Matching Gifts: We've Got Time for That
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Transcript of Matching Gifts: We've Got Time for That
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Matching Gifts: We’ve Got Time For That!
PRESENTED BY AMANDA COSE & JULIE NURSE
MARQUETTE UNIVERSITY
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AGENDA
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• 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
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WHAT IS A MATCHING GIFT
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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
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Where it all began…
WHAT IS A MATCHING GIFT
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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
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MATCHING GIFTS AT MARQUETTE
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MATCHING GIFTS AT MARQUETTE
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MATCHING GIFTS AT MARQUETTE
Matching Gift Dollars FY09 – FY12
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MATCHING GIFTS AT MARQUETTE
FY12 Top Five MG Companies By Amount
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MATCHING GIFTS AT MARQUETTE
Top Five Companies by Number of Gifts FY09 – FY12
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GROWING OUR PROGRAM
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GROWING OUR PROGRAM
• Establish a culture of matching gifts
• Collecting and preparing our data
• Stewardship
• Marketing
• Soliciting
• Future ideas
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Establish a culture of matching gifts
GROWING OUR PROGRAM
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Collecting and preparing our data
GROWING OUR PROGRAM
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Stewardship
GROWING OUR PROGRAM
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Marketing
GROWING OUR PROGRAM
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Soliciting
GROWING OUR PROGRAM
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Future ideas
GROWING OUR PROGRAM
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HOW WE USE THE RAISER’S EDGE
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HOW WE USE THE RAISER’S EDGE
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HOW WE USE THE RAISER’S EDGE
https://citrixdev.mu.edu/Citrix/XenApp/auth/login.aspx
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• Tracking / Our letter
HOW WE USE THE RAISER’S EDGE
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MAINTAINING OUR RECORDS
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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
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LIMITATIONS AND CHALLENGES
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CONCLUSION
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REFERENCES
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• 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
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TWEET ABOUT YOUR SESSION
#SESSION #TRACK
#PRESENTER