Double the Donation-iDonate-Integration-Feature

Double the Donation/iDonate Integration Guide

iDonate has officially partnered with Double the Donation to boost your matching gift revenue with the click of a button.

If you’re looking for step-by-step instructions on how to turn on the Double the Donation integration within your iDonate account, you’ve come to the right place!

Double the Donation’s Relationship with iDonate:

iDonate is an industry-leading fundraising and donor engagement solution for nonprofits.

Double the Donation is the leading provider of employee matching gift data and tools to nonprofits.

This guide was designed to help iDonate users incorporate Double the Donation’s matching gift search tool and database directly into their donation pages.

Please note that iDonate and Double the Donation are two separate companies.

How To Activate Double the Donation’s Matching Gift Field On Your iDonate Donation Page

First thing’s first: You must have a 360MatchPro account in order to enable the matching gift functionality on your iDonate donation page. If you don’t already have one, contact your iDonate Account Executive at support@idonate.com, and they will activate your 360MatchPro account for you.

Note: This guide will take you through the entire process of setting up an embed, placing it on a landing page, and pushing that page live. If you already have your embed and landing page set up, please skip to steps #3 and #4 of Phase 1. Once those steps are completed, your matching gift functionality will be up and running!

Now let’s get started!

There are two key phases to setting up an iDonate form that incorporates Double the Donation’s matching gift search tool: creating the embed and creating the landing page.

Phase 1: Create the “Embed”

Step #1: Once you’ve logged into your iDonate account, click on the “Embeds” option in the menu on the left side. You will be directed to this screen. From here, click “NEW EMBED” in the top right-hand corner.

Double-the-Donation-iDonate-Integration-step-a1

 

Step #2: On the following page, you’ll be asked to choose either “Unified Giving Embed v2” or “Single-page Embed.”

For the sake of this demonstration, we will prepare a unified giving embed for our fictional nonprofit organization, Cat Rescue Club.

Double-the-Donation-iDonate-Integration-step-a2

Step #3: In order to add the search tool to your donation page, you must assign a location for your corporate matching gift field as illustrated below. The default setting is “No Corporate Matching,” which leaves your donation page without a matching gift search tool.

Double-the-Donation-iDonate-Integration-step-a3

We strongly recommend selecting the “On first page of embed” option. The closer the corporate matching field is to the top of your donation page, the higher the chances are of a donor searching for their employer and having their donation matched.

Step #4: Then, simply switch the “Company Name” toggle ON.

Double-the-Donation-iDonate-Integration-step-a4

Your embed is officially ready to capture employment information. Now let’s get the landing page set up.

Phase 2: Create the Landing Page

Step #1: Navigate over to “Landing Pages” found in the menu on the left side of your screen. Once there, click on “NEW LANDING PAGE” in the top right corner of the screen. Both of these buttons are highlighted below.

Double-the-Donation-iDonate-Integration-step-b1

Step #2: You will be presented with three options for how you would like your landing page to look. For this demo, we will select the “Simple Landing Page” option.

Double-the-Donation-iDonate-Integration-step-b2

Step #3: You will be redirected to the options for your new landing page. First step: name your page.

Double-the-Donation-iDonate-Integration-step-b3

Step #4: Navigate to the “Page” option (highlighted in the image below). Here, you will select the embed you want to incorporate on this landing page. We will select the Cat Rescue Club embed that we set up earlier (also highlighted).

Double-the-Donation-iDonate-Integration-step-b4

Step #5: All that’s left to do is finish customizing your page before you hit publish in the top right-hand corner of your landing page setup, as illustrated below.

Double-the-Donation-iDonate-Integration-step-b5

When your page has been published, you will be redirected to your “Landing Pages” home screen, and your newly setup landing page will now be listed here.

Step #6: To the right of your landing page’s title, you will see a small pencil icon. When clicked, this icon presents a dropdown menu that allows you to either “Edit,” “Visit,” or “Archive” your landing page. It’s that simple.

Double-the-Donation-iDonate-Integration-step-b6

Step #7: If you click visit, you will see your fully functional, customized donation page with the embedded search tool by Double the Donation.

Double-the-Donation-iDonate-Integration-step-b7

Voila! You have a beautiful, customized, fully integrated donation page.

Incorporate Double the Donation’s Matching Gift Search Tool Across Your Broader Fundraising:

Ensure that all your website visitors, not just those on your iDonate fundraising page, know about the power of matching gifts. You can turn website visitors into donors by showing them how easy it is to make their gift go further.

To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the Embed Code from your Double the Donation account. It’s really that easy to spread awareness of match eligibility among your donors!

Our recommendation is to start by creating a dedicated matching gift page, where you can explain what matching gift programs are and provide donors with a chance to look up their employer’s program forms, guidelines, and instructions. This page will become a useful resource to include in emails, newsletters, and direct messages that you want to keep short.

Take a look at how our Cat Rescue Club website incorporates the Double the Donation plugin on a page designated to matching gifts.

Double-the-Donation-iDonate-Integration-step-bonus

Double the Donation Embed Notes: If you’re not sure how to access the Double the Donation Embed Code, please follow the below steps:

1. Log into your Double the Donation account by going to https://doublethedonation.com/360matchpro/login/

2. Choose the Embed Our Plugin Link

3. Copy the Embed Code

With Double the Donation’s matching gift search tool embedded directly on your donation page, you encourage your donors to find out about matching gifts right then and there while they are already trying to support your organization. Happy fundraising!

Discover how to integrate Double the Donation tools into your MightyCause fundraising page!

Double the Donation/MightyCause (Razoo) Integration Guide

Does your nonprofit, team, or community raise money through MightyCause, formerly Razoo? Are you looking to incorporate Double the Donation’s matching gift information onto your MightyCause fundraising pages?

If so, then this guide is for you.

