Matching presents provide an unimaginable alternative for fundraising teams to double or triple donations by tapping into the generosity of their supporters’ employers. Nonetheless, many organizations fail to comprehend their full matching reward potential, largely because of a scarcity of program consciousness and inadequate assets for selling the chance. Happily, an identical reward integration can eradicate boundaries to entry, growing familiarity and making it simpler for donors to become involved.
On this full, step-by-step information, we’ll stroll you thru every part it’s essential learn about matching reward integrations—from organising the instruments to optimizing the donor expertise—so your nonprofit can maximize its matching reward success.
Particularly, we’ll cowl the most well-liked strategies of matching reward integration beneath:
In relation to taking advantage of matching presents, equipping your crew with the precise instruments is a should. Nonetheless, integrating the instruments with each other will convey your success to new heights. And we’re right here to point out you the way!
Technique #1: Implementing our search device in your donation pages.
The primary methodology for integrating matching presents includes implementing matching presents instantly inside your donation pages. There are typically two alternatives via which this may be performed, nevertheless it’s extremely important that you simply incorporate each in your technique to maximise your success:
Donation Type Search Device
One of many best methods to combine matching presents into your fundraising technique is by including an identical reward search widget on to your giving kinds. This donor-facing device permits supporters to rapidly seek for their employer’s matching reward program whereas finishing their donation.
By putting this function instantly inside your donation kinds, you streamline the method for donors, making it simpler for them to make the most of their employer’s matching reward packages whereas actively giving to your trigger. This helps improve the chance of receiving matching presents by concentrating on the alternatives as donors are on the top of their engagement.
Affirmation Web page Widget
As soon as a donor submits their reward, they’re typically re-routed to a affirmation display. For the perfect outcomes, we suggest putting Double the Donation’s matching reward device on this web page to focus on donors whereas on the top of their engagement together with your trigger.
After a donor completes their reward, the widget gives company-specific program tips and kinds (if an employer was chosen in the course of the earlier step) or presents a further alternative to go looking for an organization (if one was not beforehand chosen). In different phrases, this post-donation touchpoint reinforces the chance to double their contribution, even when they didn’t discover matching reward choices in the course of the donation course of itself.
Then, for qualifying donors, the affirmation display widget additionally presents a chance to finish the auto-submission course of. When an organization permits this selection—via a partnership between its CSR platform and Double the Donation’s 360MatchPro)—its workers can submit their matches in a single click on. (Trace: to uncover firms with auto-submission enabled, search for CLMA-designated employers within the database search device!)
Technique #2: Integrating Double the Donation together with your CRM or donor administration system.
The following sort of device you may combine with matching presents is your CRM or donor administration system. Whereas a donation web page integration includes the addition of a donor-facing widget in your giving kinds, a CRM-based matching reward integration takes extra of a behind-the-scenes method. This gives extra full protection of your donor base, enabling your crew to determine matching reward eligibility and pursue these presents for all donors.
After a donor makes a present (no matter whether or not it’s accomplished on- or offline, as a part of an occasion, and so on.), a document is created in your donor database. That document is then handed into 360MatchPro utilizing a seamless and extremely safe connection, and 360MatchPro triggers a sequence of follow-up communications designed to drive eligible matches to completion.
These communications section donors by their probably eligibility for matching presents, with devoted streams for eligible, probably ineligible, and unknown recipients, making certain every supporter receives essentially the most related data potential.
Technique #3: Embedding our database widget in your Matching Presents Web page.
Our last technique includes making a devoted Matching Presents web page in your nonprofit’s web site—then, including an identical reward database widget to the net hub. This permits guests to simply uncover data relating to matching presents, together with how the packages work, determine eligibility standards, submit the suitable kinds, and extra.
By having a centralized location that educates donors about matching presents, you may drive consciousness, in the end resulting in extra matching reward submissions. Plus, it offers your crew a spot to ship supporters who may need missed the chance throughout their preliminary donation course of. When donors entry your Match Web page from an automatic e mail, for instance, you may determine their eligibility and monitor their employment information within the backend of the platform.
Bonus: Matching Reward Integration FAQ
Matching reward integration is usually a game-changer for nonprofits trying to maximize their fundraising efforts. Nonetheless, understanding the method and making it work seamlessly can increase loads of questions.
Whether or not you’re new to matching presents or trying to optimize your present setup, this Q-and-A piece covers the commonest inquiries nonprofits and faculties have about integrating matching reward instruments of their fundraising.
Can I obtain matching presents with out a matching reward integration?
The quick reply is sure, although there’s more likely to be a major disparity when it comes to matching presents you qualify for versus matching presents you really obtain. Whereas your group should still obtain matching presents with out a formal matching reward integration, the method is considerably extra cumbersome for donors and nonprofits alike.
With out an integration, it typically requires supporters to independently analysis whether or not their employer presents an identical reward program, navigate submission portals, and full the mandatory paperwork. In distinction, integrating matching reward instruments streamlines the method by routinely figuring out eligible donations and guiding donors via the submission course of. This helps cut back friction within the course of, which results in missed alternatives, and in the end will increase the chance of securing matching funds. Because of this, organizations that implement matching reward automation can anticipate to see income development of between 20% and 50%!
