Nonprofits thrive on the support of major donors. The most major of the major gifts a nonprofit might receive are called principal gifts.
Principal gifts bring transformational benefits and drive incredible impact, growing organizations’ capacities to run programs, serve constituents, and make a difference. They’re elusive but achievable when you have an intentional strategy to identify and secure them.
Note: Principal gifts are the highest tier of major gift fundraising, representing the top 0.1% of your donor pyramid. For a broader look at securing gifts at the major level, see our Ultimate Guide to Major Gifts.
What’s a Principal Gift?
Simply put, a principal gift is a large donation made to a nonprofit by a major donor.
Nonprofits commonly consider principal gifts to be worth $1 million or more, but it’s important to remember that their exact value is relative to the size of an organization’s average gifts. You can define a rough range for major giving for your organization by identifying your top 25 or so gifts received within the past five years and determining the median of this range. This number can serve as a minimum for defining major gifts. Principal gifts would fall at the very top of (or far above) this range.

So how do you snag a principal gift? What background knowledge and strategies do you need to succeed and start transforming your organization?
In this crash course, we’ll take a closer look at principal gifts, how to pursue them, and other ways to maximize the value of your development efforts through tactics like corporate philanthropy.

Understanding Principal Gift Fundraising
Before you can begin laying out a principal gift fundraising strategy, you’ll need to understand some important context.
Principal gifts vs. major gifts: What’s the difference?
When it comes to principal gifts and major gifts, there are a few key things you’ll want to know. While a principal gift is a major gift, a major gift is not necessarily a principal gift. (Think: all squares are rectangles, but not all rectangles are squares.)
As explained above, your organization’s definition of a major gift is highly relative to your donor base and average fundraising data. A principal gift is simply a large gift at the top of or above that range of major giving.
Nonprofits pursue major and principal gifts using similar tactics but note that principal gifts have an especially long lifecycle. The larger the gift, the more discussions, care, and due diligence that go into the process. This is also true because principal gifts can generate significant publicity when given by high-profile philanthropists. Options should be weighed carefully before nonprofits and principal donors make public “investments” in one another and link their images.
You may also encounter the term lead gift. These are also large major gifts, but they’re received specifically in the context of major fundraising campaigns. A capital campaign’s fundraising goal, for example, is traditionally topped by a large lead gift, followed by a couple of smaller (but still major) gifts, and then more and smaller gifts down the line in a pyramid structure. This approach is highly efficient, allowing nonprofits to focus first on the handful of highest-impact gifts that will push the campaign the furthest forward.
Who gives principal gifts?
Major donors give principal gifts to nonprofits.
Sometimes, but not always, these donors are high-profile, high-wealth philanthropists—think Mackenzie Scott making waves in the nonprofit world with a new mega-gift. This situation is often what nonprofits imagine when they hear the term “principal gift.”
But again, it’s important to remember that the value of major gifts is relative and that no two donors are alike. What they do have in common is the capacity and inclination to give major gifts, whatever that might mean for your organization.
If you’ve taken concrete steps to invest in prospect research and major gift fundraising, there’s a good chance you’re already in touch with (or in the orbit of) a potential principal gift donor for your organization’s major giving range.
How are principal gifts usually given?
Principal gifts are not usually given out of cash but rather from saved assets (or a mix of cash and assets).
These non-cash assets often include:
- Real estate
- Stocks and other tradable securities
- In-kind gifts of valuables like jewelry or art
- Grants from donor-advised funds (DAFs)
- Planned gifts like trusts and annuities
- Cryptocurrency
When you pursue large donations, it’s important to be flexible in the types of gifts you can accept. Wealthy donors often prefer to give from saved assets rather than from liquid cash, not only because this won’t affect their day-to-day finances but also for the unique tax benefits that different non-cash gifts can bring. We’ll explore this best practice in greater detail below.
How do nonprofits pursue these gifts?
Nonprofits pursue principal gifts as part of their development programs, typically overseen by a dedicated staff member.
Nonprofit development provides the core structure and processes for principal gift fundraising. Having a development approach in place is generally a prerequisite for success. (Keep in mind, though, that even small shops succeed with development with the right tools and prioritization tactics!)
The fundraising strategies used for principal gifts are similar to those for other major gifts but heightened in intensity. One-on-one engagement is even more important for principal gift fundraising, for example. Other best practices take increased emphasis, as well, like the importance of networking in the prospect identification process.
How can you frame a principal gift as a high-impact challenge match?
When soliciting a gift of this magnitude (such as $1M or more), you aren’t just asking for a donation. Instead, you are inviting the donor to become a strategic partner. One of the most effective ways to do this is by positioning the principal gift as the funding source for a multi-year challenge match campaign.
Instead of the money simply going into a building fund or endowment, it serves as “leverage” to inspire hundreds or even thousands of other donors. For example: “Your $1 million gift will be used to match every dollar raised from the community for the next three years, effectively turning your $1 million investment into $2 million of impact.”
This approach appeals to the entrepreneurial mindset of many principal donors. It offers them:
- Amplified Impact: They see their gift doing “double duty.”
- Legacy: They are credited not just with their own generosity, but with catalyzing a movement.
- Partnership: They are not just writing a check; they are co-anchoring a powerful, ongoing campaign with you.
By presenting the gift in this light, you shift the conversation from simple philanthropy to strategic investment. This collaborative approach validates their financial acumen and often provides the final push a donor needs to commit to a transformational gift.

How to Build a Principal Gift Fundraising Program: 10 Key Steps
So you’re ready to get serious about pursuing and securing principal gifts for your nonprofit. How do you build a program to support that goal? We break it down into the following key steps:

1. Understand principal donor motivations.
First, take the time to understand why principal donors give such large gifts. As with other major donations, these gifts are motivated by a range of different personal reasons. These might include:
- The simple desire to give back
- Giving back to a personally meaningful cause or institution
- Tapping into significant tax benefits
- Simplifying estate and financial plans with bequests and in-kind donations of property
- Public recognition for personal brand-building
Always keep in mind that philanthropists give strategically—of course, they choose to give to the specific causes and organizations that matter to them, but additional motivations usually come into play. Understand these, and you can better align your own goals with those of your prospects.
2. Audit your existing development practices.
Principal gift fundraising occurs as part of your other development practices. Review your current processes for major gift fundraising, planned giving, and other high-impact or nontraditional forms of one-on-one fundraising. Consider the entire major donor lifecycle and the steps, tools, and best practices you use at each stage. These include:
- Prospect research and wealth screening
- Prospect qualification
- Gift cultivation and your messaging during this process
- Your solicitation strategies
- Your stewardship strategies and cadences
- Your nonprofit’s gift acceptance policy (create one if needed!)
Pay extra attention to the logistical processes that drive this lifecycle, especially moves management and your CRM practices. You’ll rely on these for principal gift fundraising just as you do for other giving programs.
Ideally, you’ll have data to refer to. Check out your historical performance with major gifts. Is your prospect pipeline consistently full or running low? Are there stages in the lifecycle where many prospects seem to drop off? Are your qualification criteria appropriate and up-to-date?
Identify potential improvements and make them (and/or consider how you’ll adjust them for principal gifts).
3. Screen your database and research connections.
Next, you’ll begin identifying your first principal gift prospects.
Look to your existing base of support. A pre-existing relationship with your nonprofit is one of the most reliable indicators of giving likelihood. Run a wealth screening to find those donors and contacts with the means to give a gift in the upper half or so of your nonprofit’s defined range for major gifts.
It’s normal in major and principal gift fundraising to branch outside of your direct contacts to find prospects, as well. However, this doesn’t mean cold-calling individuals in your community who you know to be wealthy. Existing, organic connections will yield the best results. Look to your current major donors and consider what you know or could find out about:
- Their families, friends, and community ties
- Their careers, colleagues, and employers
- Past nonprofits they’ve given to or volunteered for
Local histories, publications, social media (especially LinkedIn), the annual reports of other nonprofits, and more are all viable research routes. And remember, if you have strong working relationships with any major donors, don’t be afraid to just ask. Set up a call or lunch to let them know your organization is seeking more high-impact support. Do they have any friends, family, or colleagues who’d also be interested in your mission?
Top Tip: Using Advanced Employment Data for Verification
When vetting prospects for principal gifts, standard wealth screening often isn’t enough. Instead, you need to verify liquid capacity and career trajectory. This is where donor employment data becomes a critical, advanced tool.
After all, identifying a prospect’s specific industry, job title, and employer (e.g., “Senior Vice President at [Publicly Traded Company] in the tech industry”) allows you to look deeper than just real estate holdings. It unlocks insights into:
- Executive Compensation: Base salary plus bonuses.
- Stock Options: Access to liquid assets that can be gifted tax-free.
- Matching Eligibility: While rare for principal gifts, some corporations will match executive gifts at higher ratios or caps.
By confirming employment details, you move a prospect from “suspected wealth” to “verified capacity,” ensuring you don’t waste time soliciting a principal gift from someone who is merely house poor.
4. Map out your relationships with major donors.
Review everything you’ve learned from researching top prospects and their connections. Then, map it out.

This might mean using a notebook or simple design tool to literally draw connections between your contacts and individuals you’d like to meet—whatever works! You’ll likely be surprised to find that many high-impact donors move in similar social circles, especially in smaller communities.
Visually look for connections and correlate them to your research insights. This process can yield some valuable results. For example, you might find several connections from existing donors pointing to one individual in the community. This person might be a prime candidate for outreach because of the organic personal or professional connections that you already have with them.
5. Review your donor qualification criteria.
Before finalizing a list of prospects, you need to qualify and prioritize them. Principal gift fundraising is highly time-intensive and requires one-on-one communication over extended periods. You’ll need to have a plan to spend your time wisely, that is, by focusing first on those most likely to give.
Qualification is the process of defining the characteristics of a strong giving prospect and using them to update your prospect lists for more efficient and targeted outreach. Qualification criteria can include:
- Certain giving capacities (shaped by your organization’s definition of major gifts)
- Stock ownership
- Property ownership
- Active engagement with your nonprofit
- Active engagement with other nonprofits
- Demonstrated interest in or personal connection to your cause
- Direct, second-degree, third-degree, etc., connection to your nonprofit
- Personal vs. professional indirect connections
Note that some criteria can (and often should) be weighted more heavily than others. Existing direct connections with your nonprofit should be prioritized over indirect connections, or you may learn over time that personal indirect connections are better indicators than professional ones.
Not every prospect will check every box, but this approach does allow you to tackle the prioritization process in a standardized, easily repeatable way. Many fundraising experts recommend making qualification a recurring activity for your development team to ensure continued effectiveness—Graham-Pelton’s donor qualification guide lays out why and how to do this.
You should also keep your qualification criteria up-to-date over time, and create different variations of them for different giving programs. For example, while principal gift donors, major donors, and planned gift donors might share some common characteristics, these are not perfectly overlapping groups. Qualification makes it easy to build in a more targeted approach from the very start.
6. Build a preliminary list of principal giving prospects.
Next, use your qualification criteria to screen the list of donors and prospects you identified in Steps 3 and 4.
Rank them according to your criteria, and you’ll have a handy, easy-to-use shortlist of your very top principal gift prospects.
7. Develop outreach strategies.
Now you can begin thinking about how you’ll get in touch with your prospects. Consider these tips:
- Review known communication preferences of existing contacts.
- Look back at previous conversations with existing contacts to refresh yourself on their personal life developments, career changes, etc., and use these to begin new conversations.
- Ask your existing contacts for introductions to new prospects based on the mapping exercise in Step 4.
- Create or update your nonprofit’s general case for support.
- Create more context-specific cases for support if needed. For example, if you’re seeking a lead or principal gift as part of a major fundraising campaign, you’ll need talking points tailored to the campaign’s objectives.
- Prepare some preliminary shareable resources like your annual report, one-pagers, and brochures about your nonprofit and its impact. You likely won’t need these until you’re closer to actually soliciting a gift, but it doesn’t hurt to be prepared.
With these tips in mind, take a closer look at everything you’ve learned about each prospect and conduct more research if needed. Use this information to lay out personalized outreach strategies for each individual.
8. Start reaching out to build relationships.
Begin reaching out! Work your way down your shortlist of prospects, starting conversations, having calls and meetings, and introducing them to your organization, its work, and its needs.
During this stage, take your time and follow standard gift cultivation best practices that you follow for other major gifts.
Take an interest in your prospects’ personal and professional lives, and work to show them how a partnership would drive impact in the community. Remember that gifts of any size can be restricted or unrestricted—if a prospect shows interest in one particular program or service that your nonprofit runs, lean into it.
