Append up-to-date employer names and job titles to your donor records using Social
Networks & 100+ data sources
Determine match eligibility and append current match policy guidelines to your donor database
Promote matching gifts to your online donors and friends via
HEP’s matching gift search tool.
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 15+ Years Experience In Matching Gifts
 Leading Provider of Matching Gifts
 Research Staff
 7,000 clients
 U.S. & Canadian, U.K.
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 What is a Matching Gift?
 20,000 companies and subsidiaries
 Canadian & U.K.
 Average College – 205 K (650+ surveyed CAE VSE)
 Almost Adding one net new company per day
 The number of MG companies has doubled in the last five years
 One in ten donors is matching gift eligible
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Why Should We Be Interested In Matching Gifts?
 Increase Revenues without adding new donors
 Once Identified a Matching Gift Donor will typically be with you for quite a number of years
 ROI
 Identifies Potential Sources for Corporate Support
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What Matching Gift Data Do We Keep Track of?
 Matching Gift Ratio – 1 to 1, 2 to1, 3 to 1
 Min/Maximum per year
 Match Retirees? Spouses?
 Matching Gift Form/ intranet
 What types of charities will they match to? Eligibilities
 Changes Frequently - policies
 Contact information
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Matching Gift Example of Data We Keep
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Company: Verizon Communications, Inc.
Subsidiary of:
Foundation #: 94080000
Last Updated: 2013-07-24 10:58:51.0
Contact:
Phone: (866) 247-2687
E-mail: vznmail@cybergrants.com; engagement@verizonfoundation.org
Matching Gift Form URL: https://www.cybergrants.com/cybergrants/plsql/eg_login.login?x_gm_id=1240
Matching Gift Guidelines URL: http://www.verizonfoundation.org/employee-retiree/matching-giftsprogram/
Minimum amount matched: $25
Maximum amount matched: $5,000
Total per employee: $6,000
Gift ratio: 1:1,1:1
Comments: Employee donations of $25 or more to eligible nonprofit organizations and schools can be matched 1:1 up to $1,000, and up to $5,000 to eligible accredited colleges and universities per employee, per calendar year.2012 donations must be registered online by January 31, 2013.The recipient nonprofit organization must verify receipt of the gift online no later than March 31st of the following calendar year (i.e. gifts registered in 2012 must be confirmed by 03/31/13)
Procedure:
Participating donor logs into the matching gift website (check availability of log-in above) and submits the match request. Company contacts charitable organization when gift is made.
Gift Receipt required with every match.
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Employer Find
 Numerous Sources
 Large Databases – biographical
 State and Federal Databases
 Social Networks
Hit Rates
Typically in the 30-50% range
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Don’t leave money on the table
™
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™
 Increase Matching Gift Revenue
 Streamline the Match Process
 Target donors/alumni based on large employers
 Inform alumni proactively
 Increased giving by removing obstacles
 Works for small schools – H.S.
money, with the same amount of effort
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Automatch
 Is included in the Pricing of Employer Find or can be purchased stand alone.
 Automatch Express allows clients to test their file and see how many matching gift eligible alums/donors they are not aware of.
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Automatch Typical Results
 Average 4-12% hits over and above those they are already aware of
 Average Matching Gift in 2013 $865.00+ Colleges
 Automatch Express - % will be a couple of percent high (1-2%)
 HEP Edits
 Quarterly Updates
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Background on KJZZ FM 91.5 & K-BACH FM 89.5
 KJZZ – NPR member station featuring a mix of local, national, and international news, entertainment, jazz and blues in Phoenix, Arizona.
 K-BACH – The only classical music station broadcasting to Phoenix.
 Prior to 2011 both radio stations used the HEP Ematch
“company lookup” product to encourage matching gifts.
 www.kjzz.org/matchinggifts
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Next, we Improved Our Internal Matching Gift Processes
 We began following up with donors with prefilled out matching gifts form (if possible within 30 days.
 Currently we follow up with donors:
 With a letter
 By E-mail
 A volunteer follows up with a phone call
 Matching Gift information is included on a donor ’s annual renewal and a reminder is on their acknowledgment letter.
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Prefilled Matching Gift Forms with Donor Information
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Matching Gift Information is Preprinted on Annual Appeals
Reply Slips
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Matching Gift Results for KJZZ & K-BACH
 In August 2011 – KJZZ included the “Company
Lookup ” on our web donation pages.
Station 7/2009 to
6/2010
7/2010 to
6/2011
7/2011 to
6/2012
7/2012 to
6/2013
7/2013 to
6/2014
KJZZ $15,341 $20,847 $22,407 $45,662 $39,943
K-BACH $1,285 $3,833 $2,397 $12,241 $10,647
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Questions?
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Thank You
 For further information or questions contact:
 Brian Fergus at KJZZ bfergus@rioradio.org
 Ryan Sunram at Allegiance – ryan@alleg.com
 John Wright at HEP – jwright@hepdata.com
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How to contact HEP for more info