As an association leader, your plate is full. Juggling member retention, event planning, and operational efficiency often feels like a delicate balancing act. If your current tools aren’t pulling their weight, managing your day-to-day operations only gets harder.
Enter association management software (AMS): a transformative tool designed to streamline operations, enhance member engagement, and free up time. But with so many options on the market, how do you choose the right platform?
This guide will demystify the process and help you find your perfect AMS. That way, your organization can invest in a system that meets your needs today and evolves with you tomorrow. Here’s what we’ll cover:
Whether you go with an association management platform on our list or choose a different one, you’ll have the knowledge you need to navigate your options confidently. Let’s dive in.

Association Management Software FAQ
Before diving into specific picks, let’s answer a few questions executive directors, chief technology officers, and membership directors typically have about this type of software.
What Is Association Management Software?
Association management software (AMS) is a specialized platform designed to help membership organizations manage their operations. It centralizes key functions like member management, event planning, fundraising, communication, website management, and financial tracking into one cohesive system.
With an AMS, you can streamline administrative tasks, such as:
- Maintaining a searchable member database.
- Processing online payments, membership dues, and donations.
- Designing online event registration pages and automating event reminders.
- Building and maintaining a website to share announcements, resources, events, a member directory, industry news, and more.
- Communicating with members via email or other online platforms.
- Generating detailed financial reports, insightful analytics, and membership overviews.
By automating routine tasks and providing valuable insights, an AMS empowers organizations to enhance member engagement, streamline processes, and focus on achieving their mission.
What’s The Difference Between an AMS and a Community Platform?
While association management software and community platforms both support member engagement, they have distinct purposes and focus areas:

- Purpose: Association management software handles operational and administrative needs for membership-based organizations. Community platforms foster interaction among members.
- Core Features: Common AMS features include member databases, dues collection, event registration, and financial reporting. Meanwhile, common features in community platforms include discussion forums, content sharing, messaging tools, and gamification to encourage community participation.
- Goal: While an AMS streamlines and centralizes organizational processes for efficient administration, a community platform creates a vibrant space for members to share ideas and build relationships.
- Examples of Use: Leverage an AMS to track membership dues, send targeted emails, and keep a centralized database of members’ engagement history and contact information. Meanwhile, use your community platform to host online discussions, conduct polls or surveys, and provide members with access to shared documents and training materials.
Trade and professional associations often use both systems together. While an AMS meets operational needs, a community platform deepens member connections and engagement.
Why Should We Invest in an Association Management Platform?
An association management platform offers transformative benefits for your organization by streamlining operations, enhancing member satisfaction, and driving long-term growth. Here’s why it’s a smart investment:
- Save time and money by simplifying administrative tasks. Association management platforms automate routine tasks like tracking membership dues, processing payments, and managing event registrations. This reduces your team’s administrative burdens, freeing up time to focus on strategic initiatives.
- Enhance member engagement. With tools like personalized communication, member portals, and event management, an AMS helps you create an engaging member experience. From welcoming new members to consistently promoting benefits, actively engaging members leads to greater participation and more renewals.
- Centralize member and financial data. An association management platform serves as a single source of truth for all your organizational data, from member profiles to financial records. This makes it easy to access, analyze, and act on insights, improving decision-making and efficiency.
- Enhance professionalism. An AMS enables you to maintain a polished online presence with customizable websites, event pages, and member portals. This helps build credibility with current and prospective members.
Instead of using disparate systems, invest in a single platform that helps your association operate efficiently, engage members, and achieve its mission. An investment in the right platform is an investment in your organization’s growth and long-term success.
What Features Should My Association Look For?
As with any software, focus on features that align with your organization’s specific needs and budget. A few key features to prioritize in your AMS search include:

- Membership management tools, including a centralized member database to organize member profiles, advanced search and filtering capabilities for easy data retrieval, and automated membership renewal reminders and processing.
- Event management to create registration pages, automate attendee tracking, maintain event calendars, and host virtual events.
- Member engagement tools, such as a self-service member portal, an online community, and gamification features like badges or leaderboards.
- Financial management to process dues, event fees, and donations. Ensure you have invoicing, automated receipt generation, and robust financial reporting tools.
- Communication tools such as newsletter creation, email segmentation capabilities, and feedback collection features.
- Website and content management, such as a website builder and member-only portals for exclusive content, resources, or forums.
- Reporting, including customizable dashboards to monitor metrics like membership growth and event attendance as well as detailed financial reports.
- Integrations with other popular association tools, such as your accounting software, marketing platform, or community engagement software.
Before investing in an AMS, ensure it also has a supportive vendor. A vendor that offers comprehensive training and support will help you get your system up and running without a hitch.
20+ Association Management Platforms
The following list isn’t exhaustive but should provide a solid place to start your search for the right association management platform. Be sure to check customer reviews on platforms like G2 and Capterra to get a better sense of each system’s practical applications.
Tradewing: Best for Online Communities
Tradewing is a community management platform designed to boost membership growth, retention, and engagement by creating dynamic online communities. Built for trade and professional associations, the platform creates a user-friendly online space where members can connect with one another, attend virtual events, access valuable resources, and stay engaged with your community, all without ever leaving the Tradewing platform.
Depending on your needs, you can purchase either Tradewing’s full AMS platform or just the community engagement tools. The community platform integrates with popular AMSs, so if you want to extend another platform’s functionality, Tradewing is a great option!

Recommended for: Small to mid-sized trade and professional associations that prioritize community engagement and networking
Top Features: Build a vibrant online member community, design a branded website in minutes, manage your events, and stay connected with members through targeted email marketing.
Pricing: Tradewing prices vary based on the size and needs of your association. Pricing depends on selected features and membership size, so request a demo for more information.

ClubExpress: Best for Small Clubs and Local Chapters
ClubExpress is an AMS tailored to small clubs, local chapters, and volunteer-led organizations seeking an affordable solution to manage operations. It simplifies administrative tasks and helps organizations build stronger connections with members through intuitive tools for communication, events, and website management.
Recommended for: Small to mid-sized clubs, local chapters, and volunteer-driven associations across various industries, including hobby groups, sports clubs, and professional networks
Top Features: ClubExpress offers users a member database, website creation tools, a member mobile app, and integrated event management with online registration and payment options. Additional features include forums, email campaigns, text messaging, and financial tracking.
Pricing: ClubExpress has a flexible pricing model based on your number of active members. Pricing per member goes down as your organization grows. For instance, pay $0.42 per member monthly if you have 1-200 members, $0.38 per member if you have 201-300 members, $0.34 per member if you have 301-500 members, or $0.30 per member if you have 501-1,000 members.
Dash: Best for Content Management
Dash is a stress-free association management software solution designed to handle every aspect of running an association. With 50+ years of experience in association management, the Dash team has developed a platform that centralizes tasks such as member sign-up, event registration, and invoicing within a cloud-hosted environment.
Recommended for: Associations across various industries aiming to enhance operational efficiency and member engagement
Top Features: Dash offers an intuitive CMS for website creation, including blogs, news feeds, and member-only content. The CMS integrates with the association’s database, providing members with a seamless experience when purchasing merchandise, registering for events, or accessing digital resources. You’ll also gain features for managing members, communicating with your community, managing events, tracking finances, and accepting sponsorships.
Pricing: Dash offers three packages with varying features. Contact their team for pricing details.
Fonteva: Best for Salesforce Users
Fonteva is a robust association management software platform built on Salesforce, the world’s most popular CRM. It leverages the power of Salesforce with specialized features for associations, making it ideal for organizations interested in Salesforce.
Recommended for: Medium to large associations in industries that use Salesforce for customer and member relationship management
Top Features: Fonteva provides advanced member management, event registration, and e-commerce capabilities. Saleforce’s flexibility allows for deep customization, and the app marketplace expands functionality further.
Pricing: Fonteva requires a Salesforce subscription and custom pricing based on the size and complexity of your association’s needs.
Forj: Best for Virtual Engagement and Learning
Forj is a virtual engagement platform focused on enhancing member collaboration in an online environment. Designed for professional associations and communities, Forj helps organizations foster connections through virtual events, networking opportunities, and collaborative tools. Forj is a dual AMS and learning management system that combines community building and learning with the goal to modernize association membership.
Recommended for: Associations and professional networks prioritizing virtual engagement, community collaboration, and learning outcomes
Top Features: Forj offers tools for hosting interactive virtual events, managing discussion forums, and creating content hubs for members. Its analytics help track member engagement, event attendance, and content consumption to measure virtual initiatives’ effectiveness.
Pricing: Forj provides custom pricing based on organization size and requirements
Glue Up: Best for Event-Driven Organizations
Glue Up is an all-in-one association management platform designed for event-driven organizations. It includes membership management, event management, and email marketing tools, giving you the ability to monetize your professional community within minutes. However, it really shines in its event functionality, which makes it easy to plan, promote, and execute online and offline events.
Recommended for: Associations and organizations that rely heavily on events for member engagement and revenue
Top Features: Glue Up is a top event management with tools for online registration, ticketing, and payment processing. It also offers CRM functionality, email campaigns, and a mobile app for on-the-go management. Leverage surveys, financial tracking, and a website builder to streamline operations further.
Pricing: Glue Up uses a tiered pricing model based on selected features, starting at $2,500 annually.
GrowthZone: Best for Membership Growth
GrowthZone is an all-in-one platform designed to drive membership growth through innovative tools for recruitment, retention, and engagement. It simplifies operations for associations by automating processes and providing insights to improve member acquisition strategies. From managing certifications to providing a secure online community, you’ll have all the features you need to scale your membership base.
Recommended for: Associations of all sizes looking to grow their membership base
Top Features: Grow revenue with robust membership offerings, events, merchandise sales, and sponsorships. You can also access built-in marketing automation and sales funnel management tools. The AI-Powered Newsletter feature allows you to curate newsletters based on members’ unique interests and engagement history.
Pricing: Subscriptions start at $4,985 annually based on your chosen package, and there’s an onboarding fee.
iMIS: Best for Large Associations
iMIS is a powerful association management software solution designed to meet the needs of large organizations with complex operations. It combines member management, learning, fundraising, and event planning tools into a unified cloud-based platform.
Recommended for: Large associations, nonprofits, and organizations with diverse membership needs and high-volume data management
Top Features: iMIS offers advanced CRM capabilities, member management tools, learning management systems, website building functionality, and robust event planning features. Its analytics and reporting tools provide real-time insights, and its integrations allow for customized organizational workflows.
Pricing: iMIS pricing is customized based on the size and complexity of your organization. iMIS Professional starts at $7,200 annually, while iMIS Enterprise requires a custom quote.
MemberClicks: Best for Small to Mid-Sized Associations
MemberClicks is an all-in-one membership management software platform tailored for small to mid-sized associations and nonprofits. It simplifies member management and saves time with tools designed for administrative tasks. It hones in on online engagement by providing tools for custom websites, digital member communities, and online databases.
Recommended for: Small to mid-sized associations, chambers of commerce, and nonprofits seeking an affordable, user-friendly solution
Top Features: MemberClicks offers a member database, email marketing, and event registration tools. Its drag-and-drop website builder and customizable member portal ensure a branded online presence.
Pricing: MC Professional is ideal for individual-based member types and small associations, starting at $4,500 annually. MC Trade is best for organization-based member types, chambers, and large associations, starting at $3,500 annually. Special pricing structures are available for chambers.
MemberLeap: Best for Customizable Membership Management
MemberLeap is a flexible association management software solution that adapts to the unique needs of each organization. It empowers associations with tailored workflows and robust tools to manage members, events, website content, communications, and financial processes. MemberLeap is an excellent choice for associations seeking a scalable, feature-rich platform that addresses specific operational challenges while fostering member engagement and organizational growth.
Recommended for: Associations that require customizable membership management tools
Top Features: MemberLeap includes a member database, automated billing, robust event planning, volunteer management, and communication tools. Its website management capabilities and financial tracking features provide additional value.
Pricing: Pricing scales based on the association’s needs and number of active records, starting at $80 per month for the Copper Plan for organizations with 1-200 active records.
Nimble AMS: Best for Advanced CRM Capabilities
Nimble AMS is a Salesforce-based association management platform offering powerful CRM capabilities. Built on Salesforce, it enables associations to leverage advanced analytics and automation for member engagement and operational efficiency. Nimble AMS customers receive seamless upgrades three times a year, ensuring you’re always using the latest tools.
Recommended for: Medium to large associations using Salesforce and seeking robust CRM functionality
Top Features: Nimble AMS provides member management, accounting, a member portal, fundraising tools, and event management. It also supports custom workflows, AI-driven analytics through Salesforce Einstein, and mobile-friendly features for on-the-go management.
Pricing: Nimble AMS pricing is custom and requires a Salesforce subscription. Costs depend on your organization’s size and feature needs.
Novi AMS: Best for QuickBooks Integration
Novi AMS is built with deep QuickBooks integration, making it the perfect choice for associations prioritizing financial management. It streamlines time-consuming accounting processes, so your team can focus on serving your association’s members.
Recommended for: Small to mid-sized associations that use QuickBooks and need an AMS to simplify financial tracking
Top Features: Novi AMS includes a two-way sync with QuickBooks’ automated invoicing and financial reporting tools. Additionally, it offers member portals, event registration, and directory management features to simplify member management. Other key features include eCommerce and website management.
Pricing: Novi AMS pricing starts at $790 per month with an onboarding fee of $3,360 for organizations with annual revenue up to $400K. Pricing scales based on your organization’s annual revenue.
Protech: Best for Microsoft Users
Protech is a powerful AMS designed to integrate with the Microsoft Dynamics 365 platform, making it an excellent choice for organizations using Microsoft tools. Manage every detail of the member journey, bring your data to life with cutting-edge reports, and boost productivity by automating administrative tasks like billing.
Recommended for: Medium to large associations that rely on Microsoft Dynamics 365 and Azure True Cloud
Top Features: Protech offers advanced CRM capabilities, automated workflows, and financial tracking through an integrated suite of financial, eCommerce, analytics, and database tools. Thanks to its comprehensive features, you can manage events, generate insightful reports, and personalize the member experience.
Pricing: Protech pricing is based on your organization’s size and needed features, with additional costs for Microsoft Dynamics 365 licensing.
Raklet: Best for Community Fundraising and Events
Raklet is a versatile platform focused on helping associations and nonprofits engage their communities through fundraising and community management tools. It combines a user-friendly interface with features that build and sustain strong member relationships, such as a branded mobile app, dues collection, newsletters, and job boards. With 4,000+ integrations via Zapier and Make, you can connect Raklet with your favorite apps to improve your association management software’s functionality.
Recommended for: Associations, nonprofits, and clubs focused on fundraising
Top Features: Raklet includes tools for organizing online and offline events. You can also provide more value to your community with discussion boards, job boards, and a searchable member directory.
Pricing: Raklet offers tiered pricing plans starting at $49 per month, with additional features and capabilities available at higher tiers. There’s also a free option with limited features.
SilkStart: Best for Multi-Chapter Organizations
SilkStart is a comprehensive association management platform tailored for multi-chapter organizations, allowing centralized management while empowering autonomous local chapters. It streamlines operations for organizations with complex structures and diverse membership bases.
Recommended for: Associations and organizations with multiple chapters, branches, or regional divisions
Top Features: SilkStart provides a centralized database for member management, robust chapter management tools, and event coordination across chapters. It also includes website building and communication tools for consistent branding.
Pricing: SilkStart’s pricing includes a one-time setup fee and recurring charges based on active members or chapters. The Standard Plan starts at $220 per month (billed annually) for up to 500 members. Meanwhile, the Multi-Chapter Plan starts at $665 per month (billed annually) for up to 10 chapters, and custom pricing is available for larger organizations or additional needs.
Springly: Best for Nonprofits and NGOs
Springly is an all-in-one solution that simplifies operations for nonprofits, NGOs, associations, churches, and other member-based organizations. It focuses on enhancing supporter engagement, strengthening communications, and streamlining fundraising.
Recommended for: Nonprofits, NGOs, and mission-driven organizations in a variety of sectors
Top Features: Springly includes membership management, donation tracking, website creation, and automated email marketing tools. The platform’s integrated event registration and financial reporting features make it easy to manage operations while staying mission-focused.
Pricing: Springly offers tiered pricing plans starting at $45 per month, with higher tiers offering advanced features like CRM tools and custom reporting. There’s also a free plan that offers basic fundraising, event, and membership capabilities.
StarChapter: Best for Local Chapters of National Associations
StarChapter is a user-friendly association management software solution designed to help local chapters of national associations manage operations, events, and communication. It simplifies administrative tasks while maintaining alignment with overarching goals and branding. It also empowers users to leverage the software based on their responsibilities, whether they’re a board president, treasurer, or other leader.
Recommended for: Local chapters of national or parent associations seeking streamlined tools for chapter management
Top Features: StarChapter includes event registration, membership management, email marketing, and content management tools, all integrated into a customizable chapter website. It also provides reporting features to share chapter performance with national organizations.
Pricing: StarChapter’s pricing starts at $53 per month, with plans varying based on chapter size and selected features. Expect to pay a setup fee ranging from $599-$3,041 based on your number of members.
ToucanTech: Best for Educational and Alumni Associations
ToucanTech is a specialized platform for educational and alumni associations, offering a unique blend of member engagement and database management tools. Its intuitive interface helps associations connect with alumni, donors, and members while streamlining administrative tasks.
Recommended for: Mid-sized educational institutions and alumni associations with up to 200K database records and looking to invest about $10K annually in new software
Top Features: ToucanTech includes tools for creating member portals, managing communications through email and social media, and processing donations with built-in fundraising features. It also makes it easy to plan events and promote job and mentoring opportunities.