Double the Donation’s Relationship with MightyCause (Razoo):

MightyCause, formerly Razoo, is an online crowdfunding platform for individuals, teams, communities, and nonprofit organizations.

Double the Donation is the leading provider of employee matching gift data and tools to nonprofits.

This guide was put together to help organizations who rely on MightyCause incorporate Double the Donation’s employee matching gift information onto their fundraising pages.

Please note that MightyCause and Double the Donation are two separate companies.

Steps to Integrate Double the Donation’s Matching Gift Information with MightyCause Fundraising Pages:

Before you get started, you’ll need the hosted page URL from your Double the Donation account. Be sure to have that handy before you follow these steps.

You’ll also need to create the MightyCause campaign page that you want the Double the Donation tool to appear on. We’re using a mock campaign by the Feline Rescue Association, who’s raising money to support stray cats in Baltimore.

Step #1: Navigate to the “Description” section of your MightyCause fundraising page editor, outlined here in red.

Follow the first step of the Double the Donation-MightyCause integration.

Step #2: Choose the “Embed URL” option from the editing toolbar.

Follow the second step of the Double the Donation-MightyCause integration.

Step #3: Paste the URL of your hosted matching gift page from your Double the Donation account.

Follow the third step of the Double the Donation-MightyCause integration.

Step #4: Preview the link, ensuring that your organization’s logo appears properly, just like the Feline Rescue Association’s.

Follow the fourth step of the Double the Donation-MightyCause integration.

Incorporate Double the Donation’s Matching Gift Search Tool Across your Broader Fundraising:

Ensure that all your website visitors, not just those on your MightyCause fundraising page, know about the power of matching gifts. You can turn website visitors into donors by showing them how easy it is to make their gift go further.

To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the Embed Code from your Double the Donation account, the same account you accessed to find your hosted page URL. It’s really that easy to spread awareness of match eligibility among your donors!

Our recommendation is to start by creating a dedicated matching gift page, where you can explain what matching gift programs are and provide donors with a change to look up their employer’s program forms, guidelines, and instructions. This page will become a useful resource to include in emails, newsletters, and direct messages that you want to keep short.

Take a look at how the University of Pikeville incorporated the Double the Donation plugin on a page called “Matching Gifts,” nested under the “Giving” section of their website.

Incorporate matching gifts on a dedicated matching gift page.

 

You can also link to your own matching gift page on your MightyCause fundraising page! 

Your Double the Donation hosted page is optimized to display perfectly when embedded on pages like these. To link to your own website’s matching gift page that features your Premium Plan search tool, instead of your hosted page, we recommend testing how the link from your website displays when embedded following steps #1-4.

If the link to your website’s matching gift page doesn’t appear properly, don’t worry! You can always insert a link to it, which will display as a simple hyperlink. We recommend using anchor text like, “Double your donation! Click here to search for your employer’s corporate matching gift program.”

Follow the fifth step of the Double the Donation-MightyCause integration.

Follow the fifth step of the Double the Donation-MightyCause integration.

 

Double the Donation Embed Notes: If you’re not sure how to access the Double the Donation Embed Code, please follow the below steps:

  1. Log into your Double the Donation account by going to https://doublethedonation.com/members/
  2. Choose the Embed Our Plugin Link
  3. Copy the iframe Embed Code
Learn now to integrate Double the Donation tools into the Rallybound platform.

Double the Donation/Rallybound Integration Guide

Does your nonprofit fundraise with Rallybound? Are you looking to incorporate Double the Donation’s matching gift information into your Rallybound campaign websites?

If so, then this guide is for you.

Double the Donation’s Relationship with Rallybound:

The Rallybound platform enables nonprofits to build full social fundraising websites to raise money for their cause.

Double the Donation is the leading provider of employee matching gift data and tools to nonprofits.

This guide was put together to help organizations who use Rallybound fundraising websites incorporate Double the Donation’s employee matching gift plugin into those websites.

Please note that Rallybound and Double the Donation are two separate companies.

Steps to Integrate Double the Donation’s Matching Gift Search Tool with the Rallybound Platform:

Before you get started, you’ll need the Embed Code from your Double the Donation account. Be sure to have that handy before you follow these steps.

You’ll also need to ask Rallybound to designate a page on your Rallybound website that you want the Double the Donation tool to appear on. Alternatively, the plugin can be added to any editable area on your site. We recommend creating a page titled “Matching Gifts” to house the plugin. That’s the approach taken by the National Ovarian Cancer Coalition, who we’ll be using as an example to walk through the steps of the integration.

Step #1: Enabling editing on your designated page, then click the Rich Text Editor on your page.

Follow the first step in the Double the Donation-Rallybound integration process.

Step #2: Open the “Source” panel by clicking the icon in the top left-hand corner of the editing toolbar.

Follow the second step in the Double the Donation-Rallybound integration process.

Step #3: Insert the Embed Code from your Double the Donation account. Click “OK” and ensure that the plugin appears properly.

Follow the third step in the Double the Donation-Rallybound integration process.

Step #4: Add additional information about matching gifts, explaining what these programs are and encouraging your donors to use the search tool.

Follow the fourth step in the Double the Donation-Rallybound integration process.

Incorporate Matching Gifts Across your Broader Fundraising:

Ensure that all your website visitors, not just those on your dedicated matching gift page, know about the power of matching gifts. You can turn website visitors into donors by showing them how easy it is to make their gift go further.

Don’t forget that with the Double the Donation Premium Plan, you can embed the Double the Donation plugin on up to five different pages across your website!

Of course, you need to make sure that website visitors can actually find the pages you put the Double the Donation matching gift search tool on. Follow the lead of the National Ovarian Cancer Coalition and link to your dedicated matching gift page directly in your Rallybound website’s navigation bar.

Including matching gifts in your main navigation also demonstrates to your donors just how integral they are to your continued success.

Link to your dedicated matching gift page in your navigation bar.

