Aligning Your Company's CSR Strategy with Matching Gifts

Aligning Your Company’s CSR Strategy with Matching Gifts

Corporate Social Responsibility (also known as CSR) has become an essential component of a company’s brand and reputation. Many businesses now view their role in society as a key aspect of their operations, and CSR strategies are being increasingly used to drive positive impact and foster goodwill within communities. One powerful way companies can align their CSR strategy with meaningful charitable impact is through matching gifts.

By integrating matching gift programs into their CSR strategies, companies can significantly amplify the impact of employee donations while simultaneously enhancing their corporate image. This alignment offers mutual benefits: it fosters employee engagement, supports charitable causes, and strengthens the company’s position as a responsible corporate citizen. In this post, let’s explore how businesses can successfully incorporate matching gift programs into their CSR strategies to drive long-term success. We’ll cover:

Corporate social responsibility has evolved significantly over the years, with many companies now using it as a core pillar of their brand. Matching gifts offer a simple yet powerful way to strengthen CSR efforts, benefiting both companies and the causes they support. This post will provide actionable insights into how businesses can align their CSR strategy with matching gifts and leverage this tool to make a lasting impact.

Understanding CSR and the Role of Matching Gifts

Corporate Social Responsibility (or CSR) encompasses a company’s initiatives to operate ethically, contribute positively to society, and ensure that its business activities align with environmental and social goals. Traditionally, CSR activities included charitable donations to nonprofits, community outreach, and environmental sustainability efforts.

However, one of the most effective ways for companies to extend their CSR goals is to offer matching gift programs for their employees. These generous initiatives encourage employees to donate to causes they care about by matching their donations, typically on a dollar-for-dollar (or more) basis. This not only increases the overall impact of donations but also encourages employees to become more involved in charitable giving.

Therefore, matching gift programs are a direct way for companies to contribute to social causes while amplifying their impact. A company not only supports the causes its employees care about but also fosters a culture of giving and social responsibility within the organization. This makes matching gifts an essential component of a broader, well-implemented CSR strategy.

Why Matching Gifts are a Perfect Fit for Your CSR Strategy

Integrating matching gift programs into your CSR strategy makes perfect sense, as they inherently align with the values of most corporate responsibility efforts. Here’s why this works:

1. Increasing Employee Engagement and Retention

Matching gifts demonstrate that a company is genuinely invested in its employees’ values and the causes they support. This type of engagement creates a strong sense of connection between the employee and the organization, enhancing loyalty and employee satisfaction. Additionally, matching gifts foster a sense of camaraderie among employees who may choose to contribute to similar causes.

Studies have even shown that employees who feel their company supports charitable causes are more likely to remain at that company long-term.

2. Boosting Charitable Contributions & Nonprofit Visibility

Matching gifts directly increase the funding that charitable organizations receive. By offering a matching gift program, companies effectively multiply the impact of each employee’s donation. This enables companies to make a significant impact on their chosen causes.

At the same time, when your company matches employee donations, the visibility of the causes they support increases. Many employees will share their experiences with their networks, raising awareness of the organizations they contribute to. This creates a virtuous cycle in which both the company and the charitable organizations gain exposure.

3. Promoting Corporate Values

When matching gift programs are aligned with the company’s CSR objectives, they allow the business to showcase its values in action. For example, if your company is committed to education, you can encourage employees to donate to schools and educational causes and match their gifts accordingly. By aligning the program with your company’s CSR values, you amplify the authenticity of your CSR initiatives.

4. Attracting Top Talent

More and more job seekers (especially in the younger generations) are prioritizing companies that demonstrate a commitment to social good. A robust matching gift program is a great way to attract talent that is passionate about philanthropy and social responsibility. This reflects positively on the company’s culture and enhances its reputation in the eyes of potential employees.

5. Stronger Brand Image

When your company supports social causes through matching gifts, it enhances its reputation as a responsible corporate entity. Customers, partners, and employees will view your company as one that prioritizes social responsibility, which can significantly impact brand loyalty and public perception.

6. Tax Benefits

Offering a matching gift program can also provide tax advantages to companies. Donations made through matching gift programs are often tax-deductible, and businesses may receive credit for their philanthropic contributions. This can create a win-win for both the company and the charities it supports.

How to Align Your Matching Gift Program with Corporate Values

To successfully integrate matching gifts into your CSR strategy, ensure your program aligns with your company’s core values and mission. Here are some key considerations:

1. Identify Key Focus Areas

Begin by identifying the causes that align with your company’s values and CSR goals. For instance, if sustainability is a significant component of your company’s mission, you might prioritize matching gifts to environmental organizations. If your company focuses on education or healthcare, those areas should be given priority in your matching gift program.

2. Communicate the Program’s Alignment

Once you’ve identified the key causes, communicate this alignment clearly to your employees. Make sure they understand that the matching gift program isn’t just a way to increase donations, but also to advance the company’s social responsibility goals. Highlight how their donations will be helping the causes that matter most to the organization.

3. Track and Report Results

To ensure your matching gift program effectively advances your CSR strategy, track matched donations and report on the results. These reports will help demonstrate the impact of your program and can be used in both internal and external communications.

Consider the following metrics:

  • Total Donations Matched: Track the total amount of matched donations and the number of employees participating.
  • Employee Engagement: Measure the increase in employee participation rates over time. Are employees donating more or more frequently because of the matching program?
  • Cause Impact: Assess how much the matching gift program has helped the causes supported by your company. Has it led to more funding for those organizations?
  • Public Perception: Gather feedback from employees and the public on how they view your company’s CSR efforts. Is the program helping strengthen your brand’s image?

These metrics can help you refine your CSR strategy and ensure that matching gifts are contributing to your larger goals. All in all, transparency in reporting helps build trust and shows that the company’s CSR efforts are making a tangible difference.

Best Practices for Implementing Matching Gifts in Your CSR

To maximize the overall success of your company’s matching gift program, consider these actionable best practices:

1. Simplify the Process

Make it easy for employees to submit their matching gift requests. Streamline the process by providing clear instructions and access to an intuitive matching gift platform or portal. The easier it is for employees to participate, the more likely they are to take advantage of the program, thereby increasing your company’s benefits.

Hint: Work with a CSR vendor platform that has matching gift auto-submission enabled to streamline the donor experience and facilitate more matches for employee donations!

2. Promote the Program Regularly

Keep matching gifts top of mind by regularly promoting the program through internal communications. Send reminders during key times of the year, such as during holiday giving campaigns or at the start of the year when employees may be making new donation decisions.

3. Provide Recognition

Recognize employees who participate in the matching gift program. Publicly acknowledge their contributions, whether through company newsletters or social media channels. Recognizing employees for their charitable actions not only boosts morale but also encourages others to follow suit.


Wrapping Up & Next Steps

Aligning your company’s CSR strategy with matching gifts is a powerful way to increase both the financial and social impact of your efforts. Not only does it boost employee engagement, but it also enhances your company’s reputation, attracts top talent, and strengthens the causes that matter to your stakeholders.

Now is the time to evaluate your existing CSR strategy and explore how matching gifts can be integrated within it. By aligning these programs with your core values and focusing on effective communication, promotion, and measurement, you can ensure your company’s CSR initiatives make a real difference.

With the right approach, matching gifts can become a cornerstone of your long-term CSR success.

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How Small Companies Can Get Started with Matching Gifts

How Small Companies Can Get Started with Matching Gifts

Corporate giving is one of the most impactful ways for companies to support charitable causes while engaging employees. While large corporations have long been the primary drivers of matching gift programs, small companies can also tap into this valuable opportunity.

Still, for many small businesses, the idea of offering matching gifts may seem daunting, especially if they lack the resources or know-how. However, getting started with matching gifts is easier than ever for companies of all shapes and sizes.

In this guide, we’ll explore how small businesses can introduce matching gift programs, the benefits of doing so, and the tools and resources available to make the process seamless. We’ll cover:

Small companies’ matching gifts programs have become a crucial part of workplace giving. Today, offering matching gifts is an accessible way to amplify charitable donations and engage employees alike. Small companies are using matching gifts to align their values with their philanthropic efforts, creating positive outcomes for both their business and the communities they serve.

In the following sections, we’ll break down exactly how small businesses can take advantage of this growing trend.

What Are Matching Gifts?

A matching gift program is a corporate philanthropy initiative in which companies match their employees’ charitable donations to eligible nonprofit organizations. Employees get to amplify the impact of their donations, while companies can enhance their corporate social responsibility efforts, improve employee engagement, and foster a culture of giving.

Typically, matching contributions are made at a 1:1 ratio, meaning that for every dollar an employee donates, the company will match it with a donation of its own. However, many companies offer more generous matches. Some match donations at a 2:1 or 3:1 ratio, meaning the company gives twice or three times the amount of the employee’s donation, further incentivizing charitable giving. This not only increases the charity’s overall contributions but also makes employees feel even more motivated to give, knowing that their donations are having a greater impact.

The Benefits of Offering Matching Gifts for Small Companies

For small companies, the benefits of matching gifts extend beyond just fulfilling a charitable cause. The process of offering matching gifts can create a positive ripple effect in the workplace and the broader community. Let’s explore these benefits in more detail:

1. Boost Employee Morale and Retention

Employees who feel that their employer supports causes they care about are more likely to be satisfied with their job and remain with the company long-term. Matching gift programs provide a tangible way for businesses to engage their employees in meaningful philanthropy and improve morale.

2. Expand Your Philanthropic Reach

Matching gift programs allow small companies to amplify their charitable contributions. Even with a limited budget, businesses can still make a significant impact by matching their employees’ donations. This leads to larger total donations for nonprofits and helps the company build stronger relationships with the causes it supports.

3. Attract Top Talent

As employees increasingly prioritize companies that align with their personal values, a robust matching gift program can be a competitive workplace advantage. Potential employees will see the company as one that values community engagement and social responsibility, and will want to be involved.

4. Strengthen Community and Brand Reputation

Corporate social responsibility is increasingly important to both consumers and employees. By investing in matching gift programs, small businesses demonstrate their commitment to the community and enhance their brand image, which can lead to positive publicity, increased loyalty, and stronger customer relationships.

How Small Companies Can Start Offering Matching Gifts

Getting started with a matching gift program might seem intimidating for small businesses, but the process is much more straightforward than it appears. Here’s a step-by-step guide to launching your program:

1. Set Clear Objectives & Guidelines

Before you roll out a matching gift program, it’s crucial to establish clear goals. Therefore, ask yourself what you want to achieve with the program. (E.g., increase employee engagement, boost donations for a specific cause, etc.)

From there, you’ll need to establish specific program guidelines. This should include:

  • Eligibility Requirements for Employees: Clearly outline which employees are eligible for matching gifts. For example, are the matches available only to full-time employees, or will part-time and retired employees also qualify? Define whether employee spouses or board members are eligible as well, as this can vary by company.
  • Eligible Nonprofits and Causes: Determine which charitable organizations are eligible to receive matching gifts. Will you match donations to any 501(c)(3) nonprofit, or will the company focus on specific sectors or causes, such as education, healthcare, or environmental protection?
  • Deadlines for Matching Gifts: Set clear deadlines for employees to submit matching gift requests. For instance, will requests need to be submitted within 30 days of the donation, or will the company allow a longer time frame? Some companies have fiscal or year-end deadlines, while others may have rolling expirations.

By setting clear objectives and guidelines, you create a structured and transparent matching gift program that employees can easily understand and participate in, leading to greater engagement and success.

2. Determine Your Budget

When setting up your matching gift program budget, it’s important to define the match ratio, donation limits, and overall program costs.

First off, the matching gift ratio determines how much the company contributes in relation to the employee’s donation. A typical starting point is a 1:1 match, but small companies may offer lower or higher ratios based on their available resources. From there, you’ll need to establish minimum and maximum donation limits. Set a minimum donation (e.g., $25) that employees must contribute for the company to match it, and a maximum match (e.g., $2,500) to keep costs manageable. This ensures the program is scalable and aligns with your company’s budget.

Overall, you’ll want to start with a conservative budget, especially if it’s your first time offering matching gifts. For example, a 1:1 match with a $1,000 maximum could cost around $50,000, depending on your employee count and whether all qualifying individuals reach the cap. As the program grows, you can adjust the match ratio or limits according to your budget.

3. Choose the Right Matching Gift Platform

One of the easiest ways to set up a matching gift program is by using a matching gift platform. Many companies now offer affordable, user-friendly solutions tailored to small businesses. For example, dedicated platforms like Selflessly, Millie, and Uncommon Giving are perfect for small businesses like yours.

Many of these platforms are even CLMA-certified (Certified Leaders in Matching Automation), which ensures they offer matching gift auto-submission, simplifying the process for both companies and employees.

4. Communicate the Program to Employees

Once your matching gift program is set up, the next critical step is ensuring that employees are fully informed and motivated to participate. Clear and consistent communication is key to driving engagement and making the program successful.

Here’s how you can effectively communicate your matching gift program to employees:

  • Utilize Multiple Communication Channels: Use a variety of internal communication channels to reach employees where they are most active. This might include emails, company-wide meetings, intranet posts, or even internal newsletters.
  • Provide Clear and Simple Instructions: Don’t leave employees guessing about how to participate. Provide step-by-step instructions for submitting a matching gift request. This should include where to find donation forms, how to check if they qualify, and what documentation (if any) is required.
  • Encourage Participation Through Friendly Reminders: After the initial announcement, keep the program top of mind with periodic reminders. This can include monthly emails, reminders during team meetings, or updates during company-wide calls. Share stories of employees who have successfully used the program, showing real-world examples of how their participation made an impact.
  • Incorporate Program Information into the Onboarding Process: Don’t forget to include the matching gift program in your new employee orientation. New hires are more likely to engage with the program if they are introduced to it during their initial experience with the company. This sets the tone early on, encouraging long-term participation.
  • Get Your Program Added to Double the Donation’s Database: Ensure that your matching gift program is added to Double the Donation’s matching gift database. Using the easy form here, you can make your program visible to employees when they donate to their favorite nonprofits through the platform.

By effectively communicating your matching gift program, you’ll increase employee awareness and participation. The more employees understand how the program works, the easier it will be for them to get involved, thereby boosting both the program’s success and the impact of the company’s charitable efforts.

See it in Action: 3 Small Businesses that Match Gifts

As small businesses increasingly recognize the value of supporting charitable causes, many are offering matching gift programs to their employees. These programs not only help employees amplify their impact but also enhance the company’s community engagement.

Here’s how three inspirational small businesses (with fewer than 60 employees each) have embraced matching gifts:

First Person Advisors

First Person Advisors is a benefits and compensation advisory firm based in Indianapolis, Indiana. Since its founding in 1998, the company has worked alongside more than 350 other businesses to provide cost-effective, customized employee benefits and compensation solutions. With a staff of approximately 55 employees, First Person Advisors is deeply committed to supporting its community.

The company offers a 1:1 matching donation for gifts between $25 and $2,500 made by both full-time and part-time employees. The matching gift program is available for donations to most 501(c)(3) organizations, empowering employees to contribute to causes they care about.

Patrick Lumber Company

Patrick Lumber Company, a family-owned business based in Portland, Oregon, has been a leading manufacturer and distributor of high-grade wood products for over 100 years. The company operates with a tight-knit team of 30 to 40 employees who are dedicated to providing excellent customer service and high-quality products to a wide range of clients worldwide.

Patrick Lumber offers a 1:1 match for employee donations between $25 and $1,000, available to both full-time and part-time employees. Donations can be directed to almost any registered nonprofit organization, giving employees the flexibility to support a variety of causes. By providing this matching gift program, Patrick Lumber fosters a culture of giving back, amplifying the positive impact of its employees’ contributions.

HumanFirst

HumanFirst is a small, innovative company specializing in human-centered design for business processes, helping organizations optimize operations and improve efficiency. Despite its small size with just 20 employees, HumanFirst is strongly committed to corporate social responsibility.

In doing so, the company offers a 1:1 matching donation for gifts made by full-time employees, with a low minimum of only $1 required. While the upper limit of the match is campaign-specific, the company supports donations to most 501(c)(3) organizations. Employees can easily submit their matching gift requests through HumanFirst’s CSR platform, streamlining the auto-submission process for donors. This simple, efficient experience makes it easier for employees to engage with the company’s matching gift program, helping them further their commitment to giving back.


Wrapping Up & Next Steps

Small companies can significantly benefit from offering matching gift programs, both for employee engagement and for corporate social responsibility. While setting up a matching gift program may seem daunting at first, the process is more accessible than ever with the right tools and technology.

By selecting the right platform, clearly communicating the program to employees, and maintaining engagement, your company can make a meaningful impact on the causes you care about while fostering a culture of giving within your organization. Best of luck!

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The Future of Corporate Philanthropy & Matching Gifts

The Future of Corporate Philanthropy & Matching Gifts

Corporate philanthropy has always played a vital role in supporting nonprofit organizations and communities. However, in recent years, the landscape of corporate giving has evolved, and businesses are rethinking how they contribute to social causes. One of the most influential shifts has been the rise of matching gifts, a form of corporate giving that allows employees to double or even triple their donations through employer matches. As corporate giving continues to expand and evolve, the future of corporate philanthropy (and matching gifts in particular) holds enormous potential for both companies and nonprofits.

In this post, we’ll explore the key trends shaping corporate giving, how companies (and nonprofits) are adapting to the changing landscape, and how organizations can capitalize on these opportunities to drive long-term success. This will include:

Corporate philanthropy has seen a steady rise over the past few years, with corporate matching gift programs emerging as a critical component of workplace giving. As we move forward, matching gifts are expected to continue expanding in both scope and impact, helping companies engage employees and nonprofits raise more funds. Understanding these shifts and how they align with overall CSR strategies is crucial for both companies and nonprofits looking to maximize their social impact.

Now, let’s take a deeper dive into the future of corporate philanthropy and how these trends will shape the sector in the years to come.

The Evolving Landscape of Corporate Philanthropy

Corporate philanthropy has always been a way for businesses to contribute to society, but it’s no longer just about writing a check at the end of the year. Companies are now more intentional in their philanthropic efforts, aligning them with broader Corporate Social Responsibility (or CSR) goals that focus on making a positive impact on society, the environment, and the workforce.

Today, corporate giving is shifting toward long-term, sustainable initiatives. Companies are increasingly recognizing that their CSR strategies need to reflect a commitment to social good rather than just financial contributions. With the rise of employee-driven giving initiatives like matching gifts and other programs, businesses are not only promoting charitable giving but also fostering employee engagement, loyalty, and brand reputation.

Growth of Corporate Giving

Corporate giving has been growing steadily over the past few years, reaching record-breaking figures. In fact, the most recent Giving USA report indicates that corporate giving reached $44.4 billion, with matching gift programs accounting for a significant share. What’s driving this growth? For one, there’s an increasing recognition of the importance of giving back. Additionally, both consumers and employees are demanding that companies do more to contribute to the communities they serve.

But it’s not just large enterprises that are getting involved; small and mid-sized companies are also stepping up their philanthropic efforts. Many are offering matching gift programs, volunteer grants, and other workplace giving initiatives. The future of corporate philanthropy is poised to be more inclusive, with businesses of all sizes playing an active role in supporting charitable causes.

As the landscape of corporate philanthropy continues to evolve, several key trends are driving the future of workplace giving. These findings are shaping how companies approach corporate social responsibility and matching gift programs.

Here’s what we can expect to see more of in the years to come:

1. Increased Focus on Employee-Driven Giving

Employee engagement is a central theme in the future of corporate philanthropy. Companies are recognizing the power of their workforce to drive charitable giving, and many are rolling out year-round programs that encourage employees to get involved. By offering matching gifts and volunteer grants, for example, businesses empower employees to make a greater impact on the causes they care about.

2. The Shift Toward Year-Round Giving

While companies used to concentrate their giving efforts around specific times of year, such as the holidays or major fundraising events, there’s a growing trend toward year-round giving. Businesses are increasingly investing in continuous employee-driven giving initiatives, such as matching gifts and ongoing volunteer opportunities, to ensure philanthropy remains a consistent part of corporate culture rather than a one-time occurrence.

3. The Rise of In-Kind Donations and Volunteerism

In addition to financial contributions, many businesses are focusing on in-kind donations and corporate volunteering. These programs allow companies to donate goods or services rather than just money, which can be a valuable way to support nonprofit organizations. Volunteerism is also growing as companies recognize the benefits of giving employees the opportunity to contribute their time and skills to social causes.

The Role of Matching Gifts in the Future of Corporate Giving

Matching gift programs have been around for decades, but they are poised for even greater prominence in the future of corporate philanthropy. After all, matching gifts are an essential part of workplace giving because they allow employees to increase the impact of their donations.

As companies and employees both focus on maximizing their charitable impact, matching gifts are expected to become even more integral to corporate giving strategies. Here’s what we expect this to look like:

1. More Generous Matching Gift Programs

Many companies are becoming more generous with their matching gift programs. Increasing match ratios, raising the maximum donation amounts, and lowering the minimum donation requirements are just a few ways businesses are making matching gifts more accessible. This trend is likely to continue as businesses recognize the ever-growing importance of encouraging employee participation in philanthropic efforts.

2. Expanding Match Eligibility

Another key development is expanding matching gift eligibility to include more employees. Companies are increasingly offering matching gifts to part-time employees, retirees, board members, and even spouses. This broadening of eligibility is helping businesses engage a larger portion of their workforce in charitable giving, which is essential for expanding the reach and impact of matching gift programs.

3. Simplification of the Matching Gift Process

As more companies seek to streamline their matching gift programs, the processes involved with submitting and tracking matching gift requests are becoming easier. Tools like Double the Donation and other matching gift software platforms allow employees to quickly and easily submit their match requests. This simplification reduces barriers to participation and increases the likelihood that employees will take advantage of matching gift opportunities.

How Companies Are Adapting Their CSR Strategies for the Future

As we look toward the future of corporate philanthropy, companies are adapting their CSR strategies to meet the demands of employees, consumers, and nonprofit organizations alike. Here are a few ways businesses are evolving:

1. Integrating Corporate Giving with Business Strategy

More companies are integrating their philanthropic efforts into their core business strategy. By aligning their CSR objectives with their mission and values, businesses are creating a more authentic and impactful giving strategy. This alignment helps strengthen brand loyalty and attracts passionate employees who want to make a difference.

