Learn How to Increase Donations & Maximize ROI with Matching Gifts We've just wrapped up 2016 and you probably have a lot of new donors in your database from the end-of-the-year giving rush. Do you know how to maximize those donations and start off 2017 with a bang? We will talk through how to find, streamline and track matching gifts for all your recent givers and maximize their giving potential. Don't leave any money on the table. Why You Should Attend You will be equipped to maximize donations through the multiplying affect of corporate matching gift programs. During the webinar, we will cover the following four aspects of successfuly matching gift programs: -Identification -Conversion -Tracking Success -Reporting & Reconciliation

1. Maximizing Return with Matching
Gifts
How to Find, Streamline and Track Matching Gifts
presented by:
&

2. Virtuous is the nonprofit CRM helping charities create
personal relationships, reduce costs and maximize
impact.
www.VirtuousCRM.com | www.DonateDouble.org
Scott Richards
Director of Training & Customer Success
Virtuous Software

3. DonateDouble was founded to solve the inefficiencies in charitable giving. By
automating the match process and helping nonprofits & companies manage
employee contributions, we make the process easier for donors, employers
and charities.
www.VirtuousCRM.com | www.DonateDouble.org
Bill Campbell
Director of Strategic Partnerships
DonateDouble

4. Why Matching Matters
“At least $10 billion in workplace matching funds go
unclaimed each year”
-Nonprofit Fundraising Journal
But… Matching Gifts are difficult to Promote and
Process
How much money is your charity leaving
on the table?
www.VirtuousCRM.com | www.DonateDouble.org

5. Four Problems With Matching Programs
During our presentation we will discuss the following four problems with your
matching program:
1. Identification- Who is match eligible?
2. Conversion- Steps for donor to submit the gift for match
3. Tracking Success- Going from Black Box to measurable stats
4. Reporting & Reconciliation- Connecting Donor to The Payment form
company
www.VirtuousCRM.com | www.DonateDouble.org

6. 1. Identification
You work with donors everyday and besides board members you may not know where people
work. There are ways to solve this through low tech and high tech means.
1. Ask the donor
2. Data Append- There are a lot of great products out their to augment your donor file
• Virtuous built in solutions
• HEP Data’s Employer Find Tool
• Online Marketing Tools- Experian, PIPL, LinkedIn
3. A strategy and conversation based on your donors
www.VirtuousCRM.com | www.DonateDouble.org

7. Capturing the Employer Information
We integrate on the time of donation to help you
capture the company name and data.
1. Pass it through to your CRM
2. Help you connect donors to company
3. Connect with donors at their time
they are most committed to your cause
Things to consider:
• How to use the data once captured
• Focus energy on high level donors
www.VirtuousCRM.com | www.DonateDouble.org

9. 2. Converting the Donor
Company Matching policies can be complicated, as fundraisers our job is to
communicate both the value and the process
1. You can use search tools to help donors find their matching policy
2. Provide them the information in a mailing or email to encourage them to
complete the match
3. Encourage higher level donors (500-5,000) to get their gifts matched
4. Make it part of every ask, organizational commitment to match
Or…. we can help
www.VirtuousCRM.com | www.DonateDouble.org

10. Automate the Process
• Forms are Auto-populated
• Donors and NPOs E-Sign Forms
• Automatically sending all
necessary documentation to the
matching employer
• Remove the friction for you and
your donors
www.VirtuousCRM.com | www.DonateDouble.org

11. 3. Tracking: Measuring Success
“What gets measured gets
improved.” - Peter Drucker
We track the process so that you
know when people have taken
action:
1. Pursued a match
2. Qualified for a match
3. Submitted a match.
www.VirtuousCRM.com | www.DonateDouble.org

12. 4. Reporting and Crediting
Reporting results on matching can be difficult, so often matching is relegated to the world
of nice to have money instead expected revenue.
1. Matching and Corporate giving landscape is complicated
2. Most NPOs credit corporate teams with matching dollars
3. Donor data is limited and often hard to match the donor to their matching gift
4. Most NPOs will just credit a donor with the hopes the money will come in
www.VirtuousCRM.com | www.DonateDouble.org

13. Reporting For Fundraisers & Processers
Match
Submitted
API Pull
Credit
Account in
CRM
Creates
Open Pledge
Check
Received
www.VirtuousCRM.com | www.DonateDouble.org
• Self Service Pull reports at anytime
• All transaction data available in reports
• Data needed to credit donors and campaigns
• Create policies about when to credit fundraising pages
• Pull reports and upload updates on a weekly basis
• API for reporting to create seamless sharing

14. • Remove friction from the donation
process
• Batching match transactions
• Simplified reporting and verification
search
• Portal log-ins in one place
www.VirtuousCRM.com | www.DonateDouble.org
Simplified Process

15. • April 2015, TR responds to
disaster in Nepal
• In first week, TR raised over
$250,000
• During same time, DD
processed additional $51,500
in match requests
• DonateDouble increased
donations by 20%
www.VirtuousCRM.com | www.DonateDouble.org
Team Rubicon Case Study

16. www.VirtuousCRM.com | www.DonateDouble.org
Get up to 50% off your DonateDouble Annual
Subscription when you complete a personalized
demo of Virtuous
www.VirtuousCRM.com/donate-double-50

17. www.VirtuousCRM.com | www.DonateDouble.org
Questions?

18. www.VirtuousCRM.com | www.DonateDouble.org
Get up to 50% off your DonateDouble Annual
Subscription when you complete a personalized
demo of Virtuous
www.VirtuousCRM.com/donate-double-50