9/29/2013 #bbcon 1

Matching Gifts: We’ve Got Time For That!

PRESENTED BY AMANDA COSE & JULIE NURSE

MARQUETTE UNIVERSITY

9/29/2013 #bbcon 2

AGENDA

9/29/2013 #bbcon 3

• Introduction

• What is a matching gift

• Matching gifts at Marquette

• Growing our program

• How we use the Raiser’s Edge

• Maintaining our records

• Limitations and challenges

• Conclusion

AGENDA

9/29/2013 #bbcon 4

WHAT IS A MATCHING GIFT

9/29/2013 #bbcon 5

How does it work?

• Individuals donate

• Donors submit matching gift requests to qualified nonprofits

• Nonprofits certify the match requests

• Upon approval, corporation issues matching gift funds to the nonprofit

WHAT IS A MATCHING GIFT

9/29/2013 #bbcon 6

Where it all began…

WHAT IS A MATCHING GIFT

9/29/2013 #bbcon 7

How many companies across the United

States have matching gift programs?

WHAT IS A MATCHING GIFT

16,500

What company is the largest matching gift

contributor in the United States?

Microsoft

9/29/2013 #bbcon 8

MATCHING GIFTS AT MARQUETTE

9/29/2013 #bbcon 9

MATCHING GIFTS AT MARQUETTE

9/29/2013 #bbcon 10

MATCHING GIFTS AT MARQUETTE

Matching Gift Dollars FY09 – FY12

9/29/2013 #bbcon 11

MATCHING GIFTS AT MARQUETTE

FY12 Top Five MG Companies By Amount

9/29/2013 #bbcon 12

MATCHING GIFTS AT MARQUETTE

Top Five Companies by Number of Gifts FY09 – FY12

9/29/2013 #bbcon 13

GROWING OUR PROGRAM

9/29/2013 #bbcon 14

GROWING OUR PROGRAM

• Establish a culture of matching gifts

• Collecting and preparing our data

• Stewardship

• Marketing

• Soliciting

• Future ideas

9/29/2013 #bbcon 15

Establish a culture of matching gifts

GROWING OUR PROGRAM

9/29/2013 #bbcon 16

Collecting and preparing our data

GROWING OUR PROGRAM

9/29/2013 #bbcon 17

Stewardship

GROWING OUR PROGRAM

9/29/2013 #bbcon 18

Marketing

GROWING OUR PROGRAM

9/29/2013 #bbcon 19

Soliciting

GROWING OUR PROGRAM

9/29/2013 #bbcon 20

Future ideas

GROWING OUR PROGRAM

9/29/2013 #bbcon 21

HOW WE USE THE RAISER’S EDGE

9/29/2013 #bbcon 22

HOW WE USE THE RAISER’S EDGE

9/29/2013 #bbcon 23

HOW WE USE THE RAISER’S EDGE

https://citrixdev.mu.edu/Citrix/XenApp/auth/login.aspx

9/29/2013 #bbcon 24

• Tracking / Our letter

HOW WE USE THE RAISER’S EDGE

9/29/2013 #bbcon 25

MAINTAINING OUR RECORDS

9/29/2013 #bbcon 26

Weekly / Ongoing

Verify all pending forms (paper & online)

Enter pledges in the Raiser’s Edge for all verified match requests

Gift entry of matching gift funds that have been received

Update our data with employment information, as received

Quarterly

Run matching gift potential letter of donors from previous quarter

Thank you letters to donors whose gifts were matched

Receipts sent to companies that have matched gifts in the previous quarter

Annually

Follow-up with all outstanding match requests / pledge balances

Review outstanding pledges in the Raiser’s Edge, write-off balances

MAINTAINING OUR RECORDS

9/29/2013 #bbcon 27

LIMITATIONS AND CHALLENGES

9/29/2013 #bbcon 28

CONCLUSION

9/29/2013 #bbcon 29

REFERENCES

9/29/2013 #bbcon 30

• https://www.blackbaud.com/files/support/guides/teamapproach/Mcctv5

01.pdf

• https://www.blackbaud.com/files/resources/downloads/WhitePaper_Ju

mpStartYourMatchingGiftPrograms.pdf

• www.supportingadvancement.com

• http://www.case.org/People_and_Communities/CASE_Listservs.html

• http://www.fundsvcs.org/

• http://www.hepdata.com/

REFERENCES

9/29/2013 #bbcon 31

TWEET ABOUT YOUR SESSION

#SESSION #TRACK

#PRESENTER