HEP Development Educational Series Wednesday, July 1, 2009, 2 - 3 p.m. Presenter: Gail A. Ferris...

HEP Development Educational SeriesWednesday, July 1, 2009, 2 - 3 p.m.

Presenter: Gail A. FerrisDirector, Development Services

The Catholic University of America

Purposes of this session◦To define essential data to maintain in

order to maximize matching gift revenue◦To review the best practices for

administering matching gifts to maximize funds raised

July 1, 2009Best Practices in Matching Gifts

Administration 2

Essential data to maintain in order to maximize matching gift revenue◦Biographic information on individual

donors◦Company matching gift guidelines


Administration 3

◦ Biographic information on individual donors Address Information

Home Business

Employment Information


Administration 4

Sources of critical biographical information◦Directory projects◦On-line communities◦Surveys◦USPS◦Lost constituent search firms◦Prospect research


Administration 5

Company matching gift guidelines◦Stay current on matching gift guidelines◦Know limits on matching gift eligibility◦Make available in a variety of ways to

different audiences


Administration 6

Limitations on matching gifts

◦Percentage matched

◦Purpose of gift

◦Type of charity

◦Donor relationship to charity

◦Donor relationship to corporation


Administration 7

Matching ratio may vary by

◦Employee position

◦Amount of gift

◦How paid by employee or organization Donor-advised fund

Securities

Services

In-kind


Administration 8

Purpose of gift –

common limitations

◦Athletics

◦Scholarships

◦Buildings

◦Unrestricted


Administration 9

Type of charity◦Educational

Foreign/domestic Private/public Level of school

◦Arts

◦Health

◦Environmental


Administration 10

Individual donor relationship to institution◦Attendee

◦Alum

◦Graduate

◦Parent of alum

◦Spouse of alum

◦Donor


Administration 11

Individual donor relationship to corporation◦Full-time/part-time employee

◦Director

◦Retiree

◦Spouse

◦U.S. employee


Administration 12

◦Make matching gift information available in a variety of ways To donors

Mailings Phonathon On-line giving

To staff In database for soliciting and processing


Administration 13

Using data to market matching gifts◦Employment data allow you to

Inform donors that they may be eligible for a match if they fail to submit documentation for their employers

Encourage non-donors who work for matching gift companies to contribute, as their gifts leverage the corporate match

Potentially enlist employees at matching gift company to solicit fellow alums employed there


Administration 14

Administration of matching gifts

◦Process gift from individual donor

◦Certify to matching organization

◦Monitor arrival of matching gift

◦Process matching gift

◦Acknowledge/recognize


Administration 15

Process individual donor gift◦No matching gifts happen without

(exception: matching of gifts of services)

◦Connect employee’s gift properly with employer to ensure proper crediting and to document expected revenue

◦Follow up where forms are missing


Administration 16

Certify to matching organization

◦Critical to most organizations; be timely

◦Means of certification variable and changing

◦May be administered by third party


Administration 17

Monitor arrival of matching gift◦Prompt updating of information systems

is essential

◦Chronological file of submitted forms enables follow-up on outstanding payments

◦Be aware of payment schedules Critical to supporting follow-up process


Administration 18

Process matching gift on information system◦Connect properly to individual and

organization

◦Remember who is the donor

◦Clear pending records


Administration 19

Acknowledge/recognize

◦Receipt organization properly for tax purposes, as required

◦Acknowledge individual donor

◦Recognize both


Administration 20

Remember, you are a

fundraiser!


Administration 21

HEP Development Educational Series Wednesday, July 1, 2009, 2 - 3 p.m. Presenter: Gail A. Ferris...

Documents

Transcript of HEP Development Educational Series Wednesday, July 1, 2009, 2 - 3 p.m. Presenter: Gail A. Ferris...