately, your fundraising calendar’s effectiveness depends on how your team uses it. A well-planned and executed fundraising calendar allows you to reap the following benefits:

Organized strategic planning
Better decision-making
Clear sense of purpose
Enhanced time management
Improved staff and board management
Greater ability to engage donors

Your fundraising calendar is your nonprofit’s roadmap for the year, and if you follow that map, you’ll ideally reach your fundraising goals’ destination.

If something does come up and you need to deviate from your plan, do not throw out your calendar. Instead, treat it like a living document and make necessary edits. This will allow you to consider future outcomes and successfully shift plans for how to achieve your fundraising goals.

When should nonprofits create a fundraising calendar?

Ideally, your nonprofit should have its annual fundraising calendar ready well in advance of the upcoming fiscal or calendar year, depending on how you manage your operations. For some nonprofits, this means having a calendar that outlines activities from July 30th to June 1st. For others, this means January 1st through December 31st.

Whichever way you set it up, plan to create your calendar at least a month in advance of when you will actually start using it. This way, you can avoid playing catch-up and start preparing for long-term projects right away.

How to Create an Annual Fundraising Calendar

Set Clear Goals and Objectives

We’ve discussed the types of general activities that your annual fundraising calendar can document, but the content on your calendar should be dictated by your goals for the year. Think of your calendar as not just a checklist of activities for the year but a plan for achieving specific goals.

As such, your first step in designing your fundraising calendar is to define your nonprofit’s fundraising goals for the year. These goals should:

Align with your overall mission and financial needs. Talk with your team, especially your executive director and program managers, to identify what your nonprofit needs to accomplish this year. For some nonprofits, this might mean planning a growth strategy, while others might seek to raise enough funding to maintain current operations.
Be practical based on past years’ performance. Evaluate your organization’s past fundraising activities and campaigns to identify what worked well, what needs improvement, and what should not be repeated. This ranges from social media strategies and events to sponsorships and grant applications.
Consider expected trends and events. Is there anything your nonprofit can predict will happen in the coming year that will impact your fundraising efforts? This might include trends in corporate funding, major political events, and seasonal activities. For example, every nonprofit should consider the heightened philanthropic activity around the end of the year.

Use these goals as guidelines for your entire fundraising calendar. When adding activities, consider how each proposed initiative helps your overall goals. If something doesn’t clearly align, consider if it’s still necessary or even if it takes resources away from other activities.

Identify Key Fundraising Activities

Next, use your goals to determine the types of fundraising activities and campaigns you plan to undertake during the year. A few campaigns you might add to your fundraising calendar include:

Matching Gift Campaigns

Fundraising calendars help nonprofits plan specific fundraising activities that need to take place at specific times, but they can also help track and coordinate ongoing fundraisers. For example, your nonprofit might add reminders to continually promote matching gifts.

Matching gifts are a passive fundraiser in that once a nonprofit has matching gift software enabled on its donation page, the fundraiser essentially runs itself. However, you can earn more from matching gifts by remembering to regularly promote it to donors, so they in turn remember to fill out and submit matching gift requests to their employers.

To learn more about matching gifts and why you should add a matching gift campaign to your annual fundraising calendar, check out this video from the Double the Donation team:

There are also events and specific time frames related to matching gifts that you may want to add to your fundraising calendar. For example, if you organize a matching gift challenge with a sponsor, you should add notes to your fundraising calendar about when this period begins and ends, as well as plans to market it to donors.

Major Gift Cultivation

It’s common knowledge in the nonprofit sector that approximately 80% of the average nonprofit’s funding comes from just 20% of donors. Recent reports show this trend has only been exacerbated with 90% of donation revenue coming from 10% of donors.

This means if your nonprofit does not already have a formal process for courting major donors, now is the time to start planning one.

On your annual fundraising calendar, add directions for your major gift officers. As they develop relationships with major donors, the donation cultivation process will become highly individualized, and major gift officers will need to create their own schedules for each prospect. However, your fundraising calendar should document steps for your major giving program as a whole.

