Learning Center
The Learning Center is repository of information hosted by HEP Development. The repository houses resources that can be of assistance to the fund-raising professionals involved in coordinating the matching gift process and functions at non-profit organizations.
- Matching Gift Webinar -"Creating an Active Matching Gift Program for your Community College." 5/9/2012
Below is a link to both the PowerPoint and
the PowerPoint presentation with the audio.
- Council for Aid to Education VSE - 2012 Matching Gift Survey of 687 institutions
Highlights include a total of $137 million received by all institutions with an average matching gift of $766.00
The average received in 2012 by those surveyed was $199.771.00
- White Paper – Three Simple Ways to Increase Matching Gift Revenues
- 2009 CAE Matching Gift Survey Results
The 2009 Council for Aid to Educations VSE annual survey has been recently released. Matching Gifts as a percentage of Corporate Support was 5.0%. The average Matching Gift was $793.00. for the 717 institutions reporting. The total matching gifts for all reporting institutions was $156 Million. . For the statistics on Matching Gifts for almost 717 higher education institutions including some private elementary and secondary schools click here. For the full report contact CAE click here
- Matching Gift Companies Grow in 2009.
In 2009 there was a net increase of 161 companies that started a matching gift programs. This continues the trend of 2008 where 199 companies net new companies were added to HEP Gift Plus database. The increase in the total number of companies in spite of our economic downturn is good news for all matching gift programs. The totals reflect the loss of companies through sales and mergers as well as the discontinuation of matching gift programs.
- According to the “Giving in Numbers” 2009 edition compiled by the CECP – Committee Encouraging Corporate Philanthropy
Corporate Giving was up in 2008 in spite of profit declines. Matching Gifts according to the survey accounted for 20% of Information Technology
company’s cash giving (pages 35-36 focus on matching gifts) click here for full report.
- February declared MATCHING GIFT MONTH by Matching Gift Advisory Council.
Leesburg, VA: June 22, 2009 – The month of February has been designated as Matching Gift Month,
HEP Development’s Matching Gift Advisory Council (MGAC) announced today, with the first celebration set for February, 2010.
The establishment of February as Matching Gift Month will allow nonprofits and companies to build awareness of matching gifts benefits,
celebrate achievements and inspire more companies to establish matching gift programs. Nonprofits will also be able to remind donors
of pending matching gifts and thank them and companies alike.
- 2009 Matching Gifts Survey Results
Thanks to Brian Dowling and Amy Phillips the results of the 2009 Matching Gifts Survey are now released.
The response rates were very good with almost 450 participants. We hope we can all learn strategies to improve our matching gift efforts
through reviewing the results of this fourth annual survey. Click here for entire survey.
- Matching Gifts Increases in 2008 according to CAE survey
The 2008 Council for Aid to Education VSE annual survey has been recently released. Matching Gifts as a percentage of
Corporate Giving Increased over 2007 as did the total dollars received which rose to $175 million in 2008 compared with $169 million in 2007.
The average annual gift for 2008 was $811. For the statistics on Matching Gifts for almost 1,000 higher education institutions and over 250
private elementary and secondary schools click here.
For the full report contact vse@cae.org
- Matching Gift Webinar -“Best Practices In Matching Gift Administration.” 7/1/09
Many thanks to our panelist Gail Ferris, Director of Development Services at The Catholic University of America. Below is a link to both the
PowerPoint and the
PowerPoint presentation with the audio
- Donor Quote – Sending a link in an email to the matching gift form pays
“I don't have a question. I want to say THANK YOU THANK YOU THANK YOU for including information in my donor emails that tells me how to get my
employer to match my donations. I work at Home Depot, and I had no idea they would match charitable donations.
Thanks to that link in your emails, I have sent them documentation to get you the maximum amount they will match ($1000).
I have so much fun on this site, reading and picking and choosing the projects. My fun is marred only by the fact that
I don't have MORE money to spend here!”
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Ten Ways to Increase Traffic to Your HEP EMATCH Donor Link Matching Gift Page
- Matching Gift Webinar -“Using Phonathon to Positively Influence Matching Gift Programs.” 4/29/09
Many thanks to our panelist Jason Fisher, Senior Counsel for Advancement Solutions. Below is a link to both the
PowerPoint
and the
PowerPoint presentation with the audio
- According to the “Giving in Numbers” 2008 edition compiled by the CECP – Committee Encouraging Corporate Philanthropy
$4.39 million was the median dollars given by the Fortune 100 in 2007 (pages 28-30 focus on matching gifts)
click herefor full report.
- Matching Gift Webinar -“How to Double, Triple, yes Quadruple Matching Gift Revenues by HEP.”
Many thanks to our panelist Jim Hammelev of The American Cancer Society for a most informative presentation. Below is a link to the
PowerPoint presentation with the audio
- Matching Gift Webinar -“Strategic Steps to Maximize Matching Gifts in Challenging Times.”
Many thanks to our panelists Mike Westfall, VP for Advancement, Eastern Washington University and to Don Philabaum of Interactive Strategies.
Below is a link to both the PDF and
PowerPoint presentation with the audio
the
- "Ten Most Important Statistics in Phonathon" by Jason Fisher Matching Gift Percentage. [Total Matching Gifts divided by Total Pledges]
The industry average is somewhere around 6-10%, with the higher number representing institutions that employ many people in Fortune 500 jobs. Engineering, financial, and business degrees will usually lead to higher matching gift percentages. But if your program isn't asking for them, then you are missing out on free money that helps the bottom line. When I look for opportunities to make an immediate impact on overall program improvement in dollars raised, I first make sure this number is reaching its fullest potential.
For complete article click here
- 2008 Matching Gifts Best Practices Survey Results
The 2008 Matching Gift Best Practices Survey conducted by Amy Phillips and Brian Dowling.
This comprehensive survey results are now available for your review.
Click here for survey results
- Council for Aid to Education 2007 Survey (Matching Gifts)
The 2007 CAE VSE annual survey has been recently released. For the statistics on
Matching Gifts for almost 1,000 higher education institutions and over 250 private elementary and secondary schools
click here For the full report contact vse@cae.org
- How to Capture Employer Information
Nationally about 10% of the money that corporations contribute each year is reserved to help match employee gifts.
So, I would not be surprised if 10% of your database has a connection to a matching gift company particularly in Philly.
Also, if you have the time and resources I would not even consider going with a Passive Matching Program. With an Active Program,
which includes brochures, company look ups on your website, sending special thank yous, etc., you will see a significant increase
in matching gifts. In 1955, when matching gifts began, they were pretty much exclusively targeted to match gifts made to colleges and universities.
Today, more than one-fourth of all companies with matching gift companies place no restrictions on the type of nonprofit
that can qualify for a matching gift - so, it's pretty much free money if you do the asking. The best thing the Zoo can do is
to obtain business information from everyone coming through the gate. Do a "Place Your Busines Card Here" fishbowl contest for a
free return admission to the Zoo. If you have the names of corporate sponsors at your various exhibits highlight those that offer
matching gift programs that can benefit the Zoo. And, don't forget to find out where the spouses of all of your volunteers work
(including the Board and all of the Zoo's various Advisory Boards) as many companies will match gifts made by spouses.
Graciously contributed by Scott Sheldon of Catholic Charities on Prospect-L listserv
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How to Increase Matching Gift $Dollars
added a matching reference to our receipts a few months ago, and it has really paid off. I have standard wording that is included on our pledge coupons, mailers, and all receipts: Will your employer match this gift? Find out at (E-Match link) http://www.hepdata.com/ematch.cfm This will catch some donors for whom we have no employment information, but who do work for a matching company. I have also persuaded some of our on-campus constituents to include this wording in their letters, web sites, magazines, etc. As a result, the matching applications coming in through the colleges have increased and the corresponding corporate matching funds have increased by over 20%."
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2008 Volunteer Time Study
According to Marianna Funk, Director of Research for HEP Development, "the matching of volunteer time is definitely on the upswing and is in fact one of the most frequent changes to the database" of 16,400 corporations and subsidiaries currently tracked by HEP.
The study revealed that 4009 companies and subsidiaries now match volunteer time or almost 25% of the database now matches volunteer time. Access to the data is currently available on line through Gift Plus On-Line and will soon be available as well in E-Match, a webpage that is customized for a school or non-profit that tells a donor or alum whether his or her employer is match eligible. Pricing and examples of both products are available at www.hepdata.com
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