We request that you submit your file with duplicates still in it. We first perform two different automated screenings followed by a manual review of the match eligible and non-eligible donors.
We prioritize our manual edits to focus on those that result in the most financial upside for your organization.
For instance, since employer data that you submit is free-form text which has manually been entered there will be wide variations in names. If your organization records the company Microsoft as MSFT and we see a large number of entries in your database showing MSFT as an employer we’ll be able to make the modification manually. If you only submit unique entries then there’s a chance we don’t catch this.
Note: Our screening functionality would already identify MSFT as being Microsoft, but there are similar examples in your database that we’ve yet to identify.