HEP Development | Match Points Newsletter

Use Badges to Increase Matching Gift Revenue

Matching gifts are increasing in popularity. According to the latest research from HEP Development Services, the number of companies matching to nonprofits continues to grow in spite of the recent economic downturn. In fact, through the beginning of November, HEP has added 187 companies with matching gift programs to its comprehensive GiftPlus(R) database since January.

Even so, many nonprofits are failing to take advantage of opportunities to help donors seek out matching gift opportunities where they work. The trick is to make it easy for donors to find this information and apply for their employers' matching gift programs. One of the innovative ways that fundraisers can do this for online donations is to place a matching gift badge on their website's donation form page. Donors can then simply click on the badge as part of the process of making their online donation, and quickly find out whether their gift can be matched.

The website of Susan G. Komen for the Cure of Maryland features a matching gift badge developed by the nonprofit consulting firm Adcieo. Click here to see the badge, which is about halfway down the page. The badge links directly to HEP Development Services' GiftPlus(R) database, which allows donors quickly and easily to determine whether their employers will match their gift to the Komen campaign.

Why not try a matching gift badge on your donation page? It's a simple and effective way to raise donor awareness -- and money.

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Product Profile: Employer Find

Is your donor employer information outdated or perhaps even nonexistent? If so, let HEP Development Services help fill in the gaps with Employer FindTM.

Employer FindTM uses the latest information-gathering technologies to scour proprietary and public databases and resources to obtain employer information and job titles of donors, friends, and even board members. HEP Development Services' sophisticated screening technology and algorithms make it possible to find accurate employer information for approximately 20%-45% of donors. The results can then be used to determine their match eligibility. (Please note that results will vary with the type of nonprofit and the accuracy of address and email information.)

By combining Employer FindTM with HEP's AutoMatch electronic screening service, you'll be able to increase the "free money" that your organization receives from matching gifts. For more information, contact HEP Development at 703-669-5602.

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Product Profile: AutoMatch

HEP Development Services has improved its popular AutoMatch electronic screening service, which helps institutions increase alumni and corporate support by identifying match-eligible donors.

AutoMatch uses sophisticated matching software to process donor employment information against HEP's comprehensive GiftPlus(R) database of corporate matching gift programs. When a match is made, the record is coded as eligible and appended with information on the company's match program. Generally, HEP is able to match between 4-12% of screened records with employer matching gift programs (please note that results may vary from this average).

By allowing you to recover the time, energy and expense lost in manual searches, and helping you increase matching revenue and donor percentages, AutoMatch lets you put your institution in control of its matching gift program. For more information, or to enroll in AutoMatch, please contact one of HEP's Product Consultants at 800-681-4438 or info@hepdata.com.

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Webinar to Spotlight Mailing List Data Cleansing

"If you don't have good data about a potential donor, it's a lost opportunity," says Patrick Saeva, the Director of Technical Strategy in Development and Alumni Relations at Rochester Institute of Technology. "Information about personal interests, affinities, family members, and wealth capacities needs to be accessible for us to do our jobs." And as the number of ways to connect with donors and alumni increases -- from cell phones and e-mail to Twitter and Facebook -- the challenge of keeping that information current also grows.

Find out how you can apply Saeva's time-tested techniques to improve the value of your own organization's donor and alumni databases by attending the free HEP webinar, "Data Cleansing Strategies," on Wednesday, November 11 at 2:00 p.m. ET. In this informative session, Saeva will discuss how to analyze in-house databases for accuracy and currency. You'll learn what to measure, how to achieve the highest accuracy possible, how to identify and select vendors, and how to set achievable goals and schedules.

Saeva will also demonstrate how to design your strategy as a problem-solving exercise to engage your staff and volunteers, which will give them ownership of the process. "This work is never done," Saeva says. "It's kind of like cleaning your house -- especially if you have kids. You may have done a great job cleaning it today, but tomorrow you'll have to do a great job again."

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HEP/CASE Matching Gift Network Announces New Edition of Free e-Book Matching Gift Administration

Cover of 'Matching Gift Administration' 4th Ed. The HEP/CASE Matching Gift Network, the premier broker of matching gift information, is pleased to announce the publication of the fourth edition of its popular e-book Matching Gift Administration: Examining the Evolving World of Matching Gifts -- now, for the first time available for free!

Matching gift programs are growing in popularity because they enable individual donors to increase the power of their gifts, and they can be tailored to almost any budget. But as companies develop and implement matching gift programs, they are faced with many questions, including:

  • How do organizations learn about matching gift programs?
  • How can organizations guarantee compliance with eligibility requirements?
  • What kind of information should organizations provide a company with so that they may qualify to receive a matching gift?
  • Who is responsible for ensuring that matching gifts are administered appropriately and ethically?

This 57-page book, available for free upon request as a PDF file, answers those questions by providing an extensive discussion of best practices and ethical considerations followed by a comprehensive selection of real-world case studies, discussions, and worksheets to provide practical, hands-on guidance in developing and implementing an effective matching gift program.

The HEP/CASE Matching Gift Network, which helps companies create or enhance matching gift programs and helps nonprofits maximize funds raised through employer matching gifts, was established in July 2007 as a partnership of the CASE Matching Gifts Clearinghouse and HEP Development Services. Their combined resources enable fundraisers and donors to more easily identify match opportunities and thereby raise more funds for their organizations. For more information, contact the HEP/CASE Matching Gift Network, 105 Loudoun Street, SW, Suite One, Leesburg, VA 20175, toll-free 888-669-5602, or case@hepdata.com.

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News Bits

  • HEP Development Services and CASE are pleased to announce that Barrett Christensen, Manager of Matching Gifts at Brigham Young University, has agreed to serve as moderator of Matchlist-L, a listserv dedicated to connecting fundraising professionals who coordinate matching gift processes and functions. Christensen was recently the featured presenter for the free HEP webinar "How to Use Social Media to Enhance Matching Gifts," on October 21.

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November 2009

In This Issue:
Use Badges to Increase Matching Gift Revenue

Product Profile: Employer Find

Product Profile: AutoMatch

Webinar to Spotlight Mailing List Data Cleansing

HEP/CASE Matching Gift Network Announce New Edition of Free e-Book Matching Gift Administration

News Bits


Upcoming Webinars:
Data Cleansing Strategies : Patrick Saeva, Director of Technical Strategy in Development and Alumni Relations, RIT. Wednesday, November 11 at 2:00 Eastern
Matching Gifts from the Corporate Perspective: Bill Carpenter, Program Officer for Matching Gifts, ExxonMobil Foundation. Wednesday, December 2 at 2:00 Eastern

Events:
Meet HEP Development at the Fourth Annual Convio Summit, November 16-18, 2009, in Austin, TX!
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For more information, contact:
HEP Development Services
105 Loudoun Street, SW, Suite One
Leesburg, VA 20175
(800) 681-4438
www.hepdata.com
info@hepdata.com
Copyright (C) 2009 HEP Development Services. All rights reserved.

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