Registering Your Org with CSR Platforms + Key Steps For Each

Registering Your Org with CSR Platforms + Key Steps For Each

CSR (or corporate social responsibility) platforms are the software companies use to manage their end of the matching gift process. When an employee wants to request a match from their employer, they are often directed to an online portal from a corporate giving platform, where they are encouraged to provide information about their charitable gift and request a corporate match.

The giving platform screens employee donations to ensure gifts meet the company’s specified matching criteria then approves the donation match and disburses the funds to the receiving organization.

Some of the largest CSR software providers include Benevity, YourCause, and CyberGrants, and these three manage a portion of the top matching gift companies. However, many other effective platforms exist as well, often working with small and medium-sized businesses⁠—and you don’t want to neglect those providers, either. For this, consider names such as Millie, POINT, Selflessly, Givinga, America’s Charities, and Bright Funds.

Well-Known and CLMA-Certified CSR Vendors

In order to maximize matching gift revenue, each nonprofit should register its organization with as many CSR software platforms as possible.

And we’re here to help! In this resource, we’ll cover:

Ready to learn more about setting your organization up for continued corporate giving success? Let’s dive in with the key reasons why this is a priority.

3 Reasons to Register Your Nonprofit with CSR Platforms

There is a multitude of benefits as to why this is a corporate fundraising best practice, and our team dives into three of the most significant reasons in this guide. These include:

1. Increased Visibility as a Verified Cause

Picture this: a company just announced its new corporate giving initiatives, including matching gift and volunteer grant programs. One employee within the company is so excited to participate and make a positive difference on a worthwhile cause but doesn’t have a specific charity in mind.

The employee decides to leverage the provided CSR portal their company is partnering with to locate an organization to support. They conduct a quick search of the associated nonprofits, filtering by a favorite type of mission or location. For example, let’s say they search for the terms “animal shelter” and “Atlanta.” And your pet rescue shows up! The employee is drawn to your organization, decides to make a matchable donation to the rescue, and even reaches out to explore available volunteer roles.

If you hadn’t previously registered with the platform the employee’s company utilizes, your cause likely would not have shown up during the prospective donor’s search. And you might have missed out on powerful opportunities to reach new donors and volunteers!

But because you had previously taken a few minutes to register your organization with the corporate giving management company, you were able to increase visibility for your cause. And since you had already gone through the verification process, individuals being exposed to your nonprofit can trust in the legitimacy of your organization.

2. Higher Likelihood of Matching Gift Eligibility

When your donors participate in their employers’ matching gift programs, they’ll need to follow instructions provided by the employing company on how to submit their matching gift request. This often means completing and processing the request through a dedicated matching gift software portal. And while each company chooses its own criteria regarding matching gift-eligible nonprofits, some dictate that in order to be eligible for a match, the organization must be registered with their CSR management platform of choice.

In other words, when your nonprofit is registered with a CSR software platform, you’ll be eligible to receive matches from more companies. As a result, a higher percentage of your donors’ generous contributions will qualify to receive a matching donation on your behalf.

More companies equal more eligible donors equal more matching gift revenue overall.

And when your organization registers with as many giving management platforms as possible, your likely match-eligibility will only continue to grow!

3. Simplified Donor Request Processes

According to matching gift research, only 1.31% of donations are matched at an average nonprofit organization⁠—despite more than 26 million individuals working for companies with matching gift programs. Two of the biggest obstacles to participation include a lack of awareness of these programs, along with the assumption of a complicated match request process.

Donors love participating in matching gift programs, but not even the most dedicated supporters are likely to jump through a thousand hoops to secure a match on your behalf. The more steps involved and the longer it takes to complete the process, the higher the chance is that donors will abandon their potential match altogether.

For this reason and more, it’s always a good idea to simplify and streamline the matching gift process for your donors whenever possible. And preregistering your organization with the CSR platforms used to manage their employers’ giving programs is one of the best ways to do so.

This way, donors can simply search your organization in the platform’s nonprofit database and provide information about the donation they made. On the other hand, if they don’t find your cause in the organization lookup tool, the submission process can be significantly delayed, and some donors might not come back to complete their request.

Even once the donor submitted the match request, not being registered with the CSR platform can cause additional delays in the match disbursement process⁠, meaning it will be even longer before you receive your funding.

The simple solution? Register your organization with these CSR software platforms now!

P.S. If you’re looking to register your organization with the most intuitive and innovative platforms, specifically those that prioritize a seamless user experience, we recommend getting started with CLMA-certified tools. Select CSR vendors like Givinga, Millie, POINT, and Selflessly have been awarded for their devotion to seamless giving and matching, ensuring organizations’ corporate engagement efforts are effective and impactful.

CSR Platform Registration: Our Checklist of Key Steps To Get Started

By now, you should understand the critical importance of registering your organization with the top CSR platforms. But the next big question concerns how you do so⁠—and how you can ensure you make the most of each platform you use.

We recommend following each of these essential steps to create and optimize your registration with top CSR portals:

1. Locate the application for each CSR platform.

Most CSR software providers aim to make this step as simple as possible for the nonprofits looking to verify their causes. For example, a quick online search for “registering a nonprofit with [CSR vendor name⁠—e.g., Benevity, YourCause, CyberGrants, etc.]” should pull up relevant web pages pertaining to the platform in question.

Here's an example of a Google search for nonprofit CSR platform registration.

You can also locate the links to common nonprofit portal registrations below:

Depending on the company, this will likely include an online application, step-by-step instructions, or a combination of both. If you have a hard time locating the process for a particular platform, click around their website or consider reaching out to the team to find out more.

2. Provide requested information about your nonprofit.

To register for any platform, you’ll need to provide details about your organization and its status as a 501(c)(3) nonprofit⁠. This may include your address, EIN, and/or copy of your Tax-Exempt Status Letter from the IRS.

Next, the CSR software company will review the included information to verify its accuracy. Upon approval, the company will provide your team with access to an online portal from which you will manage your nonprofit account.

3. Have a strategy for username and password management.

More than likely, you’ll have multiple team members managing accounts on multiple CSR platforms. Make sure you have a plan in place to grant easy access to anyone who should be utilizing the platforms on your behalf without compromising the security of your account.

For many organizations, this involves leveraging a secure password management and sharing system with intuitive access controls. Or, you may provision individual login access to individuals within the CSR platform itself. In this case, your organization will have a single account with multiple users (although not all providers have this functionality).

Alternatively, you might choose to establish a universal set of login credentials that you use across each portal you register for. Going this route can help avoid too many “forgot my username” and “reset my password” attempts. However, the practice also introduces a number of security risks that you might rather avoid, such as former employees retaining access to your nonprofit’s portal.

4. Establish a dedicated point of contact for matching gifts + volunteer grant management.

Matching gifts and volunteer grants are two nonprofit funding sources that are most likely to slip through the cracks. At smaller nonprofits, it can seem as if no one has the time or resources to devote to workplace giving opportunities, and at larger organizations, it often falls into a game of “I thought so-and-so was going to do that,” when so-and-so thought it was someone else’s responsibility altogether.

In order to avoid the resulting pitfalls, we recommend selecting a dedicated POC to be in charge of all things matching gifts and volunteer grants⁠—including manually verifying donations and volunteer hours, managing the organization’s corporate giving portals (and understanding the nuances between platforms, as seen below), and more. And if your nonprofit is particularly large, you may even benefit from having a separate person responsible for volunteer grants than your same matching gift contact.

It’s critically important that your matching gift coordinator or team is thoroughly trained in all things matching gifts. But it’s a good idea to provide an overview of the basics for all team members, including paid staff and volunteers alike.

Portal-Specific Tips and Checklist Items for Top CSR Platforms

Each CSR platform is designed differently, which means each solution offers its own unique set of pain points for nonprofits looking to utilize the portal to manage their corporate fundraising.

Here, we’ve compiled a list of tips and best practices for nonprofit team members looking to get set up with each of the top three corporate giving vendors and overcome common roadblocks.

CyberGrants Portal Management TipsHere's an overview of CyberGrants' nonprofit CSR platform registration process.

  • Register your organization with CyberGrants’ Project Front Door (PFD).
  • Designate a universal notification email for ALL correspondences (this should be something like matchinggifts@xyz.org rather than a personal email address).
  • Utilize Gift IDs and Access Codes when trying to locate an account.
  • Leverage the “Donation” tab in Project Front Door for a streamlined verification process.
  • Be prepared to manually verify donations with CyberGrants for matching gift requests in order for match funding to be approved.
  • Use the “Need Support?” link at the bottom of every company page for a more timely response.

Interested in even more CyberGrants management tips? Check out our more in-depth guide to the topic here.

YourCause Portal Management TipsHere's an overview of the YourCause nonprofit CSR platform registration process.

  • Register your organization with YourCause’s NPOconnect.
  • When checking for notifications, ensure you are under the Head Quarters account rather than a chapter or affiliate account.
  • Utilize the “MY WORKSPACE” tab, as all match requests and notifications will populate here.
  • Employ the “GIVING” and “ALL TRANSACTIONS” tabs to locate any gifts, grants, or donations.

Benevity Portal Management TipsHere's an overview of the Benevity nonprofit CSR platform registration process.

  • Register your organization with the Benevity Causes Portal.
  • Utilize monthly reports to track your donations and matches effectively.
  • Download the monthly report as a Google Sheet or Excel file for increased accessibility.
  • Designate a single staff member to log in and add or edit your organization’s available volunteer opportunities.
  • Create an email template that the staff member can use to request the required information about the volunteer opportunity.

Millie Portal Management TipsLearn more about registering your organization with Millie's CSR platform.

  • Claim your organization with Millie using their online nonprofit application.
  • Using the live profile builder, personalize your nonprofit’s page with images, videos, and testimonials.
  • Navigate to your “Dashboard” from the drop-down menu to see a breakdown of your donors.
  • Visit the Millie Knowledge Base for support needs.

POINT Portal Management TipsLearn more about registering your organization with POINT's CSR platform.

  • Create your free account for POINT’s online nonprofit portal.
  • Create your own “admin” account first, then add your organization account.
  • Don’t forget your EIN (or tax-exempt number. Hint: You can find this on the IRS website here).
  • Choose a few causes your organization supports and add a few sentences about your mission.
  • Use automatically generated reports on POINT to tell a story about your organization to potential donors and supporters.

Registering with CSR platforms is one of the best ways to ensure your organization receives as many matching gifts as possible while simultaneously streamlining the processes involved for your donors and your fundraising team. And this shouldn’t be an overly complicated task, either⁠—so we suggest getting on it as soon as possible.

Interested in learning more about how to maximize your nonprofit’s matching gifts and corporate giving? Check out these other educational resources:

Nonprofit CSR platform registration can help drive matching gifts, as can Double the Donation.

The title of the article: Membership Applications: 5 Strategies to Boost Enrollment

Membership Applications: 5 Strategies to Boost Enrollment

Your association needs new members to grow, meaning your membership application form is a critical tool to promote this expansion. To ensure your association brings in as many members as possible, you need a membership application form that gets your community excited about joining.

Not sure where to start? We’ve got you covered with some top changes you can make to your application form to boost membership enrollment.

Ready to revamp your form? Pull up your association’s member application as you follow along to improve it in real time.

Looking for a new platform to manage your association's members? Explore Tradewing.

1. Ensure your membership application is easy to access.

The first hurdle your potential members have to cross is locating your application form. Ensure new members can do this quickly and independently by making your form as accessible as possible.

Ensure prospective members can locate your application form on your website by:

  • Featuring it in your navigation: Your navigation is one of the first places new visitors to your website will look to explore your association’s offerings. Add a call-to-action button linking to your membership application form so it’s clearly visible in this location.
  • Using bold colors: Strategically use your brand colors to make your membership sign-up button stand out. For example, if your organization uses dark blue, purple, and white as brand colors, you might have white text on a dark blue or purple button. This contrast will draw users’ eyes to your membership button, driving traffic to your application form.
  • Providing clear directions: On your membership program page, provide clear directions about how to actually apply. This page should also include a link to your membership application so interested individuals can start the signup process right away.

Nonprofits with membership programs can follow these same strategies. While you may have other pressing actions to promote to supporters, like donating, consider how you can also make calls to action for your membership program. For example, you might include both a membership and donate option in your website’s navigation menu.

Make your membership application easy to find on your website.

If your association sells products and services to non-members, your online checkout is another prime place to promote your membership. For example, if a non-member purchases access to a credentials course, you might offer a promotion for joining your membership program or a pop-up that reminds them that members get a discount on the products and services they’re purchasing.

Additionally, ensure your forms follow Web Content Accessibility Guidelines (WCAG) standards, such as:

  • Making your form navigable by keyboard
  • Ensuring sufficient color contrast between text and backgrounds
  • Using text indicators rather than solely color to mark required fields
  • Ensuring font size can be increased

Test if your forms are WCAG-compliant by using accessibility tools to view your form in grayscale and practice navigating it with just your keyboard. Remember, while for-profit organizations should create accessible websites to expand their user base, organizations that receive federal funding (like many nonprofits) are required to by law.

Takeaway: Make sure your supporters can find your membership application without having to search for it.

2. Implement intuitive formatting on your membership form.

Once users land on your form, your next challenge is keeping them there.

The easier you make your form to complete, the fewer potential members will abandon it, and the more users you’ll convert.

Keep your application form short and to the point to encourage users to complete all questions. There will be opportunities to ask members to provide more information later, such as when they fill out their community profile for networking purposes.

Some basics to ask for include:

Make your membership application as easy as possible to fill out and process later.

  • Contact information, like the applicant’s name, email, phone number, and mailing address
  • Membership level to designate which membership tier they are applying for
  • Payment method, such as credit or debit card, ApplePay, PayPal, ACH transfer, or any other method your association management software accepts

Some trade and professional associations may also ask for employer information at this time to ensure interested individuals are members of their industry and weed out spam bots. However, others may find that it is not necessary to request this information at this time.

Additionally, make your online forms easy to fill out by leveraging application form-building tools like:

  • Conditional logic. Skip pages or populate information based on answers to previous questions.
  • Auto-population. Fill in information automatically from another profile or the supporter’s browser.
  • Long time-out. If your supporters leave the form without completing it, make sure they can pick back up later where they left off.

The trick is to collect the information you need without asking too much of your members.

Takeaway: Your membership application should be fast and easy to fill out.

3. Optimize your membership application form’s design.

Now that you know which fields you need to include on your membership form, it’s time to get into the design.

When creating the form itself, be sure to:

  • Brand your application. Include your association’s logo at the top of your membership application. Then, use your brand colors and imagery throughout your form to guide applicants through the submission process.
  • Emphasize membership benefits. Entice members to cross the finish line and complete their application forms by reminding them what benefits they’ll receive if they do. For example, in the section of your application that lists membership tiers, write out what each tier has access to.
  • Keep your form short. As part of limiting unnecessary information fields, your application form should be no more than one page in length on a desktop.
  • List contact information. Some prospective members may have questions about your application, like if certain information fields are required or if they can submit payment through an unlisted method. Ensure your association’s help email address is visible on the form so members can forward their questions to your staff.

Also, optimize your form for mobile so users can complete your form no matter what device they use.

Use AMS software with mobile-responsive forms that increase the size of fonts, buttons, and input fields to make them easier to read and press with a finger. You should also use multiple-choice drop-down menus in place of open fields when possible.

Splitting your application into multiple short pages instead of one long page, like in the example below, helps keep mobile users moving through the application process:

Design your membership application to optimize it for online and mobile applicants.

If you need help with this type of coding, reach out to a nonprofit IT consultant. It’s worth taking more time now to boost your membership program later!

Takeaway: Design your application with online and, especially, mobile views in mind.

4. Include strategic upsell opportunities.

Your membership application is a great opportunity to promote your association’s offerings. Ensure it emphasizes the benefits of higher membership tiers and encourages prospective members to apply for a high tier.

A few ways you can do this include:

  • List benefits. For each membership level, provide a brief overview of what benefits it provides.
  • Offer limited discounts. If your association offers any discounts or promotions to encourage higher membership tiers, be sure to include them on your application form. For example, new members might get the first month of higher membership tiers for free or at a discounted rate.
  • Add a check-out screen pop-up. When new members submit their applications, they’ve committed to joining your association. With this commitment fresh in their minds, give them one last opportunity to upgrade to a higher membership tier with a pop-up message on your confirmation screen sharing how easy it is to upgrade their membership.

Don't overload your membership application form with an intimidating number of fields.

Additionally, consider offering a free membership tier to bring in individuals who are on the fence about making a financial investment in becoming a member. Typically, free tiers offer limited benefits. For example, free members might have access to your online community platform and be able to post content and interact with members. However, they may lack the ability to send direct messages to members, attend events, or access your educational resources.

This partial access helps your association get your foot in the door with prospective members and push them to make the upgrade to a paid membership.

Takeaway: Your membership application is a marketing tool and can be leveraged to grow your association.

5. Follow up with applicants.

Your relationship with your members begins with your membership form, but it doesn’t stop there! Show your members you appreciate their commitment and that your association offers engaging content that’s well worth your membership fee.

An integrated membership application form sets your association up for success from the moment new members hit “submit” by:

  • Sending automatic welcome emails. The right software can pull contact information from the application form and populate the email with your new member’s name and membership level.
  • Populating a member profile. Especially if you provide a member directory and public milestone badges to your members, your platform should automatically set up a member profile for your new member and send them a link to begin personalizing it.
  • Streamlining payment processing. Link your application form to your chosen payment processing solution to begin the process automatically and avoid having to navigate outstanding fees.

The most effective (and popular!) of these strategies is a welcome email, like the one below:

Follow up by sending a welcome email to individuals who complete your membership application form.

While membership application forms often can’t send emails or process payments, you can integrate your application form with other features by leveraging the right software solution.

Takeaway: Make sure to follow up with your new members right away.


With these membership application form strategies under your belt, you’re ready to overhaul your application and boost participation in your program!

For more on membership, check out these additional resources on the topic:

When it comes to member engagement and retention, Tradewing is our #1 pick. Explore Tradewing's out-of-the-box community engagement platform. Discover Tradewing.

This is the feature image for this blog post on employee engagement ideas.

52+ Employee Engagement Ideas for Productivity and Retention

Picture two imaginary employees who are both employed by the same company.

Employee A is an enthusiastic, hard worker who loves driving results in their role. They make an effort to contribute in meetings, bring creative ideas to the table, encourage their coworkers, attend company events, and more.

Employee B is also a hard worker and typically performs at a high level, but they seem to have lost some of their enthusiasm for their role. Over time, they’ve become less invested in the company’s goals and stopped actively participating in its internal culture.

The difference between Employee A and Employee B is that Employee A is fully engaged at work. This means Employee A is finding personal fulfillment and happiness in their job and feels good about what their company does and how it contributes to its community.

(Note: This doesn’t mean that Employee B is a “bad” worker by any means, just that their work experience could be improved, leading to better results for both them and the company.)

So, if Employee B was your employee, how could you encourage them to be more engaged at work? Or, thinking more broadly, how can your company hone its approach to employee engagement?

Here’s your answer: By tapping into the right employee engagement ideas! 

There are dozens of ways to promote employee engagement in your workplace, all of which can help you take your productivity, profitability, and retention efforts to the next level. It’s a lot to sort through, which is why we’ve created this guide to help you explore your options. Here’s what we’ll cover:

As you learn more about employee engagement and the many ideas and programs you can launch to improve it at your company, remember to take into consideration your company’s specific needs and culture. This way, you’ll implement the engagement initiatives that will most resonate with your current and future employees and drive real results for your organization. Let’s begin!

Click through to learn how auto-submission can help you engage your employees.

Employee Engagement: A Quick Overview

Before we get into the specifics of effective employee engagement ideas your company can try, let’s go over some fundamentals.

What is employee engagement?

This image defines the term employee engagement.

Employee engagement refers to the commitment employees show to their work, their team, and their employer. In practice, employee engagement looks a little different at every organization, depending on your company culture and the unique personalities on your team. In general, you can expect that an engaged employee will be:

  • Passionate and enthusiastic about their day-to-day tasks and how they contribute to the organization’s overall success
  • Loyal to the company
  • Consistently taking on additional responsibilities and strengthening their skills
  • Productive and delivering high-quality work
  • Adept at communicating
  • Resilient in the face of changes and challenges

Note that when an employee is fully engaged in their work, they are not sacrificing their mental, emotional, or physical health or their personal lives for your company. Engaged employees take a healthy approach to work-life balance and set clear boundaries so they can give their best efforts while at work.

Why is employee engagement so important?

Employee engagement is important for companies to pay attention to, as it can affect all facets of your business operations, not just individual employees’ experiences working for your company. Specifically, high levels of employee engagement can help your company in the following areas:

  • Retention. When your team members are satisfied with their jobs and feel loyal to your organization, you’ll be able to retain them for longer periods of time, saving your company time and money. Plus, when you need to recruit new employees, you’ll be better prepared to welcome them into a positive and productive culture backed by strong engagement strategies.
  • Productivity. As your organization takes steps to proactively engage its team members, you’ll find that your employees will be more committed to your company’s goals, enthusiastic about their roles, and more focused on not just their day-to-day responsibilities but also how they can drive the most value for your company. As a result, engaged employees will be more likely to go above and beyond and do their best work, resulting in higher productivity levels, better deliverables, and more efficiency.
  • Profitability. When your company isn’t worried about hemorrhaging talent and everyone feels empowered to do their best work, you’ll see higher revenue and decreased expenses all around. Plus, you’ll have the time and talent available to pursue new initiatives and offerings.

Any organization that employs people has a responsibility to its employees (and even its stakeholders) to ensure that it’s providing the best employment experience possible, as boosted retention, productivity, and profitability are wins for everyone involved.

The Current State of Employee Engagement

In recent years, employee engagement has been trending downward, according to Gallup. Engagement levels were at 36% in 2020 but dipped to 34% in 2021 and then 32% in 2022. Gallup notes employees’ reports of the following engagement elements declined during this period:

  • Clarity of expectations
  • Connection to the mission/purpose of the company
  • Opportunities to learn and grow
  • Opportunities to do what employees do best
  • Feeling cared about at work

Following the COVID-19 pandemic, employee expectations have shifted. For instance, Forbes reports that employees now expect more trust, more flexibility, and more work-life balance. And if the Great Resignation of 2021 and 2022 is any indication, employees are willing to leave their current employers to have these expectations fulfilled at other organizations.

In order to see some positive trends in employee engagement numbers, employers everywhere have to be willing to be open-minded and communicative, and those efforts will include implementing winning employee engagement initiatives.

The Special Role of Corporate Philanthropy in Employee Engagement Initiatives

One of the best ways to effectively engage your employees is to involve them in your organization’s corporate philanthropy efforts. Because corporate philanthropy is how your organization gives back to its community and works to leave a positive impact on the world, it can benefit your employees by:

This image lists some roles corporate philanthropy can play in your employee engagement efforts.

  • Giving them a heightened sense of purpose. Though your company’s goals and mission likely already inspire your employees, furthering a charitable cause will give them a stronger sense of purpose in their day-to-day duties. Plus, they’ll feel good about what your company is doing to make a positive difference for others, strengthening their relationship with your organization as an employer.
  • Connecting with their personal values. Many of your employees likely have an affinity for a charitable cause, whether it’s animal welfare or protecting the environment. By showing them your organization also cares about charitable causes and can empower them to give to causes they support, you’ll connect with their personal values and interests, further strengthening your relationship with them.
  • Empowering them to connect with others. Many companies facilitate volunteer opportunities for their employees as part of their corporate philanthropy and employee engagement work. Volunteering allows employees to get to know their coworkers in different ways as they work together and provides them the chance to meet other people who are connected to your nonprofit partners.
  • Giving them the chance to develop new skills. Similarly, volunteering can help your employees strengthen their existing skills or develop entirely new skill sets. For example, a graphic designer may find they have a knack for helping plan nonprofit events, or a customer service representative may find they enjoy tutoring young children in reading.
  • Improving their health and wellbeing. According to the Cleveland Clinic, charitable giving can lower your blood pressure, reduce stress hormones, boost self-esteem, combat depression, and even help increase your lifespan.

If you’re looking for a way to help your employees make a positive difference in the world while simultaneously increasing their job satisfaction, involving them in corporate philanthropy is the answer!

Our Favorite Philanthropy-Centered Employee Engagement Ideas

In the spirit of getting your employees involved in your philanthropic efforts, let’s kick off our exploration of employee engagement ideas by exploring some of our favorite philanthropy-centered initiatives!

This image lists some philanthropy-centered employee engagement ideas.

1. Matching Gift Programs

71% of employees think it’s important to work for companies that give back through philanthropy, making corporate giving a pivotal engagement tactic. One of the easiest and most impactful ways to involve your employees in corporate philanthropy is to start a matching gift program.

Corporate matching gift programs are a type of philanthropy in which companies financially match donations their employees make to nonprofits. Many companies match at a 1:1 ratio (dollar for dollar), but these ratios range anywhere from .5:1 to 3:1. That means employees have the opportunity to increase the impact of their charitable donations!

Matching gift programs increase the impact of employees’ donations, thereby encouraging engagement in corporate giving.

Why are matching gift programs a great employee engagement idea?

Matching gift programs are essential for employee engagement because they communicate that your company cares about the same causes your employees do. These programs amplify the charitable contributions of employees, making them feel their donations have a greater impact, which enhances their connection to your company.

Launching a matching gift program impacts your company in a few ways. For example, you can:

  • Enhance workplace culture by giving employees a stronger sense of purpose through philanthropic giving.
  • Demonstrate your company’s values to the public by aligning corporate objectives with employee interests.
  • Attract talented employees who prioritize social responsibility, further enriching your company’s culture.

While most matching gift companies organize unrestricted programs (where the employer matches donations to almost any nonprofit), a “one-off” match initiative is a great way to ease into this engagement opportunity. In this case, your company would select one nonprofit to which you’d match donations, thus rallying your staff around a particular cause!

Although matching gifts are common workplace giving programs, many employees don’t know their companies even offer a program. That’s why your company should take the initiative to promote these programs. Whether that’s through onboarding or regular communications, alerting employees that they can double their donations to their favorite charities can inspire participation.

*While Double the Donation’s tool offers custom matching gift program management functionality, this feature is designed specifically for fundraisers looking to manage custom matching gift initiatives. Double the Donation does not work directly with corporations. If you’re a company interested in creating a matching gift program, contact us, and we’ll share information about our corporate vendor partners.

Click here to contact our team about creating an employee matching gift program.

2. Corporate Volunteerism

Just as matching gifts are one of the most common types of corporate philanthropy programs out there, another common corporate philanthropy initiative is corporate volunteerism.

Through corporate volunteerism, companies encourage their employees to volunteer their time with local nonprofits.

Companies incentivize volunteerism in a number of ways, one of which is through offering paid time off during the year to volunteer (also known as volunteer time off or VTO). This is an extra incentive for employees because they get to support a charitable cause while still getting paid.

Many companies also offer volunteer days, such as a day of service, to promote team-building and give back to the community. This opportunity encourages coworkers to get to know one another and work as a team to help an organization.

Corporate volunteerism also benefits nonprofits because of the skills corporate employees bring to the table—which are often skills and expertise that the nonprofits may not otherwise be able to afford. Plus, employees may pick up new skills from their time volunteering with a nonprofit!

Why is corporate volunteerism a great employee engagement idea?

Companies that promote volunteer opportunities and actively encourage their employees to participate show that they care about giving back to the community, and some are even willing to offer paid time off to do so, demonstrating that they see volunteering as a priority. This initiative reflects well on companies and even encourages consumers to continue purchasing products and services from them.

When employees see the good their companies are doing in their communities, they are more likely to participate, think positively about their roles in the company, and be happier as a result.

3. Volunteer Grants

Corporate volunteerism doesn’t end with the time and effort that your employees offer nonprofits. There’s another type of workplace giving program directly related to volunteerism that can benefit nonprofits, reflect well on your company, and boost employee engagement.

Corporate volunteer grants turn volunteer hours into revenue for nonprofits. When employees at a company devote a specific number of hours to volunteering with a nonprofit, participating companies provide a set dollar amount for those hours to the nonprofit.

For example, this could look like:

  • $25 for every hour an employee volunteers
  • $15 per hour an employee volunteers, with a minimum of 20 hours
  • $500 after volunteering 20 hours with a nonprofit

Through a volunteer grant program, you can encourage employees to donate their time to nonprofits.

Corporate volunteer grants essentially help nonprofits meet their fundraising and volunteer needs at the same time. Meanwhile, your employees can increase their impact on causes they care about.

Why are volunteer grants a great employee engagement idea?

Nearly 3 out of every 4 employees say it’s important to work where company culture supports volunteering. The more you encourage volunteerism and promote volunteer grant opportunities, the more employees will feel engaged with your company and its values. Plus, volunteer grants are a great way for an employee to secure a donation for a nonprofit they care about without spending a dime.

Here’s a rundown of how this type of program can transform your workplace:

  • Communicate your commitment to community involvement and social responsibility by financially supporting employees’ volunteer efforts.
  • Underscore the importance of giving back, enhancing employees’ sense of purpose and connection to the workplace.
  • Foster a positive work environment and strengthen team bonds through shared experiences in community service.
  • Improve your company’s image and resonate with employees’ desires to work for organizations that reflect their values.

Ultimately, volunteer grant programs not only contribute to societal well-being but also promote a more engaged, motivated, and satisfied workforce. Like with matching gifts, volunteers are often unaware that their employer even offers a volunteer grant program. That’s why it’s essential to actively promote these opportunities to employees and streamline facilitation with dedicated CSR software.

4. Employee Wellness Programs

Wellness programs are comprehensive initiatives designed to promote holistic health and well-being among your workforce. These programs encompass a wide range of activities and resources aimed at supporting physical, mental, emotional, and sometimes financial health.

Key components often include fitness challenges, mental health support, nutritional advice, and stress management workshops. While these programs can take many forms, the overarching goal is to create a healthier, more productive workplace by reducing health-related absences and enhancing job satisfaction.

Why are employee wellness programs a great employee engagement idea?

In essence, prioritizing employees’ health and happiness will contribute to a supportive work environment that reduces turnover. Better yet, you can leverage an app to run your entire program.

Designed to streamline program administration and boost employee participation, Givhero can significantly enhance your wellness program by integrating workplace giving into health and wellness challenges. This unique approach motivates employees to engage in healthy behaviors by linking their actions to a broader social impact.

Givhero is an employee wellness app that makes it easy to launch challenges that motivate employees.

Here’s an overview of how the app works:

  1. Create challenges. Your team chooses from Givhero’s library of health and wellness challenges, whether you want to challenge people to walk 10,000 steps a day or sleep 8 hours each night.
  2. Employees join the challenge. They’ll need to download the Givhero app and choose a nonprofit to support from Givehero’s Partner Network of over 2.3 million charitable causes.
  3. Employees participate in the challenge you choose. As they achieve their goals, they’ll be rewarded with donations to their chosen charity.

It’s that simple! Employees can engage in activities that boost their mental and physical health while supporting causes they care about.

Overall, Givhero serves as a powerful tool for companies looking to deepen employee engagement through wellness initiatives that also support social responsibility goals.

Launch a wellness program with Givhero and motivate employees to be their best selves.

5. Automatic Payroll Deductions

Another form of workplace giving that can lead to high employee engagement is automatic payroll deductions. 

An automatic payroll deduction allows employees to set aside a small portion of each paycheck to donate to a charity.

Automatic payroll deductions are great options for employees because they can give to nonprofits in smaller increments—especially if they’re unable to donate a large sum at once. If their employer also offers a matching gift program, those donations can even be doubled.

Companies typically vet charitable organizations beforehand to ensure their employees’ automatic payroll contributions are going to reputable nonprofits. This measure will reassure employees that their donations are going to a good cause.

Why are automatic payroll deductions a great employee engagement idea?

By making it easy for employees to give to reputable organizations, your company accomplishes a few things:

  • Employees get to make a difference for the causes they care about.
  • The donations have no extra fees for the nonprofits (like credit card processing fees) and are still tax deductible for employees.
  • Employees will continue to participate in automatic payroll deductions long-term because of the ease and security associated with these programs.

The more options you offer as part of your workplace giving programs, the more likely employees will be to engage with and participate in those programs. Automatic payroll deductions are an excellent option to consider as a company.

6. Annual Giving Campaigns

The year-end giving season (generally October through December) is the most popular time for nonprofit donations. During this time, donation numbers are higher than all year round as people lean into the generosity they feel around the holidays and wrap up their charitable giving that will be deducted from their taxes in the spring.

Companies can use this time to encourage their employees to donate to important causes, either through monetary or time donations. When paired with matching gifts and corporate volunteer grants, the impact goes even further.

Many nonprofits run annual giving campaigns around this time of year to raise a large portion of the funds they need to continue serving their missions, especially on GivingTuesday, the Tuesday after Thanksgiving in the U.S. Encouraging your employees to give during these campaigns is especially important for the nonprofits they support but also for your company’s image.

Why are annual giving campaigns a great employee engagement idea?

If your company wants to boost engagement among its employees, be sure to encourage them to participate in annual giving. Promote specific opportunities to donate to nonprofits whose missions align with your company values. This practice reflects well on your company in the public eye, while also showing your employees that giving to worthy causes is an important component of your business practices.

7. Cause Marketing Campaigns

As a big part of corporate philanthropy, companies will often launch a cause marketing campaign in conjunction with a nonprofit cause. During a cause marketing campaign, a company increases its own profitability while also doing good in the communities in which it operates.

Here are some examples of cause marketing:

  • Businesses encourage customers to round up their purchases to donate to a specific charity or cause.
  • Businesses donate a portion of their profits to a specific charity or cause. 
  • Businesses accept donated goods to provide to specific charities.

Both the for-profit and nonprofit sides benefit from cause marketing. For-profit businesses can see an increase in sales and exposure, while nonprofits receive more funding and goods that help them serve their constituents.

Why are cause marketing campaigns a great employee engagement idea?

Cause marketing is a great employee engagement idea because it actively encourages employee participation in promoting a nonprofit’s cause to the customers or clients they interact with. Remember that cause marketing works best if your company is helping a cause that your employees believe in. If your staff supports the idea, they’ll work harder and be more invested in helping drive results for both you and your nonprofit partner!

The Key to Making These Engagement Ideas Work: Corporate Giving Software

For all of these philanthropy-centered employee engagement ideas, you’ll want to have an organized system in place to facilitate your initiatives. With so many moving parts and workplace giving options, it can be challenging to consolidate donations, volunteer opportunities and hours, and matching gift requests in one place.

Corporate giving software is a must when it comes to organizing your workplace giving programs.

Using a corporate giving platform, you can:

  • Track and review employee donations, including automatic payroll deductions.
  • View and approve employee matching gift requests.
  • Allow employees to log their volunteer hours.
  • View and approve volunteer grant requests.
  • Post and coordinate volunteer opportunities for your employees.
  • Organize team volunteer events.

These are just some of the ways corporate giving software can help keep your company on track. 

A Must-Have Feature in Corporate Giving Software: Matching Gift Auto-Submission

The best corporate giving software will offer matching gift auto-submission that allows you to streamline the matching gift process for your employees and ensure that your matched donations get to nonprofits quickly.

Check out how our auto-submission feature works by watching the video below:

 

 

 

 

 

 

As explained in the video, when your company uses a corporate giving tool that offers auto-submission, donors can simply enter their corporate email address and have their match request submitted for them, with no extra steps required on their end.

Be sure to invest in the right software that will allow your company to benefit the most from the workplace giving programs you’ve already put so much effort into, and make sure your platform offers auto-submission capabilities. 

Check out some top corporate giving software providers!

Examples of These Employee Engagement Initiatives in Action

As you build out your own corporate philanthropy-centered engagement program, it will be helpful to get inspired by other companies’ programs so that you can ensure yours is poised to be as effective as possible. Here are two examples of companies that are doing good in their communities and getting their employees involved in their efforts!

Google: Matching Gifts

Google offers a matching gift program that its full-time and part-time employees, as well as its board members, are eligible for. It matches gifts up to $10,000 per year per employee at a 1:1 ratio.

In addition, Google also offers donation matching for any funds contributed for disaster or international relief and matches funds that employees personally raise for charitable events (such as walk-a-thons).

Walmart: Volunteer Grants

Walmart offers a volunteer grants program called Volunteerism Always Pays (VAP) that individuals or groups can participate in.

For the individual VAP grants initiative, Walmart gives $10 per hour to the nonprofit an employee volunteers with, up to $1,000.

For the group VAP grants initiative, Walmart offers groups that volunteer together or participate in fundraising runs or walks together grants for $500-$5,000 dollars, depending on the number of employees in the group.

Remember, your company’s own program will likely look a little different than any example you’re inspired by because you have your own values, priorities, and budget to keep in mind. Still, it’s handy to get an idea of what these programs look like at successful companies!

Want to dive into more examples of real-world corporate philanthropy-centered engagement programs?

Click through to explore some examples of corporate philanthropy-centered employee engagement programs.

Other Top Employee Engagement Ideas

Although corporate philanthropy initiatives are an excellent way to engage your employees, there are lots of other employee engagement ideas you can tap into, as well. Let’s explore some other options, all of which we’ve sorted into a few different categories:

You may decide to choose one or even several ideas from this list. Whatever you choose, remember to customize these ideas to fit your specific employees’ needs and expectations!

Employee Engagement Ideas for Recognition and Awards

Many employers make the mistake of assuming their gratitude for their employees is simply implied. However, the truth is that employees need consistent and genuine recognition to feel motivated and encouraged to perform to the best of their abilities.

In fact, according to Nectar HR, nearly 84% feel that recognition impacts their motivation to succeed in their jobs. In this section, we’ll look closely at some employee engagement ideas that involve recognition and awards.

This image lists some employee engagement ideas related to recognition and awards.

1. eCards

Your employees’ contributions are valuable and deserve more recognition than an occasional pat on the back. Fold recognition into your everyday routine with custom eCards.

eCards are greeting cards’ virtual counterparts, making them easy to send and even easier to create. Plus, when you work with the right eCard site, you can customize your eCards to reflect your organization’s branding or the achievement you’re calling an employee out for reaching. Take this eCard for example:

Create employee recognition eCards like this one to show appreciation for employees and boost morale.

Digital greeting cards have emerged as a versatile tool for employee recognition, enabling managers and employees alike to show appreciation for their coworkers. They offer several benefits to companies, like:

  • Immediate Recognition: Managers and peers can quickly acknowledge achievements, milestones, or contributions without the delays associated with traditional recognition methods. This ensures that recognition is timely, reinforcing positive behaviors and accomplishments as they happen.
  • Personalization: eCards can be customized to reflect the recipient’s personality, the specific achievement, or the company’s culture, adding a personal touch to the gesture. Send a personal message with each eCard to enhance the emotional impact of the recognition and make employees feel genuinely appreciated.
  • Accessibility and Convenience: Given the digital nature of eCards, they can be sent and received from anywhere, at any time. That makes it easy to fold recognition into everyday work routines, whether you’re working in person or remotely.
  • Cost-Effectiveness: Compared to traditional recognition gifts, eCards don’t require physical materials or postage to send. That means you can cut down on costs.

If you’re more of a visual learner, check out this video that highlights our recommended eCard software, eCardWidget:

By integrating eCards into your recognition strategies, your company can foster a culture of appreciation that is continuous, inclusive, and aligned with modern work practices. This ongoing recognition can play a crucial role in enhancing employee engagement and motivation, ultimately contributing to a positive work environment.

Create employee engagement eCards that inspire your employees and show genuine gratitude.

2. Incentive Bonuses

Depending on the nature of your organization, giving an incentive bonus might be a natural extension of your employees’ work. For example, if your organization is a store that sells musical instruments, you might offer a commission system that incentivizes salespeople to work toward ambitious sales goals.

In other contexts, you may have to get creative with how you offer incentive bonuses. One popular way is to offer an annual holiday bonus, given at the end of the calendar year before the winter holidays, or as a retention award during performance reviews.

However you decide to offer bonuses, make sure you’re clear with your employees about who is eligible to receive a bonus, how much the bonus is worth, and how and when that bonus is paid out.

 3. Employee of the Month Program

An employee of the month program is a popular way to thank your top performers for all of their hard work and show them just how much your organization benefits from their efforts. To set up a fair and sustainable program, follow these steps:

  • Define the criteria for becoming Employee of the Month.
  • Create a nomination process that managers or peers can use to nominate employees for the award.
  • Form a committee to choose the winner of the award.
  • Select rewards the Employee of the Month will receive, such as bonuses, gift cards, special parking privileges, etc.
  • Promote the program to your employees.

The key to a successful employee of the month program is consistency. Be consistent in how you administer the program and in how you incorporate it into your internal culture. If your employees are excited about the program, it will be a great motivator for solid performance!

4. Pass a Post-It

This recognition idea is a simple one but goes a long way. Simply hand out some Post-its and pens to your employees, and encourage them to write words of encouragement or kind messages to their coworkers, sticking the Post-its on their desks or cubicle walls.

This is a quick and easy way to foster a spirit of appreciation within your organization and to get employees involved in recognizing each others’ contributions.

5. Workaversary Celebrations

Work anniversaries (also known as “workaversaries”) are exciting professional milestones and represent an employee’s loyalty and dedication to your organization. Consider celebrating individuals’ workaversaries in small and meaningful ways. For example, you might post about an employee’s achievements in the last year on LinkedIn, or write them a thoughtful card.

You can also celebrate large lengths of tenure, like a 5-year or 10-year anniversary at your organization. Consider making these celebrations a bit bigger, like a catered lunch or an after-hours work party. This can be an excellent way to demonstrate to all of your employees just how important retention is to your organization and its goals.

6. Personal Milestone Celebrations

In addition to workaversaries, there are plenty of personal milestones that your employees might experience, including:

  • Getting married
  • Buying a house
  • Having a baby
  • Adopting a new pet
  • Educational achievements

Show your employees that you care about their personal achievements by celebrating these memorable milestones. For instance, if an employee adopts a dog, you might gift them a bag of dog treats. Or, if they have a baby, you might send them a custom baby blanket featuring their child’s name.

Team-Building Employee Engagement Ideas

For your employees to enjoy their work experience at your organization, they need to feel connected to the people they’re working with. It’s great if your organization can facilitate healthy working relationships between coworkers, but employees will also benefit from building genuine friendships. In fact, Gallup has found that employees who have a best friend at work are more likely to get more done in less time, innovate and share ideas, and have fun while working. These team-building ideas can help you create an environment where strong relationships can grow between team members.

This image lists some employee engagement ideas related to team-building.

1. Group Activities or Outings

Try hosting activities during or outside of work hours that allow your team members to get to know each other. These might include:

  • Sporting events
  • Museum, art gallery, or theater outings
  • Cooking classes
  • Art or craft workshops
  • Picnics, barbecues, or potlucks

To engage your employees in these activities even more, hand the brainstorming and planning over to them. Create an “extracurriculars” budget (i.e., $20-$30 per participant) and allow employees to plan company- or team-wide outings of their choice once per quarter or once per year. This way, you’ll get many activities on the calendar quickly as well as a variety of different activities for employees to choose from to attend.

2. Team-Building Exercises

Team-building exercises are fun activities that groups of employees participate in to strengthen their collaboration and communication skills and to build trust with each other. You’re likely familiar with some popular team building exercises, like The Human Knot or trust falls.

However, there are a number of other exercises to consider, such as playing Two Truths and a Lie, working through an escape room together, completing a ropes course, creating a collaborative art piece, or playing the Blind Obstacle course game, where everyone helps blindfolded team members navigate obstacles and make it to the finish line.

Each of these exercises encourages your employees to unite, talk to each other, and work through problems and challenges together, strengthening their connections to one another.

3. Company Retreat

A company retreat is more of a large-scale employee engagement idea that will require some planning. A retreat gives you the opportunity to get your team together all in one place to enjoy work- and non-work-related activities alike. The best thing about a company retreat is that it sets aside some time for all of your team members to focus on their work relationships and create a collective memory together.

You don’t even have to go far to have a successful company retreat—even a day-long retreat at a local park or events center can give you plenty of time to ensure all of your employees are forming strong connections with each other.

4. Office Competitions

An office competition allows you to tap into your employees’ competitive spirits and encourage them to work toward a common goal. Here’s how to set one up:

  • Divide your employees into groups. For example, you might make each department its own team or create groups at random to encourage employees to interact with coworkers they don’t usually work with on a daily basis.
  • Choose the type of competition. There are many different types of competitions you could run, from a desk decorating contest to a trivia contest. One of the most popular types of office competition is a fitness challenge, where team members work toward a goal related to fitness or exercise. For instance, you might challenge your employees to see which team can walk the most steps in a month.
  • Select a reward. Motivate your employees to participate in the challenge by offering some sort of reward or prize to the winning team, like a trophy, an extra vacation day, or a catered lunch at the office.

Once you’ve set up your competition, you’ll need to get your employees on board. Don’t forget to continue encouraging participation and spreading enthusiasm for the competition even after it starts so they stay engaged for the duration of the competition.

5. Office-Wide One-Off Projects

No matter what your company does, whether you’re a consulting firm or a retailer (or something else entirely!), you and your employees are used to working together toward a common goal. But there are likely projects or initiatives you wish you could get to that are frequently put on the back burner for the sake of day-to-day priorities.

Why not put your team’s regular synergy to good use on a one-off project to try to accomplish something out of the ordinary? For instance, you could choose one project or initiative each quarter that team members will contribute to outside of their usual tasks.

Not only does a one-off project change things up for your team, but it also allows them to work more closely with team members they don’t usually collaborate with.

6. Team Member Spotlights

It’s important to consistently build a strong internal community at your company. However, this is especially tricky at large organizations, where team members might not always have the opportunity to interact with each other often or get to know new hires right away.

Help your employees get to know each other by creating and sending out team member spotlights. A spotlight should walk through some simple get-to-know-you information for each employee, like their name, background, hobbies or personal interests, and a fun fact about them. It will also be helpful to include their professional headshot and a link to their LinkedIn profile.

You can easily incorporate employee spotlights into company-wide meetings or emails.

7. Diversity, Equity, and Inclusion (DEI) Initiatives

How diverse is your team, and is your organization welcoming to all different types of people with a variety of backgrounds and experiences?

You can prioritize DEI in several ways, from adopting diverse hiring practices and establishing policies on gender- or race-based discrimination to conducting regular pay audits to ensure pay equity or making your office space more accessible for individuals with disabilities.

