MATCHING ON A BUDGET

If you don't know where you are going,you'll end up someplace else.

Yogi Berra

Higher Education Funding Cut by $89 Billion Over 10 Years.

Higher Education: On It’s Own in a Stagnant Economy.

Reduced staffing levels. Decreasing financial resources. Increased job duties, higher

expectations. Higher staff turnover. Loss of institutional knowledge.

SHRINKING RESOURCES?

Many people say what they can’t do. The interesting people tell us what they CAN do.

What do you bring to the party? Assess your strengths, and bring in the expertise of others.

New ideas: Chaos in the world brings uneasiness, but it also allows the opportunity for creativity and growth. Tom Barrett One good idea often leads to another. Have fun with it. This could be an opportunity to employ some unused skills or strengthen some skills & abilities that have been underutilized.

Commitment: "The only limit to your impact is your imagination and commitment." --Anthony RobbinsStart our with an open-ended attitude. Focus on what you CAN do.

Organization: Failing to plan is planning to fail. Alan Lakein Start with one or two short-term goals. Once you have gained some experience and a

better understanding of the process, formulate 6-months and 1-year goals.

Personal Responsibility: Never underestimate the power of one! Figure out what you can do, then do it. Success on any major scale requires you to accept responsibility . . . . In the final analysis, the one quality that all successful people have is the ability to take on responsibility. — Michael Korda, Editor-in-Chief, Simon & Schuster

How can we negotiate the future?

Why matching? Why now?

What is a matching gift? Benefits of Matching.

Over 13,000 companies match employee gifts to charitable organizations.

Employees must complete a matching gift application.

Organization verifies the gift with the employer matching program.

Eligibility requirements must be met.

Matching gift checks or EFTs are issued to the organization.

About 1 in 10 gifts from private donors are eligible for matching=10% revenue increase.

Donor Service/Stewardship-helps donors maximize their giving dollars.

Low startup costs-less than $2000 annually.

Low administrative costs. Future fundraising efforts will

benefit from the implementation of a matching program.

Companies with Matching Gift Programs

Over 13,000 matching programs

Help donors make the most of their giving dollars.

Boeing Walt Disney State Farm Kraft Foods Intel IBM Lockheed Martin Anheuser-Busch AT&T Chevron Northrop Grumman St. Jude’s PricewaterhouseCooper Ernst & Young

Wells Fargo Bank of America Toyota Pepsi Parker Hannifin PG&E Edison General Electric J.P. Morgan Chase Rockwell Automation Valero Yahoo Microsoft Johnson & Johnson KPMG BASF

Financial resources◦ Determine annual budget for matching expenses.◦ $1000-$2500, including HEP services

Staffing◦ Who will administer the program?◦ Matching programs require one organization

representative.◦ Multiple matching administrators will create problems.

Determine in-house resources.

◦ Graphic designers.◦ Public relations staff.◦ Good writers.

Identify Your Environment

Rubber Stamps: to complete matching gift applications.◦ Tax ID/EIN #, organization name, address, phone & fax numbers, e-mail

address, web address, title.◦ Reduces processing time, puts less stress on staff.

BRE envelopes.◦ Mail applications to donors with BRE enclosed.◦ Improves response rate.

Method of tracking matching applications.◦ Make a copy before mailing.◦ Consider using matching gift coupons.◦ Keep a file of all completed applications waiting for payment.

◦ Never underestimate the power of a pen with blue ink

◦ Matching applications require your original signature, black ink can and will be mistaken for a copied signature.

Basic ToolsWhere to Start

Corp ID#: Legal Donor #: Legal Donor Name: LD Credit:

Corp Name: Amt: Alloc.:

Type: Tender:Chk/CC#:

Match Amt.: Pledge#: Plg. Status:

Acks: Anon/Special:

Alloc.: Joint Donor#: Joint Donor Name: JD Credit:

Acks.: Assoc. Donor#: Assoc. Donor Name: Assoc. Type: AD Credit:

Comment: Claim/Gift Receipt#/Date: Comment:

M/G Notes: M/G Notes:

KEEPING TRACK OF YOUR APPLICATIONS

Matching Gift Coupon

Completed when a matching application is received

Attached to copy of application and filed by company name

Sample Matching Applications

Using stamps

Using AdobePro8

Stamped Application. It’s not as pretty, but it gets the job done.Anyone can complete

application.

Only the designated matching

representative should sign, no matter what the title field says.

No money in the budget for stamps? Then complete by

hand.