Pricing: ToucanTech pricing is customized based on your organization’s size and needs, with flexible options available for different budgets.
Wild Apricot: Best Budget-Friendly AMS
Wild Apricot is affordable, user-friendly association management software designed for small associations and member-based nonprofits. Trusted by 15,000+ organizations, Wild Apricot offers a comprehensive suite of features at a competitive price point, making it ideal for budget-conscious organizations.
Recommended for: Small to mid-sized associations, nonprofits, clubs, or other member-based organizations seeking a cost-effective solution
Top Features: Wild Apricot provides membership management features, event registration capabilities, and a drag-and-drop website builder. Its self-service member portal and email marketing tools make it easy to engage members and maintain an online presence.
Pricing: Wild Apricot has a free trial and tiered pricing starting at $60 per month, based on your number of members. Save 10% by pre-paying for a year and 15% by pre-paying for two years. They also have multi-chapter pricing options.
YourMembership: Best for Member Engagement
YourMembership is a powerful association management system designed to boost member engagement. With a suite of customizable tools, it helps associations build strong member connections while automating administrative workflows, such as event management, membership renewals, and communication.
Recommended for: Small associations across industries that prioritize member engagement and retention
Top Features: YourMembership includes a member portal, learning management capabilities, event management, and email marketing tools for targeted communication. It also offers community forums, mobile-friendly features, and reporting tools to monitor engagement.
Pricing: Request a personalized quote for this association management platform.
How To Select the Best Association Management Software
Looking at this list of popular association management platforms, you might be unsure how to narrow down your options. Start by assembling a committee to evaluate different platforms. Having diverse perspectives will help you review your options objectively while considering each platform’s impact on various aspects of your association.
The buying process looks similar to any software your association might need. Follow these steps to select the best AMS for your team:

- Evaluate your existing tools. List the tools your organization currently uses and their key features. Identify gaps or inefficiencies that an AMS could address to enhance productivity and member engagement.
- Define your needs. Decide which features are essential for your association and which would be optional but beneficial. Focus on tools that simplify workflows, whether your priorities are managing members, member networking, events, communications, finances, or educational programs.
- Set a budget. Establish a clear budget for your AMS, factoring in both upfront costs and ongoing expenses.
- Research and compare options. Create a shortlist of vendors that align with your needs. Evaluate their features, pricing, and customer reviews to find the best match.
- Request demos. Contact your top candidates to schedule demos. Use this opportunity to see the platform in action and ask detailed questions about how their solutions address your specific challenges.
- Decide and implement your AMS. Present your final choice to leadership. Once approved, sign the contract and collaborate with the vendor to plan a smooth implementation process.
Adding association management software to your toolkit is an investment in your organization’s future, so take the time to assess your options thoroughly. You’ll be well-positioned to select a platform that fulfills your needs both today and down the road.
Choose Your Association Management Platform
The right association management software can be a lifeline, offering you the tools to work smarter, not harder. With so many choices, navigating the crowded market of AMS options can be overwhelming. Now, you know what to look for, what to avoid, and how to make a confident choice.
To learn more about association management, check out these free resources:

Tips for Tracking & Pursuing Corporate Giving Opportunities
/in Fundraising Strategy, Learning Center /by Adam WeingerEnhancing a Donor Profile With Employment Data [A Guide]
/in Donor communications, Learning Center /by Adam WeingerA well-rounded donor profile is essential for maximizing fundraising success, and employment information plays a crucial role in enhancing donor engagement and giving potential.
By integrating the right data into your donor profiles, organizations like yours can personalize outreach, increase contributions, and strengthen relationships with supporters alike.
Lucky for you, this guide explores the importance of employment data in your donor profiles, outlines effective collection methods, and highlights strategies for leveraging this information to boost fundraising results.
More specifically, we’ll cover the following:
Ready to begin supercharging your donor information with powerful employment insights? Continue reading to find out how.
What is a donor profile?
A donor profile is a comprehensive record of information about an individual supporter. This information helps nonprofits understand their giving behavior, engagement history, and potential for future contributions.
These profiles typically include key details such as:
Beyond basic information, an enriched donor profile can also contain insights regarding a donor’s interests, past event participation, volunteer involvement, and—perhaps most importantly—employment details.
By building robust donor profiles, nonprofits can personalize outreach efforts, strengthen relationships, and ultimately increase fundraising success.
Why employment data matters in donor profiles
Employment data is crucial information for nonprofits looking to enhance their fundraising efforts and build stronger relationships with donors. When it comes to establishing well-rounded donor profiles, employer information is an essential piece of the puzzle.
Here’s why:
As you can see, the benefits of including employer data in donor profiles is multifold. If you haven’t already, now is the perfect time to begin incorporating the information in your donors’ records.
Collecting employment information from supporters
Gathering employment data from donors is a crucial step in unlocking fundraising and workplace giving opportunities. However, nonprofits must be strategic in how they collect this information to ensure accuracy and encourage donor participation.
Here are some handy ways to gather employment details from supporters:
For the best results, you’ll likely want to incorporate a combination of the above-recommended methods. This will allow you to access employment information for the largest number of donors possible, ensuring that you can maximize workplace giving opportunities, encourage matching gifts, and personalize engagement strategies to boost both donor participation and fundraising success.
Leveraging employment data for fundraising success
Employment data is a key component in building a well-rounded and actionable donor profile, offering nonprofits valuable insights into their supporters’ potential for fundraising success. Here’s how your team can benefit from employment data in your supporter records:
Unlock Workplace Giving Programs
One of the most significant advantages of knowing a donor’s employer is the ability to identify workplace giving opportunities. For example, many corporations offer matching gift programs, where they match donations made by their employees to eligible nonprofits. By tracking employment information, nonprofits can proactively encourage donors to request matches, effectively doubling or even tripling the impact of their gifts.
Beyond matching donations, many corporations also provide volunteer grants or volunteer time off when employees contribute their time to charitable causes. By knowing where a donor works, nonprofits can track volunteer activities and inform supporters about the potential to earn grant money through their workplace. This is another avenue for maximizing fundraising and tapping into a donor’s full giving potential without asking them to give more!
Encourage Cross-Functional Support
Nonprofits can leverage employment information about their supporters to unlock even more opportunities for engagement and corporate giving. Many companies offer multiple forms of philanthropic support, such as matching gifts, volunteer grants, and sponsorships—and understanding where donors work can help nonprofits tap into these resources more effectively.
For example, if a donor works for a company with a known volunteer grant program, that’s a perfect opportunity to encourage them to get involved beyond financial contributions. Highlight how their employer will donate funds for the time they spend volunteering, making their impact even greater.
On the other hand, if a volunteer works for a company that matches financial donations, it can be a great way to get them on board with monetary giving.
Uncover In-Kind Giving or Grant Opportunities
A nonprofit’s supporters are often the key to unlocking corporate grants and in-kind donations—but only if the organization knows where they work. Many companies offer direct corporate grants or donate goods and services to charitable organizations, and leveraging employment data can help nonprofits identify and secure these opportunities.
How? Supporters can provide an inside connection, serving as a bridge to decision-makers in charge of distributing funds and resources. Employees may even be able to nominate your nonprofit for funding or introduce you to the right contacts.
Not to mention, Double the Donation’s database can now provide information on corporate sponsorship programs like grants and in-kind donations, making it easier for nonprofits to identify businesses offering these opportunities.
Strengthen Corporate Partnerships
Employment data can help nonprofits identify clusters of donors employed by the same company or industry. By recognizing these connections, organizations can approach businesses with workplace giving programs and establish partnerships that benefit both the nonprofit and its supporters.
Strengthening these corporate ties can lead to long-term collaborations, fundraising opportunities, and increased visibility for the organization.
Identify High-Potential Donors
Employment data can also help nonprofits segment their donor base by employer size, industry, and giving capacity. For example, donors working for large corporations may have access to more generous matching gift programs or higher volunteer grant amounts. By understanding these dynamics, nonprofits can prioritize engagement with high-potential donors, ensuring they are leveraging every opportunity for financial support.
Tips for building well-rounded donor profiles
Building a well-rounded donor profile is essential for maximizing engagement and increasing fundraising success. By incorporating the following strategies, fundraisers can build detailed and actionable donor profiles that enhance engagement, increase contributions, and strengthen long-term relationships.
1. Track engagement history.
Understanding a donor’s journey with your nonprofit is essential for building strong relationships and optimizing your fundraising efforts. Tracking engagement history allows organizations to see how supporters interact over time, from donations and event attendance to volunteer work and advocacy efforts.
By maintaining records of these interactions in your CRM, nonprofits can personalize their outreach, recognize loyal supporters, and tailor future fundraising appeals based on past engagement. This data helps identify high-potential donors, re-engage lapsed supporters, and create meaningful connections that encourage long-term involvement.
2. Collect key data insights as donors engage.
The best time to gather valuable donor data is when supporters are actively engaging with your organization. Whether they’re making a donation, signing up for a newsletter, or attending an event, nonprofits should seize these moments to collect insights like employer information, communication preferences, and giving motivations.
