1. Matching Gift Roadmap Provided by: Double the Donation http://doublethedonation.com Jump-start your matching gift efforts. Your nonprofit can modify and share this presentation with colleagues.

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. High level overview for matching gift success Identify matching gift leader Baseline current revenue Determine information to provide donors Evaluate marketing opportunities Identify required support Set timelines 1234 56

4. We need to determine which individual and department is responsible for ensuring matching gift success ? Annual Giving Corporate Giving MembershipMajor GiftsMarketing Capital Campaigns We propose _______ department be ultimately responsible for promoting and increasing matching gift revenue

5. Current Matching Gift Status Last YearThis Year (Goal) Number of Matches Received MetricLast YearThis Year (Current)This Year (Target) # of matching gifts received XXXXX # of total donations from individuals XXXXX % of donations matched XX% Dollars received from matching gifts $XXXXX We expect employee matching gifts to generate $XXXXXXX this year It’s essential to have basic matching gift data

6. Matching Gift Maturity: Stage 4: We provide donors with matching gift forms, guidelines, and instructions across our fundraising efforts Stage 3: We list out a few matching gift companies Stage 2: We encourage donors to ask their HR departments for matching gift information Stage 1: We don’t mention matching gifts GOAL Desired Current Determine where your organization falls and what you’re trying to achieve

7. Evaluation of Current Marketing Last YearThis Year (Goal) Number of Matches Received MetricSuggested LocationCurrentlyTarget Online Methods Website navigation(Yes / No)Yes Ways to give page(Yes / No)Yes Donation screen(Yes / No)Yes Confirmation screen(Yes / No)Yes Social Media(Yes / No)Yes Emails(Yes / No)Yes Offline Methods Newsletters(Yes / No)Yes Acknowledgement letters(Yes / No)Yes Donation forms(Yes / No)Yes For additional suggested locations, details, and examples go to: http://doublethedonation.com/marketing-matching-gifts Determine where you currently promote matching gifts and set goals for modifying marketing materials

8. We anticipate needing the following support Include matching gifts in the donation process Modify acknowledgement letters Annual Giving TeamMarketing Team IT TeamMembership Team Make desired website modifications Incorporate Double the Donation’s matching gift search tool into the website (if you’re a customer) Design graphics / approve Double the Donation’s pre-made ones Allocate space in newsletters Promote on social media Include matching gift information in new member packets Create custom emails to promote matching gifts to members Remember, it’s a team effort. Outline the support you’ll need

9. Here’s our organization’s proposed timeline Funding Strategy Promote to Donors Modify Fundraising Materials Identify Opportunities 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 Ongoing4 Weeks1-4 weeks Measure, Evaluate, Improve Define metrics Quarterly tracking and reporting Develop plan to share matching gift results across the organization Ongoing July (Ongoing) June / July June November (quarterly)

10. Additional Matching Gift Resources List of top matching gift companies: http://doublethedonation.com/matching-grant-resources/list- matching-gifts-companies/ Suggested marketing locations, downloadable resources, and examples: http://doublethedonation.com/matching-gift-marketing/ Overview of Double the Donation’s matching gift service: http://doublethedonation.com/matching-gift-service/ Pricing for Double the Donation’s service: http://doublethedonation.com/pricing/