MATCHING ON A BUDGET

1. MATCHING ON A BUDGET If you don't know where you are going,you'll end up someplace else.Yogi Berra

2. SHRINKING RESOURCES? • Higher Education Funding Cut by $89 Billion Over 10 Years. • Higher Education: On It’s Own in a Stagnant Economy. • Reduced staffing levels. • Decreasing financial resources. • Increased job duties, higher expectations. • Higher staff turnover. • Loss of institutional knowledge.

3. How can we negotiate the future? Many people say what they can’t do. The interesting people tell us what they CAN do. What do you bring to the party? Assess your strengths, and bring in the expertise of others. New ideas: Chaos in the world brings uneasiness, but it also allows the opportunity for creativity and growth. Tom Barrett One good idea often leads to another. Have fun with it. This could be an opportunity to employ some unused skills or strengthen some skills & abilities that have been underutilized. Commitment: "The only limit to your impact is your imagination and commitment." --Anthony Robbins Start our with an open-ended attitude. Focus on what you CAN do. Organization: Failing to plan is planning to fail. Alan Lakein Start with one or two short-term goals. Once you have gained some experience and a better understanding of the process, formulate 6-months and 1-year goals. Personal Responsibility: Never underestimate the power of one! Figure out what you can do, then do it. Success on any major scale requires you to accept responsibility . . . . In the final analysis, the one quality that all successful people have is the ability to take on responsibility. — Michael Korda, Editor-in-Chief, Simon & Schuster

4. Why matching? Why now? • Over 13,000 companies match employee gifts to charitable organizations. • Employees must complete a matching gift application. • Organization verifies the gift with the employer matching program. • Eligibility requirements must be met. • Matching gift checks or EFTs are issued to the organization. • About 1 in 10 gifts from private donors are eligible for matching=10% revenue increase. • Donor Service/Stewardship-helps donors maximize their giving dollars. • Low startup costs-less than $2000 annually. • Low administrative costs. • Future fundraising efforts will benefit from the implementation of a matching program. What is a matching gift? Benefits of Matching.

5. Companies with Matching Gift Programs • Boeing • Walt Disney • State Farm • Kraft Foods • Intel • IBM • Lockheed Martin • Anheuser-Busch • AT&T • Chevron • Northrop Grumman • St. Jude’s • PricewaterhouseCooper • Ernst & Young • Wells Fargo • Bank of America • Toyota • Pepsi • Parker Hannifin • PG&E • Edison • General Electric • J.P. Morgan Chase • Rockwell Automation • Valero • Yahoo • Microsoft • Johnson & Johnson • KPMG • BASF Over 13,000 matching programs Help donors make the most of their giving dollars.

6. Identify Your Environment • Financial resources • Determine annual budget for matching expenses. • $1000-$2500, including HEP services • Staffing • Who will administer the program? • Matching programs require one organization representative. • Multiple matching administrators will create problems. • Determine in-house resources. • Graphic designers. • Public relations staff. • Good writers.

7. Basic ToolsWhere to Start • Rubber Stamps: to complete matching gift applications. • Tax ID/EIN #, organization name, address, phone & fax numbers, e-mail address, web address, title. • Reduces processing time, puts less stress on staff. • BRE envelopes. • Mail applications to donors with BRE enclosed. • Improves response rate. • Method of tracking matching applications. • Make a copy before mailing. • Consider using matching gift coupons. • Keep a file of all completed applications waiting for payment. • Never underestimate the power of a pen with blue ink • Matching applications require your original signature, black ink can and will be mistaken for a copied signature.

8. KEEPING TRACK OF YOUR APPLICATIONS Matching Gift Coupon Completed when a matching application is received Attached to copy of application and filed by company name

9. Sample Matching Applications • Using stamps • Using AdobePro8

10. Stamped Application. It’s not as pretty, but it gets the job done. Anyone can complete application. Only the designated matching representative should sign, no matter what the title field says. No money in the budget for stamps? Then complete by hand. Xstamper has the best prices. They are not paying me to say this.

11. Use AdobePro8 To complete fields. Improves donor response. You’ve demonstrated your care & concern. Save application into a master file for future use. Available from GiftPlus Online. Can research using Google.

12. Marketing Your Program Targeting Off-campus and On-campus Constituents • Budget Friendly Strategies • Use electronic and print media to advertise/market your matching program. • Direct donors to their HR Department or E-Match Donor Link to ask about matching as an employee benefit. • Ensure the contact information for your matching representative is easily available for donor inquiries. • Market matching to your on-campus constituents. Explain how matching works, and who benefits from matching gifts. Schedule short one-on-one meetings with key staff/faculty. • When a matching gift is received, notify the department receiving the gift. • Make referrals for wealth screening for your matching donors; add value to your job and improve team function. • Use Google & Linked-In to collect and record employment data to determine matching eligibility.

13. Marketing to Donors-Your Essential Tasks Increase donor awareness of matching programs. • Inform donors of this employee benefit and how it works. • Market matching in newsletters, solicitation pieces, magazines, and on your website. Educate donors on the value and impact of matching. • Doubling the value of their gifts at no cost to themselves is an attractive proposition. • Let them know that the matching gift will go to the same program as their original gift. Promote giving through payroll deductions. • Employee makes an annual pledge, which is paid quarterly through payroll deductions. • Matching gifts are paid, usually without the need to complete a matching application. • Matching ratio is about 90%, low administrative costs and overhead. Consider your matching program as a service to your donor. • Help them maximize their giving dollars. • Thank donors for submitting a matching application. • Notify donors when matching gifts received. • Create a stewardship component.

