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AutoMatch

Contact us for a free test screening today!

Overview 

  • Identifies every match eligible constituent on your database regardless of giving history
  • Empowers you to ask your donors to have their gifts matched before and after they make a commitment
  • Provides the confidence in your data to create merge variables in ask and acknowledgement pieces not only requesting the match but telling your donors what the match ratio is and how they go about getting the gift matched
  • Ensure that all of your organization records have current and accurate matching information you preserve the integrity of your match data even as you add, update and remove employement information from individual records
  • Locate local matching gift companies and increase your exposure to their employees.
  • Identify match eligible donors in your database and reach out to them with a digitized version of the match form

Features and Benefits

  • HEP electronically screens all of your constituent and employer records ensuring that you are utilizing current and accurate data for all records regardless of giving history
  • Typical AutoMatch screenings update 4% to 12% of each database
  • HEP will append the most current policy data available(min./max. gift, gift ratio, match form url, etc.) to your records and return them to you for upload into your database

Implementation 

  • Most Screenings take fewer than 3 days 
  • You supply a simple text file of donor and organization data and we return that file with appended matching information
  • Contact us to sign-up today!

Interactive Demos of AutoMatch:


















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