Getting Started: Organization Profile

This article provides an overview of the Organization Profile in your 360MatchPro and the information we encourage organization's to provide to take advantage of matching gift auto-submission.

Your Organization's Information

Your Organization's Address

Your Organization's Documents

Matching Gift Autosubmission

FAQs:

 

Within your 360MatchPro account settings, you can provide the details for your nonprofit so that Double the Donation has the correct information on file for the organization. This information is also used to enable matching gift auto-submission for your organization ( learn more about autosubmission here).

 

Access your Organization Profile from the Settings menu dropdown:

 
 

Your Organization's Information


List the name, phone number, Tax ID (EIN), and website URL for your Organization. 

 

Your Organization's Address 


Provide the full mailing address for your Organization. 

 
 

Your Organization's Documents

Upload your organization's W-9 and IRS letter of attestation.

 
 

Matching Gift Autosubmission

 

Enable auto submission for your organization using this toggle. Learn more about autosubmission here.
 
 

FAQs:

 

Q: Why should we list our organization's Tax ID or EIN Number? 
 
Q: What if I don't know our organization's Tax ID or EIN Number? 

A: To find your organization's Tax ID or EIN, you can search for your organization using the Tax Exempt Organization Search page on the IRS website.

 
Q: Where is the information in our Organization Profile used?
A: Most importantly, the information in your Organization Profile is used to complete autosubmission flows. It is also useful for the Double the Donation team to keep our records current.
 

Q: Why should we upload our documents?

A: Many companies require certain documentation to process a matching gift request. If the company has to reach out to your organization to request this documentation, the matching gift process slows down. And if you miss their outreach, or they don't contact you to request the documentation, the matching gift process could stop altogether. By uploading the most commonly requested documentation into your 360MatchPro portal, when your donors complete the auto submission flow, you enable Double the Donation to automatically send these documents to the company processing the matching gift request. This gives your organization peace of mind!