2. Increasing Transparency and Impact Reporting

Transparency is becoming increasingly important in corporate giving. Companies are expected to report on the impact of their philanthropic initiatives, including matching gifts. By providing detailed reports on how donations are being used and the difference they’re making, companies are enhancing their credibility and fostering greater trust with both employees and the public.

3. Focusing on Long-Term Partnerships with Nonprofits

Another key evolution in CSR is the move toward long-term partnerships with nonprofits. Rather than one-off donations or short-term collaborations, companies are seeking to build lasting relationships with organizations that align with their mission and values. These partnerships allow companies to create more meaningful, long-term impact, rather than just giving sporadically.

How Nonprofits Can Leverage Corporate Philanthropy Trends

Nonprofits have an incredible opportunity to tap into the growing trend that is corporate philanthropy. Here are a few impactful ways they can do so:

1. Promote Matching Gifts to Donors

Nonprofits can increase their revenue by promoting matching gift opportunities to their donors. Many donors are unaware that their employer will match their donation, so it’s crucial to actively educate and encourage them to take advantage of matching gift programs. For the best results, incorporate matching gift information throughout your social media, email marketing, donation process, nonprofit website, and more.

2. Build Relationships with Companies

Nonprofits should build long-term relationships with companies by focusing on corporate partnerships that align with their mission. By working closely with companies on charitable initiatives, nonprofits can ensure ongoing support and increase the impact of their programs. Keep in mind that your current donors’ employers can be some of your greatest prospects!

3. Keep an Eye on Program Updates

Make sure your team stays up to date on workplace giving program updates, as companies are refreshing their initiatives every day. The easiest way to do so? Use a matching gift database that tracks these changes and provides you and your donors with the information you need at your fingertips.

The Impact of Technology on Corporate Philanthropy

Technology has revolutionized nearly every aspect of business operations, and corporate philanthropy is no exception. While historically, enterprise CSR platforms were designed to meet the needs of the largest companies, advancements in technology have now made corporate giving software accessible to businesses of all sizes, including small ones. Today, any-sized companies can implement corporate giving initiatives, such as matching gift programs, thanks to user-friendly platforms that simplify the process.

These platforms, such as Selflessly, Millie, and Uncommon Giving, cater specifically to smaller businesses, allowing them to offer matching gift programs and other charitable giving initiatives. What’s more, many of these platforms are CLMA-certified, a designation by Double the Donation that recognizes providers with an integrated auto-submission feature for matching gifts. This innovation ensures that the matching gift process is as seamless as possible for donors, making it easier for individuals to submit matching requests and for companies to manage their contributions.

As more companies embrace these tools, more funding becomes available to nonprofits, creating a win-win situation for both the corporate world and charitable organizations.

In parallel, nonprofit technology continues to evolve, streamlining the donation and matching gift submission process for donors. This increased efficiency means donors can submit matching gift requests quickly and accurately, while nonprofits can track and manage corporate gifts more easily. As these technologies advance, they continue to reduce friction in the donation process, enabling nonprofits to raise more funds and engage more donors.


Wrapping Up & Next Steps

The future of corporate philanthropy is bright, with matching gifts at the forefront of this evolution. As companies continue to embrace employee-driven giving and expand their philanthropic efforts, nonprofits have a tremendous opportunity to capitalize on these trends to raise more funds and foster long-term relationships with corporate partners.

To stay ahead of these trends, both companies and nonprofits must focus on increasing transparency, embracing technology, and making corporate giving programs more accessible and impactful. By doing so, they can ensure the future of corporate philanthropy benefits all stakeholders.

For nonprofits aiming to make the most of matching gifts and broader workplace giving:

Raise more with matching gift automation software

For companies looking to get started with or scale up their corporate giving:

Drive matching gifts with the right software

How Businesses Use Matching Gifts to Attract Gen Z Talent

How Businesses Use Matching Gifts to Attract Gen Z Talent

In today’s competitive job market, businesses are constantly looking for ways to attract top-tier talent, and one strategy that’s gaining momentum is corporate matching gifts. These initiatives, which allow companies to match employee donations to charitable organizations, are a unique and impactful way to engage potential hires.

In particular, matching gifts resonate strongly with Gen Z, a generation known for its commitment to social causes and its desire to work for companies that align with its values.

In this blog post, we’ll explore how businesses use matching gifts to attract Gen Z talent and why these programs are crucial for building a strong, purpose-driven workplace. Specifically, we’ll cover:

In an era where corporate culture plays a crucial role in recruitment, businesses are leveraging innovative strategies to attract and retain top talent. Matching gifts are a growing trend, particularly among organizations eager to connect with Gen Z workers.

Let’s dive in to learn more!

What Are Matching Gifts?

Before diving deeper into how matching gifts are used to attract Gen Z talent, it’s essential to understand what they are. To keep things simple, a matching gift program is a corporate giving initiative in which companies match employee donations to eligible nonprofit organizations, typically at a 1:1 or 2:1 ratio. These programs can extend to various causes, including education, health, and environmental sustainability, making it an attractive offering for potential employees who want to make an impact in the world.

These programs have existed for decades, but their popularity has surged as employees, particularly younger individuals such as those from Gen Z, have become increasingly socially conscious. It’s no longer just about offering a salary or benefits. Now, job seekers want to know that their employer shares their values and is committed to supporting meaningful causes. Hence, matching gifts.

Why Matching Gifts Appeal to Gen Z Talent

Gen Z, defined as individuals born between 1997 and 2012, is a generation that values authenticity, purpose, and transparency. More than any previous generation, Gen Z is deeply committed to social causes.

This is evident in their choices, as statistics show that many prioritize sustainability, ethical business practices, and charitable giving when making purchasing or employment decisions.

For companies, these findings present a unique opportunity. How businesses use matching gifts to tap into Gen Z’s philanthropic mindset is a way to stand out in a crowded job market. By offering matching gift programs, companies can not only support the causes that matter to Gen Z but also demonstrate their willingness to invest in the causes their employees care about. It’s a win-win situation that strengthens the company’s reputation and appeals to this socially conscious generation.

Moreover, Gen Z is known for seeking work-life balance, flexibility, and opportunities for personal development from employers. Matching gift programs can be seen as an extension of these values, giving employees the chance to feel that their work is contributing to a greater good.

The Role of Corporate Social Responsibility in Attracting Gen Z

Corporate social responsibility (also known as CSR) is no longer a “nice to have” but a “must-have” for businesses looking to attract top talent, especially from Gen Z. For younger generations, Gen Z included, CSR isn’t just about writing a check to a charity. It’s about being actively involved in initiatives that promote social good.

Therefore, a company’s CSR efforts can play a significant role in shaping its overall employer brand. Gen Z is particularly sensitive to issues like environmental sustainability, diversity and inclusion, and social equity. A matching gift program is an excellent way for a business to show it’s serious about giving back, as it directly involves employees in the process.

When companies publicly promote their matching gift initiatives, they reinforce their commitment to the causes they support. This can improve employee morale, loyalty, and job satisfaction, as well as attract top candidates who are eager to work for a company that aligns with their values.

How Matching Gifts Strengthen Employer Branding

Employer branding is a crucial factor in attracting the right talent, especially in a competitive job market. How businesses use matching gifts to strengthen their employer branding involves showcasing their commitment to giving back and engaging employees in philanthropic efforts.

When businesses offer matching gift programs, they signal to Gen Z that they care about more than just profits. They are willing to invest in causes that matter to their employees, making the company more appealing to socially conscious job seekers. A strong employer brand built around values such as philanthropy can also enhance employee retention, as workers are more likely to stay with a company that shares their beliefs.

Moreover, a company with a well-publicized matching gift program can benefit from positive media coverage, employee word of mouth, and increased interest from job seekers. It’s an opportunity to turn employees into ambassadors for the company’s social initiatives, thereby helping attract top-tier talent.

Examples of Successful Matching Gift Programs

Several major corporations have successfully implemented matching gift programs that resonate well with Gen Z. Here are a few examples:

  • Microsoft: Known for its generous matching gift program, Microsoft matches employee donations to a wide range of nonprofit organizations. The company also offers volunteer opportunities, allowing employees to contribute their time to causes they care about.

How businesses use matching gifts to attract Gen Z talent: workplace benefits overview

  • Nike: Nike’s matching gift program encourages employees to donate to causes related to sports, physical activity, and youth development. This aligns with the company’s brand identity and appeals to Gen Z, who value fitness and community involvement.
  • DisneyDisney’s matching gift program is designed to inspire its employees to give back to the community in a meaningful way. The company matches employee donations to a broad range of charitable organizations, particularly those focused on children, education, and the arts: areas that align with Disney’s brand and values.

How businesses use matching gifts to attract Gen Z talent: workplace benefits overview

  • Bank of AmericaBank of America’s matching gift program is a cornerstone of its corporate social responsibility, enabling employees to double their donations to eligible nonprofit organizations. With a focus on education, workforce development, and public health, Bank of America matches donations to causes that directly align with its mission to support economic mobility and financial literacy.

How businesses use matching gifts to attract Gen Z talent: workplace giving overview

These companies have successfully used matching gifts not only to give back to the community but also to foster a culture of giving among their employees. Highlighting these initiatives in recruitment materials and on social media shows potential hires that they are committed to making a difference.

Looking for even more companies that match gifts? You can even filter career insights platforms like Levels.fyi for companies that offer this workplace benefit!

Steps for Implementing a Matching Gift Program in Your Business

If you’re looking to implement or expand a matching gift program in your company, there are several steps you can take to ensure its success. Let’s walk through them together:

  1. Determine the program’s structure: Decide on the ratio of donations the company will match (e.g., 1:1, 2:1, or even more). Establish eligibility guidelines, including minimum and maximum donation amounts and the types of causes supported.
  2. Choose a matching gift platform: Using a dedicated CSR platform can streamline the process and make it easier for employees to submit donations and track matching funds.
  3. Communicate the program: Ensure employees understand the matching gift program and how it works. Use internal communications channels, such as email, newsletters, and the company intranet, to promote the program.
  4. Track and evaluate: Regularly track the success of your matching gift program. Look at participation rates, the amount of money donated, and the impact on employee satisfaction and recruitment.

By following these essential steps, businesses can create matching gift programs that resonate with Gen Z and build a positive company culture centered around giving back. Talk about a win-win!

Best Practices for Showcasing Your Matching Gift Program

To maximize the impact of your matching gift program, it’s not enough to offer it to employees. You must actively showcase and promote the program, both internally and externally, to ensure it becomes a key part of your company culture and attracts new talent. Here are a few helpful ways that you can do so:

1. Highlight Matching Gifts as a Key Workplace Benefit

Matching gift programs are an attractive perk for employees, particularly for those who are passionate about giving back to their communities. By showcasing matching gifts as a core workplace benefit, you emphasize your company’s commitment to social responsibility and make it clear that the company values employees’ philanthropic efforts.