Simple form fields or follow-up surveys can capture these details without overwhelming donors. By continuously collecting relevant data, organizations build richer donor profiles that improve engagement and fundraising outcomes.
3. Encourage self-reported updates.
Donors change jobs, move to new locations, and shift their philanthropic interests over time. To keep donor profiles accurate, nonprofits should provide easy ways for supporters to update their information on their own. For example, this can be done through self-serve donor portals, email campaigns with update requests, or periodic surveys.
All in all, encouraging donors to keep their profiles current ensures that nonprofits can reach them effectively and leverage opportunities like matching gifts and corporate giving programs.
4. Consider an append service to fill in gaps.
Even with proactive data collection, donor profiles may have missing or outdated information. Luckily, data append services can help nonprofits fill these gaps by cross-referencing donor records with external databases to update contact details, employment information, and more.
These services enhance donor insights without requiring additional effort from supporters, allowing nonprofits to maximize corporate giving potential and personalize outreach based on accurate, up-to-date data.
5. Ensure clean data practices.
Maintaining clean and organized donor data is crucial for effective fundraising and engagement. For the best results, nonprofits should regularly audit their databases to remove duplicates, correct outdated information, and standardize data formats.
Plus, implementing data hygiene best practices—such as consistent naming conventions, accurate email categorization, and privacy compliance—helps organizations avoid errors and ensures that fundraising efforts are based on reliable information.
All in all, a well-maintained donor database leads to more efficient outreach, better donor relationships, and increased fundraising success.
Wrapping up & additional resources
Incorporating employment data into donor profiles provides nonprofits with valuable insights that can significantly enhance their fundraising efforts. From identifying matching gift opportunities to engaging corporate partners in new ways, employment information enables organizations to maximize donations and build stronger donor connections.
By implementing effective data collection methods and leveraging workplace giving programs with the right tools and resources, nonprofits can optimize their fundraising strategies and drive greater impact in the long run.
Interested in learning more about nonprofit fundraising and corporate giving? Check out these additional resources:
Driving Value with Employer Data in the Supporter Lifecycle
/in Donor communications, Learning Center /by Adam WeingerDouble the Donation and Nuclavis Partner to Release Innovative Matching Gift Functionality for Peer to Peer Campaigns
/in Company Updates, Press Releases /by Adam WeingerDouble the Donation and Nuclavis are excited to announce their new partnership and integration making it easier for organizations to take advantage of corporate matching gifts. This integration equips fundraisers with the tools needed to increase visibility into matching gift programs and guide their donors through the submission process.
This integration allows participants to identify their donors’ employers and provide actionable next steps to submit their matching gift request. Organizations and their fundraisers can introduce matching gifts to donors and ensure they know the necessary steps to get their gift matched, ultimately increasing incremental revenue raised from workplace giving programs.
“Matching gift programs and workplace giving can be an extremely valuable way for organizations to stretch the value of their donations, but oftentimes donors don’t know the steps to take and organizations miss out on those funds,” said Adam Weinger, President at Double the Donation. “With our integration, organizations will be better equipped to inform their donors and take advantage of these programs. We are excited to partner with Nuclavis and continue to support the world of peer to peer fundraising through workplace giving.”
The Nuclavis and Double the Donation integration is now available for mutual clients. Follow our integration guide for more information on how to connect the two platforms.
Ready to add matching gift automation to your Nuclavis fundraisers? Request a demo with Double the Donation today and be sure to share that you’re using Nuclavis. Want additional resources to help you take your matching gifts strategy to the next level? Enroll today in our Matching Gift Academy for in-depth content about growing your matching gift revenue.
About Nuclavis: Founded in 2022, Nuclavis is a mobile technology and services company serving nonprofit organizations of all sizes. We develop digital strategies, mobile apps, and custom software solutions to support peer-to-peer (P2P) fundraising programs and grow their impact. Learn more: https://nuclavis.com/book-a-demo/.
About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The Double the Donation platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. Double the Donation integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more visit https://doublethedonation.com/get-a-demo/
Matching Gifts for Retirees: Companies to Know & More
/in Company Spotlights, Matching Gift Companies, Learning Center, Lists and Rankings /by Adam WeingerNonprofits are always looking for ways to maximize donations, but one often-overlooked opportunity lies in matching gifts for retirees. After all, many companies extend their corporate matching gift programs to former employees, allowing organizations to double or even triple contributions from retired donors.
However, these programs are often underutilized simply because retirees and nonprofits aren’t aware of their potential. In this guide, we’ll highlight companies that offer matching gifts for retired employees, how your organization can identify eligible donors, and tools you can use to encourage participation in the programs.
Specifically, we’ll cover:
If retired individuals make up a good portion of your organization’s donor base (and more than likely, they do), targeting matching gifts for retirees can be an excellent way to go. We’ll show you how you can do so here, starting with the basics.
What are corporate matching gifts?
Corporate matching gifts are a form of philanthropy in which companies match donations made by their employees to eligible nonprofits. These programs effectively double—or sometimes even triple—the impact of an individual’s gift, providing nonprofits with additional funding at no extra cost to the donor.
Here’s how it typically works:
While these programs are extremely valuable for all parties involved, they often go underutilized, largely due to a lack of awareness about the opportunity. And that’s why understanding matching gifts—and communicating their potential to supporters—is so essential.
Do retirees qualify for matching gift programs?
Because each company specially designs its matching gift initiatives to align with its own needs and resources, each program is ultimately unique. That means there’s no one-size-fits-all answer to the question posed. However, the short version is that yes, retirees are often eligible to participate in their companies’ matching gift programs post-employment. And with more businesses expanding their programs in recent years, retirees are more likely to be included than ever before. But it really will depend on the specific company’s policy.
Within the realm of companies that do match gifts for retirees, some offer the same matching gift benefits as they do for active employees as a way to continue supporting their philanthropic endeavors. On the other hand, others may have modified guidelines, such as lower match ratios or donation caps.
To determine if a retiree’s donation is eligible for a match, nonprofits should encourage donors to check with their former employers or use a matching gift database (which we’ll cover more below).
By identifying and engaging retired donors who qualify for corporate matching, nonprofits can unlock valuable funding opportunities that often go overlooked.
Companies that match donations for retirees
Wondering which companies offer retiree-inclusive matching gift programs? We’ve compiled a list of ten leading examples below:
1) Verizon
Verizon Communications Inc. is a global leader in telecommunications, providing wireless, broadband, and digital services to millions of customers. As part of its corporate social responsibility efforts, Verizon offers a generous matching gift program, which extends to both current employees and retirees.
Through Verizon’s matching program, donations made by retirees to eligible colleges and universities can be matched at a 1:1 ratio, effectively doubling the impact of their contributions. The company typically sets an annual limit of $5,000 per retiree, and accredited schools must meet specific eligibility requirements to qualify.
All in all, Verizon’s matching gift program is an excellent way for retirees to continue supporting charitable causes with additional corporate backing.
Learn more about Verizon’s matching gift program for employees and retirees.
2) Eli Lilly & Company
Eli Lilly & Company is a pharmaceutical giant known for its innovations in medicine and healthcare solutions. The company has a strong commitment to corporate philanthropy, which includes a robust matching gift program available to both current employees and retirees.
Currently, Lilly matches donations made to eligible nonprofit organizations, including educational institutions, healthcare initiatives, and cultural organizations. The program follows a 1:1 matching ratio, and retirees can participate with matching gifts of up to $7,500 each year..
Learn more about Eli Lilly’s matching gift program for employees and retirees.
3) Boeing
Boeing, one of the world’s leading aerospace and defense companies, is dedicated to supporting charitable giving through its matching gift program. Retirees, as well as current employees, are eligible to have their donations matched by the company.
Boeing’s matching gift program operates on a 1:1 basis, and eligible nonprofits include educational institutions, arts and cultural organizations, environmental initiatives, and more. The program has an annual cap of $3,000 for retirees, but the eligibility criteria remain broad, allowing many charities to benefit from the generosity of Boeing’s workforce—both past and present.
Learn more about Boeing’s matching gift program for employees and retirees.
4) Johnson & Johnson
Johnson & Johnson, a global healthcare and pharmaceutical company, is well known for its commitment to corporate social responsibility. One key part of this commitment is its generous matching gift program, which extends to both current employees and retirees.
Through the Johnson & Johnson matching gift program, eligible donations made by retirees to qualifying nonprofits can be matched dollar for dollar, effectively doubling their impact up to $10,000 per year. The program typically supports a wide range of organizations, including educational institutions, health and human services, environmental groups, and cultural organizations.
Learn more about J&J’s matching gift program for employees and retirees.
5) Intel Corporation
Intel Corporation, a worldwide technology leader in semiconductor manufacturing, has a strong history of corporate giving. The company’s matching gift program is open to both employees and retirees, reinforcing Intel’s commitment to philanthropy.
