This article defines what it means to have a fully set up Double the Donation Matching account and recommended next steps once your account is fully setup.
When Is My Organization Fully Set Up?
2. Complete the Recommended Actions in Each Reporting Tab
3. Update Donor Statuses (“Pending Payment” → “Match Complete”)
Beyond Matching Gifts: Volunteer Grants & Payroll Giving
Make the Most of Your Plugin Page
When Is My Organization Fully Set Up?
Your Double the Donation account is considered fully set up when you have:
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✔ Integrated your donation platform(s) and/or CRM so at least 90% of donations flow into the system (both online and offline).
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✔ Enabled automated outreach with at least two emails in the match-eligible stream and one email in the identification-in-progress stream.
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✔ Configured email sending so all matching gift emails come from your organization’s domain.
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✔ Added the plugin to a dedicated matching gift page on your website.
Best Practices to See ROI
1. Portal Verification
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Be registered with top matching gift companies your donors identify.
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Access this list in your dashboard under Top Companies.
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Log in monthly or quarterly to employer portals (e.g., CyberGrants, Easy Match) to verify donations.
Learn more about managing corporate portals.
2. Complete Recommended Actions in Each Reporting Tab
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The Reporting tab surfaces actionable opportunities based on your donations.
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Each report provides pre-selected criteria and recommended next steps.
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Review reports quarterly (or more frequently) to maximize results.
Walkthrough of Reporting.
3. Update Donor Statuses (“Pending Payment” → “Match Complete”)
Table: Example Matching Gift Lifecycle Updates
This table shows how to log donor progress for accurate reporting.
| Donor Action | Nonprofit Action | Status to Use |
|---|---|---|
| Donor submits match request to employer | Nonprofit receives verification email | Mark as Pending Payment |
| Nonprofit receives matching gift funds (1–3 months later) | Staff updates record | Mark as Match Complete |
Updating statuses ensures accurate reporting and enables Thank You email streams.
How to update donor statuses
Beyond Matching Gifts: Volunteer Grants & Payroll Giving
Don’t overlook additional corporate giving programs:
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Volunteer Grants: Companies donate based on employee volunteer hours.
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Payroll Giving: Employees donate directly from their paycheck, creating steady recurring revenue.
Track volunteer and payroll contributions in Double the Donation just like matching gifts.
Tip: Treat these donors as high-value supporters. Their engagement is both financial and mission-driven.
Make the Most of Your Plugin Page
Your plugin page should act as your corporate giving hub. It’s more than just a search tool — it also educates donors about matching gifts, volunteer grants, and payroll giving.
Promote your plugin page by linking it from:
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Post-donation confirmation screens.
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Email receipts.
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Newsletters.
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Volunteer sign-up or recap pages.
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“Ways to Give” or “Get Involved” website sections.
The more visibility your plugin has, the more corporate giving revenue you’ll capture.
In short: Once your account is fully set up, focus on portal verification, reporting actions, donor status updates, and promoting your plugin page. Expand your impact further by leveraging volunteer grants and payroll giving.