Transcript Matching on a Shoe String

If you don't know where you are going,
you'll end up someplace else.
Yogi Berra
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Higher Education Funding Cut by $89 Billion
Over 10 Years.
Higher Education: On It’s Own in a Stagnant
Economy.
Reduced staffing levels.
Decreasing financial resources.
Increased job duties, higher expectations.
Higher staff turnover.
Loss of institutional knowledge.
Many people say what they can’t do. The interesting
people tell us what they CAN do.
What do you bring to the party? Assess your strengths, and bring in the expertise of others.
New ideas: Chaos in the world brings uneasiness, but it also allows the opportunity for
creativity and growth. Tom Barrett One good idea often leads to another. Have fun with
it. This could be an opportunity to employ some unused skills or strengthen some skills
& abilities that have been underutilized.
Commitment: "The only limit to your impact is your imagination and commitment." -Anthony Robbins
Start our with an open-ended attitude. Focus on what you CAN do.
Organization: Failing to plan is planning to fail. Alan Lakein
Start with one or two short-term goals. Once you have gained some experience
and a better understanding of the process, formulate 6-months and 1-year
goals.
Personal Responsibility: Never underestimate the power of one! Figure out what you can do,
then do it. Success on any major scale requires you to accept responsibility . . . . In the
final analysis, the one quality that all successful people have is the ability to take on
responsibility. — Michael Korda, Editor-in-Chief, Simon & Schuster
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Over 13,000 companies
match employee gifts to
charitable organizations.
Employees must complete a
matching gift application.
Organization verifies the gift
with the employer matching
program.
Eligibility requirements must
be met.
Matching gift checks or EFTs
are issued to the
organization.
What is a matching gift?
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About 1 in 10 gifts from
private donors are eligible
for matching=10% revenue
increase.
Donor Service/Stewardshiphelps donors maximize
their giving dollars.
Low startup costs-less than
$2000 annually.
Low administrative costs.
Future fundraising efforts
will benefit from the
implementation of a
matching program.
Benefits of Matching.
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Boeing
Walt Disney
State Farm
Kraft Foods
Intel
IBM
Lockheed Martin
Anheuser-Busch
AT&T
Chevron
Northrop Grumman
St. Jude’s
PricewaterhouseCooper
Ernst & Young
Over 13,000 matching
programs
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Wells Fargo
Bank of America
Toyota
Pepsi
Parker Hannifin
PG&E
Edison
General Electric
J.P. Morgan Chase
Rockwell Automation
Valero
Yahoo
Microsoft
Johnson & Johnson
KPMG
BASF
Help donors make the most of
their giving dollars.
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Financial resources
◦ Determine annual budget for matching expenses.
◦ $1000-$2500, including HEP services
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Staffing
◦ Who will administer the program?
◦ Matching programs require one organization
representative.
◦ Multiple matching administrators will create problems.
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Determine in-house resources.
◦ Graphic designers.
◦ Public relations staff.
◦ Good writers.
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Rubber Stamps: to complete matching gift applications.
◦ Tax ID/EIN #, organization name, address, phone & fax numbers, e-mail
address, web address, title.
◦ Reduces processing time, puts less stress on staff.
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BRE envelopes.
◦ Mail applications to donors with BRE enclosed.
◦ Improves response rate.
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Method of tracking matching applications.
◦ Make a copy before mailing.
◦ Consider using matching gift coupons.
◦ Keep a file of all completed applications waiting for payment.
◦ Never underestimate the power of a pen with blue ink
◦ Matching applications require your original signature, black ink can and
will be mistaken for a copied signature.
KEEPING TRACK OF YOUR APPLICATIONS
Matching Gift Coupon
Completed when a matching application is received
Attached to copy of application and filed by company
name
Corp ID#:
Legal Donor #:
Corp Name:
Amt:
Legal Donor Name:
Alloc.
:
Type:
Tender:
Chk/CC#:
Match Amt.:
Pledge#:
Alloc.:
Joint Donor#:
Joint Donor Name:
Acks.:
Assoc. Donor#:
Assoc. Donor Name:
Comment:
M/G Notes:
Claim/Gift Receipt#/Date:
Comment:
M/G Notes:
LD Credit:
Plg.