Can my crew implement a number of matching reward integration strategies?
Sure, your crew can implement a number of matching reward integration strategies. In actual fact, it’s really inspired to make sure the fullest protection of all matching reward donors in your community.
By integrating matching reward instruments into each your most important donation type and your CRM (together with any peer-to-peer software program you have got!), you create a complete system that captures eligible matches at numerous phases of the donor journey.
A donation type integration permits donors to immediately see if their employer presents matching presents in the course of the giving course of, whereas a CRM integration helps your crew monitor and observe up with donors who could have given offline and, due to this fact, could not have been recognized as such in any other case. Combining these strategies ensures you maximize matching reward alternatives and cut back the chance of obtainable matches slipping via the cracks.
We additionally provide duplicate document detection performance, which ensures your crew isn’t repeating any efforts!
How sophisticated is the matching reward integration course of?
The method of organising your matching reward integration can appear a bit intimidating at first. Happily for you, Double the Donation and its intensive community of integration companions have already taken care of the onerous half—so getting began is definitely fast and easy.
With the expertise work accomplished, it’s by no means been simpler to attach an identical reward device utilizing ready-built integrations. This eliminates the necessity for complicated coding or technical experience, making our instruments accessible to groups of all sizes and talents.
As soon as arrange, the combination works seamlessly within the background, making it simple for donors to submit matching reward requests whereas making certain your nonprofit can monitor and handle these presents with out lifting a finger.
Which fundraising platforms help matching reward integration?
Double the Donation integrates with over 100 main fundraising platforms, together with nearly all of in style donation type suppliers, CRMs, peer-to-peer fundraising instruments, and extra.
This wide selection of integrations permits nonprofits to simply join matching reward instruments to their current methods, streamlining the method for each donors and workers. To find out about particular integration choices or see in case your platform is supported, we encourage you to go to our integrations web page to go looking the companion listing for extra detailed data.
What if Double the Donation doesn’t combine with my fundraising instruments?
If Double the Donation doesn’t presently combine together with your fundraising instruments, don’t fear! Our crew is consistently constructing out further integrations with new fundraising platforms, CRMs, and extra.
You may as well contact our crew to advocate for a brand new integration, as we’re at all times desirous to increase our community of partnerships. Our purpose is to make sure organizations like yours have entry to the perfect instruments for maximizing matching reward alternatives!
[For Fundraising Platforms] How can my platform construct an identical reward integration?
In the event you’re a fundraising software program supplier trying to construct an identical reward integration, we encourage you to contact the Double the Donation crew to get began.
Our crew is skilled in growing seamless integrations and can information you thru the method of connecting your platform to our matching reward resolution. By partnering with Double the Donation, you may provide your customers enhanced performance that makes it simpler for nonprofits to maximise their matching reward income.
Pattern Matching Reward Integration: See it in Motion
Now that you simply perceive the fundamentals of integrating matching presents into your general fundraising technique, we needed to stroll you thru an instance of a company doing this effectively.
Try the next matching reward circulation from the Leukemia & Lymphoma Society:
Step #1: Matching presents on the group’s peer-to-peer donation type
Donors are inspired to supply their employment data utilizing an intuitive, seamlessly embedded matching reward search device throughout the donation type. All they should do is start typing the identify of their firm and choose the suitable itemizing from the drop-down menu!
Step #2: Matching presents on the group’s affirmation display
Instantly after giving, donors are thanked for his or her help and inspired to make their contributions go additional with a match. If employment data is supplied on the shape, donors are introduced with company-specific program insights and direct type hyperlinks to finish their requests in actual time.
Step #3: Matching presents in a follow-up e mail
Inside minutes of submitting their presents, donors obtain a personalised matching reward reminder by way of e mail as effectively, full with firm program tips and request kinds to get began.
Step #4: Matching presents on a devoted net web page
All through their matching reward communications, donors are repeatedly inspired to study extra in regards to the matching reward alternative with a direct hyperlink to the group’s Match Web page. This on-line hub incorporates a step-by-step walkthrough of matching presents together with a strong firm search device to make uncovering matching reward packages as simple as potential.
As you may see, LLS makes use of each alternative to have interaction its viewers with matching presents—from the preliminary contribution to numerous follow-up reminders. And it’s all because of its seamless matching reward integration setup, connecting its matching reward device (Double the Donation) with its donation kinds, peer-to-peer software program, and extra.
Getting Began — Subsequent Steps for Matching Reward Integration
Integrating matching reward instruments into your fundraising and donor administration processes unlocks the potential to considerably enhance your nonprofit’s income. With a seamless setup and strategic donor schooling, your group can benefit from this often-overlooked income stream.
Take motion now to leverage the complete energy of matching presents. Then, watch your fundraising efforts soar whereas partaking each donors and their employers in significant methods.
Able to study extra about matching presents and different office giving alternatives? Try the next beneficial assets:
