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ACADEMY

Creating and Tracking a Matching Gifts Program

 

Learn why a matching gifts program is a great idea for your organization. Learn how to set up your database to track matching gifts, how to enter and report on matching gifts, and gain communication insights so that your matching gifts program is successful.

Learning objectives:

  • Understand the impact of matching gifts
  • Set up your database to track matching gifts
  • Enter, track, and report on matching gifts
  • Report on existing and potential matches
  • Review communication pieces and tips
Diana Otero
Diana Otero is a Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit organization driven and powered by volunteers.

Comments

  • Kristen Hay

    Hi Rebecca - 1. Yes, if you'd like to collect this information you can update your forms to capture this information moving forward. 2. Retroactively you could send out a survey to your list of 1500+ constituents to learn more. Please reach out to our customer support team at [email protected] for tips.

  • Rebecca Laszlo

    I just watched this academy class and realize (belatedly) that our Donation form was created WITHOUT asking the donor to name their employer. As a result, I actually don't know most of our Consitituents' employers - only those people who gave through their employer giving platforms like Benevity or YourCause. Ooops. So now I have 1500+ constituents and I don't know their employers. Do you have a recommendation on how I can rectify this? 1) I presume the first thing I should do is to add the Employer and employer matching program fields to my Donation form. 2) Is there a template for asking people to fill out an updated form to provide information about themselves (where I can ask them to provide their employer info, and maybe even to provide their email address in case I don't have it)?
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