Statu
s:
Acks:
Anon/Special:
JD Credit:
Assoc. Type:
AD Credit:
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Using stamps
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Using AdobePro8
Stamped Application. It’s not as pretty,
but it gets the job done.
Anyone can complete
application.
Only the designated
matching representative
should sign, no matter
what the title field says.
No money in the budget
for stamps? Then
complete by hand.
Xstamper has the best
prices. They are not
paying me to say this.
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.
Targeting Off-campus and On-campus Constituents
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Budget Friendly Strategies
Use electronic and print media to advertise/market your matching program.
Direct donors to their HR Department or E-Match Donor Link to ask about
matching as an employee benefit.
Ensure the contact information for your matching representative is easily
available for donor inquiries.
Market matching to your on-campus constituents. Explain how matching works,
and who benefits from matching gifts. Schedule short one-on-one meetings with
key staff/faculty.
When a matching gift is received, notify the department receiving the gift.
Make referrals for wealth screening for your matching donors; add value to your
job and improve team function.
Use Google & Linked-In to collect and record employment data to determine
matching eligibility.
Increase donor awareness of matching programs.
 Inform donors of this employee benefit and how it works.
 Market matching in newsletters, solicitation pieces, magazines, and on your
website.
Educate donors on the value and impact of matching.
 Doubling the value of their gifts at no cost to themselves is an attractive
proposition.
 Let them know that the matching gift will go to the same program as their original
gift.
Promote giving through payroll deductions.
 Employee makes an annual pledge, which is paid quarterly through payroll
deductions.
 Matching gifts are paid, usually without the need to complete a matching
application.
 Matching ratio is about 90%, low administrative costs and overhead.
Consider your matching program as a service to your donor.
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Help them maximize their giving dollars.
Thank donors for submitting a matching application.
Notify donors when matching gifts received.
Create a stewardship component.
E-Match Donor
Link
Online matching
page
Informs, educates
Links to matching
program, or
directs donors to
their HR
Link to online
giving page
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.
E-match Donor:
Link-what the
donor sees
Link to application
Link to program
guidelines
Application
procedure
Contact Information
HEP Product
◦ Donors research eligibility, not you.
◦ Saves you time & resources.
◦ Search field is multi-functional with built-in flexibility.
◦ Place on web and online giving pages.
◦ Will give you and your constituents access to basic
matching program requirements and application process.
◦ Provides matching gift forms or links.
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.’”
Engineering Alum/Donor
Letter
E-Mail Marketing
Sample e-mail to
donors
Can stand alone,
or be
incorporated in
other
communications
Note appeal to
enroll in payroll
deduction
program
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!
Buck Slips
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Mailed to alum/donors whose new employer matches gifts,
printed in-house on cardboard stock and paper.
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Drives donors to E-Match Donor Link.
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Inserted in mailings.
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Used by advancement officers in donor packets.
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Used as template for matching gift articles.
Printed 3-up and cut on campus.
Designed in-house to reduce costs.
Add link to
receipt
template
No link? Direct
donors to their
HR
department
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 Parent Fund
7/22/2010
$300.00 Aerospace Engineering Department
For recognition purposes, your name(s) may appear in University
publications as: Mr. and Mrs. John Q. Sample
Please email [email protected] 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 EMatch donor link
Direct donors to their HR
department
Direct donors to your
matching page
Lowest
$243,564
One in 17 gifts matched
$120,000 non-CP Fund
$102,000 Engineering
$78,000 Business
Highest
$409,561
One in 13 gifts matched
$210,000 non-CP Fund
$119,002 Engineering
$143,000 Business
Market your program to
your donors
If it’s in your budget
Put an article in magazines &
newsletters.
Subscribe to HEP E-Match Donor Link
Build a matching webpage or add
matching to your current design.
Subscribe to GiftPlus Online to access
matching applications & program
eligibility requirements
Designate a matching-gift specialist
Design & print buckslips
Secure tools
Order stamps to complete application
Install AdobePro8
Minimal Cost
Cost: under $2000
annually
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For further information visit the HEP/CASE
website http://case.hepdata.com/
Contact: 703 - 669 – 6767 Or email us at
[email protected]
A copy of the PowerPoint and the actual
webinar will be available on demand in the
Learning Center on our website
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Comes with CASE
Premier Membership
http://www.case.org/
Membership/Member_
Benefits/Matching_Gift
_App.html
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For Staff
For Major Gift Officers