Matching presents supply an unbelievable alternative for fundraising teams to double or triple donations by tapping into the generosity of their supporters’ employers. Nevertheless, many organizations fail to understand their full matching present potential, largely resulting from an absence of program consciousness and inadequate sources for selling the chance. Fortuitously, an identical present integration can remove obstacles to entry, growing familiarity and making it simpler for donors to get entangled.
On this full, step-by-step information, we’ll stroll you thru all the things you could find out about matching present integrations—from organising the instruments to optimizing the donor expertise—so your nonprofit can maximize its matching present success.
Particularly, we’ll cowl the preferred strategies of matching present integration under:
On the subject of taking advantage of matching presents, equipping your crew with the fitting instruments is a should. Nevertheless, integrating the instruments with each other will convey your success to new heights. And we’re right here to indicate you ways!
Methodology #1: Implementing our search instrument in your donation pages.
The primary methodology for integrating matching presents includes implementing matching presents instantly inside your donation pages. There are usually two alternatives by way of which this may be achieved, nevertheless it’s extremely important that you simply incorporate each in your technique to maximise your success:
Donation Type Search Instrument
One of many best methods to combine matching presents into your fundraising technique is by including an identical present search widget on to your giving varieties. This donor-facing instrument permits supporters to shortly seek for their employer’s matching present program whereas finishing their donation.
By inserting this function instantly inside your donation varieties, you streamline the method for donors, making it simpler for them to benefit from their employer’s matching present packages whereas actively giving to your trigger. This helps improve the chance of receiving matching presents by focusing on the alternatives as donors are on the top of their engagement.
Affirmation Web page Widget
As soon as a donor submits their present, they’re usually re-routed to a affirmation display. For the very best outcomes, we advocate inserting Double the Donation’s matching present instrument on this web page to focus on donors whereas on the top of their engagement together with your trigger.
After a donor completes their present, the widget offers company-specific program pointers and varieties (if an employer was chosen throughout the earlier step) or gives a further alternative to go looking for a corporation (if one was not beforehand chosen). In different phrases, this post-donation touchpoint reinforces the chance to double their contribution, even when they didn’t discover matching present choices throughout the donation course of itself.
Then, for qualifying donors, the affirmation display widget additionally gives a chance to finish the auto-submission course of. When an organization allows this feature—by way of a partnership between its CSR platform and Double the Donation’s 360MatchPro)—its workers can submit their matches in a single click on. (Trace: to uncover corporations with auto-submission enabled, search for CLMA-designated employers within the database search instrument!)
Methodology #2: Integrating Double the Donation together with your CRM or donor administration system.
The subsequent type of instrument you’ll be able to combine with matching presents is your CRM or donor administration system. Whereas a donation web page integration includes the addition of a donor-facing widget in your giving varieties, a CRM-based matching present integration takes extra of a behind-the-scenes method. This offers extra full protection of your donor base, enabling your crew to establish matching present eligibility and pursue these presents for all donors.
After a donor makes a present (no matter whether or not it’s accomplished on- or offline, as a part of an occasion, and many others.), a document is created in your donor database. That document is then handed into 360MatchPro utilizing a seamless and extremely safe connection, and 360MatchPro triggers a sequence of follow-up communications designed to drive eligible matches to completion.
These communications section donors by their seemingly eligibility for matching presents, with devoted streams for eligible, seemingly ineligible, and unknown recipients, guaranteeing every supporter receives essentially the most related info potential.
Methodology #3: Embedding our database widget in your Matching Presents Web page.
Our remaining technique includes making a devoted Matching Presents web page in your nonprofit’s web site—then, including an identical present database widget to the net hub. This permits guests to simply uncover info concerning matching presents, together with how the packages work, establish eligibility standards, submit the suitable varieties, and extra.
By having a centralized location that educates donors about matching presents, you’ll be able to drive consciousness, finally resulting in extra matching present submissions. Plus, it offers your crew a spot to ship supporters who might need missed the chance throughout their preliminary donation course of. When donors entry your Match Web page from an automatic electronic mail, for instance, you’ll be able to establish their eligibility and monitor their employment knowledge within the backend of the platform.
Bonus: Matching Reward Integration FAQ
Matching present integration is usually a game-changer for nonprofits trying to maximize their fundraising efforts. Nevertheless, understanding the method and making it work seamlessly can elevate a whole lot of questions.
Whether or not you’re new to matching presents or trying to optimize your present setup, this Q-and-A bit covers the commonest inquiries nonprofits and faculties have about integrating matching present instruments of their fundraising.
Can I obtain matching presents with no matching present integration?
The brief reply is sure, although there’s prone to be a major disparity by way of matching presents you qualify for versus matching presents you really obtain. Whereas your group should obtain matching presents with no formal matching present integration, the method is considerably extra cumbersome for donors and nonprofits alike.
With out an integration, it usually requires supporters to independently analysis whether or not their employer gives an identical present program, navigate submission portals, and full the required paperwork. In distinction, integrating matching present instruments streamlines the method by robotically figuring out eligible donations and guiding donors by way of the submission course of. This helps cut back friction within the course of, which ends up in missed alternatives, and finally will increase the chance of securing matching funds. In consequence, organizations that implement matching present automation can anticipate to see income progress of between 20% and 50%!
Can my crew implement a number of matching present integration strategies?
Sure, your crew can implement a number of matching present integration strategies. Actually, it’s really inspired to make sure the fullest protection of all matching present donors in your community.
By integrating matching present instruments into each your fundamental donation type and your CRM (together with any peer-to-peer software program you will have!), you create a complete system that captures eligible matches at varied phases of the donor journey.
A donation type integration permits donors to immediately see if their employer gives matching presents throughout the giving course of, whereas a CRM integration helps your crew monitor and observe up with donors who might have given offline and, subsequently, might not have been recognized as such in any other case. Combining these strategies ensures you maximize matching present alternatives and cut back the chance of obtainable matches slipping by way of the cracks.
We additionally supply duplicate document detection performance, which ensures your crew shouldn’t be repeating any efforts!
How difficult is the matching present integration course of?
The method of organising your matching present integration can appear a bit intimidating at first. Fortuitously for you, Double the Donation and its in depth community of integration companions have already taken care of the laborious half—so getting began is definitely fast and easy.
With the know-how work accomplished, it’s by no means been simpler to attach an identical present instrument utilizing ready-built integrations. This eliminates the necessity for complicated coding or technical experience, making our instruments accessible to groups of all sizes and skills.
As soon as arrange, the combination works seamlessly within the background, making it simple for donors to submit matching present requests whereas guaranteeing your nonprofit can monitor and handle these presents with out lifting a finger.
Which fundraising platforms assist matching present integration?
Double the Donation integrates with over 100 main fundraising platforms, together with the vast majority of well-liked donation type suppliers, CRMs, peer-to-peer fundraising instruments, and extra.
This big selection of integrations permits nonprofits to simply join matching present instruments to their present programs, streamlining the method for each donors and employees. To find out about particular integration choices or see in case your platform is supported, we encourage you to go to our integrations web page to go looking the associate listing for extra detailed info.
What if Double the Donation doesn’t combine with my fundraising instruments?
If Double the Donation doesn’t presently combine together with your fundraising instruments, don’t fear! Our crew is consistently constructing out extra integrations with new fundraising platforms, CRMs, and extra.
You too can contact our crew to advocate for a brand new integration, as we’re at all times wanting to increase our community of partnerships. Our aim is to make sure organizations like yours have entry to the very best instruments for maximizing matching present alternatives!
[For Fundraising Platforms] How can my platform construct an identical present integration?
In case you’re a fundraising software program supplier trying to construct an identical present integration, we encourage you to contact the Double the Donation crew to get began.
Our crew is skilled in growing seamless integrations and can information you thru the method of connecting your platform to our matching present answer. By partnering with Double the Donation, you’ll be able to supply your customers enhanced performance that makes it simpler for nonprofits to maximise their matching present income.
Pattern Matching Reward Integration: See it in Motion
Now that you simply perceive the fundamentals of integrating matching presents into your total fundraising technique, we wished to stroll you thru an instance of a corporation doing this effectively.
Try the next matching present circulate from the Leukemia & Lymphoma Society:
Step #1: Matching presents on the group’s peer-to-peer donation type
Donors are inspired to offer their employment info utilizing an intuitive, seamlessly embedded matching present search instrument inside the donation type. All they should do is start typing the title of their firm and choose the suitable itemizing from the drop-down menu!
Step #2: Matching presents on the group’s affirmation display
Instantly after giving, donors are thanked for his or her assist and inspired to make their contributions go additional with a match. If employment info is offered on the shape, donors are offered with company-specific program insights and direct type hyperlinks to finish their requests in actual time.
Step #3: Matching presents in a follow-up electronic mail
Inside minutes of submitting their presents, donors obtain a customized matching present reminder through electronic mail as effectively, full with firm program pointers and request varieties to get began.
Step #4: Matching presents on a devoted net web page
All through their matching present communications, donors are constantly inspired to be taught extra concerning the matching present alternative with a direct hyperlink to the group’s Match Web page. This on-line hub incorporates a step-by-step walkthrough of matching presents together with a robust firm search instrument to make uncovering matching present packages as simple as potential.
As you’ll be able to see, LLS makes use of each alternative to interact its viewers with matching presents—from the preliminary contribution to a lot of follow-up reminders. And it’s all due to its seamless matching present integration setup, connecting its matching present instrument (Double the Donation) with its donation varieties, peer-to-peer software program, and extra.
Getting Began — Subsequent Steps for Matching Reward Integration
Integrating matching present instruments into your fundraising and donor administration processes unlocks the potential to considerably increase your nonprofit’s income. With a seamless setup and strategic donor training, your group can benefit from this often-overlooked income stream.
Take motion now to leverage the complete energy of matching presents. Then, watch your fundraising efforts soar whereas participating each donors and their employers in significant methods.
Able to be taught extra about matching presents and different office giving alternatives? Try the next really useful sources:
