1. 1Marquette University Five Strategies for Matching Gift Success Amanda Cose & Julie Nurse Director and Assistant Director of Gift Services Marquette University

2. 2  Overview of Marquette University and University Advancement  What is a matching gift  Matching gifts at Marquette  Five strategies for growing a matching gift program  Maintaining our records  Limitations and challenges  Conclusion Agenda

3. 3Marquette University Overview of Marquette University and University Advancement

4. 4Marquette University Overview of Marquette University and University Advancement

5. 5Marquette University  You’ve heard before, and we’ll say it again… Free Money! In addition to the revenue, matches motivate our donors to give and take full advantage of maximizing their contribution  Matching gifts are a part of charitable giving programs set up by corporations in which the company matches donations made by their employees to eligible nonprofit organizations.  A sample of qualified organizations that (typically) qualify: Educational institutions Healthcare based organizations Arts and cultural organizations Environmental organizations Community based social services  A sample of qualified organizations that (typically) are restricted: political organizations, sports teams, certain religious organizations such as churches.  Programs are built on trust with a shared benefit for all parties involved. What is a matching gift?

6. 6Marquette University What is a matching gift? Where it all began: the General Electric Foundation, 1954

7. 7Marquette University  Over $2.5 million since FY09  Averaging over $500,000 per year  Goal of increasing percentage of matching gift revenue to total fundraising revenue Matching gifts at Marquette

8. 8Marquette University Matching gifts at Marquette

9. 9Marquette University Matching gifts at Marquette

10. 10Marquette University Five strategies for growing a program ▪ 1 - Establish a Culture of Matching Gifts ▪ Fundraising/development staff is key to success – keep them informed! Link matching gifts to individual solicitor credit for increased fundraiser incentive to pursue matches Provide fundraisers with frequent lists: Managed prospects who work for companies that match gifts Managed prospects who have recently made gifts and work for companies that match gifts Inform donors of match potential (more about this later) Make it easy to obtain information (utilize online giving website) Establish an internal contact person for matching gifts (Julie serves as contact for MU)

11. 11Marquette University Include language in acknowledgment letters and confirmation emails for online giving: P.S. Did you know that you can double the impact of your gift to Marquette? To find out if your employer has a matching gift program, visit www.matchinggifts.com/marquette. www.matchinggifts.com/marquette Create matching gift inserts to accompany solicitations and pledge reminders Make note of matching gifts on direct mail pieces Provide matching gift information on your giving website Five strategies for growing a program ▪ 2 - Market the Program ▪

12. 12Marquette University Five strategies for growing a program ▪ 2 - Market the Program ▪

13. 13Marquette University Five strategies for growing a program ▪ 2 - Market the Program ▪

14. 14Marquette University  The best way to get a match is to ask!  Utilize Phonathon callers “I see you work at ________. Let me see if _________ will match your gift.” “Great, it appears that your employer will match your gift. Just to let you know, you’ll need to go to your human resources department and they will give you a form that you should send in with your contribution.”  We mail a quarterly letter to anyone who has made a gift in the last quarter and may be eligible for a match (excluding those who have already requested a match)  Next year, we plan to mail a postcard instead of a letter Five strategies for growing a program ▪ 3 - Solicit Matching Gifts ▪

15. 15Marquette University Five strategies for growing a program ▪ 3 - Solicit Matching Gifts ▪

16. 16Marquette University  Acknowledgments  Thank you to donor when gift is matched  Thank you/tax receipt to company  Recognition  Matching gifts count toward inclusion in annual giving society, the President’s Society Five strategies for growing a program ▪ 4 - Stewardship ▪

17. 17Marquette University  Know the matching gift companies that are in your database  Store information about matching gift companies in their donor record  Keep current employment data on your constituents  Share data with relevant contacts across the division Five strategies for growing our program ▪ 5 - Make Use of Good Data ▪

18. 18Marquette University Weekly / Ongoing  Verify all pending forms (paper & online) CASE’s four-point test. Is this an eligible: gift, donor, organization and purpose?  Enter pledges in the Raiser’s Edge for all verified match requests  Gift entry of matching gift funds that have been received  Update our data with employment information, as received Quarterly  Run matching gift potential letter of donors from previous quarter  Thank you letters to donors whose gifts were matched  Receipts sent to companies that have matched gifts in the previous quarter Annually  Follow-up with all outstanding match requests / pledge balances  Review outstanding pledges in the Raiser’s Edge, write-off balances Maintaining our records

19. 19Marquette University Maintaining our records

20. 20Marquette University Creating an effective way to follow up with unfulfilled verifications and declined contributions Logistics of maintaining online logins Matching contributions that were originally made through a donor-advised fund In most cases, individual donors may not receive quid pro quo as a result of a matching gift from their employer Confirming volunteer hours Verifying recurring gifts such as payment plans and installments Limitations and challenges

21. 21Marquette University  HEP Data: www.hepdata.comwww.hepdata.com  HEP/CASE Matching Gift Community (formerly Matchlist_L Listserv) The HEP/CASE Matching Gift Community is dedicated to connecting fundraising professionals who work with matching gifts. It provides a candid and open communication channel to allow fundraisers to share their experience and to benefit from the experience of others. You do not need to be a member of CASE to join the HEP/CASE Matching Gift Community. To join the HEP/CASE Matching Gift Community, you will first need a CASE account. Once your account has been created or confirmed, visit community.case.org, log in, and select My Profile > Subscriptions > Matching Gifts. There, you can customize your message preferences. For more information, visit the CASE subscriptions page.a CASE accountcommunity.case.orgsubscriptions page  Supporting Advancement: www.supportingadvancement.com  CASE: www.case.org  Fund Services: www.fundsvcs.org Resources

22. 22Marquette University Amanda Cose Director, Gift Services amanda.cose@marquette.edu 414-288-4467 Julie Nurse Assistant Director, Gift Services julie.nurse@marquette.edu 414-288-4515 Conclusion