You should also seek to learn more about your prospects’ giving motivations so that you can best tailor your eventual solicitations. For example, a wealthy middle-aged prospect might be nearing retirement age and interested in financial planning. You could explain to him or her that various types of planned gifts can actually provide donors with regular income payments while reducing their tax bills, making these arrangements ideal vehicles for principal donations.
9. Double down on moves management and record-keeping.
Throughout the cultivation and solicitation processes, keep close track of your touchpoints with prospects. Organized moves management is essential.
Use your CRM to record each touchpoint, add notes, and tag it with the appropriate prospect. This will take all the guesswork out of preparing for your next conversation and determining the right time to make the ask.
Check out our introduction to moves management for a quick overview of this process.
And aside from tracking your interactions with prospects, be prepared to handle other logistics once you make a successful solicitation. Finalizing a principal gift will involve working closely with the donor and perhaps their (and your) lawyer to hash out the details, especially for non-cash gifts that require legal transfers of ownership or other arrangements. Keeping tidy records of your organization’s finances is always important, and you’ll need to have crystal-clear records of your principal gifts.
10. Prioritize engagement and stewardship.
As you build relationships with principal gift prospects, introduce your giving programs, and lay out compelling cases for support, you’ll hopefully soon successfully solicit your biggest donation yet. Thank your donor, work out the fine print, thank them again, and begin facilitating the donation.
What next?
Ongoing engagement and stewardship are already important for your major donors—doubly so for principal gift donors. They are extremely valuable partners for your mission. You should have a plan to:
- Stay in touch and aware of developments in their lives
- Keep them up-to-date on the progress of your work and any specific campaigns or programs they funded
- Offer ongoing opportunities to get involved with event invites, personal meetings, tours, and more
- Offer new giving options over time that you think they may be interested in
By maintaining and growing your relationships with key supporters over time, you’ll retain their support, secure additional gifts in the future, and build a stellar reputation for your nonprofit. Who wouldn’t want to be known as an organization that inspires transformational gifts and fosters a thriving community?
How to Make the Most of Your Development Strategies
You’ve built effective development strategies and are well on your way to securing a principal gift that will take your work to the next level. Your prospect pipeline is humming along, and everyone’s excited to drive your nonprofit’s goals forward. What next?
Stay on the lookout for ways to maximize the impact of your development work. There are all kinds of ways you can generate more value through your giving programs. For example:
1. Promote matching gifts, volunteer grants, and payroll giving. These employer-offered CSR perks are effortless ways to boost the value of your donations. Ask your donors (at all giving levels) to check their eligibility or have you research it for them. Nonprofits’ board members are also often significant donors—don’t forget that their board service might qualify for volunteer grants through their employers, as well!
Luckily, Double the Donation streamlines the entire process for you and creates easy value-adds up and down your donor pyramid. Learn more or request a demo to see our platform in action. For more information on how the platform works, check out this video:
2. Provide flexible giving options. As mentioned above, major and principal donors often like to give from assets rather than cash for numerous reasons. Be prepared to offer and discuss these giving options. Making it easy to give in a preferred way almost guarantees that you’ll raise more in the long run. Look for tools that simplify the process of accepting stock donations, gifts crypto, donor-advised fund grants, and more as needed.
3. Monitor federal and state tax changes. Tax incentives are powerful motivators for donors when large gifts are involved. Stay aware of developments at the federal and state levels so that you can have productive conversations with prospects. Help them understand the potential benefits of donating (but don’t give explicit financial advice—leave that to the financial and legal professionals).
4. Suggest gift-matching challenges to your top donors. Planning a new major fundraising campaign or giving day? Try asking a longtime major donor to offer a unique gift-matching challenge! This involves your major donor matching all gifts made to your organization within a specific timeframe, and it can be an easy way to supercharge your fundraising results in a short time. Plus, it’s an easy way to engage your major donor with a serious opportunity to drive impact.
5. Research further funding connections and opportunities. Keep researching your donors’ and prospects’ connections over time. Major supporters who are philanthropically active might have connections with foundations that you can tap into to get your foot in the door for new grant funding. Wealthy individuals might even eventually form their own private or family foundations—make sure your nonprofit is a preferred partner right from the start.

Additional Considerations of Principal Gift Fundraising
Principal gift fundraising can completely transform your nonprofit’s ability to pursue its mission. But it also comes with unique challenges and considerations to keep in mind:
- By forging such a big partnership with an individual, you link your organization’s image with theirs. Consider their reputation, the publicity that an announced gift will generate, and whether you can (or want to) honor any restrictions that a donor places on their gift. You can turn down a gift in the best long-term interest of your mission. Think carefully about these factors long before soliciting a gift. Reference your gift acceptance policies, and create them now if you haven’t yet.
- Prepare for the logistics of accepting non-cash gifts. You may need to liquidate stock, work with attorneys and accountants to make arrangements for complex planned gifts, or even handle accepting gifts of real estate. Consider these processes in advance and be prepared to invest in new tools, hire external professionals, and expand your bookkeeping practices as needed.
It’s also recommended to look for ways over time to build more business connections as your organization grows. By integrating corporate philanthropy into your development strategies, you can build extremely fruitful and resilient revenue sources for your nonprofit. Ask your major and principal donors about their careers. Learn more about their employers. Use your existing relationships to springboard new corporate partnerships or sponsorships—the sky’s the limit!
New to corporate philanthropy? Here’s the complete playbook.
Wrapping Up & Next Steps
Despite its nuances and unique considerations, principal gift fundraising is easily the highest-impact form of fundraising that a nonprofit can conduct. These particularly generous gifts are often the foundation of a successful capital campaign, providing the early momentum needed to go public. For a complete guide on how these gifts fit into that broader structure, see our Ultimate Guide to Capital Campaigns.
From there, understanding principal gift fundraising, its distinctions, and why major donors choose to give can go a long way. Build and improve upon your existing development strategies, and focus heavily on research and preparation. With the right plan in place and plenty of time to build relationships, you’ll be on your way to securing a transformational gift.
Want to learn more? Take a deeper dive with these related resources:

Top Nonprofit Tips for Marketing Volunteer Grants Internally
/in Volunteer Grant Basics, Learning Center /by Sydney FayeMost nonprofits know that volunteer grants are a hidden goldmine. Corporate programs that pay organizations for the hours their employees volunteer (sometimes called “Dollars for Doers”) can turn a Saturday service project into a significant unrestricted donation. Yet, despite the potential, many organizations leave these funds on the table. The problem often isn’t a lack of eligible volunteers; it’s a lack of internal awareness. Thus, marketing volunteer grants internally is a must.
If your volunteer coordinator doesn’t know to ask about employment, or your development director doesn’t view volunteer data as fundraising data, the pipeline breaks. To truly unlock this revenue stream, you need more than just a donor-facing strategy; you need an internal marketing plan.
Getting your staff, leadership, and board aligned on the value of volunteer grants is the first and most critical step. When your internal team understands that every hour served has a potential dollar value, they become active participants in identifying and securing these funds. This guide will walk you through how to market volunteer grants internally, transforming your organizational culture from one that silos volunteers to one that views them as a vital part of your financial sustainability.
In this guide, we’ll cover:
By treating your internal team as your primary audience, you empower them to become champions for corporate philanthropy, ensuring no opportunity slips through the cracks.
Why Internal Awareness is the Biggest Barrier to Revenue
The disconnect between volunteer management and fundraising is a classic nonprofit silo. Volunteer managers are often measured by “hours served” or “shifts filled,” while fundraisers are measured by “dollars raised.” Volunteer grants sit squarely in the middle, and without internal education, they often get lost in the shuffle.
When staff members aren’t educated on volunteer grants, they miss simple, organic opportunities to identify eligibility. A volunteer might casually mention they work for Verizon during an orientation. An informed coordinator knows that Verizon offers $750 grants for 50 hours of service and would immediately flag that in the database. An uninformed coordinator simply smiles and says, “That’s nice.”
The Cost of Silence:
Internal marketing bridges this gap. It shifts the mindset from “volunteers are labor” to “volunteers are partners.”
Key Stakeholders: Who Needs to Know What?
Not everyone needs the same level of detail. To market volunteer grants internally effectively, you need to tailor your message to the specific roles within your organization.
1. Volunteer Coordinators & Program Staff
What they need to know: How to identify eligible companies, the basics of the submission process, and why collecting employment data matters.
What’s In It For Them?: Volunteer grants provide unrestricted funding that can directly support their program budgets (e.g., buying new supplies, funding volunteer appreciation events).
2. Development Directors & Major Gift Officers
What they need to know: Which volunteers work for top corporate prospects. Volunteer grants can be a “foot in the door” for larger sponsorships or major gifts.
What’s In It For Them?: High-capacity donors often start as volunteers. Identifying a volunteer from a major corporation adds a qualified lead to their prospect pipeline.
3. The Board of Directors
What they need to know: The high ROI of volunteer grant programs (low cost to implement, high potential return).
What’s In It For Them?: It demonstrates fiscal responsibility and diversifies revenue streams—key metrics for board governance.
Strategy 1: Training Volunteer Managers as Frontline Fundraisers
Your volunteer coordinators are the face of your organization for thousands of supporters. They have the relationships, the trust, and the daily interactions. The most effective internal marketing strategy is to empower them with training.
incorporate into Onboarding: Make volunteer grant training a standard part of onboarding for new program staff. Explain that part of “volunteer management” is helping volunteers maximize their impact through corporate philanthropy.
Scripting the Conversation: Give your team simple scripts to use during orientation or check-in:
The Feedback Loop: Establish a clear process for what happens after a coordinator identifies a lead. Should they email the development team? Tag a record in the CRM? Make the handoff seamless so they don’t feel burdened by “extra work.”
Strategy 2: Gamifying Data Collection for Your Team
Data entry is boring. Finding hidden treasure is exciting. To get your team excited about collecting employment information, turn it into a challenge.
The “Missing Link” Campaign: Run a month-long internal campaign where the goal is to append employment info to as many volunteer records as possible.
The Goal: “Identify 50 volunteers who work for match-eligible companies.”
The Prize: A team lunch, a half-day off, or a gift card for the staff member who finds the most potential revenue.
This not only cleans up your database but also trains your staff to look for employer domains in email addresses (e.g., @microsoft.com) and ask the right questions during phone calls.
Strategy 3: Creating a “Cheat Sheet” Resource Hub
Internal marketing fails when the information is hard to find. If a staff member has to dig through five different folders to find your Tax ID or a list of eligible companies, they won’t do it.
Create a centralized Volunteer Grant Resource Hub on your internal drive or intranet. It should include:
Strategy 4: Celebrating Wins to Build Momentum
Nothing markets a concept better than success. When a volunteer grant check arrives, don’t just deposit it quietly. Celebrating it internally reinforces the behavior you want to see.
The “Grant of the Month”: In your all-staff meeting, highlight a specific grant received. “Thanks to Sarah in the volunteer department asking one question, we just received $500 from Apple!”
Visual Trackers: Put a thermometer or chart in the breakroom (or on Slack) showing “Volunteer Grant Revenue Year-to-Date.” Watching the number climb creates a shared sense of ownership.
Impact Stories: Connect the money to the mission. “That $1,000 grant from the Dell volunteer team paid for all the snacks for our summer camp.”
The Tech Stack: Using Automation to Support Your Staff
Finally, the best way to market volunteer grants internally is to make them easy to execute. If your staff has to manually look up every company, they will burn out.
Invest in tools that automate the heavy lifting:
By providing these tools, you show your staff that you value their time and are serious about maximizing this opportunity.
Wrapping Up & Next Steps
Marketing volunteer grants internally is about breaking down silos. It’s about helping your program staff see that they are powerful revenue generators and helping your fundraising staff see that volunteers are more than just “free labor.”
When you align your team around the potential of corporate volunteerism, you create a culture that maximizes every hour given to your cause.
Ready to get your team on board?
Don’t let internal silence cost you funding. Start the conversation today, and find out how tools like Double the Donation Volunteering can help!
Marketing Volunteer Time Off Internally to Boost Support
/in Volunteer Time Off, Learning Center /by Sydney FayeVolunteer Time Off (VTO) is rapidly becoming a staple in corporate benefits packages. Companies ranging from tech giants to local banks are now paying their employees to step away from their desks and spend time supporting nonprofits like yours. For a volunteer coordinator struggling to fill daytime shifts, this sounds like a dream come true. Yet, despite the prevalence of VTO (with 66% of employers offering some form of paid release time), many nonprofits fail to capitalize on it.
