Double your donations through Matching Gifts

1. Double your donations
through Matching Gifts:
With a few simple clicks!

2. • LW Robbins – Fundraising experts
• Adcieo –Online engagement experts
• Services designed to:
• Improve Fundraising Results
• Increase Online Acquisition
• Enhance Monthly Giving
• Engage Lifetime Donors
• Mine Employer Matching Gifts
• Build a Bequest Backlog
• Streamline Web/Admin Processes
Who are LW Robbins & Adcieo?

3. • 5,000 customers
• 15 years experience
• Most comprehensive Matching Gift database
• Developed proven tools to:
• Identify and promote match opportunities
• Gain access to the highest quality prospect
development information
• Enhance your data
Who is HEP?

4. What is a Matching Gift
Key statistics
Creating awareness
Leveraging past donations
Finding Matching Gift eligible donors
Agenda

5. Matching Gifts are “free money”

6. What is a Matching Gift?
Employee Benefit
Employer Agrees to Match Employee Donation
◦ Match Ratio is usually 1 to 1 – Exxon, Fidelity
◦ Usually a max per year ($1K-$20K)
◦ Deadlines
◦ Spouses & retirees can also be match eligible

7. 1 in 10 gifts are eligible
17,000+ companies match gifts
At least one new company added daily
50% of the Fortune 500
$1.3 Billion in 2011
LSU receives $1 Million in Matching Gifts from
Exxon-Mobil for annually
Statistics on Matching Gifts

8.  American Cancer Society Quadrupled Matching Gifts
over three years to $12+ Million as did Komen Maryland
with 5 FTE’s
 Works with small to large non-profits
 AverageMatching Gift – CAE Survey $740
700+ Higher Education
Statistics

9.  13% of companies match 2 to 1 or higher
 4000+ companies match volunteer time
 Telethon Survey (90+) by Ruffalo Cody – 7.1% matching
gift eligible and contributed 10% of revenues
Statistics

10.  Our Research Team will:
 Looks for and finds new companies
 Clients ask to check companies
 30-40 changes in polices per day
 Results – one new company added daily
Finding New Companies

11. Recruiting new employees
Reinforces value with employees
Helps non-profits
Employee retention
Good ‘corporate citizen’
Tax and financial considerations
Purpose of Matching Gifts From a
Corporate Perspective

12. Incorporate into online donation form
Newsletter articles
Gift Acknowledgments
Solicitations - use P.S.
Website – drive to E-Match Donor
Brochure inserts for Direct Mail
Promotion is key to success
Ways to Create Awareness

22. Know before you chat with a potential
donor
Measure matching gifts
Have someone in charge
Major Gifts can be matched
Create a Culture of Matching Gifts
Training is available – free Visit our
Learning Center www.hepdata.com
What Can You Do?

23. Bishop Feehan’s
◦ 2009 – $31,000 (Passive Program)
◦ 2010 – $51,000 September to December
◦ 2011 – $117,000 First full year

24. Look Back Over Last Year’s Gifts
Find Employer Information
Fill Out Form
Volunteers can help
Most donors are not aware of employer’s
matching gift program
Every Program is Different
Spouses and Retirees can be matched
Matching Gift Suggestions

25. DONOR
DATABASE
EMPLOYER EMPLOYER
UNKNOWN KNOWN
Employer Finder AutoMatch
Process

26. SAMPLE
FOOD BANK
DATABASE
EMPLOYER EMPLOYER
UNKNOWN KNOWN
FILE OF 10,000 FILE OF 2,000
4.8% Match 9.4% Match
Nearly $400,000 in match
eligible gifts over time
Sample Results

27. Sample Food Bank
◦ 10,358 donors with email addresses selected
 49 CEO identified
 2 SVP
 23 VP
 Exact Matches – 403 (3.9%)
 Likely Matches – 1,788 (175)
 TOTAL – 2,191 (21%) Identified
◦ 4.8% employers match gifts
Unknown Employer

28. Sample Food Bank
◦ 2,030 employers identified
 190 (9.4%) employers match gifts
Known Employer

29. What is a Matching Gift
Key statistics
Creating awareness
Leveraging past donations
Finding Matching Gift eligible donors
Review

30. Double your donations
through Matching Gifts:
With a few simple clicks!