For example, you might add core activities such as:

Conduct prospect research
Reach out to new prospects
Cultivate relationships by inviting major donors to special events
Make asks for a major upcoming project to donors likely to convert

Putting these activities on your calendar will help you continually refresh your database of prospects, grow your major giving program, and ensure major gifts come through at key times of the year.

Events

From booking a venue to organizing a marketing campaign, events require significant planning but can also bring in significant revenue. For major events, consider breaking their planning into multiple steps, such as:

Initial planning. Early planning stages for events depend on the event type, such as an auction requiring an extensive item procurement period. However, for most events, major activities to add to a fundraising calendar include organizing sponsorships, booking venues, planning activities, and making necessary software and resource purchases.
Marketing. Event marketing should start at least several weeks before a major event and requires planning beforehand. Consider scheduling time for market research and marketing asset creation, as well as creating an outreach schedule for when promotions go live. For example, you might plan time to hire a graphic designer to create invitation eCards, then use eCard software to schedule their delivery.

Marketing. Event marketing should start at least several weeks before a major event and requires planning beforehand. Consider scheduling time for market research and marketing asset creation, as well as creating an outreach schedule for when promotions go live. For example, you might plan time to hire a graphic designer to create invitation eCards, then use eCard software to schedule their delivery.

Hosting. Unless an unexpected emergency comes up, you should schedule a specific date to host the event early on. This enables bookings in advance for venues, entertainment, and catering.

For events, pay special attention to staff time and what types of staff you will need. Some events may be able to rely heavily on volunteers, whereas others might require a significant amount of work from staff and even external vendors.

Peer-to-Peer Fundraising Campaigns

In many ways, peer-to-peer campaigns run themselves, but they need coordination to get off the ground and make an impact. For your peer-to-peer campaign, add the following items to your fundraising calendar:

Software purchases. If your nonprofit does not already have peer-to-peer software, plan to begin the purchasing process in advance of your campaign. Be aware that some software purchases, such as platforms that are major investments or require significant customization, may require months-long implementation processes.
Volunteer recruitment. Determine how and when you will recruit participants. You may start making open calls early on and then plan to ramp up recruitment as your campaign’s start date nears.
Onboarding. Schedule time to create a formal onboarding process for volunteers in advance. You should have a style guide for how to present your nonprofit online and a walkthrough for how to use your peer-to-peer software.

Be aware that if you are hosting a rolling peer-to-peer campaign, you will have no set dates, and your timeline will be looser. Whether your campaign is scheduled or rolling, add reminders to regularly check in with your peer-to-peer fundraisers to provide encouragement, answer questions, and thank them for their participation.

Giving Tuesday Campaign

Giving Tuesday is one of the most important fundraising days of the year with almost $3.1 billion raised in 2022. If your nonprofit wants to participate in Giving Tuesday, start planning your campaign early.

Many nonprofits use Giving Tuesday as an opportunity to try new fundraising strategies to reach new audiences and stand out from the crowd. Whether your nonprofit is using an old strategy or trying something new, remember to pencil in research time for your campaign plan. Use the period several months in advance of Giving Tuesday to determine what fundraising strategies donors are responding to, if nonprofits in your field are using them, and if they are feasible for your organization.

Then, schedule time to assemble a team, establish your strategy, purchase and implement any needed software, and create necessary marketing materials. If you don’t have a separate content management calendar, consider adding notes about when to post announcements and send out promotional materials to your annual fundraising calendar.

Determine Timing and Scheduling

You now know what activities you want to put on your fundraising calendar, but when should those activities happen?

For every activity, assign a specific date or time frame based on:

Seasonality. Certain times of the year lend themselves to certain fundraisers. For example, the end-of-year holiday season is likely to be packed with marketing campaigns and events, whereas the fall may primarily be dedicated to planning those upcoming activities.
Donor behavior. Consider how donors are likely to respond to future activities based on previously scheduled ones. For instance, at the end of the year, you may make a major push to acquire new donors. In the following months, you would then shift gears to prioritize retention efforts to maintain as many of those donors as possible. This factor is especially important when it comes to establishing major giving practices.
Relevant external factors. Are there any upcoming challenges or opportunities you are currently aware of that might impact your schedule? For instance, if your marketing head is going on maternity leave, you may need to schedule a training period for the replacement to get up to speed.

