• 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 dataWho is HEP?
What is a Matching GiftKey statisticsCreating awarenessLeveraging past donationsFinding Matching Gift eligible donorsAgenda
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
1 in 10 gifts are eligible17,000+ companies match giftsAt least one new company added daily50% of the Fortune 500$1.3 Billion in 2011LSU receives $1 Million in Matching Gifts from Exxon-Mobil for annuallyStatistics on Matching Gifts
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 EducationStatistics
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 revenuesStatistics
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 dailyFinding New Companies
Recruiting new employeesReinforces value with employeesHelps non-profitsEmployee retentionGood ‘corporate citizen’Tax and financial considerationsPurpose of Matching Gifts From aCorporate Perspective
Incorporate into online donation formNewsletter articlesGift AcknowledgmentsSolicitations - use P.S.Website – drive to E-Match DonorBrochure inserts for Direct MailPromotion is key to successWays to Create Awareness
Know before you chat with a potential donorMeasure matching giftsHave someone in chargeMajor Gifts can be matchedCreate a Culture of Matching GiftsTraining is available – free Visit our Learning Center www.hepdata.comWhat Can You Do?
Bishop Feehan’s ◦ 2009 – $31,000 (Passive Program) ◦ 2010 – $51,000 September to December ◦ 2011 – $117,000 First full year
Look Back Over Last Year’s GiftsFind Employer InformationFill Out FormVolunteers can helpMost donors are not aware of employer’s matching gift programEvery Program is DifferentSpouses and Retirees can be matchedMatching Gift Suggestions
DONOR DATABASE EMPLOYER EMPLOYER UNKNOWN KNOWN Employer Finder AutoMatchProcess
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 timeSample Results
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 giftsUnknown Employer
Sample Food Bank ◦ 2,030 employers identified 190 (9.4%) employers match giftsKnown Employer
What is a Matching GiftKey statisticsCreating awarenessLeveraging past donationsFinding Matching Gift eligible donorsReview
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