Make sure that your matching gift program is highlighted in all employee benefits materials and on your company’s career page. Include it in onboarding materials, benefits presentations, and performance reviews, so that employees and prospects can clearly see the value of the program. When job seekers evaluate potential employers, a well-publicized matching gift program can help differentiate your company from competitors and attract candidates motivated to give back to causes they care about.

2. Report on Matching Gift Successes

Sharing the successes of your matching gift program can create a sense of community and pride among employees, while also encouraging participation. Consider compiling quarterly or annual reports that highlight the collective impact of employee donations, including how much was donated, which causes benefited, and the number of employees who participated. These reports not only celebrate the generosity of your employees but also serve as an essential reminder of the program’s potential to drive positive change.

Additionally, you can use impact stories to humanize the program. Feature employees who have made significant contributions or highlight specific projects funded through matching gifts. Reporting on these successes helps build momentum for the program and demonstrates how individual contributions, amplified by the company’s matching efforts, can have a lasting impact on important causes.

3. Promote Matching Gifts on Social Media

Social media platforms are an excellent way to share the impact of your matching gift program and attract new employees who value corporate social responsibility. Promoting matching gift opportunities on social media allows you to reach not only your existing employees but also potential new hires who may be interested in working for a company that prioritizes philanthropy.

When done right, showcasing your matching gift program not only drives employee involvement in giving back but also strengthens your employer brand and enhances your company’s reputation as a socially responsible employer.


Wrapping Up & Next Steps

Matching gift programs are an invaluable tool for businesses looking to attract and retain Gen Z and other leading talent. By supporting the causes that matter to their staff, companies can strengthen their employer brand and create a positive, purpose-driven work environment.

If your business doesn’t yet have a matching gift program, now is the time to start. Trust us: you won’t regret it.

Drive matching gifts with the right software

How to Market Matching Gifts Internally Tips for Companies

How to Market Matching Gifts Internally: Tips for Companies

In today’s corporate world, employee engagement and corporate social responsibility are more critical than ever. As a result, many companies offer matching gift programs to amplify their employees’ charitable contributions. But launching a matching gift program is only part of the process. Companies must also effectively market it internally to ensure employees are aware of it and motivated to participate.

In this blog post, we’ll explore actionable tips and strategies for businesses looking to market matching gifts internally, helping to drive participation and reinforce their commitment to giving back. We’ll cover:

Matching gift programs are a powerful tool for enhancing employee involvement and showcasing a company’s commitment to social good. However, many businesses fail to realize that launching a matching gift program is just the beginning. To truly benefit from these programs, businesses must know how to market matching gifts internally to drive awareness, excitement, and participation.

Whether you are introducing a matching gift program or looking to boost engagement with an existing one, an effective internal marketing strategy can make all the difference. Let’s dive in!

Why Marketing Matching Gifts Internally is Crucial

While many companies offer matching gift programs, the success of these initiatives often hinges on employee engagement. A common challenge for businesses is that employees may not be aware of the program, or they may not fully understand how to participate. As a result, corporations fail to realize the full potential of these programs, thereby missing the opportunity to foster a culture of philanthropy and deepen employee satisfaction.

In other words, effective internal marketing of matching gifts is essential for several reasons. These include:

  • Increased Participation: Simply offering a matching gift program isn’t enough. Clear communication and consistent promotion are required to encourage employees to take advantage of the program.
  • Enhanced Employer Brand: A well-communicated matching gift program signals to both current employees and potential hires that your company is committed to giving back to the community. This can improve employee retention and attract top talent to join your cause.
  • Strengthened Company Culture: Promoting charitable contributions fosters employee pride and reinforces a culture of purpose and shared values. This leads to a strengthened workplace culture across the board.

When done right, marketing matching gifts internally can transform your company’s philanthropic efforts into a cornerstone of employee engagement. But if your internal marketing is lacking, you risk an underutilized program that doesn’t deliver the impact you expect.

Understanding Your Employees’ Motivations

Before diving into the logistics of marketing matching gifts well, it’s essential to understand what motivates your employees to participate in these programs. While a passion for charity may drive some employees, others may be influenced by their desire to align with a company that shares their values. Understanding these motivations will help you tailor your internal marketing strategy to resonate with your workforce.

You can start by conducting employee surveys or focus groups to gather insights into the causes they care about most. Some employees may want to support education, others healthcare, while others may have a particular interest in environmental causes. This information allows you to personalize your communication and show employees that your matching gift program is aligned with their passions, whatever they are.

At the same time, highlighting the personal benefits of participating in the matching gift program is essential. Emphasize how employees can make a bigger impact through their donations, and show them how easy it is to get involved.

Developing a Clear Communication Strategy

A key component of marketing matching gifts internally is developing a clear, consistent communication strategy that keeps your employee base up to date. This involves ensuring that eligible team members are aware of the program, understand how it works, and are motivated to participate.

Here are a few elements that should be included in your communication strategy:

  1. Program Overview: Clearly explain what the matching gift program is and how it works. Include details such as the eligibility requirements, the types of donations that qualify, and the company’s matching ratio.
  2. Benefits to Employees: Highlight the personal and professional benefits of participating in the program. For example, employees might feel a sense of fulfillment knowing they are making a bigger impact through matching gifts. Additionally, aligning the program with CSR initiatives can help employees feel proud of their employer’s charitable efforts.
  3. Impact Stories: Share real-life examples of how employees’ contributions have made a tangible impact. These stories can help humanize the program and encourage others to get involved.
  4. Regular Reminders: Employees often need to hear about programs multiple times before taking action. Use a variety of communication methods to send regular reminders about the matching gift program, especially around key charitable giving periods such as the holidays or Giving Tuesday.

Developing a clear communication strategy for your company’s matching gift program is essential to ensuring that employees are well-informed, sufficiently motivated, and actively engaged. When employees feel connected to causes they care about through your matching initiative, they are more likely to take action and contribute, which not only benefits the charitable organizations they care about but also enhances employee satisfaction and strengthens your company’s culture of giving.

Leveraging Internal Communication Channels

Once you’ve developed a comprehensive communication strategy, it’s time to leverage your internal communication channels to get the message out. Several platforms can be used to promote matching gifts effectively, and we recommend taking a combined approach.

Consider these internal communication channels as you build out your strategy:

  1. Email Newsletters: Send regular employee emails with reminders about the matching gift program, featuring tips for participation and colleague success stories.
  2. Intranet or Employee Portal: Create a dedicated page or section on your company intranet where employees can easily access program information and submit donation requests.
  3. Company Meetings or Town Halls: Use company-wide meetings to discuss the importance of charitable giving and promote the matching gift program. This is also a good time to answer any questions employees may have.
  4. Internal Social Media or Slack Channels: If your company uses internal social media or messaging tools, leverage them to raise awareness and share program updates.

All in all, using multiple communication channels ensures that employees engage with the matching gift program information in various contexts and are more likely to act upon it when the time arises.

Making the Process Simple and Accessible (With Technology!)

One of the most effective ways to increase participation in your matching gift program is by simplifying the process for employees. If the process is too complex or time-consuming, employees may be discouraged from taking action, even if they’re aware of the opportunity. Luckily, partnering with a top CSR or matching gift management portal can greatly enhance participation and streamline the process.

Plus, by working with CLMA-certified providers, such as Selflessly, Millie, Uncommon Giving, and more, you can even offer employees an intuitive, automated system for submitting matching gift requests. These platforms are designed to make the process as seamless as possible, allowing for auto-submission of matching gifts directly from the donation page. This removes friction and ensures that employees don’t have to manually track or submit their donation requests, which can otherwise be a barrier to participation.

By utilizing these advanced tools, you can ensure that the matching gift process is as straightforward as possible, encouraging greater participation and engagement from your workforce. This level of convenience not only enhances the impact of your matching gift program but also reinforces your company’s commitment to supporting employees’ charitable giving.

Offering Incentives and Recognition

Offering incentives and recognition is a powerful strategy to boost participation in your matching gift program while fostering a sense of community and excitement around giving back. By making employees feel valued and appreciated for their contributions, you can significantly increase engagement and encourage others to participate.

Here are a few ideas for doing so:

  • Implement Recognition Programs: Publicly recognize employees who contribute to the matching gift program by highlighting their efforts in employee newsletters, company meetings, or on social platforms. Recognizing employees in front of their peers not only reinforces philanthropy’s value within your company but also motivates others to get involved. Acknowledgment can be as simple as a thank-you note or as formal as an employee-of-the-month-style award.
  • Offer Exclusive Incentives: Consider tangible rewards for employees who actively participate in matching gifts or meet specific donation milestones. For example, you might provide additional donation matches for employees who contribute a specific number of donations in a year, or who participate in company-sponsored fundraising events. Other incentives could include extra paid volunteer days, gift cards, or the opportunity to direct a donation to a charity of their choice.

These efforts, regardless of their specific form, make employees feel more connected to the company’s charitable initiatives and the causes they care about. Whether through public acknowledgment or personal rewards, both recognition and incentives go a long way in motivating employees to take action and contribute to meaningful causes. By making participation enjoyable and rewarding, you create a positive cycle of generosity that strengthens both employee morale and your company’s impact on the community.

Promoting Matching Gifts During Key Times

Certain times of the year present natural opportunities to promote charitable giving, making them ideal moments to boost participation in your matching gift program. By aligning your program with key dates or seasonal campaigns, you can capitalize on employees’ heightened generosity during these periods.

Here are a few ideas to help you get started:

  • Seasonal Campaigns: Tie your matching gift program to specific seasonal campaigns or awareness days, such as Earth Day, Breast Cancer Awareness Month, or National Volunteer Week. These events often resonate with employees and inspire them to give back to causes that align with their values.
  • High-Value Match Opportunities: Another effective strategy is to run limited-time matching campaigns where the company increases its match for a specific period. For instance, hosting a “double match” week around the holidays or in conjunction with Giving Tuesday creates a sense of urgency and excitement.
  • Employee Giving Days: Consider dedicating specific days to charitable giving, such as a company-wide “Volunteer Day” or “Giving Day,” where employees are encouraged to donate to causes important to them.
  • Year-End Campaigns: The end of the year is traditionally a time when many people reflect on their charitable giving. By promoting the matching gift program now, you can encourage employees to make their donations and take advantage of matching opportunities. This could be paired with a “final chance” promotion or tax-related reminders to urge employees to use the matching gift program before year-end.

By strategically aligning your program with key moments, you not only increase visibility but also tap into the natural goodwill and excitement that comes with giving during these times. This creates a buzz around the program. It also encourages more employees to take part, making your matching gift program a central part of your philanthropic efforts.

Using Employee Ambassadors to Spread the Word

One of the most effective ways to market matching gifts internally is to empower employees to become program ambassadors. Employees who are passionate about the program can share their experiences with colleagues and encourage others to participate.

You can identify potential ambassadors by looking for employees who have already donated (and gotten their gifts matched) or who are particularly enthusiastic about the company’s charitable efforts. Then, provide them with the tools they need to promote the program. These could include talking points or branded materials, and encourage them to share their success stories with others. Doing so can lead to a significant uptick in program participation as employees are led by social proof.


