Advancing Matching Gifts for Civic & Community Organizations

Advancing Matching Gifts for Civic & Community Organizations

Organizations dedicated to fostering positive social change often struggle to maximize their impact with tight budgets and limited resources. Fortunately, matching gifts for civic and community organizations present a powerful opportunity for individuals to double or even triple their generosity at no added cost. In doing so, these programs allow nonprofits to grow their revenue and tap into one of the most prominent sources of corporate philanthropy funding.

In this guide, we aim to overview everything your team needs to know to navigate the opportunity effectively.

We’ll cover the following:

Despite significant potential, many civic and community fundraisers have yet to harness the full power of matching gifts. By implementing the strategies and insights below, you can set your team up for double the success in no time.

Let’s dive in!

Gift-Matching for Civic and Community Groups 101: The Basics

Matching gifts for civic and community organizations, such as advocacy groups, youth development initiatives, civic engagement programs, and more, offer donors an enticing chance to double their support for the social causes they care about.

These match funds, supplied by donors’ employers, effectively double (or sometimes even triple) the impact of each dollar gifted. Here’s a breakdown of the process:

  1. An individual makes a financial contribution to the civic or community organization of their choice.
  2. The donor determines if their employer matches team member donations. If so, the individual accesses eligibility criteria (incl. donation thresholds, ratios, causes, and deadlines) and submission forms.
  3. The donor completes the donation match request process outlined by their employer, generally by filling out a brief online form.
  4. The nonprofit verifies the initial donation with the donor’s employer.
  5. The donor’s employer reviews and approves the matching gift request and contributes match funding to the organization in question.

Matching gift process for civic and community organizations

Overall, matching gifts provide significant value to civic and community organizations. These programs can be powerful tools for mobilizing resources, building nonprofit capacity, and driving collective action among individuals and corporations alike.


Match More Gifts With Double the Donation

Get a sneak peek of the industry-leading matching gift automation solution.





5 Community-Focused Companies That Match Employee Gifts

Thousands of employers match gifts to all sorts of nonprofit causes⁠—of which civic and community organizations are generally included. However, these five programs stand out as excellent examples of companies to keep in mind as you uncover match-eligible donors in your community.

Baxter matches gifts for civic and community organizations.

Baxter International

Baxter International is a leading healthcare company employing over 60,000 team members across the globe. In order to support the communities where its employees live and work (and encourage individual staff to do the same), Baxter offers a generous giving program, matching between $25 and $5,000 in donations per person each year.

By empowering its employees to give back and amplifying their charitable efforts, the company strengthens its corporate culture of social responsibility and fosters positive change in communities around the world.

Learn more about the matching gift program.

Airbnb matches gifts for civic and community organizations.

Airbnb

Airbnb, a vacation property rental company, also matches its employees’ gifts to eligible nonprofits. Fortunately, this includes civic and community organizations.

With a minimum donation of $25, full-time and part-time Airbnb team members are eligible to get up to $1,000 worth of donations matched with company funds in a single year. That means more dollars flowing into civic and community engagement efforts, empowering individual donors to make a greater impact on the causes that matter most to them.

Learn more about the matching gift program.

Checkr matches gifts for civic and community organizations.

Checkr

Checkr is a corporate employee background screening tool that focuses on fair chance hiring practices. In addition to its mission of transforming hiring for a fairer future, the company pledges to donate at least 1% of its employees’ time, product, equity, and profits each year to philanthropic causes.

One way Checkr supports philanthropy is through its matching gift program! Checkr is committed to rallying its employees to give back by encouraging participation and streamlining the engagement process. In fact, it was one of the first companies to offer Double the Donation’s groundbreaking auto-submission functionality through an integration with its CSR portal!

Learn more about the matching gift program.

UPS matches gifts for civic and community organizations.

United Parcel Service (UPS)

United Parcel Service, or UPS, demonstrates its commitment to corporate social responsibility through its generous matching gift program. The program aims to support its employees’ philanthropic efforts by matching eligible employee donations to a wide range of nonprofit organizations, including civic and community groups. However, gifts must be contributed directly through the company’s giving portal to qualify for a match.

In addition to its matching gift program, UPS also offers volunteer grants for the organizations with which its employees volunteer. When an employee with 1+ years of service spends 50 hours volunteering, the company contributes a $250 grant to the nonprofit.

Learn more about the matching gift program.

 

Comcast matches gifts for civic and community organizations.

Comcast

Comcast, a multinational telecommunications and media conglomerate with more than 186,000 employees, boasts a top matching gift program designed to empower its employees to make a difference. To incentivize giving back within their communities, Comcast offers a generous company match to many nonprofit organizations, including those in the civic and community sectors.

Note: Comcast employees must donate to their favorite nonprofits directly through the company’s corporate giving platform in order to qualify for matching gifts. Employees with questions are encouraged to contact comcastnbcuniversalsupport@cybergrants.com.

Learn more about the matching gift program.

Tips for Driving Civic Engagement With Matching Gifts

A well-thought-out fundraising plan enables an organization to amplify its efforts, effectively engage supporters, and make a greater difference in the communities it serves. To begin building a strategy for your team, check out the following expert-recommended practices.

1. Educate your team and your donors about matching gift opportunities.

One primary cause of unclaimed matching gifts is a lack of knowledge about existing programs. To begin bridging the awareness and subsequent funding gaps, we recommend actively promoting the opportunity to your donors and fundraising team alike.

By educating your internal team about matching gifts, you empower them to be your greatest advocates to your donors. Take time to review common matching gift programs (and how to locate additional company guidelines), eligibility requirements, submission processes, match tracking and verification, and more.

At the same time, it is essential to educate donors about matching gift opportunities. An estimated 78% of match-eligible individuals have no idea if their companies match gifts! When donors are provided with clear information about matching gift programs and how they can take advantage of them, though, they’re generally happy to do so. And that means more awareness = more matching gifts completed!

