Employment Research and
Getting the Match
THE BEST WAY TO GET WHAT YOU WANT IS
TO ASK FOR IT!
Matching – Who Benefits?
Donors
 Maximize their giving dollars.
 More fully utilize their
Organizations.
 An increase in dollars from
personal donations of about
10%
employee benefits.
 Better donor stewardship.
 Matching gifts are added to gift
club totals.
 A very good return on
investment. (ROI)
 Form a more personal
relationship with your
organization.
 Creation of an additional,
consistent revenue stream.
Added Value of Employment
Date
 ENABLES IDENTIFICATION OF
POTENTIAL MATCHING GIFTS.
P R O V I D E S I N F O R M A T I O N F O R
WEALTH SCREENING.
P R O V I D E S I N F O R M A T I O N F O R
DEVELOPMENT OFFICERS PLANNING
MEETINGS WITH DONORS.
A L L O W S U S T O D E V E L O P M O R E
MEANINGFUL RELATIONSHIPS WITH
DONORS.
Information Organization
 No Cost/Low Cost
 Information arranged according to cost & budget
 No/Low Cost demands more time resources, payoff
slowly accretes
 Monetary investments will probably yield quicker results
 Strategies are available for almost all budget capacities
Find Employment In-house
IDENTIFY DATA STREAMS AND DONOR POINTS OF ENTRY
Donor Points of Entry & Data Streams
Faculty/Staff
E-mail
Websites
Events
Departments
Strategies for Collecting Employment Data
 It’s a scavenger hunt!
 Business cards at the Career Center
 Business cards at job fairs
 Business cards are collected at donor & alumni events
 Donor sign-in sheets at events with an employment field
 Employment information collected by development officers &
researchers but not always shared
 Departments with alumni update pages
 Advisory board lists with employment data
 E-mail appends with employment info, i.e. @us.ibm.com
@ey.com, @lmco.com, @pwc.com, @kpmg.com @flour.com
@boring.com
The Perpetual Scavenger Hunt
Can be done in short bursts
Promotes the importance of sharing information
Creates awareness of the importance of collecting,
sharing, and recording employment
Share the information you have with researchers &
development officers
Cooperation should be a two-way street
Use your creativity and refine your detecting skills
Online Resources
Search Engines
LinkedIn
 Yahoo, Google
 Job networking site
 Spokeo, LinkedIn,
 Become a member of your
networking sites
 For employment data
 Clues to current residence
 Research matching
programs
LinkedIn group
 Create a group
 Opt for automatic
notification of member
posts
 Consider fee options for
better access
Asking for Employment Data
 Add a field to pledge coupons and mailers
 Add a field to credit card giving form
 Add a field to event sign-in sheets
 Add a field to your online giving page
 Add a field to mail/magazine/newsletter solicitations
 Collect business cards at events by having a drawing
Recording Data
 Train your staff for consistent and accurate recording
 Look for conflicting home and business locations, determine whether
further research needed
 Determine if home address needs research & updating, or if alum
address is that of parents
 Look for e-mail appends
 Be consistent in researching possible matching potential, as new
matching programs go online daily
 Identify donor gifts that are match eligible
HEP E-Match Donor Link
 ONE OF THE MOST EFFECTIVE STRATEGIES FOR
INCREASING MATCHING
 Give donors the capability to research matching gift eligibility, instead
of you.
 Employment data collected when donor completes a matching gift
application.
 Most accurate data.
 Often provides employment data for donor’s spouse.
Online matching
page
Informs, educates
Gives donors direct
access to matching
appication
Linked to online
giving page
Link added to
electronic and print
media
Takes donors directly to employer’s
matching gift program or online link.
Gives donors the capability of researching
gift eligibility, so you don’t have to do it.
Easy to use, helps overcome donor
reluctance to complete their matching
application.
Dear Mr. and Mrs. Sample:
Thank you for your contribution. Your private support assists Cal Poly in providing a
new generation of graduates with the knowledge, problem-solving skills and
leadership ability necessary for our state and nation to flourish.
Thank you for partnering with Cal Poly and for your support of academic excellence.
Sincerely,
Vice President
University Advancement
OFFICIAL GIFT RECEIPT
7/22/2010
$200.00
Add link to
receipt template
Parent Fund
7/22/2010
$300.00
No link? Direct
donors to their
HR department
Aerospace Engineering Department
For recognition purposes, your name(s) may appear in University publications as:
Mr. and Mrs. John Q. Sample
Please email giving@calpoly.edu if you would like it listed differently.
Your employer might match this gift! Find out at
www.giving.calpoly.edu/matching.html.
MARKETING YOUR
PROGRAM
Cal Poly Magazine Matching Gift Article
Double Your Money
Don’t Miss Fall Enrollment in Your Companies’ Matching Gift Program
“I think we lose $150,000 every year,” said Linda Stark, Cal Poly’s matching gifts specialist “because people don’t take advantage
of their employer’s matching gift programs.”
