DID YOU KNOW? 65% of Fortune 500 companies and many other smaller companies match employee donations to a wide range of nonprofits.

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Matching Gifts 1

2 DID YOU KNOW? 65% of Fortune 500 companies and many other smaller companies match employee donations to a wide range of nonprofits.

3 What are Matching Gift Programs? A matching gift program is a corporate philanthropy program designed to support the nonprofits which a company s employees are passionate about by matching donations made by employees.

4 Can you guess which company created the world s first matching gift program? 01 02 03 04 05 06 Boeing General Electric General Motors IBM Kelloggs Proctor and Gamble

5 General Electric Launched the world s first matching gift program in 1954 $38,100,000 Total amount matched last year $1,322,962,765 Cumulative amount matched since the program was launched

Components of Matching Gift Guidelines Employee Eligibility (Full-time almost always eligible, part-time and retirees sometimes) 6 Submission Process (Increasingly electronic) Matching Gift Ratio (Usually 1:1. Sometimes.5:1, 2:1, or 3:1) Guidelines Minimums and Maximums Min: $25 $100 Max: $1,000 $20,000 Submission Deadlines (6 12 months or Feb. / Mar. of the following year) Nonprofit Eligibility Either most 501(c)(3) organizations or restricted to certain broad categories of nonprofits

7 Matching Gifts are Underutilized Lack of Awareness Many donors have never heard of matching gift programs Not front-of-mind Matching potential doesn t cross the minds of many donors Unknown process Many donors have no idea how to submit their matching gifts Just forgot Well intentioned donors mean to submit their matches but just forget We estimate that $4-$10 Billion in matching gift funds go unclaimed annually.

8 Top Matching Gift Companies Which companies offer the best matching gift programs and what makes for a strong program?

9 Top Matching Gift Programs What makes them so great? Employee Eligibility The company matches donations from a wide range of individuals such as full-time, part-time, retirees, spouses, etc. Nonprofit Eligibility A wide range of nonprofits and educational institutions are eligible. Match Ratio The company has a generous matching gift ratio. Submission Deadline There is a grace period for eligible donors to submit their matching gift requests. Match Amounts The company has low minimums and high maximums. Submission Process Individuals can quickly and easily submit their matching gift requests.

10 General Electric Generous limits and the creator of matching gift programs Employee Eligibility Employees, retirees, and surviving spouses Match Ratio Dollar for dollar Match Amounts $25 - $25,000 annually Nonprofit Eligibility Nearly all 501(c)(3) organizations or educational institutions and UK nonprofits Submission Deadline Registered by the donor by April 15 th of the following year Submission Process Easy online submission process

11 Microsoft The highest employee participation rate Employee Eligibility Full-time and part-time employees Match Ratio Dollar for dollar Match Amounts $25 - $15,000 annually Nonprofit Eligibility Nearly all 501(c)(3) organizations and educational institutions Submission Deadline Within 12 months of the donation date Submission Process Easy online submission process

12 State Street Fundraising matches and global employees eligible Employee Eligibility Recently expanded to global workforce Match Ratio Dollar for dollar Match Amounts Up to $35,000 annually per employee based on role. Fundraising match of up to $5,000. Nonprofit Eligibility Nearly all 501(c)(3) organizations and educational institutions. Global organizations eligible. Submission Deadline Requests that matches be submitted in a timely manner. Submission Process Easy online submission process

13 Marketing Tips and Examples What should you be doing to increase your matching gift revenue?

Use Double the Donation s Matching Gift Tools For Free from 11/14/17 12/12/17 14 Learn more at: https://doublethedonation.com/giving-tuesday/

15 Keys to Increasing Matching Gift Revenue Your nonprofit wants to both prompt donors to submit their matching gift forms and make it as easy as possible to do so.

Newsletters 16 Charcot Marie Tooth Association (CMTA) Email Newsletter Use our Free Matching Gift Giving Tuesday Resources: https://doublethedonation.com/giving-tuesday/

Social Media 17 Strategy Social media is a great way to engage your digitally savvy donors and volunteers to submit matching gifts. Scheduling messages on a recurring basis is an easy way to appeal to supporters without asking for an additional donation. National Kidney Foundation Facebook Post

Acknowledgement Emails 18 Strategy You re already emailing or mailing thank you letters to donors. Modify these letters to promote matching gifts. It s an easy step, but it can make a big difference in matching gift awareness. Piedmont Healthcare Foundation Features a graphic and text link that takes donors to their match page

Dedicated Matching Gift Page 19 With a matching gift plugin from Double the Donation TIGER KIDS Illustration Design 535 ASPCA (American Society for the Prevention of Cruelty to Animals Dedicated matching gift page using Double the Donation s plugin WOLF KIDS Branding Company Strategy Create a matching gift page for your nonprofit where you provide donors with company specific matching gift forms, guidelines, and instructions. Then share this page with your supporters. Consider this page your matching gift command center, your hub. 535 From 11/14/17 to 12/12/17 direct your donor to: https://doublethedonation.com/giving-tuesday/

Donation Pages 20 Sample Donation Form Streamlined Search Added Enables individuals to enter their company then present matching gift forms and guidelines on the confirmation page Strategy Sample Donation Form Full Search Tool Enables individuals to access matching gift forms and guidelines Engagement is at its highest during the donation process. It s a great time to promote matching gifts. Raise awareness when donors are at their most receptive.

Confirmation Screens 21 Search for Common Ground The confirmation screen directs donors to their dedicated match page Morris Educational Foundation Adds Double the Donation s plugin on the donation confirmation page Strategy New donors clearly care about your organization. Provide match information immediately after the donation process. The sooner a matching gift request is submitted after a donation, the better. Match details placed directly on the confirmation page encourage immediate action.

22 Double the Donation Special Offer Utilize Double the Donation s tools for free during Giving Tuesday

Use Double the Donation s Matching Gift Tools For Free from 11/14/17 12/12/17 23 Learn more at: https://doublethedonation.com/giving-tuesday/