DEVELOPING A CORPORATE MATCHING GIFTS PROGRAM

Kids Alive InternationalApril 15, 2014

WHY HAVE A PROGRAM?▪ 20,000+ companies offer

matching gifts programs

▪ Only a small percentage of employees know about the program or how to access it

▪ Even simple tools and marketing can have a great impact

▪ Opens possibilities of larger grant funding from corporate foundations

How far do we want to go/can we go to make it easy for

our donors to access matching

gifts?

Easy!

How do employees

or how does Kids Alive access the matching

gifts?

How?

What companies

offer matching

gifts programs?

Who?

EXAMPLES OF CORPORATE MATCHING GIFTS SUCCESS?▪ Susan G. Komen for the Cure of Maryland

▪ Identified six times the number of match-eligible donors one year after starting

▪ Confirmed 158 matching gifts from 27 companies and 352 additional matches identified

▪ Recognized an overall 20% rise in giving

▪ American Cancer Society▪ Grew gifts from $2 million to $10 million over 5 years

WHAT TYPES OF GIFTS ARE INCLUDED?▪ Dollar for Dollar Donations

▪ Percentage, Ratio, or Flat Amount Donations

▪ Volunteer Hour Compensation

▪ Also could include Patron-Lead Giving (Kickback programs)▪ General purchase % (Amazon Smile)

▪ Specific item donation (Burgerhaus)

Can be hourly compensation of

$10-$15/hr

Can be flat rate thresholds of $250 for 10

hours+ or $500 for 50 hours+

(examples)May or may not be connected to

where they volunteer

Volunteer

Some companies match at a

2 or 3:1 ratio while others

give a flat designated gift of $250, $500,

$1000, etc

%, Ratio, Flat

Min/Max amounts

Qrtr/Ann contributions

Employee directed and

sourced

$ for $

HOW DO WE IMPLEMENT THE PROGRAM?▪ Organization-wide buy in with individual team roles

▪ Phased implementation or full integration at outset

▪ Dedication of resources

Strategize Implement Evaluate Grow

Development Research Donor conversations Analyzing reports Acquiring info

Accounting Coding and receipting

Donor conversations Reporting Automated

tracking

Media/Comm In house or 3rd party tool Marketing pieces Source code logic Utilize new tools

Leadership Donor philosophy Monitor Benchmarks Staffing/resources

HOW WILL WE IMPLEMENT IT?DEVELOPMENT DECISIONS

▪ Who is the designated champion?

▪ Will we design the program to support the donor’s giving or maximize dollars?

▪ How will we acquire needed information?▪ Employer

▪ Company matching gift acceptability

▪ What do we need to track in order to evaluate?

HOW WILL WE TRACK IT?ACCOUNTING DECISIONS

▪ Who is the designated champion?

▪ Will we encourage donors to pursue a matching gift in our conversations with them?

▪ Is related giving enough or does there need to be additional coding?

▪ Do the gifts automatically go to the donor designated project or to general funds?

▪ Can giving receipts and/or stuffers include mention of program?

▪ Will receipt letters be rewritten to include employee info and/or introductory info about Kids Alive?

OPPORTUNITIES FOR ENGAGEMENT

Ease of use for donors

Greatest dollar impact

Receipt mention/stuffer

Forms for specific companies in office

Ask/mention in donor calls

3rd party solutions

Newsletter mention

Specific appeal

Donor supply company name and matching info at donation

Donor supplied company info to follow-up

Sending donation info directly to company on behalf of donor

Focusing on companies that offer better than 1:1 matches

HOW WILL WE COMMUNICATE IT?MEDIA/COMM DECISIONS

▪ Who is the designated champion?

▪ How will we communicate the program?▪ Print media (newsletters/appeals)

▪ Online (website/social media)

▪ Electronic (email newsletters/appeals)

▪ How will we acknowledge participating donors/companies?

▪ Will we utilize 3rd party solutions?

HOW WILL WE EVALUATE IT?LEADERSHIP DECISIONS

▪ Who is the designated champion?

▪ How do we benchmark against other organizations?

▪ What is the resource tipping point to cause change?▪ Money

▪ Time

▪ Over what time frame do we evaluate?

3RD PARTY SOLUTIONSDouble the Donation

▪ Online match search tool

HEP Development Services

▪ Online match search tool plus a variety of marketing tools

SO WHERE DO WE GO FROM HERE?

Corporate Matching Gifts