John Doe (Civil Engineering, 1980), a gas transmission planner with PG&E, has a regular contribution deducted from his
paycheck every month. The employer automatically matches his contribution and makes the donation of the total amount
quarterly. “It’s a simple, painless way to donate,” said Doe.
“I used to make inconsistent contributions but this is so much easier,” Doe continued. “And it’s like giving away free money if
you’re not taking advantage of your companies’ matching contribution.”
There are other creative ways to make the most of the situation. When both spouses work for companies that have matching gift
programs, a single gift can be matched by both employers. Stark said she has worked with couples who were “absolutely gleeful
that they tripled their donation.”
“Our biggest barrier,” said Stark, “is persuading people that every gift counts.” She said that the majority of missed opportunities
are gifts of less than $200. “Some people think a $10 or $20 donation isn’t a big deal so it’s not worth the time, but when you add
up all the gifts under $200, and then match that with an equal amount from their respective employers, it adds up.”
To find out if your employer has a matching gifts program or for help establishing a matching gift, go to: www.calpoly.edu/matching
Place on your website
Direct donors to E-Match
donor link
Direct donors to their HR
department
Direct donors to your
matching page
Marketing Your Program
Engineering Magazine Article
Double Your Money
Don’t Miss Fall Enrollment in Your Companies’ Matching Gift Program
“I think we lose $150,000 every year,” said Linda Stark, Cal Poly’s matching gifts specialist “because people don’t take advantage of
their employer’s matching gift programs.”
John Doe (Civil Engineering, 1980), a gas transmission planner with PG&E, has a regular contribution deducted from his paycheck
every month. The employer automatically matches his contribution and makes the donation of the total amount quarterly. “It’s a simple,
painless way to donate,” said Doe. “I used to make inconsistent contributions but this is so much easier,” Doe continued.
“And it’s like giving away free money if you’re not taking advantage of your companies’ matching contribution.”
Doe has increased the size of his gifts as his financial situation changed but the real difference, he says, is that he is giving more
because he is giving consistently. “It’s easier to spread the payments over time than if I had to make a lump sum payment.”
“I owe where I am to the education Cal Poly gave me,” Doe continued. “It’s such a simple way to say ‘Thank you.’”
Printed 3-up and cut on campus.
Designed in-house to reduce costs.
Mailed with pledge coupons.
Included in donor packets.
Provided for department mailings upon request.
Asking donors for matching gift applications
 Send requests monthly to avoid matching program deadlines for
submission.
 Send quarterly requests for gifts still eligible for matching, i.e. deadline
1/31, 90 days, one year to apply, etc. The more you ask the more you’ll
get.
 For e-mail requests provide link to online application or copy of
application.
 Provide gift dates, amounts, and allocations necessary for completing a
matching application.
 Provide donor with tax ID number.
If you have already requested a match for that gift, we’re doubly grateful – and there’s no need to read further. But if you have not applied
for your matching gift, would you please take a few minutes to complete the «CLAIM_CO_PREF_MAIL_NAME» matching gift application?
You can help us reap thousands of dollars in additional support from corporate matching funds for Month Year gifts. (If your employer has
changed, please let us know that, too.)
Matching gift programs leverage your resources – and provide additional support to Cal Poly students. To create a win-win situation for
everyone, please complete and return the enclosed matching gift application.
To find out if your spouse’s employer has a matching gift program please visit www.giving.calpoly.edu/matching.
If you have any questions, please contact me at phone.
Gift Date
Gift Amount
Gift Designation
DATE_OF_RECORD_
CREDIT_AMT
ALLOC_LONG_DESC
Market payroll
deduction giving
Almost 100%
matching ratio
Low administrative
cost, easy to
administer
Send e-mails in the fall
in time for open
enrollment
40% increase in PG&E
matching
Include link to
matching gift program
Engineering Alum/Donor
Letter
These days, we all wish we could
make money go a little farther,
especially when it comes to
supporting your special Cal Poly
Engineering program or
department. Well, without digging
deeper, there is a way to give your
gift a "bounce."
It just so happens that PG & E
provides a matching gift program
for their employees. You can take
advantage of this benefit by signing
up for PG&E's payroll deduction
program. Payroll deductions make it
simple to support Cal Poly. And as
an added bonus, your company
automatically matches your gift
which can make a huge impact!
Use AdobePro8
To complete fields.
Improves donor
response.
You’ve
demonstrated your
care & concern.
Save application
into a master file for
future use.
Available from
GiftPlus Online.
Can research using
Google.
Summary
 Use internal & external resources to gather





employment data.
Use E-match Donor link to give donors ability to
research matching eligibility & access to application.
Place E-match link in electronic and print media.
Market giving through payroll deductions.
Send requests for matching applications monthly &
quarterly.
Use GiftPlus Online to identify match eligible gifts
and program guidelines.
Thank you
 For further information on how to get your
matching gift program to the next level call 703669-5602 or email info@hepdata.com
 Your suggestions for future enhancements to
products and ideas for future webinars are most
welcome. Contact John Wright at
jwright@hepdata.com
 Presenter Linda Stark lstark@calpoly.edu
HEP Development Educational Series