Each organization will have different DEI needs, so take into consideration where your own organization is starting from and how you can improve your efforts.

8. Employee Resource Groups (ERGs)

Many employees may benefit from joining an ERG, which are groups employees form over a shared characteristic, whether that is gender, lifestyle, ethnicity, or something else. For instance, employees at your organization might be interested in creating a working mothers ERG, or a group for veterans.

ERGs allow employees to come together and support each other in workplace. They may also advocate for the development of new policies related to their ERG’s needs, help each other develop professionally, or host social outings for individuals in the group to get to know each other better.

9. Sports and Recreation Clubs

Many of your employees may enjoy getting together to participate in a sports or recreation activity, whether it’s soccer or rock climbing. Encourage employees to start clubs that meet outside of work hours where they can pursue these interests.

These types of clubs also ensure employees stay active, which is especially important if their jobs require them to remain stationary or sit at a desk for most of the day.

10. Book and Film Clubs

Similarly, employees may enjoy getting together to discuss literature or film. These are also activities that can be held after work or during a lunch break.

The important thing with clubs is to make sure that you let your employees know that you fully support them in getting to know each other over shared interests. You can even go the extra mile by joining or creating a club yourself!

11. International Day Celebrations

International Days like International Women’s Day or Human Rights Day can be great opportunities to recognize and celebrate people within your organization. On international days you choose to recognize, send out an educational email, and incorporate some sort of related activity into your workday.

For instance, on International Women’s Day, you might start your morning meeting by highlighting a few women who have made a big impact on your field or industry.

In some cases, you might also celebrate important holidays from a variety of cultures. For instance, you might recognize both Hanukkah and Christmas in December by putting up a variety of holiday decor around your office.

12. Birthday Celebrations

It’s important to celebrate individuals, too. In addition to celebrating workaversaries or personal milestones, don’t forget that celebrating birthdays can be a great way to help individual employees feel valued and seen.

Keep these celebrations simple by providing the employee’s favorite treat during lunch and giving them a birthday card signed by their peers.

Skill Development Employee Engagement Ideas

Some employee engagement programs can simultaneously increase your employees’ job satisfaction and help them further develop their professional skill sets.

It’s critical for your company to offer opportunities like these because most employees want to learn and grow at their jobs. According to Zippia, 49% of employees say they would stay at a company longer if it invested in their learning and development, and 68% of employees say that training and development are the most important company policy.

Let’s look at some employee engagement ideas that will promote professional growth and skill development.

This image lists some employee engagement ideas related to skill development.

1. Strong Onboarding Process

You might be thinking, “Onboarding is already something we do. In fact, we have to do it every time we hire someone.”

That may be true, but that doesn’t mean you can’t think of onboarding as an opportunity to engage your employees, both old and new.

As you train new team members, involve long-time team members where you can. For instance, you might have current team members give presentations about their roles or departments to help orient the new team member.

This way, not only is the new team member learning from their manager, but they’re also getting the chance to interact with individuals from other areas of the company, growing their network and giving them a more expansive understanding of how the company works as a whole.

2. Job Shadowing

Job shadowing offers an opportunity for an employee to observe an employee in a different role and get an understanding of their responsibilities and daily tasks. This is a great way for a team member to explore different roles and consider their own options for their progression at your company.

For example, say an employee decides to shadow a manager on another team. They could observe the manager balancing their regular duties with management responsibilities, see how they communicate with their direct reports, and ask questions about why they decided to take a management path. With that information in their hands, the employee could then make informed decisions about the trajectory of their own career.

3. Mentorship Program

Try starting a mentorship program at your company, where senior team members mentor team members who are early on in their careers or new to your organization.

Through mentoring, your employees can learn new skills, get advice about their career paths, build friendships, and receive feedback on their performance. A mentoring relationship can also be a safe space for employees to voice ideas, concerns, and needs.

To identify team members who can serve as mentors in your program, look for individuals who:

  • Have substantial experience at your organization and in their field
  • Have the availability for regular meetings with their mentees
  • Are effective communicators
  • Are committed to your organization and its values

Though not every mentor needs to have management aspirations, it can be a great plus for those seeking management opportunities to be able to mentor other employees.

4. Skill or Knowledge Sharing

There’s likely a wealth of knowledge and skills in your company already. So, why not facilitate opportunities for employees to share their knowledge and skills?

Skill- or knowledge-sharing opportunities are presentations where an employee shares a skill they’ve learned in their role with the rest of your team. This is a great chance for employees to see what their coworkers’ roles are like and swap useful skills that make their work experience better.

For example, one employee might present their strategy for managing their email inbox. Another employee might discuss the sales process. No matter what your employees have to share, your entire team can learn something new.

These presentations are great to host as informal Lunch and Learn meetings.

5. Personal Training Budget

Every employee is different and will have unique professional development and training wants and needs. Empower your employees to pursue the professional development opportunities they’re most interested in by designating a personal training budget for each employee. For instance, you might cover $100 worth of training materials, conference registration fees, or online course costs for each employee each year.

As employees can choose which training opportunities they want to take advantage of, they’ll not only sharpen their skill sets but also learn skills that provide more value for your company. Don’t forget to encourage employees to share what they learn with the rest of your team.

6. Resource Library

Building and maintaining a resource library is an effective strategy for not only helping employees develop professionally but also preserving all the knowledge and skills that your team brings to the table.

Your resource library can include things like your employee handbook, online training courses, ebooks, podcasts, videos and webinars, training and safety manuals, and more.

To make sure your resource library is useful to your company, consistently direct your employees toward it when they have questions or when they express interest in professional development.

7. Personal Career Development Plans

Encourage your employees to work with their managers to develop a personal career development plan. These plans help employees visualize their professional futures and the steps they’ll need to take to achieve their long-term goals at your organization.

For instance, an employee may set a goal to become a manager, outlining the skills and attributes they’ll need to develop over a set amount of time to be eligible for a management position when the opportunity arises. Or, another employee may be interested in becoming a subject matter expert (SME) in a certain area, and, working with their manager, identify the online courses they need to take or conferences they need to attend to learn about a certain topic and become your organization’s go-to person for that subject.

8. Educational Assistance Programs (EAPs)

Some employers pay for employees’ education expenses through educational assistance programs. For instance, companies like McDonald’s and Walmart offer tuition assistance for eligible employees who want to pursue a college degree.

In addition to covering educational expenses like tuition, books, or online learning subscriptions, you can also provide flexible scheduling that allows employees to attend classes or study without sacrificing their work hours.

9. Leadership Training

Your employees may have aspirations to become managers or leaders themselves one day. Share your knowledge by hosting optional leadership training meetings consistently. You can cover topics like:

  • Delegation
  • Active listening
  • Problem-solving
  • Playing to your strengths
  • Strategic thinking
  • Influence and persuasion

You can also invite leaders from across the company to present on these and other topics. Make sure to provide plenty of personal experiences and anecdotes as you share how you’ve developed these skills over the years.

Health and Wellbeing Employee Engagement Ideas

Are your employees happy and healthy? Your employees’ physical, mental, and emotional health can all impact how they feel about their jobs and also affect other aspects of their lives (such as their relationships).

This next set of employee engagement ideas focuses on ways you can engage your team members through health and wellbeing initiatives and stresses the importance of the connection between employees feeling cared for at work and how engaged they are.

This image lists some employee engagement ideas related to health and wellbeing.

1. Stress Management Workshop

According to the American Institute of Stress, 83% of U.S. workers are stressed out by work, with 25% saying that their job is their number one stressor in life.

Even the best jobs and workplace situations can still leave employees feeling stressed out. This fact is important for you to acknowledge as an employer, and you can mitigate its negative impact by hosting a stress management workshop.

To host a workshop that will be useful to your employees, consider inviting someone with stress management experience (such as a therapist or psychologist) to lead the discussion. You’ll likely want your expert to cover the different types of stress, potential workplace stressors, how to gauge personal stress levels, and useful coping techniques.

Drive home the importance of stress management by following up with your employees after the workshop. For example, a few weeks after the workshop, you might invite people to report back on how their stress management efforts are playing out. Or, you might share a coping mechanism that recently worked for you.

2. Yoga or Meditation Sessions

Yoga and meditation are effective ways for people to focus on their mind and body connection and practice mindfulness.

Try hosting monthly, weekly, or even daily meditation or yoga sessions at your office. Thanks to technology like YouTube or mindfulness apps like Calm or Headspace, you don’t need to be a yoga or meditation expert to lead an effective session.

These sessions can be quick, giving you and your team just enough time to take a deep breath and center yourselves before diving back into your daily tasks.

3. Mental Health Support

A recent study by One Medical found that 64% of workers struggle with mental health issues. There are many ways your company can offer mental health support as part of its employee engagement efforts.

These include:

  • Launching an employee assistance program (EAP) focused on mental health
  • Providing mental health awareness training to managers
  • Offering a mental health stipend to help employees cover mental health costs like counseling
  • Developing policies that address mental health, such as a mental health day policy
  • Providing access to mental health resources like online self-help tools
  • Creating an inclusive, supportive culture and encouraging a healthy work-life balance

Though these methods can make a big difference to your employees, remember to emphasize the importance of working with a licensed mental health professional as needed.

4. Healthy Break Room Snacks

Who doesn’t enjoy a good snack during their workday?

Encourage your employees to stay on top of their physical health and eat a balanced diet by stocking your break room with healthy snacks. Granola bars, nuts, fruit and vegetable trays, and protein packs are all great options.

5. Field Day

A field day is a fun event where you and your employees can participate in fun field games and enjoy a day outside. You can host a field day at a local park, featuring activities like:

  • Three-legged races
  • Sack races
  • Egg and spoon races
  • Tug-of-War
  • Volleyball
  • Kickball

Your employees will enjoy spending time outdoors and working together to win each field game. Don’t forget to motivate your participants by offering fun prizes!

6. Stretching Sessions

Stretching relieves tension and stress built up throughout the work day.

Try scheduling a regular stretching session in the morning or afternoon and encourage employees to get up and stretch their arms and legs. This is also a great opportunity for employees to give their eyes, necks, and wrists a break from using a computer!

Work-Life Balance Employee Engagement Ideas

As an employer, it’s important to acknowledge that employees need balance in all areas of their life, especially when it comes to work and everything outside of work. You can do your part as an employer to encourage healthy boundaries between your employees and their jobs by employing the following engagement ideas.

This image lists some employee engagement ideas related to work-life balance.

1. Flexible Work Arrangements

Though a majority of workers still work in an office, 12.7% work from home and 28.2% work a hybrid model, according to Forbes. It’s clear that remote and hybrid work aren’t going anywhere, and there’s good reason for that.

Forbes also points out that a whopping 98% of employees want to work from home at least part of the time. Working from home offers a level of autonomy and flexibility that in-office workers just don’t experience.

Consider making your current work arrangements more flexible by offering more work-from-home time to your employees. However, remember that there is still value in having employees gather in an office.

You might help your employees get the best of both worlds by letting them choose which days of the week they’d like to work from home or requiring employees to come to the office on meeting-heavy days. This way, they can still socialize with their coworkers and work together face-to-face while also getting plenty of independent work time in at home on the other days of the week.

2. Paid Time Off (PTO)

PTO is likely a benefit you offer to your full-time employees, but what is your company’s culture like when it comes to actually using that PTO?

Make sure your employees feel comfortable taking advantage of their PTO and vacation days. Lead by example by using your own vacation time well, and make sure to discuss how time away from work can benefit employees both personally and professionally.

3. Family-Friendly or Plus-One Activities

If you choose to schedule fun activities for your employees to participate in outside of work hours, consider making some of those activities family-friendly or encourage employees to bring a plus one. This will encourage more people to attend, whether they feel more comfortable attending with a friend or partner, or aren’t able to attend regular activities due to childcare constraints.

Outdoor activities like field days or big events like your company’s holiday parties are great options for taking a family-friendly or plus-one approach.

4. Compressed Work Week

You’ve probably heard about the new trend in work scheduling, the four-day work week. This approach can look different depending on a company’s needs, whether employers choose to give employees one day off a week or just ask that employees work an average of 32 hours per week instead of 40.

A four-day work week trial in the U.K. resulted in increased revenue for participating companies and boosted employee well-being. If you’ve considered a compressed work week in the past, now may be the time to give it a try!

5. Encourage Breaks

We’ve all been there—feeling so busy at work that you opt to avoid conversations around the coffee pot, skip lunch, and hurry home just to work more after dinner. After all, it seems logical that more time spent on a task equals better results, but that’s not really the case.

In fact, working long hours on tasks without any breaks can leave employees feeling burnt out and frustrated with their jobs. Instead, research shows that planning and taking full advantage of breaks can help employees feel more energized and even boost their performance.

Make sure to encourage breaks in your workplace. You can do this in a number of different ways, from leading by example to encouraging employees to schedule regular breaks on their calendars. You can even ask managers to check in with their direct reports on a frequent basis to ensure they’re taking the breaks they need to do their best work.

6. Encourage Disconnecting After Work Hours

Especially in the day and age of smartphones, work can easily follow your employees home, making some feel like they have to respond to emails, calls, and text messages even when they’re not on the clock.

Boost engagement and encourage a healthy work-life balance by creating a workplace policy that encourages employees to disconnect after the work day. This practice can allow your employees to focus more fully on their friends, family, and hobbies outside of work.

Even if you expect your employees to keep up with their inboxes or answer the occasional call when on vacation, make it clear that you don’t expect them to be constantly available.

Communication and Feedback Employee Engagement Ideas

For your employees to feel truly involved and invested in your organization’s goals and overall success, you need to prioritize effective communication and feedback. The right strategies can help your team be more efficient and encourage individuals to grow and develop their skill sets. Check out the following employee engagement ideas related to communication and feedback.

This image lists some employee engagement ideas related to communication and feedback.

1. Open-Door Communication Policy

When your employees know that you’re open to hearing their questions, suggestions, comments, and more, you’ll experience benefits like:

  • Better employee morale
  • Faster problem-solving and decision-making
  • More effective collaboration
  • Enhanced trust in leadership

To make your open-door policy efficient, let employees know when you’re available for discussions. You might even consider holding “office hours” once a week and encouraging team members to hold comments or questions until that time.

2. Frequent Surveys

Surveys are a great way to gauge how your employees are feeling about certain topics or to source new ideas for your organization to run with. For example, you might send out a quarterly survey that asks your employees to identify any inefficiencies they see in their workflow or ideas they have for increasing revenue or decreasing costs.

Surveys work well because they allow everyone the time and space to communicate their ideas in writing. Plus, if you make some of your surveys anonymous, you’ll get more candid responses that will give you an accurate view of what’s going on in your workplace.

3. Suggestion Box Program

Suggestion boxes encourage team members to share any time they have a great idea for improving a process or making your organization a better place to work.

Depending on the nature of your workplace, your suggestion box may be a physical box or an online spreadsheet where people can leave their ideas. Either way, make sure to check the “box” regularly.

It will also be important to respond to each idea so that individual contributors feel heard. Even if your organization won’t be running with an idea, it can be helpful to provide feedback on the idea and thank them for the suggestion.

4. Regular One-on-One Meetings

One-on-one meetings between managers and their direct reports can be an effective way to encourage consistent communication between employees and company leadership.

Harvard Business Review recommends managers have one-on-one meetings with each employee for 30 minutes each week and that managers prioritize listening over speaking. This meeting is an employee’s opportunity to talk about what is going well in their role and seek guidance about how to improve or overcome challenges, so letting them lead the charge on what they want to talk about is crucial.