Additionally, consider how much time should be dedicated to each activity. For example, while an event might only last for a few hours on a single day, you might need well over 100 hours of staff time to prepare for that event. This will help you balance schedules and avoid overwhelming any one team or person at your nonprofit.

Allocate Resources

In addition to the time activities will take, consider what other resources are needed. This may include budgeted funds, as well as which personnel is assigned to what activities to avoid double-booking or overextending resources.

Alternatively, consider what resources each activity is likely to bring in. For example, a volunteer recruitment drive will increase available volunteer time while an expected renewed grant will provide more funds for various programs.

How to Maintain an Annual Fundraising Calendar

Meet regularly with your team

Your annual fundraising calendar’s effectiveness is contingent on your team following it and adapting it as needed. Meet with your team about this year’s fundraising calendar regularly to:

Create your calendar. Unless your nonprofit is a one-man team, you need input from the rest of your team to determine which activities to prioritize, what resources you need for those activities, and who should be responsible for them. For instance, you might initially assume your IT team can handle your website redesign single-handedly, but after input from the rest of your nonprofit realize they need to work in tandem with your marketing team.

Ensure ownership. Every task on your fundraising calendar should be assigned to a specific person or group of people. Meet with various teams so they are aware of their responsibilities each month.

Make necessary adjustments. The people carrying out your various fundraising activities will be the first to sound the alarm if adjustments need to be made. Keep lines of communication open so team members can report delays, needed additional resources, and shortfalls. On a more positive note, team members might also report that certain activities earned more or were wrapped up in less time than expected.

By talking to various members of your staff, you will gain a broader perspective of your nonprofit’s current operations and capacity. This will improve your understanding of what your team can reasonably accomplish in a given year and help you stay on track to hit your fundraising goals.

Track Progress

As mentioned, your annual fundraising calendar is a roadmap for achieving your goals for the year, and that roadmap may need to add a few detours here and there. These hiccups should not derail your entire calendar. Instead, be ready to be flexible and make adjustments as needed.

Track fundraising activities in relation to your annual goals. For example, if you have a target amount you want to raise this year, you might focus on how much your fundraisers, events, and major donors bring in throughout the year. If a fundraising event has lower attendance than expected due to weather, consider how you can adjust other activities planned in future months to make up for that revenue shortfall.

Consistently engage donors

While your calendar likely only lists major activities, don’t forget the small everyday activities that keep your donors engaged. For instance, you can’t predict when every new donor will decide to give, so you need a flexible strategy that allows you to show appreciation and recognize donors at a moment’s notice.

Annual Fundraising Calendar Template

If you search the web for fundraising calendars, you’ll likely find results that look like a regular calendar you might hang up in your kitchen. These are not annual fundraising calendars and have limited use for nonprofits.

Rather, your fundraising calendar should take the form of a spreadsheet to be more useful to your team. Here’s an example and breakdown of the core elements of an annual fundraising calendar:

Month. Annual fundraising calendars are usually broken down by month to avoid making them too unwieldy. If there are specific activities that need to happen on specific dates, such as hitting a grant submission deadline, add a note to your calendar.
Activities. What activities are taking place this month? Usually, these are overall activities for the month, such as “plan Giving Tuesday campaign” or “start contacting potential annual gala sponsors.”
Costs. To the best of your ability, estimate how much each activity is expected to cost. This includes software purchases, vendor costs, and staff time. If you haven’t already prepared it, consider crafting your nonprofit’s annual budget in tandem with your fundraising calendar. This helps you keep track of where your money is going and ensure you have enough funds allocated for the entire year.
Staff. Determine who at your nonprofit will be responsible for what activities. This can be names of specific individuals or groups, such as your marketing team, major gift officers, or volunteers. Additionally, estimate approximately how much time you expect staff to spend on any one activity.
Expected income. Ultimately, your fundraising calendar is about earning money for your nonprofit. As such, for applicable activities, do your best to estimate how much they are expected to earn. This is especially necessary if your nonprofit’s annual goal is related to hitting a specific fundraising target.
Notes. If there are any extra reminders you want on record about a planned activity, add them to your notes section. This might include a reminder about the staff member going on maternity leave or a note emphasizing a strict deadline for a certain task.