Intel matches donations at a 1:1 ratio, with contributions directed to a wide range of eligible nonprofits, including education, healthcare, and community organizations. Retirees can take advantage of this program within the designated annual cap of $1,000, making it a valuable opportunity for nonprofits to boost their fundraising efforts.
Learn more about Intel’s matching gift program for employees and retirees.
6) Caterpillar Inc.
Caterpillar Inc., a global leader in construction and mining equipment, operates a comprehensive matching gift program that includes both employees and retirees. The company encourages its workforce to support charitable organizations by offering a dollar-for-dollar match on eligible donations.
The program applies to a broad range of nonprofit organizations, and Caterpillar sets a generous annual limit of $10,000 per donor. That means retirees who previously worked for Caterpillar can continue their charitable giving with the added benefit of corporate matching, making their donations go even further.
Learn more about Caterpillar’s matching gift program for employees and retirees.
7) The Gap
Gap Inc., the parent company of apparel brands like Old Navy, Banana Republic, and Athleta, is dedicated to corporate social responsibility. One way that it does so is by providing a matching gift program that extends to both employees and retirees, fostering an ongoing culture of giving.
Currently, Gap matches donations at a 1:1 ratio to eligible nonprofits within a set annual limit. However, maximum matching gift amounts can vary by position (i.e., $1,000 for part-time employees to as much as $15,000 for full-time employees).
The program supports a variety of causes, including education, environmental initiatives, and social services. Retired employees are encouraged to take advantage of this opportunity to double their impact and help nonprofits secure additional funding.
Learn more about Gap’s matching gift program for employees and retirees.
8) Chevron Corporation
Chevron, a multinational energy corporation, offers a strong matching gift program that supports both current and retired employees in their charitable giving efforts. The company recognizes the importance of philanthropy and extends its program to a wide range of nonprofit organizations.
Chevron typically matches donations at a 1:1 ratio with a designated annual cap of $3,000 for retirees. That said, retirees who qualify can request matching funds for contributions to eligible charities, ensuring that their support for important causes is maximized through corporate giving.
Learn more about Chevron’s matching gift program for employees and retirees.
9) Darden Restaurants
Darden Restaurants, the parent company of brands like Olive Garden, LongHorn Steakhouse, and The Capital Grille, encourages philanthropy through its corporate giving programs. Today, the company extends its matching gift program to both employees and retirees as a way to do so.
Darden matches donations at a standard 1:1 ratio, with certain restrictions on eligible organizations and an annual cap of $10,000 per donor. Nonprofits can benefit from this program by ensuring that retirees who have worked for Darden are aware of their eligibility and take advantage of the matching funds.
Learn more about Darden’s matching gift program for employees and retirees.
10) Sony Corporation
Sony Corporation, a standout leader in electronics, entertainment, and gaming, has a strong corporate giving culture that includes a matching gift program for both employees and retirees. The program allows former employees to continue making an impact through their charitable contributions.
Sony’s matching gift program typically operates on a 1:1 basis, with an annual cap of $2,000 per donor. Eligible nonprofits include education, arts and culture, and select human services organizations.
Learn more about Sony’s matching gift program for employees and retirees.
How a matching gift database can help
The above companies aren’t the only ones that offer matching gifts for retirees. The truth is that there are too many to list!
So, how can you uncover additional opportunities and keep up with program guidelines? The best way is to equip your team with a matching gift database like Double the Donation.
Here’s how it works:
Not to mention, you can even embed the database directly into your donation forms. This makes it easy to collect and scan against employment information, uncovering match-eligible employees and retirees alike with no added effort.
Ensuring retirees are informed about matching gifts
For nonprofits with a largely retired donor base—such as public radio stations, educational institutions, cultural organizations, and more—it’s crucial to ensure that supporters know they may still qualify for matching gifts.
After all, many retirees mistakenly assume that workplace giving programs no longer apply to them simply because they are no longer actively employed. However, many companies extend their matching gift programs to retired employees as well, presenting an invaluable yet often overlooked opportunity for funding.
Looking to make the most of it? Here’s how you can ensure retirees are well-informed about matching gifts:
By regularly educating retirees about their potential matching gift eligibility, nonprofits can maximize corporate giving revenue while ensuring that dedicated, longtime supporters feel empowered to increase their impact. The key is ongoing communication—making sure this valuable donor segment knows that their generosity can still go even further.
Wrapping up & additional corporate giving resources
Retiree-inclusive matching gift programs present a valuable yet frequently untapped fundraising opportunity for nonprofits like yours. By educating your donors, leveraging the right tools, and actively promoting the programs to your supporters, your organization can unlock additional funding with minimal effort.
Don’t let these matching dollars go unclaimed. Start engaging retired donors and help them make an even greater impact on your mission today!
Interested in learning more about matching gifts and other corporate giving programs? Take a look at our recommended resources below:
Double the Donation and Kind Kiosk Partner to Bring Matching Gifts to the In-Person Fundraising Experience
/in Press Releases, Company Updates /by Adam WeingerDouble the Donation and Kind Kiosk are excited to announce their new partnership which brings matching gift functionality to the in-person giving experience with a streamlined integration. This new integration makes it easier for organizations to identify the matching gift eligibility of their in-person donors and provide actionable next steps to drive those matches to completion.
With this integration, donors can identify their employer as they give their gift in-person, making corporate matching gifts even more accessible across their donor base. After selecting their employer, donors will also receive follow up emails directly connecting them to their matching gift next steps to ensure no opportunity falls through the cracks.
“Corporate giving programs continue to grow in popularity and we are excited to further extend Double the Donation Matching functionality to the in-person giving process through this integration with Kind Kiosk”, says Adam Weinger, President at Double the Donation. “As organizations look for ways to diversify revenue and grow their giving, integrations like these make it that much easier to take advantage of alternative streams like corporate matching gifts.
The Double the Donation Matching and Kind Kiosk integration is available now for organizations looking to raise more from matching gifts. Follow our integration guide for more information on activating the Kind Kiosk integration.
Ready to add matching gift automation to your Kind Kiosk configurations? Request a demo with Double the Donation today and be sure to share that you’re using Kind Kiosk. Want additional resources to help you take your matching gifts strategy to the next level? Enroll today in our Matching Gift Academy for in-depth content about growing your matching gift revenue.
About Kind Kiosk: Kind Kiosk provides fully managed donation kiosks that let donors give in the moment using Apple Pay, Google Pay, credit cards, a QR code, or even a Donor-Advised Fund. Whether your organization needs a kiosk year-round, just for major fundraising events, or both—we have flexible plans to fit your needs. Our platform integrates with the tools you already use and handles everything—hardware, software, payments, and support—so you can focus on your mission.
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.
Double the Donation and Event.Gives Team Up with Matching Gifts Integration for Enhanced Fundraising Impact
/in Press Releases, Company Updates /by Adam WeingerEvent.Gives and Double the Donation have partnered together to provide nonprofit organizations with advanced matching gift functionality through Double the Donation Matching, bringing fundraising impact to the next level for nonprofit organizations.
The integration between Event.Gives donation forms and Double the Donation Matching enhances donor checkout by offering an opportunity for an employer search and a guided process to matching gift success for organizations.
“It’s no secret that corporate matching gifts are an often untapped resource for fundraisers, especially when it comes to events,” said Adam Weinger, President at Double the Donation. “With our new integrated solution alongside Event.Gives, we can answer the call to bring matching gifts into the fold when it comes to event fundraising.”
The Event.Gives and Double the Donation Matching integration is easy to access and simple to activate. Follow our integration guide for more information on activating the integration, so you can start raising more from corporate matching gifts.
Ready to add matching gift automation to your Event.Gives donation forms? Request a demo with Double the Donation today and be sure to share that you’re using Event.Gives.
Want additional resources to help you take your matching gifts strategy to the next level? Enroll today in our Matching Gift Academy for in-depth content about growing your matching gift revenue.
About Event.Gives: Event.Gives is an easy and reliable event fundraising platform for any size organization or nonprofit. The innovative platform supports fundraising events by providing technology to automate event organizer processes and increase giving through better attendee engagement. Event.Gives’ focus is on the attendee experience, facilitating ticketing, check-in, silent and live auction bidding, online donations and online checkout.
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.
Announcing Our New Corporate Volunteer Email Streams
/in Company Updates, About Double the Donation /by Adam WeingerAt Double the Donation, we’re always looking for ways to help organizations maximize their corporate giving potential. That’s why we’re excited to introduce Corporate Volunteer Email Streams functionality within our dedicated volunteering module.
Here, we’ll review the features and their advantages for volunteer-driven organizations—specifically covering:
All in all, our automated email streams empower organizations using our software to seamlessly communicate with volunteers based on their corporate volunteer incentive eligibility. By providing company-specific guidelines and instructions for submitting volunteer grants and VTO (or Volunteer Time Off) opportunities, this functionality helps organizations drive greater engagement and ensure volunteers take full advantage of their corporate benefits.
