Double your donations through Matching Gifts

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Double your donations through Matching Gifts

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Double your donations through Matching Gifts

  1. 1. Double your donationsthrough Matching Gifts: With a few simple clicks!
  2. 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 ProcessesWho are LW Robbins & Adcieo?
  3. 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 dataWho is HEP?
  4. 4. What is a Matching GiftKey statisticsCreating awarenessLeveraging past donationsFinding Matching Gift eligible donorsAgenda
  5. 5. Matching Gifts are “free money”
  6. 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. 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 annuallyStatistics on Matching Gifts
  8. 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 EducationStatistics
  9. 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 revenuesStatistics
  10. 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 dailyFinding New Companies
  11. 11. Recruiting new employeesReinforces value with employeesHelps non-profitsEmployee retentionGood ‘corporate citizen’Tax and financial considerationsPurpose of Matching Gifts From aCorporate Perspective
  12. 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 successWays to Create Awareness
  13. 13. 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.comWhat Can You Do?
  14. 14. Bishop Feehan’s ◦ 2009 – $31,000 (Passive Program) ◦ 2010 – $51,000 September to December ◦ 2011 – $117,000 First full year
  15. 15. 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 matchedMatching Gift Suggestions
  16. 16. DONOR DATABASE EMPLOYER EMPLOYER UNKNOWN KNOWN Employer Finder AutoMatchProcess
  17. 17. 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
  18. 18. 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
  19. 19. Sample Food Bank ◦ 2,030 employers identified  190 (9.4%) employers match giftsKnown Employer
  20. 20. What is a Matching GiftKey statisticsCreating awarenessLeveraging past donationsFinding Matching Gift eligible donorsReview
  21. 21. Double your donationsthrough Matching Gifts: With a few simple clicks!

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