Matching on a Shoe String

Creativity is thinking up new things. Innovation is doing new things.

Partnering with telefund program.

Identifying matching opportunities.

Securing a matching application.

Tools for marketing on-campus.

Tools for marketing off-campus.

Matching Overview

Matching program maintains library of applications.

Telefund identifies match-eligible donors, mails matching gift applications with pledges.

Callers solicit employment data, advise donors of matching eligibility.

Matching educational/informational program presented to callers at least twice a year.

Partnering with Telefund

Progression of Telefund Mailings of Matching Gift Applications – First Version

Progression of Telefund Mailings of Matching Gift Applications – Second Version With Stamps

Progression of Telefund Mailings of Matching Gift Applications – Third Version with Adobe Acrobat Pro

In-house report identifies all matching-eligible gifts with a $0 claim.

Letters or e-mails are sent for prior-month gifts requesting a matching application.

Letters include a matching application, link to on-line matching website, or referral to donor HR and a return envelope.

Be specific with application instructions. You’ll get a better response.

Securing the Matching Application

Requests are sent monthly, quarterly, and semi-annually. The more you ask, the more you’ll get!

◦ Report of matching-eligible gifts can be refreshed at any time to determine current matching eligible gifts.

◦ Donors lead busy lives; they appreciate a reminder.

◦ Many matching programs give employees a year past the gift date to complete a matching application.

The Second Time’s the Charm!

First of all, thank you for your recent gift to Cal Poly. Secondly, if you have already requested a match for that gift, thank you again. You don’t need to read any further! However, if you have not applied for your matching gift, would you please take a few minutes to complete an Northrop Grumman matching gift application, and help us claim more than $7,000.00 in corporate matching funds for April 2010 gifts?

 Through gift matching, you can make the most of your giving dollars and increase support to your favorite programs. All you need to do is go to www.cybergrants.com/pls/cybergrants/eg_login.login?x_gm_id=2416 to complete an online matching gift application. To find out if your spouse’s employer has a matching gift program, you can go to www.giving.calpoly.edu/matching. For matching purposes, please let us know if your employment has changed. If you have any questions, please don’t hesitate to contact me.

 Gift Date 4/6/2010Gift Amount $1000.00Gift Designation Mechanical Engineering Department

Requesting a Matching Application

First of all, thank you for your recent gift to Cal Poly. Secondly, if you have already requested a match for that gift, thank you again. You don’t need to read any further! However, if you have not applied for your matching gift, would you please take a few minutes to complete a American Express matching gift application, and help us claim over $7,000.00 in corporate matching funds for April 2010 gifts?

 Through gift matching, you can make the most of your giving dollars and increase support to your favorite programs. All you need to do is complete and return the attached matching gift application. To find out if your spouse’s employer has a matching gift program you can go to www.giving.calpoly.edu/matching. For matching purposes, please let us know if your employment has changed. If you have any questions, please don’t hesitate to contact me.

 Gift Date 4/7/2010Gift Amount $50.00Gift DesignationArchitecture Department

Requesting a Matching Application

Increase staff & faculty awareness of matching program.

Improve communication with faculty & staff.

Establish/improve cooperative effort,teamwork, and communication.

Build personal relationships.

Reduce the “silo” effect.

Marketing the Program On Campus

Meet one-on-one with fundraisers.

E-mails to officers when MG apps received for large gifts.

Referrals for wealth screening for matching donors.

Give brief presentations at matching meetings.

Provide monthly reports by college/department on matching funds received and pending.

Partnering with Advancement Officers

Increase donor awareness of matching programs.

Educate donors on matching opportunities.

Educate donors on the value and impact of matching.

Increase giving through payroll deductions – paperless matching.

Drive donors to matching webpage/E-Match Donor Link.

Marketing to Donors

Buck slips Originally conceived as mailer to alum/donors whose new employer

matches gifts.

Drives donors to E-Match Donor Link

Inserted in telefund mailings.

Used by advancement officers in donor packets.

Used as template for matching gift articles.

Replaced pamphlets.

Marketing Tools

Added to pledge coupons.

Added to e-communications.

Added to print newsletters & magazines.

Added to gift receipts.

Linked to matching ad.

Marketing E-Match Donor Link

Dear Mr. and Mrs. Sample:Thank you for your contribution. Your private support assists Cal Poly in providing a new generation of graduates with the knowledge, problem-solving skills and leadership ability necessary for our state and nation to flourish. Your gifts help ensure that Cal Poly students continue to have the advantage of our learn-by-doing educational philosophy, which is critical in preparing them for tomorrow’s challenges and successes.Thank you for partnering with Cal Poly and for your support of academic excellence.Sincerely,Vice PresidentUniversity Advancement

OFFICIAL GIFT RECEIPT7/22/2010 $200.00 Parent Fund7/22/2010 $300.00 Aerospace Engineering DepartmentFor recognition purposes, your name(s) may appear in University publications

as:Mr. and Mrs. John Q. Sample

Please email giving@calpoly.edu if you would like it listed differently.Your employer might match this gift! Find out at

www.giving.calpoly.edu/matching.html.

Cal Poly Magazine Matching Gift Article

Double Your MoneyDon’t Miss Fall Enrollment in Your Companies’ Matching Gift Program “I think we lose $150,000 every year,” said Linda Stark, Cal Poly’s matching gifts specialist “because people don’t take advantage of their employer’s matching gift programs.”

John Doe (Civil Engineering, 1980), a gas transmission planner with PG&E, has a regular contribution deducted from his paycheck every month. The employer automatically matches his contribution and makes the donation of the total amount quarterly. “It’s a simple, painless way to donate,” said Doe.

“I used to make inconsistent contributions but this is so much easier,” Doe continued. “And it’s like giving away free money if you’re not taking advantage of your companies’ matching contribution.”

There are other creative ways to make the most of the situation. When both spouses work for companies that have matching gift programs, a single gift can be matched by both employers. Stark said she has worked with couples who were “absolutely gleeful that they tripled their donation.”

“Our biggest barrier,” said Stark, “is persuading people that every gift counts.” She said that the majority of missed opportunities are gifts of less than $200. “Some people think a $10 or $20 donation isn’t a big deal so it’s not worth the time, but when you add up all the gifts under $200, and then match that with an equal amount from their respective employers, it adds up.”To find out if your employer has a matching gifts program or for help establishing a matching gift, go to: www.calpoly.edu/matching

Public RelationsMatching Articles in magazines & newsletters.

Fundraisers are actively looking for every opportunity to increase funding.

Write copy yourself and provide to fundraisers.

Enlist the help of public affairs.

Ask donor permission to use their name, quotes. They love it!

Engineering Alum/Donor Letter

These days, we all wish we could make money go a little farther, especially when it comes to supporting your special Cal Poly Engineering program or department. Well, without digging deeper, there is a way to give your gift a "bounce." It just so happens that PG & E provides a matching gift program for their employees.  You can take advantage of this benefit by signing up for PG&E's payroll deduction program.  Payroll deductions make it simple to support Cal Poly.  And as an added bonus, your company automatically matches your gift which can make a huge impact!

Matching integration – link & ad added to all college web pages & e-communications.

Marketing giving through payroll deductions.

Adding search field to online giving page.

Updating buckslip to include payroll giving.

Updating matching web page.

Updating donor & matching program data.

Current Focus

Lowest Highest$243,564 $409,561 One in 17 gifts matched One in 13 gifts matched$120,000 non-CP Fund $210,000 non-CP Fund$102,000 Engineering $119,002 Engineering$78,000 Business $143,000 Business

Matching Statistics

HEP services are crucial to our program and pay for themselves.

Sending matching applications with pledges and asking donors to complete applications will boost your matching revenue.

Use in-house resources to reduce costs; if resources aren’t available, HEP can provide most of them.

Partner with your fundraisers to get the bigger gifts matched. A series of small, incremental changes can have a big impact. Nothing succeeds like success. Barriers will always exist. With creativity, they can be

overcome.

Summary

For further information visit the HEP/AFP website http://www.hepdata.com/afp/

Contact Joan Graham for any questions.◦ joan@hepdata.com 954-598-4571 Linda Stark, Matching Gifts Specialist

Advancement ServicesCalifornia Polytechnic State UniversitySan Luis Obispo, CA 93407(805)756-2713(805)756-5409lstark@calpoly.eduwww.giving.calpoly.edu/matching

Thank You