Wrapping Up & Next Steps

Marketing matching gifts internally is a powerful way to boost participation, foster a culture of philanthropy, and enhance employee satisfaction. By developing a clear communication strategy, simplifying the process, offering recognition, and leveraging key moments, you can create a matching gift program that resonates with employees and drives real impact.

With the right internal marketing tactics, your company can successfully engage employees and reinforce its commitment to social good. Good luck!

Drive matching gifts with the right software

How Companies Use Matching Gifts to Partner with Nonprofits

How Companies Use Matching Gifts to Partner with Nonprofits

In today’s corporate landscape, many companies are increasingly aware of the importance of giving back to the community. One of the most impactful ways businesses can engage in philanthropy is through matching gifts, which allow companies to match employee donations to nonprofit organizations. These partnerships are not only a great way to contribute to causes that matter but also help foster a culture of giving within organizations.

This blog post will dive deep into how companies use matching gifts to partner with nonprofits, the benefits of these programs, and how they can create long-lasting, impactful relationships between businesses and charitable organizations. Specifically, we’ll cover:

Matching gifts and nonprofit partnerships are a powerful tool for corporations and charities alike. By leveraging these programs, companies can amplify their corporate social responsibility efforts, while nonprofits gain access to additional funding and support.

What Are Matching Gift Programs?

Matching gift programs are a form of corporate philanthropy in which companies match donations their employees make to nonprofit organizations. This is typically done on a dollar-for-dollar basis, although some companies may offer a higher matching percentage or set caps on the total amount. The matching process helps employees double or even triple the impact of their charitable contributions.

These programs are often set up by employers to encourage employees to give back to causes they care about while also enhancing the company’s reputation as a socially responsible employer. Matching gift programs can be applied to various donation types, including financial contributions, volunteer hours, and, in some cases, event participation.

By offering matching gifts, companies benefit by establishing a strong connection between their employees and the organizations they support. For nonprofits, matching gift programs are an excellent way to increase revenue and build stronger relationships with corporate partners.

Why Companies Use Matching Gifts to Partner with Nonprofits

Companies use matching gift programs to enhance their corporate social responsibility (CSR) efforts and improve employee satisfaction. These programs often align with a company’s values while also allowing it to engage with its employees on a more personal level.

Here are several key reasons why companies choose to implement matching gift programs:

1. Enhance Corporate Social Responsibility

For many businesses, having a robust CSR strategy is crucial. By partnering with nonprofits through matching gift programs, companies can show their commitment to giving back to the community. Matching gifts allow companies to amplify their social impact without necessarily contributing all the funds themselves.

2. Improve Employee Engagement

Matching gifts can significantly boost employee morale and engagement. When companies match employees’ charitable contributions, it demonstrates that they value and support the causes their employees care about. This creates a positive work culture and helps employees feel more connected to their organization.

3. Attract and Retain Talent

A company that offers matching gift programs is more likely to attract employees who are passionate about giving back to their communities. These programs are often seen as a key workplace benefit, and many employees choose to work for companies that align with their values.

Additionally, companies that offer matching gift programs often experience higher employee retention rates. Employees who feel that their company cares about their personal values are more likely to stay with the organization. Furthermore, having a matching gift program shows that the company values employee contributions and is willing to invest in their charitable efforts.

4. Strengthen Nonprofit Partnerships

Matching gifts foster mutually beneficial relationships between companies and nonprofits. Not only does the company get to showcase its CSR efforts, but the nonprofit also receives additional funds and support. This strengthens the bond between the two entities and can lead to long-term collaborations.

5. Amplify Impact

One of the most significant benefits for companies offering matching gifts is the ability to amplify their philanthropic efforts. By matching employee donations, companies can double or even triple the total donations to nonprofit organizations. This allows companies to maximize their social impact without increasing their overall budget.

6. Positive Brand Image

Corporate social responsibility is a key factor in shaping a company’s public image. Consumers are increasingly looking to support businesses that are socially conscious and involved in meaningful causes. By offering matching gift programs, companies can improve their reputation, attract new customers, and foster loyalty among existing ones.

Key Considerations When Setting Up a Matching Gift Program

If your company is looking to implement or expand a matching gift program, there are several key considerations to keep in mind:

1. Program Limits and Caps

Many companies place limits on how much they will match per employee or per year. For example, a company may match up to $5,000 per employee annually. It’s important to communicate these limits clearly to employees so they know how much they can donate and how much the company will match.

2. Eligibility Requirements

Matching gift programs may come with specific eligibility criteria, such as minimum donation amounts or restrictions on which organizations can receive matched funds. Make sure to establish these requirements upfront and ensure they are clear to both employees and nonprofit partners.

3. Administering the Program

Companies should establish a transparent process for administering the matching gift program, including how donations are verified, how matching gifts are processed, and who oversees the program. This helps ensure that the program runs smoothly and efficiently, and is most effective when streamlined by a third-party CSR platform.

Common Pitfalls and How to Avoid Them

Matching gift programs offer many benefits, but they also come with potential pitfalls. Here are some common matching gift roadblocks and how we recommend avoiding them:

1. Lack of Awareness Among Employees

Many employees may not be aware that their company offers a matching gift program. To avoid this, make sure your business’s program is well-publicized within the company, both through internal communications and during the onboarding process.

It also helps to add program details to Double the Donation’s matching gift database, which allows leading nonprofits to surface information about your initiative when qualifying donors select your company as their employer.

2. Complicated Process for Donors

If the matching gift process is too complicated or time-consuming, donors may be discouraged from submitting their matches. Make the process as straightforward as possible, using technology to automate where possible. Matching gift auto-submission is a great solution here, made available when a company works with a CSR vendor that partners with Double the Donation.

3. Failure to Follow Up

Many matching gifts go unclaimed because donors forget to submit their match requests. Nonprofits and companies alike should make it a priority to follow up with employees and donors to remind them of the matching gift opportunities.

Best Practices for Companies and Nonprofits to Build Strong Partnerships

Building strong and sustainable partnerships between companies and nonprofits can create powerful social impact. When companies collaborate with nonprofits through programs like matching gifts, volunteerism, and charitable donations, both parties stand to gain. Companies enhance their corporate social responsibility initiatives, and nonprofits receive critical funding and support for their missions.

However, to ensure these partnerships are truly effective, both companies and nonprofits must work together strategically. Below, we explore several best practices that can help companies and nonprofits build strong, mutually beneficial partnerships that drive long-term success.

1. Establish Clear Communication Channels

Effective communication is the cornerstone of any successful partnership. For a company and a nonprofit to collaborate seamlessly, they need to keep lines of communication open, transparent, and consistent. Both organizations should establish a dedicated point of contact to manage communications and ensure that information flows smoothly in both directions.

Best Practice: Regularly update each other on program developments, campaign progress, and any changes to program logistics. Use tools like email newsletters, scheduled calls, or project management platforms to facilitate ongoing communication.

For example, a nonprofit could send quarterly updates on how matching gifts are being used to further their cause, while the company can share insights on participation rates and employee engagement with the program.

2. Set Clear, Measurable Goals

For both companies and nonprofits, the partnership will be most successful when clear, measurable goals are set from the outset. These goals might include donation targets, employee participation rates, or a number of volunteer hours. By defining success early, both parties will be aligned on expectations, helping focus efforts and resources toward achieving shared outcomes.

Best Practice: Use the SMART (Specific, Measurable, Achievable, Relevant, Time-bound) framework to outline concrete goals for the partnership. For example, a goal could be: “Increase matching gift participation by 20% over the next 12 months.”

It’s also essential to periodically assess the progress toward these goals, adjust strategies as necessary, and celebrate milestones along the way.

3. Align on Values and Mission

For a partnership to be truly effective, it’s vital that both the company and nonprofit share similar values and align on their mission. This alignment ensures that the partnership feels authentic to both employees and supporters, creating a deeper connection to the work being done. It also helps companies choose nonprofit partners that resonate with their employee base, making it easier to encourage participation in programs like matching gifts.

Best Practice: Take time to ensure your company’s values align with a nonprofit’s mission. For example, a tech company focused on sustainability may seek out nonprofits that support environmental causes. This creates a natural fit, making the partnership feel more meaningful and engaging for both employees and supporters.

4. Collaborate on Employee Engagement Strategies

Employee engagement is a critical factor in the success of corporate giving programs. Companies want their employees to be excited about the programs they offer, while nonprofits want to see active participation that translates into donations or volunteer hours. Collaborating on engagement strategies is key to motivating employees and building strong, lasting relationships between employees, the company, and the nonprofit.

Best Practice: Companies and nonprofits should work together to craft compelling campaigns that encourage employee participation in matching gift programs, volunteerism, and broader fundraising efforts. This might include creating educational resources about how matching gifts work or hosting volunteer events that bring employees together around a cause.

One example of effective collaboration could be a nonprofit partnering with a company to organize a “Volunteer Week,” where employees can sign up for hands-on projects and the company matches their volunteer hours with a financial donation to the nonprofit (also known as volunteer grants).

5. Leverage Technology for Seamless Integration

In today’s digital age, technology plays a key role in simplifying the administrative tasks of running a matching gift or employee engagement program. Using software platforms that can track donations, match submissions, volunteer hours, and program metrics helps streamline the partnership process for both companies and nonprofits.

Best Practice: Both organizations should consider using integrated platforms that provide real-time data on employee participation, matching gift requests, and volunteer activities. Solutions like Benevity, YourCause, or CyberGrants can help automate many of the program’s processes, reducing manual workload while increasing efficiency and accuracy.

6. Provide Recognition and Appreciation

A little recognition goes a long way in building strong partnerships. Both employees and nonprofit partners appreciate being acknowledged for their contributions, whether that’s through public recognition or personalized thank-you messages. Acknowledging effort not only reinforces positive behavior but also motivates individuals to continue participating in future campaigns.

Best Practice: Companies can publicly recognize employees who participate in matching gift programs or volunteer opportunities, perhaps through an internal newsletter or during company-wide meetings. Acknowledging these contributions demonstrates that the company values the time and effort employees put into supporting various causes.

7. Regularly Report on the Partnership’s Impact

To sustain momentum and encourage continued involvement, both companies and nonprofits should regularly report on the success of the partnership. This might include sharing the total number of matched donations, the number of volunteer hours contributed, or the total impact made by the company’s efforts. When employees and nonprofit supporters see the tangible outcomes of their actions, it increases their engagement and enthusiasm.

Best Practice: Companies and nonprofits should co-create reports that highlight the partnership’s impact, including financial contributions, volunteer hours, and the community or global changes achieved. These reports can be shared in quarterly meetings or via email updates to keep everyone informed and motivated.

8. Foster Long-Term Relationships

Building long-term relationships is one of the most effective ways to ensure that corporate and nonprofit partnerships continue to thrive. These partnerships should be seen as ongoing collaborations rather than short-term engagements. By working together over time, companies and nonprofits can strengthen their relationship and find new opportunities for joint initiatives.

Best Practice: After the initial partnership, explore ways to expand the collaboration. For example, a company might move beyond matching gifts to offer pro bono services, sponsor nonprofit events, or provide employee volunteer leadership in projects.


