Donsplus and Double the Donation Partner to Close the Gap of Unclaimed Matching Gifts

We’re excited to announce that Double the Donation and Donsplus have teamed up to provide nonprofits with matching gift marketing automation powered by 360MatchPro. The new integration allows nonprofit organizations to activate in a matter of minutes and start capturing more eligible matches from the second they turn it on. 

“As the goal of Donsplus is to double the online revenue of our customers, we wanted to partner with the best matching gifts solution available to provide clients with more value from every donor relationship,” said Yechiel Glantz, Founder and CEO at Donsplus. “360MatchPro was the clear choice for an integrated solution.”

Now, as a part of the seamless Donsplus donation experience, donors can easily take next steps to double their contribution and close the gap of $4-7 billion of unclaimed matching gift revenue each year. 

“Even in 2022, there’s a huge population of the workforce unaware of the opportunities they have to double or even triple their donation amount without increasing their original donation,” said Adam Weinger, President at Double the Donation. “Partnerships like Donsplus and Double the Donation aim to remove the barriers keeping donors from getting their gifts matched by their employer.” 

Double the Donation and Donsplus are proud to respond to client interest in an integrated matching gifts experience for their donors with advanced 360MatchPro functionality. 

Activate in Seconds and Start Raising More from Matching Gifts!

Organizations can get started with matching gifts automation on their Donsplus widget in a matter of minutes, with no IT experience or custom development work required. With a simple API key entry process, Donsplus verifies organizations’ 360MatchPro account and adds the matching gift plugin directly to the Donsplus widget. No extra steps required!

Activate in seconds by entering your 360MatchPro API keys.

Activate in seconds by entering your 360MatchPro API keys.

For donors, the experience is just as seamless. When a donor makes a contribution on Donsplus, the confirmation page will show the 360MatchPro matching gift plugin, encouraging donors to enter their company name to discover if they are eligible for a matching gift. 

Once their company is confirmed, donors can see details about their employer’s matching gift policies and take their next steps to getting their gift matched with a direct link. 

Donors can take their next steps to get their gift matched directly on the confirmation page.

Donors can take their next steps to get their gift matched directly on the confirmation page.

For a single donor, this may mean turning a $25 donation into a $50 contribution, and the match potential only increases from there. Considering over 26 million individuals work for companies with matching gift programs, the potential impact of matching gifts on an organization’s fundraising revenue is astounding!

Drive More Matching Gifts to Completion with 360MatchPro!

360MatchPro allows nonprofits to take more control over raising more from matching gifts. Now, Donsplus users can take that advanced functionality to the next level with an integrated matching gifts experience. 

Some additional features organizations can expect to leverage:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

This image lists the features of 360MatchPro alongside an increasing graph to represent growing revenue.

Ready to start raising more with matching gifts? Schedule a personalized demo today. 


About Donsplus: Donsplus is a powerful fundraising widget that doubles website donations by delivering the most engaging, interactive donation experience donors have ever had. Check it out at https://donsplus.com.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro 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.

Learn more about Double the Donation's year in review.

Double the Donation’s Year in Review: 2021

Get started with Double the Donation by the end of 2021.

If you’ve been following along for some time now, you’ll know that 2021 was a big year for us over at Double the Donation. We partnered with fantastic fundraising solutions to provide thousands of mission-driven organizations with our constantly improving tools, working alongside nonprofits as they make their impact on the world.

Over time, we are continuing to develop our company, refine our products, and expand our network of social good. Let’s walk through a recap of what the past year has brought to our team!

Product Updates & Enhancements

We’ve made a lot of significant changes to the Double the Donation platform in the last year in order to provide increased functionality and streamline matching gift processes. These are some of our most impactful advancements:

  • Focusing on 360MatchPro: We’ve phased out Double the Donation’s Legacy Plan (formerly “Premium Plan”) in order to focus exclusively on our more effective, comprehensive automation solution, 360MatchPro. Now, all organizations can make the most of their matching gift potential using first-in-class 360MatchPro matching gift automation!
  • Launching multi-channel outreach: Thanks to a Twilio integration, we’ve rolled out multi-channel donor outreach⁠! This means fundraisers can communicate via automated SMS in addition to existing email functionality, reaching donors through multiple channels and providing opportunities for additional touchpoints.
  • Publishing real-time matching gift analytics: Our real-time matching gift dashboard (available online here) provides viewers with continuously updating information on our database development. This includes total company records, number and percentage of match-eligible donor coverage, form availability, and more!
  • Adding an end-of-year email stream: The end of the year can be one of the most crucial times for nonprofit fundraisers, and our new end-of-year email streams can help make the most of matching gifts. Our new customizable pre-written email templates allow you to retroactively follow up with match-eligible donors who had given previously in the year in order to boost year-end revenue.

Here are a few of our product updates over the past year.

For information on even more Double the Donation updates and enhancements, check out our product release notes. We’re always working to provide the best solution possible for our clients!

Double the Donation set up more than 620 new accounts in 2021.Expanding Client Base

The Double the Donation client network continues to grow as well! In 2021, more than 620 new accounts were set up, allowing a range of mission-driven and charitable organizations to begin maximizing employer matching gifts.

That is in addition to the 8,500+ nonprofits already using the platform, which includes all sorts of schools and universities, arts and culture organizations, health and human services groups, and tons of other 501(c)(3) organizations.

Here’s what a few of our newest clients have to say:

CityTeam logoCityTeam: “Talk about seamless integration! The set-up for connecting DTD with our CRM system AND our email platform literally happened in just a few clicks. We appreciate the prompt replies from every DTD team member. The interface is easy to use, and we began seeing the ROI in the first go-live minutes.”

– Tamara Wheeler, Vice President of Marketing & Development

Food Bank for New York City logoFood Bank For New York City: “Double the Donation is such a helpful tool to ensure we are presenting the most current matching gift opportunities to our donors both during and after the online giving experience. The platform automates so many processes we would otherwise conduct manually.”

– David Jones, Vice President for Fundraising Operations

Heifer International logoHeifer International: “Our integration with Double the Donation was so easy, and we love having a dashboard at our fingertips. This allows us to follow up with donors and ensure that their matching gifts are applied properly.”

– Bert Kimrey, Director of Community Marketing

The Salvation Army logoThe Salvation Army of the United States (Nationals): “Not only does Double the Donation make it easy for Salvation Army donors to submit their matching gifts, but their tools were easy for our team to implement and use. We have been very impressed since making the switch.”

– Dale Bannon, National Community Relations and Development Secretary

And that hardly scratches the surface of the new accounts we’ve set up in the past year! Organizations like Vanderbilt University, the University of Notre Dame, UNICEF USA, and more are continuing to expand their matching gift strategies with our tools as well.

New Partnerships & Integrations

Last year alone, Double the Donation launched more than 22 new software integrations with innovative and leading fundraising solutions. These new partners continue to build on our growing partner network, providing a seamless matching gift experience for thousands of users.

Double the Donation has integrated with more than 22 new software partners.

Double the Donation continues to expand its partner network.

Thanks to partnerships like these, our matching gift software integrates perfectly with all sorts of online donation tools, peer-to-peer fundraising platforms, nonprofit CRMs, and more.

To find out whether your favorite fundraising platform(s) integrates with Double the Donation, explore our Knowledge Base and search for the provider in question! Or, check out a complete list of our 70+ integration partners here!