The disconnect often isn’t with the companies; it is internal. If your volunteer coordinator doesn’t know which companies offer VTO, they can’t suggest it to a supporter struggling to find time. If your development director doesn’t see VTO as a cultivation tool, they miss the chance to deepen corporate partnerships. To unlock the full potential of these corporate programs, you must treat marketing volunteer time off internally as a strategic priority.
Getting your staff, leadership, and existing volunteer base aligned on the value of VTO is the first step toward a more sustainable, high-capacity volunteer program. When your internal team understands that VTO is the key to securing reliable, skilled, daytime support (and the financial grants that often accompany it), they become active agents in your recruitment strategy.
In this guide, we’ll cover:
By focusing on marketing volunteer time off internally, you transform your organization from one that passively accepts volunteers to one that strategically leverages corporate benefits to fuel your mission.
Why Internal Buy-In is Crucial for VTO Success
The primary barrier to utilizing VTO is rarely the corporate policy itself; it is the “knowledge gap.” Employees often forget they have the benefit, or they assume it can only be used for company-sponsored days of service. On the nonprofit side, staff members are often so focused on executing programs that they forget to ask about the volunteer’s employment.
When you invest in marketing volunteer time off internally, you close this gap. You empower your staff to act as consultants for your volunteers, reminding them of benefits they may have overlooked.
The Benefits of Alignment:
Key Stakeholders: Who Needs to Know What?
To market VTO effectively within your organization, you need to tailor the message. Different team members care about different metrics.
1. Volunteer Managers
What they need to know: Which local companies offer VTO and how to help volunteers request it.
The Incentive: VTO solves their biggest headache: shift coverage. It provides a pool of reliable, background-checked individuals who are being paid to be there, meaning they are less likely to flake than casual volunteers.
2. Development & Fundraising Team
What they need to know: Which volunteers are using VTO.
The Incentive: A volunteer using VTO is a “warm lead” for corporate partnership. If a company is paying an employee to be at your facility, they are already invested. This is the perfect opening for a sponsorship or grant conversation.
3. Marketing & Communications
What they need to know: How to talk about VTO in newsletters and social media.
The Incentive: It gives them powerful content. “Thank you to [Company] for sending [Employee] to help us today!” is a great social media post that drives engagement and visibility.
Strategy 1: Educating Your Staff on VTO Mechanics
You cannot market what you do not understand. The first step in marketing volunteer time off internally is training your staff on how these programs work. Many nonprofit professionals are vaguely aware of “corporate volunteering” but don’t know the specifics of VTO.
Host a “Lunch and Learn.” Dedicate a staff meeting to Corporate Philanthropy 101. Explain the difference between:
Create a “VTO Cheat Sheet.” Don’t expect your staff to memorize every corporate policy. Create a simple, one-page reference guide that lists the top 10-20 employers in your area that offer VTO.
Example: “Thomson Reuters: 16 hours/year. Contact: HR Portal.”
Example: “Patagonia: 18 hours/year. Contact: Store Manager.”
Post this cheat sheet in the volunteer check-in area and save it to your internal shared drive. When a volunteer coordinator sees a supporter wearing a company polo or using a corporate email address, they can quickly check the list.
Quick Tip: Frame VTO as a benefit for the volunteer. Train your staff to say, “Did you know your company might pay you to be here today? You shouldn’t have to use a vacation day to support us!” This positions your nonprofit as looking out for the volunteer’s well-being.
Strategy 2: Integrating VTO into Volunteer Onboarding
The best time to market VTO is when a volunteer is most eager: the moment they join your team. Your internal marketing strategy should focus on embedding VTO messaging into every step of the onboarding process.
Update the Handbook: Include a section on “Corporate Benefits” in your volunteer handbook. Explain that your organization welcomes VTO use and is happy to sign any verification forms required by employers.
Script the Orientation: Give your volunteer trainers a script. During orientation, they should explicitly ask: “Raise your hand if you work for [Major Local Employer 1], [Major Local Employer 2], or [Major Local Employer 3]. Did you know they offer paid time off to volunteer here? We can help you set that up.”
The “Employer” Field: Ensure your volunteer registration forms include a mandatory field for “Employer.” This data is the fuel for your VTO strategy. Without it, you are flying blind.
Strategy 3: Gamifying the Search for Eligible Volunteers
Data collection can be tedious. To make internal marketing of volunteer time off engaging, turn it into a friendly competition.
The “VTO Scavenger Hunt”: Challenge your program staff to identify as many VTO-eligible volunteers as possible in one month.
The Goal: “Identify 20 volunteers who work for companies with VTO policies.”
The Method: Staff can ask volunteers during shifts, check email domains (e.g., @deloitte.com), or review LinkedIn profiles.
The Prize: The staff member who uncovers the most potential VTO hours wins a gift card or an extra half-day of PTO.
This gamification trains your team to be observant. They stop seeing “a volunteer” and start seeing “a Microsoft employee with 20 hours of unused VTO.”
Strategy 4: Sharing Success Stories to Build Culture
Nothing drives adoption like social proof. When a volunteer successfully uses VTO, celebrate it internally.
The “Win of the Week”: In your weekly staff email, highlight a VTO success story. For example, “Shout out to our volunteer coordinator, Sarah! She noticed a volunteer wearing a Salesforce t-shirt, asked about VTO, and now that volunteer has committed to 7 full days of service (56 hours) using their VTO benefit!”
Visual Reminders: Create a “Corporate Impact Wall” in your office. Post logos of companies whose employees have used VTO to support you. This serves as a constant visual reminder to staff that corporate partnerships are vital to your ecosystem.
Leveraging Technology to Support Your Team
Manual tracking is the enemy of sustainability. If marketing volunteer time off internally requires your staff to spend hours Googling corporate policies, they will eventually stop doing it. You need to equip them with the right tools.
Employer Search Tools: Invest in a corporate giving database, such as Double the Donation. These tools can be embedded directly into your volunteer forms.
How it helps: When a volunteer enters their employer’s name, the tool instantly tells them (and your staff) whether the company offers VTO or volunteer grants. This removes the guesswork and provides immediate verification.
Automated Nudges: Use your CRM to automate the “ask.” If a volunteer registers with a corporate email address known to offer VTO, set up an automated email that says: “We see you work for [Company]. They offer 20 hours of VTO! Here is a link to the form you need to submit to get paid for your time with us.”
By automating the outreach, you ensure that every opportunity is captured, even when your staff gets busy.
Wrapping Up & Next Steps
Marketing volunteer time off internally is about shifting your organizational mindset. It requires moving away from the idea that volunteers are just “free help” and recognizing them as valuable assets with corporate backing. When your entire team—from the front desk to the executive suite—understands the power of VTO, you create a culture that maximizes every hour given to your cause.
By training your staff, integrating VTO into onboarding, and leveraging technology, you can turn your volunteer program into a robust engine for corporate engagement and financial sustainability.
Ready to get your team on board?
Don’t let these corporate benefits go to waste. Start the conversation internally today, and watch your volunteer capacity grow. Plus, see how tools like Double the Donation Volunteering can help!
Volunteer Time Off Letters: Templates to Boost Impact
/in Volunteer Time Off, Learning Center /by mackenzie.burckbuchler@doublethedonation.comVolunteers are the engines that keep nonprofits running. They staff events, mentor beneficiaries, clean up parks, and perform the essential day-to-day tasks that allow organizations to thrive. However, the number one barrier preventing supporters from volunteering more is a lack of time. Between professional responsibilities and personal lives, finding a few hours to slip away during the workday can feel impossible for your supporters. This is where Volunteer Time Off letters become a critical tool in your communication arsenal.
Volunteer Time Off (VTO) is a corporate benefit where companies pay their employees to volunteer during work hours. It removes the conflict between “earning a living” and “making a difference.” Yet, despite the fact that 66% of employers provide some form of paid time off program, many employees are unaware this benefit exists or are hesitant to request it.
By sending strategic Volunteer Time Off letters, your nonprofit can educate your supporters, encourage them to utilize their corporate benefits, and unlock hundreds of hours of reliable, daytime volunteer support. Furthermore, VTO is often a gateway to financial support; companies that offer VTO often offer volunteer grants (financial donations based on hours served).
In this guide, we’ll cover:
If you are ready to fill your daytime volunteer shifts and deepen relationships with corporate partners, this guide is your roadmap.
The Strategic Value of Promoting VTO
Why should a nonprofit spend time teaching volunteers about their own HR benefits? Because VTO solves the two biggest problems volunteer coordinators face: recruitment and retention.
When a volunteer has to take unpaid leave or use precious vacation days to support you, the “cost” of volunteering is high. When they can use VTO, the cost becomes zero—in fact, they are being paid to be there. This dynamic shifts volunteering from a sacrifice to a perk.
Expanding Your Volunteer Pool Companies with paid VTO programs offer an average of 20 hours per year per employee. This is approximately 2.5 days of full-time work that each supporter could dedicate to your mission. By sending Volunteer Time Off letters, you are essentially inviting supporters to take a “paid field trip” to your organization. This appeals to professionals who want to help but cannot commit to weekends or evenings.
Unlocking Financial Revenue VTO and volunteer grants are cousins in the corporate philanthropy world. If a company values volunteering enough to pay its employees for it, it likely also offers “Dollars for Doers” grants. 40% of Fortune 500 companies offer volunteer grant programs. By getting a volunteer in the door via VTO, you are setting the stage to ask them to log their hours for a financial grant later.
The Anatomy of a Perfect VTO Appeal
Writing a request for a supporter to take time off work requires tact and excitement. You aren’t asking for a favor; you are reminding them of a benefit they have earned. To ensure your Volunteer Time Off letters are effective, they should contain these five core elements:
1. The “Value Proposition”
Start by framing the letter around the impact the volunteer can make and the benefit to them. “Spend a day out of the office making a difference” is a compelling hook.
2. The Educational Pivot
Assume the volunteer doesn’t know their company offers VTO. Use phrases like, “Did you know your company might pay you to volunteer with us?” This positions you as a helpful resource, not just a requester.
3. Clear Eligibility Data
If you know they work for a VTO-friendly company (like Patagonia or Deloitte), be specific. Mentioning their employer by name increases open rates and engagement.
4. The “Easy Button” (CTA)
Provide a clear call to action. Do not just say “come volunteer.” Say, “Sign up for our specific VTO-friendly Friday shifts here” or “Click here to download a flyer to show your manager.”
5. The Financial Connection
Briefly mention that their time might also result in a financial grant. This plants the seed for future fundraising without making a direct monetary ask.
Scenario 1: The Known Eligible Volunteer Time Off Letter
The highest conversion rate comes from volunteers you know work for VTO-friendly companies. If your database indicates a supporter works for a company like Thomson Reuters (which offers 2 paid days/year) or GM Financial (8 hours/quarter), you can send a highly specific letter.
Quick Tip: Companies like Microsoft focus heavily on skills-based volunteering during VTO. If you are writing to a tech professional, tailor the letter to ask for specific help with IT, web design, or data analysis during their VTO hours.
Scenario 2: The Unknown Eligibility Volunteer Time Off Letter
For the majority of your database, you may not know their employer, or you may not know if that employer offers VTO. In this case, your Volunteer Time Off letters serve as a discovery tool. You are educating them on the concept and asking them to investigate.
Scenario 3: The Volunteer Time Off Advocacy Letter
What if a volunteer checks, but their company doesn’t offer VTO? Don’t let the conversation end there. Employees have significant leverage to shape corporate culture. You can provide a template for them to send to their HR department to advocate for a VTO program. This positions your nonprofit as a thought leader and partner in their professional development.
Best Practices for Sending VTO Emails
To ensure your Volunteer Time Off letters result in filled shifts, you need to be strategic about when and how you send them.
1. The “Use It or Lose It” Campaign
Most corporate VTO hours reset on January 1st. In October and November, send a dedicated email reminding volunteers that they might have unused VTO hours that will expire. Frame it as “Don’t leave your benefits on the table!” This creates urgency during the critical year-end giving season.
2. Group Volunteer Pitches
VTO is often used for team-building. Modify your letters to ask volunteers to bring their whole department. “Have VTO? Bring your team for a Service Day!” is a compelling pitch for managers looking for morale-boosting activities.
3. Integrate into Onboarding
When a new volunteer signs up with you, include a section on VTO in their welcome packet. “Check if your employer offers VTO” should be a standard step in your onboarding checklist, right next to signing the waiver.
