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“Creating a Matching Gift Program for Small Shops”

“Creating a Matching Gift Program for Small Shops” . HEP Development.

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“Creating a Matching Gift Program for Small Shops”

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  1. “Creating a Matching Gift Program for Small Shops” HEP Development HEP Development

  2. With more than 5,000 customers and 15 years experience, HEP has developed proven tools to help you identify and promote match opportunities, gain access to the highest quality prospect development information and enhance your data. • Most comprehensive Matching Gift database available Who is HEP? HEP Development

  3. Matching Gifts are “free money” HEP Development

  4. Matching Gifts • What is a Matching Gift • 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 Agenda HEP Development

  5. What is a Matching Gift? Employee Benefit Employer Agrees to Match Employee Donation To certain types of non profits Match Ratio is usually 1 to 1 – Exxon, Fidelity (2 to 1) Usually a Max per year (1K-20K) Deadlines Spouses and Retirees can also be match eligible

  6. On average, 1 in 10 gifts made to any non profit is match eligible • Over 17,222 Companies and Subsidiaries Match gifts • Over the last 3 Years we have added almost one net new company per day • Approximately 50% of the Corp. 500 have matching gift programs • Over 1.3 Billion in Matching Gifts to all non profits • LSU received check of $1 Million in Matching Gifts from one company (Exxon-Mobil) for last three years. Statistics on Matching Gifts HEP Development

  7. The American Cancer Society Quadrupled Matching Gifts over the past three years to over $12 Million dollars as did Susan G. Komen Foundation of Maryland with 5 FTE’s. Works with Large/Medium/Small non-profits. • Average Matching Gift – CAE Survey $740. 700+ Higher Education • 13% of all Matching Gift Companies match 2 to 1 or higher • 4009 of the companies match volunteer time • Telethon Survey(90+) by Ruffalo Cody – 7.1% of those contacted were matching gift eligible. They contributed 10.% of the revenues Statistics HEP Development

  8. Finding New Companies • HEP’s Research Team • Looks for and finds new companies • Clients ask us to check out companies • 30-40 changes in polices per day • Results – one net new company added per day • 800+ over last three years • Good News

  9. Failure to maximize matching gift potential is essentially leaving money on the table • Management, and administrative personnel all influence results • Just a small % increase in matching gifts is equal to thousands of dollars for most programs Would You Turn Down Free Money? HEP Development

  10. Purpose of Matching Gifts From a Corporate Perspective • Recruiting new employees • Reinforces value of high quality education with employees • Helps local colleges and universities; community • Employee retention • Shows corporate America in positive light • Tax and financial considerations for business HEP Development

  11. CASE I- 7.8% • CASE II- 7.4% • CASE III- 8.1% • CASE IV- 7.7% • CASE V- 6.7% • CASE VI- 6.4% • CASE VII- 6.3% • CASE VIII- 6.3% Does Location Matter * Stats courtesy RuffaloCODY on-campus phonathons. Numbers based on over 703,000 pledges and $65,000,000 raised in FY’11 HEP Development

  12. Creating Awareness • Within Advancement Group • Within Donor Community • Educating/ Re-Educating Donor Base • Example –Raytheon Biggest Challenge HEP Development

  13. Ways to Create Awareness • Newsletter articles • Gift Acknowledgments • Solicitations - use P.S. • Website – drive them to E-Match Donor Link Lookup Page • Brochure inserts for Direct Mail • Promotion is key to $$$

  14. HEP Development

  15. Sample Text • 17,000 plus employers will double your generous gift. Click here to see if your employer will match your gift • http://www.matchinggifts.com/bishopfeehan/

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  22. Know before you chat with a potential donor if they work for a Matching Gift Company • Measure matching gifts – report on • Have someone in charge • Major Gifts can be matched • Create a Culture of Matching Gifts • Training is available – free Visit our Learning Center www.hepdata.com What Can You Do? HEP Development

  23. 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 HEP Development

  24. Make It Easy for Donor HEP Development

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

  26. RESULTS • Bishop Feehan’s • Sept 1st 2008 – 8/31/2010 $60,106.38 • Sept 1st 2010 – 8/31/2012 $221,123.92

  27. Look Back Over Last Year’s Gifts • Find Employer Information • Fill Out Form • Volunteers can help • Most donors are NOT Aware that you are 501C3 • Most donors are not aware of employers matching gift program • Every Program is Different • Spouses and Retirees can be matched Matching Gift Suggestions HEP Development

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  31. Education on Matching Gifts • Go To Learning Center on HEP website • www.hepdata.com - Look under Matching Gift Webinars • 30 Matching Gift Webinars – All Free and Available on Demand • “16 Steps to Matching Gift Success” – Must have • MatchPoints Newsletter • Review Back Copies • Join Listserv “MATCHLIST_L” • Joint Listserv of HEP & CASE

  32. For further information contact • 703-669-5602 • Thankyou Thank you HEP Development

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