5. Performance Reviews

Chances are, your organization already holds regular performance reviews at least once each fiscal year. However, your performance review process is worth revisiting if you’re looking for ways to improve employee engagement. Follow these tips from RealHR Solutions to improve how you conduct reviews:

  • Identify what you want to accomplish by holding performance reviews.
  • Have managers share self-assessments with employees, as well as instructions for completing them.
  • Have employees complete and share their self-assessments.
  • Ask managers to gather feedback on each individual’s performance from their peers, clients, and others who work with them.
  • Have managers review employees’ self-assessments and complete performance review forms.
  • Hold performance reviews to cover key accomplishments and improvement opportunities, as well as any compensation changes.
  • Have managers and their direct reports consistently revisit goals set in the most recent round of reviews.

Remember, you can always improve your performance review process down the road. You might even ask your employees what they see as the most valuable parts of the process and what needs to be optimized further.

6. Internal Newsletters

Keep your employees in the loop by sending out a monthly internal newsletter. This is a great place to provide company-wide updates and celebrate things like birthdays, workaversaries, and more.

To ensure that your newsletters don’t go straight to your employees’ email trash bins, make them interesting to read. Include visuals like photos from your last company party or links to a recent TedTalk your organization’s leadership highly recommends.

Wrapping Up: Inspire Your Employees With a Solid Engagement Strategy

Fully engaging your employees is key to long-term organizational success, and there are dozens of ways to do so, from engaging in corporate philanthropy to starting a company book club or implementing an open-door communication policy.

In this guide, we’ve covered the ins and outs of employee engagement, as well as some of our favorite ideas for your organization to try. Consider your own organization’s engagement levels and culture, and pick a few ideas that you want to implement.

Don’t worry if there’s a bit of a learning curve as you get started—the best employee engagement strategies will take some tweaking to get right! However, your efforts will pay off down the road as you strengthen your workplace and retain your employees for the long term. You’ve got this!

Ready to keep learning about employee engagement opportunities? We recommend these resources:

Click through and learn more about how auto-submission can positively impact your employee engagement efforts.

Double the Donation and EnMotive Connect to Bring Matching Gifts Automation to Event Fundraising

Double the Donation, the leader in corporate matching gifts automation has partnered with EnMotive, an event production-turned-event management and fundraising software provider, to bring the power of Double the Donation matching gifts automation to EnMotive fundraising pages.

“An integration between EnMotive and Double the Donation means that matching gifts become accessible to donors who are already engaged in meaningful and unique ways with the nonprofits they support,” said Kyle Cameron, Vice President Product Development at EnMotive. “We’re excited to see the value this adds to our nonprofit partners’ event fundraising.”

The integration allows donors to discover their match eligibility from within the giving process. A donor can simply search their employer name while making a donation on an EnMotive form, then immediately begin their next steps from the confirmation page. After a donation is made, the record is sent to Double the Donation to automate email streams to drive the match to completion.

“The world of matching gifts is still largely unknown to huge populations of eligible donors across the country,” said Adam Weinger, President at Double the Donation. “We’re excited to be collaborating with EnMotive so our mutual clients can reach out to even more donors, particularly in the event fundraising space.”

The EnMotive and Double the Donation integration is now available to users with EnMotive and Double the Donation accounts. Follow our integration guide and get connected in minutes. 

Are you an EnMotive user ready to start your matching gifts automation journey? Request a demo of Double the Donation and let us know you use EnMotive for event fundraising!

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 EnMotive: As event producers, we set out to develop an event management software that solves all your needs in creating a seamless, successful event.  Fifteen years and thousands of development hours later, EnMotive comes to you as the first platform to provide customization and flexibility for any type of event, offering advanced features no other registration platform has, letting you focus on your business.  The EnMotive event management software and suite of services encompasses: registration, ticketing, photography, timing and results, check-in, fundraising, marketing, volunteer management, and full event production. Our suite of services is backed by experienced staff to bring your event full circle.

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 and educational institutions 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, and even partners with select CSR platforms to further streamline matching gifts for donors. Through Double the Donation, the matching gift process has never been simpler.

Engaging Multigenerational Donors With Workplace Giving

Engaging Multigenerational Donors [With Workplace Giving]

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

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

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

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

The Unmatched Value of Multigenerational Donor Engagement

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

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

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

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

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

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

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

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

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

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

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

Top Fundraising + Workplace Giving Strategies by Generation

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

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

The Matures

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

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

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

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

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

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

Baby Boomers

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

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

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

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

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

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

Generation X

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

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

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

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

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

How to engage Millennial donors with workplace giving

Millennials

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

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

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

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

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

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

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

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

How to engage Gen Z donors with workplace giving

Gen Z

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

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

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

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

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

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

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

LEARN MORE ABOUT CONNECTING WITH YOUNG DONORS

Collecting Donor Data to Segment Your Engagement Strategy

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

Demographic Information

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

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

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

Collect age data to engage multigenerational donors with workplace giving

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

Employment Data

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

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

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

Collect employment data to engage multigenerational donors with workplace giving

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

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

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

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

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

Increases awareness of the opportunity for all supporters.

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

Facilitates easy personalization.

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

Appeals to all levels of tech savviness.

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

Tracks and drives more matches to completion.

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

Engaging multigenerational donors with workplace giving software


Final Thoughts

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

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

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

Best of luck!

Sources:

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

How to Harness Peer-to-Peer Fundraising and Matching Gifts

How to Harness Peer-to-Peer Fundraising and Matching Gifts

Peer-to-peer fundraising is a great way to extend your fundraising reach and collect additional revenue to fuel your mission. So is a well-thought-out matching gift marketing plan. When you combine the power of peer-to-peer fundraising and matching gifts, you’ll have something particularly impactful in store for your organization.

But how can you marry the two strategies to produce a fundraising effort that brings giving and engagement to new heights for your cause? Walk through the key steps and recommendations here to find out.

In this informative guide, we’ll cover the following:

Your supporters love giving to your mission in a way they know is making a difference. Peer-to-peer fundraising and matching gifts each allow them to expand their impact beyond what would have been possible on their own.

Now, let’s jump in!

Unlock the power of peer-to-peer fundraising with matching gifts.

Peer-to-Peer Fundraising Basics

Before we dive into our specific tips for layering peer-to-peer fundraising and matching gifts, it’s important to establish a solid understanding of the peer giving opportunity. Here’s a quick refresher:

What is peer-to-peer fundraising?

Also known as P2P, social, or team fundraising campaigns, peer-to-peer fundraising is a key revenue-generation strategy for nonprofits, schools, and more. This method is characterized by individual fundraisers leveraging their personal networks to solicit donations on behalf of the causes they support.

Peer-to-peer fundraising illustration

In other words, with a peer-to-peer fundraising approach, an organization empowers its donors, volunteers, and other supporters to request funds from friends, family, colleagues, and anyone else in their social orbits.

Today, these gifts are largely contributed online, often facilitated through dedicated peer fundraising tools that provide each volunteer with a personalized fundraising page. From there, fundraisers are encouraged to customize their campaign pages to share information regarding their background, stories, and connections to the organization’s cause.

Major benefits of peer fundraising

Peer-to-peer fundraising is a unique way to garner support from existing supporters through their personal connections. This model expands fundraising reach organically⁠—and exponentially⁠—effectively tapping into diverse segments and demographics an organization may have been unable to reach on its own.

Check out this example:

Let’s say your nonprofit pet shelter has a generous and devoted donor named John Doe. John Doe gives regularly to support the organization from which he adopted his beloved furry friend a few years back. You’re familiar with John, who is a key contributor to your cause. However, you don’t know the individuals in John’s network⁠—his family, friends, colleagues, and more. You’d love to expand your reach to encompass more people like him, so you initiate a peer-to-peer fundraising campaign to which John signs on as an ambassador.

Throughout the course of the fundraiser, John encourages his loved ones to support his efforts on behalf of your organization. He personalizes his fundraising page with photos and stories of his cherished pet in the time since it was rescued.

Sample peer-to-peer fundraising page

When he shares the link to his campaign, those in John’s circle are eager to pledge their support for his upcoming fundraising walk. After all, they know how much John’s pet means to him, and they have your organization to thank for it!

Peer-to-peer fundraising thrives on the authenticity of personal narratives, making campaign asks increasingly compelling for those who get involved. Or, at the very least, it gets your organization’s name and cause out in front of a greater audience, driving increased awareness for your mission.

The viral nature of the campaigns also amplifies visibility, attracting new supporters and establishing social proof⁠. That’s the belief that when individuals see their peers supporting a cause, they’re more likely to do so—ultimately leading to more giving overall.

Check out this brief benefit breakdown to see more advantages of peer fundraising:

Benefits of peer-to-peer fundraising and matching gifts for nonprofits

  • Engaging with new audiences ⁠— When your supporters reach out to their own networks with a fundraising ask on your behalf, you’re able to reach groups who may have been previously inaccessible to your team on their own. Once these new supporters have gotten involved, you can begin the process of stewarding them into long-term donors themselves!
  • Providing new ways for supporters to get involved ⁠— Many of your supporters would love to give more than their financial limitations will allow. Peer-to-peer fundraising can be a great way for this group to extend their support in a new and exciting way⁠—especially when you add in matching gifts!
  • Increasing fundraising ROI ⁠— The decentralized structure and volunteer-driven nature of peer-to-peer giving campaigns reduce initial fundraising costs. This allows your team to reinvest those resources elsewhere, including funneling more into tangible impact on your mission.

And it’s a popular way for individuals to show their support for their favorite organizations! In fact, fundraising research estimates that over 10% of all U.S. and Canadian donors participate in peer-to-peer fundraising efforts benefitting nonprofit organizations.

Here’s why:

Benefits of peer-to-peer fundraising and matching gifts for supporters

  • Driving cause-related impact ⁠— Your donors care about your mission, and they want to see your organization make an impact in that realm. Supporters are typically happy to become advocates for your cause when they know it will make a positive difference.
  • Strengthening mission ties ⁠— The more connected a supporter feels to your organization, the more likely they are to stay engaged with your efforts over time. Becoming a peer fundraiser for your cause places an individual squarely on your team, reinforcing an existing bond that keeps them coming back time and time again.
  • Growing sense of achievement ⁠— Empowering individuals to champion causes within their networks fosters a sense of ownership and community engagement. And when they bring in any amount of funding for the organization for which they’re fundraising, they’re able to feel a significant sense of accomplishment in the role that they’ve played.

And don’t forget the benefits reaped by your organization’s beneficiaries, either. With additional funds flowing into your nonprofit and more dedicated donors to sustain your efforts in the long run, your mission’s audience can experience new and improved programs and services, too!

Popular types of peer-to-peer fundraisers

Peer-to-peer giving is not a one-size-fits-all effort. In fact, there are countless campaign types and fundraising ideas your institution may choose to implement. And they can all provide substantial results in terms of engagement, funding, and more.

Here are a few of the most familiar examples of peer-to-peer fundraising to consider:

  • Sample peer-to-peer fundraising effortRun/walk/rides ⁠— Including 5K races, marathons, cycling events, and more, participants seek sponsors who donate or pledge their support for the effort.
  • Other “thon-style” events ⁠— Supporters partake in any continuous activity (dancing, reading, gaming, standing, etc.), while loved ones pledge funds to fulfill after the event based on their sponsee’s performance.
  • Birthday or holiday fundraisers ⁠— Foregoing traditional gifts, supporters request donations to a chosen organization. This empowers personal celebrations like birthdays and holidays to make a difference for their favorite causes. (Think: Facebook Fundraisers!)
  • Personal challenges ⁠— Participants take on individual challenges, such as giving up a habit, learning a new skill, or setting a personal goal. Then, for every day/practice/success/etc., pledgers contribute their support accordingly.
  • Memorial or tribute campaigns ⁠— Campaigns held in honor of a loved one. Typically supporting a cause that held significance to the recently departed. (e.g., “In lieu of flowers, please consider making a donation to [designated charity] using the giving page linked here.”)
  • Giving days or months ⁠— Campaigns hosted within designated short-term fundraising periods. Often based around affinity months or mission-related celebrations (e.g., LGBTQ+ pride month, breast cancer awareness day, Giving Tuesday, etc.)

The consensus? Many of these efforts incorporate impact-driving elements such as urgency, gamification, digital engagement, and healthy competition. The diverse campaign options not only raise support effectively but also cultivate a sense of shared purpose and community.

The Impact | Multiplying P2P Success With Matching Gifts

Did you know combining the power of peer-to-peer fundraising and matching gifts can assist organizations in reaching and surpassing their fundraising goals?

When a company offers matching gifts, it agrees to double (or triple) the donations its employees make to qualifying nonprofits. As a result, matching gifts can offer a powerful multiplier effect to nearly any fundraiser, bringing about astounding success.

Peer-to-peer fundraising and matching gifts illustration

One of the best examples is with peer-to-peer fundraising campaigns. Combining peer-to-peer fundraising and matching gifts will effectively scale up your efforts by directing additional revenue toward your cause. And it’s not just the corporate funding, either. Individual donors are more likely to give⁠—and to give generously⁠—when they know a match is available.

Why? Peer-driven campaigns naturally foster a sense of community and shared purpose. When coupled with the heightened impact produced by matching gifts, they become even more compelling.

In fact, corporate giving research indicates that mentioning matching gifts leads to a 71% increase in fundraising response rates. And organizations see 51% growth in their average donation size compared to gift appeals that don’t incorporate matching gifts.

Incorporating matching gifts into your overall peer fundraising strategy also allows donors to make a greater impact on your mission. Matching gift donors are more inclined to have a positive giving experience and, thus, stay involved with your organization in the long run.

4 Ways to Secure Matching Gifts From Peer-to-Peer Fundraising Campaigns

There’s a wide range of companies that offer matching gift programs, and the programs themselves can vary from one employer to the next. All in all, we’ve identified four key ways organizations can secure matching gifts from peer-to-peer fundraising campaigns.

These include the following:

Matching event registration fees

When supporters sign up for your organization’s upcoming peer-to-peer fundraiser, they may be asked to pay a registration or participation fee. Did you know that these types of transactions can qualify for a match from the individual’s employer?

Different companies set different rules to guide their matching programs and establish which types of gifts they will match. However, the most common stipulation is that the contribution to the organization should be a tax-deductible one. While registration fees (as a whole) typically do not fall into this category, a crucial portion of the fee likely does qualify for a tax deduction. Thus, the individual needs to know how much of their total transaction falls under this umbrella and, therefore, is matchable.

For example, let’s say a $50 fee buys an event t-shirt and meal for each registrant. In that case, you’d need to calculate and deduct the Fair Market Value (or FMV) of those items⁠—as well as any other provisions⁠—from the total transaction amount. What’s left likely qualifies for a corporate match from the registrant’s employer.

Matching gifts for peer-to-peer fundraising registration fees

Our recommendation: As you implement a peer-to-peer event registration process, be sure to embed a matching gift search tool to collect employment data within your online registration form. Once equipped with this information, you and your donors will be empowered to locate available matching gift opportunities and take the appropriate next steps in the process!

Matching individual P2P donations

In addition to volunteer fundraisers soliciting donations on your organization’s behalf, another key player in the peer-to-peer fundraising game is the one (or many) who support the cause through a loved one’s P2P page. And this group can qualify for matching gifts, too!

Thus, ensure that any matching gift promotions incorporated in your traditional giving process are also reflected in your peer-to-peer efforts. (For example, collecting employment data with a company search tool on your donation form, incorporating a program database widget on your confirmation screen, browsing for corporate email addresses, instituting automated email cadences, and more.)

In this scenario, the match experience is the most similar to a gift contributed through your organization’s standard donation form equipped with Double the Donation functionality. An individual fills out an online giving form, provides their company name using a search tool, and submits the contribution. The biggest difference is that the gift is facilitated through a peer-to-peer fundraising platform rather than your basic donation tool.

Matching individual donations to peer-to-peer fundraisers

Our recommendation: If you’ve invested in a matching gift automation tool like Double the Donation, be sure to enable integrations with all of your giving tools! This should include your standard giving forms, CRM or donor database, and peer-to-peer fundraising platform.

Luckily, Double the Donation seamlessly partners with 100+ of the sector’s largest donation and peer giving tools. Adding the functionality to your P2P forms should be simple! Just remember: you don’t want matches to go unclaimed just because this fundraiser is being hosted on a new platform.

Matching fundraisers’ total collected gifts

Most companies’ matching gift policies require that matchable gifts are contributed directly by the employee requesting a match. But some employers offer fundraising matches, too⁠—either as a subcategory of matching gifts or a separate program altogether.

What’s the difference?

In a fundraising match program, a company matches the sum of all gifts contributed to an employee’s peer-to-peer fundraising campaign. Despite the funds not coming directly from the individual’s wallet, the employer supports their fundraising efforts by doubling all donations. (E.g., John Doe collects $1,572 from 18 donors in his network. John’s employer, State Street Corporation, provides a fundraising match for an additional $1,572, bringing his total to $3,144.)

Matching peer-to-peer fundraisers' total collected gifts

While these programs are less commonly offered than traditional matching gifts, the impact, when available, can be significant. So, it’s not something you want to overlook, especially when looking to revamp your peer-to-peer fundraising and matching gifts efforts.

Our recommendation: Use the employment data collected within the peer-to-peer registration process to screen for any existing fundraising match programs your participants’ employers may offer. If available, pass the information along to your supporters and encourage them to take the next steps outlined in their companies’ program guidelines.

Remember: implementing an automation tool like Double the Donation allows you to effectively leverage your donors’ workplace giving information and uncover the best opportunities for support through your donor base!

Establishing custom matching gift partnerships

Sometimes, companies are interested in giving back to their communities and in getting their employees on board to do so. However, they don’t yet offer existing matching gift initiatives. In this case, they may decide to form a custom matching gift partnership with a specific nonprofit organization. And this final type of matching gift program pairs particularly well with peer-to-peer fundraising.

All a company has to do is let its employees know they’re sponsoring an upcoming fundraising event⁠—such as a run/walk/ride⁠—by matching team members’ associated gifts. The match offer will incentivize employee participation in the campaign and ultimately drive more revenue and engagement for your organization.

Custom matching gifts and peer-to-peer fundraising example

Our recommendation: Scour your database for dedicated supporters employed by companies without matching gift programs already. Then, see if these individuals would be interested in taking on a unique advocacy role for your organization. If so, encourage supporters to pitch custom matching gifts to their employers in tandem with an upcoming peer-to-peer fundraising event. We even provide a helpful template for doing so in this guide!

Alternatively, you may decide to reach out to such companies on your own. Still, pursuing partnership opportunities with your supporters’ employers can be an excellent way to get your foot in the door. Plus, it allows your team to demonstrate shared interests and audiences with a prospective partner.

Best Practices for Smart Peer-to-Peer Fundraising and Matching Gifts

Setting your organization up for maximal matching gift success is easy when you know what to do. Check out these expert-approved best practices to promote awareness and participation in matching gifts and peer-to-peer fundraising efforts alike.

1. Prepare P2P fundraisers with matching gift knowledge and resources.

One critical challenge facing nonprofits in their peer-to-peer fundraising and matching gifts efforts is a lack of knowledge altogether. If donors have no idea their employers will double their contributions to your cause, they won’t take the steps required to request their company matches. Thus, to address the awareness issue in a peer-to-peer fundraising campaign, we recommend empowering volunteer fundraisers with the knowledge and resources to advocate for the opportunity to their peers.

This way, if a potential donor were to seek information regarding a donation match, the fundraiser would know how to handle the inquiry. You should also provide a range of easily accessible resources, such as pre-made graphics, email, text, and social media templates, and other educational materials they can use to inform their own audiences about the chance to amplify their support.

Sample peer-to-peer fundraising matching gift graphic

For example, a supporter fundraising for a pet rescue might share a graphic like this one on their social media pages. In the caption of their post, they’d link to the organization’s dedicated matching gifts page where interested donors can learn more about the opportunity.

2. Provide supporters with FMV/tax deduction info regarding their gifts.

Since most companies will only match the tax-deductible portion of any nonprofit transaction, simplify the process for all parties by making this information readily available.

We suggest identifying the figure beforehand and providing it for each event participant. Consider building it into the registration page itself, the payment confirmation screen, and a follow-up email that includes the complete gift receipt.

Simplify peer-to-peer fundraising and matching gifts with FMV and tax deduction information

In order to calculate the tax-deductible total, you’ll need to determine the Fair Market Value⁠—or what your event ticket is tangibly worth. According to the IRS, an item’s FMV is the price it would sell for on the open market. Or the price that would likely be agreed on between an informed and willing buyer and an informed and willing seller.

Subtract that figure from your total transaction cost, and you’ll have your tax-deductible donation amount!

3. Automate the process with an integrated peer-to-peer and matching gift solution.

Nowadays, successful peer-to-peer campaigns rely on powerful and user-friendly giving platforms designed specifically for social fundraising success. In order to incorporate matching effectively, it’s important to equip your team with a seamlessly integrated matching gifts solution.

Doing so allows you to scale up your matching gifts identification, education, follow-up, and reporting with no additional effort required of your fundraising team. For example, Double the Donation provides:

  • Screening and identification tools to uncover match-eligible donors in your database
  • A user-friendly search widget for donors to research their eligibility and take guided steps to complete their submissions
  • Automation capabilities to streamline tailored outreach to these donors
  • Security features to protect private donor and organization data
  • A full reporting dashboard that aids in measuring and analyzing your organization’s matching gift efforts
  • Ready-built integrations with each of the leading peer-to-peer fundraising platforms

The platform can even streamline the donor experience by providing supporters easy access to the information they need. And it ultimately increases the likelihood of successful matching gift submissions⁠—meaning more funding for your organization.

Interested? Check out this two-minute overview to learn more:

Bonus! How Top P2P Organizations Incorporate Matching Gifts In Their Efforts

See the above practices in action. Explore the ways these well-known organizations encapsulate smart matching gifts and peer-to-peer fundraising initiatives. As you get inspired, make a note of the strategies from which you think your team can benefit.

P.S., the following organizations are part of the Peer-to-Peer Top 30⁠—an annual breakdown of the highest-grossing social fundraising events each year. These three were also featured in this Top Nonprofits analysis of leading organizations’ matching gift digital efforts!

Leukemia & Lymphoma Society’s Light the Night

Hosted by the Leukemia & Lymphoma Society, Light the Night is one of the largest peer-to-peer fundraising walks each year. And the LLS team behind the event does an excellent job integrating matching gifts into their efforts.

How? The Leukemia & Lymphoma Society strategically mentions matching gifts in the Light the Night donation form to ensure all donors are exposed to the opportunity. Plus, it also uses the form to collect employment information, which is then used to screen for match-eligible gifts.

Here’s what the peer-to-peer fundraising form looks like:

Light the Night's peer-to-peer fundraising and matching gifts efforts

Then, after giving, supporters receive thoughtful follow-ups reminding them about potential matching opportunities and encouraging them to get involved.

Dana–Farber Cancer Institute’s Pan-Mass Challenge

The Pan-Mass Challenge, which benefits Dana-Farber Cancer Institute, goes above and beyond to incorporate matching gifts into its peer-to-peer fundraising efforts.

How? The cycling event hosts a detailed matching gifts page on its website, complete with an embedded matching gift company search tool and other valuable information. When a donor searches their employer’s name, they’re provided with an in-depth breakdown of an associated matching gifts program. This includes eligibility criteria, match information, and even direct links to their online submission forms.

Take a look at the matching gift page here:

The Pan Mass Challenge's peer-to-peer fundraising and matching gifts efforts

By providing easily accessible information, the Pan-Mass Challenge team ensures donors are equipped with the tools needed to take advantage of matching gift opportunities should they choose to do so.

Alzheimer’s Association’s Walk to End Alzheimer’s

The Alzheimer’s Association’s Walk to End Alzheimer’s takes a proactive approach to matching gifts within its peer-to-peer fundraising campaigns. After gathering employment data within the giving process, the organization segments donors by match eligibility and triggers targeted follow-ups accordingly.

For match-eligible donors, these follow-up emails include direct links to their companies’ guidelines, policies, and online submission links. It ultimately simplifies the process for donors to initiate matching gift submissions on their own.

Check out a sample matching gift follow-up email below:

Walk to End Alzheimer's peer-to-peer fundraising and matching gifts efforts

This type of strategic post-donation communication ensures that matching gift opportunities⁠—and the organization itself⁠—remain at the forefront of donors’ minds. And it gives each recipient an easy way to maximize the impact of their contributions in support of the cause.

Explore 360MatchPro matching gift case studies


Final Thoughts on Peer-to-Peer Fundraising and Matching Gifts

Matching gifts can take your peer-to-peer fundraising events to the next level. You might be surprised at how quickly your investments in the strategies can multiply! Just ensure you use the right tools and approaches to get the most out of the efforts for your organization.

Educate your staff and supporters on the opportunities at play. Communicate the tangible impact of matching gifts to inspire participation. And automate the process from start to finish to scale up your fundraising efficiency.

Keep learning! Check out these additional resources to continue growing your peer-to-peer fundraising and matching gifts knowledge:

Bring your fundraising to new heights with matching gifts and P2P fundraising CTA

Learn the ins-and-outs of CSR reporting software for businesses.

CSR Reporting Software: An Introductory Guide for Businesses

As companies like yours strive to meet their sustainability goals, track their environmental impact, and demonstrate their commitment to corporate social responsibility (CSR), the need for efficient and effective reporting software has never been more crucial. That’s where CSR reporting software comes in.

In this guide, we’ll cover everything you need to know about CSR reporting software, including:

Whether you’re a small business looking to get started with CSR reporting or a multinational corporation seeking to enhance transparency and accountability for your existing programs, these insights will help you maximize the value of your chosen software.

Check if your CSR platform integrates with 360MatchPro to maximize the ease and effectiveness of your program via auto-submission.

Understanding CSR Reporting Software: 3 FAQs

Before we dive into the specifics of CSR reporting software, explore these frequently asked questions to ensure you have all the foundational knowledge you need:

What is CSR reporting software, and why do companies use it?

CSR reporting software refers to a set of specialized tools designed to help organizations track, manage, and report on their philanthropic initiatives.

Companies of all sizes use CSR software and reporting features to streamline the process of collecting and analyzing data related to these efforts. It enables them to generate comprehensive reports that showcase their commitment to responsible business practices, transparency, and accountability.

Is CSR reporting mandatory?

In most countries, companies are not legally obligated to produce reports related to their philanthropic, ethical, and environmental initiatives. However, many organizations still choose to engage in CSR reporting to demonstrate their commitment to becoming a more socially conscious organization.

Keep in mind that regulatory landscapes can change over time, so it’s important for companies to stay informed on CSR standards in their jurisdictions and industries.

How can CSR reporting software benefit my organization?

CSR reporting software offers several benefits, including:

  • Enhanced efficiency: These tools streamline data tracking, management, and analysis, reducing manual effort and the risk of errors.
  • Data-driven insights: The software provides valuable insights into CSR performance, helping your business identify areas for improvement.
  • Stakeholder engagement: CSR reports can be shared with stakeholders, including investors, customers, and employees, to demonstrate responsible business practices and build trust.

While implementing new software requires an investment of time and resources on your company’s part, the benefits far outweigh the costs.

4 Features to Look for in CSR Reporting Software

Prioritize these four features in your search for the best CSR reporting software:

A graphic listing the four features to look for in CSR reporting software, listed in the text below.
1. Customization

Every organization’s CSR initiatives, objectives, and data requirements are unique. Customizability allows your company to tailor the software to align with your specific sustainability goals, industry standards, and regulatory compliance needs.

Work with developers to ensure that the software can accommodate your operational nuances. For example, if your organization decides to focus on environmental sustainability, you might require custom fields to track greenhouse gas emissions, energy consumption, and water usage to assess and reduce your environmental impact.

2. Integration

Integration allows for a seamless exchange of data between CSR reporting software and other systems. Combining financial, operational, and sustainability data can provide a more complete picture of your CSR performance and facilitate improved decision-making.

Prioritize integrations that are relevant to your CSR-related goals. For instance, businesses that have robust matching gift programs should ensure that their CSR software integrates with a nonprofit-facing matching gift platform with auto-submission capabilities, such as Double the Donation Matching. Auto-submission streamlines the process of requesting, submitting, and reporting on matching gifts. As a result, you can increase your company’s philanthropic impact in less time.

For more information on matching gift auto-submission, watch this video:

3. Automation

Prioritize automation in your search for CSR reporting software, as it can significantly streamline the reporting process, enhance data accuracy, and save valuable time and resources. This makes it easier to meet reporting deadlines and focus on strategic sustainability initiatives.

Consider investing in software that has AI-driven analytics and reporting tools that can identify trends and insights automatically, reducing the need for manual data analysis. It’s also important to seek references or testimonials from current users who can attest to the software’s automation capabilities and its effectiveness in simplifying their CSR reporting processes.

4. Scalability

As your business evolves and expands, your CSR reporting needs may increase. Scalable software can handle large data volumes, accommodate additional users, and adapt to changing reporting requirements without compromising performance or data integrity.

Start by clearly defining your current and future reporting needs. Consider factors like the number of data sources, the volume of data, the complexity of reporting, and any potential growth projections.

Then, review the software’s architecture. Scalable software should be designed to handle increased loads by distributing resources efficiently. Prioritize cloud-based solutions as they can often handle large amounts of data without significant performance degradation.

How to Make the Most of CSR Reporting Software

If CSR reporting software seems like it would be a positive investment for your organization, follow these tips to ensure that its implemented correctly.

Define Clear Objectives and Metrics

Before using CSR reporting software, define clear objectives for your reporting efforts. Determine what you want to achieve through CSR reporting, whether it’s improved transparency, compliance with reporting standards, or better stakeholder engagement.

Then, identify key performance indicators (KPIs) and metrics that are relevant to your organization’s CSR goals. These may include:

  • Number of volunteer hours: Track the total number of hours volunteered by employees to understand their level of commitment to your corporate volunteerism initiatives.
  • Donations raised: Determine how much money has been raised through your CSR initiatives, whether that be through fundraising events, donation drives, or employee matching gifts.
  • Organizations or causes supported: Keep track of the number of organizations or causes supported through volunteering efforts to demonstrate the full extent of your impact.
  • Employee engagement: Measure employee satisfaction with and participation in CSR initiatives to understand how these initiatives have affected your work environment and morale.

When measuring the impact of CSR initiatives, a combination of quantitative and qualitative metrics can provide a comprehensive understanding of your programs’ outcomes.

Leverage Data Visualization Tools

Most CSR reporting solutions come with data visualization tools that allow you to create visually appealing charts, graphs, and dashboards. These visuals can help stakeholders understand your performance at a glance.

Keep these tips in mind as you visualize data:

  • Choose the right visualization type. Selecting the appropriate visualization type is crucial for effectively conveying information. Consider the nature of the data and the story you want to tell. Common visualization types for CSR reporting include bar charts, pie charts, line graphs, maps, and infographics. Each type has its strengths and is suitable for different types of data.
  • Keep it simple and clear. Avoid cluttering the visualizations with excessive information or unnecessary design elements in your reports. Keep the visuals clean, uncluttered, and easy to understand.
  • Add context and storytelling. Use visualizations to tell a compelling story about your CSR initiatives. Incorporate narratives or descriptions to provide additional context and explanations for the data being presented. Use annotations, titles, and captions to guide the viewer’s attention and highlight key insights.

