This document provides information about maximizing corporate matching gift donations. It discusses how to create effective matching gift web pages and integration, use tools like EmployerFind and AutoMatch to identify more eligible donors, and tips for non-profits to follow best practices to increase their matching gift dollars. Case studies show how non-profits have significantly increased their matching gift funds by implementing these recommendations.

1. Corporate Matching DeMystified
Steps to Maximize your Matching Gift Dollars
A FirstGiving Webinar presented
by HEP Development Services

2. Webinar Agenda
• About FirstGiving
• Matching Gifts
• HEP Development Services
• HEP Case studies
• Questions & Answers
* Slides will be posted at the Webinar Archive on our Blog for download next week

3. Money doesn’t grow on trees…
…you must go after it!

5. Enable and Empower
 Create a campaign
 Make sure your supporters are
raising money, not only giving
alone
 Provide them with tools and
templates for success
 Set fundraising goals
 Constantly contact your donors
AND your fundraisers. Inform
them about the real impact of
their support
 Reclaim Matching Gift donations

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11. A Guide to Matching Gift Programs
1. What is a Matching Gift Program
2. Ways to Maximize
3. Effective Pages
4. Putting the Pieces Together
5. Small Non Profit’s Experience
6. Integration

12. What’s a Matching Gift Program?
• A way to easily increase donor contributions.
• A gift made by a donor’s place of employment
to a qualifying charity.

14. How many companies in
the United States offer
some form of a matching
gift program?

15. *Statistics from HEP
Development Services
2009
How many companies in
the United States offer
some form of a matching
gift program?

16. 3 Characteristics of a Successful Matching Gift
Program
• Organizational Commitment
• Access to Quality Data
• Easily Repeatable Process to
Educate/Communicate with Donors

17. Data Elements the Building Blocks
• Donor Names
• Address/Phone Number/Cell Phones
• Emails
• Employment Information (HEP
EmployerFind)
• Matching Gift Eligible Companies

18. Some Facts
• 1 in 10 gifts are matching eligible.
• Exxon Mobil - $1 million to both LSU and Texas A&M.
• Approximately 50% of Corporate 500 Companies have
matching gift programs.
• American Cancer Society quadrupled what they raised in
three years from $2 million to $10 million and they believe
they can triple that again.
• A new matching company is added almost daily.

19. Tips for Maximizing Matching gifts
• Solicitations & Newsletters – Promote
– Brochures – Inserts in mailings
• Employer Information is Key
– Drawings - events
– Luggage Tags
– Employer Find – finds employer info
– Automatch – mine your current data & appends
• Use Website – have an E-Match Donor Link Page
– Drive donors to the page

20. Use Your Channels

21. Double Your Impact
• Ad is educating & Creating Awareness
• Ad is driving donors to a web page on Matching Gifts (E-Match)
• Ad Text is as follows:
– “To see if your company will match a gift to the Nature
Conservancy visit nature.org/matchinggifts
or contact your company’s human resources department”

22. E-Match Example – St. Jude

23. Matching Gift Policies & Procedures
• Each Matching Gift Program is different
• Types of Non-Profits they will match to
• Athletics – Religious
• Procedures are spelled for the donor
• Double Matching Gifts
• Explode

24. Use Your Channels

25. Employer Find
• Finds Employer Information on 15-40% of a file when no
client employer information is available
• How it works
• We Screen client files against one hundred + databases
containing over 70+ million records
• Data comes from publicly available data and databases
including the internet
• We can then run that file using Automatch to
– Find more matching gift eligible alums

26. EmployerFind

27. AutoMatch
• Newly released version of software
• Screens client files where client has employer
information
• Finds Matching Gift Eligible Donors by screening
those not previously identified as match eligible
against HEP’s database
– Hit rates average 4-12% over what they have
currently

28. Best Practices
• Make it easy to find the company.
• Make it easy access to company forms.
• Integrate the Website.
• Make it easy to understand eligibility.
– Full/Part time employees
– Donation amount
– Donation threshold
– Employee donation payment type
– Time restraints
– Organization type

29. Effective pages – The Maryland
Affiliate of Susan G. Komen
for the Cure®

30. Effective Pages – The Maryland Affiliate of Susan G.
Komen for the Cure®
• Simple to Use
• Integrated Employer
Search
• Link to forms

31. Putting the Pieces together
Simplicity
Donors need to be able to not only access important Matching Gift
information and forms, but they need to be able to do so with ease.

32. E-Match Donor Link
Donors need to be able to not only access important Major Gift
information and forms, but they need to be able to do so with ease.

33. Form Lookup
Connecting donors directly to necessary forms increases the return rate on
completion and submission.

34. Komen Statistics
• 3,857 constituents clicked on the matching gift badge
• 78% of these searched for their company
• 22% were able to find their company
• Last Year
• 63 matching gifts from 11 companies
• This year
• 158 matching gifts from 27 companies confirmed
• Additional 352 matches have not been paid yet
• 410 total matching gifts from a total of 53 companies

35. Thank You

36. Question & Answers
• Type your questions through the
GoToWebinar “Chat” window
• If we can’t get to it now we’ll follow
up afterwards

37. We appreciate you taking the time to join our Webinar today!
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