To keep your nonprofit on track for the entire year, consider adding an optional “Goals” section to the top of your fundraising calendar. This should be a statement of what you hope to accomplish during the year that you can always refer back to at a glance each time you look at your calendar.

Annual Fundraising Calendars: Wrap Up

With a well-thought-out plan, any nonprofit can start its fundraising year off right. Annual fundraising calendars can help your organization do just that by creating timelines, allocating resources, and helping to focus your goals. To get started with your annual fundraising calendar, use our template or create your own. Then, meet with your team and start planning.

For more fundraising and organizational resources, explore these guides:

Conduct a Fundraising Feasibility Study: 7 Steps to Success. Capital campaigns are major fundraisers, and to prepare, your nonprofit needs to conduct a feasibility study. Learn how these studies work in this guide.
Donor Stewardship: How to Retain Support Effectively. Donor stewardship is an ongoing activity. Learn how to retain your supporters for years to come with these tips.
Get on the Path to Earning Grants: 10 Grant Research Tools. Grants have hard deadlines and take substantial time to prepare. Start planning your annual grant priorities with the help of these recommended research tools.

[Free Download] 10 Quick Steps to Matching Gift Success

May 15, 2024/in About Double the Donation, Learning Center /by Adam Weinger

What is 10 Quick Steps to Matching Gift Success?

Double the Donation’s 10 Quick Steps to Matching Gift Success is a streamlined resource designed to help nonprofits and other fundraising organizations quickly identify and implement strategies to maximize their matching gift potential.

This checklist provides a clear, step-by-step approach for effectively incorporating corporate matching gifts into an organization’s fundraising efforts, helping to boost donations without a complicated or lengthy process.

Why download 10 Quick Steps to Matching Gift Success?

Get actionable insights fast.

This resource is designed to provide straightforward, easy-to-follow steps for implementing a successful matching gift strategy, making it perfect for organizations looking for quick, practical solutions.

Boost fundraising efficiency.

By following the concise steps in the guide, nonprofits can enhance their matching gift efforts with minimal time and resources, ensuring they capitalize on every match-eligible donation.

Streamline donor engagement.

Uncover clear techniques for identifying and engaging match-eligible donors, helping your team to improve donor relations and maximize giving without adding complexity to the process.

GET MY FREE DOWNLOAD TODAY

Additional Recommended Resources

The Power of Email Domain Screening For Matching Gifts

May 10, 2024/in Learning Center, About Double the Donation, Marketing Strategies /by Adam Weinger

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

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

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

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

Table of Contents

What is Email Domain Screening?
The Email Domain Screening Process
How Email Domain Screening Uncovers More Matching Gifts
Other Ways to Identify Matching Gift Opportunities

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

What is Email Domain Screening?

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

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

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

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

The Email Domain Screening Process

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

Step #1: Data Collection
As donors give online, the software collects their personal information, including email addresses and other contact information. The system also captures employment-related data, such as the donor’s employer name, if provided, and the associated email domain.
Step #2: Domain Extraction
The software extracts the domain part of each donor’s email address. For example, if a donor makes a gift using the email john.doe@homedepot.com, the extracted domain would be homedepot.com. From there, the organization can establish that the individual (likely) works for the Home Depot, and update its records accordingly.
Step #3: Database Matching
From there, transaction records for individuals who do provide corporate emails are scanned against known matching gift suppliers. This is generally done using a matching gift database (complete with guidelines and documentation for thousands of participating companies) or a list of top companies to uncover vital employment and eligibility insights.

Then, donors whose email domains match with participating companies are identified as potentially eligible for matching gifts!
Step #4: Retrieval of Company Info
For each eligible donor, the organization or software retrieves employer-specific matching gift information. These insights generally include minimum and maximum donation amounts, match ratios, submission deadlines, and direct links to online request forms based on the company extracted from the individual’s corporate email address.
Step #5: Personalized Donor Outreach
Once matching gift information is retrieved, the organization or software solution generates targeted communications for eligible donors. (Hint: if you’re looking to save staff time, an automation tool is a must-have!)

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

Email domain screening process

How Email Domain Screening Uncovers More Matching Gifts

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

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

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

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

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

Email domain screening helps identify matching gifts

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

Other Ways to Identify Matching Gift Opportunities

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

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

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

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

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

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

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

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

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

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

DIVE INTO THE MOST COMPREHENSIVE MATCHING GIFT DATABASE

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

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

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

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

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

3. Enlist email follow-up outreach.

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

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

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

EXPLORE TIPS AND TRICKS FOR MARKETING MATCHING GIFTS IN EMAIL COMMUNICATIONS

4. Consider an employer append service.

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

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

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

SEE HOW YOU CAN APPEND EMPLOYER DATA TO YOUR DONOR RECORDS

5. Conduct a bulk matching gift screening.

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

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

LEARN MORE ABOUT OUR BULK MATCHING GIFT SCREENING SERVICES

Wrapping Up

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

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

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

Top 20+ Matching Gift Companies: Leaders in Corporate Giving. Explore this list of companies leading the way in corporate giving. Check out examples of generous matching gift employers and see if your donors work for them!
Free Download: The Ultimate Guide to Marketing Matching Gifts. Master the art of marketing matching gifts with the complete downloadable guide. Learn proven strategies and tips for promoting matching gift programs to your donors effectively.
Matching Gift Process | A Complete Step-by-Step Guide. Understanding the ins and outs of matching gifts is essential for guiding donors through the process. Walk through each step to learn what’s required of you and your supporters.

Nonprofit Data Collection: How to Gather The Right Insights

May 9, 2024/in Donor communications, Learning Center /by Adam Weinger

From local communities to global movements, effective nonprofit data collection is a silent hero. Collecting nonprofit data involves systematically gathering, analyzing, and using information to track performance, enhance decision-making, and amplify impact. It’s not just about numbers; it’s about understanding your organization’s needs, measuring progress, and strategizing to meet local and global challenges.

Collecting the right data helps organizations like yours understand what works so you can do more good in the world. That way, you can use your resources more efficiently to reach the right supporters and beneficiaries.

In this ultimate guide, we’ll share how nonprofits can collect data effectively and explain how that data can serve as the fuel for transformative action. Here’s what we’ll cover:

How Do Nonprofits Collect Data?
The Importance of Efficient Nonprofit Data Collection
Key Types of Nonprofit Data to Collect
Tips to Improve Your Nonprofit Data Collection

With the right insights, your nonprofit can make a greater impact on the world, whether you’re focused on improving your corporate partnerships, marketing segmentation, finance management, or programs. Let’s dive in!

How Do Nonprofits Collect Data?

Nonprofits can collect data through various methods, depending on their goals, resources, and the nature of the data they need. Here are some common methods and types of data collection software for nonprofits:

Forms: Your nonprofit can use donation forms, volunteer applications, event registrations, and intake forms to gather supporter and beneficiary information. Each form is designed to collect data about different types of recipients. For example, donation forms collect donor data like contact information, donation amount, payment information, employer information for matching purposes, and gift designations.
Surveys and Questionnaires: Nonprofits can use surveys to gather feedback from beneficiaries, donors, and the general public. These questionnaires can be distributed online, via email, social media, or in person.
Marketing Platforms: Nonprofits can view metrics within their digital marketing platforms to understand audience behaviors and tailor messaging. For example, Google Analytics provides information about website visitors, including how much time they spend on specific pages, what content they engage with, and what channels drive them to the site. Meanwhile, email marketing tools provide insights on open rates, click-through rates, and conversions which explain which content and calls to action resonate.
Financial Management Software: Specialized software helps manage and report on financial data like revenue and expenses, ensuring compliance with accounting standards and regulatory requirements.
CRM Systems: Customer Relationship Management (CRM) systems like Salesforce for Nonprofits, Bloomerang, and Blackbaud store all interactions with supporters and corporate partners, including communications, contact information, contributions, and feedback.

