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Matching Present Integration | A Full, Step-by-Step Information


Matching presents provide an unbelievable alternative for fundraising teams to double or triple donations by tapping into the generosity of their supporters’ employers. Nevertheless, many organizations fail to appreciate their full matching reward potential, largely attributable to an absence of program consciousness and inadequate assets for selling the chance. Happily, an identical reward integration can remove boundaries to entry, rising familiarity and making it simpler for donors to get entangled.

On this full, step-by-step information, we’ll stroll you thru every thing it’s essential learn about matching reward integrations—from establishing 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 terms of benefiting from matching presents, equipping your workforce with the suitable instruments is a should. Nevertheless, integrating the instruments with each other will carry your success to new heights. And we’re right here to point out you the way!

Methodology #1: Implementing our search instrument in your donation pages.

The primary technique for integrating matching presents includes implementing matching presents instantly inside your donation pages. There are typically two alternatives by which this may be completed, nevertheless it’s extremely important that you simply incorporate each in your technique to maximise your success:

Donation Type Search Software

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 varieties. This donor-facing instrument permits supporters to shortly seek for their employer’s matching reward program whereas finishing their donation.

By putting this function instantly inside your donation varieties, 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 focusing on the alternatives as donors are on the top of their engagement.

Matching gift integration example: donation pageMatching Present Integration | A Full, Step-by-Step Information

Affirmation Web page Widget

As soon as a donor submits their reward, they’re typically re-routed to a affirmation display. For the most effective outcomes, we advocate putting Double the Donation’s matching reward instrument on this web page to focus on donors whereas on the top of their engagement along with your trigger.

After a donor completes their reward, the widget gives company-specific program tips and varieties (if an employer was chosen through the earlier step) or presents a further alternative to look for a corporation (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 through the donation course of itself.

Matching gift integration example: confirmation pageMatching gift integration example: confirmation page

Then, for qualifying donors, the affirmation display widget additionally presents a chance to finish the auto-submission course of. When an organization allows this selection⁠—by a partnership between its CSR platform and Double the Donation’s 360MatchPro)—its staff can submit their matches in a single click on. (Trace: to uncover corporations with auto-submission enabled, search for CLMA-designated employers within the database search instrument!)

Methodology #2: Integrating Double the Donation along with your CRM or donor administration system.

The subsequent sort of instrument 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 varieties, a CRM-based matching reward integration takes extra of a behind-the-scenes strategy. This gives extra full protection of your donor base, enabling your workforce 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 file is created in your donor database. That file is then handed into 360MatchPro utilizing a seamless and extremely safe connection, and 360MatchPro triggers a collection of follow-up communications designed to drive eligible matches to completion.

These communications phase donors by their doubtless eligibility for matching presents, with devoted streams for eligible, doubtless ineligible, and unknown recipients, making certain every supporter receives probably the most related info potential.

Matching gift integration example: matching gift dashboardMatching gift integration example: matching gift dashboard

Methodology #3: Embedding our database widget in your Matching Items Web page.

Our last technique includes making a devoted Matching Items 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 info relating to matching presents, together with how the packages work, find out how to determine eligibility standards, find out how to submit the suitable varieties, 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 provides your workforce a spot to ship supporters who might 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 observe their employment knowledge within the backend of the platform.

Matching gift integration example: match pageMatching gift integration example: match page

Bonus: Matching Present Integration FAQ

Matching reward integration is usually a game-changer for nonprofits seeking to maximize their fundraising efforts. Nevertheless, understanding the method and making it work seamlessly can elevate a variety of questions.

Whether or not you’re new to matching presents or seeking to optimize your present setup, this Q-and-A bit covers the commonest inquiries nonprofits and colleges have about integrating matching reward instruments of their fundraising.

Can I obtain matching presents with no matching reward integration?

The brief 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 truly obtain. Whereas your group should obtain matching presents with no formal matching reward integration, the method is considerably extra cumbersome for donors and nonprofits alike.

With out an integration, it usually requires supporters to independently analysis whether or not their employer presents an identical reward program, navigate submission portals, and full the required paperwork. In distinction, integrating matching reward instruments streamlines the method by robotically figuring out eligible donations and guiding donors by the submission course of. This helps cut back friction within the course of, which ends up 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 progress of between 20% and 50%!

Can my workforce implement a number of matching reward integration strategies?

