Matching Gift Roadmap

1. Matching Gift Roadmap Jump-start your matching gift efforts. Your nonprofit can modify and share this presentation with colleagues. Provided by: Double the Donation http://doublethedonation.com

2. About this presentation Double the Donation, a provider of matching gift tools and services for nonprofits, created this presentation to help nonprofits jump-start their matching gift discussions. We encourage individuals to customize the slides for their own organization.

3. Steps to Success: How the (organization name) team can improve our matching gift efforts 01 02 03 04 05 06 Identify a matching gift leader within the organization Baseline current revenue Determinewhat information to provide donors Evaluate marketing opportunities Identify any additional requiredsupport Settimelines

4. We need to determine which individual and which departmentis responsible for ensuring matching gift success We propose that the _______ department shouldbe ultimately responsible for promoting and increasing matching gift revenue

5. 2. Current Matching Gift Status We expect employee matching gifts to generate $XXXXXXX this year

6. 3. Narrow in on matching gifts We don’t mention matching gifts We encourage donors to ask their HR departments for matching gift information We list out a few matching gift companies We provide all match-eligible donors with matching gift forms, guidelines, and instructions across our fundraising efforts Determine where your organization falls and what you’re trying to achieve

7. 4. Evaluation of Current Marketing Determine where you currently promote matching gifts and set goals for modifying marketing materials For additional suggested locations, details, and examples go to: http://doublethedonation.com/marketing-matching-gifts

8. Remember, it’s a team effort. Outline the support you’ll need 5. Determine where you currently promote matching gifts and set goals for modifying marketing materials Annual Giving Team Marketing Team • Include matching gifts in the donation process • Modify acknowledgement letters • Design graphics / approve Double the Donation’s pre-made ones • Allocate space in newsletters • Promote on social media IT Team Membership Team • Make desired website modifications • Incorporate Double the Donation’s matching gift search tool into the website (If you’re a Double the Donation customer) • Include matching gift information in new member packets • Create custom emails to promote matching gifts to members

9. 6. Our proposed timeline June / July July (Ongoing) November (quarterly) June IdentifyOpportunities Modify Fundraising Materials Promote toDonors Measure, Evaluate, Improve 1-4 weeks 4 Weeks Ongoing Ongoing • Determine our matching gift goals • Evaluate the matching gift tools and services available to nonprofits • Get buy-in and support from colleagues and departments • Create year-long matching gift marketing calendar • Finalize marketing locations • Develop targeted fundraising strategies for each channel • Work with colleagues to modify the website and offline marketing materials • Ensure matching gifts are being promoted to donors • Incorporate matching gifts into new donor communications • Define metrics • Quarterly tracking and reporting • Develop plan to share matching gift results across the organization

10. Additional MatchingGift Resources List of top matching gift companies: http://doublethedonation.com/matching-grant-resources/list-matching-gifts-companies/ Suggested marketing locations, downloadable resources, and examples: http://doublethedonation.com/matching-gift-marketing/ Pricing for Double the Donation’s services: http://doublethedonation.com/pricing/