14. E-Match Donor Link Online matching page Informs, educates Links to matching program, or directs donors to their HR Link to online giving page

15. Takes donors directly to employer’s matching gift program or online link. Gives donors the capability of researching gift eligibility, so you don’t have to do it. Easy to use, helps overcome donor reluctance to complete their matching application.

16. E-match Donor: Link-what the donor sees Link to application Link to program guidelines Application procedure Contact Information

17. E-Match Donor LinkA Multi-Use Tool HEP Product • Donors research eligibility, not you. • Saves you time & resources. • Search field is multi-functional with built-in flexibility. • Place on web and online giving pages. • Will give you and your constituents access to basic matching program requirements and application process. • Provides matching gift forms or links.

22. Engineering Magazine Article Double Your Money Don’t Miss Fall Enrollment in Your Companies’ Matching Gift Program “I think we lose $150,000 every year,” said Linda Stark, Cal Poly’s matching gifts specialist “because people don’t take advantage of their employer’s matching gift programs.” John Doe (Civil Engineering, 1980), a gas transmission planner with PG&E, has a regular contribution deducted from his paycheck every month. The employer automatically matches his contribution and makes the donation of the total amount quarterly. “It’s a simple, painless way to donate,” said Doe. “I used to make inconsistent contributions but this is so much easier,” Doe continued. “And it’s like giving away free money if you’re not taking advantage of your companies’ matching contribution.” Doe has increased the size of his gifts as his financial situation changed but the real difference, he says, is that he is giving more because he is giving consistently. “It’s easier to spread the payments over time than if I had to make a lump sum payment.” “I owe where I am to the education Cal Poly gave me,” Doe continued. “It’s such a simple way to say ‘Thank you.’” Marketing Your Program

23. Engineering Alum/Donor Letter These days, we all wish we could make money go a little farther, especially when it comes to supporting your special Cal Poly Engineering program or department. Well, without digging deeper, there is a way to give your gift a "bounce."It just so happens that PG & E provides a matching gift program for their employees.  You can take advantage of this benefit by signing up for PG&E's payroll deduction program.  Payroll deductions make it simple to support Cal Poly.  And as an added bonus, your company automatically matches your gift which can make a huge impact! E-Mail Marketing Sample e-mail to donors Can stand alone, or be incorporated in other communications Note appeal to enroll in payroll deduction program

24. A Versatile Marketing Tool Buck Slips • Mailed to alum/donors whose new employer matches gifts, printed in-house on cardboard stock and paper. • Drives donors to E-Match Donor Link. • Inserted in mailings. • Used by advancement officers in donor packets. • Used as template for matching gift articles.

25. Printed 3-up and cut on campus. Designed in-house to reduce costs.

26. Add link to receipt template No link? Direct donors to their HR department

27. MARKETING YOUR PROGRAM Cal Poly Magazine Matching Gift Article Double Your Money Don’t Miss Fall Enrollment in Your Companies’ Matching Gift Program “I think we lose $150,000 every year,” said Linda Stark, Cal Poly’s matching gifts specialist “because people don’t take advantage of their employer’s matching gift programs.” John Doe (Civil Engineering, 1980), a gas transmission planner with PG&E, has a regular contribution deducted from his paycheck every month. The employer automatically matches his contribution and makes the donation of the total amount quarterly. “It’s a simple, painless way to donate,” said Doe. “I used to make inconsistent contributions but this is so much easier,” Doe continued. “And it’s like giving away free money if you’re not taking advantage of your companies’ matching contribution.” There are other creative ways to make the most of the situation. When both spouses work for companies that have matching gift programs, a single gift can be matched by both employers. Stark said she has worked with couples who were “absolutely gleeful that they tripled their donation.” “Our biggest barrier,” said Stark, “is persuading people that every gift counts.” She said that the majority of missed opportunities are gifts of less than $200. “Some people think a $10 or $20 donation isn’t a big deal so it’s not worth the time, but when you add up all the gifts under $200, and then match that with an equal amount from their respective employers, it adds up.” To find out if your employer has a matching gifts program or for help establishing a matching gift, go to: www.calpoly.edu/matching

28. Place on your website Direct donors to E-Match donor link Direct donors to their HR department Direct donors to your matching page

29. Matching Statistics LowestHighest $243,564 $409,561 One in 17 gifts matched One in 13 gifts matched $120,000 non-CP Fund $210,000 non-CP Fund $102,000 Engineering $119,002 Engineering $78,000 Business $143,000 Business

30. What you can do now! Market your program to your donors Put an article in magazines & newsletters. Build a matching webpage or add matching to your current design. Designate a matching-gift specialist Secure tools Install AdobePro8 If it’s in your budget Subscribe to HEP E-Match Donor Link Subscribe to GiftPlus Online to access matching applications & program eligibility requirements Design & print buckslips Order stamps to complete application Minimal Cost Cost: under $2000 annually

31. Thank You • For further information visit the HEP/CASE website http://case.hepdata.com/ • Contact:    703 - 669 – 6767 Or email us at case@hepdata.com • A copy of the PowerPoint and the actual webinar will be available on demand in the Learning Center on our website

32. MatchMyGift • Comes with CASE Premier Membership • http://www.case.org/Membership/Member_Benefits/Matching_Gift_App.html For Staff For Major Gift Officers