How you collect data depends on which metrics you want to focus on to ensure long-term sustainability and increase impact. Decide on which data will best support your organization and put systems in place to gather it.

Qualitative vs. Quantitative Nonprofit Data

There are two categories of nonprofit data you can collect:

Quantitative data refers to information that can be quantified, meaning it can be measured and expressed numerically. Examples include the number of volunteers who participated in an event, the amount of money raised from a fundraiser, the number of website visits, and the number of acquired donors in a certain time frame.
Qualitative data is descriptive data that cannot be assigned a numerical value. This includes information like donor names, anecdotal survey responses, and preferred contact methods.

By leveraging both types of data, nonprofits can gain a more comprehensive understanding of their impact, tailor their services more effectively, and better communicate their successes and challenges to stakeholders.

The Importance of Efficient Nonprofit Data Collection

Nonprofits are expected to compete for time, attention, and money with companies and peer organizations. In fact, the average person sees roughly 5,000 ads per day. Standing out requires speaking to the right people at the right time with the right message. Nonprofit data makes that possible!

Here’s a rundown of the most important benefits of nonprofit data:

Measure impact and see which programs are working
Better understand how to effectively allocate resources (e.g., time, money, and personnel)
Make informed decisions, such as planning new programs based on community needs assessments
Demonstrate accountability by sharing how funds are being used
Deliver timely appeals based on past engagement data to inspire action, raise funds, and cultivate relationships
Send powerful messages at the optimal time by segmenting communications based on interests and preferred communication channels
Communicate program impact and challenges to stakeholders

For an example of nonprofit data in action, imagine an organization dedicated to providing clean water across continents. By collecting data on water quality, community health, and usage patterns, the nonprofit can tailor its initiatives to each region’s specific needs, ensuring that resources are used efficiently and that the solutions are sustainable.

By processing and analyzing data, nonprofits can create targeted interventions, monitor outcomes, and adapt strategies—activities that are crucial in a world where resources are limited and stakes are high.

Key Types of Nonprofit Data to Collect

There are endless types of nonprofit data you can collect, but some are much more helpful than others. For example, you don’t need to know which elements a user hovered over but didn’t click on your website. Unless this metric directly tied to improving user experience, collecting this nonprofit data will only bog down your software.

Let’s explore six types of nonprofit data you should collect.

Supporter Data

Data can tell you a lot about your donors, volunteers, and corporate sponsors. The more you know about your supporters, the better you can tailor your appeals to resonate with them.

Some of the most helpful supporter data to collect includes the following:

Full name, including preferred name and title
Geographic location to send relevant appeals, such as nearby events
Date of birth so you can segment communications based on age and reach out on supporters’ birthdays
Contact information, including email addresses, phone numbers, and postal mailing addresses
Employment details to locate corporate giving opportunities and estimate giving potential
Education, including areas of study to reveal causes they’re likely to support
Giving history such as donation amounts, frequency, gift designations, attended events, and volunteer involvement
Hobbies and interests to understand what opportunities inspire donors
Charitable involvement with other organizations, such as board service or donations

Here’s a sample donor profile to give you an idea of what this data might look like:

Sufficient nonprofit data collection practices will enable you to easily segment your supporters into groups to improve your outreach. The good news is that if some of this information is missing or outdated, data appending services can fill it in. We’ll explore this type of nonprofit data collection service later.

Marketing Data

You know who your supporters are, but do you know how to communicate with them? Collecting marketing data will help you understand what messages resonate and encourage your audience to get involved.

Key marketing data to collect includes:

Website traffic: Pay attention to how many people visit your site, how they get there, what pages they visit, and how long they stay. This information will help you optimize the user experience and set your website up to convert.
Social media engagement: Impressions, likes, shares, and comments tell you whether your social media posts are reaching your audience and encouraging engagement.
Email open and click rates: Are your subscribers opening your emails and clicking through to your site? These metrics let you know how effective your email marketing is. If your open rates are low, experiment with your subject lines and send emails under a real person’s name, like your fundraising director.
Advertising data: If your nonprofit advertises, look at keyword volume and competition. Getting Attention recommends choosing keywords with high search volume and low competition. For your ads themselves, nonprofit data like impressions, ad conversions, click-through rate (CTR), and cost per click (CPC) tell you how well your ads are performing and how much they’re costing you.

To collect this nonprofit data, audit your past marketing efforts and review what information your marketing software automatically collects. In turn, you can learn which platforms and messages drive supporter engagement to set future outreach up for success.

Campaign Data

Collecting campaign data will help evaluate your nonprofit’s effectiveness and better plan campaigns in the future. Important nonprofit campaign data to collect includes:

Donor and volunteer retention rates: Track how many donors or volunteers continue engaging with your organization over time. A donor or volunteer is considered “lapsed” if they haven’t given or volunteered within the past 12 months, but the length of time is up to your organization. High retention rates often indicate strong relationships and effective engagement strategies. Compare your nonprofit data with industry data to gauge success. For instance, Fundraising Report Card’s donor research indicates that the average donor retention rate is approximately 35%.
Event attendance: Measuring attendance at events helps your nonprofit gauge interest and engagement levels and assess the effectiveness of promotion strategies.
Campaign conversions: Monitor data on how many people took the desired action as a result of a campaign, such as donating, signing up to volunteer, or registering for an event. Also, pay attention to how many people your campaign converts into first-time supporters vs. recurring supporters.
Fundraising totals: Track the total funds raised per campaign to assess financial success and allocate your budget to future campaigns.

By systematically collecting campaign data, you can continuously improve your campaigns and invest in the most successful campaigns.

Financial Data

Nonprofits often operate on tight budgets, so keep a close eye on your finances by tracking:

Expenses: Monitor costs associated with delivering programs and running fundraising campaigns. Also, use your financial data collection software to monitor operational and capital costs like salaries, rent, utilities, major equipment, and buildings.
Revenue: Track your income via donations, grants, event fees, product sales, membership sales, and other revenue sources.
Cash-on-hand: This is the total amount of accessible money at any given time from checking accounts or on-premise cash reserves that aren’t reserved or invested. This data indicates how long your nonprofit can survive without donations or funding.

Tracking this information will ensure your nonprofit’s financial health, help meet regulatory requirements, make informed management decisions, and maintain the trust of donors, volunteers, and other key stakeholders.

Corporate Partnership Data

Strong corporate partnerships help expand your nonprofit’s initiatives. Considering these relationships need to be mutually beneficial, you should track data related to your partnerships, such as:

Key contacts: Track the names, positions, and contact details of the primary contacts at the company.
Agreement terms and duration: Monitor the specific terms of the partnership agreements like the objectives and responsibilities of each party so you can fulfill all obligations. Also, know the start and end dates of the agreement.
Renewal conditions: Ensure you know the criteria your nonprofit must meet to have the partnership renewed at the end of the contract’s term.
Financial contributions: Track donation amounts, dates, and in-kind contributions such as goods, services, or expertise provided by the partner.
Employee engagement: Monitor corporate employees’ involvement in your nonprofit’s activities, including volunteer hours, participation in events, or matching donations.
Impact metrics: Collect and share quantitative and qualitative data demonstrating the impact of the partnership on your nonprofit’s goals.

By collecting the right nonprofit data for your partnerships, you can maximize companies’ impact and demonstrate the value of these partnerships to your corporate sponsors. This data-driven approach not only helps maintain current partnerships but also attracts new corporate sponsors by showcasing the tangible benefits of collaborating.

Data From External Studies

Your nonprofit can better understand the market and improve its programs by leveraging data from external studies. Consider collecting data from the following sources:

Public records: Collect demographic, economic, health, and educational statistics from public records to tailor services and understand the needs of your community. For example, a childhood education organization might collect demographic data from the U.S. Census Bureau to identify low-income areas with limited educational resources.
Privately funded surveys: Incorporate data from market surveys, impact assessments, and stakeholder surveys to inform marketing strategies, evaluate program effectiveness, and gather feedback from key constituents.
Research publications: Use academic research, industry reports, and policy analysis to gain evidence-based insights, understand industry trends, and navigate the regulatory landscape effectively. For instance, a health-focused nonprofit can use academic research from a university study that identifies effective strategies for reducing diabetes.
Sector benchmarks: Use benchmarks to evaluate your organization’s performance related to peers. For instance, an animal welfare nonprofit might review annual benchmarking reports from a national animal protection agency to compare their animal adoption rates, recovery rates from medical treatment, and rehoming success with similar organizations.

Collecting data from external sources can cut down on the amount you spend conducting research. Just make sure you entrust reliable sources.

Tips to Improve Your Nonprofit Data Collection

Building an efficient nonprofit data collection strategy can be a large undertaking, but it will ultimately drive greater success for your organization. Here are some industry best practices to collect data ethically and efficiently.

Use Software That Integrates.

Chances are, your nonprofit uses software to run fundraisers, collect donations, manage volunteers, hold events, and oversee every aspect of your organization. In terms of nonprofit data collection, choosing systems that integrate can reduce the time and effort required to manage data across different platforms.

Integrated software ensures that nonprofit data is consistent and accurate, which minimizes errors that occur when manually transferring information between systems. Plus, it enables real-time data updates, giving all team members access to the latest information to make decisions.

For example, our matching gift software integrates with 100+ leading nonprofit software platforms, including fundraising tools, workplace giving platforms, CRMs, and more. That helps minimize nonprofit data inconsistencies from manual data entry, guaranteeing that donor information and matching gift opportunities are current and accurate across all systems.

Use Ethical Nonprofit Data Collection Practices.

When it comes to nonprofit data collection, you should always respect the rights and privacy of your supporters. Here’s how you can accomplish that:

Obtain explicit consent from individuals before collecting their data. This involves explaining why their data is being collected and how it will be used.
Leverage secure databases and software that enable encryption.
Collect only necessary data and avoid gathering irrelevant sensitive information.
Give participants the right to access their own data, request corrections to inaccurate data, and opt out of your nonprofit data collection processes.
Follow nonprofit regulations regarding data protection and privacy.
Require employees to enable two-factor authentication, use a secure password management system, and routinely update passwords for your nonprofit’s software.
Only give certain employees access to sensitive data.

Collecting data ethically will not only help you comply with legal standards, but it will also build trust among your supporters. Pay attention to standards and best practices specific to your industry. For example, nonprofits that handle protected health information (PHI) in the United States must adhere to the Health Insurance Portability and Accountability Act (HIPAA).

Routinely Clean Your Data.

As part of managing your nonprofit data, you’ll want to keep it clean. “Clean” data refers to data that’s not excessive, erroneous, inaccurate, outdated, mislabeled, or duplicated. The cleansing process helps maintain data hygiene and should be performed regularly, such as annually or bi-annually.

Some data collection software for nonprofits offers features like deduplication to make this process a breeze. Plus, data enhancement is always an option for updating or filling in missing information.

Imagine a nonprofit that continues to use community demographic data from ten years ago to design its youth education programs. Because the demographic profile (such as age distribution, income levels, and educational attainment) of the community can significantly change over the decade, relying on this outdated information could lead the nonprofit to offer programs that are no longer relevant or effective for the community’s current needs.

Next Steps for Your Nonprofit Data Collection

Ultimately, your nonprofit’s strength lies in its ability to make informed decisions that drive its mission forward. Effective data collection is the foundation of this strength, providing the insights needed to optimize resources, engage stakeholders, and measure the true impact of your work. As the sector continues to evolve, the organizations that prioritize data-driven decision-making will be the ones leading the charge toward a brighter future.

While you refine your nonprofit data collection processes, explore these resources to learn more:

Improving Your Donor Development Approach: Expert Tactics. Developing donor relationships hinges on your nonprofit data. Make sure you’re leveraging your data to grow supporter relationships.
Data Ethics and Privacy: Questions in Matching Gift Fundraising. Protecting donor data is essential for building trust and growing fundraising revenue. Follow the tips in this guide to ethically collect and protect data during the matching gift process.
Prospect Research: The Ultimate Guide for Nonprofits. Explore what types of data to collect during prospect research and how to use this information to find new supporters.