4. Leverage Data Tools
If you are using a tool like Double the Donation, you can identify which of your donors work for VTO-eligible companies automatically. This allows you to segment your email list and send the “Known Eligibility” template only to the people you know can act on it, increasing conversion rates and reducing email fatigue.
Wrapping Up & Next Steps
Volunteer Time Off letters are a low-cost, high-impact way to increase your volunteer capacity. By guiding your supporters to utilize the corporate benefits available to them, you validate their desire to help while securing the daytime support that is often so hard to find.
Remember, you are not imposing on your volunteers; you are helping them access a perk they have earned. You are empowering them to integrate their professional life with their personal values.
Ready to fill your volunteer calendar?
Start turning corporate policy into nonprofit impact today! Plus, see how a solution like Double the Donation Volunteering can help your team grow its impact with ease.
Volunteer Grant Letters: Templates to Boost Revenue
/in Volunteer Grant Basics, Learning Center /by Kyra EngleVolunteers are the lifeblood of the nonprofit sector, dedicating their time, energy, and skills to power missions forward. From staffing events to mentoring youth, these supporters provide essential labor that organizations simply could not afford otherwise. However, there is a way to make their impact go even further, transforming their hours of service into direct financial support without asking them to open their wallets. The secret lies in effective communication through strategic volunteer grant letters.
Many of your volunteers work for companies that offer “Dollars for Doers” or volunteer grant programs. These corporate initiatives award monetary grants to nonprofits based on the number of hours employees volunteer. Despite the immense potential of these programs, billions of dollars in corporate philanthropy go unclaimed every year, primarily because volunteers are unaware that these programs exist or do not know how to submit a request. By incorporating specific volunteer grant letters into your communication strategy, you can bridge this awareness gap, guide your supporters through the submission process, and unlock a sustainable stream of unrestricted revenue.
In this guide, we’ll cover:
Whether you are looking to engage a single super-volunteer or launch a campaign for your entire supporter base, this guide provides the tools and templates you need to turn volunteer time into corporate treasure.
The Strategic Value of Volunteer Grant Communications
Before diving into the templates, it is vital to understand why these letters are a necessary component of your fundraising strategy. Volunteer grants are a form of corporate philanthropy where companies provide monetary donations to organizations where their employees volunteer. Essentially, corporations monetize the generosity of their workforce to support the communities where they live and work.
The potential financial impact is significant. Approximately 40% of Fortune 500 companies offer volunteer grant programs. On average, these companies provide between $8 and $15 per hour volunteered. For a dedicated volunteer who contributes 50 or 100 hours a year, this can translate into hundreds or even thousands of dollars in grant revenue for your nonprofit.
However, the challenge lies in participation. The average employee participation rate for volunteer grant programs sits at a mere 3%. This is rarely due to a lack of willingness on the part of the employee; rather, it is a lack of awareness. Most volunteers do not know their company offers such a program, or they find the submission process opaque. By sending targeted volunteer grant letters, you remove these barriers. You educate the supporter, provide them with the necessary data (such as your Tax ID and contact information), and make the submission process frictionless. This proactive approach transforms your volunteer program from a source of labor into a source of revenue.
Did You Know? Volunteerism and financial giving are deeply connected. 79% of people who volunteer also donate money to the organization they serve. By engaging volunteers with grant opportunities, you are tapping into a highly motivated segment of your audience that is already invested in your success.
The Anatomy of a Perfect Volunteer Grant Letter
Writing an effective request requires a delicate balance. You are asking a supporter who has already given their time to take an additional administrative step. To ensure your volunteer grant letters are well-received and effective, they must be structured to express gratitude first and make the “ask” second.
Every effective letter or email should contain the following elements:
1. Sincere Gratitude
Always open by acknowledging the volunteer’s specific contribution. Whether they worked a specific event or serve weekly, validate their time before asking for anything else. This reinforces their value to the organization.
2. The Educational Hook
Assume the volunteer does not know what a volunteer grant is. Briefly explain that their employer might donate money based on the hours they have already served. Frame this as a benefit to them—a way to double their impact without extra work.
3. Clear Eligibility Data
If you know they work for a specific company (like Microsoft or Verizon), mention the company’s specific program details. If you are unsure, provide a link to a search tool where they can check their eligibility instantly.
4. The “Cheat Sheet”
To submit a request, volunteers usually need specific details about your nonprofit. Do not make them hunt for this information. Include a sidebar or section in the letter with:
5. A Direct Call to Action (CTA)
Provide a link to their company’s submission portal if available, or a link to your own “Volunteer Grants” webpage where they can find instructions.
Scenario 1: The Known Eligible Volunteer (Action)
The most high-value opportunity in your database is the volunteer who works for a company known to have a grant program. For example, Verizon offers $750 for 50 hours of volunteer work, and ExxonMobil offers $500 for every 20 hours. If you have collected employment data during registration, you can send a highly targeted letter.
Quick Tip: Companies like Microsoft offer $25 per hour volunteered with no minimum threshold. For volunteers at these companies, you can send this letter after a single shift!
Scenario 2: The Unknown Eligibility Volunteer (Clarification)
For the majority of your volunteers, you may not know where they work, or you may not know if their employer has a program. In this case, your volunteer grant letters serve a dual purpose: data collection and education. You are casting a wider net to uncover hidden opportunities.
Scenario 3: The Ineligible Volunteer (Advocacy)
Sometimes, a volunteer will check their eligibility only to find their company does not have a program. This is not a dead end. Employees have a significant influence over corporate culture. You can provide a template for these super-volunteers to send to their HR departments to advocate for a new program.
Best Practices for Sending Volunteer Grant Emails
Writing the letter is only the first step. To maximize the open and conversion rates of your volunteer grant letters, you must consider the timing, frequency, and method of delivery. Check out these top tips for doing so well.
1. Timing is Everything
The best time to ask for a volunteer grant is when the volunteer is feeling most connected to your work.
Post-Event: Send an email 24-48 hours after a major volunteer event or shift. The experience is fresh, and they are likely still thinking about the impact they made.
Milestones: If you track hours, trigger an email when a volunteer hits a common threshold, such as 10, 20, or 40 hours. This is highly effective because many companies set these specific hours as minimums for grant eligibility.
End of Year: Many corporate giving programs run on a calendar year. Send a reminder in November or December, urging volunteers to submit their requests before their accumulated hours expire.
2. Segmentation
Don’t send the same generic email to everyone. If you know a volunteer who works for Allstate, send them the specific Allstate template. If you know a volunteer is a retiree, send them a message highlighting that many companies extend matching and volunteer grant privileges to retirees as well. Targeted messaging shows you are paying attention and respects the donor’s time.
3. Data Collection at Intake
The most effective way to improve your volunteer grant strategy is to collect employment data before you need to send the letter. Add an optional “Employer” field to your volunteer registration forms. Even better, use a search tool widget that allows them to select their company from a list. This gives you the data you need to segment your lists from day one.
Integrating Volunteer Grants into Your Broader Strategy
Volunteer grant letters should not be a standalone initiative. They work best when integrated into a broader culture of corporate philanthropy within your nonprofit.
The Website Hub
Create a dedicated “Volunteer Grants” or “Workplace Giving” page on your website. This page should host your search tool, your EIN/Tax ID, and instructions for major local employers. Link to this page in every email you send. This ensures that even if a volunteer deletes the email, they can find the information later when they are ready to submit.
Onboarding and Training
Mention volunteer grants during volunteer orientation. Hand out a flyer with the “Cheat Sheet” information. When volunteers hear about the program verbally and receive a follow-up letter, the message is far more likely to stick.
Recognition
Celebrate the volunteers who successfully submit grants. A shout-out in a newsletter or a social media post saying, “Thanks to Sarah and her employer, Microsoft, for a $500 grant!” encourages others to check their own eligibility. It validates the effort and proves that the process works.
Top Companies to Watch For
As you review your volunteer lists, keep an eye out for employees from these companies. They are known for having accessible and generous volunteer grant programs. Prioritizing outreach to these individuals is a high-ROI activity.
If you see these domains in your email list, send the “Known Eligible” template immediately!
Automating the Process
For small teams, sending individual emails to every volunteer is impossible. This is where automation comes in. Tools like Double the Donation can integrate with your volunteer management system. When a volunteer registers, the system captures their employer. It can then automatically trigger the appropriate volunteer grant letter based on that data.
Automation ensures that every eligible volunteer receives the right message at the right time, without your staff having to lift a finger. It moves the process from a manual burden to a background revenue generator.
Wrapping Up & Next Steps
Volunteer grant letters are a low-cost, high-reward tool in the nonprofit fundraising arsenal. They honor the dedication of your volunteers while unlocking a stream of corporate revenue that is often left behind. By providing clear, gratitude-filled, and informative communication, you empower your supporters to become even greater champions for your cause.
The process doesn’t have to be complicated. Start by adding an employer field to your intake forms. Then, use the templates provided above to craft your initial outreach. Whether you are sending a manual batch of emails or setting up an automated workflow, the most important step is simply asking.
Ready to boost your volunteer revenue?
Don’t let these valuable hours go to waste. Start turning those hours into dollars today! Plus, see how tools like Double the Donation Volunteering can help you do so.
A Smart Nonprofit’s Guide to the Volunteer Grant Process
/in Volunteer Grant Basics, Learning Center /by Erin LavenderThe lifeblood of any nonprofit organization is the dedication of its volunteers. From preparing food boxes to mentoring youth, the hours given freely by passionate supporters are invaluable. But what if those hours could be converted into hard cash, providing a secondary revenue stream with no extra time commitment from your supporters? This is the power of the volunteer grant process, a key component of corporate philanthropy that most nonprofits overlook. It’s a goldmine of unclaimed funding, often sitting right under your nose, waiting for a simple, proactive nudge.
For nonprofits operating with lean teams and tight budgets, securing every possible dollar matters. Volunteer grant programs, sometimes called “Dollars for Doers,” offer a remarkable opportunity to increase the financial return on volunteer time, essentially giving your organization “free money”. However, tapping into this potential requires a clear understanding of the process and a proactive strategy to guide your supporters through it. With thousands of companies offering these programs, learning how to leverage the Volunteer Grant Process can dramatically boost your volunteer program’s return on investment (ROI).
In this guide, we’ll cover:
The misconception that corporate giving is reserved only for major organizations or requires too much administrative work often prevents mid-sized and smaller nonprofits from exploring the lucrative avenue of volunteer grants. Yet, technology solutions now exist to streamline the identification, outreach, and submission steps, removing the heavy manual lifting for your development team. By integrating simple, automated tools into your existing volunteer and fundraising processes, your nonprofit can systematically convert volunteer hours into much-needed revenue, fueling your mission on a whole new level.
Why the Volunteer Grant Process Matters for Your Nonprofit
Volunteer grants represent a crucial but often unrealized funding source in the philanthropic landscape. These programs are designed by companies to provide monetary donations to organizations where their employees dedicate their time. This means that the valuable time your volunteers invest is multiplied by a financial contribution from their employer, substantially increasing the overall impact of their service.
For every hour an employee volunteers, their company may offer a grant, with many programs ranging from $8 to $15 per hour of service. This “free money” drastically increases the ROI of your entire volunteer program, making this an essential piece of corporate giving strategy. Despite this immense potential, a significant portion of volunteer grant funding goes unclaimed because both nonprofits and volunteers often lack awareness about the programs or the detailed steps required to secure the funds. Implementing a clear strategy focused on the Volunteer Grant Process is the key to unlocking this overlooked revenue.
Step 1: The Volunteer Shift and Employer Data Collection
The Volunteer Grant Process officially begins the moment a supporter decides to dedicate their time to your cause. At this initial stage, the two most critical actions for your nonprofit are ensuring the volunteer completes their shift and, more importantly, capturing their employment information.
Completing the Volunteer Shift
For any volunteer grant to be approved, the volunteer must complete a qualifying period of service. This time commitment varies widely from company to company; while some require as little as 10 hours, others may require 20 or more. As a nonprofit, your job is to provide meaningful volunteer opportunities and a reliable system for logging the time contributed.
Collecting Employer Data
The most common reason for unclaimed volunteer grant funding is the lack of information on where your volunteers work. If you don’t know the employer, you can’t tell the volunteer they’re eligible. To solve this, you must proactively integrate an employer search tool directly into your volunteer registration form. This straightforward step allows the volunteer to instantly check if their company offers a volunteer incentive program right as they sign up.
Essential Data Collection Points:
By collecting this data upfront, your organization creates a foundation for an automated, proactive outreach strategy that eliminates manual guesswork. This automated tool turns employment data into actionable insights for next steps.
Step 2: Determining Volunteer Grant Eligibility
Once a volunteer has logged their hours and provided their employer’s name, the next phase of the Volunteer Grant Process involves quickly determining their eligibility. This step is critical for sending personalized, targeted follow-up communication.
Utilizing a Volunteer Grant Database
Manually researching the thousands of companies that offer volunteer grant programs is time-prohibitive for any nonprofit team. This is where a dedicated, centralized volunteer grant database becomes indispensable. By cross-referencing the collected employer data against the database, your team can instantaneously pull up company-specific program parameters, including:
Segmenting Your Volunteer Base
With eligibility criteria determined, you can segment your volunteers into targeted groups for outreach:
This streamlined segmentation, often automated by dedicated software, ensures that every follow-up email is highly relevant and actionable, directly addressing the next step the volunteer needs to take.
Step 3: The Volunteer Grant Request and Submission
This is the make-or-break point in the Volunteer Grant Process. The responsibility for completing the official grant request lies entirely with the volunteer. Your role as a nonprofit is to eliminate all barriers by providing clear, direct access to the required submission forms and guidelines.
Delivering Company-Specific Next Steps
The most effective way to drive submissions is through automated, personalized outreach immediately following the donation or volunteer shift. This typically involves:
This immediacy capitalizes on the volunteer’s high engagement level immediately after interacting with your organization, maximizing the chances of follow-through.
The Volunteer’s Task
The volunteer typically needs to:
Your targeted outreach must clearly communicate these steps, alleviating any confusion and reducing the perceived administrative burden on the volunteer.
Step 4: Securing the Corporate Grant Funding
After the volunteer submits the request, the process shifts to the corporate side for review and disbursement.
Corporate Review and Approval
The employer’s corporate social responsibility (CSR) or human resources department will review the submission. This review confirms the employee’s status, verifies the volunteer hours logged with your organization, and checks that your nonprofit meets all eligibility criteria. If all conditions are met, the request is approved.
Grant Disbursement and Tracking
Once approved, the company issues the grant funding to your nonprofit. This payment, whether electronic or by check, completes the Volunteer Grant Process and is categorized as corporate revenue.
Marketing Strategies to Promote the Volunteer Grant Process
Maximizing revenue from volunteer grants depends heavily on successfully marketing the opportunity to your entire supporter base. A multi-channel strategy ensures you reach every eligible person.
Promote on Your Website
Your website is the single most important tool for promoting the Volunteer Grant Process. It should include:
Utilize Email and Social Media
Email and social media are perfect for personalized and broad outreach. Here’s what you should know:
Engage Local Business Partners
Don’t just wait for national companies. Target local businesses and professional service firms (e.g., law, accounting) in your area. Research their VTO policies and pitch group volunteer events, which are often covered by their employee incentive programs.
Measuring Success and Optimizing Your Volunteer Grant Strategy
To ensure your investment in promoting the Volunteer Grant Process is worthwhile, rigorous tracking and analysis are necessary.
Key Performance Indicators (KPIs)
Focus on these key metrics to gauge performance:
Continuous Optimization
Use your data to continually refine your strategy. If the “Grant Submission Rate” is low, focus on improving the clarity and timing of your follow-up emails. If “Volunteer Hours Logged” is low, promote more flexible or team-based volunteer opportunities that align with corporate VTO programs. Investing in dedicated software is the most efficient way to track these KPIs, automate outreach, and continually increase revenue without overtaxing your team.
Wrapping Up & Next Steps
The Volunteer Grant Process is a powerful mechanism for nonprofits to double the value of their volunteers’ time, converting dedication into a reliable revenue stream. While the process hinges on the volunteer submitting the final form to their employer, the nonprofit’s role in proactive promotion and streamlined execution is essential. By seamlessly integrating employer data collection into the volunteer sign-up flow, leveraging automated tools to check eligibility and deliver customized instructions, and actively marketing the opportunity across all channels, your nonprofit can unlock hundreds, and potentially thousands, of dollars in annual funding.
If your nonprofit is ready to stop leaving money on the table and fully monetize your volunteers’ generosity, explore technology solutions that automate the entire Volunteer Grant Process. Get started with Double the Donation Volunteering!
Volunteer Grant Requests: The Ultimate Nonprofit Guide
/in Volunteer Grant Basics, Learning Center /by Erin LavenderVolunteers are the heartbeat of the nonprofit sector. From stuffing envelopes to mentoring youth and cleaning up local parks, these dedicated individuals provide the essential labor that powers your mission. But did you know that their contribution can go even further? There is a hidden revenue stream attached to those volunteer hours that often goes completely untapped: corporate volunteer grants. By mastering the art of Volunteer Grant Requests, your organization can turn the gift of time into essential unrestricted funding.
For many nonprofits, the focus remains heavily on individual cash donations or major gifts. However, overlooking the corporate philanthropy sector—specifically volunteer grants—means leaving significant money on the table. These programs, often called “Dollars for Doers,” allow companies to provide monetary donations to eligible nonprofits based on the number of hours their employees volunteer. It essentially converts volunteer zeal into financial support, increasing the ROI of your volunteer program without demanding more time from your supporters.
Despite the clear benefits, many organizations struggle to secure these funds. The barrier isn’t usually corporate unwillingness; it is a lack of awareness and process. Volunteers often don’t realize they are eligible, and nonprofits often lack the mechanisms to remind them to submit a request.
In this guide, we’ll cover:
If you are ready to monetize your volunteer hours and build stronger relationships with corporate partners, this guide will serve as your roadmap to mastering the Volunteer Grant Requests workflow.
What is a Volunteer Grant Request?
A volunteer grant request is the formal mechanism through which an eligible employee asks their company to make a charitable contribution to a nonprofit where they have volunteered. It is the bridge between the physical act of volunteering and the financial payout from the corporation.
These grants are a specific type of corporate giving program designed to encourage employee engagement in the community. When an employee logs a certain number of hours (note: thresholds vary by company), they become eligible to submit a request. Once approved, the company cuts a check to the nonprofit.
Why is this important? Because it represents “free money” for your organization. Unlike competitive grant applications that require hours of writing and reporting, volunteer grants are earned through work you are already doing: engaging volunteers. However, these funds do not appear automatically. They require the volunteer to initiate a Volunteer Grant Request, and that requires your guidance and encouragement.
Did You Know? The average employee participation level for volunteer grants sits at just 3%. This low number isn’t due to a lack of volunteering; it is due to a lack of awareness that the Volunteer Grant Requests process exists. Bridging this gap is your biggest opportunity for revenue growth.
The Anatomy of a Volunteer Grant Request
To help your supporters navigate the process, you must understand what they will be asked to provide. While every company uses a slightly different portal or form (such as Benevity, CyberGrants, or YourCause), the core data requirements remain consistent. A standard request typically requires information from three distinct categories:
1. Employee Information
The company needs to verify the identity of the requester to ensure they are a current, eligible employee.
2. Nonprofit Information
The company must verify that your organization is a valid 501(c)(3) or equivalent charitable entity eligible to receive funds.
3. Volunteer Activity Information
This section proves that the service occurred and met the program’s criteria.
Quick Tip: Make this easy for your volunteers! Create a “Volunteer Grant One-Pager” that lists your nonprofit’s EIN, correct mailing address, and a contact email for verification. Hand this out at every volunteer orientation or include it in your post-event thank-you emails.
The Volunteer Grant Request Process: Step-by-Step
Understanding the lifecycle of a request allows you to intervene at the right moments to ensure completion. The process typically follows five distinct stages .
Step 1: The Volunteer Act
The process begins with the individual volunteering with your nonprofit or school. Whether they are painting a classroom, walking dogs, or providing pro-bono legal advice, the clock starts ticking on their eligibility. It is vital that you have a system in place to log these hours accurately, as the volunteer will need this data later.
Step 2: Determining Eligibility
After volunteering, the individual must determine if their employer offers a grant program. Currently, 40% of Fortune 500 companies offer volunteer grant programs. However, the specific criteria vary.
If the volunteer doesn’t know the answers, they likely won’t proceed. This is where providing a search tool on your website becomes invaluable.
Step 3: Submitting the Request
Once eligibility is confirmed, the volunteer accesses their company’s CSR portal to submit the Volunteer Grant Request. They will input the data regarding their service hours and your organization’s details. This step must often be completed by a specific deadline, such as the end of the calendar year or a set number of months after the service date.
Step 4: Verification
After the employee hits “submit,” the request enters the verification phase . The company or its third-party administrator will reach out to your organization to confirm that the volunteer actually performed the hours claimed. Responsiveness is key here; if your team ignores the verification email, the grant may be denied.
Step 5: Fulfillment and Payout
Once verified, the company approves the request and disburses the funds. These payments are often bundled and sent on a quarterly or monthly basis.
Top Companies with Standout Volunteer Grant Programs
Knowing which companies offer these programs helps you target your outreach. If you see groups of volunteers from these corporations, you should immediately be thinking about Volunteer Grant Requests.
Microsoft
Microsoft has one of the most generous programs in the corporate world. They offer a grant of $25 for every hour an employee volunteers, with no minimum threshold. This means even a single hour of service can generate revenue for your cause.
ExxonMobil
ExxonMobil encourages sustained service. They provide a $500 grant for every 20 hours an employee volunteers. This structure incentivizes repeat volunteering, which is excellent for retention.
Verizon
Verizon offers a competitive program where employees can earn $750 for 50 hours of volunteer work. They focus heavily on rewarding employees who make a significant time commitment to a specific charity.
Allstate
Allstate provides grants generally ranging from $500 to $1,000, depending on the role and time commitment of the volunteer. They are a strong partner for community-based organizations.
Disney
Disney’s “Disney VoluntEARS” program allows employees to turn their hours into charitable contributions, offering grants of up to $2,000 per year for eligible nonprofits.
Did You Know? 80% of companies with volunteer grant programs provide between $8 and $15 per hour volunteered. While this might seem small per person, when applied to a group of 20 volunteers working a 4-hour shift, the revenue adds up instantly.
Marketing Strategies to Drive More Requests
The primary reason volunteers don’t submit requests is simply that they don’t know they can. A robust marketing strategy creates multiple touchpoints to educate your supporters about the Volunteer Grant Requests process.
Leverage Your Website
Your website is your digital headquarters. You should have a dedicated “Ways to Give” or “Volunteer” page that explicitly mentions volunteer grants.
Optimize Your Email Communication
Email has the highest ROI of any marketing channel. Use it to remind volunteers of the value of their time.
Social Media Awareness
Social media is perfect for quick, educational bursts. Share graphics that explain the concept of “Dollars for Doers.”
Catch Them During Registration
The best time to get data is when the volunteer is signing up. Add an optional field to your volunteer registration forms asking for their employer. If they indicate they work for a grant-eligible company, you can trigger an automated email with submission instructions the moment they complete their shift.
Leveraging Technology to Automate Requests
Manual tracking of volunteer employment data can be overwhelming. Fortunately, technology can automate the identification and reminder process, ensuring no Volunteer Grant Requests fall through the cracks.
The Power of a Corporate Giving Database
Tools like Double the Donation’s database provide comprehensive information on thousands of companies. When a volunteer enters their employer’s name into the search tool, they are instantly presented with:
Seamless Integration
By integrating these tools into your volunteer management system or website, you create a frictionless experience. The volunteer doesn’t have to hunt for forms or ask HR; the information is served to them on a silver platter. This convenience significantly boosts the submission rate.
Furthermore, automated email streams can be set up to “nudge” volunteers who have reached a certain hour threshold. For example, if a volunteer hits 20 hours and you know they work for ExxonMobil, the system can automatically send an email congratulating them and providing the link to claim their $500 grant.
Wrapping Up & Next Steps
Volunteer Grant Requests offer a unique opportunity to double the impact of your supporters. They transform the time and energy already invested in your organization into unrestricted revenue to fund operations, programs, and growth. While the process relies on the volunteer to take the final step, the responsibility for education and encouragement lies with the nonprofit.
By understanding the anatomy of a request, identifying eligible donors through improved data collection, and leveraging automation to guide them through the submission process, you can unlock a sustainable revenue stream that grows alongside your volunteer base.
Ready to maximize your volunteer revenue?
Don’t let your volunteers’ hard work go unmonetized. Start driving more Volunteer Grant Requests today and give your mission the funding it deserves. Plus, find out how Double the Donation Volunteering can help!
Navigating the Volunteer Time Off Process for Nonprofits
/in Volunteer Time Off, Learning Center /by Erin LavenderVolunteers are the engines that keep nonprofits running, fueling everything from event logistics to daily operations. But for many supporters, the biggest barrier to getting involved isn’t a lack of passion—it’s a lack of time. Between 9-to-5 jobs and personal responsibilities, finding hours to dedicate to your mission can be a challenge. This is where Volunteer Time Off (VTO) changes the game. By compensating employees for the time they spend volunteering, companies are removing the logistical hurdles that prevent supporters from showing up.
For nonprofits, understanding the Volunteer Time Off process is not just about logistics; it is about unlocking a massive, untapped reservoir of supporter bandwidth. When a company pays its employees to volunteer, your organization gains access to motivated, reliable, and often highly skilled help without the risk of donor burnout. However, simply hoping volunteers know about these benefits isn’t enough. You need a strategy to guide them through the administrative steps, ensuring they can utilize their benefits to support your cause.
In this guide, we’ll cover:
With 66% of employers now providing some form of paid time off program for volunteering, the opportunity is vast. Yet, without a clear roadmap, these hours often go unused. By mastering the nuances of the process—from registration to verification—your nonprofit can turn corporate policy into tangible impact.
What is Volunteer Time Off?
Volunteer Time Off, often abbreviated as VTO, is a type of employee benefit where team members receive a designated number of hours to volunteer with nonprofit organizations above and beyond their existing paid time off (PTO). Essentially, it is a mechanism through which employees partake in volunteer activities during work hours while still receiving their regular pay.
While corporate philanthropy often focuses on cash donations or matching gifts, VTO focuses on human capital. It removes financial and logistical barriers for volunteers, producing a larger pool of supporters for your organization to engage with. When supporters are compensated by their employers for their time, they are more likely to get involved initially and continue their support over the long term.
Did You Know? The number of companies offering VTO programs has increased by 2 in 3 over the last decade. Furthermore, 49% of individuals state that work commitments are their biggest obstacle to volunteering. Promoting the Volunteer Time Off process directly addresses this pain point!
Why the VTO Process Matters for Your Nonprofit
Understanding the mechanics of VTO is crucial because the burden of proof often falls on the volunteer. Unlike a direct corporate grant that might be handled between a CSR officer and your development director, VTO is an employee-driven benefit. If your volunteers don’t know the process, they likely won’t use the benefit.
By familiarizing your team with how these requests are made, approved, and verified, you can become an active partner in the process. You can provide the necessary documentation, offer shifts that align with corporate requirements, and remind volunteers to utilize their hours before they expire. This proactive approach transforms your organization from a passive recipient of help into a strategic partner for corporate employees.
Step 1: Registration and Employer Identification
The Volunteer Time Off process begins long before the volunteer arrives at your facility. It starts the moment a supporter expresses interest in an event or opportunity.
The Volunteer’s Role: The individual visits your website or volunteer portal to sign up for a specific shift. At this stage, they are looking for dates and times that fit their schedule.
The Nonprofit’s Role: Your primary goal here is data collection. You cannot assist a volunteer with their VTO request if you do not know where they work. During the registration process, integrate a field for employment information. This allows you to identify VTO opportunities immediately using employer data.
If you utilize volunteer management software or a corporate giving database, you can prompt volunteers to search for their employer while signing up for a shift. This is the most critical step in the funnel; catching the volunteer at the point of registration ensures that VTO is top-of-mind before they even check their calendar.
Step 2: Determining Eligibility for VTO
Once the volunteer has registered and provided their employer’s name, the next step in the Volunteer Time Off process is verifying that their specific company offers a VTO benefit and that your nonprofit is eligible to receive it.
Corporate Criteria: Every company has different guidelines. Some offer VTO only to full-time employees, while others extend it to part-time staff. Additionally, companies offer an average of 20 hours of paid volunteer time per year (equaling about 2.5 days), but this varies wildly.
Organization Eligibility: Companies may also have restrictions on the types of activities they support. While most 501(c)(3) organizations are eligible, some corporations may restrict VTO for political or religious activities.
How to Streamline This: Instead of asking volunteers to dig through their employee handbooks, you can use a corporate giving database to connect eligible supporters to volunteer time off opportunities instantly. These tools can populate eligibility requirements, minimum hours, and links to the company’s internal portal, effectively doing the research for the volunteer.
Step 3: Submitting the VTO Request and Pre-Approval
This is the step where many potential volunteers drop off if they are not properly supported. Before the volunteer shift occurs, the employee typically must submit a formal request to their employer.
The Request Workflow: In most corporate portals (such as Benevity, CyberGrants, or YourCause), the employee must log in and submit a request for “Volunteer Time Off.” They will need to provide:
Getting Pre-Approval: Most companies require this request to be approved by the employee’s direct manager or the HR department before the volunteering takes place. This ensures the employee’s absence won’t disrupt business operations.
Quick Tip: Create a “VTO Cheat Sheet” for your major corporate partners. If you know you have many volunteers from a specific local company (e.g., Home Depot or Target), draft a template email or PDF that gives them the exact description of duties and tax ID number they need to fill out their internal request forms.
Step 4: Completing the Volunteer Shift
With approval in hand, the volunteer arrives to complete their service. While this seems straightforward, it is a vital part of the Volunteer Time Off process because it is where the “transaction” of time occurs.
On-Site Experience: Ensure the volunteer has a positive experience! Remember, 62% of individuals report that the ability to volunteer during business hours is a top factor for a positive experience. If they are using VTO, they are effectively “on the clock” for their employer while serving your mission. Treat their time with the same respect you would a major donor’s money.
Tracking Hours: Accurate timekeeping is essential. Whether you use a digital check-in system or a paper sign-in sheet, you must have a verifiable record of exactly when the volunteer started and stopped their shift. This data will be required for the final step of the process.
Step 5: Verification and Proof of Volunteerism
The final step in the Volunteer Time Off process occurs after the shift ends. To ensure the employee is paid for their time (and not docked a vacation day), they usually need to provide proof of volunteerism to their employer.
Methods of Verification:
The “Double Dip” Opportunity: This verification stage is the perfect moment to ask about other corporate giving programs. If a company offers VTO, there is a high likelihood that they also offer Volunteer Grants (monetary donations based on hours served) or Matching Gifts. When verifying hours, ask the volunteer: “Does your company also donate money for the hours you just served?”
Top Companies with Standout VTO Programs
Familiarizing yourself with major employers that offer VTO can help you target your outreach. If you see volunteers registering with email addresses from these domains, you know they likely have access to a VTO benefit.
1. Patagonia
Patagonia is a leader in corporate activism. Their program offers up to 18 paid volunteer hours per year. Furthermore, they offer an environmental internship program where employees can take up to two months of paid time away from work to volunteer with an environmental group.
2. Thomson Reuters
This major information conglomerate offers two paid days (16 hours) of volunteer time each year. Their program is inclusive of company-sponsored volunteer activities and focuses on local community investment .
3. Microsoft
A giant in corporate philanthropy, Microsoft is known for its high matching gift limits, but they also support volunteerism vigorously. They focus on accessible legal knowledge and services and hack-for-good tech innovation events .
4. Deloitte
Professional services firms are among the most likely to offer paid VTO. Deloitte offers generous VTO, encouraging their highly skilled workforce to engage in skills-based volunteering .
5. GM Financial
GM Financial structures their VTO to encourage regular engagement, offering 8 hours per quarter for full-time staff and 4 hours per quarter for part-time staff . This quarterly structure is perfect for recurring volunteer roles.
Marketing the VTO Opportunity to Your Supporters
Even the most generous VTO program is useless if the employee doesn’t use it. Nonprofits play a vital role in marketing these benefits. Here are several strategies to promote the Volunteer Time Off process to your audience.
1. Create a Dedicated “Volunteers” Page
Your website should have a centralized hub for volunteer resources. If you already have a volunteer page, incorporate specific information about paid volunteer time off programs. Explain that volunteering during the workday is a valid and encouraged way to support the organization.
2. Leverage Social Media
Social media is an excellent tool for inspiring action. Share information about VTO programs on your channels. Use engaging visuals and testimonials from volunteers who have successfully used their VTO days.
Example Post: “Did you know you could get paid to hang out with us? Many companies like [Company A] and [Company B] offer Volunteer Time Off. Check your benefits and spend a day giving back!”
3. Implement Personalized Outreach
If you have captured employer data during registration, use it! Implement personalized outreach that speaks directly to the donor’s employment status.
Strategy: Send an automated email to all volunteers who work at GM Financial, reminding them that their 8 hours of VTO resets every quarter.
4. Encourage Group Events
VTO is often used for team-building. Encourage your existing volunteers to organize group events. Sometimes, encouraging a single volunteer to rally their colleagues is all it takes to expand your reach significantly . Pitch a “Department Day of Service” where a whole team uses their VTO together.
Tools to Streamline the VTO Process
Managing the Volunteer Time Off process manually can be time-consuming, especially when dealing with multiple companies and verification methods. Investing in dedicated software can automate these steps and increase your revenue.
Double the Donation’s Solutions Tools like Double the Donation and its complete automation platform are not just for matching gifts. They maintain a massive database of over 24,000 company records that includes data on VTO and volunteer grants, too.
How Automation Helps:
By automating the identification and follow-up steps, you ensure that every eligible volunteer is aware of their benefit and knows exactly how to use it, without adding administrative burden to your volunteer coordinator.
Measuring Success and Optimizing Your Efforts
To ensure your focus on the Volunteer Time Off process is yielding results, you need to track the right metrics. Establish a baseline and monitor key performance indicators (KPIs) to refine your strategy.
Key Metrics to Track:
Continuous Improvement: Use the data you collect to solicit feedback from volunteers. Are they finding the internal approval process difficult? Are your volunteer shifts too short or too long for a standard VTO day? Use surveys to understand barriers and refine your donor journey.
Wrapping Up & Next Steps
Mastering the Volunteer Time Off process is a powerful way to diversify your support streams. It transforms the volunteer experience from a personal sacrifice of time into a professional benefit, allowing you to engage a workforce that is eager to give back but constrained by the 9-to-5 grind.
By understanding the steps—registration, eligibility, request, service, and verification—and actively marketing these opportunities, your nonprofit can build stronger relationships with corporate partners and secure the operational support you need to thrive.
Ready to start capitalizing on corporate volunteerism?
Don’t let these valuable hours go to waste. Start guiding your supporters through the VTO process today and watch your volunteer program grow. Plus, find out how Double the Donation Volunteering can help!
Maximizing Volunteer Time Off Requests for Nonprofits
/in Learning Center, Volunteer Time Off /by Erin LavenderThe most valuable resource a nonprofit has is its people. Volunteers power events, drive programs, and provide the essential manpower needed to fulfill your mission. Yet, for many dedicated supporters, the desire to help is often hampered by the constraints of a traditional work schedule. This is where corporate philanthropy steps in to bridge the gap. Through Volunteer Time Off (VTO) programs, companies pay their employees to step away from their desks and into their communities. However, accessing this benefit requires navigating a specific administrative hurdle: Volunteer Time Off Requests.
For nonprofits, understanding how these requests work is not just administrative trivia; it is a strategic necessity. When you demystify the request process for your supporters, you remove the barriers standing between your organization and hundreds of hours of skilled, reliable, and “free” labor. Furthermore, because VTO programs are often tied to volunteer grants (in which companies donate money for hours served), facilitating these requests can directly increase revenue.
In this guide, we’ll cover:
By mastering the mechanics of Volunteer Time Off Requests, your nonprofit can transform corporate policies into tangible impact, ensuring that your volunteers can afford to give you the time you so desperately need.
The Strategic Value of Volunteer Time Off
Volunteer Time Off (VTO) is a type of employee benefit where team members receive a designated number of hours to volunteer with nonprofit organizations above and beyond their existing paid time off. Essentially, it is a mechanism through which employees partake in volunteer activities during work hours for regular pay.
For nonprofits, the rise of VTO is a game-changer. It provides operational support without added costs and produces a larger pool of supporters to engage with by removing financial and logistical barriers. When supporters are compensated by their employers for the time they spend with you, they are more likely to get involved and continue their support over time.
Moreover, the prevalence of these programs is skyrocketing. The number of companies offering VTO has increased by two in three over the last decade. With 66% of employers providing some sort of paid time off program for volunteering, the potential for your nonprofit to tap into this resource is massive.
Did You Know? Lack of time is the primary barrier to volunteerism. 49% of individuals state that work commitments are their biggest obstacle to volunteering. However, 62% of individuals report that the ability to volunteer during business hours would be the top factor for a positive experience. Promoting Volunteer Time Off Requests directly solves this problem.