Xstamper has the best prices. They are not

paying me to say this.

Use AdobePro8To complete

fields.

Improves donor response.

You’ve demonstrated

your care & concern.

Save application into a master file

for future use.

Available from GiftPlus Online.

Can research using Google.

Targeting Off-campus and On-campus Constituents

Budget Friendly Strategies

1. Use electronic and print media to advertise/market your matching program. 2. Direct donors to their HR Department or E-Match Donor Link to ask about

matching as an employee benefit.3. Ensure the contact information for your matching representative is easily

available for donor inquiries.4. Market matching to your on-campus constituents. Explain how matching

works, and who benefits from matching gifts. Schedule short one-on-one meetings with key staff/faculty.

5. When a matching gift is received, notify the department receiving the gift.6. Make referrals for wealth screening for your matching donors; add value to

your job and improve team function.7. Use Google & Linked-In to collect and record employment data to determine

matching eligibility.

Marketing Your Program

Increase donor awareness of matching programs. Inform donors of this employee benefit and how it works. Market matching in newsletters, solicitation pieces, magazines, and on your

website.

Educate donors on the value and impact of matching. Doubling the value of their gifts at no cost to themselves is an attractive

proposition. Let them know that the matching gift will go to the same program as their original

gift.

Promote giving through payroll deductions. Employee makes an annual pledge, which is paid quarterly through payroll

deductions. Matching gifts are paid, usually without the need to complete a matching

application. Matching ratio is about 90%, low administrative costs and overhead.

Consider your matching program as a service to your donor. Help them maximize their giving dollars. Thank donors for submitting a matching application. Notify donors when matching gifts received. Create a stewardship component.

Marketing to Donors-Your Essential Tasks

E-Match Donor Link

Online matching page

Informs, educates

Links to matching program, or

directs donors to their HR

Link to online giving page

Takes donors directly to employer’s matching gift program or online link.

Gives donors the capability of researching gift eligibility, so you

don’t have to do it.

Easy to use, helps overcome donor reluctance to complete their

matching application.

E-match Donor: Link-what the

donor sees

Link to application

Link to program guidelines

Application procedure

Contact Information

HEP Product

◦ Donors research eligibility, not you.

◦ Saves you time & resources.

◦ Search field is multi-functional with built-in flexibility.

◦ Place on web and online giving pages.

◦ Will give you and your constituents access to basic matching program requirements and application process.

◦ Provides matching gift forms or links.

E-Match Donor LinkA Multi-Use Tool

Engineering Magazine 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.”

Doe has increased the size of his gifts as his financial situation changed but the real difference, he says, is that he is giving more because he is giving consistently. “It’s easier to spread the payments over time than if I had to make a lump sum payment.”“I owe where I am to the education Cal Poly gave me,” Doe continued. “It’s such a simple way to say ‘Thank you.’”

Marketing Your Program

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!

E-Mail Marketing

Sample e-mail to donors

Can stand alone, or be

incorporated in other

communications

Note appeal to enroll in payroll

deduction program

Buck Slips Mailed to alum/donors whose new employer matches gifts,

printed in-house on cardboard stock and paper.

Drives donors to E-Match Donor Link.

Inserted in mailings.

Used by advancement officers in donor packets.

Used as template for matching gift articles.

A Versatile Marketing Tool

Printed 3-up and cut on campus.

Designed in-house to reduce costs.

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. 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. SamplePlease 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.

Add link to receipt

template

No link? Direct donors to their HR

department

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

MARKETING YOUR PROGRAM

Place on your website

Direct donors to E-Match donor link

Direct donors to their HR department

Direct donors to your matching page

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

What you can do now!

Minimal Cost Cost: under $2000 annually

Market your program to your donors

Put an article in magazines & newsletters.

Build a matching webpage or add matching to your current design.

Designate a matching-gift specialist

Secure tools

Install AdobePro8

If it’s in your budget

Subscribe to HEP E-Match Donor Link

Subscribe to GiftPlus Online to access matching applications & program eligibility requirements

Design & print buckslips

Order stamps to complete application

For further information visit the HEP/CASE website http://case.hepdata.com/

Contact:    703 - 669 – 6767 Or email us at case@hepdata.com

A copy of the PowerPoint and the actual webinar will be available on demand in the Learning Center on our website

Thank You

MatchMyGift

For Staff For Major Gift Officers

Comes with CASE Premier Membership

http://www.case.org/Membership/Member_Benefits/Matching_Gift_App.html