Double the Donation Volunteering: An Overview
At Double the Donation, we’re committed to helping organizations maximize the impact of corporate philanthropy. Our volunteering module is designed to streamline volunteer engagement, making it easier for nonprofits and companies to connect employees with meaningful service opportunities while maximizing corporate volunteer incentives.
With Double the Donation’s volunteering functionality, organizations can:
By integrating these tools into one powerful platform, Double the Donation helps organizations increase volunteer engagement, unlock additional funding through corporate volunteer grants, and drive greater community impact.
Available Corporate Volunteer Email Streams
Currently, Double the Donation offers two corporate volunteer email streams for organizations to engage with their audiences. As volunteers register for events, they’re automatically sorted into one of these groups:
Volunteer Incentives Available Stream (Known Eligibility)
When volunteers provide employment data, this email stream automates the process of informing individuals with known employers about their eligibility for corporate volunteer programs like volunteer grants and paid volunteer time off (VTO).
By delivering personalized messages directly to supporters’ inboxes, organizations can:
Discover Volunteer Incentives Stream (Unknown Eligibility)
Even when volunteers are unaware of their corporate volunteer benefits, this stream ensures no funding or paid volunteer opportunities slip through the cracks.
By reaching out to supporters who may be eligible for corporate incentives, this email stream helps:
For the best results, organizations are encouraged to adopt both email streams in order to ensure maximal coverage of available volunteer incentives. This way, the platform can segment volunteers into one of the two flows in real-time, providing the most tailored and relevant information at any given point.
Benefits of Triggering Automated Volunteer Outreach
Effective volunteer engagement requires timely communication and clear guidance—and that’s where automated volunteer outreach makes a difference. By leveraging automated email streams, organizations can provide volunteers with the information they need at the right time, ensuring they maximize their impact while taking full advantage of corporate volunteer incentives.
Here are some key benefits of triggering automated volunteer outreach:
By implementing automated volunteer outreach, organizations can foster deeper engagement, enhance corporate social responsibility efforts, and unlock additional funding—all while making the volunteer experience smoother and more rewarding for participants.
Getting Started With Double the Donation Volunteering
Whether you’re already a Double the Donation client or are exploring ways to enhance your organization’s volunteer engagement, our volunteering module makes it easy to maximize corporate volunteer incentives and streamline participation.
Here’s how you can get started:
Getting started is simple—whether you’re an existing client or new to our solutions, our team is here to help you maximize the impact of corporate philanthropy.
Reach out today to learn more!
Wrapping Up & Final Thoughts
With the launch of our Corporate Volunteer Email Streams, organizations can now take a more targeted approach to volunteer engagement, ensuring participants have the information they need to maximize their impact. By streamlining communication and simplifying the process for submitting volunteer grants and VTO, we’re making it easier than ever for employees to give back—and for organizations to benefit from corporate volunteer incentives.
Stay tuned for even more impactful updates as we continue enhancing our volunteering module to drive greater social impact!
Driving Donor Retention With Matching Gifts [A Guide]
/in Learning Center, Donor communications, Marketing Strategies /by Adam WeingerIn recent years, donor retention rates have been hovering slightly above 40%. This means that if you have 100 donors, roughly 60 of them are only making one-time donations, while around 40 are coming back to give again. If the focus on donor retention isn’t strong and comprehensive, a nonprofit organization will need to concentrate on the acquisition of new donors instead—a notably vital but often more costly pursuit.
Luckily, there are numerous ways to boost donor retention and keep donors coming back. For example, did you know you can improve donor retention by using matching gift programs? That’s what we’ll cover here, specifically by addressing:
We’ll dive deeper into each topic and provide you with actionable tips to help you retain donors for your cause. Let’s begin!
Why Is Donor Retention Important?
When a donor continues to give to your nonprofit, the most obvious benefit is the regular extra revenue. However, keeping donors coming back has additional rewards, too.
By implementing their suggestions, you’ll not only gain their trust but also show other potential supporters that you will listen to their concerns.
The Power of Corporate Matching Gifts
Corporate matching gifts are one of the most effective yet underutilized tools in nonprofit fundraising. These programs allow companies to match their employees’ charitable contributions, effectively doubling (or sometimes tripling) the impact of each donation. For nonprofits, this means more funds to support their mission, while donors see their generosity go even further—all at no additional cost to them.
While it can vary from company to company, most matching gift programs follow a simple process:
While the process may seem straightforward, studies show that billions of dollars in matching gift funds go unclaimed each year simply because donors aren’t aware of these programs—or don’t know how to take advantage of them. That’s why it’s crucial for nonprofits to educate their supporters and streamline the matching gift process.
The Link Between Matching Gifts and Donor Retention
While there is a surplus of helpful donor retention advice out there, it is worthwhile to note the mutually beneficial union that results from combining matching gifts and donor retention.
Specifically, matching gifts can help drive donor retention by…
1. Showing that your nonprofit is a good steward of donors’ funds.
One of the key reasons donors continue supporting a nonprofit is trust—trust that their contributions are being used effectively to make a real impact. When a nonprofit actively promotes and facilitates matching gifts, it signals to donors that the organization is committed to maximizing every dollar received. This demonstration of financial stewardship plays a critical role in building long-term donor relationships and driving retention.
2. Keeping your organization at the front of donors’ minds.
One of the biggest challenges nonprofits face in donor retention is staying top-of-mind after the initial donation. After all, many donors give once and then disengage. However, matching gifts provide a natural way to extend donor engagement beyond the moment of giving, keeping your nonprofit in their thoughts for a longer period and increasing the likelihood of future support.
Not to mention, sending communications about matching gifts to dedicated donors, whether through email, snail mail, or social media, will help them stay involved with your organization without feeling pressured to donate more of their own money. If you only talk to your donors when you want their donations, they’re less likely to continue supporting your cause.
3. Encouraging larger future donations.
One of the most compelling ways matching gifts drive donor retention is by encouraging larger future donations. After all, research indicates that when donors are aware of a matching gift opportunity, they are more likely to give—and to give in greater amounts. This increased generosity not only boosts immediate fundraising efforts but also fosters long-term donor commitment, leading to higher retention rates overall.
In fact, when nonprofits mentioned matching gifts when asking for donations, response rates jumped 71%, and average donation amounts increased by over 50%.
Letting donors know that they can make a greater impact with their donations generates a higher response to future appeals and results in larger contributions than ever before.
Strategies for Increasing Donor Retention With Matching Gifts
Now that we’ve established a connection between matching gifts and donor retention, it’s time to cover the ways in which your team can use the former to increase the latter.
Explore these proven strategies we’ve developed from working with thousands of organizations to maximize matching gifts.
1. Send a match appeal immediately after a donor gives.
One of the most effective ways nonprofits can drive donor retention through matching gifts is by sending a match appeal immediately after a donor gives. This timely follow-up not only increases the likelihood that donors will submit a matching gift request but also reinforces their connection to your organization—encouraging long-term engagement.
If you don’t know who your donor’s employer is, supply them with general information about matching gifts after they’ve donated, either in an acknowledgement or thank you email or in a separate follow-up entirely.
If you’ve done your homework and know where your donor works (and, more importantly, if their employer offers a matching gift program), provide them with company-specific information (such as program guidelines and links to matching gift forms) to help them get started.
Here’s how one organization does so:
2. Notify donors when their company’s matching gift is received.
A crucial yet often overlooked step in the matching gift process is informing donors when their company’s matching contribution comes through. This follow-up communication not only acknowledges the donor’s role in securing additional funding (and provides you with another chance to thank them) but also reinforces their connection to your organization—boosting donor retention.
Depending on how fast the donor’s company processes the gift-matching paperwork and sends the money to your organization, it could be weeks or months until the donor’s matching gift comes in. They might have forgotten about it by that point. Letting them know that their matching gift was received is another excellent way to reestablish contact with a donor, potentially encouraging them to donate (and get their gifts matched) in the future.
Take a look at the thank-you card one institution sent its matching gift donors:
3. Use social proof to demonstrate matching gift success.
One of the most powerful ways to drive donor retention through matching gifts involves showcasing real-world examples of their impact using social proof. When donors see that others are successfully doubling their contributions—and making a greater difference—they feel more confident and motivated to continue supporting your cause.
Here’s how social proof drives matching gifts and donor retention alike.
In order to do so, consider sharing matching gift donor testimonials, highlighting matching gift impact stories on your cause, and showcasing KPIs and other impactful metrics. By incorporating social proof into your donor communications, you create an environment where donors feel inspired, validated, and eager to continue supporting your nonprofit. The more they see others engaging in matching gifts, the more likely they are to remain committed—helping to drive long-term donor retention and fundraising success.
Check out this organization’s usage of social proof in its annual report:
Wrapping Up & Additional Resources
Unfortunately, making sure that donors stick around can be tricky. However, donor retention is essential for the long-term sustainability of any nonprofit, and corporate matching gifts provide a powerful strategy to keep donors engaged and committed in the long run. By leveraging matching gifts, organizations can amplify donor contributions, reinforce financial stewardship, and create ongoing opportunities for meaningful engagement.
