double your donations through matching gifts

Double your donations Double your donations through Matching Gifts:through Matching Gifts:

With a few simple clicks!With a few simple clicks!

Who are LW Robbins & Adcieo?Who are LW Robbins & Adcieo?

• LW Robbins – Fundraising experts• Adcieo –Online engagement experts

• Services designed to:• Improve Fundraising Results• Increase Online Acquisition• Enhance Monthly Giving• Engage Lifetime Donors• Mine Employer Matching Gifts• Build a Bequest Backlog• Streamline Web/Admin Processes

Who is HEP?Who is HEP?

• 5,000 customers• 15 years experience• Most comprehensive Matching Gift database

• Developed proven tools to:• Identify and promote match opportunities• Gain access to the highest quality prospect

development information• Enhance your data

AgendaAgenda

What is a Matching Gift

Key statistics

Creating awareness

Leveraging past donations

Finding Matching Gift eligible donors

Matching Gifts are “free money”Matching Gifts are “free money”

What is a Matching Gift?

Employee Benefit

Employer Agrees to Match Employee Donation

◦ Match Ratio is usually 1 to 1 – Exxon, Fidelity◦ Usually a max per year ($1K-$20K)◦ Deadlines◦ Spouses & retirees can also be match

eligible

Statistics on Matching GiftsStatistics on Matching Gifts

1 in 10 gifts are eligible 17,000+ companies match gifts At least one new company added daily50% of the Fortune 500$1.3 Billion in 2011LSU receives $1 Million in Matching Gifts from

Exxon-Mobil for annually

StatisticsStatistics

American Cancer Society Quadrupled Matching Gifts over three years to $12+ Million as did Komen Maryland with 5 FTE’s

Works with small to large non-profits

Average Matching Gift – CAE Survey $740700+ Higher Education

StatisticsStatistics

13% of companies match 2 to 1 or higher

4000+ companies match volunteer time

Telethon Survey (90+) by Ruffalo Cody – 7.1% matching gift eligible and contributed 10% of revenues

Our Research Team will:

Looks for and finds new companies

Clients ask to check companies

30-40 changes in polices per day

Results – one new company added daily

Finding New CompaniesFinding New Companies

Purpose of Matching Gifts From a Purpose of Matching Gifts From a Corporate PerspectiveCorporate Perspective

Recruiting new employeesReinforces value with employeesHelps non-profitsEmployee retentionGood ‘corporate citizen’Tax and financial considerations

Incorporate into online donation formNewsletter articlesGift AcknowledgmentsSolicitations - use P.S.Website – drive to E-Match DonorBrochure inserts for Direct MailPromotion is key to success

Ways to Create AwarenessWays to Create Awareness

What Can You Do?What Can You Do?

Know before you chat with a potential donor

Measure matching giftsHave someone in chargeMajor Gifts can be matchedCreate a Culture of Matching GiftsTraining is available – free Visit our

Learning Center www.hepdata.com

Bishop Feehan’s

◦2009 – $31,000 (Passive Program)

◦2010 – $51,000 September to December

◦2011 – $117,000 First full year

Matching Gift SuggestionsMatching Gift Suggestions

Look Back Over Last Year’s GiftsFind Employer InformationFill Out FormVolunteers can helpMost donors are not aware of employer’s

matching gift programEvery Program is DifferentSpouses and Retirees can be matched

ProcessProcess

DONORDATABASE

EMPLOYERUNKNOWN

Employer Finder

EMPLOYERKNOWN

AutoMatch

Sample ResultsSample Results

SAMPLE FOOD BANKDATABASE

EMPLOYERUNKNOWN

FILE OF 10,000

EMPLOYERKNOWN

FILE OF 2,000

4.8% Match 9.4% Match

Nearly $400,000 in match eligible gifts over time

Unknown Employer Unknown Employer

Sample Food Bank◦10,358 donors with email addresses selected

49 CEO identified 2 SVP 23 VP

Exact Matches – 403 (3.9%) Likely Matches – 1,788 (175)

TOTAL – 2,191 (21%) Identified◦4.8% employers match gifts

Known Employer Known Employer

Sample Food Bank◦2,030 employers identified

190 (9.4%) employers match gifts

ReviewReview

What is a Matching Gift

Key statistics

Creating awareness

Leveraging past donations

Finding Matching Gift eligible donors

Double your donations Double your donations through Matching Gifts:through Matching Gifts:

With a few simple clicks!With a few simple clicks!