Bulk Screening Overview
What matching gift information is provided?
What volunteer grant information is provided?
Inputs (information we require from you)
Top Prospects / Easy Wins for your Organization
What percentage of donations will be flagged as match eligible?
Expect 3-15% of your donors to work for a company which will match donations to your organization. The variation in this figure is primarily based on the classification of your organization as well as the demographics of your donors.
Nearly all companies with a matching gift program will match donations from employees to higher education institutions, while a significant, but smaller, percentage match donations to nearly any 501(c)(3) organization.
The demographics of your organization’s donor base also matter as current employees are more likely to be match eligible than retirees.
Should we only submit entries with unique employer names?
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.
How many false positives and false negatives will we receive?
Our goal is to ensure the file helps your school or organization increase your matching gift revenue as much as possible. Our team of matching gift experts will review the file to scrub out obvious errors prior to sending you the final version
We’ve developed sophisticated tools and algorithms to maximize the accuracy and comprehensiveness of our screening. We do our best to ensure as accurate and comprehensive data as possible but we won’t achieve 100% accuracy.