Double the Donation Embed Notes: If you’re not sure how to access the Double the Donation Embed Code, please follow the below steps:

  1. Log into your Double the Donation account by going to https://doublethedonation.com/members/
  2. Choose the Embed Our Plugin Link
  3. Copy the Embed Code
Learn now to integrate Double the Donation tools into the GiveGab Enterprise platform.

Double the Donation/GiveGab Enterprise Integration Guide

Does your nonprofit use the GiveGab Enterprise Platform? Are you looking to incorporate Double the Donation’s matching gift information into your GiveGab Enterprise donation pages?

If so, then this guide is for you.

Double the Donation’s Relationship with Kimbia (GiveGab):

Kimbia, now GiveGab Enterprise, provides an online fundraising, crowdfunding, and event platform for nonprofits, higher education, and community foundations.

Double the Donation is the leading provider of employee matching gift data and tools to nonprofits.

This guide was put together to help organizations who use Kimbia donation forms incorporate Double the Donation’s employee matching gift plugin into their fundraising pages and into their primary websites.

Please note that GiveGab and Double the Donation are two separate companies.

Steps to Integrate Double the Donation’s Matching Gift Search Tool with the GiveGab Enterprise Platform:

Before you get started, you’ll need the iframe Embed Code from your Double the Donation account. Be sure to have that handy before you follow these steps.

You’ll also need to create the new campaign and a new donation form that you want the Double the Donation tool to appear on.

Step #1: Navigate to the “Form List” (A) of your campaign, then click on the name of the form (B).

This image demonstrates step 1 of the GiveGab-Double the Donation integration.

Step #2: Navigate to the “Confirmation Messages” section of your form (C), then click on the “Edit” button (D) in the “On Screen Messages” block.

This image demonstrates step 2 of the GiveGab-Double the Donation integration.

Step #3: Click on the “HTML” button (E) on the WYSIWYG editor.

This image demonstrates step 3 of the GiveGab-Double the Donation integration.

Step #4: Enter your Double the Donation iframe code into the HTML editor. Click “Update,” and then click “Save.”

This image demonstrates step 4 of the GiveGab-Double the Donation integration.

This image demonstrates step 4 of the GiveGab-Double the Donation integration.

Step #5: Test your form by previewing it, entering a transaction, and typing in a company name on the confirmation screen. The matching gift search tool should begin auto-completing the name of the company, and then display the necessary forms, guidelines, and instructions that a donor working for that company needs to submit a matching gift request to their employer.

This image demonstrates step 5 of the GiveGab-Double the Donation integration.

Incorporate Double the Donation’s Matching Gift Search Tool Across your Broader Fundraising:

Ensure that all your website visitors, not just those on your donation form, know about the power of matching gifts. You can turn website visitors into donors by showing them how easy it is to make their gift go further.

To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the same Embed Code that you used for the confirmation screen onto the desired page. It’s really that easy to spread awareness of match eligibility among your donors!

Our recommendation is to start by creating a dedicated matching gift page, where you can explain what matching gift programs are and provide donors with a change to look up their employer’s program forms, guidelines, and instructions. This page will become a useful resource to include in emails, newsletters, and direct messages that you want to keep short.

Take a look at how the University of Pikeville incorporated the Double the Donation plugin on a page called “Matching Gifts,” nested under the “Giving” section of their website.

Double the Donation-GiveGab-Integration Guide-UPike

 

Double the Donation Embed Notes: If you’re not sure how to access the Double the Donation Embed Code, please follow the below steps:

  1. Log into your Double the Donation account by going to https://doublethedonation.com/members/
  2. Choose the Embed Our Plugin Link
  3. Copy the iframe Embed Code

The Importance of Website Maintenance for Your Nonprofit

You’ve spent hours closely reviewing design and functionality details and your new website is officially up and running. You’ve triple checked everything to make sure it runs just the way you want it and you couldn’t be more excited to have an up-to-date, donation-processing digital home for your organization.

So now what? Let’s think of your website like a car. Your set of wheels needs a mechanic’s attention every so often and your website will also need the same T.L.C. Here is a list of the most important items to stay on top of when it comes to your website maintenance so that your site can continue fundraising for you.

Assigning a Site Mechanic

First thing’s first, you need to assign someone the role of managing the new website . Assigning responsibility to one person ensures that there is no confusion and , makes sure that your recent investment remains a priority and never slips through the cracks. Ideally, this person will manage content, written and visual, to make sure that the information on your site is regularly updated and visually appealing.

Lots of organizations look to their communications person or team for their expertise on this, but anyone familiar with your organization’s day-to-day will work great for content updates. When it comes to more backend and technical to-do’s, having a second tech-savvy person, ideally a developer, around is key. If you don’t have anyone on your team who has this skill set there are other options. Most web design agencies offer website maintenance plans to help with this or are available on a per-request basis to assist you.

WordPress/Plugin Updates

If you’re launching a new website, then chances are that it’s been made in WordPress. WordPress is one of the most user-friendly content management systems (CMS) and has regular updates like all technologies do. Each update includes more advanced security settings and overall site performance so these are important to keep up with.

When update time rolls around, you’re going to want to call a developer. These updates aren’t always compatible with other features and plugins included on your site. So you need to be sure that there is someone with the proper know-how to catch any glitches and avoid bigger headaches. If you are confused by any aspect of the update process, call an expert. Trust us, it is worth a little extra cash to ensure that your site is updated properly.

Hosting & Domain Upkeep

Every website requires housing , and this is where your hosting provider, or server, comes into play. Think of your hosting as the garage for your car and your domain as the name that goes on your reserved parking spot.

These two things are generally purchased through the same company but can also be purchased separately if needed. Your hosting, once set up, won’t require too much attention. However, your provider is the one to call for site backups (we’ll talk more about this next!) and any site loading issues. If you have a good hosting provider, you shouldn’t have to get in contact with them too often.