Now is the time to integrate matching gifts into your donor retention strategy. With the right approach—and the right tools to power it—you’ll not only increase donations but also turn one-time contributors into lifelong advocates for your mission.
For even more helpful fundraising and matching gift tips, keep reading these additional recommended resources:
Interested in learning more about boosting donor retention? Check out this immersive webinar on the topic!
20+ Association Management Software Picks To Explore
/in About Double the Donation, Learning Center, Lists and Rankings /by Adam WeingerAs an association leader, your plate is full. Juggling member retention, event planning, and operational efficiency often feels like a delicate balancing act. If your current tools aren’t pulling their weight, managing your day-to-day operations only gets harder.
Enter association management software (AMS): a transformative tool designed to streamline operations, enhance member engagement, and free up time. But with so many options on the market, how do you choose the right platform?
This guide will demystify the process and help you find your perfect AMS. That way, your organization can invest in a system that meets your needs today and evolves with you tomorrow. Here’s what we’ll cover:
Whether you go with an association management platform on our list or choose a different one, you’ll have the knowledge you need to navigate your options confidently. Let’s dive in.
Association Management Software FAQ
Before diving into specific picks, let’s answer a few questions executive directors, chief technology officers, and membership directors typically have about this type of software.
What Is Association Management Software?
Association management software (AMS) is a specialized platform designed to help membership organizations manage their operations. It centralizes key functions like member management, event planning, fundraising, communication, website management, and financial tracking into one cohesive system.
With an AMS, you can streamline administrative tasks, such as:
By automating routine tasks and providing valuable insights, an AMS empowers organizations to enhance member engagement, streamline processes, and focus on achieving their mission.
What’s The Difference Between an AMS and a Community Platform?
While association management software and community platforms both support member engagement, they have distinct purposes and focus areas:
Trade and professional associations often use both systems together. While an AMS meets operational needs, a community platform deepens member connections and engagement.
Why Should We Invest in an Association Management Platform?
An association management platform offers transformative benefits for your organization by streamlining operations, enhancing member satisfaction, and driving long-term growth. Here’s why it’s a smart investment:
Instead of using disparate systems, invest in a single platform that helps your association operate efficiently, engage members, and achieve its mission. An investment in the right platform is an investment in your organization’s growth and long-term success.
What Features Should My Association Look For?
As with any software, focus on features that align with your organization’s specific needs and budget. A few key features to prioritize in your AMS search include:
Before investing in an AMS, ensure it also has a supportive vendor. A vendor that offers comprehensive training and support will help you get your system up and running without a hitch.
20+ Association Management Platforms
The following list isn’t exhaustive but should provide a solid place to start your search for the right association management platform. Be sure to check customer reviews on platforms like G2 and Capterra to get a better sense of each system’s practical applications.
Tradewing: Best for Online Communities
Tradewing is a community management platform designed to boost membership growth, retention, and engagement by creating dynamic online communities. Built for trade and professional associations, the platform creates a user-friendly online space where members can connect with one another, attend virtual events, access valuable resources, and stay engaged with your community, all without ever leaving the Tradewing platform.
Depending on your needs, you can purchase either Tradewing’s full AMS platform or just the community engagement tools. The community platform integrates with popular AMSs, so if you want to extend another platform’s functionality, Tradewing is a great option!
Recommended for: Small to mid-sized trade and professional associations that prioritize community engagement and networking
Top Features: Build a vibrant online member community, design a branded website in minutes, manage your events, and stay connected with members through targeted email marketing.
Pricing: Tradewing prices vary based on the size and needs of your association. Pricing depends on selected features and membership size, so request a demo for more information.
ClubExpress: Best for Small Clubs and Local Chapters
ClubExpress is an AMS tailored to small clubs, local chapters, and volunteer-led organizations seeking an affordable solution to manage operations. It simplifies administrative tasks and helps organizations build stronger connections with members through intuitive tools for communication, events, and website management.
Recommended for: Small to mid-sized clubs, local chapters, and volunteer-driven associations across various industries, including hobby groups, sports clubs, and professional networks
Top Features: ClubExpress offers users a member database, website creation tools, a member mobile app, and integrated event management with online registration and payment options. Additional features include forums, email campaigns, text messaging, and financial tracking.
Pricing: ClubExpress has a flexible pricing model based on your number of active members. Pricing per member goes down as your organization grows. For instance, pay $0.42 per member monthly if you have 1-200 members, $0.38 per member if you have 201-300 members, $0.34 per member if you have 301-500 members, or $0.30 per member if you have 501-1,000 members.
Dash: Best for Content Management
Dash is a stress-free association management software solution designed to handle every aspect of running an association. With 50+ years of experience in association management, the Dash team has developed a platform that centralizes tasks such as member sign-up, event registration, and invoicing within a cloud-hosted environment.
Recommended for: Associations across various industries aiming to enhance operational efficiency and member engagement
Top Features: Dash offers an intuitive CMS for website creation, including blogs, news feeds, and member-only content. The CMS integrates with the association’s database, providing members with a seamless experience when purchasing merchandise, registering for events, or accessing digital resources. You’ll also gain features for managing members, communicating with your community, managing events, tracking finances, and accepting sponsorships.
Pricing: Dash offers three packages with varying features. Contact their team for pricing details.
Fonteva: Best for Salesforce Users
Fonteva is a robust association management software platform built on Salesforce, the world’s most popular CRM. It leverages the power of Salesforce with specialized features for associations, making it ideal for organizations interested in Salesforce.
Recommended for: Medium to large associations in industries that use Salesforce for customer and member relationship management
Top Features: Fonteva provides advanced member management, event registration, and e-commerce capabilities. Saleforce’s flexibility allows for deep customization, and the app marketplace expands functionality further.
Pricing: Fonteva requires a Salesforce subscription and custom pricing based on the size and complexity of your association’s needs.
Forj: Best for Virtual Engagement and Learning
Forj is a virtual engagement platform focused on enhancing member collaboration in an online environment. Designed for professional associations and communities, Forj helps organizations foster connections through virtual events, networking opportunities, and collaborative tools. Forj is a dual AMS and learning management system that combines community building and learning with the goal to modernize association membership.
Recommended for: Associations and professional networks prioritizing virtual engagement, community collaboration, and learning outcomes
Top Features: Forj offers tools for hosting interactive virtual events, managing discussion forums, and creating content hubs for members. Its analytics help track member engagement, event attendance, and content consumption to measure virtual initiatives’ effectiveness.
Pricing: Forj provides custom pricing based on organization size and requirements
Glue Up: Best for Event-Driven Organizations
Glue Up is an all-in-one association management platform designed for event-driven organizations. It includes membership management, event management, and email marketing tools, giving you the ability to monetize your professional community within minutes. However, it really shines in its event functionality, which makes it easy to plan, promote, and execute online and offline events.
Recommended for: Associations and organizations that rely heavily on events for member engagement and revenue
Top Features: Glue Up is a top event management with tools for online registration, ticketing, and payment processing. It also offers CRM functionality, email campaigns, and a mobile app for on-the-go management. Leverage surveys, financial tracking, and a website builder to streamline operations further.
Pricing: Glue Up uses a tiered pricing model based on selected features, starting at $2,500 annually.
GrowthZone: Best for Membership Growth
GrowthZone is an all-in-one platform designed to drive membership growth through innovative tools for recruitment, retention, and engagement. It simplifies operations for associations by automating processes and providing insights to improve member acquisition strategies. From managing certifications to providing a secure online community, you’ll have all the features you need to scale your membership base.
Recommended for: Associations of all sizes looking to grow their membership base
Top Features: Grow revenue with robust membership offerings, events, merchandise sales, and sponsorships. You can also access built-in marketing automation and sales funnel management tools. The AI-Powered Newsletter feature allows you to curate newsletters based on members’ unique interests and engagement history.
Pricing: Subscriptions start at $4,985 annually based on your chosen package, and there’s an onboarding fee.
iMIS: Best for Large Associations
iMIS is a powerful association management software solution designed to meet the needs of large organizations with complex operations. It combines member management, learning, fundraising, and event planning tools into a unified cloud-based platform.
Recommended for: Large associations, nonprofits, and organizations with diverse membership needs and high-volume data management
Top Features: iMIS offers advanced CRM capabilities, member management tools, learning management systems, website building functionality, and robust event planning features. Its analytics and reporting tools provide real-time insights, and its integrations allow for customized organizational workflows.
Pricing: iMIS pricing is customized based on the size and complexity of your organization. iMIS Professional starts at $7,200 annually, while iMIS Enterprise requires a custom quote.
MemberClicks: Best for Small to Mid-Sized Associations
MemberClicks is an all-in-one membership management software platform tailored for small to mid-sized associations and nonprofits. It simplifies member management and saves time with tools designed for administrative tasks. It hones in on online engagement by providing tools for custom websites, digital member communities, and online databases.
Recommended for: Small to mid-sized associations, chambers of commerce, and nonprofits seeking an affordable, user-friendly solution
Top Features: MemberClicks offers a member database, email marketing, and event registration tools. Its drag-and-drop website builder and customizable member portal ensure a branded online presence.
