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


Matching presents supply 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 understand their full matching reward potential, largely as a consequence of a scarcity of program consciousness and inadequate sources for selling the chance. Thankfully, 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 thing 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 terms of profiting from matching presents, equipping your workforce with the best 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 ways!

Technique #1: Implementing our search device in your donation pages.

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

Donation Kind 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 benefit from their employer’s matching reward applications whereas actively giving to your trigger. This helps enhance the chance of receiving matching presents by concentrating 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 usually re-routed to a affirmation display. For one of the best outcomes, we advocate putting Double the Donation’s matching reward device 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 kinds (if an employer was chosen in the course of the earlier step) or affords a further alternative to go looking 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 in the course of 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 affords a possibility to finish the auto-submission course of. When an organization permits this selection⁠—by means of 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 firms with auto-submission enabled, search for CLMA-designated employers within the database search device!)

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

The subsequent sort of device you may combine with matching presents is your CRM or donor administration system. Whereas a donation web page integration entails 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 workforce to establish 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 doubtless eligibility for matching presents, with devoted streams for eligible, doubtless ineligible, and unknown recipients, making certain every supporter receives essentially the most related info attainable.

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

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

Our closing technique entails 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 enables guests to simply uncover info relating to matching presents, together with how the applications work, methods to establish eligibility standards, methods to submit the suitable kinds, and extra.

By having a centralized location that educates donors about matching presents, you may drive consciousness, finally resulting in extra matching reward submissions. Plus, it offers your workforce 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 establish their eligibility and observe their employment information 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 generally is a game-changer for nonprofits seeking to maximize their fundraising efforts. Nevertheless, understanding the method and making it work seamlessly can elevate loads 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 most typical 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 prone to be a major disparity when it comes to matching presents you qualify for versus matching presents you truly 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 affords 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 means of the submission course of. This helps scale back friction within the course of, which ends up in missed alternatives, and finally will increase the chance of securing matching funds. Consequently, organizations that implement matching reward automation can count on 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. In reality, 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 predominant donation type and your CRM (together with any peer-to-peer software program you could have!), you create a complete system that captures eligible matches at varied levels of the donor journey.

A donation type integration permits donors to immediately see if their employer affords matching presents in the course of the giving course of, whereas a CRM integration helps your workforce observe and observe up with donors who might have given offline and, subsequently, might not have been recognized as such in any other case. Combining these strategies ensures you maximize matching reward alternatives and scale back the chance of accessible matches slipping by means of the cracks.

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

How difficult is the matching reward integration course of?

The method of organising your matching reward integration can appear a bit intimidating at first. Thankfully for you, Double the Donation and its in depth community of integration companions have already taken care of the arduous 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 advanced 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 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 nearly all of fashionable 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 techniques, 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 associate listing for extra detailed info.

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

If Double the Donation doesn’t at the moment 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 can even contact our workforce to advocate for a brand new integration, as we’re all the time desirous to broaden our community of partnerships. Our objective is to make sure organizations like yours have entry to one of the best instruments for maximizing matching reward alternatives!

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

If you happen to’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 creating 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 supply 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 wished to stroll you thru an instance of a company doing this effectively.

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

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

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

Donors are inspired to offer their employment info utilizing an intuitive, seamlessly embedded matching reward search device throughout the donation type. 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 offered on the shape, donors are offered 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

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

Inside minutes of submitting their presents, donors obtain a customized 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 internet web page

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

All through their matching reward communications, donors are constantly 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 robust firm search device to make uncovering matching reward applications as straightforward as attainable.

As you may see, LLS makes use of each alternative to interact its viewers with matching presents⁠—from the preliminary contribution to a variety of follow-up reminders. And it’s all due to 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 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 benefit 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 beneficial sources:

360MatchPro Integrations360MatchPro Integrations

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