Wrapping Up & Next Steps

Matching gift programs are a win-win for companies and nonprofits alike. By leveraging these programs, companies can strengthen their CSR efforts, boost employee morale, and contribute to causes that matter. For nonprofits, matching gifts provide an opportunity to increase donations and build long-lasting relationships with corporate partners.

Drive matching gifts with the right software

Signs Employees Aren’t Engaged with Your Matching Gift Program

7 Signs Your Employees Aren’t Engaging with Matching Gifts

In today’s workplace, employee engagement is a vital component of a thriving corporate culture, and one of the best ways to encourage engagement is through corporate social responsibility (CSR) programs. Matching gift programs, in which companies match their employees’ charitable donations, are an excellent way to foster engagement while giving back to the community. However, if your employees aren’t actively participating, you may not be reaping the full benefits of the program.

So, how do you know if employees are fully involved with matching gifts? In this article, we’ll cover 7 signs your employees aren’t engaging with matching gifts and offer tips to encourage greater participation. These include:

  1. Low Participation Rates
  2. Lack of Program Awareness
  3. No Communication or Promotion
  4. Limited Use of Matching Gift Tools
  5. Minimal Donations or Unused Matching Opportunities
  6. Negative Employee Feedback
  7. Lack of Impact

Matching gift programs are one of the most powerful ways for companies to support employee-driven charitable giving while boosting workplace morale. These initiatives not only amplify the impact of employees’ contributions but also showcase your company’s commitment to social responsibility.

Understanding the signs that employees are not engaging with matching gifts is the first step in turning things around and ensuring that your program becomes a more effective and integral part of your company’s culture. Let’s begin!

1. Low Participation Rates

One of the most apparent signs that employees aren’t engaging with matching gifts is a low participation rate. If only a small percentage of your workforce is taking advantage of the program, it could indicate that employees don’t fully understand it, don’t see its value, or otherwise face barriers to participating.

To assess this concern, compare participation rates to industry benchmarks or your own historical data.

Compare your company's performance to industry benchmarks like these to ensure employees are engaged in matching gifts.

If there’s been a noticeable drop or if the numbers are consistently low, it may be time to evaluate your internal marketing and communications efforts. A lack of participation might indicate that employees are unaware of the program or need more substantial incentives to participate.

2. Lack of Program Awareness

A common reason why employees aren’t engaging with matching gifts is that they don’t know the program exists. If your employees aren’t aware of the matching gift program, they can’t participate. Many companies find that, despite offering matching gifts, employees don’t take advantage of them because they don’t know they exist.

In other words, it’s essential to assess how you’re promoting your matching gift program. If the communication has been sporadic or hidden deep within company resources, then awareness is likely to be low.

In fact, Double the Donation states that “Only 19% of companies include more than one paragraph regarding matching gift programs in their easily accessible employee handbook materials or websites.”

Therefore, regularly remind employees about the program through email newsletters, internal communications, meetings, and even social media channels. You can also create a dedicated page on your company’s intranet or internal portal where employees can easily find information about eligibility, the types of charities they can donate to, and how they can submit their matching requests.

3. No Communication or Promotion

Even if your matching gift program exists, it may not be effective if you aren’t actively promoting it. A lack of communication about the program can lead to a significant gap in engagement. For instance, if the program is mentioned only once a year or buried in a long email or internal memo, employees may overlook it.

To drive engagement, ensure the program is consistently promoted. In addition to general program announcements, regularly update employees with success stories of colleagues who have used the program. Show how the company’s matching gifts have supported essential causes. You can also highlight the overall impact of the matching gift program and regularly remind donors of upcoming donation deadlines.

Make sure to utilize all available communication channels (email, social media, company-wide meetings, and intranet pages) to keep the program top of mind for employees.

4. Limited Use of Matching Gift Tools

In today’s digital age, there are plenty of tools available to streamline and improve the matching gift process for employees. If your program or your employees aren’t utilizing these tools, it could be a sign that the process is too complex, unclear, or not integrated into their everyday workflows.

Corporate-facing matching gift software such as YourCause, CyberGrants, America’s Charities, and others can simplify the process of submitting matching gift requests and tracking donations. Meanwhile, CLMA-certified platforms like Uncommon Giving, Millie, and Selflessly even enable automated matching gift request processes that make it quick and easy for employees to complete their matches directly on their favorite charities’ websites.

If your employees aren’t using the tools provided, they might not be fully aware of how easy it can be to request a match. Review your company’s request process using your selected software and ensure the experience is user-friendly and well-integrated with your broader systems.

At the same time, it’s a good idea to provide training or walkthroughs for these tools to help employees navigate them easily. You might even consider setting up a help desk or dedicated contact point for employees with questions about using your matching gift tools.

5. Minimal Donations or Unused Matching Opportunities

A crucial indicator that your employees may not be fully engaging with the matching gift program is the number of unused matching opportunities. Suppose employees make small donations or choose not to take advantage of the full matching amount. In that case, it may indicate that they either don’t understand how the program works or don’t find it valuable enough to participate fully.

The problem could also lie in the program’s structure. Ensure that your matching gift program is easy to understand and that employees know exactly how much they can donate, which organizations qualify, and how much of their donations will be matched. It’s crucial that employees feel encouraged to take full advantage of the program, rather than donating only small amounts out of uncertainty or lack of interest.

For the best results, consider increasing the visibility of matching opportunities and adding reminders at critical times (such as near the end of the year or during corporate giving days). You can also promote special events or matching gift campaigns that encourage employees to donate more and have their contributions matched at a higher ratio.

6. Negative Employee Feedback

If employees are not engaging with matching gifts, one of the easiest ways to identify the root cause is by soliciting feedback. If employees express frustration, confusion, or disinterest in the program, it’s a clear sign that the initiative may need some refinement.

Collecting feedback through surveys, interviews, or focus groups can help you pinpoint the reasons behind low program participation. Some employees may find the matching gift process too complicated, while others may not understand the company’s commitment to supporting charitable causes. Addressing these concerns directly can lead to significant improvements in engagement.

For example, if employees are confused about eligibility, clarify which types of organizations are eligible for matching gifts and provide examples to guide donations. If employees feel the program lacks recognition, consider creating a system to acknowledge those who contribute to charity through the matching gift program.

Whatever feedback you receive, be sure to acknowledge and improve your efforts accordingly.

7. Lack of Impact

A significant sign that employees aren’t fully engaging with matching gifts is the lack of impact these initiatives have. When matching gift campaigns fail to achieve the expected level of participation, it may reflect a broader issue with employee engagement. The lack of strong engagement can lead to missed opportunities in recruitment, retention, and overall company morale.

Why? Companies with high employee engagement, especially in CSR programs, tend to retain talent longer and attract candidates who share similar values. However, if employees perceive that the matching gift program is ineffective or lacks purpose, it could signal a disconnect between the company’s corporate culture and its workforce’s values. This is especially true among younger generations, such as Gen Z, who prioritize social responsibility and community involvement in their career choices.

To address the limited impact of your matching program, it’s crucial to align it with causes that resonate with your employees. Make sure they have freedom of choice when it comes to matching gift recipients, and ensure involvement is as easy as can be. From there, share stories and statistics that highlight the positive outcomes of employee donations and the company’s contributions. This not only boosts morale but also demonstrates the value of the matching gift program in making a difference.


Wrapping Up & Next Steps

If you notice one or more of the signs listed above, it may be time to rethink your company’s approach to engaging employees with matching gifts. Boosting participation requires clear communication, easy-to-use tools, consistent promotion, and an ongoing culture of recognition. To turn things around, start by raising awareness, simplifying the matching process, and ensuring your employees feel valued for their contributions.

By actively addressing barriers to engagement and integrating the matching gift program into your company culture, you can increase participation, amplify the impact of charitable donations, and improve overall employee satisfaction. Good luck!

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Measuring the ROI of Your Company's Matching Gift Program

Measuring the ROI of Your Company’s Matching Gift Program

Corporate matching gift programs are one of the most effective ways for companies to amplify their charitable impact. These programs match employees’ donations to nonprofit organizations, effectively doubling or even tripling the contributions. However, as with any other business initiative, companies need to measure the ROI (or return on investment) of their matching gift program to assess its effectiveness and ensure they are getting the most out of their resources.

In this comprehensive guide, we’ll walk you through measuring the ROI of your corporate matching gift program, from setting the right goals to tracking key metrics. By the end of this article, you’ll have a clear understanding of how to evaluate the success of your program and identify opportunities for growth. We’ll cover:

Before diving into the specifics of measuring ROI, it’s important to first understand the foundational elements that make a corporate matching gift program successful. In the sections that follow, we’ll explore key aspects of ROI measurement, from basic definitions to actionable insights, and provide you with a roadmap for optimizing your program’s performance.

Let’s begin.

What is ROI in a Matching Gift Program?

Before diving into the specifics of measuring ROI (or return on investment), it’s essential to understand what it means in the context of a corporate matching gift program. At its core, return on investment is a metric that measures the financial return on an investment relative to its cost. In the case of matching gift programs, ROI refers to the financial benefits (i.e., the amount of matched donations) versus the investment a company makes to administer and promote the program.

When measuring ROI for matching gifts, companies need to assess:

  • The total amount of matching gift contributions successfully requested by employees
  • The administrative costs related to running the program
  • The indirect benefits, like employee engagement, retention, and positive brand perception

Calculating ROI helps companies determine whether the investment in the matching gift program is worth it and whether adjustments are needed to improve its performance overall.

Why Measuring Matching Gift Program ROI is Important

Measuring (and generating) ROI for your matching gift program is crucial for several reasons. First, it helps determine the success and impact of your program, ensuring that the resources allocated are being used effectively. Second, understanding your program’s ROI allows you to make informed decisions about future investments, optimize program operations, and adjust your strategies when necessary.

Here are a few key reasons why measuring ROI is essential for matching gift programs:

1. Justifying the Program’s Continuation

Without proper ROI analysis, companies may struggle to justify continuing or expanding their matching gift program. By demonstrating a positive ROI, however, you can present a compelling case for sustaining or enhancing the initiative.

2. Optimizing Resource Allocation

Effective measurement helps identify areas where resources (e.g., time, effort, and money) are being underutilized or misallocated. By understanding ROI, companies can allocate funds and effort to the program areas that deliver the highest returns, whether that’s outreach, administration, or employee engagement.

3. Enhancing Employee Engagement

A solid ROI analysis doesn’t just look at the financial side of the program; it also helps assess employee satisfaction and engagement. The more engaged employees are in the matching gift program, the greater the likelihood of increased participation and higher overall donation amounts.

4. Improving Future Philanthropic Initiatives

Lastly, knowing how to measure the success of a matching gift program helps companies better plan future CSR initiatives. If you find that certain aspects of the program aren’t performing as expected, it provides a chance to fine-tune these elements and improve outcomes in future campaigns.

Key Metrics for Measuring Matching Gift Program ROI

Measuring the ROI of a matching gift program requires tracking various key metrics that give insight into how well the program is performing. While your selected KPIs may vary, below are the most important metrics you should be monitoring:

1. Total Matched Donations

The most straightforward metric for calculating ROI is the total amount of money that a company matches in donations. This is the program’s most direct financial return; for the best results, track both the overall matched contributions and individual employee matching gift submissions.

2. Employee Participation Rate

The number of employees participating in the matching gift program plays a significant role in measuring ROI. A higher participation rate often indicates greater employee engagement and satisfaction, which leads to more donations and, ultimately, a higher return.

3. Matching Gift Submission Rate

Not every employee who donates will submit a matching gift request. Therefore, measuring the submission rate (the percentage of eligible donations that are matched) is crucial. A higher submission rate suggests that employees are actively using the program, thereby resulting in an improved ROI.

4. Administrative Costs

You also need to measure the cost of administering the matching gift program. These costs include staff time, marketing and outreach efforts, and any software or tools you use to manage the program. By keeping these costs under control, you can improve your overall ROI.

5. Employee Retention and Satisfaction

While not directly tied to financial outcomes, employee retention and satisfaction rates can be important indicators of matching gift program ROI. A successful matching gift initiative fosters a positive corporate culture, which may lead to lower turnover and higher employee morale. These long-term benefits can contribute to higher ROI in human capital.

6. Return on Investment (ROI)

The final metric you’ll want to track is ROI itself. The formula for calculating ROI in a matching gift program is relatively simple:

ROI = {Total Matched Donations − Administrative Costs}/Administrative Costs

This formula calculates the net return on investment by comparing the matched donations with the program’s operating costs. The higher the number, the greater the ROI you’ve achieved.

Calculating Matching Gift Program ROI: Steps and Formula

To accurately measure the ROI of your matching gift program, it’s essential to follow a systematic approach. Here’s a step-by-step breakdown of the process:

Step 1: Collect Data

Start by gathering data on the total amount of employee donations and the matching funds provided by the company. Don’t forget to track the administrative costs associated with managing the program, including staffing, outreach, and software.

Step 2: Calculate Matched Donations

Calculate the total amount of money that was donated by employees and matched by the company. This will form the bulk of your ROI calculation.

Step 3: Subtract Administrative Costs

Take the total administrative costs for running the program (including marketing, software tools, and staff salaries) and subtract them from the matched donation figure. This gives you the net contribution from the matching gift program.

Step 4: Apply the ROI Formula

Now that you have all the necessary numbers, apply the ROI formula mentioned earlier. This will give you a percentage that represents the return on investment.

Tools and Technologies to Track ROI

There are various dedicated platforms available to help track the ROI of a company’s matching gift program. These solutions can streamline data collection, automate calculations, and provide valuable insights into program performance.

Here are a few main types of tools to consider:

1. Matching Gift Platforms

Software platforms like YourCause, Benevity, and CyberGrants (as well as CLMA-certified solutions like Millie, Selflessly, and Uncommon Giving) can simplify program management, helping companies efficiently monitor the success of their corporate giving initiatives and calculate ROI with greater accuracy.

2. Employee Engagement Surveys

To measure employee engagement and satisfaction, consider using surveys or feedback tools (such as Google Forms) to gauge how employees feel about the matching gift program. From there, tracking employee sentiment can help you understand the program’s impact on retention and overall morale.

3. CRM and Donation Tracking Systems

CRM systems and donation tracking software can help your company keep a close eye on donation data, program costs, and employee interactions with the program. These systems are invaluable for both tracking ROI and ensuring that data is accurate and up to date.

Strategies for Improving Matching Gift Program ROI

Once you’ve measured the ROI of your corporate matching gift initiative, it’s time to optimize and improve on your efforts. Here are a few strategies to increase your return on program investment:

1. Enhance Employee Awareness

A common reason for low participation rates is that employees are simply unaware of the matching gift program or don’t understand how it works. Improving communication through regular internal emails, webinars, and workshops can increase awareness and boost engagement.

2. Streamline the Submission Process

Making it easier for employees to submit matching gift requests can improve participation and, by extension, ROI. Ensure that the submission process is simple and intuitive, with clear instructions and a user-friendly platform to power your company giving.

3. Offer Incentives for Participation

Some companies incentivize matching gift submissions by offering recognition or rewards to employees who participate. This could take the form of public acknowledgment, small prizes, or even charity giving stipends.

4. Promote Program During Peak Giving Seasons

Take advantage of peak giving seasons (like the end of the year) to promote the matching gift program. Creating campaigns around these times can lead to a spike in participation and donations.


Wrapping Up & Next Steps

Measuring the ROI of your corporate matching gift program is essential to understanding the effectiveness of your philanthropic efforts. By tracking key metrics, calculating ROI, and using the right tools, you can ensure your program operates optimally and delivers significant value to both employees and the company. Good luck!

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How to Fix 5 Mistakes Companies Make with Matching Gifts

How to Fix 5 Mistakes Companies Make with Matching Gifts

Your company has invested time, effort, and significant budget dollars into creating an employee benefit designed to do good: a matching gift program. This powerful form of corporate social responsibility allows your staff to support the causes they care about most while amplifying their impact through your company’s generosity. It should be a win for employee morale, community engagement, and your brand reputation. Yet, for many companies, these funds go frustratingly unclaimed year after year.

Why should this matter to a corporate leader? The estimated value of unclaimed matching gift funds in the U.S. alone ranges from $4 billion to $7 billion annually. That is a substantial sum of allocated corporate giving dollars that are not creating the employee engagement or community impact they were intended to. Beyond the lost philanthropic opportunity, a poorly executed program can lead to employee confusion, frustration, and the perception that the company is not serious about its CSR commitments.

By identifying the root causes of these failures, your company can transform its matching gift program from an overlooked liability into a celebrated, high-impact asset. In this guide, we’ll cover:

The good news is that these common pitfalls are completely avoidable. For every strategic error, there is a clear, actionable solution that companies can implement to streamline their operations, boost employee participation, and finally realize the full potential of their charitable matching efforts. By focusing on these fixes, you can ensure your generous commitment translates directly into real community impact and stronger employee affinity for your organization.

Mistake 1: Treating the Program as a Hidden HR Perk

The single biggest reason matching gift dollars go unclaimed is simple: employees do not know the program exists. Previously cited statistics show that a large majority of match-eligible donors are completely unaware that their employer offers a matching gift program. For companies, this represents a significant failure in internal marketing and communication.

Why? A matching gift program is not merely a line item in an employee handbook; it is a premium benefit, an engaging facet of corporate culture, and a powerful tool for recruiting and retention. When companies treat it like a passive offering, they are effectively wasting the investment and missing out on the associated goodwill.

Failing to integrate the matching gift benefit into every relevant touchpoint, from onboarding to regular internal communications, guarantees low uptake. Often, the information is buried deep on a CSR page or a difficult-to-find intranet site. Employees who have just made a donation are highly motivated to maximize their gift, but if the program details are not immediately accessible, the opportunity may be lost entirely.

The Fix: A Multi-Channel Marketing and Communication Strategy

Your company’s matching gift program is a significant employee benefit, and it should be marketed as one accordingly.

The solution to the problem involves consistent, multi-channel communication that ensures no employee can miss the opportunity. Here are a few ideas for doing so:

  • Integrate into Onboarding: Introduce the matching gift program during the new hire orientation process. Frame it as a core value of the company and a benefit of employment, not just a policy detail.
  • Leverage Executive Support: Send out an annual or quarterly email reminder about the program from the CEO or a senior leadership figure. A message from the top signals the program’s importance and sincerity.
  • Utilize Existing Channels: Use internal newsletters, payroll stubs, company-wide meeting announcements, and internal social media channels to provide quick, clickable reminders about matching gift participation.
  • Create a Dedicated, Easy-to-Find Hub: Ensure there is a single, easily searchable resource on your internal site dedicated exclusively to the matching gift program. This page should clearly outline the what, who, and how in simple language.

Quick Tip: Boost your matching program’s visibility by tying reminders to key giving seasons. Send out a brief email campaign during the last quarter of the year, reminding employees to submit matches for their Giving Tuesday and year-end donations. Creating a sense of urgency around the annual deadline dramatically increases the likelihood of action.

Mistake 2: Making the Process a Bureaucratic Labyrinth

Once an employee finds out about the matching gift program, the next major hurdle is a submission process riddled with friction. This is one of the most common and frustrating mistakes companies make when matching gifts. In fact, many legacy matching gift programs may still require employees to download and print multi-page PDF forms, attach a copy of the donation receipt, obtain a signature from the nonprofit, and then mail or fax all the documents to a specific HR or accounting department contact. This overly complex, manual process, often involving multiple steps and departments, quickly deters staff participation. If an employee’s attempt to simply double their $50 donation requires an hour of administrative work, they will rightly abandon the effort. The perceived hassle outweighs the philanthropic reward.

This friction barrier is often compounded by poor technology infrastructure. When an employee cannot easily find the submission form or the specific criteria for the nonprofit they supported, they are forced to contact HR directly, which creates unnecessary work for both parties and slows down the entire process. The result is a system designed to discourage participation rather than encourage it.

The Fix: Streamline the Submission Flow with Simple, Digital Tools

The key to overcoming the friction barrier is automation and simplification, ideally through a dedicated corporate giving platform.

  • Establish Clear, Consolidated Steps: Provide a step-by-step guide for employees that is visual and easy to follow. If the system requires a manual task, such as uploading a receipt, make the upload function simple and mobile-friendly. The less an employee has to think about the process, the more likely they are to complete it.
  • Embrace Digital Forms: Move away from paper forms entirely. The entire request process should be housed within a single, secure online portal. Employees should be able to complete and submit their requests digitally in under 5 minutes.
  • Auto-Populate and Verify: Use software that can auto-complete online request forms and collect the necessary donation details directly. Leading solutions like Double the Donation, for example, simplify the process for the employee by streamlining submissions, making the path to completion almost effortless.

Mistake 3: Restrictive Guidelines That Discourage Participation

A matching gift program is a tool for employee empowerment, but overly stringent eligibility rules can make employees feel like the company is limiting their freedom or trying to save money. Common program design flaws include imposing low annual maximums, high minimum donation amounts, or narrowly restricting the types of eligible nonprofits. For example, a company that only matches gifts to educational institutions, while excluding health or environmental causes, may alienate employees who are passionate about these other areas. These restrictive program guidelines are one of the most common mistakes companies make when it comes to matching gifts.

The goal of a matching gift program should be maximum, high-impact employee engagement. When the match cap is set too low, highly generous employees quickly hit the limit, dampening their incentive for the remainder of the year. Similarly, excluding donations to organizations solely on the basis of sector (e.g., excluding religious-affiliated organizations that still perform charitable services) can feel exclusionary and reduce participation across the board.

The Fix: Broaden Scope and Raise Limits to Maximize Empowerment

To ensure the program is viewed as an expansive benefit, companies should review their program guidelines every 1-2 years and work to make them more generous and inclusive. Here are a few ways that your business could do so:

  • Increase the Annual Cap: Data consistently shows that higher matching gift caps directly correlate with significantly higher employee participation rates. Consider raising the annual limit to a level that genuinely encourages significant giving, such as $5,000 or more, to signal a serious commitment to philanthropy.
  • Broaden Nonprofit Eligibility: Unless legally mandated, avoid excluding entire sectors of 501(c)(3) organizations. A general policy of matching donations to any certified charitable organization empowers employees to support the diverse causes that truly matter to them.
  • Align with Corporate Goals, Not Just Savings: While fiscal responsibility is important, the core objective must be impact and engagement. If your goal is to boost employee morale and demonstrate corporate values, consider designing rules that make participation easy and rewarding. This could be achieved by offering a higher match ratio (2:1 or even 3:1) for causes aligned with specific company sustainability or community initiatives.