Remember that your choice of visualization techniques should align with the specific data and objectives of your CSR reporting.

Provide Comprehensive Training

Take these steps to ensure that your company’s staff members are equipped with the necessary skills and knowledge to effectively use your CSR reporting software:

  • Provide comprehensive training materials. Develop training materials that cover all aspects of using the CSR reporting software. Consider providing both written and visual resources to accommodate diverse learning preferences, such as user manuals, video tutorials, step-by-step guides, and FAQs.
  • Hands-on training and practice. Offer hands-on training sessions where employees can actively engage with your CSR reporting software. Provide opportunities to practice inputting data, generating reports, and navigating different features. Address any questions or challenges that arise during the training sessions.
  • Ongoing support and resources. Establish a support system to assist employees after the initial training. This can include a dedicated help desk or support team that they can reach out to for assistance or troubleshooting.

Effective training is a continuous process. Regularly assess staff needs, gather feedback, and refine training materials and sessions accordingly.

A Final Note About CSR Reporting Software

As you embark on your journey toward effective CSR reporting, remember that the right software is not just a tool—it’s a strategic asset that can drive positive change and elevate your organization’s reputation in an increasingly socially conscious world. Use this foundational knowledge to guide your search and invest in the right solution for your organization.

For more information on CSR, check out these additional resources:

Check if your CSR reporting software integrates with 360MatchPro to maximize the ease and effectiveness of your program via auto-submission.

In this guide, we’ll walk through how your company can create a CSR strategy that engages employees and generates a lasting impact on society.

Creating a CSR Strategy: How to Forge a Lasting Impact

There are many markers of a successful business—from pulling in huge profits to maintaining highly engaged employees. To truly stand out in today’s society, however, companies must have a strong corporate social responsibility (CSR) strategy. They must demonstrate to employees, customers, and other stakeholders that they are not merely service or product providers, but upstanding corporate citizens with a duty to make the world a better place.

Ready to become a leading company in CSR? We’ll cover everything you need to know about creating an impactful CSR strategy in the following sections:

Your company’s reputation depends on not only how much you make but also how much you give. Philanthropy has become an increasing priority, with corporations donating over $21 billion to nonprofits just in the last year—a 13.4% increase from the previous year. To ensure your long-term success and sustainability, it’s time to solidify what CSR means for your company.

Click through to discover how you can elevate your CSR strategy with cutting-edge matching gift tools like auto-submission.

What is a CSR Strategy?

For starters, corporate social responsibility (CSR) refers to a company’s responsibility to operate in a way that enhances the welfare of society rather than harms it. To do so, many companies take conscious steps in areas such as accountability and environmentalism.

A company’s CSR strategy, in turn, outlines the various initiatives and programs it will undertake to improve its social impact. What do these initiatives and programs typically entail? Let’s take a look at four main categories of CSR:

This image summarizes four types of CSR, which are important to consider when developing a CSR strategy for your company.

Environmental Responsibility

Environmental responsibility refers to your company’s impact on the health of the environment, from its energy use to waste production. Several common activities that businesses can adopt to increase their environmental responsibility include:

  • Implementing more sustainable business practices to reduce pollution and waste.
  • Creating a company-wide recycling program.
  • Investing in alternative energy sources.
  • Reducing water use in the workplace.
  • Educating employees about sustainability best practices.

Patagonia is an outstanding company in the realm of environmental responsibility, with an entire page on its website dedicated to its programs and goals. By 2025, the company aims to use only preferred materials, such as organic cotton, that are better for the environment and produce 100% eco-friendly packaging. By 2040, Patagonia aspires to reach net-zero greenhouse gas emissions across its entire value chain.

Ethical Responsibility

Ethical responsibility refers to your company’s treatment of its employees, customers, and other stakeholders. To embrace ethical responsibility, businesses can commit to the following endeavors:

  • Increasing transparency surrounding business decisions and finances.
  • Prioritizing safe working conditions and fair labor practices.
  • Providing all employees with competitive compensation and benefits.
  • Sourcing all materials in the supply chain ethically.
  • Establishing anti-corruption policies.

Starbucks makes its dedication to ethical responsibility known on its website by including numerous documents on its policies and impact, from its Global Anti-Bribery Standard to data on its workforce diversity. Making all of this information available to stakeholders allows the company to enhance its reputation and build more trust within its communities.

Philanthropic Responsibility

Philanthropic responsibility refers to how your company contributes to making the world a better place. To boost their philanthropic responsibility, many businesses launch the following initiatives:

  • Creating a corporate giving program to donate funds to charitable causes.
  • Encouraging volunteerism among employees through company volunteering days and volunteer time off (VTO).
  • Partnering with nonprofit organizations to fund their events and programs.
  • Providing pro bono services to support nonprofit missions.
  • Helping nonprofits raise awareness by collaborating in cause marketing campaigns.

TOMS is a noteworthy company that excels in corporate philanthropy, investing one-third of its profits to promote grassroots good. The company partners with nonprofits to support mental health, increase access to opportunity, and end gun violence through cash grants, volunteering, and more. In the last year, TOMS has contributed $1.7 million to its focus areas and impacted 147,510 lives.

Economic Responsibility

Economic responsibility refers to how your company grounds its financial decisions in advancing social good. A few basic ways businesses can enhance their economic responsibility include:

  • Investing in sustainability research related to their products or services.
  • Maintaining compliance with tax and financial reporting requirements.
  • Promoting financial transparency with stakeholders.
  • Adopting processes that may be more expensive but are more sustainable.
  • Launching training initiatives to educate employees on areas such as diversity, equity, and inclusion (DEI) and environmentalism.


For example, LEGO places significant emphasis on researching ways to increase its sustainability. Over the past few years, the company has collaborated with suppliers and research institutions to create LEGO bricks from more sustainable sources—testing over 300 recycled materials and even creating a prototype brick from PET plastic bottles.

Why is Developing a CSR Strategy Important?

Creating a CSR strategy for your company is not as simple as checking off a box on your to-do list. Considering all the planning and effort involved, is such an endeavor really worth it? The simple answer is yes. By designing a thoughtful CSR strategy, your company can:

This image displays the main benefits associated with developing a CSR strategy for your company, detailed below.

  • Enhance its reputation. A CSR strategy demonstrates your company’s commitment to creating lasting social change, rather than merely securing profits. This can go a long way toward generating a sense of respect and admiration in the eyes of your stakeholders.
  • Attract more customers. As your reputation for social good spreads, you’ll catch the attention of more socially conscious customers interested in supporting your company and its CSR initiatives. Additionally, you’ll be able to win the loyalty of existing customers who share similar values with your company.
  • Recruit more top talent. PwC reports that 86% of employees prefer to work for companies that care about the same issues they do. By placing more of a focus on CSR at your company, you’ll be able to better appeal to job seekers who are motivated to make the world a better place.
  • Improve employee engagement. Keeping employees engaged has become a major priority for many companies, considering Gallup’s finding that only 32% of full- and part-time employees are engaged, while 18% are actively disengaged. Having an effective CSR strategy allows your employees to take pride in their work and find a larger sense of purpose in their roles. In turn, this can lead them to stick around for the long term.
  • Lower its operational expenses. By prioritizing CSR at your company, you can make progress in areas such as energy efficiency, resource consumption, and waste management. With these improved processes, you’ll be able to reduce your operational expenses over time.

Beyond these immediate benefits, a CSR strategy ultimately empowers your company to boost its impact on the world. Your efforts will provide nonprofits with critical funding to fulfill their missions, employees with a healthy and fulfilling work environment, and communities with the support they need to thrive.

Click through to read about a top CSR strategy example and learn how your company can engage more employees in CSR.

How to Create Your CSR Plan

While there are many facets of a CSR strategy, building one doesn’t have to be a complicated task. Follow these eight steps to hit the ground running with your company’s strategy:

This image illustrates the eight steps to creating a CSR plan for your company, explained in more detail below.

1. Set relevant CSR goals.

When building a CSR strategy, it’s important to set clear, relevant goals to maximize your results and avoid overwhelming your team. Think about any existing CSR initiatives you may have within your company. Then, review them alongside your mission and values. Do your activities align with your values? How do they relate to your company’s overarching purpose?

After reflecting on these points, consider setting goals in areas such as:

Before you can launch your strategy, you’ll need to secure support from members of your board and leadership. Be sure to emphasize the benefits of creating a CSR strategy, including how it will contribute to your business goals as a whole. Reference examples of other successful companies to serve as models for your proposed undertaking.

2. Conduct research and collect feedback.

As you develop your strategy, research relevant topics and issues that your company can have a meaningful impact on. Several frameworks exist to inform your decision-making, such as the UN’s 17 Sustainable Development Goals (SDGs), which include:

  • Zero hunger
  • Good health and well-being
  • Quality education
  • Gender equality
  • Affordable and clean energy
  • Decent work and economic growth

Furthermore, the International Organization for Standardization (ISO) has created a standard to guide companies in developing social responsibility programs. Combine these resources with stakeholder feedback to produce a CSR strategy tailored to your company’s goals and priorities.

To collect this information, send out surveys to your employees, customers, and other community members to learn more about how they view your current CSR standing and what causes are important to them. After all, 84% of consumers and 85% of employees agree that the more a business engages them in charitable giving decisions, the more trust they have in that business.

3. Involve employees with a workplace giving program.

A successful CSR strategy depends on the combined efforts of everyone at your company. Present your employees with direct ways to contribute by creating a workplace giving program. Some basic opportunities you can provide are:

This image summarizes some basic workplace giving opportunities your company can provide as part of its CSR strategy.

  • Matching gifts. This initiative is popular among many businesses, with 65% of Fortune 500 companies offering matching gift programs. When an employee donates to an eligible nonprofit, they’ll submit a request to your company. Then, your company will make a donation of its own, matching the employee’s gift amount at a 1:1 ratio or more. This is a stellar way for employees to secure more revenue for causes they care about.
  • Volunteer grants. The process for volunteer grants is similar to that of matching gifts, except your company will make a donation after an employee volunteers a certain number of hours with a nonprofit. Once they pass the minimum hours threshold, they’ll submit a request, and you’ll contribute a certain amount of funds per hour volunteered.
  • Payroll deductions. Automatic payroll deductions make it easy for employees to give to nonprofits on a recurring basis. To participate, they’ll select an organization to support and how much they would like to contribute out of their paychecks.

Pave the way for additional team-building by planning volunteer days for your company to take part in. In doing so, you’ll be able to encourage more employees to join in your philanthropic initiatives and cultivate stronger relationships with their peers.

4. Partner with nonprofit organizations.

Enhance your CSR strategy by seeking out partnerships with nonprofits. With the right approach, these partnerships can turn into long-lasting, mutually beneficial relationships. Beyond organizing regular volunteer opportunities with them, you can sponsor their events in exchange for a mention in their marketing materials. Reach out to nonprofits with missions and values that align with yours to ensure that both parties get the most out of the partnership.

For instance, General Mills has been a partner of Feeding America for over 40 years. The company has supported the nonprofit through a variety of initiatives, such as charitable giving, product donations, volunteerism, and more. Since their partnership first began, General Mills has contributed a total of $37 million to advance Feeding America’s hunger relief goals.

Whirlpool, a kitchen and laundry appliance company, focuses its social responsibility on affordable housing. For 23 years, the company has collaborated with Habitat for Humanity by contributing funds, donating products, and creating support programs in 45 different countries.

Both partnerships illustrate the power of collaborating with nonprofits that share similar values and goals with your company.

5. Adopt CSR software.

Since there are many moving parts to an effective CSR strategy, you’ll need to invest in a toolkit to streamline your processes. A comprehensive CSR software solution should equip your company with features that streamline:

  • Donation management. Your company should be able to provide its employees with multiple ways to participate in your corporate giving initiatives, including making donations directly through your CSR platform. Additionally, the software should allow you to manage your matching gifts program and automatically approve requests based on your guidelines.
  • Volunteer management. Your CSR software should supply your company with tools for planning and promoting corporate volunteer opportunities. Furthermore, look for the ability to accept volunteer grant requests and process them based on the number of hours logged by each employee.
  • Tracking and reporting. A key aspect of CSR involves sharing your initiatives and impact with stakeholders. With CSR tools, you can easily generate reports and maintain transparency about your efforts. This information can also prove useful for refining your strategy going forward.

If you’re looking for a new CSR solution to invest in, be sure to conduct thorough research, request demos, and consider integrations that will enable your company to use its technology to the fullest. For instance, CSR providers that offer an auto-submission integration make it easier than ever before for employees to participate in your matching gifts program.

Check out this quick video to learn more about this cutting-edge feature:

As the video explains, auto-submission is an innovative tool that allows employees to automatically submit matching gift requests after they make a donation to a nonprofit. All they need to do is input their company email address, and the technology takes care of the rest—leading to more employee engagement in your workplace giving efforts and a larger impact on your community.

Click through to discover how you can elevate your CSR strategy with cutting-edge matching gift tools like auto-submission.

6. Communicate your CSR strategy with stakeholders.

Once you’ve laid a foundation for your CSR initiatives by setting goals, researching nonprofit partnerships, and equipping the tools you need to succeed, it’s time to formalize the details and share them with your stakeholders. Draft a CSR policy that explains your company’s approach to CSR, including:

  • Goals and relevant metrics
  • Focus areas
  • Opportunities for employee participation
  • Methods for reporting

Think back to your goals and stakeholder feedback to produce a policy that speaks to their most important interests, priorities, and concerns. Then, share this documentation on multiple platforms for easy access, including your website, employee portal, and social media pages.

7. Prioritize transparent reporting.

Demonstrate to employees, customers, and other community members that your CSR strategy is more than just performative by implementing thoughtful reporting procedures. By leveraging CSR reporting tools, your company can track and report on its:

  • Corporate philanthropy funds and impact.
  • Workplace giving participation.
  • Environmental sustainability.
  • Internal business practices.

Make your reports accessible to all stakeholders by producing different versions for different audiences. For instance, rather than forcing your customers to read dozens of pages regarding your CSR impact, design a summary sheet with infographics illustrating the key points of your report. In additional documents, include all the details for those who need or want to know more about your initiatives.

8. Recognize employees for their participation.

Keep your company’s employees invested in your CSR strategy by consistently recognizing them for their participation. Doing so reinforces the value of their contributions and ensures that they continue engaging with your initiatives year after year.

Several effective ways you can cultivate a culture of recognition at your workplace include:

  • Sending eCards commending employees for contributing to your CSR efforts.
  • Posting social media shoutouts featuring employee names and pictures.
  • Adding a section on your website showcasing top employee contributors.
  • Presenting awards to the most involved employees in your CSR activities.


Expressing appreciation to employees is an essential practice that benefits your company as a whole. Open up opportunities for peer-to-peer recognition and reach out on important holidays to establish a close-knit community of loyal employees.

4 Top CSR Strategy Examples

As your company embarks on its CSR journey, know that you don’t have to travel it alone. Many other businesses have taken their own endeavors to improve their impact on society and have succeeded with flying colors.

Let’s examine four exceptional examples of CSR strategies to inspire your efforts:

REI

As a consumer’s co-operative, REI’s CSR initiatives focus on improving the working conditions of its employees, the experiences of its members, the well-being of society, and the success of the company. REI’s most recent efforts include:

  • Sourcing recycled and renewable materials within the company’s product supply chain.
  • Using less energy in stores and distribution centers through smart building design and energy-efficient measures.
  • Encouraging product reuse by creating a Re/Supply program for members to participate in.
  • Requesting that vendor partners use alternatives to individual plastic bags for product shipping.

In the last year, REI Co-op has contributed $6.9 million to 503 nonprofit partners. Additionally, the company has engaged over 78,000 members of its community in its grassroots advocacy program, sending more than 250,000 messages to state and federal decision-makers. Stakeholders can find key data related to REI’s impact summarized in a straightforward scorecard online.

Microsoft

Microsoft is a top CSR company that focuses its strategy on four commitments:

  1. Expanding economic growth and opportunity.
  2. Earning trust through responsible artificial intelligence (AI) usage, privacy protections, and cybersecurity.
  3. Protecting people’s fundamental rights through responsible business practices and accessibility initiatives.
  4. Advancing sustainability through technological innovation.

The company allows employees to take part in its philanthropic efforts by offering matching gifts and volunteer grants in its workplace giving program. These opportunities have led to $255 million in contributions to over 32,000 nonprofits in just the past year.

HP

As another company dedicated to CSR, HP produces three separate reports based on its main pillars of focus:

  • Climate action
  • Human rights
  • Digital equity

These reports reveal the extent of the company’s tree-planting efforts, investment in minority- and women-owned businesses, and educational programs to promote digital literacy around the world.

Google

Google is a dominant technology company that has set ambitious goals for its CSR, including:

  • Diverting all office food waste from landfills by 2025.
  • Making product packaging 100% plastic-free by 2025.
  • Running data centers and offices on carbon-free energy 24/7 by 2030.

Furthermore, the company gives $200 million to charitable organizations every year and offers a pro bono program that empowers employees to support nonprofit technical projects full-time for up to six months.

Wrapping Up: Emerging as a Top CSR Strategy Leader

As you work on your company’s CSR strategy and continue researching other examples to learn from, remember that the path to excellent corporate citizenship takes time. Take your resources into account and start small with setting goals and launching workplace giving opportunities. Be open to collecting feedback from stakeholders, and identify ways to refine your strategy year after year.

For more information on where CSR fits into your company’s priorities and success, check out these additional resources:

Click through to explore how an auto-submission integration with your CSR software can help you maximize employee engagement in CSR.

This guide will cover nine year-round employee giving campaign ideas and real examples.

9 Exciting Employee Giving Campaign Ideas & Real Examples

Thanks to the growing movement toward increased corporate citizenship, combined with innovative new technology, many companies are stepping up their employee-giving game like never before.

Businesses interested in creating or improving their workplace giving programs—as well as nonprofits eager to engage donors and corporate partners in new ways—will find inspiration in these versatile employee giving campaign ideas.

This guide will cover:

Before we dive into ideas your business can use for employee giving, let’s explore the basics.

Click to read more about how matching gift auto-submission improves engagement for employee giving campaigns.

The Importance of Employee Giving

The framework of corporate social responsibility (CSR) is becoming increasingly popular across many sectors. It’s even inspiring employers to provide a variety of ways for their company to give back to the community in the form of philanthropic donations, volunteerism, and proactive policies that put people and the environment first.

Take a look at these statistics to understand the power of CSR:

This image lists three CSR statistics that show the importance of employee giving, also detailed in the text below.

  • 77% of consumers aim to support socially responsible companies.
  • 93% of employees believe companies must lead with purpose.
  • 92% of consumers would buy a product that supports a good cause.

A welcome shift from the “greed is good” mindset of past generations, corporate citizenship promotes commitment to sustainability both inside and outside corporate office walls.

Employee giving (also called workplace giving) is one of the most popular CSR strategies. It creates opportunities for everyone in a corporate environment to support charitable organizations and causes in a collective effort, making a much greater impact than what most individuals can do alone. From annual fundraisers and donation drives to giving days and volunteer programs, employee giving campaigns will (and should!) look different in every workplace, depending on your unique company culture and values.

However, there is one aspect of employee giving every workplace campaign should include: matching donations.

When individual employees give from their own pockets to eligible nonprofits, their companies should match those donations. Through matching gift programs, companies can double their employees’ impact on the causes they care about. This kind of support and commitment builds buy-in, signals to employees that their company is just as committed to this work as they are, and affirms that their participation is seen and celebrated.

The Benefits of Workplace Giving Campaigns

Employee giving initiatives backed by matching donations can do a whole lot of good—and not just for your nonprofit beneficiaries and the communities they serve.

A company’s public image, for example, can undoubtedly improve with well-documented charitable contributions. Plus, the tax incentives for large philanthropic gifts are nothing to shrug at. Still, it’s the impact that workplace giving campaigns have on employee morale that cannot be understated.

Generosity, science tells us, is tied to human happiness. Creating meaningful opportunities for employees to build relationships and contribute to good causes alongside their peers leads to a greater sense of belonging, stronger engagement in future activities and projects, and higher staff retention. It’s a win-win-win!

With the help of automated systems, giving can become an integral part of the culture of your workplace. Imagine an environment where giving is as much a part of your work week as logging into your email in the morning—not just once a year, but throughout! That’s achievable by implementing matching gift programs and hosting regular employee giving campaigns.

9 Employee Giving Campaign Ideas to Try Throughout the Year

We’ve gathered some of our favorite workplace giving campaign ideas you can implement year-round at your office. Plus, each idea features an example from a real nonprofit that nailed it.

Every workplace is different, so think creatively about how you can customize and adjust these ideas based on your company’s size, time constraints, interests, and areas of specialty. The possibilities are endless—just like your potential for making a positive impact in your community.

This image lists nine employee giving campaign ideas your business can implement, covered in more detail in the text below.

1. Prepare for winter with in-kind donations.

Winter is a particularly difficult time of year for many nonprofit beneficiaries, especially if they’re individuals experiencing homelessness or poverty. Encourage your employees to make in-kind donations, which are any non-monetary gift, to organizations that need them. This is an especially great idea for employees with tighter budgets who may not be able to justify a monetary donation.

To make the donation process easier for your employees, partner up with one or a few specific nonprofits. Ask them what donations would be most helpful to them, and then provide your employees with that list of items. Organizations might be searching for items that directly help their beneficiaries, such as canned food or winter clothing, or they might be searching for items to empower them to more effectively help their beneficiaries, such as computers, printers, or fundraising event decorations.

This image shows an example of Second Helpings Atlanta’s employee giving campaign initiatives.

Real-world example: Second Helpings Atlanta is a nonprofit food rescue organization whose mission is to reduce hunger and food waste in the Metro Atlanta area. It rescues healthy, nutritious, surplus food and distributes it to those in need.

They’ve created a network with over 75 food donor organizations across Atlanta, including businesses such as Chick-Fil-A, Mercedes Benz, Pizza Hut, and Publix. These businesses work with Second Helpings Atlanta as part of their CSR and employee giving initiatives to use food for good in the local community.

2. Lean into the competitive spirit for Giving Tuesday.

Year-end is a popular time of year for nonprofit fundraising, and it all begins with Giving Tuesday. This global day of generosity happens the first Tuesday after Thanksgiving and is meant to channel the shopping madness of Black Friday and Cyber Monday toward a worthy cause instead.

A virtual peer-to-peer or team fundraising Giving Tuesday campaign is an easy and fun way to foster friendly competition as individuals or staff teams try to out-raise one another for their cause.

The secret to a successful peer-to-peer fundraiser? Keep spirits high and be a cheerleader for your fundraisers! Celebrate everyone’s hard work by shouting out teams at various times throughout the campaign and offering prizes for the teams with the most donations, the highest amount raised, or even the most team spirit.

This image shows an example of a Giving Tuesday employee giving campaign for the Downtown Women’s Center.

Real-world example: For the Together Housed campaign, participants created personal or team fundraising pages to raise money over three weeks for women in Los Angeles experiencing homelessness.

This virtual effort raised over $155K for the Downtown Women’s Center and culminated in a live-streamed celebration to thank individual fundraisers and corporate sponsors.

3. Turn your holiday party into an opportunity to give back.

The holidays bring out the giving spirit in even the Grinchiest among us—especially if the food and drinks are free. If you’ve already budgeted for a staff gathering or outing for the holidays, think about adding on a party-worthy fundraising element like a silent auction to benefit a local nonprofit. This is also an excellent time to celebrate your Giving Tuesday teams or winners with silly prizes or awards!

Depending on the size of your staff, a team can volunteer to source auction items or request that everyone (CEO included) contribute an item, experience, or basket to auction off during the party.

Sourcing items can be work-intensive, so make the rest of the process easy on your team by using an online silent auction platform that partygoers can use to bid right from their smartphones. Mobile bidding also makes it easy to create a hybrid or virtual auction experience if your remote employees want to start a bidding war for a good cause.

This image shows an example of a holiday fundraiser for the Bow Wow Buddies Foundation as an employee giving campaign.

Real-world example: The Ultimutt Auction fundraiser for the Bow Wow Buddies Foundation offered bidders a range of fun experiences and items from local businesses. To reach a wider audience and build momentum to raise more funds, the organizers had the online auction open for a week, enabling them to raise over $21K!

4. Kick off the new year with a monthly giving program.

With everyone energized by your Giving Tuesday and holiday party success (and hopefully some time off), build on this momentum to get employees excited about giving back regularly.

A great place to start is by hosting a casual “Lunch and Learn” once a month, where a guest speaker or representative from a local nonprofit gives an informal presentation about their impact and need.

The actual giving part can happen in a few different ways:

  • A monthly stipend from the company that employees can donate
  • Informal monthly contributions matched by the company
  • Automated payroll deductions (also matched by the company)

Build buy-in by providing incentives like a catered lunch for those who attend and asking staff to nominate organizations or community groups that are meaningful to them. National celebrations like Black History Month (February), Women’s History Month (March), Asian American and Pacific Islander Heritage Month (May), etc., can be a great guidepost for causes to highlight if you’re not sure where to start.

Be sure that your company’s matching gift program is set up before you begin your new monthly giving program. That way, you’ll be able to engage your employees through philanthropy and increase the impact of gifts to your local nonprofits.

This image shows rue21’s employee giving campaign, which is an annual giving staff fundraiser.

Real-world example: Clothing retailer rue21’s annual giving campaign organizes staff fundraising teams by department (Marketing, Merchandising, Human Resources, and so on). Each year, they have raised more funds for their nonprofit partner organization, Foster Love Project, which serves youth in foster care.

Click to learn more about how matching gift auto-submission increases generosity for employee giving campaigns.

5. Spring into volunteering.

Financial contributions aren’t the only way to make a difference in your place of work. Harness the power of your team’s talents to give back through volunteer hours or pro bono projects in partnership with a local nonprofit, school, or other community organization.

Volunteering can be skill-based work (graphic design, tutoring, or even accounting!) or just helping with whatever is needed (envelope stuffing, serving meals, or checking people in). It’s all about meeting the needs of your particular community partner.

The key to success here is to incentivize volunteering, which can happen in many ways.

Some companies, including 40% of the Fortune 500 list, give volunteer grants to employees who put in a certain number of hours, and others offer perks like additional vacation time. You can even liven things up by making it a competition to see who can give the highest number of hours by a specific date.

This image shows an example of a volunteer-based employee giving campaign by Chicago-based software company Sprout Social.

Real-world example: Chicago-based software company Sprout Social organized Philanthropy Week, which combined volunteering and team-based fundraising for local nonprofits.

Teams of employees chose an organization in their community, created fundraising pages, and volunteered on-site to foster deeper connections with their partners.

6. Create your own workplace giving day in May.

Aside from being a great help to nonprofits, volunteering is also one of the most effective team-building activities. Hosting a workplace giving day can empower your company to build connection and belonging amongst your staff—and contribute to a good cause at the same time.

As the weather warms up, partner with a local nonprofit that needs a lot of hands for a park cleanup, meal prep, material assembly, mural painting, or other beautification projects. Make sure everyone on your staff is able and incentivized to attend, get t-shirts made for the occasion, and cap it all off with a celebration and big group photo.

If all goes well, try to make it an annual event that employees look forward to, your nonprofit partners can plan around, and the entire community can feel proud of.

This image shows an example of a workplace giving day as an employee giving campaign, hosted by Presence Marketing.

Real-world example: When pandemic restrictions made in-person activities impossible, Presence Marketing organized a virtual 5k and complementary fundraiser in partnership with a charitable foundation to help build a Kindergarten in the West African nation of Togo.

The event was so successful that they organized a second annual day of giving the following year to benefit another charity project!

7. Celebrate summer with sponsorship.

June is the start of summer and Pride Month, a great time to support organizations that serve the LGBTQ+ community. Give your coworkers a special night out together and raise some serious money by sponsoring a fun fundraising event, like a standup comedy, drag show, or a combination of the two!

Planning events is a lot of work, so if that’s not something you can take on, seek out a nonprofit partner already planning a benefit event that you can sponsor. Or enlist the help of a local venue that can help match you with a good cause. If a virtual or hybrid event can help you reach your community better, livestream it!

This image shows an example of a corporate sponsorship hosted by Platinum Top 50 as an employee giving campaign.

Real-world example: Platinum Top 50, an industry organization for real estate professionals in Texas, organized a comedy show fundraiser featuring standup and improv from some talented local realtors. In addition to ticket sales, extra donations from individuals and corporate sponsorships helped them to raise over 200% of their original goal for their hunger-fighting nonprofit partner.

8. Go virtual with a back-to-school drive.

Drives for essential items like jackets, toys, and perishable goods are popular for workplace giving campaigns for many reasons. For one, those who are making donations can immediately see the real-life impact of their gifts, which is sometimes harder to communicate with solely monetary asks.

With a virtual drive, donors can still understand exactly where their money is going and, at the same time, give the nonprofit beneficiary more oversight and flexibility to order the items they need and get them directly to the people who need them.

This campaign idea is also great for remote office teams, as virtual drives open up donations to a broader pool of people and save the time and energy it can take a team of employees to collect, organize, and transport items.

This image shows an example of a virtual back-to-school drive hosted by Teachers’ Treasures as an employee giving campaign.

Real-world example: With several businesses participating, Teachers’ Treasures organized the Gr8 Paper Push Virtual School Supply Drive and enabled donors to select specific classroom items or just make a flat donation to the campaign.

This campaign also had an added team fundraising element. Local businesses competed with one another to raise the most, which created a lively, fun atmosphere.

9. Make a No Shave November everyone can join in on.

Movember and No Shave November, popular social challenges to see who can grow the most facial hair, were created to raise awareness and funds for men’s health and cancer prevention. Anyone can play on this idea for a good cause of their choosing—just make sure to take lots of photos!

This image shows an example of a No Shave November employee giving campaign, hosted by Windham County Safe Place.

Real-world example: For their annual Let It Grow! campaign, Vermont-based victims’ services agency Windham County Safe Place engaged teams from the police departments, hospitals, and legal groups that they work with for a light-hearted competition. Each team was encouraged to grow facial hair or rock colorful hair extensions and bright nails for the month. Inclusivity for the win!

Every participant received a special pin for joining the campaign. They created their own individual or team fundraising page, donated $25 or more, and encouraged their friends and family to help them reach their goal. The top three earners even won a special prize at the end of the competition! The novelty of this campaign drew attention to their cause from local media and helped them to raise thousands of dollars.

Additional Resources

From selling tickets and making donations to administering payroll deductions and matching contributions, automating as much of your workplace giving campaigns as possible will save you a lot of time and energy. CSR platforms can free you up to focus on what really matters—engaging your workplace community and creating meaningful ways to give back together.

Looking for more inspiration? Dive deeper into these additional resources:

Click to learn more about matching gift auto-submission and how it helps your employee giving campaigns.