Overall Matching Gift Fundraising Success

The Double the Donation database has assisted users with collecting more than $156.1 million in matching gift revenue.We love seeing our software helping nonprofits collect more in individual donations and corporate funding. Their successes are our successes⁠—and last year, we’d certainly call it a success!

In 2021 alone, charitable organizations raised more than $156.1 million in matching gift revenue using Double the Donation’s tools. Additionally, our clients boast a 54% open rate for matching gift emails, more than 2.7 times higher than the average nonprofit rate of 20%.

Not only is our solution putting more dollars toward your cause, but it’s also improving supporter relations with increased engagement opportunities and magnified donor impact. That’s what we consider a win-win.

Matching Gift Database Development

At Double the Donation, we pride ourselves on having the most comprehensive and up-to-date matching gift database solution. In order to stay on top, it’s important that our industry-leading solution continues to grow.

As of December 2021, the Double the Donation database contains the following information:

  • 24,231+ total company records
  • 26,803,317+ employees represented
  • 99.68% coverage of match-eligible donors
  • 80.96% matching gift form availability

The Double the Donation database continues to grow and become a more comprehensive resource for nonprofits.

These metrics are currently at their all-time highs, and they’re only going up from here!

The extent of our matching gift coverage directly impacts the results that our nonprofit clients see. As such, we’ve made it a priority to ensure we are continuously adding new companies and subsidiaries, providing available online match request forms, and updating information where necessary.

Double the Donation Company Growth

Double the Donation has added 8 new team members in the past year.

As our product continues to grow, so does the company behind it. In 2021, the Double the Donation staff has expanded to include nine new team members in sales, partnerships, client onboarding, and marketing roles.

Plus, we’re also working to develop our client success teams by bringing on additional customer support staff. This allows us to better cater to the organizations that use our tools and meet their needs in the most effective ways possible⁠—which is always the goal!


As you can see, it was quite the year over here. We’re so grateful for the clients, partners, and donors who worked with us to make 2021 our year. We certainly could not have done it without you.

Here’s to seeing what 2022 will bring!

Get started with Double the Donation by the end of 2021.

Learn more about end-of-year fundraising and matching gifts in this guide.

End-of-Year Fundraising & Matching Gifts: It’s Not Too Late!

Boost your end-of-year fundraising and matching gifts with Double the Donation!

Year-end giving is officially upon us—but luckily, it’s not too late to get started with matching gift tools and strategies before the ball drops on New Year’s Eve.

As you likely know, the end-of-year fundraising season is a critical time for nonprofits of all shapes and sizes. What better way to maximize such an impactful opportunity than with matching gifts?

Our studies show that an estimated $4 to $7 billion in available matching gift funding goes unclaimed each year, essentially leaving tons of corporate donations on the table. And the #1 reason for this significant gap is a lack of awareness of such programs!

This holiday fundraising season, set your organization up to make the most of these giving programs by increasing donor awareness—and we’re here to help! Let’s discuss this particularly relevant topic and its importance for any fundraising organization, with these key points:

⁠Ready to dive deeper into fundraising research and learn more about matching gift software, strategic donor appeals, retroactive outreach, and automated email streams? Let’s get started!

The Correlation Between Matching Gifts and Year-End Giving

End-of-year fundraising and matching gifts are each vital components of a successful nonprofit strategy. Not to mention, the two complement each other very nicely⁠. More donations flowing during the holiday season means more potential for matches, and promoting matching gift opportunities to donors leads to more and bigger donations in the first place!

Let’s take a closer look at some statistics that help illustrate the power of both year-end fundraising and matching gifts.

Here's why you should prioritize end-of-year fundraising and matching gifts.

End-of-Year Fundraising By The Numbers

  • 30% of annual giving happens in December.
  • 10% of all annual donations come in the last three days of the year.
  • 50% of nonprofits receive a majority of their annual funding through year-end giving.
  • An average of $48 billion is donated to nonprofits in the holiday giving season each year.
  • 1/3 of nonprofits incorporate two or more “touches” in their end-of-year appeals.

Sources: Double the Donation and Nonprofit Hub

Matching Gifts By The Numbers

  • Over 26 million individuals work for companies with matching gift programs.
  • 84% of survey participants say they’re more likely to donate if a match is offered.
  • 1 in 3 donors indicated they’d give a larger gift if a match is applied, resulting in a 51% increase in average gift size.
  • Mentioning matching gifts in fundraising appeals results in a 71% increase in response rate.
  • Leveraging a matching gift automation tool can double or triple an organization’s matching gift revenue.

Sources: Double the Donation and 360MatchPro

Graph showing the correlation between end-of-year fundraising and matching gifts.What It Means for End-of-Year Fundraising and Matching Gifts

Matching gifts and end-of-year giving strategies go hand-in-hand for effective fundraisers.

Since a large percentage of an organization’s total revenue typically comes from year-end giving, it makes sense that you’d want to double those gifts. And because matching gift promotions often result in a significant increase in both the number and size of donations, it’s a great way to make your appeals stand out and keep your organization at the forefront of donors’ minds for longer!

4 Tips to Get Started With Impactful EOY Gift-Matching in 2021

Now that you understand the importance of matching gifts and their relevance during the holiday fundraising season, what actionable next steps can you take to get started? These four tips should help!

1. Set up matching gift software ASAP.

You might worry that it’s too late to get started with any new software this year⁠—but that’s simply not true. In fact, the end of the year is typically the time you rely on fundraising software the most. You already have a lot on your to-do list, and equipping your fundraising team with the best tools also provides you with the biggest impact for the lowest effort.

Luckily, implementing matching gift software can be quick, easy, and massively effective! Check out this case study from a nonprofit that was set up for matching gifts in mere hours:

The Metropolitan YMCA of the Oranges was able to be fully onboarded with Double the Donation’s tools within 12 hours of buying⁠—all in time for an evening fundraising event on the same day! During this period, Metro YMCA of the Oranges integrated our matching gift tool with their online donation forms, configured automated matching gift follow-ups, and embedded the company search database in their website.This YMCA got set up with matching gifts in less than a day, which means it's not too late for your end-of-year and matching gift efforts.

In the following ten months, they’ve identified more than $32,000 in match-eligible donations and maintained a 61% matching gift email open rate and a 9% click-through rate (each more than 3x higher than the average nonprofit).

The moral of this story? Tight turnaround times for software implementation are entirely possible when you need to get up and running quickly⁠—like when the end of the year is quickly approaching. However, it is a priority that you’ll want to dive into matching gifts as soon as possible to make the most of your tools as year-end giving ramps up.

2. Highlight matching gift opportunities in end-of-year appeals.

You might have already drafted your 2021 year-end fundraising appeals, or you might be working on them right about now. Either way, consider adding a section about matching gifts!

As the statistics above illustrate, nonprofit supporters tend to be more likely to give (and to give in larger amounts) when they know there’s a match being offered. Donors love having the opportunity to see their gifts stretch significantly further, making a larger impact on a cause they care about.

Picture this:

Jeff is an avid supporter of your organization, but it’s the end of the year, and he’s tight on funds. He was considering skipping his year-end donation this year (thinking, “what good could my $50 really do, anyway?”) when he was informed that his employer, Coca-Cola, would match his gift at a 2:1 rate.

All of a sudden, he realized his initial gift could be worth $150⁠ (which seems a lot more significant to Jeff⁠), and he made his donation. That’s $150 you likely wouldn’t have collected if not for matching gifts⁠—and there are a lot of “Jeff’s” in the world, too!

The way you market matching gift opportunities to supporters can be simple. Incorporate a reminder about matching gift programs in your social media, email, text, and other appeals, and across your nonprofit website as well. Consider saying something like this: “Make your year-end donation go further this year with company gift-matching. See if you’re eligible here.”

Matching gifts can be exactly what you need to coax on-the-fence supporters into becoming end-of-year donors for your cause, and it often starts directly within the donation request itself!

3. Reach out to match-eligible donors retroactively.

When you incorporate matching gift outreach into your end-of-year strategy, it doesn’t have to be solely focused on new donations, either. Many gifts made throughout the year may still be eligible for a match!

Each business that offers a matching gift program chooses its own match request criteria and submission guidelines. While it varies from company to company, many employers grant employee matches through the end of the calendar year in which the initial gift was made. So for a good deal of your match-eligible donors, their request window might be closing quickly.

That makes the end of the year a perfect opportunity to reach back out to these individuals, remind them about matching gifts, and encourage them to complete the request process with their employer. This is a fantastic way to boost year-end revenue from existing donors without requiring them to reach back into their own wallets.

4. Leverage automated end-of-year email streams.

Another significant roadblock to matching gift success lies with nonprofit fundraising staff who feel they don’t have time to manage and promote the process. Luckily, that’s where matching gift automation comes in!

Here's an example of automated outreach for end-of-year fundraising and matching gifts.Automated email streams enable nonprofits to configure a number of customizable messages (such as one for match-eligible donors, one for likely ineligible donors, and one for donors with unknown eligibility) that are triggered when an individual gives to your organization. This ensures that every donor receives matching gift outreach in a timely manner and that no donation falls through the cracks, even when your team is juggling 100 different end-of-year tasks.

These email streams can either take place directly following a donation (typically within 24 hours of the initial gift) or retroactively, as detailed above. Both are excellent ways to encourage donors to participate in their matching gift programs and drive additional revenue for your cause.

Regardless, you’ll want to provide the donor with as much employer-specific information as is available, including donation minimums and maximums, match ratios, submission deadlines, and direct links to their company’s online request forms. And your automation system can gather all of that data so that you don’t have to!


It’s not too late to launch matching gift strategies this year-end fundraising season, but it is time to get started now. The longer you wait, the more potential matches you’re missing out on.

Incorporate these practices and invest in powerful, innovative tools to make the most of corporate gift-matching in the remainder of 2021. As an added bonus, you’ll be all set to get your 2022 gifts matched, as well.

Good luck, and happy fundraising!

Boost your end-of-year fundraising and matching gifts with Double the Donation!

Double the Donation and Blackbaud Enhance Integration

Double the Donation and Blackbaud Enhance Matching Gift Integration with Raiser’s Edge NXT and 360MatchPro

Double the Donation and Blackbaud are thrilled to debut their recent integration enhancements. This duo has teamed up to bring even greater matching gift functionality to their existing integration.

As a Premier ISV Partner in the Blackbaud ecosystem, Double the Donation offered a robust CRM integration, designed to automate matching gift outreach to donors post-contribution. This new integration update now functions specifically with RE NXT donation forms, allowing donors to identify themselves as match-eligible during the donation process – leading to greater donor reporting along with more tailored, personalized messaging and next steps.

“360MatchPro has proven to provide tremendous value in helping RE NXT customers take full advantage of matching gift opportunities,” said Ben Wong, Senior Principal Technical Product Manager. “This latest enhancement presents the matching gift opportunity directly to donors, which will help raise matching gift revenue as well as foster donor engagement and improve data reporting, and it’s delivered in a simple package that I know customers will love.”

This integration enhancement provides an additional touchpoint to donors when they’re most engaged: during the donation process. As the donor navigates through their typical giving flow, 360MatchPro will work to identify matching gift opportunities and drive matching gift requests to completion.

“Many donors have trouble navigating the matching gift process, leaving nonprofits responsible for donor follow ups and outreach efforts,” said Adam Weinger, President of Double the Donation. “Our enhanced RE NXT integration allows nonprofits to transfer that responsibility to an automated solution so that they can increase their matching gifts while focusing their energy and effort on top priority tasks within their organization.”

360MatchPro works seamlessly with RE NXT, providing fundraisers with leading matching gift automation across nonprofit and educational industries. Using this enhanced integration, users can expect simple matching gift solutions to drive fundraising success.

360MatchPro - Activate in seconds and start raising more from matching gifts!

Activate in Seconds and Start Raising More from Matching Gifts!

The 360MatchPro and RE NXT donation form integration has a simple set up process so that you can drive matching gift revenue in no time. Simply connect your RE NXT and 360MatchPro accounts using the process outlined in our integration guide. Then, you can drag and drop the 360MatchPro search tool directly onto your RE NXT donation forms.

drag 360MatchPro onto your re nxt forms

Once you place the matching gift search bar on your form, then you’re all set! Donors will now be able to identify themselves as match-eligible during the donation flow and receive matching gift follow ups directly on the confirmation screen.

This process can help your organization harness the $4-7 billion in matching gift revenue that goes unclaimed each year.

360MatchPro-Drive-more-matching-gift-requests-to-completion-with-360MatchPro

Drive More Matching Gifts to Completion with 360MatchPro!

360MatchPro ensures your matching gift opportunities don’t fall through the cracks.

Take advantage of this solution to:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

 

This image explains the 360MatchPro features listed above alongside an increasing graph to represent increasing donations.

Ready to drive matching gifts for your next fundraising effort? Schedule a personalized demo to learn how matching gifts can fund your mission.


About Blackbaud: The Blackbaud Partner Network is a group of leading technology and services firms providing the social good community with the solutions, applications, and strategies they need to make a difference in their local communities and worldwide. To learn more about Blackbaud’s Technology Partner program, visit: http://www.blackbaud.com/partners

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro 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://360matchpro.com/demo-request/

PatronManager and Double the Donation Announce Matching Gifts Integration

PatronManager – Patron Technology’s powerful ticketing and CRM solution – and Double the Donation are proud to launch a matching gift integration between PatronManager donation forms and 360MatchPro, the leading matching gifts automation provider by Double the Donation. The new integration allows nonprofit organizations to identify more matching gift opportunities during the donation process and drive more matching gifts to completion. 

“Matching gifts are a key element of the fundraising strategy for many PatronManager clients, so we’re thrilled to collaborate with Double the Donation,” says Jen Leavitt, VP of Product at Patron Technology. “With this partnership, our clients will be able to drive more revenue, learn more about their patrons than ever before, and strengthen the 360-degree view of their data that is essential to building fruitful donor relationships.”

Now, donors are able to discover their match eligibility, develop an understanding of their employers’ programs, and pursue their match directly following their donation submission. With this powerful partnership, Double the Donation and PatronManager can help nonprofit organizations start raising more from matching gifts as soon as they activate the integration. 

“When it comes to matching gifts, there are two key elements that spell success for nonprofits looking to raise more: effective education and seamless processes,” says Adam Weinger, President at Double the Donation. “Our new partnership with PatronManager creates that educational space and that immediate call to action for donors, all easily included within the donation experience.”

Client organizations of PatronManager and Double the Donation can now look forward to claiming some of the $4-7 billion left on the table in matching gift funds each year.

Activate in Seconds and Start Raising More from Matching Gifts!

The PatronManager and Double the Donation teams have worked together to develop a solution that takes no complicated IT work for an organization to get started. Organizations can enter their API key from 360MatchPro into their PatronManager account, place Double the Donation’s search tool on their donation forms, and save! 

Once this process is complete, organizations begin the process of capturing match eligible transactions and guiding donors to their matching gift request forms! Seamlessly included in the donation process, the 360MatchPro autocomplete search tool and confirmation page plugin encourage donors to submit their matching gift requests immediately after they give their initial gift. 

360MatchPro collects this data and transforms it into actionable insights for organizations to keep donor information streamlined and consolidated, resulting in a wealth of useful corporate philanthropy-related data for fundraising teams.

Drive More Matching Gifts to Completion with 360MatchPro!

PatronManager is designed to grow and flourish alongside nonprofits as they evolve. Double the Donation is proud to become a part of that story of growth and enriched experience by providing PatronManager users with the most advanced matching gift automation tool in the space. 

Check out some key features below: 

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors to their matching gift forms immediately after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

Ready to get started with your own matching gift journey? Schedule a private demo with the Double the Donation team today, and make sure to mention you use PatronManager!


About PatronManager: PatronManager, a product of Patron Technology, is a powerful arts and cultural organization ticketing solution built entirely on Salesforce. Its powerful CRM helps arts organizers sell more tickets, raise more money, and cultivate stronger bonds with their audience. For more information, please visit patronmanager.com.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro 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 about Double the Donation, visit https://doublethedonation.com and request a demo at https://360matchpro.com/demo-request/

DonorDock and Double the Donation Announce Matching Gifts Integration with 360MatchPro

The Double the Donation and DonorDock teams are excited to announce a new integration between DonorDock online donation forms and 360MatchPro by Double the Donation. Nonprofit organizations can now use the two solutions together to raise more from matching gifts by incorporating valuable company information and outreach to donors during the giving process. 

“Our team is proud to unveil a partnership that allows our nonprofit clients to drive more value with every donor interaction,” says Matt Bitzegaio, Founder at DonorDock. “We hope that with this new integration, organizations will be able to start receiving more and more of the money left unclaimed each year in matching gifts.”

With $4-7 billion left on the table in matching gift revenue every year, the potential value for nonprofits leveraging automation is huge – and 360MatchPro can help orgs reach that potential with easy autocomplete company search, clear and easy-to-use CTAs for donors, and automated follow up email streams to capture as many match eligible donations as possible. 

“The Double the Donation team has identified lack of donor awareness as the number one barrier for nonprofit organizations receiving what they should each year in matching gift revenue,” says Adam Weinger, President at Double the Donation. “Our new integration with DonorDock is designed to close that awareness gap directly from the point of initial donation onward.”

Activate in Seconds and Start Raising More from Matching Gifts!

So how do nonprofit organizations get started using the DonorDock and 360MatchPro integration? The process is simple: organizations can enter their API keys retrieved from their 360MatchPro account into their DonorDock account to get started. Once the keys are verified, the integration is live and active on DonorDock forms. 

Here is where 360MatchPro can go to work. The advanced matching gift tool will start requesting employer information from donors as those donors give on a DonorDock form. When a donor selects their company name or uses a corporate email address, they’ll be prompted to take the next steps toward their gift match directly on the confirmation page. 

With the new integration, nonprofits can collect employer information, encourage donors to educate themselves about their own company’s corporate philanthropy programs, and take the necessary steps to double their impact!

Drive More Matching Gifts to Completion with 360MatchPro!

Double the Donation and DonorDock have partnered so nonprofits can take everything they love about their easy-to-use fundraising platform and boost their revenue with powerful matching gift automation software. 

Some additional features organizations can expect to leverage:

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

Ready to start raising more with matching gifts? Schedule a personalized demo today. 


About DonorDock: DonorDock believes that software should make your life easier, not more frustrating. DonorDock makes it easier for nonprofits to track and grow their contacts, fundraising and marketing. DonorDock manages contacts, donors, emails, donations, memberships, volunteers, tasks and more. DonorDock was voted “Easiest to Use” Nonprofit Software and “Best Return on Investment” by G2, the leading software review website. DonorDock was founded in 2017 by people passionate about making nonprofit software faster, more helpful, and more affordable for small to medium sized nonprofits. Learn more at DonorDock.com.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro 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.

SimplyFundraisingCRM Chooses Double the Donation for Advanced Matching Gifts Integrationy

SimplyFundraisingCRM Chooses Double the Donation for Advanced Matching Gifts Integration

Double the Donation and SimplyFundraisingCRM are proud to unveil their new integration partnership, opening the door for nonprofit organizations to identify more matching gift opportunities for their donors with every donation.

“We are thrilled to partner with Double the Donation,” Says Jon Biedermann, President at SimplyFundraisingCRM. “I’ve known the founder, Adam Weinger, for years and nonprofits will save time and raise far more from their small and mid-level donors. Even better, they will save time raising more money with Double the Donation’s and SimplyFundraisingCRM’s automated processes to collect matching gifts – all in one beautiful integration that simply just works.”

The new integration between SimplyFundraisingCRM and 360MatchPro by Double the Donation allows nonprofits to discover donors’ employers and match eligibility and encourage them to submit their matching gift requests at a higher rate. More submitted match requests means more revenue for the fundraising org, all without complicated IT work or manual follow up efforts. 

“Something we love about the SimplyFundraisingCRM platform is how easy and stress-free it is for nonprofit users to manage,” said Adam Weinger, President at Double the Donation. “It was a natural fit that we make the process for those same nonprofits to raise more from matching gifts just as easy with an integrated solution.”

Around 78% of donors are completely unaware of their matching gift potential – the new integration between 360MatchPro and SimplyFundraisingCRM aims to raise donor awareness and close the gap to help organizations claim some of the $4-7 billion in matching gift revenue left on the table yearly.

Activate in Seconds and Start Raising More from Matching Gifts?

Activating an integration between your SimplyFundraisingCRM account and 360MatchPro by Double the Donation is all in the name – simple! In your SimplyFundraisingCRM launchpad, just enter your public and private API keys from your 360MatchPro account and save to activate your integrated tools. From here, you’ll be able to toggle your matching gift fields on and off to meet your campaign needs. 

Enter your public and private API keys to activate your matching gifts integration!

Once you’re set up with your integration, 360MatchPro will automatically start identifying match eligible donors as they give on your SimplyFundraisingCRM donation forms, and follow up with them via email to guide them directly to their company’s matching gift request process. Encouraging donors automatically to get their gifts match could turn your average $25 donation into a $50 impact–all without arduous manual outreach from your already busy team!

Donors can easily search their company name directly from their giving forms.

Plus, keep track of your matching gift data and outreach settings in your 360MatchPro portal to identify future matching opportunities, keep track of your year-to-date match identified amounts, and manage your email settings and customizations to keep your messaging streamlined and true to your organizational voice.

Drive More Matching Gifts to Completion with 360MatchPro!

Double the Donation and SimplyFundraisingCRM’s partnership allow nonprofit organizations to raise more from every donor interaction with automated matching gifts marketing. Boost the impact of every donation by utilizing some key features: 

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

Drive more value for your organization by automating your matching gift processes!

Ready to get started with your matching gift journey? Request a personalized demo today and make sure you mention you use SimplyFundraisingCRM when you schedule.


About SimplyFundraisingCRM: Manage donors, collect donations online or offline, and make it easy for you and your board members to attract and retain donors. All with built in fundraising expertise in one easy-to-use platform that anyone can use and everyone will love. Visit https://www.simplyfundraisingcrm.com/ to learn more.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro 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 about Double the Donation, visit https://doublethedonation.com and request a demo at https://360matchpro.com/demo-request/.