The Anatomy of a Volunteer Time Off Request
To help your volunteers utilize their benefits, you must understand what they are required to submit to their employers. While every company has a slightly different portal or policy, a standard Volunteer Time Off Request generally requires specific data points to ensure the time is being used for legitimate charitable purposes.
This request is the formal internal process an employee must complete to get paid for their time away. It typically includes three main categories of information:
1. Employee and Policy Information
The company needs to verify that the requester is eligible for the benefit.
Employee Eligibility: Not all staff members may qualify. The request often cross-references the employee’s status (full-time vs. part-time) against the company’s guidelines.
Accrued Hours: The form will check the VTO hours the employee has accrued or is allotted for the year. For example, companies with paid VTO programs offer an average of 20 hours per year.
2. Nonprofit Information
The employer must verify that your organization is a valid charity.
Eligible Organizations: The request will ask for your nonprofit’s name and likely your tax ID or 501(c)(3) status to ensure you meet the company’s philanthropic criteria.
Contact Details: You may need to provide a contact name or email at your organization who can verify the volunteer’s attendance.
3. Volunteer Activity Information
This section details what the employee will actually be doing.
Qualifying Activities: The employee must describe the activity to ensure it aligns with the company’s values and VTO policy.
Date and Duration: The specific date of the shift and the number of hours requested are crucial for payroll giving purposes.
Quick Tip: Create a “VTO Cheat Sheet” for your volunteers. This simple PDF or webpage should list your organization’s legal name, Tax ID/EIN, a brief description of volunteer duties, and the contact info for your volunteer coordinator. When a volunteer opens their corporate portal to submit a Volunteer Time Off Request, having this info ready makes the process frictionless.
The Lifecycle of a VTO Request
Navigating the corporate bureaucracy can be intimidating for volunteers. By understanding the lifecycle of a request, your nonprofit can guide supporters through each stage, ensuring they don’t drop out of the process due to confusion.
Step 1: Identification and Registration
The process begins when a supporter registers for an event or shift with your nonprofit. At this stage, it is critical to identify where they work. If you know their employer, you can inform them of their VTO eligibility immediately.
Step 2: Submission of the Request
Before the volunteer shift occurs, the employee must log into their company’s HR or CSR portal to submit the formal request. They will input the dates, times, and your organization’s details. This acts as a request for time off, similar to asking for a vacation day, but coded specifically as volunteer service.
Step 3: The Approval Process
Once submitted, the request enters an internal approval process. This usually involves the employee’s direct manager approving the time away from work to ensure it doesn’t interfere with business operations. It may also involve the CSR department verifying that your nonprofit is an eligible 501(c)(3).
Step 4: Completing the Service
The volunteer completes their shift with your organization. This is the most important part! Ensure they sign in and out so you have an accurate record of their hours.
Step 5: Verification and Follow-Up
After the event, the employee may need to provide proof of service to their employer to finalize the VTO claim. Furthermore, this is the perfect moment to encourage the volunteer to check if their company also offers a volunteer grant (a monetary donation for hours served). 40% of Fortune 500 companies offer volunteer grant programs, so a VTO request often opens the door to further funding.
Top Companies with Standout VTO Programs
Familiarizing yourself with companies that offer generous VTO policies helps you target your outreach. If you see volunteers registering with email addresses from these domains, you should immediately encourage them to submit a Volunteer Time Off Request.
Patagonia
Patagonia is a leader in corporate activism. Their program offers up to 18 paid volunteer hours per year. Furthermore, they offer an environmental internship program where employees can take up to two months of paid time away from work to volunteer with an environmental group.
Thomson Reuters
This major information conglomerate offers two paid days (16 hours) of volunteer time each year. Their program is inclusive of company-sponsored volunteer activities and focuses on local community investment.
GM Financial
GM Financial structures their VTO to encourage regular engagement. They offer 8 hours of VTO per quarter for full-time staff and 4 hours per quarter for part-time staff, focusing on strengthening communities.
Microsoft
A giant in corporate philanthropy, Microsoft is known for its high matching gift limits, but they also support volunteerism vigorously. While they focus heavily on pro bono services, they are a prime example of a company that integrates volunteering into its culture.
Sentinel Group
Sentinel Group offers two paid days of service (16 hours) each year, focusing on education, communities, and health and wellness.
Marketing Strategies to Drive Requests
Your volunteers likely don’t know they have VTO available, or they don’t know how to use it. It is up to your nonprofit to market the opportunity. Here are several strategies to promote Volunteer Time Off Requests to your supporter base.
1. Dedicate a Page on Your Website
Create a centralized “Volunteers” page on your website. If you already have one, update it to include specific information about paid volunteer time off programs. Explain that volunteering during the workday is a valid and encouraged way to support the organization and link to resources that explain the request process.
2. Leverage Social Media
Social media is an excellent tool for inspiring action. Share information about VTO programs on your channels. Use engaging visuals and testimonials from volunteers who have successfully used their VTO days to “take a day off to do good”. This social proof can be the nudge other supporters need to submit their own requests.
3. Identify Opportunities with Employer Data
Your supporters’ employment data contains a wealth of information about available engagement opportunities. If you already know where a volunteer works, look into the company’s volunteer incentive programs. If you don’t have this data, consider using a corporate giving database tool or an employer append service to fill in the gaps.
4. Implement Personalized Outreach
Once you identify supporters who work for companies with VTO programs, initiate tailored communications. Don’t just reach out to current volunteers; engage donors who work for VTO companies as well. Focus your outreach on the benefits of paid volunteerism—a meaningful experience and a fun day out of the office.
5. Encourage Group Events
If you have existing supporters who work for companies with paid VTO policies, see if they would be willing to rally their colleagues. Encouraging a single volunteer to organize a group activity can expand your reach significantly. Corporate teams often look for VTO opportunities that accommodate groups, so positioning your nonprofit as “VTO-friendly” for groups is a smart strategy.
Leveraging Technology to Automate Requests
Managing the nuances of different corporate policies can be time-consuming. Fortunately, technology can streamline the Volunteer Time Off Request process, ensuring you capture every available hour without overburdening your staff.
Seamless Integration
Tools like Double the Donation integrate directly with your volunteer management software. When a volunteer registers for a shift, the system can prompt them to search for their employer. This captures employment data at the moment of highest intent.
Actionable Insights
Once the employer is identified, the database connects eligible supporters to volunteer grant and VTO opportunities. The system can provide the volunteer with their specific company’s guidelines, forms, and instructions, effectively automating the “how-to” portion of the request.
Automated Follow-Up
You can set up automated email streams to drive supporters to claim volunteer grants and VTO. For example, if a volunteer from Thomson Reuters signs up for a shift, the system can automatically send them an email reminding them that they have 16 hours of paid volunteer time available and linking them to the portal where they can submit their request.
Wrapping Up & Next Steps
Volunteer Time Off Requests represent a massive, underutilized opportunity for nonprofits to increase their capacity and deepen relationships with corporate partners. By shifting the perspective of volunteerism from a “nights and weekends” activity to a part of the professional work week, you open the door to a new demographic of skilled, energetic supporters.
The key to success lies in education and facilitation. Your volunteers want to help, but they need you to show them how to navigate the corporate process. By providing the right information, marketing the opportunity effectively, and leveraging technology to automate the nudges, you can turn corporate VTO policies into real-world impact for your mission.
Ready to start maximizing your corporate volunteer support?
Don’t let these valuable hours go to waste. Start guiding your supporters through the VTO process today. Plus, find out how Double the Donation Volunteering can help!
Principal Gift Fundraising: Securing Transformational Gifts
/in Learning Center, Nonprofit Basics /by Adam WeingerNonprofits thrive on the support of major donors. The most major of the major gifts a nonprofit might receive are called principal gifts.
Principal gifts bring transformational benefits and drive incredible impact, growing organizations’ capacities to run programs, serve constituents, and make a difference. They’re elusive but achievable when you have an intentional strategy to identify and secure them.
What’s a Principal Gift?
Simply put, a principal gift is a large donation made to a nonprofit by a major donor.
Nonprofits commonly consider principal gifts to be worth $1 million or more, but it’s important to remember that their exact value is relative to the size of an organization’s average gifts. You can define a rough range for major giving for your organization by identifying your top 25 or so gifts received within the past five years and determining the median of this range. This number can serve as a minimum for defining major gifts. Principal gifts would fall at the very top of (or far above) this range.
So how do you snag a principal gift? What background knowledge and strategies do you need to succeed and start transforming your organization?
In this crash course, we’ll take a closer look at principal gifts, how to pursue them, and other ways to maximize the value of your development efforts through tactics like corporate philanthropy.
Understanding Principal Gift Fundraising
Before you can begin laying out a principal gift fundraising strategy, you’ll need to understand some important context.
Principal gifts vs. major gifts: What’s the difference?
When it comes to principal gifts and major gifts, there are a few key things you’ll want to know. While a principal gift is a major gift, a major gift is not necessarily a principal gift. (Think: all squares are rectangles, but not all rectangles are squares.)
As explained above, your organization’s definition of a major gift is highly relative to your donor base and average fundraising data. A principal gift is simply a large gift at the top of or above that range of major giving.
Nonprofits pursue major and principal gifts using similar tactics but note that principal gifts have an especially long lifecycle. The larger the gift, the more discussions, care, and due diligence that go into the process. This is also true because principal gifts can generate significant publicity when given by high-profile philanthropists. Options should be weighed carefully before nonprofits and principal donors make public “investments” in one another and link their images.
You may also encounter the term lead gift. These are also large major gifts, but they’re received specifically in the context of major fundraising campaigns. A capital campaign’s fundraising goal, for example, is traditionally topped by a large lead gift, followed by a couple of smaller (but still major) gifts, and then more and smaller gifts down the line in a pyramid structure. This approach is highly efficient, allowing nonprofits to focus first on the handful of highest-impact gifts that will push the campaign the furthest forward.
Who gives principal gifts?
Major donors give principal gifts to nonprofits.
Sometimes, but not always, these donors are high-profile, high-wealth philanthropists—think Mackenzie Scott making waves in the nonprofit world with a new mega-gift. This situation is often what nonprofits imagine when they hear the term “principal gift.”
But again, it’s important to remember that the value of major gifts is relative and that no two donors are alike. What they do have in common is the capacity and inclination to give major gifts, whatever that might mean for your organization.
If you’ve taken concrete steps to invest in prospect research and major gift fundraising, there’s a good chance you’re already in touch with (or in the orbit of) a potential principal gift donor for your organization’s major giving range.
How are principal gifts usually given?
Principal gifts are not usually given out of cash but rather from saved assets (or a mix of cash and assets).
These non-cash assets often include:
When you pursue large donations, it’s important to be flexible in the types of gifts you can accept. Wealthy donors often prefer to give from saved assets rather than from liquid cash, not only because this won’t affect their day-to-day finances but also for the unique tax benefits that different non-cash gifts can bring. We’ll explore this best practice in greater detail below.
How do nonprofits pursue these gifts?
Nonprofits pursue principal gifts as part of their development programs, typically overseen by a dedicated staff member.
Nonprofit development provides the core structure and processes for principal gift fundraising. Having a development approach in place is generally a prerequisite for success. (Keep in mind, though, that even small shops succeed with development with the right tools and prioritization tactics!)
The fundraising strategies used for principal gifts are similar to those for other major gifts but heightened in intensity. One-on-one engagement is even more important for principal gift fundraising, for example. Other best practices take increased emphasis, as well, like the importance of networking in the prospect identification process.
How can you frame a principal gift as a high-impact challenge match?
When soliciting a gift of this magnitude (such as $1M or more), you aren’t just asking for a donation. Instead, you are inviting the donor to become a strategic partner. One of the most effective ways to do this is by positioning the principal gift as the funding source for a multi-year challenge match campaign.
Instead of the money simply going into a building fund or endowment, it serves as “leverage” to inspire hundreds or even thousands of other donors. For example: “Your $1 million gift will be used to match every dollar raised from the community for the next three years, effectively turning your $1 million investment into $2 million of impact.”
This approach appeals to the entrepreneurial mindset of many principal donors. It offers them:
By presenting the gift in this light, you shift the conversation from simple philanthropy to strategic investment. This collaborative approach validates their financial acumen and often provides the final push a donor needs to commit to a transformational gift.
