MATCHING – NOW IS THE TIME

1. MATCHING MATCHING – NOW IS THE TIME Preparing for the Future

2. Why Now? • Roughly 1 in 10 gifts from private donors are eligible for a matching gift. • Matching maximizes giving dollars. • About 33% of matching programs match gifts from retirees. • About 14% matching gifts made by spouses of eligible employees. • An effective matching program doesn’t require a lot of resources. • It’s do-able! • Build for the future HEP Development Educational Series

3. 2012 MATCHING OPPORTUNITIES • Partner with donors to maximize their giving dollars and build sustainable relationships. • Partner with staff to increase their effectiveness and impact. • Increase support and visibility of matching efforts for current and future years. • Use your creative, organizational, and leadership skills to make a greater contribution. HEP Development Educational Series

4. Partner with donors to maximize their giving dollars and build sustainable relationships. • Matching as a service You are helping your donors make the most of their giving dollars. They appreciate the opportunity to leverage their gifts. When economic resources diminish, how money is spent becomes more important. Many donors are unaware of this employee benefit. Educate them. Facilitate the matching process for your donors. • “Thanks for the reminder – completed company match form.” • “Thanks Linda I had no idea we had this program.” You are providing them with information about their matching program policies and restrictions that helps them make decisions about how to allocate their donations. Providing donors with detailed information about their matching program requirements & eligibility helps them make informed decisions about allocating their resources. You and your program can become a gateway to creating more meaningful relationships for your donors. Matching is as much about service & stewardship as it is about revenue. You can help create long-lasting relationships that serve both parties. HEP Development Educational Series

5. PARTNERING WITH STAFF Keep advancement staff/faculty informed of potential matching opportunities. Provide a service by becoming a matching expert who can advise and inform, and relieve them of matching responsibility. Inform advancement of matching activity, so they can better manage their budgets and responsibilities, and incorporate matching into their overall fundraising strategies. Provide drop-in marketing material that can be used in newsletters, magazines, websites, etc., so that they can focus on other activities. HEP Development Educational Series

6. SHOWCASE MATCHING POTENTIAL Matching has become an increasingly important economic factor in fundraising as other resources have diminished. Take advantage of increased interest & emphasis on matching by requesting the tools & resources needed to build your program. ROI is in your favor. What you put into place now will serve your organization as the economy and fundraising improve. HEP Development Educational Series

7. Use your creative, organizational, and leadership skills to make a greater contribution. • Every organization and their constituency is unique. Find matching strategies that fit. • Use your creativity to create effective matching tools: matching articles, graphics, web design, etc. Or bring someone in to partner with you. • Find strategies that fit your budget and staffing levels. • Your own level of commitment is an important factor. • How you utilize your time & resources will help determine the outcome. • Become the matching expert, who can knowledgeably advise internal & external constituents. HEP Development Educational Series

8. Matching: It’s Elementary! Matching thrives on employment information. Begin collecting it • Add employment fields to online giving sites. • Add employment fields to print media. • Create a pathway within your organization to insure employment information reaches you. • Keep biographical employment data current in your database. • If your budget allows, use an employment screening service. Like HEP’s Employer Find. It’s quick and fast, and will pay for itself. • If you’re budget won’t cover paid services, use Google or LinkedIn to research employment data. HEP Development Educational Series

9. Educate Your Donors • Provide donors with informational matching literature. • Direct them to your matching webpage/E-match Donor Link. • Ask your match-eligible donors to complete a matching gift application. • Use a monthly or quarterly schedule. • Ask more than once. The more you ask, the more you’ll receive. • Notify donors when their matching gift has been received. • Well, it's always nice to receive a thank-you email from my favorite representative "in paradise"!  HEP Development Educational Series

10. Spread the Word • Provide positive information in articles and publications • Showcase the benefits • Include giving and matching gift links HEP Development Educational Series

11. Matching Buck Slip Included in pledge coupon mailings. Mailed as a postcard to donors linked to an employer with a matching gift program. Included in Advancement officer donor packets. Included in mail solicitations. Placed in newsletters and magazines. Post-it notes are available through HEP. Included in solicitation mailings. HEP Development Educational Series

12. Pledge Coupons HEP Development Educational Series

13. E-Match E-Match Donor Link • Target e-messages to alumni and donor employees • Send direct links to company matching sites • The easier it is for the donor, the better the results. • Enrollment for payroll giving usually in 4 quarter • Payroll gifts have a high matching ratio HEP Development Educational Series

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16. E-Match Donor Link • OFFICIAL GIFT RECEIPT 7/22/2010 $200.00 Parent Fund 7/22/2010 $300.00 Aerospace Your employer might match this gift! Find out at www.giving.calpoly.edu/matching.html. HEP Development Educational Series

17. E-Mail Your Donors Thank you for your recent gift to Cal Poly; your generosity is indispensible to our success. If you would like to increase the value of your gift at no cost to yourself, would please take a few minutes to complete the 3M matching gift application? Matching gift programs leverage your resources and provide additional support to Cal Poly students. To create a win/win situation for everyone, all you need to do is contact your HR Department/complete and return the attached matching application/ go to www.easymatch... Gift Date Gift Amount Gift Designation 12/16/11 $50.00 Mechanical Engineering Dept. Give donors specific instructions, if possible. Provide gift information needed for matching application. Attach partially completed matching gift application. HEP Development Educational Series

18. Thank you for your recent gift to Cal Poly. Your generosity is indispensible to Cal Poly’s success. If you have already requested a match for that gift, we’re double grateful – and there’s no need to read further. But if you haven’t taken advantage of this employee benefit, would you please take a few minutes to complete a Chevron matching gift application? You can help us reap additional support from corporate matching funds for your favorite program Through matching, you can leverage your resources and provide additional support to Cal Poly students. All you need to do is ask your HR Department/complete enclosed application/go to the following link. Gift Date Gift Amount Gift Designation 11/16/11 $250.00 Art & Design HEP Development Educational Series

19. Thank your donors Thank you again for your generous gift to Cal Poly. We’re double grateful that you took the extra time and effort to increase the value of your gift through the Edison matching gift program. We recently received the matching gift, and for gift clubs and recognition purposes, the matching gift is added to your gift for a combined total. Thanks to the high caliber of our students and faculty, Cal Poly has achieved national distinction for its programs. But we know the our success depends on the generosity of supporters like you. You are the indispensible key to Cal Poly’s success. On behalf of all of us here at Cal Poly, and those yet to come, thank you for your support. Your Gift Matching Gift $500 to Nutrition on 2/21/12 $500 to Nutrition on 4/2/12 HEP Development Educational Series

20. BACK TO BASICS Online Matching Applications • An organization profile usually needs to be completed, including: Organization name & EIN/tax ID number Your contact information Foundation information, i.e. Board of Directors • All applications, e-mails, etc. should be completed/signed by just one designated person in your organization. • Keep track of account numbers, user names, and passwords for logging in. Passwords are changed annually. • Your organization should have one account number, if a second one is assigned by the matching program, request the two accounts be consolidated. HEP Development Educational Series

21. Administrative Tips • Make a copy of the matching gift application. • Do a print screen after verifying a gift online. • Write down the online gift ID #, you might need it later. • Be prepared to follow up with matching gift programs. • If matching app denied, let your donors know, as they often know when an application has been erroneously denied. HEP Development Educational Series

22. Thank you • For further information on how to get your matching gift program to the next level call 703-669-5602 or email info@hepdata.com • Your suggestions for future enhancements to products and ideas for future webinars are most welcome. Contact John Wright at jwright@hepdata.com • Presenter Linda Stark lstark@calpoly.edu HEP Development Educational Series