Sure, your workforce can implement a number of matching reward integration strategies. The truth is, it’s truly inspired to make sure the fullest protection of all matching reward donors in your community.

By integrating matching reward instruments into each your fundamental donation kind and your CRM (together with any peer-to-peer software program you might have!), you create a complete system that captures eligible matches at varied phases of the donor journey.

A donation kind integration permits donors to immediately see if their employer presents matching presents through the giving course of, whereas a CRM integration helps your workforce observe and comply with up with donors who might have given offline and, due to this fact, might 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 by the cracks.

We additionally provide duplicate file detection performance, which ensures your workforce is just not repeating any efforts!

How sophisticated is the matching reward integration course of?

The method of establishing your matching reward integration can appear a bit intimidating at first. Happily for you, Double the Donation and its in depth community of integration companions have already taken care of the exhausting half⁠—so getting began is definitely fast and easy.

With the know-how work accomplished, it’s by no means been simpler to attach an identical reward instrument utilizing ready-built integrations. This eliminates the necessity for complicated coding or technical experience, making our instruments accessible to groups of all sizes and skills.

As soon as arrange, the mixing works seamlessly within the background, making it straightforward for donors to submit matching reward requests whereas making certain your nonprofit can observe and handle these presents with out lifting a finger.

Which fundraising platforms assist matching reward integration?

Double the Donation integrates with over 100 main fundraising platforms, together with the vast majority of well-liked donation kind suppliers, CRMs, peer-to-peer fundraising instruments, and extra.

This big selection of integrations permits nonprofits to simply join matching reward instruments to their current techniques, streamlining the method for each donors and employees. To study particular integration choices or see in case your platform is supported, we encourage you to go to our integrations web page to look the accomplice listing for extra detailed info.

What if Double the Donation doesn’t combine with my fundraising instruments?

If Double the Donation doesn’t presently combine along with your fundraising instruments, don’t fear! Our workforce is consistently constructing out extra integrations with new fundraising platforms, CRMs, and extra.

You may as well contact our workforce to advocate for a brand new integration, as we’re at all times desperate to develop our community of partnerships. Our objective is to make sure organizations like yours have entry to the most effective instruments for maximizing matching reward alternatives!

[For Fundraising Platforms] How can my platform construct an identical reward integration?

For those who’re a fundraising software program supplier seeking to construct an identical reward integration, we encourage you to contact the Double the Donation workforce to get began.

Our workforce 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 Present 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 properly.

Take a look at the next matching reward circulate from the Leukemia & Lymphoma Society:

Step #1: Matching presents on the group’s peer-to-peer donation kind

Matching gift integration example: donation pageMatching gift integration example: donation page

Donors are inspired to supply their employment info utilizing an intuitive, seamlessly embedded matching reward search instrument inside the donation kind. All they should do is start typing the title of their firm and choose the suitable itemizing from the drop-down menu!

Step #2: Matching presents on the group’s affirmation display

Confirmation page example from a matching gift integrationConfirmation page example from a matching gift integration

Instantly after giving, donors are thanked for his or her assist and inspired to make their contributions go additional with a match. If employment info is supplied on the shape, donors are introduced with company-specific program insights and direct kind hyperlinks to finish their requests in actual time.

Step #3: Matching presents in a follow-up e-mail

Matching gift integration example: follow-up emailMatching gift integration example: follow-up email

Inside minutes of submitting their presents, donors obtain a personalised matching reward reminder through e-mail as properly, full with firm program tips and request varieties to get began.

Step #4: Matching presents on a devoted net web page

Matching gift integration example: match pageMatching gift integration example: match page

All through their matching reward communications, donors are repeatedly inspired to be taught 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 instrument to make uncovering matching reward packages as straightforward 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 various follow-up reminders. And it’s all due to its seamless matching reward integration setup, connecting its matching reward instrument (Double the Donation) with its donation varieties, peer-to-peer software program, and extra.


Getting Began ⁠— Subsequent Steps for Matching Present 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 profit from this often-overlooked income stream.

Take motion now to leverage the total energy of matching presents. Then, watch your fundraising efforts soar whereas participating each donors and their employers in significant methods.

Able to be taught extra about matching presents and different office giving alternatives? Take a look at the next advisable assets:

360MatchPro Integrations360MatchPro Integrations

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