Site Backups

If you’re going to remember one thing from this article, it should be the importance of site backups. Your hosting provider can make these backups for you, or you can use a website plugin that also allow you to save a backup directly on your computer like All-in-One WP Migration. A site backup is a mirror copy of your site at the moment it is taken. If anything does go wrong, these backups can be restored and get your site back to normal.

We recommend doing at least one per month so that all of your content changes are up-to-date in the backup. If your organization makes very regular content changes, then we recommend doing two or more a month to ensure all of your form entries and content updates are included. This will save you time from having to re-update text and images since you are essentially reverting to a previous version of your site.

Incidentals

Incidentals isn’t a word that anyone likes, but it is a reality when we look to maintain something long term. We don’t always expect to find out that our car is leaking oil, but it is an urgent matter to fix relatively quickly. Your website is no different.

Maybe there was a piece of code that was accidentally deleted and you’re not sure how to replace it. Perhaps you fell prey to malware or spam that needs to be removed. Having someone who can handle this quickly and accurately is essential. For these cases, the best solution is to contact your web developer or you on-staff IT person to make sure the proper solution is found.

Your website is your most important tool in giving communities the information they need and is essential for your organization to remain relevant in a digital age. It’s something that takes time and detail to properly complete and needs to be maintained for any sort of longevity. Keep all of these tips in mind as you navigate website maintenance!

Author Bio

Kyle McClure is the Growth & Partnerships Manager at Elevation, a full-service nonprofit web design agency. Kyle, a born and raised Pittsburgher, started in the nonprofit world during college when he interned for some of the Burgh’s favorite performing arts organizations. He began at Elevation as a project manager in 2016 with experience ranging from customer and donor relations to PR & marketing. A culture junkie, you can find Kyle planning trips, trying new restaurants, and searching for shows.

5 Tips to Making a Difference in Your Community This Summer

Memorial Day marked the unofficial start of summer. While most of us equate summer with pleasure and relaxation, many others look at summer with a sense of dread. If you are financially strapped, summer means no access to subsidized meals for your children and childcare headaches as they are home from school.

Summer is also a stressful time for nonprofits. Need is high and donations are typically low. The good news is that summer is actually a great time to get involved with your favorite local charity. With businesses in summer mode, kids home from school and retired people itching to get out and enjoy the season, summer offers plenty of opportunities to do fulfilling acts of charity and still have time to laze away in the hammock.

Here are some helpful tips to get you started in what may be your most fulfilling summer ever:

  1. Identify local need. Helping to build up your own local community is extra fulfilling because you can witness the impact of your efforts first hand. Think about what cause moves you most. If reading is your passion, speak to your local Boys and Girls Club to see how you can impact young readers. Perhaps you can hold a book drive or establish a reading competition complete with charts and prizes! Or the charity may tell you the need is actually for school supplies so local kids have the tools to succeed in school. Whatever you choose, when you identify a charity you wish to support, be sure that it’s a worthy and legitimate organization by checking it out on a site like charitynavigator.org.
  2. Get kids, family and friends involved. You’ve made the decision to help, why not increase your impact exponentially by asking friends and family to join your cause. As mentioned above, kids are home and looking for something do and it’s never too early to teach a lesson of compassion and community. And, don’t forget the seniors. They are often overlooked but they can be amazing sources of ideas, enthusiasm and support – consider them your secret weapon!
  3. Bring your skills to the table. You can make an even bigger difference when you capitalize on your unique abilities. If you dabble in photography, why not offer to take photos at the next food pantry event to submit to your local paper, share online or add to their website. If you are great at planning parties, why not use your powers for good and organize a fundraising party for your favorite charity? If you are a runner, plan a neighborhood fun run and collect canned goods as an entry fee. You’ll find the more of yourself you put into your effort the more rewarding it will be.
  4. Virtual volunteering is a thing. When we think of volunteering we often envision lifting boxes, painting a room or building a swing set. But, the reality is that we are all busier than ever and working on-site at a charity event may just not work for us. Remember that virtual volunteering is a wonderful way to lend needed support to charity. From helping with website design, making phone calls or running an online fundraising or shopping event, don’t underestimate the impact you can make in your community right from your couch. You can even tap into your social networks and use social media for good when you run an online charity event made for social sharing with YouGiveGoods.com, an online giving platform that enables you to raise most-needed goods for any charity.
  5. Start small. The issues and problems that cause people (and animals!) distress run deep and won’t be eradicated any time soon. But every effort, no matter how small, makes a difference. Set reasonable goals for yourself, don’t shoot for the stars from the start. Learn and grow from your efforts and plan for each charitable outing to be bigger and better than the last.

Sure, summertime relaxing is good for you but helping others is also proven to be good for the mind, body, and soul. So take the plunge this summer and make it memorable by adding philanthropy into your plan.

 

Lisa Tomasi is the founder and president of YouGiveGoods, an innovative giving platform founded in 2012. Lisa has been involved in philanthropy ever since she was aided by the American Red Cross following the devastating 1989 San Francisco earthquake.  YouGiveGoods giving events enable individuals, companies, schools and groups to make a tangible impact in local communities by getting new, needed goods to charities. When not working with the amazing YouGiveGoods team, Lisa is at her other full-time job – raising four daughters with her husband, Paul.

5 Must-Know Ways to Get More from Luminate Online Today

Luminate Online Marketing is a comprehensive online fundraising and marketing solution that can equip your nonprofit with the tools to better understand and engage supporters as well as enhance your online fundraising performance.

As you likely already know, Luminate can help organizations like yours do a lot. But when you know how to maximize your Luminate experience, you’ll be able to get even more out of this expansive platform—and you’ll have the fundraising results to show for it.