Pricing: MC Professional is ideal for individual-based member types and small associations, starting at $4,500 annually. MC Trade is best for organization-based member types, chambers, and large associations, starting at $3,500 annually. Special pricing structures are available for chambers.
MemberLeap: Best for Customizable Membership Management
MemberLeap is a flexible association management software solution that adapts to the unique needs of each organization. It empowers associations with tailored workflows and robust tools to manage members, events, website content, communications, and financial processes. MemberLeap is an excellent choice for associations seeking a scalable, feature-rich platform that addresses specific operational challenges while fostering member engagement and organizational growth.
Recommended for: Associations that require customizable membership management tools
Top Features: MemberLeap includes a member database, automated billing, robust event planning, volunteer management, and communication tools. Its website management capabilities and financial tracking features provide additional value.
Pricing: Pricing scales based on the association’s needs and number of active records, starting at $80 per month for the Copper Plan for organizations with 1-200 active records.
Nimble AMS: Best for Advanced CRM Capabilities
Nimble AMS is a Salesforce-based association management platform offering powerful CRM capabilities. Built on Salesforce, it enables associations to leverage advanced analytics and automation for member engagement and operational efficiency. Nimble AMS customers receive seamless upgrades three times a year, ensuring you’re always using the latest tools.
Recommended for: Medium to large associations using Salesforce and seeking robust CRM functionality
Top Features: Nimble AMS provides member management, accounting, a member portal, fundraising tools, and event management. It also supports custom workflows, AI-driven analytics through Salesforce Einstein, and mobile-friendly features for on-the-go management.
Pricing: Nimble AMS pricing is custom and requires a Salesforce subscription. Costs depend on your organization’s size and feature needs.
Novi AMS: Best for QuickBooks Integration
Novi AMS is built with deep QuickBooks integration, making it the perfect choice for associations prioritizing financial management. It streamlines time-consuming accounting processes, so your team can focus on serving your association’s members.
Recommended for: Small to mid-sized associations that use QuickBooks and need an AMS to simplify financial tracking
Top Features: Novi AMS includes a two-way sync with QuickBooks’ automated invoicing and financial reporting tools. Additionally, it offers member portals, event registration, and directory management features to simplify member management. Other key features include eCommerce and website management.
Pricing: Novi AMS pricing starts at $790 per month with an onboarding fee of $3,360 for organizations with annual revenue up to $400K. Pricing scales based on your organization’s annual revenue.
Protech: Best for Microsoft Users
Protech is a powerful AMS designed to integrate with the Microsoft Dynamics 365 platform, making it an excellent choice for organizations using Microsoft tools. Manage every detail of the member journey, bring your data to life with cutting-edge reports, and boost productivity by automating administrative tasks like billing.
Recommended for: Medium to large associations that rely on Microsoft Dynamics 365 and Azure True Cloud
Top Features: Protech offers advanced CRM capabilities, automated workflows, and financial tracking through an integrated suite of financial, eCommerce, analytics, and database tools. Thanks to its comprehensive features, you can manage events, generate insightful reports, and personalize the member experience.
Pricing: Protech pricing is based on your organization’s size and needed features, with additional costs for Microsoft Dynamics 365 licensing.
Raklet: Best for Community Fundraising and Events
Raklet is a versatile platform focused on helping associations and nonprofits engage their communities through fundraising and community management tools. It combines a user-friendly interface with features that build and sustain strong member relationships, such as a branded mobile app, dues collection, newsletters, and job boards. With 4,000+ integrations via Zapier and Make, you can connect Raklet with your favorite apps to improve your association management software’s functionality.
Recommended for: Associations, nonprofits, and clubs focused on fundraising
Top Features: Raklet includes tools for organizing online and offline events. You can also provide more value to your community with discussion boards, job boards, and a searchable member directory.
Pricing: Raklet offers tiered pricing plans starting at $49 per month, with additional features and capabilities available at higher tiers. There’s also a free option with limited features.
SilkStart: Best for Multi-Chapter Organizations
SilkStart is a comprehensive association management platform tailored for multi-chapter organizations, allowing centralized management while empowering autonomous local chapters. It streamlines operations for organizations with complex structures and diverse membership bases.
Recommended for: Associations and organizations with multiple chapters, branches, or regional divisions
Top Features: SilkStart provides a centralized database for member management, robust chapter management tools, and event coordination across chapters. It also includes website building and communication tools for consistent branding.
Pricing: SilkStart’s pricing includes a one-time setup fee and recurring charges based on active members or chapters. The Standard Plan starts at $220 per month (billed annually) for up to 500 members. Meanwhile, the Multi-Chapter Plan starts at $665 per month (billed annually) for up to 10 chapters, and custom pricing is available for larger organizations or additional needs.
Springly: Best for Nonprofits and NGOs
Springly is an all-in-one solution that simplifies operations for nonprofits, NGOs, associations, churches, and other member-based organizations. It focuses on enhancing supporter engagement, strengthening communications, and streamlining fundraising.
Recommended for: Nonprofits, NGOs, and mission-driven organizations in a variety of sectors
Top Features: Springly includes membership management, donation tracking, website creation, and automated email marketing tools. The platform’s integrated event registration and financial reporting features make it easy to manage operations while staying mission-focused.
Pricing: Springly offers tiered pricing plans starting at $45 per month, with higher tiers offering advanced features like CRM tools and custom reporting. There’s also a free plan that offers basic fundraising, event, and membership capabilities.
StarChapter: Best for Local Chapters of National Associations
StarChapter is a user-friendly association management software solution designed to help local chapters of national associations manage operations, events, and communication. It simplifies administrative tasks while maintaining alignment with overarching goals and branding. It also empowers users to leverage the software based on their responsibilities, whether they’re a board president, treasurer, or other leader.
Recommended for: Local chapters of national or parent associations seeking streamlined tools for chapter management
Top Features: StarChapter includes event registration, membership management, email marketing, and content management tools, all integrated into a customizable chapter website. It also provides reporting features to share chapter performance with national organizations.
Pricing: StarChapter’s pricing starts at $53 per month, with plans varying based on chapter size and selected features. Expect to pay a setup fee ranging from $599-$3,041 based on your number of members.
ToucanTech: Best for Educational and Alumni Associations
ToucanTech is a specialized platform for educational and alumni associations, offering a unique blend of member engagement and database management tools. Its intuitive interface helps associations connect with alumni, donors, and members while streamlining administrative tasks.
Recommended for: Mid-sized educational institutions and alumni associations with up to 200K database records and looking to invest about $10K annually in new software
Top Features: ToucanTech includes tools for creating member portals, managing communications through email and social media, and processing donations with built-in fundraising features. It also makes it easy to plan events and promote job and mentoring opportunities.
Pricing: ToucanTech pricing is customized based on your organization’s size and needs, with flexible options available for different budgets.
Wild Apricot: Best Budget-Friendly AMS
Wild Apricot is affordable, user-friendly association management software designed for small associations and member-based nonprofits. Trusted by 15,000+ organizations, Wild Apricot offers a comprehensive suite of features at a competitive price point, making it ideal for budget-conscious organizations.
Recommended for: Small to mid-sized associations, nonprofits, clubs, or other member-based organizations seeking a cost-effective solution
Top Features: Wild Apricot provides membership management features, event registration capabilities, and a drag-and-drop website builder. Its self-service member portal and email marketing tools make it easy to engage members and maintain an online presence.
Pricing: Wild Apricot has a free trial and tiered pricing starting at $60 per month, based on your number of members. Save 10% by pre-paying for a year and 15% by pre-paying for two years. They also have multi-chapter pricing options.
YourMembership: Best for Member Engagement
YourMembership is a powerful association management system designed to boost member engagement. With a suite of customizable tools, it helps associations build strong member connections while automating administrative workflows, such as event management, membership renewals, and communication.
Recommended for: Small associations across industries that prioritize member engagement and retention
Top Features: YourMembership includes a member portal, learning management capabilities, event management, and email marketing tools for targeted communication. It also offers community forums, mobile-friendly features, and reporting tools to monitor engagement.
Pricing: Request a personalized quote for this association management platform.
How To Select the Best Association Management Software
Looking at this list of popular association management platforms, you might be unsure how to narrow down your options. Start by assembling a committee to evaluate different platforms. Having diverse perspectives will help you review your options objectively while considering each platform’s impact on various aspects of your association.
The buying process looks similar to any software your association might need. Follow these steps to select the best AMS for your team:
Adding association management software to your toolkit is an investment in your organization’s future, so take the time to assess your options thoroughly. You’ll be well-positioned to select a platform that fulfills your needs both today and down the road.
Choose Your Association Management Platform
The right association management software can be a lifeline, offering you the tools to work smarter, not harder. With so many choices, navigating the crowded market of AMS options can be overwhelming. Now, you know what to look for, what to avoid, and how to make a confident choice.
To learn more about association management, check out these free resources: