Managing your Double the Donation Account
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      1. Knowledge Base | Double the Donation
      2. Managing your Double the Donation Account

      My Double the Donation Account is Fully Set Up. What Comes Next?

      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 your organization is fully set up with Double the Donation Matching, you have completed the following steps:

      Best Practices to See ROI:

      1. Portal Verification

      2. Complete the Recommended Actions in Each Reporting Tab

      3. Update donors to "Pending Payment" or "Match Complete"

      Don’t Forget: You Can Also Leverage Volunteer Grant Opportunities & Payroll Giving Program

      Make the Most of Your Plugin Page

      When your organization is fully set up with Double the Donation Matching, you have completed the following steps:

      • Integrated your donation platform(s) and/or CRM with the matching module, ensuring at least 90% of your online and offline donations are flowing into the system.
      • Enabled automated outreach: At least 2 emails in the match-eligible stream and 1 email in the identification-in-progress stream.
      • Configured email sending so all matching gift emails are sent from your organization’s domain.
      • Added our plugin to a dedicated matching gift page on your website to drive donor engagement.

      At this point, your organization is in a great position to begin seeing strong results. Many nonprofits using Double the Donation’s matching module see a 20%–50% increase in matching gift revenue in the first year alone — especially when following best practices and completing match cycles.

      Best Practices to See ROI:

      1. Portal Verification

      Although Double the Donation doesn't automatically track when your nonprofit receives matching gift funds, our matching gift software can give you more insight into match-eligible donors and donors who have initiated their matching gift requests to their employers. 
       
      We'd recommend being a registered nonprofit organization with the Top Matching Gift Companies that your donors have identified they work for; you can view this list by going to "Dashboard" --> Top Companies. For each company, we will often provide a link to the corporate vendor used and/or the contact information for the company.
       
      This requires a dedicated person or team that logs into your portals consistently (monthly/quarterly) to review any matching gift funds in the corporate vendor portal or any funds that may need your organization's verification. For more detailed guidance on portal management, view this page. 

      2. Complete the Recommended Actions in Each Reporting Tab

      The matching module's Reporting tab is action-oriented. Each tab presents your organization with a carefully selected report of donations that meet pre-determined criteria and then recommends a specific action to drive more matching gift revenue from those donations.
       
      We recommend checking these reports regularly, perhaps quarterly, to take the recommended action. Because new donations are entering your matching module account all the time, each report will fill up with new actionable insights for your organization over time.
       

      3. Update donors to "Pending Payment" or "Match Complete"

      When the match-eligible donor submits their match to their employer, you as the nonprofit will receive either a verification email or non-verification based on the matching gift vendor. If your organization receives a verification email from a vendor like CyberGrants or Easy Match, a team member can change the status of that donor to "Pending Payment". When the nonprofit receives the matching gift funds (typically within 1-3 months), the team member can log in to the matching module, search for the donor, and change the status of the donor to "Match Complete." To learn more about how to update the status of a donor, click here.
       
      Now when you consistently track the lifecycle of a matching gift through the matching module, the statistics in your account will be an accurate representation of the matching gift funds received. You can use our Thank You email functionality to thank these donors for submitting their matching gift requests. Click here to learn more about our Thank You email stream. 
       
      For more information on our best practices, view this page.

      Don’t Forget: You Can Also Leverage Volunteer Grant Opportunities & Payroll Giving Program

      If your organization collects volunteer hours or encourages recurring payroll gifts, be sure to leverage that information! Many companies offer volunteer grants — monetary donations awarded to nonprofits based on an employee's volunteer time — and payroll giving options that allow employees to donate directly from their paychecks. 

       

      These giving opportunities are often underutilized but can bring significant added value to your fundraising strategy.

      • Volunteer Grants: Companies donate funds based on their employees’ volunteer time.
      • Payroll Giving: Allows employees to donate directly from their paychecks — a reliable and low-effort source of recurring revenue.

       

      Encourage your supporters to check if their employers offer these benefits. With Double the Donation, you can track volunteer grant submissions and payroll contributions, then follow up just as you would with matching gifts — all within the same streamlined system.

       

      Tip: Treat these donors as high-value supporters. They’re not only giving time or money — they’re also engaging deeply with your mission and may be likely to increase their support over time.

       

      For more information about Volunteer Grant Opportunities, click here.

      For more information about Payroll Giving Opportunities, click here.

      Make the Most of Your Plugin Page

      Your plugin is live on your website — now what? Think of it as your central hub for corporate giving. It’s more than just a matching gift search tool — it also supports volunteer grants and payroll giving capabilities when available through a donor’s employer.


      Drive traffic to your plugin page from key engagement points like:

      • Post-donation confirmation screens
      • Email receipts
      • Newsletters
      • Volunteer sign-up or recap pages
      • “Ways to Give” or “Get Involved” sections of your site

      The more visibility you give to your corporate giving tools, the more opportunities you create to boost revenue, deepen donor engagement, and strengthen corporate partnerships. Promoting all three opportunities — matching gifts, volunteer grants, and payroll giving — ensures you're capturing the full potential of donor generosity.