In this post, we’ll walk through 5 steps to get the most out of your Luminate Online platform:

  1. Start with a clear plan for using Luminate Online.
  2. Clean up and migrate your data effectively.
  3. Take advantage of Luminate add-ons.
  4. Customize your Luminate Online platform.
  5. Thoroughly train your staff on Luminate Online.

With our help, you’ll be a Luminate Online expert in no time!

1. Start with a clear plan for using Luminate Online.

Before you can get started with using Luminate, you need to know exactly what you want this software to do for your nonprofit.

Because Luminate is so multifaceted, your nonprofit must develop a plan for how the platform will support your goals specifically. This plan will not only give you a starting point for using Luminate, but it will also provide a clear direction for any customizations or integrations that you’ll require.

To devise your Luminate Online fundraising strategy, get together with your nonprofit team to answer the following questions:

  • What are our fundraising goals? In addition to an overarching monetary goal, your organization should also set secondary fundraising goals for each quarter, specific campaigns, or fundraising events.
  • What online fundraising tools will help us meet our goals? Do you need customizable online donation or event registration forms? What about more specific giving channels, such as eCommerce stores, peer-to-peer fundraising, or mobile giving? (Hint: you may need to integrate solutions to build your ideal platform.
  • What aspects of our current strategy have worked in the past? Which need to be revisited? Generate reports on your most recent campaigns to analyze where you’ve fallen short and where you’ve exceeded expectations. Then, determine which Luminate Online features you’ll use to enhance (or refocus) your existing fundraising strategy.

If you have a general idea of your fundraising goals but aren’t sure where or how Luminate can fit in, consider seeking the help of a specialized nonprofit technology consultant.

A consulting firm with experience helping nonprofits utilize Blackbaud products (particularly Luminate) can provide the insight you need to map out a strategic plan for your new software.

Plus, your nonprofit tech consultant can help bring that plan to fruition by helping you customize, develop, and implement Luminate to meet your unique needs.

2. Clean up and migrate your data effectively.

Data is at the core of nonprofit organizations.

Think about it: without accurate, complete sets of data, it’s almost impossible to understand your supporters and design engagement and fundraising strategies that respond to their lifestyles, preferences, and goals as a part of your organization.

With that in mind, your organization should take the Luminate Online data migration process very seriously.

As you transfer constituent information from your existing fundraising software or CRM to Luminate Online, you’ll inevitably run the risk of losing or damaging data. To mitigate that risk, there are a few considerations to keep in mind prior to the data migration process:

  • Work with a data migration specialist. Especially for larger organizations with massive stores of donor information, the data transfer process can be complex. By working with a nonprofit tech consultant who focuses on data migration, you’ll alleviate some of the stress associated with migrating data.
  • Clean your database beforehand. Transferring messy data (such as outdated information, duplicate profiles, or lapsed donor data) will only set you up for more work going forward. You should go through your data with a fine-toothed comb before migrating any profiles to your new Luminate system.
  • Establish data entry best practices. When multiple staff members are responsible for inputting data, there’s always a chance that their practices will differ, leading to a greater chance of inconsistencies and errors. Combat that by creating a well documented data entry standard and training staff on your current best practices.

When your data is neat and well organized, you’ll easily be able to use it to inform your fundraising strategies. And after all, what good is data that you can’t use?

3. Take advantage of Luminate add-ons.

Luminate Online is highly versatile on its own, but you still may find that you need more specialized online fundraising features than what the base product provides.

If that sounds like your nonprofit, you’re in luck! Luminate Online offers helpful add-ons to expand the core product and give organizations like yours exactly the tools they need for fundraising success.

If you’re a veteran Blackbaud user, you may already be familiar with these add-ons, but let’s recap what the tools can do:

  • Luminate Advocacy was designed for nonprofits with grassroots fundraising initiatives in mind. With this add-on, you’ll have access to tools such as the letter-to-the-editor generator, integrated vote data, and personalized action centers for your supporters.
  • TeamRaiser is Blackbaud’s powerful peer-to-peer fundraising platform. With tools to help you plan your peer-to-peer event, communicate with supporters, and personalize your fundraising pages, TeamRaiser can connect with Luminate or be used on its own.
  • Luminate Content Management System offers a fully integrated web design and content manager for nonprofits using Luminate. With Luminate CMS, you’ll be able to holistically manage your web presence alongside your other online fundraising efforts.

Because these add-ons were built to work seamlessly with the Luminate Online system, you won’t have to worry about cumbersome integrations or headache-inducing data migrations. The platforms will naturally sync up to your existing Luminate platform and extend its functionality without any extra work on your end.

Bonus: Like the rest of your Luminate system, you can customize your add-ons to develop a personalized fundraising experience. Learn how to get started with TeamRaiser configurations by reading this resource from DNL OmniMedia!

4. Customize your Luminate Online platform.

Established nonprofits need unique solutions to meet their digital fundraising and marketing needs. Enter Luminate Online!

One of the greatest perks of the Luminate platform is that it can be customized to meet your organization’s needs in a truly unique way. Essentially, there are two paths through which your nonprofit can adjust your software:

  • Configurations, i.e., developing a custom solution by making adjustments in the backend of Luminate Online.
  • Integrations, i.e., combining your Luminate Online system with other Blackbaud solutions or third-party platforms.

You’ll likely need to implement both types of customizations to develop the most well-rounded solution.

But before you get started shopping for new software to pair with Luminate or making changes in the software, you should make sure your nonprofit can answer these important questions about how you’ll handle the customization process:

  • What configurations or integrations will you implement? Common integrations include nonprofit CRMs and dedicated fundraising software, but you’ll need to assess your own organization’s specific needs to determine what customizations are most important to achieving your fundraising goals.
  • Who will take the lead on customizing Luminate? For both configurations and complex integrations, you’ll need the help of either a robust IT department or an experienced nonprofit tech consultant.
  • Can your budget accommodate the customizations? Not only will you need to purchase any external software you want to integrate with Luminate, but you’ll need to ensure you can afford a web developer or technology consultant to help manage the process.