Did You Know? Research indicates that matching gift programs with annual caps of over $10,000 can see an employee engagement rate up to 40%. This shows a direct correlation between the generosity of the policy and the workforce’s enthusiasm. When companies show serious commitment, employees respond by giving more.

Mistake 4: Failing to Leverage Modern Technology

Many companies still manage their corporate giving and matching gift programs using fragmented systems: an HR platform for employee records, an internal shared folder for storing forms, and an accounting system for processing checks. This siloed approach is perhaps the most critical of the matching gift mistakes companies make, as it creates the foundation for all other administrative failures.

Without a centralized, automated platform, the company cannot efficiently verify donations, track request statuses, or handle the necessary communications with nonprofits. The verification stage becomes a bottleneck, causing long delays that often frustrate both the employee and the benefiting nonprofit.

The Fix: Implement a Dedicated CSR Solution

The solution is to invest in dedicated CSR software or a matching gift automation platform. This technology centralizes the entire process, automating the most time-consuming steps for both the employer and the nonprofit.

  • Automation for Verification: Use a system that can digitally verify the employee’s donation status and employment eligibility. This technology significantly reduces the time and labor required to confirm a match, thereby accelerating the payout process and enhancing the overall experience for all stakeholders.
  • Centralized Tracking and Reporting: A comprehensive platform offers a single, real-time dashboard to track all employee requests. This allows the CSR or HR team to see which requests are pending, which are awaiting nonprofit verification, and which have been paid. This visibility helps prevent requests from falling through the cracks, a common problem with manual processes.
  • Seamless Employee Experience: Modern tools can be integrated directly into your internal HR or benefits portal, enabling employees to easily search for program details and initiate the request process within seconds. This focus on user experience is the defining factor between a successful and a stagnant program.

Mistake 5: Neglecting to Track Metrics and Measure True ROI

The final mistake is a failure to treat the matching gift program like any other business investment by rigorously measuring its results. Too many companies simply track the total dollars matched, stopping short of measuring key performance indicators (KPIs) that reveal the program’s true health and impact. Without granular data, companies cannot identify which departments are participating, what communication methods are working, or which program rules are causing friction. This lack of insight prevents continuous improvement and optimization.

If a company cannot clearly articulate the Return on Investment (ROI) of its matching gift program, not just in terms of dollars, but also in terms of employee engagement and community impact, it risks having the program undervalued or perpetually under-budgeted during annual reviews.

The Fix: Define KPIs and Use Data to Drive Program Optimization

Success requires moving beyond simple output tracking (total matched) to measuring input and process efficiency. Consider the following steps your company can take to do so:

  • Define Core KPIs: Measure critical metrics such as:
    • Participation Rate: Percentage of eligible employees who submitted at least one match request.
    • Match Submission Rate: Number of matches submitted compared to the total number of employee donations identified (if possible).
    • Time-to-Match: The average time it takes from employee submission to the final check being sent to the nonprofit.
    • Departmental Engagement: Participation broken down by business unit to target low-performing areas with specialized promotions.
  • Analyze the Data for Optimization: Then, use these metrics to inform your strategy. For instance, if data shows that employees in the Boston office have a 30% participation rate while those in the Seattle office have a 5% participation rate, you know exactly where to focus your next internal marketing push. If the time-to-match consistently exceeds three months, the data may suggest a flaw in the verification or payment process that requires streamlining.
  • Report Impact Internally and Externally: Utilize the gathered data to create compelling internal reports that highlight the program’s success and its contribution to achieving company-wide CSR goals. Report the total number of nonprofits supported and the combined community impact to reinforce the value of the program to both executives and employees.

By defining key performance indicators and leveraging data to drive program optimization, your company can ensure that its matching gift program not only tracks success but also actively improves over time. Meanwhile, regularly analyzing these metrics enables informed decision-making, helping refine strategies and increase efficiency.


Wrapping Up & Next Steps

A robust, well-executed matching gift program is one of the most powerful and efficient ways for a company to demonstrate its commitment to corporate social responsibility while fostering a deeply engaged and loyal workforce. The unfortunate reality is that many companies inadvertently sabotage their own efforts by falling victim to easily avoided design and execution flaws. By recognizing these five common matching gift mistakes companies make, your business can take immediate corrective action.

The time to transform your matching gift program from an administrative headache into a strategic asset is now. Take the next step by auditing your current program and implementing the automated solutions that will finally ensure your corporate generosity reaches its full potential.

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Revamping Your Matching Gift Program: A Guide to Enhancing Employee Engagement

Revamping Your Matching Gift Program: A Guide to Enhancing Employee Engagement

In today’s workplace, employee expectations have shifted. People want more than just a paycheck. They want to know their employer is doing good and making different. This shift means that corporate social responsibility (CSR) is no longer a side initiative but a core part of a company’s offering. One key way to demonstrate your commitment to CSR while also increasing employee engagement? Investing into your matching gift program.

Companies that offer matches not only double the impact of their employees’ donations, but also see measurable gains in morale, loyalty, and public perception. This guide explores how thoughtful design and smart technology can help businesses maximize both participation and outcomes.

In this article, we’ll cover:


Understanding Matching Gifts and Engagement

Matching gifts are employer-sponsored programs that match charitable contributions made by employees to eligible nonprofit organizations. 65% of companies offer these programs as open-choice programs, giving employees the freedom to give back to any mission that’s meaningful to them.

These programs, especially when they’re offered as open-choice programs, influence employee engagement in meaningful ways. Research consistently shows that when employees see their companies supporting the causes they care about, they feel more connected, appreciated, and motivated. That emotional connection often results in greater job satisfaction, stronger retention, and higher productivity.

In short, these programs make employees feel valued and excited to work for a company that wants to do good.


Why Matching Gifts Matter for Business

Beyond just those philanthropic and employee engagement outcomes, matching gifts can create even more strategic business value. For examples, companies with strong matching gift programs have seen benefits in:

  • Attracting and retaining talent: Talented workers (especially Millennials and Gen Zers) increasingly prioritize employers that support social causes. Matching gifts are a tangible way to demonstrate that support.

  • Deepening employee loyalty: Participation in giving programs helps employees feel aligned with a company’s mission and values. That means they’re going to be stickier employees who are less likely to job surf and look for new opportunities.

  • Enhancing CSR impact: Matching gifts drive measurable social good while also enabling better reporting and tracking of corporate contributions. The impact of these programs is definable and measurable.

  • Boosting brand reputation: Companies seen as generous, modern, and value-aligned enjoy stronger stakeholder trust and media attention. With a matching gift program strengthening the company culture and showing their commitment to giving back, it’s no wonder that companies with programs in place benefit from positive brand associations.

The impact is not just theoretical. Companies with robust giving programs often rank higher in employee satisfaction and are more likely to be featured on “best places to work” lists.


What Holds Participation Back

Despite the appeal of matching gifts, participation rates tend to only hover around 10 percent. The reasons vary, but most boil down to three issues:

  • Lack of awareness. Many employees are unaware their employer offers a matching gift program. If employees aren’t reminded that the program exists regularly, it can be easy for them to overlook this as one of their key benefits.

  • Complicated processes. Submitting a matching gift request often involves finding the right portal, logging in, entering donation details, and uploading receipts. If your company doesn’t make it accessible and easy for employees to complete the matching gift request process, this can lead to drop-off and lower program usage.

  • Poor timing. The delay between making a donation and being reminded to submit a match request can lead to drop-off. Many employees never follow through because the gift is no longer top-of-mind by the time they’re made aware that the program exists and educated on the submission process.

The reality is that even the most generous program won’t perform well if it’s difficult to use. This is where smarter design and user-focused technology come into play.


Designing Better Programs

A high-impact matching gift program starts with simplicity. Employers should approach design from the employee’s point of view, making it simple for them to understand that the program exists and what it looks like to request a match.

Key strategies to achieve this include:

  • Clear communication: Promote the program regularly via email, onboarding packets, intranet banners, and internal events.

  • Defined eligibility: Make it easy to understand which donations qualify and how to participate. Explain match ratios, maximum match amounts, minimum match amounts, which employee groups are eligible, and more.

  • Responsive support: Provide an easy way for employees to get help if they hit a roadblock. It should be clear which department they should reach out to at your business should they have any questions on getting involved.

Companies may also consider incorporating matching gifts into broader employee engagement efforts, such as volunteer grants, giving campaigns, or social recognition events. These programs work best when they’re not treated as separate offerings or isolated offerings. Instead, offer a variety of employee giving programs.


The Case for Auto-submission Technology

Auto-submission is a game-changer in corporate philanthropy. It allows employees to submit their matching gift requests directly from a nonprofit’s website, eliminating the need to visit a separate portal or complete manual forms.

Why Auto-submission Improves Participation:

  • Convenience. When the request process is part of the donation experience, there is no follow-up needed.

  • Speed. Requests are filed immediately, increasing the chance of approval and reducing administrative lag.

  • Accuracy. With fewer manual steps, there is less chance of user error or incomplete submissions.

  • Engagement. Employees are more likely to participate in a system that feels modern and responsive.

From a corporate operations standpoint, auto-submission reduces friction on both sides. It minimizes internal support needs, improves data collection, and supports better reporting.

Platforms like Double the Donation offer this technology to nonprofits, and companies can partner with them to activate this functionality for employees.

The result is a more efficient, employee-centric giving program that meets expectations without creating new burdens.


Becoming a Certified Leader in Matching Automation

Some companies are taking their commitment to streamlined giving a step further by pursuing recognition as a Certified Leader in Matching Automation.

This distinction recognizes businesses that enable auto-submission and demonstrate a commitment to employee-driven philanthropy. By obtaining this certification, you can signal to employees, applicants, and customers that your company takes giving seriously and is committed to reducing barriers to impact.

Companies with this certification stand out not only for their generosity but for the systems they put in place to make generosity scalable.


Tracking Success and Improving Over Time

Just like any other business initiative, successful matching gift programs are grounded in data.

Metrics to Monitor:

  • Participation rate: What percentage of eligible employees are submitting match requests?

  • Average match amount: Are employees giving at levels aligned with company expectations?

  • Time to submission: Are requests coming in promptly, or is there a drop-off after donation?

  • Support requests: How often do employees need help with the submission process?

These insights allow CSR leaders to adjust messaging, clarify eligibility, simplify touchpoints, and identify opportunities for further automation.

Moreover, data can support better storytelling in annual impact reports, recruitment materials, and investor updates. It helps quantify not just what the company gave, but how it enabled employee-led impact.


Conclusion: Matching Purpose with Performance

Matching gift programs are more than a perk you can offer employees. They are a strategic investment in culture, retention, and social impact. Companies that make participation easy, integrate technology like auto-submission, and seek out best practices create a workplace where employees feel valued and motivated to give back.

If your organization is ready to see major employee engagement benefits, refining your matching gift approach is one of the most effective and scalable ways to do it.