Phonathons: The Fundraiser's Ultimate Guide & Top Tips

Phonathons: The Fundraiser’s Ultimate Guide & 15+ Top Tips

Raise more with matching gifts in your next phonathon.

Phonathons are a tried-and-true resource for all sorts of nonprofits and higher education institutions to engage donors and raise money effectively. While the benefits of a phonathon campaign are fairly straightforward, running a successful campaign is no easy task.

One thing that phonathons have historically struggled with has been identifying donors who may be eligible for a matching gift from their employer⁠—and pursuing those corporate matches to completion.

So how do you optimize matching gifts in your phonathons? Here at Double the Donation, we’ve compiled a number of tips and tricks to effectively communicate with your donors about matching gifts and raise more in phonathon revenue overall.

To plan a successful phonathon campaign, be sure to:

  1. Focus on the larger mission.
  2. Create a standardized script.
  3. Practice with mock calls.
  4. Schedule calls when donors are home.
  5. Set nightly/weekly fundraising goals.
  6. Use phonathon management software.
  7. Train callers on matching gifts.
  8. Implement screening and segmentation.
  9. Include matching gifts in call scripts.
  10. Prepare for donor questions.
  11. Equip callers with matching gift resources.
  12. Follow up with match-eligible donors.
  13. Track and incentivize successful conversations.
  14. Keep an eye on trends in employer information.
  15. Integrate your fundraising and matching gift tools.
  16. Bonus! Fundraising advice from phonathon experts.

Here are the steps involved in a successful phonathon fundraiser.

By adding matching gifts to your phonathon strategy, your campaign will see even greater success. If you can capitalize on that potential during your phonathon, you’ll see a massive increase in funds brought in.

Are you ready to find out how to optimize your organization’s upcoming phonathon to raise more? Let’s dive in.

Focus your phonathon on your nonprofit's mission.

1. Focus on the larger mission.

The most successful fundraising campaigns are focused on more than raising a certain dollar amount. If you can help donors understand why your cause is a worthy one, then you are far more likely to succeed. By highlighting the larger purpose of the campaign, you can motivate both donors and callers to feel good about what they’re doing!

To illustrate our point, take a look at two possible phonathon script introductions:

  • Phonathon Script Introduction #1: “I’m calling on behalf of University X to raise money for our annual phonathon campaign. Would you consider making a donation of $100 to the university’s endowment fund?”
  • Phonathon Script Introduction #2: “I’m calling on behalf of University X to raise money for our annual phonathon campaign. Would you consider making a donation of $100 to the university’s endowment fund? Every dollar you donate will go to scholarships for students in financial need!”

See the difference? In both cases, the caller is asking for the same dollar amount. But in our second example, the donor understands how their donation will be helping someone in need.

Create a script for your phonathon.

2. Create a standardized script.

For many of your callers, this will be their first phonathon campaign. The idea of getting on the phone with alumni to ask for donations can be extremely intimidating.

Creating a detailed and interactive script can help ease the nerves of new callers and standardize your donor’s experience. Here are the key components to any phonathon script:

  • Introduction: Answer the most basic questions: Who are you? What is your relationship to the organization running the campaign? Why are you calling?
  • Statement of purpose: Why is your organization asking for donations? What will the contributions be used for?
  • First ask: Make the initial request for a donation. What is the suggested donation amount? If the donor has made a donation previously, how much should the caller suggest they donate this year?
  • Gift confirmation: Success! How do we close the deal? How do we deal with different payment methods?
  • Answers to common objections: Not everyone wants to donate. How do we respond to common objectives such as a lack of interest, recent issues with the organization, or other giving priorities?
  • Non-pledge close: For those calls that don’t end in success, it’s important to help close the conversation gracefully to maintain the relationship with the donor.

A great script is arguably the most important component of a successful phonathon, as it’s a resource that every caller will use. Spend significant time working with your organization’s communication director to put this resource together.

Practice for your upcoming phonathon.

3. Practice with mock calls.

Having a team of well-trained callers is the secret to any successful phonathon campaign.

Prepare callers by organizing mock calls. During this time, they’ll read through the provided script and respond to a variety of different “donor personas.” See how they respond when a donor has questions about the campaign, voices objections, or is looking to complete their transaction.

This strategy will help you callers feel more at ease when it comes time to dial a real donor’s phone number. Plus, it can help get some of the roadblocks and uncertainties out of the way early!

Schedule calls for your phonathon.

4. Schedule calls when donors are home.

One of the most common challenges for phonathon callers is simply reaching the donor in the first place.

To improve the chances that your donors pick up the phone, consider calling during the hours when they are most likely to be home and available. These are some of our favorite times to do so:

  • Monday – Thursday, 6:00 PM – 9:00 PM. If you call within this time window, most donors will be home from work. Yet, it’s early enough that you reduce the risk of waking anyone up (tip: cranky donors rarely give donations).
  • Sunday, 5:00 – 9:00 PM. At this time on a Sunday, most donors will be finished with their weekend errands and are likely available for a conversation.

Make sure that you’re planning to reach donors when they’re ready and able to chat for the greatest fundraising success.

Set goals for your phonathon.

5. Set nightly/weekly fundraising goals.

Setting goals greatly increases your chances of fundraising success. Encourage your callers to set nightly or weekly donation goals to instill a sense of accomplishment when they reach and exceed their objectives.

Then, there are plenty of opportunities to make the most of your tracking results. We suggest that you:

  • Identify any knowledge gaps and situations where additional training is needed.
  • Assign your most effective callers to your highest-value prospective donors.
  • Communicate the concrete donation impact of your callers’ fundraising goals.

Setting detailed objectives helps your organization keep track of how many donations you’re bringing in within a certain timeframe. You can even leverage some friendly competition between callers this way!

Use phonathon software.

6. Use phonathon management software.

Consider purchasing phonathon software from a well-established vendor, such as industry leader Wilson-Bennett Technology’s DonorConnect. This type of tool can save you time, money, and many of the technical headaches that would ordinarily get in the way of a successful campaign.

Common tasks that phonathon software handles include:

  • Managing and updating your donor database.
  • Automating pledge verification via email.
  • Tracking call results.
  • Issuing reports on campaign progress.

By automating these time-consuming tactical steps, you can spend your time managing callers, increasing donations, and engaging in deeper relationships with supporters.

Ensure proper phonathon caller training.

7. Train callers on matching gifts.

Using matching gifts to boost phonathon funds starts and ends with your callers. These individuals are the voice of your campaign, working hard to help you fulfill your mission. They need to be prepared to both speak to and answer any questions a prospect may have regarding matching gifts.

While you may understand the value of capturing employer data and pursuing a matching gift from your donors, your caller and digital engagement teams may not. Make sure the people who will be having those real-time conversations understand the what, why, and how of matching gifts.

Consider these four components of effective matching gift phonathon training:

  1. Materials: Document how callers should ask about matching gifts and the process by which they should share company rules, guidelines, and instructions.
  2. Speakers: Who at your organization is responsible for matching gifts? Invite him or her to speak with your callers.
  3. Practice: Have your callers pair up and do trial runs on a few matching gift companies. Provide feedback as needed.
  4. Coaching: Like with anything, there’s always room for improvement. Listen for matching gift asks during calls and provide guidance to improve techniques.

Ensuring your team is on the same page about matching gift goals will make the ask that much easier when the opportunity arises. Being a caller for a phonathon is no easy task. But with proper training, you’ll situate your callers in the best possible position to make matching gift asks.

Screen and segment your phonathon donors.

8. Implement screening and segmentation.

Make the most of your callers’ (and your donors!) time by pre-screening and segmenting your calling list beforehand in terms of matching gift prospects.

Think of it this way: would you rather call 10 people and have 1 person respond positively, or call 5 and have 3 people respond positively? By segmenting your contacts prior to reaching out, you’re ensuring that each call is a more valuable use of your team’s time and resources.

For matching-gift-related segmentation, you’ll be enacting a three-point process:

  • First, pre-screen your file for matching gift eligibility. It is likely that a sizable percentage of your existing prospects are matching gift eligible. Know who they are in advance.
  • Second, append relevant information to your file. Append employer data and phone numbers to either your entire file or best prospects.
  • Third, segment your calling list accordingly. Assign your best callers to high-value match-eligible prospects. Not only are those candidates’ donations likely to get matched, but they are likely to have higher average donation amounts. If they don’t respond the first time, this group might even be worth a second call!

Increasing matching gift eligibility awareness is only going to help your campaign. Give your callers the information they need to have the biggest impact.

Of course, call volume is always going to be crucial for successful phonathons. But if your organization can be even 10% more deliberate about who you’re calling, it can have a great impact on your call conversion rate.

Include matching gifts in your phonathon.

9. Include matching gifts in call scripts.

With over 18 million individuals working for companies with matching gift programs, many of your phonathon donors are bound to be eligible for a corporate match. Your callers should always be asking donors if their employer offers a matching gift program.

Here’s how (it’s as easy as A-B-C!):

  • A: Ask every time. Few donors are thinking about (or are even aware of) matching gifts. Let them know about the potential.
  • B: Be persistent. Donors sometimes default to, “I don’t think so,” when asked if their company will match their donation. Have callers ask for an employer name and then quickly research that specific company.
  • C: Come prepared. If a donor submitted a matching gift in the past, come to the call prepared with the company’s matching gift information. Make the process simple and easy for your donors.

Let’s walk through an example of how to properly incorporate matching gifts into your script. A normal phonathon call will consist of the following steps:

  1. The caller introduces themself and the organization that’s fundraising.
  2. The caller asks the potential donor if they are willing to donate.
  3. The potential donor says yes/no.
  4. If the answer is no, the caller politely thanks the prospect for their time and ends the call.
  5. If the answer is yes, the caller begins the donation process with the new donor and helps guide them through the experience.

Once the donation is secured, have your caller make the matching gift ask. Use a template similar to this:

Many companies actually match donations made by their employees to schools and other nonprofits. Do you know if you or your spouse works for a company that offers a matching gift program? I’m happy to do a quick check to see if your company will double or possibly triple your donation.

Scripts take the guesswork and pressure out of calls. Plus, if your request process is standardized, you’re in a better position to evaluate and adjust according to the results.

Prepare for questions from phonathon donors.

10. Prepare for donor questions.

Some donors will be hesitant to give, especially if they’ve never contributed financially to your organization before. If they have questions about your mission, your particular fundraising need, or anything else that might be holding them back, you’ll want to have the answers prepped and ready.

Additionally, your donors might have questions about matching gift opportunities. Be sure your callers are able to provide basic information on company gift-matching by answering questions such as these: What is a matching gift? How do I figure out if my company will match my gift? What’s the submission process?

Making sure that everyone is on the same page with regard to these questions will help ensure that your callers can give supporters the most thorough and accurate information and best drive as many donations as possible.

Equip phonathon callers with resources.

11. Equip callers with matching gift resources.

Do your callers have the information they need to help donors? They obviously can’t be expected to memorize the program guidelines for all the thousands of companies that offer matching gifts⁠—so where can they find that information to pass along?

That’s where your matching gift company database comes in! This type of tool allows users to conduct a quick search of an employer name and receive detailed guideline information in seconds. Equip callers with access to this comprehensive database to uncover the following:

  • Employee eligibility
  • Types of qualifying nonprofits
  • Match ratios
  • Match minimums and maximums
  • Forms and guidelines
  • Submission deadlines and instructions

Providing callers with this ample information will help them quickly and easily answer common questions from donors. Once a donor has expressed interest in requesting a matching gift, you want your caller to be able to help in any way they can. Don’t miss out on a matching gift due to a technical or otherwise avoidable issue!

Follow up with phonathon donors.

12. Follow up with match-eligible donors.

If a donor has expressed interest in matching gifts on the phone, your organization has to follow up afterward to increase the likelihood of your turning interest into action.

Immediately after the conversation, send an email with matching gift request instructions for the individual’s employer. You’ll also want to include matching gift reminders across various donor communications, including:

  • Pledge acknowledgments
  • Thank you’s
  • End-of-year reminders

Telling donors their gift is eligible for a match is only one component of boosting matching gifts. It’s far more valuable if you pair that information with actionable next steps.

We also recommend embedding matching gift information into your website. Give your alumni and supporters a trusted place to find their matching gift info and guided the next steps on an easy-to-find webpage, so they can take action after speaking with your ambassadors. This helps interested supporters discover gift matching and double their own donations!

Track and incentivize successful phonathon efforts.

13. Track and incentivize successful conversations.

Are your callers held accountable and rewarded for their overall fundraising and matching gift performance? One of the best ways to ensure that callers know how important matching gifts are to your phonathon is by implementing tracking with incentives.

Giving your callers something to work towards will only help your fundraising efforts. Then, once they reach and surpass their goal, provide them with a small token of appreciation⁠: such as a t-shirt, hat, mug, or even public recognition!

Tracking and incentivizing fundraising results also gives you a positive metric for tracking caller proficiency and efficiency. This enables you to define where your phonathon is doing well and where it has room for improvement. Once you’ve isolated those areas, you are in a great position to adjust your efforts as needed.

Note any trends in your phonathon fundraisers.

14. Keep an eye on trends in employer information.

As you start to collect employer information from your alumni and supporters, you may notice trends in company data. Be sure to ask questions like these:

  • Do a lot of your donors work for the same companies?
  • In similar industries?
  • In specific locations?
  • Do those common companies your donors work for have strong matching gift programs?
  • Is there a concentrated area of match-eligible donors you could target for your next campaign?

These are all characteristics you can determine with greater accuracy the more donors you collect employer data from. While these are nice-to-know facts for general fundraising initiatives, they can also have a more significant impact on your greater matching gifts strategy.

Therefore, make sure you’re considering matching gifts when analyzing those trends for future initiatives. You never know when that information could come in handy for future events, digital outreach, or even a future phonathon!

Integrate your phonathon and matching gift tools.

15. Integrate your fundraising and matching gift tools.

Phonathons and other digital engagement events can be huge operations, and a lot can get lost in the shuffle if you don’t have the right tools. Luckily, providing a scalable system for your fundraising ambassadors and callers is an easy and effective way to organize your donor data. With matching gifts added to the mix, you’ll want an automated system to take care of all the nitty-gritty details for you.

We recommend using a phonathon system to manage all your digital engagement needs⁠—particularly one that integrates with powerful gift matching tools! Donor Connect by Wilson-Bennett Technology and 360MatchPro by Double the Donation offer an integrated solution that allows callers to retrieve and communicate valuable matching gift information when speaking to donors in real-time.

It takes virtually no effort from your team to get set up with the integration, and you’ll be able to start using it right away in your next digital engagement event. Automate the best practices listed above by incorporating the autocomplete search tool within Donor Connect scripts, automated email outreach, and regularly updated donor data.