Once you’ve adapted your software accordingly, your nonprofit will be left with a totally one-of-a-kind software solution that was built to meet your needs and help you achieve greater success than ever before.

5. Thoroughly train your staff on Luminate Online.

Some lightweight online fundraising solutions are easy to find your way around with little-to-no guidance; generally speaking, Luminate is not that software.

While Luminate Online is certainly user-friendly, your organization will almost definitely need some assistance when you implement the platform and begin to use it for the first time.

Look at it this way—with software that can do so much, wouldn’t you feel more comfortable knowing every member of your staff is well-versed in how to make the most of it?

Luckily, training doesn’t have to be a guessing game. There are a variety of resources at your nonprofit’s disposal to learn everything you need to know about using Luminate:

  • Blackbaud training. Blackbaud offers specific training courses to help nonprofits of all skill levels understand and implement their products. By subscribing to Blackbaud Learn, your organization can gain access to on-demand training videos and online classes.
  • Online community and support. For one-off questions or implementation help, you can crowdsource support through the Blackbaud community forums. Or, seek help from Blackbaud’s team of experts via their online support chat.
  • Nonprofit tech consultants. If you’re in need of comprehensive training to get up and running on Luminate, your nonprofit would likely benefit from working with a nonprofit tech consultant who can train your staff on any and all areas of the Luminate system.

Without some form of training and expert counsel, your nonprofit won’t know the extent to which Luminate can impact your fundraising strategy—and you won’t be able to reap all the benefits!

Luminate Online is a powerful tool for your nonprofit (if you know how to get the most out of it).

With these tips, your team should be well-prepared to implement Luminate and propel your organization to total success. Now it’s time to start fundraising like never before!

Author Bio

Carl co-founded DNL OmniMedia in 2006 and has grown the team to accommodate clients with on-going web development projects. Together, DNL OmniMedia has worked with over 100 organizations to assist them with accomplishing their online goals. As Managing Director of DNL OmniMedia, Carl works with nonprofits and their technology to foster fundraising, create awareness, cure disease, and solve social issues.

Shoe Drive Fundraising: A Mini Guide for Schools and Clubs

Read our Aptify review and discover a top alternative.

Aptify Review | Our Assessment and Software Comparison

An association management software purchase isn’t a decision that should be taken lightly. Your nonprofit, organization, or association needs to find a solution that can provide smooth operations and a positive member experience.

One of the first ways to ensure that you’re getting the best software is to look for solutions that other associations like yours have found success with. In your search, chances are you’ve come across Aptify.

As a firmly established solution on the market, Aptify is a popular choice for association management! But before you make your decision, make sure you have all the information you need to make an informed choice.

In this post, we’re going to discuss:

  1. An Aptify review, complete with history and features.
  2. Common shortcomings of Aptify software.
  3. Our top pick for associations looking for an alternative.

Ready to get your facts straight? Let’s jump into it!

Read Double the Donation's Aptify software review.

Aptify Review

Founded in 1993, Aptify is one of the more established legacy AMS options on the market.

The solution’s main selling point is its flexibility. The way the software works is pretty simple, in theory: the entire system is built upon the Aptify Rad platform, which never changes. This platform allows your association to store and search member data, create reports, and sell merchandise online.

From there, associations can add on a total of 21 applications, including:

  • CRM
  • Accounting
  • Committees
  • Events
  • Subscriptions
  • eCommerce
  • Fundraising

Another key feature of the Aptify AMS is its permissions. Data housed in the system is available to all administrative users, for them to create reports and use to make informed decisions from as they wish.

As you can see, Aptify provides an immensely powerful software solution! But it’s a double-edged sword.

As is often the case with such wide-ranging legacy programs, Aptify’s extensive library of complex features can lead to some significant drawbacks for users. Keep reading to see if your organization or association would run into common problems that Aptify users face!

Read the shortcomings of Aptify software reviewed.

Shortcomings of Aptify Reviewed

Overwhelmingly, Aptify users discover that while they want to take advantage of the software’s flexibility, they aren’t able to. That’s because it’s difficult to navigate the software platform without extensive IT knowledge, which many nonprofit and association administrative teams don’t have.

This difficulty extends beyond the modules that come with the Aptify AMS platform. If you encounter a need that these pre-built modules can’t meet, you’ll need to consider third-party applications.

Aptify has launched a beta version of the Aptify Marketplace, where the team has put some of their point solutions up for download. Since it’s a beta platform, not all the kinks have been worked out, including kinks in the installation process. As such, your team will still need extensive technical expertise with SQL to install these extensions on your own.

Not sure you have the capabilities to customize the Aptify platform yourself in-house or the resources to outsource this complex process? Why not consider a solution that promises no coding necessary for out-of-the-box features or third-party extensions?

The top Aptify alternative is Fonteva.

Top Aptify Alternative: Fonteva

For ease of use and ease of customization, the top association management software solution on the market is Fonteva.

Fonteva is true-cloud association management software built entirely native in Salesforce, the word’s most popular, innovative, and secure cloud CRM. That means you can reach your member data anywhere, any time.

The software is highly user-friendly, with drag-and-drop reporting and configurations making it easy to customize the platform to your association’s needs through simple configuration — no knowledge of coding needed! 

Even if you discover that you need to meet a specific need with a third-party application, you don’t have to worry about messy coding and troubleshooting just to make the integration happen. Fonteva is built native in Salesforce, so any of the thousands of apps on the Salesforce AppExchange will integrate as easily as any other.

Still worried you might not be able to customize the platform exactly to your needs? Don’t worry! When you implement Fonteva, you can rest assured you have world-class support in your corner, including:

  • Online documentation, including free online training videos.
  • Onsite training and classroom training to fit your schedule.
  • Fonteva’s full in-house, on-call customer support team.
  • The online Fonteva Users Network success community (see screenshot below!).
  • Salesforce documentation, user support forums, and customer support.