2. Encourage ineligible donors to advocate for matching to their employers.

While not all supporters will qualify for matching gifts at the time of giving, it’s important to remember that even ineligible donors can play a crucial role in your organization’s strategy. And a big part of that is by advocating for new matching gift program development on your behalf.

Companies match gifts largely as an employee engagement opportunity. When an employee pitches the idea of a matching gift program to their boss, the boss is often inclined to consider the proposal positively. The donor may even get their initial gift matched after all!

Top tip: The less intensive your ask, the more likely a donor is to complete the intended action. Provide interested individuals with a customizable template designed to assist in pitching a new matching gift program to one’s employer.

3. Use impact-driven language to communicate matching gift value.

Effective communication is essential for conveying the positive impact of matching gifts to donors⁠—not to mention inspiring them to take action and get involved. Using impact-driven language emphasizes the programs’ tangible benefits and highlights the specific impact they can have on your organization’s mission. For example, if you typically inform donors that a $100 donation will feed a family of four for a week, you can frame a matching gift opportunity as empowering your team to feed two families for the cost of one.

When possible, emphasize real-world outcomes and achievements made possible through matching gifts for your organization in the past, too! This could mean sharing success stories, testimonials, metrics, and more.

4. Automate the matching gift fundraising experience.

Identifying and following up on matching gifts is an extremely valuable fundraising practice. However, doing so manually can involve a number of time-consuming and resource-intensive activities.

Fortunately, automating the matching gift fundraising experience streamlines the process for donors and maximizes efficiency for your organization’s internal team. By implementing an automated matching gift solution like Double the Donation, you’ll reduce administrative burden and ensure no matching gift opportunity falls by the wayside.

Plus, when you integrate Double the Donation into your existing software ecosystem, you can incorporate matching gifts directly into the giving experience. Then, trigger tailored matching gift follow-ups that encourage donors to request their matches and provide company-specific guidelines and submission forms. The end result is a significant increase in matching gift participation, revenue, and more.


Match More Gifts With Double the Donation

Get a sneak peek of the industry-leading matching gift automation solution.





Free Customizable Templates to Grow Matching Donation Impact

Use the following matching gift outreach examples to inform your organization’s messaging. As you do so, consider how you can customize the templates to fit your nonprofit’s voice and branding to best connect with your audience.

Email Blast: Template #1

Subject: Double Your Impact for [Nonprofit or Initiative]: Matching Donation Opportunity Inside! 💰💰

Dear [Recipient],

As a valued supporter of [Nonprofit], we wanted to share an exciting opportunity that may enable you to DOUBLE your impact on our cause. That is with corporate matching gifts!

Did you know that tens of thousands of businesses—including over 65% of the Fortune 500—match employees’ donations to charitable causes as part of their social responsibility efforts? More than 26 million individuals work for companies that match… and you might be one of them.

To check if your employer offers a matching gift program, please

  1. Click here to visit our matching gift page. [URL]
  2. Type your company name in the search tool widget.
  3. Review the provided guidelines to determine eligibility and access the online forms.

Then, make your donation using our online giving page (if you haven’t already) [URL] and follow the instructions to submit your matching gift request!

As always, your support is critical in helping us [description of mission or current initiatives]. With the power of matching donations, we can do even more to [describe the impact of donations on your organization’s work].

Warm regards,

[Name]
[Title/Position]
[Nonprofit]

LinkedIn Post: Template #2

Attention donors! 📣

Did you know that your generous gifts to [Nonprofit] could have double the impact?

With corporate matching gift programs, millions of donors’ employers provide generous donation matches to the organizations their staff cares about. This allows supporters like you to stretch their gifts and better support [description of mission or current initiatives].

Here’s how you can make a difference:

📲 Visit our donation page at [URL].
💸 Make your contribution and check if your employer offers a matching gift program.
📤 If eligible, submit a matching gift request to double your impact!

Together, we can [description of tangible donation impact] one (matched) donation at a time! 💙 #MatchingGifts #CommunityImpact #DoubleYourImpact

Facebook Post: Template #3

What do Comcast, Airbnb, and the United Parcel Service have in common?

They all offer generous philanthropy initiatives—which include matching gifts for civic and community organizations their employees support.

At [Nonprofit], we’re incredibly grateful for the support of these businesses and the 23,000+ other companies that match gifts for causes like ours. With their help, we amplify our efforts and create lasting change in our communities.

Does your employer participate? If you’ve never checked your eligibility for a match, now is the time to do so. Head to the Matching Gifts Page on our site here [URL] to learn more about the opportunity and see if your company matches!

🙌 #CorporatePartners #CommunityImpact #MatchingGifts #CivicEngagement

Top tip: Keep in mind that triggering matching gift outreach has never been easier than with Double the Donation! Current clients are provided with a number of pre-written emails to implement through the engagement process, along with customizable graphic design elements and Canva templates.


Wrapping Up

Pursuing an optimized matching gift strategy will bring your civic or community organization to new heights in fundraising, donor engagement, mission impact, and more.

By educating your organization inside and out, encouraging advocacy for new program development, and communicating the tangible value of matching gifts, you empower your team to tap into the resource effectively and efficiently. Then, invest in automation technology to streamline the process from start to finish.

Watch the video below to learn how Pi Beta Phi Foundation uses Double the Donation to scale matching gift revenue.

Pi Beta Phi Foundation- Matching Gift Success from Double the Donation on Vimeo.

Looking for more? Check out our other recommended resources below:

Make the most of matching gifts for your civic or community organization.

Person using data storytelling to present their findings.

5 Noteworthy Benefits of Effective Data Storytelling

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

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

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

Builds trust

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

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

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

Data Storytelling Contextualizes Experiences

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

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

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

Creates meaning

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

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

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

Visualizes outcomes

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

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

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

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

Unifies collaborators

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

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

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


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

Double the Donation Offers Matching Gift Functionality on Classy Studio

Double the Donation and Classy continue strong partnership with expanded integration capabilities. Now, mutual clients can leverage Double the Donation on their Classy Studio giving experiences. 

As Classy’s preferred matching gift solution, Double the Donation already integrates with Classy’s standard and embedded donation forms to help nonprofits uncover matching gift opportunities. With Classy’s new, innovative Studio forms, fundraisers can create unforgettable supporter experiences that integrate employer gift matching to maximize success. 

Classy Studio is our next-generation fundraising platform that revolutionizes the end-to-end campaign experience. From creation, to launch, to receiving donations, Studio makes launching beautiful, performant campaigns easy” said Robert King Novara, Senior Product Manager, and lead Product Manager for Studio. “Elevating Double the Donation’s employer gift matching option directly in the Classy Studio checkout flow provides a seamless donor experience. With Classy Studio and Double the Donation, nonprofits can create giving and gift-matching experiences that include every supporter in your mission.

This integration further enhances the ability for nonprofits to maximize matching gift fundraising across their campaigns. Leveraging this functionality, match-eligible donors can now be identified across standard, embedded, or studio Classy donation forms. No matter how a donor gives, they will have the opportunity to double the generosity. 

“At Double the Donation, we want to make it as simple as possible for nonprofits to uncover eligible donors and harness those matching gift dollars,” says Adam Weinger, President of Double the Donation. “This expansion of our integration ensures that matching gifts can be part of a nonprofit’s fundraising strategy to enhance success and expand mission impact.”

Accessing the Double the Donation integration across your Classy donation forms is simple. Follow our integration guide and get connected in minutes. Are you a Classy user ready to start your matching gift automation journey?  Request a demo of Double the Donation, and let us know you use Classy for your fundraising efforts. 

Want additional resources to help you take your matching gifts strategy to the next level? Enroll today in our Matching Gift Academy for in-depth content about growing your matching gift revenue. 

About Classy: Classy is a giving platform that enables nonprofits to connect with the causes they care about. By providing solutions for online fundraising that create great experiences for supporters, Classy empowers nonprofits to unlock generosity and advance their missions. As part of the GoFundMe family, Classy is trusted by thousands of nonprofit partners and has helped organizations raise $30 billion for social good,  Classy also hosts the Collaborative conference, a two-day immersive experience that unites the most inventive minds in the social sector to uncover the ideas and strategies necessary to propel our industry forward. For more information, visit www.classy.org or follow Classy on LinkedIn.

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

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

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

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

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

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

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

Types of Fundraising Software to Know

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

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

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

Online Donation Forms

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

The best donation pages empower users to:

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

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

Peer-to-Peer Fundraising Pages

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

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

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

Matching Gift Software

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

This type of fundraising software enables nonprofits to:

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

This is a sample matching gift fundraising software dashboard.

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

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

Payment Processors

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

An effective payment processor empowers nonprofit organizations to:

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

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

Donor Management Systems

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

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

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

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

Nonprofit Event Tools

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

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

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

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

Donor Acknowledgment Software

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

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

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

Your donor recognition software should empower your team to:

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

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

Factors to Consider When Buying Fundraising Software

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

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

Functionality

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

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

Donor Experience

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

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

Backend Ease of Use

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

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

Scalability

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

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

Integrations

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

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

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

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

Cost

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

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

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

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

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

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

Customizability

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

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

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

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

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

Training and Ongoing Support

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

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

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

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

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

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

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

Security

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

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

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

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

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

Questions to Ask Before Buying Fundraising Software

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

How difficult are the initial setup and data transfer?

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

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

Does it have the integrations my organization needs?

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

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

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

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

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

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

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

Key Steps for Buying Fundraising Software

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

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

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

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

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

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

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

2. Create a list of potential vendors.

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

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

3. Check out the reviews.

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

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

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

4. Book demos.

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

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

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

5. Purchase your fundraising software.

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

Our Top Fundraising Tool Pick to Drive Engagement + Revenue

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

Double the Donation automated flow

 

Double the Donation Matching Overview

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

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

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

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

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

With our matching gift software, the process is entirely automated, saving your organization significant time and resources. Matching gifts have never been easier⁠!

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

Examples of Fundraising Software In Action

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

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

Marietta College

*Uses GiveCampus and Double the Donation

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

Donation Page

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

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

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

Confirmation Screen

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

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

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

Follow-Up Email

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

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

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

African Impact Foundation

*Uses Fundraise Up and Double the Donation

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

Multi-Step Donation Page

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

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

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

Follow-Up Email

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

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

What’s Next?

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

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

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

The article’s title, “The Comprehensive Guide to Nonprofit Board Self-Assessments,” next to an illustration of someone looking at a checklist.

The Comprehensive Guide to Nonprofit Board Self-Assessments

Board members play an important role in nonprofits. They have many responsibilities, ranging from governing their organizations to establishing new revenue streams to engaging the community.

Like any other governing body, it’s important for your board to occasionally take the time to reflect on its actions, assessing where individual board members and the board as a whole can improve. That’s where self-assessment comes in.

This guide will go over everything you need to know about nonprofit board self-assessment, covering the following topics:

Even the best nonprofits need check-ups to ensure that they can continue to thrive. Nonprofit board self-assessment allows you to implement practices and strategies for a healthy and engaged board, creating a more efficient and effective team dedicated to your organization’s success. So let’s jump in with the first topic: What is a nonprofit board self-assessment?

Click to download our guide to matching gifts to learn how to engage board members in fundraising.

What is a nonprofit board self-assessment?

Nonprofit board self-assessments are fairly self-explanatory: You ask each board member to reflect on their tenure as a board member. During the assessment, they may consider if they’re following your nonprofit’s bylaws, meeting expectations as an individual and as a group, and making progress toward goals. Plus, they’ll have the opportunity to give feedback on the board’s health and practices.

Formal nonprofit board self-assessments usually take place annually or every few years. However, you can conduct self-assessments more frequently and informally to ease the pressure on board members. For example, you might ask your board to give quick feedback on what’s working and what could be improved in their processes at the end of each board meeting.

Why perform a nonprofit board self-assessment?

With 56% of nonprofits struggling with board governance, you must implement systems to check in on your board’s health. Self-assessments are a great way to do so—ultimately, they allow board members to improve as individuals and as a team.

