Can Double the Donation Matching integrate with Givecloud and DonorPerfect?

Overview

How it Works

Features

Getting Started

Givecloud- DonorPerfect - Double the Donation Matching FAQs

 

Overview

Using multiple integrations allows you to capture matching gift revenue that might otherwise be missed by tracking donors across different platforms.

• Online Donations: Information flows directly from Givecloud donation forms.

• Offline Donations: Gift data is automatically passed from the DonorPerfect CRM.

• Unified Automation: Double the Donation triggers personalized outreach to donors regardless of the gift source.

This allows your organization to uncover more matching gift revenue opportunities. 

How it Works

The GiveCloud and DonorPerfect integrations work together to ensure no matching gift opportunity is missed.

• GiveCloud identifies match-eligible donors directly from your online donation forms.

• DonorPerfect automatically passes offline gifts from your CRM into Double the Donation Matching.

Once donation data is received, the matching module’s automation takes over—delivering personalized matching gift instructions and next steps to donors, and guiding them through the submission process to help drive matching gift requests to completion.

Double the Donation Matching Exclusion Rules

When integrating both a donation form and a CRM with Double the Donation Matching, the same donation can sometimes be recorded more than once.

This commonly happens when:

• One platform includes processing or platform fees

• Another platform records only the net donation amount

• Offline and online gifts flow from different systems

Without exclusions, these records could appear as duplicates in the matching module.

Default Duplicate Donation Exclusion Rule

Double the Donation Matching includes a default exclusion rule designed to prevent duplicate records from flowing into the platform.

What the Default Rule Does

• Excludes donation records with:

  • The same email address

  • The same donation amount

  • Within a specified number of days

This rule should be enabled whenever you use multiple integrations.

Recommended Action

• Enable the Duplicate Donations Exclusion Rule

• Review the Managing Multiple Integrations guide before activating integrations

Custom Exclusion Rules

In addition to default exclusions, you can create custom exclusion rules to refine how donation records are imported.

When Custom Exclusions Are Helpful

Custom rules are especially useful when:

• Multiple platforms send slightly different donation amounts

• One system includes fees while another does not

20% Donation Amount Buffer (Highly Recommended)

To address common discrepancies, Double the Donation Matching allows you to:

• Exclude records with:

  • The same email address

  • Donation amounts within 20% of each other

The 20% buffer accounts for:

• Processing fees

• Platform fees

• Transaction fees

• Industry-average variations

DonorPerfect: Custom Filters

When activating the DonorPerfect integration, you can also apply Custom Filters to control which CRM records flow into Double the Donation Matching.

What Custom Filters Do

• Allow you to select:

  • A specific object

  • Specific field values to include

• Ensure only the right donations are imported

Common Use Case

Many organizations use custom filters to ensure:

• Offline gifts (not captured by GiveCloud)

• Are imported from DonorPerfect

Example: You may configure DonorPerfect to include all CRM donations where the transaction source = offline gift.

Once your exclusion rules are set up, you’re ready to integrate your fundraising platforms so donation data can begin flowing into your Double the Donation Matching account.

How Data Flows

• Online donations are passed into Double the Donation Matching from GiveCloud.

• Offline transactions flow into the matching module from DonorPerfect.

This setup ensures that all eligible donations—regardless of where they are recorded—are captured for matching gift identification and follow-up.

Navigate to the "Getting Started" section of this article to see your platform-specific integration guides.

See how the data flows across platforms below:

This allows the matching module to:

• Identify match-eligible donors

• Automate matching gift emails

• Track donor progress through the matching process

Features

Double the Donation Matching works across platforms to ensure:

• Matching gift eligibility is identified regardless of source

• Donors receive one consistent outreach experience

• Duplicate tracking and emails are avoided

Even if donation data exists in both GiveCloud and DonorPerfect, donors will not receive duplicate matching gift messages

Getting Started

To begin using exclusion rules and multi-platform integrations:

1. Review the Managing Multiple Integrations guide

2. Enable default and custom exclusion rules

3. Connect your fundraising platforms using the guides below

Integration Guides

1. Managing multiple integrations
2. Givecloud integration guide
3. DonorPerfect integration guide

Givecloud- DonorPerfect - Double the Donation Matching FAQs

Q: I don't have a Double the Donation Matching account. How do I get one?

A: Visit the Double the Donation demo request page to schedule a demo. Mention that you use Givecloud + DonorPerfect in your demo request form.

 

Q: Why should I integrate both Givecloud and DonorPerfect with my Double the Donation Matching account? 

A: Integrating all fundraising platforms ensures:

• No matching gift opportunity is missed

• Every eligible donation receives matching gift outreach

• Centralized tracking and automation in one system

 

Q: How does Double the Donation Matching integrate with GiveCloud and DonorPerfect?

A: The GiveCloud and DonorPerfect integrations allow you to seamlessly add Double the Donation's matching gift search functionality to your donation forms and automatically pass all donations records from your CRM into Double the Donation Matching. Then Double the Donation's matching gift marketing automation goes to work providing the right matching gift forms, guidelines, instructions, and next steps to your donors to help you drive revenue.

Q: Will matching gift information flow back into either of these platforms?

A: No. Matching gift data does not currently sync back to these platforms.Use the Double the Donation Matching dashboard to track and manage matching gifts.

Q: How do you avoid duplicate records from flowing in from both GiveCloud and DonorPerfect?

A: GiveCloud, DonorPerfect, and Double the Donation Matching are designed to work together - so you can easily prevent duplicates with a couple of clicks. By setting a limit for duplicate donations within your Double the Donation Matching settings, you can ensure clean data within your matching module.

Q: What types of gifts flow from DonorPerfect CRM into Double the Donation Matching?

A: Double the Donation Matching imports hard credits only, including:

• Gifts

• Pledge payments

• Main gifts from split gifts

It does not import:

• Pledges

• Soft credits