Fonteva for Associations offers many channels of support that Aptify doesn't.

These resources give your association the support and confidence to get exactly what you need out of your association management software solution.


Every association’s needs will be different, so it’s worth taking the time to find the perfect solution for your association, organization, or nonprofit. The most popular solution isn’t always the best for everyone!

Thinking about other association management software vendors before making a purchasing decision? Check out these additional resources before going too much further:

Improve your fundraising plan with these 6 tips.

6 Simple Fundraising Plan Tips [With Free Templates!]

Your nonprofit’s fundraising plan is the backbone of your success as an organization.

Without a solid fundraising plan in place, there would be nothing to guide your fundraising efforts and no way to tell if your nonprofit is on track to meet your goals.

Before implementing any change in fundraising strategy, you need to have an official fundraising plan in place. To get you started, here are 6 simple tips to consider:

  1. Gain fundraising plan input from key stakeholders.
  2. Develop goals (and challenges)!
  3. Set a fundraising plan timeline.
  4. Determine your fundraising methods.
  5. Build corporate partnerships into your fundraising plan.
  6. Tailor your case for support.

Bonus! Once your fundraising plan is in place, you should periodically assess your strategy. Check out Double the Donation’s ultimate fundraising strategy assessment to stay ahead of the curve!

Ready to get started on your fundraising plan? Let us break these tips down into a bit more detail.

You can improve your fundraising plan by gaining input from key stakeholders.

1. Gain fundraising plan input from key stakeholders.

Stakeholders are an important part of your nonprofit’s team. Not only do they help fund your organization’s philanthropy, but they typically have final say over big-picture fundraising decisions.

Since a fundraising plan outlines a nonprofit’s key activities, it is important to get support from these board members and other key stakeholders.

There are a couple of ways you can gain input from your stakeholders:

  • Experiential input. You can ask stakeholders directly about what fundraising strategies have worked well for your nonprofit in the past. Inquire about past fundraising activities, strengths and weaknesses. Take their feedback into consideration and be sure to demonstrate to them how you address their input.
  • Consultant interviews. You might find it helpful to bring in a fundraising consultant. They can conduct stakeholder interviews to determine what is most important to your board and how to get everyone on the same page when designing your fundraising plan.

Remember: Your nonprofit’s board members are just as passionate about your organization’s mission as you are. Do not think of their approval as a bureaucratic hurdle to overcome, but rather an important step towards improving your fundraising plan.

You can improve your fundraising plan by developing goals and challenges.

2. Develop goals (and challenges)!

When designing your fundraising plan, your final product should reflect your nonprofit’s primary goals above all else.

It is easy to fall into the trap of vaguely fundraising without an endpoint in sight, but to stay on track your nonprofit needs to actively work toward a defined set of central goals.

Before designing your fundraising plan, your nonprofit needs to sit down and agree upon what goals to prioritize across all levels of your organization. Your goals should be:

  • Specific, actionable, and measurable. Do not just decide to increase fundraising revenue, or plan to retain more donors. Set numeric benchmarks and timelines, and decide how you will tackle these goals.
  • Evaluated against metrics. You cannot accurately assess your progress towards achieving a goal without having metrics in place to track your success. Diligently monitor consistent metrics so you can see how well you are improving and when you need to make changes to your fundraising plan.

(Bonus tip! Be sure to collect valuable data when carrying out your fundraising plan to help evaluate these metrics and shape your future fundraising plans. Check out Fundly’s guide to nonprofit CRMs for an idea of how your nonprofit can maximize the power of your donor database to improve your fundraising strategy.)

Additionally, one way to help your nonprofit stay on track is to identify upfront what potential challenges or obstacles you will face in the process of achieving your goals.

Some obstacles you might encounter could be:

  • Seasonal fundraising dry spells
  • Low donor retention
  • Failure to obtain major gifts
  • Poor fundraising event attendance
  • Inadequate online engagement

For example, an animal shelter that wants to increase donor retention by X% over the summer months might identify the challenge of supporters being less engaged during this season since they may be traveling or caring for children on summer vacation. To reach their goal, they’ll need to recognize this challenge and develop strategies to overcome it.

Remember: Use your nonprofit’s history to guide you in identifying roadblocks and deciding on goals. Every nonprofit has its unique strengths and weaknesses and when designing a fundraising plan, it is important to know going in what is reasonable to expect from your organization.

You can improve your fundraising plan by setting a fundraising plan timeline.

3. Set a fundraising plan timeline.

Staying on top of your goals also means staying on top of your fundraising plan’s timeline.

Fundraising plans typically plot out a 3-5 year timeline for your nonprofit, with the first year being very detailed and the following years becoming less defined.

Your fundraising plan’s timeline should be developed into an annual fundraising calendar that details the year’s worth of activities for your organization.

Set a fundraising plan timeline.

When developing your timeline, keep a few things in mind:

  • Milestones. Structure your timeline around a set of core milestones. These will both guide your progress and help you regularly assess your fundraising strategy.
  • Accountability. Your timeline (and subsequently, your fundraising calendar) should clearly identify what departments are responsible for individual fundraising activities. This will help keep the different arms of your nonprofit on track and help your departments prioritize tasks throughout the year.
  • Accessibility. Your timeline and calendar should be easily accessible to all members of your team, regardless of their department or role. Every team member should be aware of what other departments are up to; this way, they will have a better sense of the big picture of your organization and how your core fundraising goals are being achieved.

Not sure where to start when designing your fundraising plan timeline? Consider enlisting the help of a fundraising consulting firm. If you need a recommendation, DonorSearch has got you covered with their list of the top 11 fundraising consulting firms in the field!