How to Build a Principal Gift Fundraising Program: 10 Key Steps
So you’re ready to get serious about pursuing and securing principal gifts for your nonprofit. How do you build a program to support that goal? We break it down into the following key steps:
1. Understand principal donor motivations.
First, take the time to understand why principal donors give such large gifts. As with other major donations, these gifts are motivated by a range of different personal reasons. These might include:
Always keep in mind that philanthropists give strategically—of course, they choose to give to the specific causes and organizations that matter to them, but additional motivations usually come into play. Understand these, and you can better align your own goals with those of your prospects.
2. Audit your existing development practices.
Principal gift fundraising occurs as part of your other development practices. Review your current processes for major gift fundraising, planned giving, and other high-impact or nontraditional forms of one-on-one fundraising. Consider the entire major donor lifecycle and the steps, tools, and best practices you use at each stage. These include:
Pay extra attention to the logistical processes that drive this lifecycle, especially moves management and your CRM practices. You’ll rely on these for principal gift fundraising just as you do for other giving programs.
Ideally, you’ll have data to refer to. Check out your historical performance with major gifts. Is your prospect pipeline consistently full or running low? Are there stages in the lifecycle where many prospects seem to drop off? Are your qualification criteria appropriate and up-to-date?
Identify potential improvements and make them (and/or consider how you’ll adjust them for principal gifts).
3. Screen your database and research connections.
Next, you’ll begin identifying your first principal gift prospects.
Look to your existing base of support. A pre-existing relationship with your nonprofit is one of the most reliable indicators of giving likelihood. Run a wealth screening to find those donors and contacts with the means to give a gift in the upper half or so of your nonprofit’s defined range for major gifts.
It’s normal in major and principal gift fundraising to branch outside of your direct contacts to find prospects, as well. However, this doesn’t mean cold-calling individuals in your community who you know to be wealthy. Existing, organic connections will yield the best results. Look to your current major donors and consider what you know or could find out about:
Local histories, publications, social media (especially LinkedIn), the annual reports of other nonprofits, and more are all viable research routes. And remember, if you have strong working relationships with any major donors, don’t be afraid to just ask. Set up a call or lunch to let them know your organization is seeking more high-impact support. Do they have any friends, family, or colleagues who’d also be interested in your mission?
Top Tip: Using Advanced Employment Data for Verification
When vetting prospects for principal gifts, standard wealth screening often isn’t enough. Instead, you need to verify liquid capacity and career trajectory. This is where donor employment data becomes a critical, advanced tool.
After all, identifying a prospect’s specific industry, job title, and employer (e.g., “Senior Vice President at [Publicly Traded Company] in the tech industry”) allows you to look deeper than just real estate holdings. It unlocks insights into:
By confirming employment details, you move a prospect from “suspected wealth” to “verified capacity,” ensuring you don’t waste time soliciting a principal gift from someone who is merely house poor.
4. Map out your relationships with major donors.
Review everything you’ve learned from researching top prospects and their connections. Then, map it out.
This might mean using a notebook or simple design tool to literally draw connections between your contacts and individuals you’d like to meet—whatever works! You’ll likely be surprised to find that many high-impact donors move in similar social circles, especially in smaller communities.
Visually look for connections and correlate them to your research insights. This process can yield some valuable results. For example, you might find several connections from existing donors pointing to one individual in the community. This person might be a prime candidate for outreach because of the organic personal or professional connections that you already have with them.
5. Review your donor qualification criteria.
Before finalizing a list of prospects, you need to qualify and prioritize them. Principal gift fundraising is highly time-intensive and requires one-on-one communication over extended periods. You’ll need to have a plan to spend your time wisely, that is, by focusing first on those most likely to give.
Qualification is the process of defining the characteristics of a strong giving prospect and using them to update your prospect lists for more efficient and targeted outreach. Qualification criteria can include:
Note that some criteria can (and often should) be weighted more heavily than others. Existing direct connections with your nonprofit should be prioritized over indirect connections, or you may learn over time that personal indirect connections are better indicators than professional ones.
Not every prospect will check every box, but this approach does allow you to tackle the prioritization process in a standardized, easily repeatable way. Many fundraising experts recommend making qualification a recurring activity for your development team to ensure continued effectiveness—Graham-Pelton’s donor qualification guide lays out why and how to do this.
You should also keep your qualification criteria up-to-date over time, and create different variations of them for different giving programs. For example, while principal gift donors, major donors, and planned gift donors might share some common characteristics, these are not perfectly overlapping groups. Qualification makes it easy to build in a more targeted approach from the very start.
6. Build a preliminary list of principal giving prospects.
Next, use your qualification criteria to screen the list of donors and prospects you identified in Steps 3 and 4.
Rank them according to your criteria, and you’ll have a handy, easy-to-use shortlist of your very top principal gift prospects.
7. Develop outreach strategies.
Now you can begin thinking about how you’ll get in touch with your prospects. Consider these tips:
With these tips in mind, take a closer look at everything you’ve learned about each prospect and conduct more research if needed. Use this information to lay out personalized outreach strategies for each individual.
8. Start reaching out to build relationships.
Begin reaching out! Work your way down your shortlist of prospects, starting conversations, having calls and meetings, and introducing them to your organization, its work, and its needs.
During this stage, take your time and follow standard gift cultivation best practices that you follow for other major gifts.
Take an interest in your prospects’ personal and professional lives, and work to show them how a partnership would drive impact in the community. Remember that gifts of any size can be restricted or unrestricted—if a prospect shows interest in one particular program or service that your nonprofit runs, lean into it.
You should also seek to learn more about your prospects’ giving motivations so that you can best tailor your eventual solicitations. For example, a wealthy middle-aged prospect might be nearing retirement age and interested in financial planning. You could explain to him or her that various types of planned gifts can actually provide donors with regular income payments while reducing their tax bills, making these arrangements ideal vehicles for principal donations.
9. Double down on moves management and record-keeping.
Throughout the cultivation and solicitation processes, keep close track of your touchpoints with prospects. Organized moves management is essential.
Use your CRM to record each touchpoint, add notes, and tag it with the appropriate prospect. This will take all the guesswork out of preparing for your next conversation and determining the right time to make the ask.
Check out our introduction to moves management for a quick overview of this process.
And aside from tracking your interactions with prospects, be prepared to handle other logistics once you make a successful solicitation. Finalizing a principal gift will involve working closely with the donor and perhaps their (and your) lawyer to hash out the details, especially for non-cash gifts that require legal transfers of ownership or other arrangements. Keeping tidy records of your organization’s finances is always important, and you’ll need to have crystal-clear records of your principal gifts.
10. Prioritize engagement and stewardship.
As you build relationships with principal gift prospects, introduce your giving programs, and lay out compelling cases for support, you’ll hopefully soon successfully solicit your biggest donation yet. Thank your donor, work out the fine print, thank them again, and begin facilitating the donation.
What next?
Ongoing engagement and stewardship are already important for your major donors—doubly so for principal gift donors. They are extremely valuable partners for your mission. You should have a plan to:
By maintaining and growing your relationships with key supporters over time, you’ll retain their support, secure additional gifts in the future, and build a stellar reputation for your nonprofit. Who wouldn’t want to be known as an organization that inspires transformational gifts and fosters a thriving community?
How to Make the Most of Your Development Strategies
You’ve built effective development strategies and are well on your way to securing a principal gift that will take your work to the next level. Your prospect pipeline is humming along, and everyone’s excited to drive your nonprofit’s goals forward. What next?
Stay on the lookout for ways to maximize the impact of your development work. There are all kinds of ways you can generate more value through your giving programs. For example:
1. Promote matching gifts, volunteer grants, and payroll giving. These employer-offered CSR perks are effortless ways to boost the value of your donations. Ask your donors (at all giving levels) to check their eligibility or have you research it for them. Nonprofits’ board members are also often significant donors—don’t forget that their board service might qualify for volunteer grants through their employers, as well!
Luckily, Double the Donation streamlines the entire process for you and creates easy value-adds up and down your donor pyramid. Learn more or request a demo to see our platform in action. For more information on how the platform works, check out this video:
2. Provide flexible giving options. As mentioned above, major and principal donors often like to give from assets rather than cash for numerous reasons. Be prepared to offer and discuss these giving options. Making it easy to give in a preferred way almost guarantees that you’ll raise more in the long run. Look for tools that simplify the process of accepting stock donations, gifts crypto, donor-advised fund grants, and more as needed.
3. Monitor federal and state tax changes. Tax incentives are powerful motivators for donors when large gifts are involved. Stay aware of developments at the federal and state levels so that you can have productive conversations with prospects. Help them understand the potential benefits of donating (but don’t give explicit financial advice—leave that to the financial and legal professionals).
4. Suggest gift-matching challenges to your top donors. Planning a new major fundraising campaign or giving day? Try asking a longtime major donor to offer a unique gift-matching challenge! This involves your major donor matching all gifts made to your organization within a specific timeframe, and it can be an easy way to supercharge your fundraising results in a short time. Plus, it’s an easy way to engage your major donor with a serious opportunity to drive impact.
5. Research further funding connections and opportunities. Keep researching your donors’ and prospects’ connections over time. Major supporters who are philanthropically active might have connections with foundations that you can tap into to get your foot in the door for new grant funding. Wealthy individuals might even eventually form their own private or family foundations—make sure your nonprofit is a preferred partner right from the start.
Additional Considerations of Principal Gift Fundraising
Principal gift fundraising can completely transform your nonprofit’s ability to pursue its mission. But it also comes with unique challenges and considerations to keep in mind:
It’s also recommended to look for ways over time to build more business connections as your organization grows. By integrating corporate philanthropy into your development strategies, you can build extremely fruitful and resilient revenue sources for your nonprofit. Ask your major and principal donors about their careers. Learn more about their employers. Use your existing relationships to springboard new corporate partnerships or sponsorships—the sky’s the limit!
Wrapping Up & Next Steps
Despite its nuances and unique considerations, principal gift fundraising is easily the highest-impact form of fundraising that a nonprofit can conduct. These particularly generous gifts are often the foundation of a successful capital campaign, providing the early momentum needed to go public. For a complete guide on how these gifts fit into that broader structure, see our Ultimate Guide to Capital Campaigns.
From there, understanding principal gift fundraising, its distinctions, and why major donors choose to give can go a long way. Build and improve upon your existing development strategies, and focus heavily on research and preparation. With the right plan in place and plenty of time to build relationships, you’ll be on your way to securing a transformational gift.
Want to learn more? Take a deeper dive with these related resources:
Double the Donation and MonkeyPod Partner to Release Streamlined Corporate Matching Gifts Integration for Nonprofits
/in Press Releases, Company Updates /by Peter NaderaDouble the Donation and MonkeyPod are excited to announce a new partnership helping nonprofits capture additional corporate matching gift revenue effortlessly. Through this new integration, MonkeyPod users can now leverage Double the Donation’s industry-leading matching gift automation tools to identify eligible donors post-donation and drive matches to completion.
This integration enables donors to search their matching gift eligibility after giving and immediately access clear, guided next steps to submit their matching gift request. By streamlining the process for donors and removing guesswork, organizations can identify more matching gift opportunities that might otherwise go unrealized.
“We continue to see corporate giving programs grow, and we’re excited to make Double the Donation’s matching gift functionality available on MonkeyPod fundraising pages,” said Adam Weinger, President of Double the Donation. “Nonprofits are looking for effective ways to increase support, and corporate matching gifts are still one of the most underutilized opportunities. We’re hopeful this integration will make it even easier for organizations to unlock this additional funding.”
The Double the Donation Matching and MonkeyPod integration is available now for organizations looking to raise more from matching gifts. All mutual users of Double the Donation and MonkeyPod can leverage this integration at no additional cost. Follow our integration guide for more information on activating the MonkeyPod integration.
Ready to add matching gift automation to your MonkeyPod donation forms? Request a demo with Double the Donation today and let our team know you’re using MonkeyPod. Interested in elevating your matching gift strategy even further? Enroll in our Matching Gift Academy for in-depth guidance on growing your matching gift revenue!
And if you’re interested in learning how MonkeyPod can support your nonprofit’s fundraising efforts and more, request a demo. New MonkeyPod subscribers can get 20% off the first year of their subscription.
About MonkeyPod: MonkeyPod is a true all-in-one platform for nonprofits, natively unifying accounting, CRM, fundraising and more in a single system. Built by nonprofit veterans, MonkeyPod eliminates the cost and chaos of fragmented software by handling everything from donor relationships to audit-ready financial reporting. By automating busywork like bookkeeping and sending receipts, MonkeyPod frees organizations to focus on their mission, not the minutia.
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 Matching 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.