1. How Bishop Feehan Dramatically Improved Matching Gifts HEPdata

2. Matching Gifts are “free money”

3. History of Bishop Feehan matching gifts: 9/1/2005 – 8/31/2010 - 112K 9/1/2010 – 8/31/2015 – 480K 96K Average for Last Five Years

4. Agenda Matching Gifts Key statistics on Matching Gifts Creating Awareness Leveraging past donations Finding Matching Gift Eligible Donors Using Your Website Promoting links to your matching gift lookup page

5. Statistics on Matching Gifts On average, 1 in 10 gifts made to any non profit is match eligible Over 23,000 Companies and Subsidiaries Match gifts In 2014 Exxon-Mobil donated $34.4 million in Matching Gifts Approximately 50% of the S & P 500 have matching gift programs At Fidelity First $1,000 matched 2:1; next $2,500 matched 1:1 for a total annual maximum of $4,500. Over 1.3 Billion in Matching Gifts to all non profits Univ of Texas Austin received check of $ $1.456 million in Matching Gifts from one company (Exxon-Mobil).

6. Statistics on Matching Gifts Average Matching Gift – CAE Survey $917. 600+ Higher Education 13% of all Matching Gift Companies match 2 to 1 or higher. 4009 of the companies match volunteer time

7. Bishop Feehan Chronology of Events ◦Meeting with John Wright - August 2010 ◦Leveraging HEP = Sept 2010 ◦Dramatic Increase in Matching Gifts  Past Five Years

8. Biggest Challenge Creating Awareness ◦Within Advancement Group ◦Within Donor Community ◦Develop and perpetuate a “culture of matching” ◦Educating/Re-Educating Donor Base  Example – Raytheon

9. Newsletter articles Alumni publications Gift Acknowledgments Website – drive them to Lookup Page Brochure inserts for Direct Mail Promotion is key to $$$ Other Ways to Create Awareness

15. What Can You Do? Know before you speak with a potential donor if they work for a Matching Gift Company Measure matching gifts – run reports Have someone in charge Major Gifts can be matched Create a Culture of Matching Gifts Free training is available at www.hepdata.com www.hepdata.com

16. Happy New Year! On behalf of Bishop Feehan, thank you very much for your generous gift ($250 from 1/10/12) to our Annual Fund As you know, Covidien will match your gift on a 1:1 basis. To that end, could you complete Part # 1 on the attached form and fax back to us (Attn: Lisa Dean -- 508-226-1135)? Alternatively, you can scan and send a PDF via email. Whatever is easier for you. Covidien's match will effectively double the value of your gift to the school (from $250 to $500)! Thanks again for your ongoing support of Bishop Feehan! All the best. Chris

17. Make IT Easy For Donor Hi Chris here’s the completed Covidien match form. Thanks for making it so easy! Signed Donor

18. Make it Easy for Donor

19. 16 Steps to Matching Gift Success

20. Turning Data into Dollars Determine the 10-20 largest matching gift eligible employers of your friends and donors and make your corporate fundraisers aware of that potential revenue stream for when they interact with the companies. Ensure your major gift officers are informed about their prospects who are Matching Gift eligible. Matching gifts and major gifts go together and having knowledge of details like preferred matching rates and if the prospect is a board member of the company is powerful information to add into a negotiation for the next gift.

21. Establish and maintain good follow-up processes for reminding matching gift programs of matches requested and pending fulfillment. –

22. Create awareness and promote your matching gift program by: Including reminders (leaflets/brochures/customized text) on matching gift potential in all appeals and acknowledgments. Highlighting successes where possible. Offering a toll free matching help line or similar assistance to donors who might need help in determining match eligibility. Including awareness copy in all newsletters, emails, magazines. Incorporating an embedded link to website page in all electronic correspondence through which donors can check their matching gift eligibility and possibly obtain the actual forms they need to complete and submit. Using Post-it note reminders from time to time.

23. Be aware of the total matching gift potential for the fiscal year and consistently measure how you are doing. Clearly define staff roles and responsibilities for matching gift solicitation and fulfillment processes. Have clearly scheduled and maintained programs for the collection and maintenance of employer information on your donors and keep it up to date especially on recent donors (last 3-4 years

24. Take advantage of the information you store in your donor database by producing customized fact sheets with the donor’s specific company guidelines and your special message. Send out reminders to those matching gift eligible donors that include matching gift forms and employer update cards. Ensure that your telefund callers have a script for verifying and asking for employer information and reminding alums and donors alike of the possibility of matching gifts; input or import matching data into phonathon software.

25. Keep abreast of current matching gift trends and program strategies by participating in listserv discussions and other educational opportunities. Obtain a copy of Matching Gift Administration as a reference and training guide. Available from HEP/Case. http://case.hepdata.com/mga_fourth.htm l http://case.hepdata.com/mga_fourth.htm l Create a “culture” for matching gifts throughout the organization.

26. Develop a cross functional matching gifts workgroup – particularly effective for larger and more complex organizations where a focus group with members from multiple units can help define best matching gift strategies and processes for the organization. Produce packets with matching gift forms and instructions that can be provided at meetings with potential donors. Thank donors who have secured matches and/or provided employer updates and also companies that make you aware of any changes in their matching gift program parameters. -

27. Thank you Questions? Handout: 16 steps to matching gift success

28. Questions Chris Copley (508) 226-7411 ◦ccopley@bfhs.dfrcs.orgccopley@bfhs.dfrcs.org John Wright 410-849-2461 jwright@hepdata.com