Remember: During the design process, your fundraising timeline should be as specific as possible and you should hold yourself to the timeline as much as you can. However, if you find you are not progressing as quickly as you had planned, identify the roadblock and always give yourself room to edit the timeline if necessary.

You can improve your fundraising plan by determining your fundraising methods.

4. Determine your fundraising methods.

A common thread among these tips has been specificity and when plotting out your fundraising plan, it is doubly important to specifically determine your fundraising methods.

It is not sufficient to simply say you will raise $XXX by such-and-such date. You need to plan out how you will raise that money and from whom you will solicit donations.

Fundraising is not a one size fits all process, and you should curate your fundraising methods with your prospects in mind. For example, consider these fundraising methods and how they serve prospects:

  • Online donation pages. If your donors cannot all come to you, meet them where they are. Online donation is simply convenient; for nonprofits interested in prospects in varying geographical locations, utilizing optimized online donation tools is a must.
  • P2P fundraising. For nonprofits seeking to grow their network of donors, P2P fundraising is a great way to engage constituents online and leverage the power of their social network to help your organization reach a broader audience.
  • Text-to-give. Mobile giving is a fundraising style that has been growing in popularity over the last several years. Like online donation pages, text-to-give fundraising makes it convenient for donors to give. Additionally, because donors are not tied to a desktop, they may consider donating more frequently.
  • Fundraising events. A strategic fundraising event help you engage donors and bring in major donations, too! Just make sure you plan out your fundraiser well in advance so you have plenty of time to consider important elements, such as the type of event, when and where to host it, and what technology you’ll need to pull it off.

Remember: You should consult your nonprofit’s existing data when determining which prospects to pursue and which fundraising methods best serve your prospect pool. Consider past data and metrics when determining fundraising methods, as well as what has worked for other nonprofits of a similar donor makeup and mission as yours.

You can improve your fundraising plan by building corporate partnerships into your fundraising plan.

5. Build corporate partnerships into your fundraising plan.

Corporate partnerships can be important sources of revenue and support for nonprofits.

When designing your fundraising plan, develop a strategy that will help you achieve corporate partnership so that you do not bypass such a valuable asset.

If you already are partnered with a corporation, consider these ways to leverage that relationship during the fundraising plan design process:

  • Event sponsorship. Your corporate partner could agree to sponsor a fundraising event for your nonprofit. With their name and notoriety attached, prospects may be more inclined to participate in your fundraiser.
  • Challenge grants. Your corporate partner might be amenable to offering your nonprofit a challenge grant. With a challenge grant, your organization and your partner agree upon a specific fundraising goal. If the goal is met, they might match the amount of funding raised or commit to donating an agreed-upon sum.
  • Matching gifts. One of the simplest ways to incorporate corporate philanthropy into your fundraising strategy is to seek out a matching gift tool. In a matching gifts program, a corporation agrees to match the donations of their employees either to a certain percentage of the donation or to a consistent maximum value. With a tool like this one offered by Double the Donation, donors can quickly determine whether their donation might be matched by their employer.

Take a look at DTD’s matching gift tool in action! The donor simply types the name of their company into the tool, and then DTD searches their database to see if they are matching gift-eligible.

Partnering with a corporation for a matching gifts program is an effective way to boost fundraising efforts.

Remember: Every nonprofit has unique needs and that extends to any relationship you have with corporate sponsors. You do not have to go after a partnership with a multi-million dollar company if that does not suit the scope of your organization. Partnering with small local businesses can get the job done, especially for regionally-focused nonprofits.

You can improve your fundraising plan by tailoring your case for support.

6. Tailor your case for support.

Your case for support underpins the success of your nonprofit, but it is often taken for granted when designing fundraising strategy.

Organizations and hospitals often create cases for support when they launch a capital campaign. These documents outline every detail of the campaign from how the funds will be used to the ways supporters can contribute.

Moreover, the case for support acts as an effective promotional tool to help educate potential donors on the importance of your cause. The content in your case for support can easily be posted on your website or published in a brochure.

While they’re common practice for capital campaigns, organizations should create a case for support as a part of any fundraising strategy.

Donors will not give to your organization unless you have a compelling case for support, so you need to take the time to thoughtfully develop your case.

Your case for support should answer these important questions:

  • What is our mission?
  • Why should donors give to this cause?
  • Why should they give to our organization in particular?
  • How much should donors give?
  • What specifically will our nonprofit do to achieve our mission?

At all levels of engagement, your nonprofit should actively communicate with donors the ways that your fundraising strategy addresses your case for support. The more compelling your case, the more likely it is that donors will give to your organization.

Remember: Your case for support should govern your fundraising strategy. Just as you should choose fundraising methods that target your prospects, you should similarly design your fundraising plan with your case for support as a foundation.


Your fundraising plan is the single most important tool in your arsenal when enacting a new fundraising strategy. Get closer to achieving your nonprofit’s fundraising goals by designing a detailed fundraising plan today!

Additional Resources

  • Conduct a Fundraising Feasibility Study: 6 Steps to Success. Capital campaigns can help your nonprofit reach larger goals as part of an effective fundraising plan. But first, you need to conduct a capital campaign feasibility study before your campaign can begin. With our step-by-step guide, your feasibility study is sure to give you the information you need to succeed!
  • Top 5 GoFundMe Alternatives. After developing a fundraising plan, your nonprofit may decide to pursue crowdfunding as a way to meet your fundraising goals. You might initially consider GoFundMe as a crowdfunding host, but don’t make your choice so quickly. There are many other crowdfunding sites just like GoFundMe (but better)! Check out our guide for some awesome alternatives.
  • 14 Charity Auction Tools. Similarly, your nonprofit might choose to hold a charity auction as a fundraising event. Not only are auctions great ways to raise funding, but they’re also useful events to strengthen your donor relations. Be sure to consult our guide to the 14 best charity auction tools that are perfect for nonprofits of any size!