Getting Started: Organization Profile
Within your 360MatchPro account settings, you can provide the details for your nonprofit so that Double the Donation has the correct information on file for the organization. This information is also used to enable matching gift auto-submission for your organization (learn more about autosubmission here).
Access your Organization Profile from the Settings menu dropdown:
Your Organization's Information
List the name, phone number, Tax ID (EIN), and website URL for your Organization.
Your Organization's Address
Provide the full mailing address for your Organization.
Your Organization's Documents
Upload your organization's W-9 and IRS letter of attestation.
Matching Gift Autosubmission
Enable autosubmission for your organization using this toggle. Learn more about autosubmission here.
FAQs:
Q: Why should we list our organization's Tax ID or EIN Number?
A: View this article to learn more about why you should list your organization's tax ID or EIN Number.
Q: What if I don't know our organization's Tax ID or EIN Number?
Q: Where is the information in our Organization Profile used?
A: Most importantly, the information in your Organization Profile is used to complete autosubmission flows. It is also useful for the Double the Donation team to keep our records current.
Q: Why should we upload our documents?
A: Many companies require certain documentation to process a matching gift request. If the company has to reach out to your organization to request this documentation, the matching gift process slows down. And if you miss their outreach, or they don't actually contact you to request the documentation, the matching gift process could stop altogether. By uploading the most commonly requested documentation into your 360MatchPro portal, when your donors complete the autosubmission flow, you enable Double the Donation to automatically send these documents to the company processing the matching gift request. This gives your organization peace of mind!
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