This article explains how matching gift auto-submission can make the matching gift submission process easier for both your donors and your organization.
How does Auto-submission work?
In the matching module automated outreach
In the Double the Donation Matching portal
How do I set up Auto-submission?
Matching Gift Auto-submission - Double the Donation FAQ
Training Video: Matching Gift Auto-Submission
Matching Gift Auto-Submission allows your donors to complete and send in their matching gift requests to their employers directly from the confirmation page widget on your donation confirmation screens. Double the Donation has partnered with several corporate giving management platforms to make this functionality available to many of your online donors.
Auto-submission increases matching gift request submission rates and gives you more visibility into the matching gift disbursement process!
How does Auto-submission work?
During the donation process
When a donor gives to your organization using an online donation form integrated with Double the Donation Matching, the matching gift plugin on your donation form’s confirmation page will include the option to complete the matching gift submission process immediately.
From here, donors may enter in their corporate email address or other information required by their company and submit their matching gift request without having to be directed to a longer process on a different website.
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Donors who complete the auto-submission process will receive a simple, automatically generated confirmation email.
In the matching module automated outreach
Gifts that enter the matching module through a method other than an online donation form can also be eligible for auto-submission! Donors who work for a company that offers auto-submission can enter the matching module from a CRM integration, CSV import, etc., and still receive an automated email from the matching module. We don't want to leave them out of auto-submission. But don't worry! The Double the Donation matching gift plugin on your dedicated matching gift page (or temporary autogenerated plugin page) will recognize that the donation is eligible for auto-submission when directed from an email and show them the auto-submission flow illustrated above. This also applies to donors who identified their company on a donation form but did not interact with the matching gift plugin on the confirmation page during the donation process.
Bottom line: If a donor is eligible for auto-submission, and clicks on a link in the matching module automated email, they will be directed through the auto-submission flow.
In the Double the Donation Matching portal
Double the Donation Matching will then track not only the matching gift request submission but will also automatically update the status field in the matching module when the company approves the request. You can view this in the matching module under the Donations tab as a colored flag in the Status column, like this:
The statuses reported back by the corporate matching gift vendor platform could differ slightly per platform. The table below outlines the most common statuses:
| Flag that will appear in your Double the Donation Matching | Associated status in Double the Donation Matching | Meaning |
| Auto-submission received | Match Initiated | The corporate matching gift vendor platform has received the matching gift request |
| Auto-submission pending approval | Match Initiated | If manual company admin approval is required: The matching gift request has been received and moved into the approval queue |
| Auto-submission approved | Pending Payment | The matching gift request has been approved |
| Auto-submission rejected | Ineligible | The matching gift request has been rejected |
| Funds pending disbursement | Pending Payment | The matching gift request has been approved and moved into the disbursement queue |
| Funds disbursed | Pending Payment | The matching gift funds have been disbursed to your nonprofit |
How do I set up Auto-submission?
Once your Double the Donation Matching is set up and donations are flowing in, auto-submission will automatically be enabled for applicable donations. Just make sure you have filled out your Organization Profile to ensure all the information needed for a matching gift submission is available.
Matching Gift Auto-submission - Double the Donation FAQ
Q: I don’t have a Double the Donation Matching. How do I get one?
A: Visit https://doublethedonation.com/get-a-demo/ to request a demo!
Q: Will all donors see the option for auto-submission?
A: Auto-submission options will appear for companies whose matching gift management platforms integrate with the matching module. For companies without integrated vendor management platforms, the matching gift plugin will appear with a direct link to the matching gift submission process, just like normal, like so:
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Q: Will the auto-submission option appear on my dedicated matching gift page?
A: No. Donors will only see the option to auto-submit a matching gift on the confirmation page of a donation form. If the matching gift plugin does not detect that a donation has been made -- for example, on your dedicated matching gift page -- donors will see the same matching gift program information and links as always.
Q: How do I remove auto-submission from my Double the Donation tools?
A: To remove the auto-submission functionality for your donors, go to your organization profile in the matching module and toggle the Auto-submission switch to OFF.
Training Video: Matching Gift Auto-Submission