Bonus! Advice from phonathon experts

Bonus! Fundraising advice from phonathon experts.

Hear from the phonathon fundraising experts at Wilson-Bennett Technology: a phonathon management services and software company serving nonprofits since 1998.

Todd Smith

Founder and CEO – Wilson-Bennett

Ensure training is ongoing throughout the campaign and each caller receives assistance, along with reminders, before calling begins each session.

We always encourage callers to excel while teaching methods to overcome negative comments.

During training, be sure to explain campaign policies and procedures, ensuring callers make the highest quality call on behalf of your institution.

Todd Smith is the founder of Wilson-Bennett's phonathon software company.

Rob Schlitts

President – Wilson-Bennett

“Play chess with your phonathon.”

Matching the right prospects up with the right caller makes for a great connection, conversation, and ultimately a gift. Your alumni and student callers will both enjoy the ability to connect with prospects that share similar traits and experiences.

A well-trained student caller will always be the engine of a successful phonathon.Rob Schlitts is the president of Wilson-Bennett's phonathon software company.


Many organizations take advantage of the fundraising opportunities phonathons provide. However, most don’t think about the potential of incorporating matching gift promotions into those invaluable donor conversations.

By following these tried-and-true phonathon fundraising tips, you can set up your team⁠—and your mission⁠⁠—for long-term success. Looks like it’s time to get calling!

For more information, be sure to check out our other educational fundraising resources below:

Raise more with matching gifts in your next phonathon.

Matching Gift Upsells: A Guide for Boosting Donations

Matching Gift Upsells | A Guide for Boosting Donations

Raise more with matching gift upsells through Double the Donation.

If you’re looking to drive additional fundraising revenue through corporate gift-matching programs, making the most of matching gift upsells is the way to go.

Picture this: A donor is in the process of making a gift to your organization. As they fill out your online donation form, they select the second suggested gift size at $20. Upon submitting their donation, however, they realize that the gift would have been eligible for a corporate match from their employer should it have been just $5 more.

Since the company they work for has a $25 minimum donation for matching gifts, the donor’s initial $20 gift doesn’t quite make the cut. If they had known that before completing their donation, they would have sacrificed an additional latte that week to boost the contribution into the eligible gift-matching threshold. As a result, your nonprofit would have received not only the extra $5 from the donor but a $25 match as well.

The above scenario perfectly illustrates the importance of matching gift upsells and the impact they can have on nonprofit fundraising strategies. In this guide, we’ll walk through the following topics to provide more information about matching gifts and how to drive corporate donations effectively:

Ready to learn more about matching gift upsells and the opportunities they can present fundraising organizations like yours? Let’s get started with the basics.


Here are the basics for matching gifts and matching gift upsells

Matching Gift Basics

Before diving into the value of matching gift upsells and how you can use this strategy to increase your fundraising revenue, you’ll first need to understand a few key concepts surrounding matching gifts and matching gift upsells. We’ll answer those questions here!

What are matching gifts?

Matching gifts are donations made through a particular type of corporate giving program in which companies match charitable donations made by their employees to eligible nonprofit causes. The process typically looks like this:

  1. A donor makes a donation to your nonprofit organization.
  2. The donor determines that their employer offers corporate gift matching and that their gift is eligible for a match.
  3. The donor submits a form to their employer with details about their donation and the nonprofit they gave to.
  4. The employer reviews the request and confirms the initial donation with your organization.
  5. The employer makes their own matching donation to your cause.

The exact parameters surrounding an employer’s matching gift program varies by company, though the vast majority of participating businesses match eligible donations at a dollar-for-dollar rate. Others, however, choose to match at a lower (e.g., 50 cents per initial donor dollar) or higher rate (e.g., $2 or even $3 per donor dollar).

What are matching gift upsells?

Driving matching gift revenue effectively is all about using the right verbiage in your fundraising asks. One thing that nonprofits are beginning to see more of is called matching gift upsells.

Every company puts different eligibility criteria and guidelines in place for their matching gift program. One of these criteria is minimum and maximum donation amounts that the business is willing to match. A matching gift upsell occurs when organizations encourage donors to make larger gifts in order for their contributions to be eligible for a corporate match.

In other words, when a donor is about to make a donation that falls below their employer’s donation threshold, a matching gift upsell convinces them to increase their gift size to fall between the minimum and maximum match amounts.


Here is the value of matching gift upsells

The Value of Matching Gift Upsells

Matching gift upsells offer significant value to nonprofits looking to improve their corporate fundraising strategies while raising more for their causes and building strengthened relationships with supporters. As you lean into this powerful tactic, here are three key benefits to consider:

  • Increased initial donations: According to Double the Donation research, 1 in 3 donors reported that they’d likely make a larger gift to a nonprofit if they know it’s being matched by their employer. By increasing the initial donation size to fall into their employer’s match eligibility criteria, donors put more dollars towards your organization.
  • Corporate matches: When donors bump up their gifts to become match-eligible, it allows you to collect additional corporate matches for your cause. That means more donations for your organization along with better corporate relationships.
  • Improved donor engagement: Matching gifts offer an invaluable engagement opportunity for donors who are looking to provide additional support to a mission they care about. When you make it easier for donors to become eligible for these programs, more individuals get the privilege of knowing their gifts are going further and making a more significant difference.

Just as matching gifts offer value to each party involved, matching gift upsells do as well. Without specific strategies in place to leverage this impactful concept, you’re likely to miss out on a ton of potential fundraising revenue.


Here are some best practices for leveraging matching gift upsells

Best Practices for Leveraging Matching Gift Upsells

Now that you understand the importance of matching gift upsells, how can you adjust your efforts to emphasize this type of fundraising strategy? Let’s discuss three of our favorite tried-and-true ideas for maximizing your matching gift upsell.

1. Provide access to matching gift program data.

One of the best ways to encourage matching gift upsells is by sharing company-specific matching gift details with donors. You can’t expect donors to up their donations to meet match-eligibility requirements if they’re unsure of their employer’s program guidelines!

Luckily, the right software can be a huge help here, as both a time-saver and a donation booster. For example, consider embedding a matching gift database tool in your online donation page. This way, donors completing an online gift can simply do a quick and easy search of their employer name to determine both if their company offers matching gifts and if the gift they’re about to make would be eligible.

Providing donors with employer giving details can help increase matching gift upsells.

If they see that their gift falls below their employer’s minimum, they can choose to adjust their donation size accordingly.

2. Incorporate suggested donation sizes.

Many organizations utilize suggested donation sizes to coax donors into giving larger amounts than they initially may have. When you choose your suggestions carefully, you can encourage more donors to make match-eligible donations and ultimately secure corporate gifts for your cause.

Here's how suggested donation sizes can help increase matching gift upsells.

But how? Matching gift statistics report that 93% of participating companies have a minimum donation threshold of less than or equal to $50. Further, the average minimum amount falls at $34. As you determine which donation sizes to set for your online giving form, keep these figures in mind.

For example, you might set your lowest donation tiers at $35 to $50, with larger gifts increasing from there. Just remember, it’s important to retain a “choose-your-own-donation” field that allows supporters to go lower, higher, or in between levels.

Here's an example of a matching gift upsell message in action.

3. Look for software that automates the upsell process.

Having the right software in place is a critical prerequisite for optimizing your matching gift efforts. When it comes to leveraging matching gift upsells in particular, we suggest exploring donation tools that offer that specific feature.

