Matching Gifts: We've Got Time for That

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bbcon 2013

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Matching Gifts: We've Got Time for That

  1. 1. 9/29/2013 #bbcon 1 Matching Gifts: We’ve Got Time For That! PRESENTED BY AMANDA COSE & JULIE NURSE MARQUETTE UNIVERSITY
  2. 2. 9/29/2013 #bbcon 2 AGENDA
  3. 3. 9/29/2013 #bbcon 3 • Introduction • What is a matching gift • Matching gifts at Marquette • Growing our program • How we use the Raiser’s Edge • Maintaining our records • Limitations and challenges • Conclusion AGENDA
  4. 4. 9/29/2013 #bbcon 4 WHAT IS A MATCHING GIFT
  5. 5. 9/29/2013 #bbcon 5 How does it work? • Individuals donate • Donors submit matching gift requests to qualified nonprofits • Nonprofits certify the match requests • Upon approval, corporation issues matching gift funds to the nonprofit WHAT IS A MATCHING GIFT
  6. 6. 9/29/2013 #bbcon 6 Where it all began… WHAT IS A MATCHING GIFT
  7. 7. 9/29/2013 #bbcon 7 How many companies across the United States have matching gift programs? WHAT IS A MATCHING GIFT 16,500 What company is the largest matching gift contributor in the United States? Microsoft
  8. 8. 9/29/2013 #bbcon 8 MATCHING GIFTS AT MARQUETTE
  9. 9. 9/29/2013 #bbcon 9 MATCHING GIFTS AT MARQUETTE
  10. 10. 9/29/2013 #bbcon 10 MATCHING GIFTS AT MARQUETTE Matching Gift Dollars FY09 – FY12
  11. 11. 9/29/2013 #bbcon 11 MATCHING GIFTS AT MARQUETTE FY12 Top Five MG Companies By Amount
  12. 12. 9/29/2013 #bbcon 12 MATCHING GIFTS AT MARQUETTE Top Five Companies by Number of Gifts FY09 – FY12
  13. 13. 9/29/2013 #bbcon 13 GROWING OUR PROGRAM
  14. 14. 9/29/2013 #bbcon 14 GROWING OUR PROGRAM • Establish a culture of matching gifts • Collecting and preparing our data • Stewardship • Marketing • Soliciting • Future ideas
  15. 15. 9/29/2013 #bbcon 15 Establish a culture of matching gifts GROWING OUR PROGRAM
  16. 16. 9/29/2013 #bbcon 16 Collecting and preparing our data GROWING OUR PROGRAM
  17. 17. 9/29/2013 #bbcon 17 Stewardship GROWING OUR PROGRAM
  18. 18. 9/29/2013 #bbcon 18 Marketing GROWING OUR PROGRAM
  19. 19. 9/29/2013 #bbcon 19 Soliciting GROWING OUR PROGRAM
  20. 20. 9/29/2013 #bbcon 20 Future ideas GROWING OUR PROGRAM
  21. 21. 9/29/2013 #bbcon 21 HOW WE USE THE RAISER’S EDGE
  22. 22. 9/29/2013 #bbcon 22 HOW WE USE THE RAISER’S EDGE
  23. 23. 9/29/2013 #bbcon 23 HOW WE USE THE RAISER’S EDGE https://citrixdev.mu.edu/Citrix/XenApp/auth/login.aspx
  24. 24. 9/29/2013 #bbcon 24 • Tracking / Our letter HOW WE USE THE RAISER’S EDGE
  25. 25. 9/29/2013 #bbcon 25 MAINTAINING OUR RECORDS
  26. 26. 9/29/2013 #bbcon 26 Weekly / Ongoing Verify all pending forms (paper & online) Enter pledges in the Raiser’s Edge for all verified match requests Gift entry of matching gift funds that have been received Update our data with employment information, as received Quarterly Run matching gift potential letter of donors from previous quarter Thank you letters to donors whose gifts were matched Receipts sent to companies that have matched gifts in the previous quarter Annually Follow-up with all outstanding match requests / pledge balances Review outstanding pledges in the Raiser’s Edge, write-off balances MAINTAINING OUR RECORDS
  27. 27. 9/29/2013 #bbcon 27 LIMITATIONS AND CHALLENGES
  28. 28. 9/29/2013 #bbcon 28 CONCLUSION
  29. 29. 9/29/2013 #bbcon 29 REFERENCES
  30. 30. 9/29/2013 #bbcon 30 • https://www.blackbaud.com/files/support/guides/teamapproach/Mcctv5 01.pdf • https://www.blackbaud.com/files/resources/downloads/WhitePaper_Ju mpStartYourMatchingGiftPrograms.pdf • www.supportingadvancement.com • http://www.case.org/People_and_Communities/CASE_Listservs.html • http://www.fundsvcs.org/ • http://www.hepdata.com/ REFERENCES
  31. 31. 9/29/2013 #bbcon 31 TWEET ABOUT YOUR SESSION #SESSION #TRACK #PRESENTER

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