By conducting a nonprofit board self-assessment, you can:

Reasons why you should perform a nonprofit board self-assessment, as detailed in the text below.

  • Clarify board expectations and objectives. While board members should learn about your organization, the board’s expectations, and their objectives during orientation, self-assessments are a great way to demonstrate their understanding of these aspects of their role. Should you find any misconceptions or misunderstandings, you can correct them in the next board meeting.
  • Identify strengths and improvement areas. Much like with any other self-assessment, board members can take the time to identify the skills they think they’re strongest at and what they may be struggling with. If your board members fulfill specific roles, you may be able to assign them responsibilities that align more with their skills.
  • Reflect on individual and shared responsibilities. Successful group work requires a delicate balance to ensure that every individual has similar levels of responsibility. There may be points during the year when some board members are swamped with work and others have fewer tasks to complete. Nonprofit board self-assessment can help you identify these times and reallocate responsibilities as necessary.
  • Increase levels of board teamwork. If there are any misalignments on objectives, responsibilities, and mission, you can address them and bring your board back into alignment. By doing so, you’ll ensure that they remain engaged with their work and continue to support your nonprofit’s mission.
  • Ensure the board represents beneficiaries. Your organization’s mission is to aid your beneficiaries, whether they are people, animals, the environment, or something else. Through nonprofit board self-assessment, you’ll be able to ensure that board members have your beneficiaries’ best interests at heart and are willing to go the extra mile to ensure that they receive the care and help they need.
  • Demonstrate accountability and credibility. Nonprofits are under much scrutiny from all sides due to their not-for-profit nature. Government agencies require compliance with regulations, grantmakers want to see impact, and your supporters want to know that you’re responsible with your donations. Conducting nonprofit board self-assessments helps reassure these groups that you’re taking accountability for your operations.

The self-assessment isn’t only about how the board members are serving your nonprofit. It’s also about how enjoyable their experience is. Through your assessment, verify that board members feel included, valued, and engaged with their work. Board members who are happy with their experience and responsibilities will be more likely to work harder to support your nonprofit through fundraising, advocacy, or other activities.

How to Conduct a Successful Nonprofit Board Self-Assessment

Now that you know what a nonprofit board self-assessment is and why you should conduct one, let’s go over the steps to a successful self-assessment.

Steps to conducting a successful nonprofit self-assessment, covered in more detail in the text below.

1. Decide who will conduct the self-assessment.

Although board members will complete the assessments, you’ll need to designate an individual to proctor or facilitate the assessments. This individual could be your nonprofit’s:

  • Executive Director
  • Board Chair
  • Chief Operating Officer
  • Staff Member

This individual will organize the assessment. After it is complete, they’ll moderate a board meeting where board members will discuss the results of the assessment. The proctor may not have access to the responses, but they’ll encourage board members to speak their minds and facilitate their growth during the conversation.

2. Prepare self-assessment questions.

No one knows the work of your board members better than themselves, so have them come up with their self-assessment questions. They’ll need to determine what topics they need to assess, including their current work and the potential challenges in the coming years.

A good place to start is the general areas of board operations. These include:

The general areas of board operations, which you can touch on in your nonprofit board self-assessment, also detailed in the text below.

  • Governance. This area includes board member expectations, objectives, participation, effectiveness, and education. It may also include how board members feel about other important individuals at your nonprofit, such as your president.
  • Strategic planning. This area includes reviewing the nonprofit’s overall strategic plan and ensuring that board members agree with its roadmap and the projects it prioritizes.
  • Financial oversight. This area includes reviewing financial reports, monitoring organizational budgets, and any other financial responsibilities your board members may have.
  • Fundraising. This area includes donations made by board members, participation in fundraising events, recruiting major donors to the organization, and developing a high-level fundraising strategy.
  • Programs. This area includes understanding the nonprofit’s mission, ensuring that programs are aligned with the mission, and reviewing program reports to ensure that your nonprofit is making a positive impact.

Additionally, include questions about the experience of serving on the board. You may have questions about how their experience has been so far, what they would change, and if there are any responsibilities or tasks they’d like to take on.

If you need more guidance on where to start, there are plenty of board self-assessment questionnaire templates that you can find. For example, BoardSource offers a free example of a self-assessment that you can reference.

Click to download our guide to matching gifts to learn how to secure your board members’ engagement in fundraising.

3. Decide on self-assessment tools to use.

Having board members fill out and complete self-assessments with pen and paper is a great starting point, especially if your board meets in person. However, if your board meets virtually or if you’re looking for a more elegant solution that makes evaluating the assessments easier, you might look into self-assessment tools.

Common tools you might consider include:

  • Survey software. If your board meets online rather than in person, then survey software is a great way to ensure that board members can easily fill out their self-assessments. These solutions allow you to customize survey questions and enable your assessment facilitator to view responses.
  • Online assessment platforms. Nonprofit board self-assessments are best conducted regularly (more on that later!), and if you plan to make it an annual occurrence, an online assessment platform might be the right tool for your organization. On top of customizable survey templates and questions, these solutions may also offer secure data storage, automated data analysis, and other useful features.

Don’t rush into purchasing technology. First, ensure the tool addresses an obstacle or a need for your nonprofit’s self-assessments. Then, carefully research the available tools and determine which one best fits your needs before making your decision.

4. Schedule the self-assessments.

After you’ve done all the preparation to ensure a smooth process, it’s time to schedule and complete the board self-assessments. Ideally, you’ll set time aside during your next meeting to avoid requiring more time from your busy board members. Depending on the length and depth of your assessment questionnaire, board members may need the entire meeting duration to complete their assessments.

If you’re not able to dedicate board meeting time to your self-assessment, then you’ll need to ask members to complete it on their own time. If this is the route you take, be sure to give board members ample time and set a reasonable deadline. For example, if you want the assessment to be done by the end of March, send out all the relevant materials and information by the end of February.

5. Review the assessments and share the results.

After the self-assessments are complete, it’s time to review the assessments and share the results. Here are a few ways you can conduct this process:

Several ways board members can review their assessments and share the results, also listed below.

  • Facilitator reviews. The facilitator reviews the assessments, determines relevant insights, and brings them back to the board for them to discuss.
  • Software data compilation. If you used survey software or an online assessment platform, the tool may be able to compile all the responses for you. It’ll identify commonalities in responses and analyze them for interesting findings.
  • Board discussion. In this method, you’ll ask your board members to bring their self-assessments to the next meeting, where they’ll discuss their answers with one another and collaboratively decide on areas of improvement.

Keep in mind that since these are nonprofit board self-assessments, there’s some expectation of confidentiality. Regardless of which option you choose, uphold that principle. For example, if the facilitator of the assessment reviews each response, they should not mention what a specific board member wrote down. Instead, when discussing an insight with the board, they should simply say that one or more board members provided the response.

Best Practices for Nonprofit Board Evaluations

Now that you know how to conduct your board’s self-assessment, let’s go over the best practices to ensure that your nonprofit board remains engaged and dedicated to your organization’s success.

Conduct assessments regularly.

Regular nonprofit board self-assessments allow you to stay updated on the state of your board, including their engagement levels and satisfaction with their roles. Depending on your board terms, you can conduct assessments:

  • Yearly
  • Every two or three years
  • Every five years

With regular check-ins, you’ll stay abreast of any important improvements to make, whether they’re for your nonprofit’s general governance or the satisfaction of an individual member. For example, if your board treasurer has been struggling to balance their nonprofit duties with their other responsibilities, you’ll be able to identify that early and help them either move into a less involved role or brainstorm another solution.

Assess individuals and the board as a whole.

Since self-assessments are individual by nature, it’s easy for facilitators and nonprofit boards to get bogged down about individual responses and overlook examining the board as a whole. However, you must not miss the forest for the trees. It’s as important to evaluate your nonprofit board’s general competency as well as the competency of individual board members.

For example, let’s say that after examining the results of your last nonprofit board self-assessment, the assessment facilitator determines that a few board members have a poor understanding of their responsibilities. This may indicate that these board members got confused along the way and may simply need a refresher on what board governance entails.

However, the facilitator may ask, “Why have none of these board members sought help from other members? Why have none of the other members addressed these misunderstandings?” Depending on the answer to these questions, perhaps you only need to realign the initial group of board members with your nonprofit’s expectations. Or perhaps you need to put in place better strategies for creating a more welcoming, inclusive, and helpful board to encourage greater collaboration between members.

Discuss the past and the future.

Maya Angelou once said, “I have great respect for the past. If you don’t know where you’ve come from, you don’t know where you’re going.” The same principle applies to your nonprofit—without reflecting on the past, you won’t know how to improve and grow in the future.

Your self-assessment should contain questions about your nonprofit’s past and future. You might include the following:

  • What do you think has contributed to our nonprofit’s success in the past?
  • What should we do to grow and improve our nonprofit for the future?
  • What good/bad financial decisions have we made? How can we improve in the future?
  • What have we historically done well in terms of strategic planning?
  • What can we improve on in terms of strategic planning?

With questions such as these, you directly encourage board members to reflect on the past and apply those principles to your nonprofit’s future. This allows you to improve your nonprofit’s operations for the future, ensuring that you create the positive impact on your beneficiaries that you desire.

Improving Board Member Engagement with Corporate Philanthropy

A common struggle for nonprofit board members is being involved in fundraising—beyond making donations themselves, board members may lack initiative when it comes to helping increase funding for their nonprofit.

That’s where corporate philanthropy comes in, specifically matching gifts. If you’re unable to engage board members with fundraising, you can at least maximize the donations they make to your organization.

This is how matching gifts with board members works:

  1. A board member donates to your nonprofit.
  2. You verify that the board member’s employer has a matching gifts program.
  3. If they do, then you request your board member fill out a match request form with their employer.
  4. Your board member fills out and submits this form.
  5. Your board member’s employer reviews this form and verifies the donation.
  6. Your board member’s employer makes a matched donation to your nonprofit.

As companies usually match donations at a 1:1 ratio, this allows you to essentially double the donation you receive from your board member. And some organizations are particularly generous to nonprofit board members.

Plus, once you educate board members about this unique corporate giving initiative, they may be happy to spread the word about it on your behalf. With over $4 billion in matching gifts going unclaimed every year, the extra awareness could be invaluable for increasing revenue for your organization.

Additional Resources

All governing bodies, regardless of whether they belong to for-profit or nonprofit organizations, require strategies for accountability, improvement, and growth. Nonprofit board self-assessments are one such strategy. With thorough research and preparation, you’ll be able to facilitate assessments and discussions afterward that move your board and nonprofit as a whole forward.

If you’re looking for more information about nonprofit boards and fundraising, check out these resources:

Click to download our guide to matching gifts to help you secure your board members’ engagement in fundraising.

Double the Donation Updates Salesforce Integration to Continue Serving Nonprofits

Double the Donation remains committed to helping nonprofits reach their matching gift and fundraising goals. For years, our Salesforce integration has made it simple for fundraisers to identify and pursue matching gift opportunities. In an effort to provide the best client experience possible, we have updated our integration to make it even easier for organizations to set-up the integration alongside Salesforce’s new Nonprofit Cloud and its fundraising data model.

With this update, the field mapping and set-up process is simple and straightforward for nonprofits using that next generation Nonprofit Cloud. This update improves the ease with which nonprofits can use the combined power of these solutions to grow their fundraising through matching gifts.  

360MatchPro continues to be compatible and easily accessible for organizations using the Salesforce Nonprofit Success Pack or their own custom data schema. That means that no matter how an organization’s data is modeled within the Salesforce platform, 360MatchPro can be quickly integrated with that instance. Designed with fundraisers in mind, this integration helps organizations better leverage matching gifts as a funding tool. 

Activate in Seconds and Start Raising More from Matching Gifts! 

For organizations using Salesforce’s Nonprofit Cloud fundraising data model, integrating with 360MatchPro is easy. Once you have connected your Salesforce platform and 360MatchPro instance following our integration guide, navigate to the section where you can apply default configurations. Select the box that says “Salesforce Nonprofit Cloud.” 

Your integration is complete! Now, 360MatchPro can pull in donation data from your Salesforce platform, enabling you to identify match-eligible donors and automate engaging matching gift outreach. 

Since the integration is also entirely customizable, all organizations can connect their accounts so that donation records flow from Salesforce to 360MatchPro. 360MatchPro is fully compatible with the Nonprofit Cloud fundraising data model, the Nonprofit Success Pack household data model, and other custom data schemas that organizations may have in place. Customize the integration to work for your organization and your unique data needs. 

A man reading a chart on the right with the article’s title to the left.

Pursuing Accountability: CSR Reporting Strategies & Examples

CSR reporting is an increasingly popular way for businesses to display their sustainability performance and build credibility. A compelling CSR report can strengthen corporate relationships between employees, stakeholders, and consumers. In this guide, we’ll explore the ins and outs of CSR reporting by covering the following topics:

Keep in mind there is no “perfect” CSR report to rely on. Instead, your CSR report should encapsulate your company’s values and show tangible evidence of its commitment to responsibly steward its resources and influence.


Click here to learn more about auto-submission.

What is Corporate Social Responsibility (CSR)?

Corporate social responsibility also known as CSR or corporate citizenship describes a company’s efforts to improve society in some way. 

These efforts fall into several categories such as volunteering, donating cash or in-kind goods or services, or changing operational systems to benefit environmental or social justice-related causes. Although it is not a mandated practice in the U.S., CSR positively impacts companies, employees, and society as a whole and can function as a meaningful differentiator for companies that participate.

What is CSR Reporting?

A CSR report, also known as an extra-financial report or an ESG (environmental social governance) report, is a document published by a company (usually annually) to provide evidence of its CSR efforts and results.  

Although there is not a common set of reporting standards in the U.S., typically a CSR report captures at least one of the four categories: environmental, ethical, philanthropic, or economic impact.

Is CSR Reporting Mandatory?

Sustainability reporting falls under ESG reporting which stands for environmental, social, and governance reporting which acts as a quantifiable measurement of a company’s social impact outcome.

Currently, U.S.-based companies are not legally required to provide an ESG report. However, all companies are encouraged to produce ESG reports to provide company insights that pave the way for a more sustainable future.

The United States Security and Exchange Commission (SEC) only requires companies to report on information that may be material to investors, including ESG-related risks. This policy could change soon as the SEC proposed in May 2022 certain “amendments to rules and reporting forms to promote consistent, comparable, and reliable information for investors concerning funds’ and advisers’ incorporation of environmental, social, and governance (ESG) factors.”

That said, delivering a CSR report should be about more than just maintaining potential legal compliance. Instead, it’s about demonstrating your commitment to making the world a better place through responsible stewardship of resources.

Why is CSR Reporting Important?

Aside from the positive societal and environmental impact it accounts for, CSR reporting is important because it communicates and provides evidence for your company’s values. To break it down further, comprehensive CSR reporting accomplishes the following objectives:

Importance of CSR reporting as explained in the text below.

  • Maintains transparency and accountability. A CSR report discloses a company’s societal and environmental impacts, initiatives, and performance to stakeholders. Often, it’s a means of establishing or strengthening trust as it indicates a commitment to ethical decision-making.
  • Enhances brand reputation. Companies that document their CSR initiatives stand out among others as leaders in the social good space. A strong CSR program and transparent reporting can also bring more socially conscious consumers, stakeholders, and employees.
  • Manages risks. CSR reporting enables companies to proactively identify and mitigate social and environmental risks. For example, a company may opt for a greener supply chain management process or roll out a new Diversity, Equity, and Inclusion (DEI) policy to welcome a more diverse workforce.
  • Engages employees. CSR reporting can increase employee morale and engagement by showing a company cares about its local and global community more than just making a profit. For example, 83% of employees would consider leaving their jobs if the company displayed irresponsible CSR practices.
  • Encourages innovation. To reach CSR goals, companies sometimes invest in research and development of sustainable products and processes that can lead to cost savings and open up new revenue streams.


For all these reasons, CSR reporting should be a staple at every socially responsible organization as doing so will ensure a company’s internal aims align with its actions. And, if the United States decides to follow the European Union’s lead and enforce distinct reporting standards, companies well-versed in CSR reporting will already have a leg up.

Who Reads CSR Reports?

When writing any report, knowing your audience and why they’d be interested in reading it is helpful. In the case of a CSR report, the document will target both internal and external parties. Let’s take a look at each below.

Investors, customers, and current and potential employees read CSR reports as explained in the text below

Investors

Investors are interested in CSR reports because they want to assess your company’s long-term sustainability and ethical practices. Specifically, they evaluate ESG risks and the strategies your company has in place to mitigate them.

Investors are also concerned with your company’s financial performance, so a data-backed CSR report that details associated cost savings and market share increase can be a valuable asset for attracting this group.

Customers

Customers read CSR reports to make informed purchasing decisions that align with their values. For example, 50% of survey respondents even reported conducting online research to see how a business reacts to social issues before making a buying decision.

Remember a customer’s perspective when finalizing your report. For example, a local company may opt to highlight its local community involvement through programs or partnerships. This also translates to choosing engaging imagery and using customer-friendly language.

Current and potential employees

Employees read CSR reports to better understand their employer’s values, ethics, and contributions to society to see if their values align. More recently, employees have noted that CSR is a paramount decision-making factor for new employees as 93% believe companies must lead with purpose.

Therefore, your CSR report can also act as a retention and recruitment tool by plan by highlighting your company’s sustainability and social good plans and accomplishments

What Should a CSR Report Include?

Because CSR reports can vary in length, subject matter, and style, it can be difficult to know where to start. To help you out, we’ve provided CSR reporting do’s and don’ts for you to compare below:

CSR reporting do’s and don’ts as explained in the text below

CSR Reporting Do’s

  • Consult GRI and SASB standards. The GRI is a nonprofit organization that provides the most widely used CSR reporting standards that range from universal to sector and topic standards. The SASB is an independent organization that develops industry-specific standards for ESG disclosure designed to be compatible with existing financial reporting frameworks. Consult each of these reporting standards throughout your report creation.
  • Communicate defined goals and targets. Clearly define your objectives to ensure they line up with the SMART (Specific, Measurable, Achievable, Relevant, Time-bound) framework. For example, a company may aim to decrease carbon emissions by a certain percentage in 2030.
  • Align goals with company values. Choose achievable goals that directly relate to your company’s values and business strategy. For example, Disney’s emphasis on ethical storytelling carries on in its commitment to DEI initiatives.
  • Include measurable metrics and data points. Include KPIs such as hiring data, emissions targets, volunteer hours, and charitable donations to offer tangible evidence of your CSR progress.
  • Regularly report your outcomes. Continue publishing your CSR reports annually or semi-annually to update your documentation. If you have a breakthrough or priority shift for one of your programs, publish an updated version of your report.

CSR Reporting Don’ts

      • Greenwash. Greenwashing involves misleading or making false claims about your organization’s environmental or societal impact in an attempt to appear more socially or environmentally responsible. Avoid exaggerating achievements or using deceptive language to mislead readers. Instead, remain honest and transparent about your CSR initiatives.
      • Omit negative information. If your organization did not meet its goal or ran into internal roadblocks, don’t omit this information. Transparency involves sharing successes and challenges as leaving out negative aspects can erode stakeholder trust.
      • Report unverified or unvalidated data. Consider engaging external auditors or verification experts to review your data and maintain transparency.  Additionally, make sure all data sources are documented within your final report. For example, if you’re reporting on greenhouse gas emissions, cite that the data matches emissions reports from monitoring equipment and third-party audits.
      • Ignore stakeholder feedback. Gather feedback from internal and external stakeholders throughout your reporting process. Engaging with them will help you identify and amend data discrepancies and elaborate on vague or inconsistent points.
      • Ignore local needs. Your CSR report should be sensitive to the needs and expectations of the community in which you operate. Ignoring local needs can lead to a disconnect between your CSR initiatives and the community. For instance, a company located in a hurricane-prone area might consider aiding in disaster relief as one of its core CSR projects.

Strategies to Strengthen Your CSR Reporting

Now that you know the basics of CSR reporting, you might be wondering, How can I take my report to the next level? To start, you’ll want to review your current CSR programs and data collection methods. Other strategies that can take your CSR strategy above and beyond are listed below:

Invest in CSR software

Comprehensive CSR reporting requires that your company keep track of several programs at once spanning from environmental causes to social and economic initiatives. With a CSR platform, your team can manage these historic and incoming data points with ease.

These software solutions make it simple to ingrain your social, environmental, and philanthropic values into your day-to-day operations. This way, you can prioritize your societal impact without sacrificing focus on your company’s growth and long-term success. Aside from streamlining your workflow, CSR platforms can help you reap several benefits, including:

  • Enhanced reporting and analytics. Employee engagement software and sustainability management software all have built-in reporting capabilities that will keep you on track. For instance, you can easily measure matching gift participation or revenue generation at a glance.
  • Increased transparency and maintain compliance. Some industries have stricter CSR reporting standards than others. CSR platforms streamline the data collection process and generate real-time reports to ensure companies are meeting all the relevant requirements.
  • Improved employee engagement. survey conducted by Paul Polman found that 70% of U.K. employees and 78% of U.S. employees want their company to have a reputation for doing good in society. CSR software encourages businesses to take the reins and cultivate a higher sense of pride through organized CSR programs.

When shopping for the right CSR software, look for a platform that compliments your existing technology. For example, CSR software with an auto-submission integration can skyrocket your employee matching gift participation by making it easier than ever to submit a matching gift request.

This way, when an employee donates to a nonprofit, they only need to submit their corporate email address, and the software automates the rest of the request submission process.

Check out this brief video to understand how the auto-submission feature fits into your CSR strategy:

As seen in the video, CSR software integration can significantly help boost employee participation and elevate your matching gift programs.

Contextualize your data

Your data and performance indicators must be contextualized to be useful for the reader. This means you’ll need to explain the importance of each of your initiatives and provide an honest picture of your progress. Here are a few strategies you can use to offer a complete summary:

  • Historical data. Compare your recent data to historical data to show trends and changes over time. For example, you may compare how your company has decreased its carbon emissions over the past decade.
  • Industry benchmarks. Compare your data to industry benchmarks and standards such as the Global Reporting Initiative guidelines to provide a frame of reference for stakeholders.
  • Geographic or demographic information. If applicable, provide geographic or demographic context about the regions or demographics your initiatives impact. For example, if your company rolls out a clean water initiative, you should provide context concerning the region and people this program will impact.
  • External factors. Acknowledge any relevant external factors that may have affected your data including economic shifts, regulatory changes, or natural disasters that have influenced your progress.
  • Visual representations. Break down your findings by using a variety of visual representations such as graphs, infographics, and charts to make your data more accessible and help stakeholders quickly grasp your main points.


By adding these strategies to your CSR report, you’ll provide additional clarity to your readers and effectively communicate your sustainability journey. This way, you’ll foster trust and confidence by exploring the full picture of your company’s challenges and successes.

CSR Report Examples to Emulate

Sometimes it’s helpful to have a few examples to refer to when drafting your CSR report. To help guide your research I’ve handpicked three companies with stellar CSR reports and listed what makes each report worth emulating below:

Meta 2023: Forward-Thinking Strategy

The Social Metaverse Company, or Meta, “builds technologies that help people connect, find communities, and grow businesses.” They specialize in creating immersive technologies that facilitate new social experiences.

Meta’s 2023 CSR report’s forward-thinking strategy makes it worth considering. The company’s concrete and transparent approach to net zero emissions gives the reader a better understanding of its strategy. Take a look at its carbon emissions breakdown below:

Screenshot of Meta’s CSR report

This graph shows Meta’s 2022 carbon footprint and the description of how it has achieved net zero emissions in its global operations.

Additionally, the report goes on to say that reaching net zero emissions is not enough and lays out a plan to decarbonize it’s footprint beyond its offices and data centers. Specifically, to align with the Paris Agreement, Meta has set a goal to reach net zero emissions across its value chain in 2030.

This forward-thinking approach uses historical data to set both achievable and measurable goals as Meta sets out to design with less, incorporate sustainable supply chain principles, and embrace low-carbon technology.

Campbell Soup: Consistent Branding

The Campell Soup company is committed to “bringing people together through food they love.” The company’s soups, simple meals, snacks, and beverages are in alignment with its health and well-being goals.

Campell Soup’s homestyle messaging rings through in its 2022 CSR report. The report’s clear branding and engaging visuals remind readers of the company’s purpose. Additionally, the programs Campell Soup supports such as its school nutrition partnerships align with its values:

Screenshot of Campell Soup’s CSR report.

By providing nutrition education in a variety of school settings to support awareness of and pique interest in nutritious food choices, Campbell Soup affirms its dedication to improving food access and education.

This is just one example of a CSR program that is aligned with Campbell’s Soups values. For more details, check out the full report below.

Intel: Effective Collaboration

Intel specializes in providing technology that seeks to improve the life of every person. The company has driven business and society forward with innovation, expertise, and forward-thinking products.

A main thread of the company’s beliefs is interconnectivity which is alive and well within Intel’s CSR report. Multiple letters from company leadership including the CEO and CPO clearly outline the report’s goals.

 Screenshot of Intel’s CSR report.

Additionally, Intel’s emphasis on employee engagement and stakeholder transparency sets it apart. According to the Executive Vice President “Maintaining a strong culture and positive employee relations is paramount as we grow and transform Intel”.

And, Intel’s integrated investor outreach program speaks to its commitment to corporate accountability. By getting the perspective of multiple stakeholders, Intel’s CSR report is an example of effective collaboration. View the report below for more details.

CSR Reporting: Conclusion + Additional Resources

CSR reports are necessary tools to communicate your company’s sustainability and environmental goals. When drafting your report be sure to include accurate and complete data that builds credibility. Consider researching the reports of companies within your sector to get a better understanding of how to structure your report.

We hope you enjoyed this guide to CSR reporting. Check out these resources to continue learning:

Richmond Matching Gifts

Companies in Richmond, Virginia with Matching Gift Programs

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

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

Richmond Matching Gift Corporations

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

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

Altria

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

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

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

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

Read more about the Altria matching gift program.

CarMaxcarmax

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

Read more about the CarMax matching gift program.

Genworthgenworth

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

Read more about Genworth’s matching gifts.

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

Canadian Companies With Matching Gift Programs

Double Donations With Canadian Companies That Match Gifts

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

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

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

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

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

The Basics of Matching Gifts Across Any Market

Understanding the matching gift process in Canada and beyond

What are matching gifts?

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

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

Who qualifies for matching gifts?

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

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

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

Top Canadian Matching Gift Companies

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

BCE is a top Canadian company that matches gifts

1. BCE Inc.

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

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

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

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

Gildan is a top Canadian company that matches gifts

2. Gildan Activewear

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

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

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

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

GSC is a top Canadian company that matches gifts

3. Green Shield Canada

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

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

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

RBC is a top Canadian company that matches gifts

4. Royal Bank of Canada

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

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

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

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

TC Energy is a top Canadian company that matches gifts

5. TC Energy

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

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

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

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

AstraZeneca is a top Canadian company that matches gifts

6. AstraZeneca Canada

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

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

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

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

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

Enbridge is a top Canadian company that matches gifts

7. Enbridge Inc.

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

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

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

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

Suncor is a top Canadian company that matches gifts

8. Suncor Energy Inc.

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

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

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

Sun Life is a top Canadian company that matches gifts

9. Sun Life Financial Inc.

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

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

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

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

Canadian Pacific Railway is a top Canadian company that matches gifts

10. Canadian Pacific Railway

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

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

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

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

Cenovus is a top Canadian company that matches gifts

11. Cenovus Energy

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

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

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

Scotiabank is a top Canadian company that matches gifts

12. Scotia Bank Canada

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

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

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

Magna is a top Canadian company that matches gifts

13. Magna International

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

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

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

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

Brookfield Properties is a top Canadian company that matches gifts

14. Brookfield Properties

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

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

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

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

Nutrien is a top Canadian company that matches gifts

15. Nutrien

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

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

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

Identifying Other Canadian Companies That Match Gifts

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

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

Steps for using Double the Donation's matching gift database

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

How Double the Donation Can Help

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

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

Check out these findings:

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

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

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

Meanwhile, additional benefits of Double the Donation include:

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

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

Integrations & Customizations

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

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

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

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

 

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

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

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

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


Wrapping Up

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

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

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

Matching Gift Marketing Guide


Marketing Matching Gifts Guide

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

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


Top Matching Gift Companies


Many volunteer grant companies also offer matching gifts.

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

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


One-Off Matching Gift Programs


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

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

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


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

A Guide to Navigating University Fundraising with Confidence

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

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

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

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

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

Emerging University Fundraising Trends

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

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

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

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

The Most Popular University Fundraising Ideas

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

Annual Giving Drive

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

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

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

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

Matching Gift Programs

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

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

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

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

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

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

Crowdfunding Campaigns

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

When you launch a crowdfunding campaign, be sure to:

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

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

Grant Writing

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

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

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

Corporate Partnerships

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

Take these steps to establish strong partnerships with businesses:

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

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

Endowments

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

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

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

Planned Giving

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

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

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

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

Special Events

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

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

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

3 Tips for Hosting a University Fundraising Campaign

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

1. Develop a clear fundraising strategy.

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

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

2. Diversify outreach.

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

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

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

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

3. Cultivate strong alumni relationships.

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

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

A Final Note About University Fundraising

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

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