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

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
Determine what information to provide donors
Evaluate marketing opportunities
Identify any additional required support
Set timelines

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

5. 2. Current Matching Gift Status
Metric
Last Year
This Year (Current)
This Year (Target)
# of matching gifts received
XXXXX
# of total donations from individuals
% of donations matched
XX%
Dollars received from matching gifts
$XXXXX
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
Metric
Suggested Location
Currently
Target
Online Methods
Website navigation
(Yes / No)
Yes
Ways to give page
Donation form
Confirmation screen
Social Media s
Offline Methods
Newsletters
Acknowledgement letters
Donation forms
For additional suggested locations, details, and examples go to:

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 s to promote matching gifts to members

9. Identify Opportunities Measure, Evaluate, Improve
6. Our proposed timeline
June
June / July
July (Ongoing)
November (quarterly)
Identify Opportunities
Modify Fundraising
Materials
Promote to Donors
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 Matching Gift Resources
List of top matching gift companies:
Suggested marketing locations, downloadable resources, and examples:
Pricing for Double the Donation’s services: