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8 Methods to Encourage Donors to Submit Worker Matching Reward Requests


As a fundraising chief, you could have put plenty of thought into easy methods to market matching items earlier than and through the donation course of. That’s nice—doing so lays a strong basis and begins rising consciousness concerning the alternative. To not point out, it permits your crew to gather much-needed knowledge factors relating to your donors’ using firms.

However for the donor, clicking submit or mailing a examine usually appears like the ultimate step. And because of this alone, many eligible matches go unclaimed⁠—thus, leading to obtainable funds being left on the desk.

The answer? Strategic follow-ups post-donation.

Getting in contact with donors after they full their items permits you to remind people of matching present packages at hand and encourage them to take the subsequent steps to submit their matching donation requests. Plus, it supplies a singular alternative to retain your group and its goal on the forefront of supporters’ minds, reiterate your mission and imaginative and prescient and spotlight key alternatives for furthering engagement.

And on this information, we’ll share eight of one of the best methods to take action. These embody the next:

  1. Educate your workers.
  2. Share tips on the affirmation web page.
  3. Hyperlink to request types and subsequent steps.
  4. Allow auto-submission performance.
  5. Ship a follow-up e mail.
  6. Decide up the telephone.
  7. Make the most of snail mail.
  8. Incorporate SMS outreach.

Don’t let your group’s matching present alternatives fall via the cracks! Incorporating these follow-up strategies permits your crew to drive extra company matches to completion, in the end guaranteeing you get the largest bang in your fundraising buck.

1. Educate your workers.

One of many first issues you are able to do to simply increase your match submission charges amongst donors includes trying inward. In different phrases, be sure that, relating to matching items, your group is cultivating a educated workers.

On the very least, each worker ought to perceive:

When your crew is supplied with a strong basis of matching present info and feels assured explaining the method, advantages, and extra, you may work collectively to create an outreach technique that’s particular to your donor base. And don’t overlook about volunteers, both!

We advocate internet hosting devoted inside coaching classes to cowl all the above info, offering in-depth assets for studying extra, and incorporating matching present info in team-wide onboarding going ahead.

2. Share tips on the affirmation web page.

Instantly following the donation course of, many donors’ engagement ranges stay excessive. That mentioned, a nonprofit’s affirmation web page or thank-you display screen is usually a helpful useful resource for selling actionable subsequent steps. On this case, it’s the most effective alternatives to start actively encouraging people to submit their matching items.

When communicated successfully, match info on the affirmation display screen could be positioned as a logical extension of the giving expertise. And while you’ve collected employment info inside the donation kind, you need to use the chance to offer company-specific eligibility standards.

When obtainable, this could embody minimal and most match thresholds, company donation ratios, qualifying staff and nonprofits, submission deadlines, and extra.

When obtainable, this could embody:

  • Minimal and most match thresholds (on common, between $34 and $3,728);
  • Company donation ratios (most usually 1:1, although some firms go decrease, resembling .5:1, or greater, resembling 2, 3, and even 4:1);
  • Qualifying staff (full-time, part-time, retired, spouses);
  • Qualifying nonprofit mission varieties (training, neighborhood service, non secular, and many others.);
  • Submission deadlines (# of months post-donation, finish of the calendar 12 months, finish of calendar 12 months plus a grace interval);
  • And extra.

Encouraging donors to submit matching gift requests on the confirmation page

3. Hyperlink to request types and subsequent steps.

Every firm that provides an identical present program is ready to set up its personal submission course of. These usually vary from paper types to on-line request portals. Nonetheless, not all employers take a proactive strategy to speaking the method to their staff. And plenty of donors could be overwhelmed by a scarcity of path⁠—even when the expertise itself is fast and simple.

Thus, you don’t need your donors to must do a ton of analysis on their very own to find out easy methods to submit their matching present. If that’s the case, they’re considerably extra prone to abandon their potential match altogether.

In an effort to streamline the expertise in your donors, offering direct hyperlinks to the types they want can go a great distance. And if that info is unavailable, sharing contact info for an individual or crew on the firm to achieve out to could be useful as nicely.

Encouraging donors to submit matching gift requests with links to request forms

4. Allow auto-submission performance.

It is sensible that the better it’s for a donor to take the steps required to submit a match request, the extra possible they’re to comply with via. That’s why Double the Donation has labored to streamline and information donors via the method for years.

Now, the corporate has developed an excellent easier method for nonprofit donors to submit match requests: matching present auto-submission.

For firms that provide this performance, staff can request their matches immediately from the affirmation screens of their favourite nonprofits. All they often must do is enter their company e mail deal with (or one other piece of figuring out info). From there, they merely click on to authorize Double the Donation to submit a match mechanically on their behalf.

Encouraging donors to submit matching gift requests with auto-submission

Auto-submission requires no redirects, and there’s no want to offer repetitive nonprofit and donation particulars inside a separate portal. Ultimately, it really works to take away roadblocks and drive extra matches to completion.

Even higher? Nonprofits trying to leverage this breakthrough providing can achieve this with ease⁠—it comes mechanically with a 360MatchPro subscription!

5. Ship a follow-up e mail.

Trying to re-engage your donors after they go away your donation web page? Ship a fast e mail that particularly asks them to comply with up and submit their matching present requests.

Encouraging donors to submit matching gift requests with email follow-ups

Make certain to include a proof of matching items and the advantages they’ll carry to your group. Plus, show the simplicity with which a donor can full their request by strolling them via the method.

High tip ⁠— Ship your follow-up e mail inside 24 hours of receiving a person donation with the intention to retain giving momentum. Matching present emails despatched inside this time-frame see a 53% open charge, which is greater than 2-3 occasions greater than the common nonprofit open charge!

Right here’s a pattern:

“Pricey Jody, thanks in your beneficiant donation to the Cat Rescue Membership. Do you know that your employer, House Depot, will match your present of $100 to our group?

Matching items allow us to help twice as many furry mates. And it’s fast and simple so that you can full your match. Click on right here to log into your organization’s matching present request portal and submit your request.”

Even higher, use Double the Donation’s 360MatchPro platform to set off customized outreach to donors. When people contribute to your trigger, they’re mechanically triaged by match eligibility. Thus, they’re despatched a focused e mail that comes with employer-specific program info. This usually consists of the corporate’s minimal and most donation quantities, match ratios, and direct hyperlinks to on-line types.

To not point out, emails could be despatched out of your group’s area and branded to match your colours, fonts, and total types. And while you leverage automation, you may guarantee every donor receives well timed and actionable follow-ups. No extra worries about potential matches slipping via the cracks, and it’s much less legwork in your crew to deal with!

6. Decide up the telephone.

To make your efforts actually stand out, think about sorting via latest donations and figuring out your prime contributors. Then, name these donors to thank them for his or her items and encourage them to submit their matching present requests.

Many donors could be pleased to help your group on this method, and taking the time to make a telephone name demonstrates the significance of donation matches to your crew.

Lack of donor consciousness is among the largest hurdles to rising matching present income. If you happen to’re in a position to briefly stroll a donor via the method and supply them with the knowledge they want, they’ll be extra prone to full their finish of the matching present request.

Be happy to make use of this pattern telephone script as a jumping-off level in your efforts: “Hello Jeff! It’s Anita from the Cat Rescue Membership. We simply needed to name and allow you to know that we’re so appreciative of your beneficiant help for our mission. Due to you, we’re in a position to feed and look after greater than 100 furry mates whereas they wait for his or her perpetually properties.

Do you know that tens of 1000’s of firms supply company matching present packages the place they comply with match worker donations to their favourite charitable causes? Our data point out that your latest donation of $1,000 is probably going eligible for a match out of your employer, Apple! All it takes is to fill out a quick on-line kind, which we are able to ship on to your e mail deal with on file for simple entry.

Would you be keen to double your influence on our trigger by submitting an identical donation request to your employer? Thanks once more!”

7. Make the most of snail mail.

Good old school postage continues to be an effective way to the touch base together with your donors! Bodily mailers can work as impactful calls to motion that encourage donors to submit their matching present requests.

This may embody:

  • Letters (handwritten or printed)
  • Postcards
  • Unsolicited mail inserts
  • Thank-you notes
  • Return envelopes

Many firms have very beneficiant matching present request submission deadlines. The truth is, this window is commonly open between three months and over a 12 months. This offers donors loads of time to get their donations doubled—even when leveraging so-called snail mail to advertise the chance.

And by sending tangible follow-ups to your supporters’ mailboxes (possible in tangent with various outreach as nicely), it may possibly assist your crew break via the ever-increasing digital muddle. In an effort to preserve your prices down, think about reserving junk mail advertising and marketing in your highest-value matching present alternatives.

Encouraging donors to submit matching gift requests with direct mail

8. Incorporate SMS outreach.

Cellular outreach is turning into an more and more standard methodology of communication for nonprofit fundraising. Think about incorporating this channel into your group’s technique as nicely. It’s an effective way to achieve your donors precisely the place they’re⁠—wherever they’re⁠.

The truth is, latest research point out that textual content message advertising and marketing boasts open charges of as much as 98%, in comparison with solely 20% open charges for emails. Folks are inclined to all the time have their cell telephones on them⁠, making SMS an efficient outreach methodology, significantly for the on-the-go donor.

For one of the best outcomes, matching present textual content messaging must be brief, candy, and to the purpose⁠—as in comparison with a follow-up e mail that will incorporate longer blocks of textual content. Inform or remind donors about matching present alternatives and supply direct hyperlinks to further assets and subsequent steps.

Encouraging donors to submit matching gift requests with SMS outreach

All in favour of streamlining and elevating your textual content messaging efforts? Presently, automated matching present textual content streams can be found for 360MatchPro Enterprise purchasers to utilize!


Subsequent Steps

The best solution to encourage donors to submit their matching present requests is to say matching items as usually as attainable. Embrace company matching info in your acknowledgment letters, emails, textual content messages, and extra. You may even combine a extra generalized strategy by leveraging your web site, social media posts, and common newsletters, too.

The underside line is that the extra your donors hear about matching present alternatives (and the widespread advantages which might be concerned), the extra possible they’re to participate when the time comes. And the extra customized your outreach, the higher!

Able to be taught extra? Dive into our different academic assets on matching present ideas and finest practices:

Encourage donors to submit employee matching gift requests with Double the Donation

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