Managing Matching Gift Programs Unique to Your Organization ("Custom" or "One-Off" Programs)

This article explains how organizations can manage the matching gift programs of companies who exclusively match gifts to their organization.

Adding a custom matching gift program to your 360MatchPro account

View a program you've added to your 360MatchPro account

Edit a program you've added to your 360MatchPro account

Delete a program you've added to your 360MatchPro account

Alternatives to deleting a program

Enabling auto submission for your custom programs

Encouraging corporate interest in creating a custom matching gift program

Training Video: Manage Programs

 

This feature is currently only available for nonprofits using 360MatchPro Enterprise or Standard Plans.

 

In some cases, a company will decide to launch a matching gift program specifically for a particular nonprofit organization. This special relationship is a fantastic source of matching gift revenue for these organizations, so it needs to be communicated to donors!

 

However, unique matching gift programs that only apply to one nonprofit do not belong in the main Double the Donation matching gifts database. Instead, these programs can be managed by 360MatchPro clients within their 360MatchPro portal. Following the steps in this guide, you can add a company-matching gift program that will only appear to your organization's donors in search results.

 

If a new company program matches more than just your nonprofit, this program belongs in the Double the Donation database! Please enter the program information on this webpage instead of creating a program just for your account here.

Adding a custom matching gift program to your 360MatchPro account

Step 1: Navigate to "Settings" --> "Manage Programs."

 

Step 2: Select "Add Program."

 

 

Step 3: A form will expand on the page. Fill out the requested fields, using the text below each field to guide your formatting. Remember that the information you present here will be displayed to donors exactly as entered, so ensure all information is spelled correctly and is accurate.

 

Step 4: Select "Save Program."

 

Step 5: We highly recommend immediately using the "view" feature to confirm your entry is formatted exactly the way you want it to appear for donors. You can also navigate to your dedicated matching gift page and type in the name of the company you just added to confirm the donor view is correct. 

View a program you've added to your 360MatchPro account

 

Step 1: Navigate to "Settings" --> "Manage Programs."

 

Step 2: Locate the row in the table that has the company name you'd like to review. Select "View Program Details."

 

 

Step 3: A popup modal with the program details will appear. The format here is very similar to how information will appear to donors, so use this preview to confirm everything looks exactly how you want it to look.

Edit a program you've added to your 360MatchPro account

Step 1: Navigate to "Settings" --> "Manage Programs."

 

Step 2: Locate the row in the table that has the company name you'd like to review. Select "Modify Program."

 

 

Step 3: The same form you used to add the program will expand. Make any changes you want to make, then save your changes. All changes will be instantly live.

Delete a program you've added to your 360MatchPro account

Step 1: Navigate to "Settings" --> "Manage Programs."

 

Step 2: Locate the row in the table that has the company name you'd like to review. Select "Delete Program."

 

 

Step 3: The program will be deleted from your 360MatchPro account, and it will no longer appear to donors in search results.

Alternatives to deleting a program

If you delete a program, the company name will be removed from all donation records associated with this company program, and all the donations will be moved into the "Unknown Employer" status. If you wish to preserve associations with your existing donation records, instead of deleting the program from your account, you could:

  1. mark a program discontinued using the "Program status" field on the record, or

  2. add start and end dates

 

Both of the above actions will affect the messaging a donor sees in the matching gift plugin when they search for the company name.

Enabling auto submission for your custom programs

Your organization has the option to enable auto submission for any programs you add to your Managed Programs list.

 

To enable auto submission, select the "Enable auto submission for this program?" checkbox:

 

 

When auto submission is enabled, the following will occur:

  1. The record will automatically be updated to "Match Initiated - Donor Verified."

  2. An email containing all relevant submission materials will be sent to the email address entered in the "Contact Email" field for the program. If you would not like to send an email to the corporate contact listed, select "No" under "Email matching gift form to company contact?"

  3. The donor will receive an automated receipt of submission.

 

More resources:

  1. Learn more about auto-submission here.

  2. Learn more about the Double the Donation Standard Matching Gift Form here.

Encouraging corporate interest in creating a custom matching gift program

We highly recommend creating a simple way for companies to reach out to you to let you know they are interested in launching a program to support your organization. You can accomplish this automatically using 360MatchPro by adding a link to a simple interest form to the matching gift plugin on your website.  Employees who search for their company's name and don't find it will see a prompt at the bottom of the "No search results found" message, including a link to the interest form:

 

 

To enable the link to an interest form to show up in your "No search results found" plugin messaging, navigate to the "Manage Programs" tab in 360MatchPro and scroll to the "Interest Form" section. Use the toggle to add the interest form link to the plugin. Then, use the checkboxes to indicate if you wish to use the Double the Donation default interest form or a page you already have on your website. 

 

 

If you use the default interest form, your work is done! 360MatchPro will automatically direct companies to a beautifully designed webpage. (You can preview this page by selecting the "View Default Page" hyperlink.) When an interested corporate partner submits the form, their submission will be emailed to all Admin users on your account for your review.

 

If you use a custom page, you must already have a page live on your website that you wish to direct potential corporate partners to. We highly recommend linking to a dedicated page specifically for potential corporate partners that include a way for those companies to contact you, either through a submission form or by providing an email address, phone number, etc.

 

Hint! If you want to create a custom page and don't know where to start, check out our free downloadable resource "How to Create an Optimized, Personalized Interest Page." Log in to 360MatchPro, navigate to "Settings" --> "Manage Programs" and scroll to the bottom of the page to download this PDF and other resources:

 

Training Video: Manage Programs