Within your 360MatchPro and Settings, you'll find company exclusions. You have the ability to exclude companies that don't match your type of nonprofit organization. Companies with a matching gift or volunteer grant program determine the type of nonprofit organizations that they match to based on their specific guidelines.
The type of nonprofit organizations are broken into the following parent categories:
Arts/Cultural
Civic/Community
Educational
Environmental
Health/Human Services
Each parent category has child categories nested under it that allow for more nuanced categorization. For example, the child category "Animal Protection" is nested under the parent category "Civic/Community."
We strongly recommend that our clients display all companies in the search results and allow the donor to read the information in the matching gift and volunteer grant description fields. Therefore, we highly recommend selecting the broadest categorization that is appropriate for your organization to ensure you don't accidentally filter out eligible donors. If don't see your specific organization type in the list, select the "Other/General" category or simply select the parent category and no child category.
Company Exclusions Within your 360MatchPro account, you can exclude companies from your organization's matching gift search tool. The reason you may want to exclude companies is that a matching gift or volunteer grant company may have guidelines that ...
We strongly recommend that our clients display all companies in the search results and allow the donor to read the information in the matching gift and volunteer grant description fields. Pros and Cons of Company Exclusions Learn more below on the ...
Currently, only exclusion rules are available within 360MatchPro. Inclusions are available for some CRM integrations. Manage Exclusion Rules Navigate to "Settings" --> "Exclusion Rules". Manage Preconfigured Exclusion Rules To prevent 360MatchPro ...
Within your account your 360MatchPro account portal, you can exclude specific companies that do are ineligible for your organization. That means that the company will appear in the matching gift search tool but when a donor selects they work for that ...
Within your account your Double the Donation account portal, you can exclude specific companies that do are not match eligible for your organization. That means if you exclude a company using this company-specific exclusion, the donor will not see ...