Double the Donation offers a native integration with Fundraise Up, which is a popular online donation platform that incorporates matching gift upsell functionality directly into the giving process. If a user is about to make a gift that falls below the minimum threshold for their employer, they’re automatically notified of the donation size gap and asked if they’d like to up their contribution to meet program requirements.

This collaborative tool allows donors to adjust their giving before clicking submit, often leading to increases both in donation sizes and matching gift eligibility.

 


Matching gift upsells are one of the best ways to bring an already lucrative fundraising strategy to the next level. You’ll receive additional funding for your cause while allowing more donors to make a larger impact on your nonprofit mission⁠—which is a win-win for everyone involved.

To make the most of this strategy, it’s vital that you equip your team and your donors with the matching gift fundraising technology required to make this idea a reality for your organization.

Learn more about matching gifts and other impactful fundraising strategies with these additional resources:

Raise more with matching gift upsells through Double the Donation.

Learn more about combining wealth screening and matching gift efforts in this guide.

Combining Wealth Screening and Matching Gift Efforts

Exploring trends in both nonprofit data and fundraising, donor wealth data⁠—and having the right resources to leverage it⁠—can go a long way towards successful revenue generation⁠. And if you’re looking to increase your organization’s corporate revenue as well, wealth screening and matching gift efforts go hand in hand.

To boost your wealth screening and matching gift strategies simultaneously, equipping your team with the right tips and tools is critical. When done effectively, fundraising organizations can reap the following benefits for donor relations and overall revenue growth:

  1. Better targeted communications with high-value matching gift donors
  2. Increased overall fundraising and corporate giving revenue
  3. A more comprehensive understanding of supporters

In this guide, we will explore the power of matching gifts, how these corporate giving programs correspond with individual wealth screening, and what you can do to increase your organization’s efforts. Let’s jump right in with the basics.

Understanding Wealth Screening

Wealth screening is a donor prospect research strategy that allows organizations to scan supporter information for common indicators of wealth.

Effective wealth screening practices offer several advantages to nonprofits and other fundraising organizations⁠, including the abilities to:

  • Better identify valuable prospective donors.
  • Craft more tailored donation asks.

This often involves comparing nonprofit database information against external sources such as government databases and online resources to help determine an individual’s overall net worth and ability to give.

See how these corporate giving statistics can impact your wealth screening and matching gifts strategies.

Understanding Matching Gifts

Matching gifts are a form of corporate giving offered by companies that aim to financially support the charitable causes that their employees care about. Gift matches are most often made at a dollar-for-dollar rate, although some businesses will choose to match up to $3 for every $1 donated by an employee.

As a nonprofit, these types of corporate gift-matching programs can offer you powerful benefits such as:

  • Increased fundraising revenue with little to no additional effort required.
  • Improved donor engagement strategies.
  • Opportunities for long-term corporate business partnerships.

Corporate or workplace giving programs such as matching gifts are advantageous to every party involved, including the business making the match, the donor contributing the initial gift, and the organization receiving the funding. That’s a significant factor in what makes matching gift fundraising efforts so popular among the philanthropic community.

However, our studies show that the majority (78%) of match-eligible donors are never made aware of these programs. This results in billions of corporate dollars going unclaimed each year, and only 7% of donors at matching gift companies actually submitting a request.

Benefits of Combining Wealth Screening and Matching Gifts

If you’re interested in combining your wealth screening and matching gift fundraising efforts, you have the potential to set your organization up for ongoing, long-term success. Here’s how:

1. Better target communications with high-value matching gift donors.

It’s a simple fact that in order to maximize results, you must engage with high-net-worth donors and prospects in a very strategic and relational way. If you typically employ automated email communications, you might opt for a more personalized approach instead. This allows you to build deeper relationships with these individuals and demonstrate their value as critical mission partners rather than ATM machines.

In order to determine which donors deserve this additional outreach, it’s important that you have the tools required to screen and flag your highest-value supporters. Then, you can use the details you learn about each individual to target and adjust your messaging accordingly.

For example, if you know that a major donor works for a company with a particularly generous matching gift program, be sure to look into their program guidelines and determine if the gift is eligible for a match. If so, share this information (as well as any online submission forms) directly with the donor so that they can easily take the next steps.

2. Increase overall fundraising and corporate giving revenue.

Effective fundraising relies on having the right data to drive your efforts. One of the best ways to collect this information is through wealth screening practices. This way, you can uncover major donor prospects within your network and make carefully crafted donation asks to maximize revenue.

Here’s how: imagine you have a supporter who consistently gives a few thousand dollars at a time. When you determine their net worth, you realize that they’re worth around $5 million. They could easily become a major donor for your upcoming annual fund campaign but aren’t likely to take that step on their own. And you never would have uncovered that information if it were not for wealth screening!

You decide to contact them as a potential major contributor. Now, you’ll need to make your fundraising ask. If you ask too much, you’re more likely to get a “no.” If you ask too little, you’ll often leave available funding on the table. When you have knowledge of the donor’s net worth and available assets, however, you can easily find that sweet spot at the high end of their comfort zone⁠—which means more money for your nonprofit!

3. Leverage a more comprehensive understanding of supporters.

Knowing your donors requires you to have a more holistic view of each person, rather than seeing donors as rows in a nonprofit database or dollar signs in your organization’s bank account. Luckily, wealth screening can provide your fundraising team with valuable insights into what makes each person them.

For example, does a major donor tend to display an affinity towards similar missions as your own? This implies that they have a passion for your cause and will be more likely to give⁠—and to go above and beyond by requesting a corporate match.

Wealth Screening Tools for Nonprofits

When it comes to combining wealth screening and matching gifts, you know you’ll need the right tools for increased success and efficiency. Hopefully, you’re already set up with a matching gift database and automation tool⁠—so now all you need are powerful wealth screening tools for your cause. Here’s what you need to know:

What are wealth screening tools?

While you might be able to manually screen a small number of donor prospects for common wealth indicators using tedious research and evaluation methods, wealth screening tools make the process a whole lot faster and easier for your team.

With a top wealth screening solution, you can determine accurate net worth estimates for donors and constituents, receive regularly updated information when wealth markers ebb and flow, and uncover valuable major donor prospects to help support your cause.

What is Windfall Data?

If you’re looking for recommendations on wealth screening providers, Windfall Data is certainly one of our top picks. This powerful platform offers unique and invaluable insights into some of your most critical donors and prospects to help charitable organizations like yours improve fundraising results. Here are some of its most noteworthy features:

  • Personal and household attribute management which takes into account other interests, virtue, and signals beyond typical wealth markers.
  • Customizable objectives based on whether your fundraising team is seeking major donations, annual fund donors, leadership gifts, planned giving, or more.
  • Holistic perspectives that combine data from multiple points of engagement such as donor databases, events, alumni rosters, and member networks.

Plus, Windfall Data offers a native integration with our innovative matching gift solution, 360MatchPro by Double the Donation. When leveraging these platforms together, nonprofits can ensure that high-net-worth individuals are automatically flagged for personalized matching gift communications. This way, your team can grow its prospect research and matching gifts simultaneously to adjust communications, boost funding, and improve donor relations along the way.

Windfall Data can help with wealth screening and matching gifts.


All in all, wealth screening and matching gifts are two of the most vital, yet often overlooked fundraising strategies for nonprofits looking to scale their efforts. When combined, these tactics allow organizations to raise more money in a more efficient manner.

In order to leverage the benefits of wealth screening and matching gift fundraising for your mission, it’s important that you invest in the right tools to make the most of these practices. Good luck!

Learn more about wealth screening and matching gifts with these other educational resources: