The title of the article: “Ways Healthcare Organizations Can Access Corporate Giving”

3 Ways Healthcare Organizations Can Access Corporate Giving

From grateful patient programs to crowdfunding, healthcare organizations run a wide range of fundraisers to gather the revenue they need to keep their vital services operational. However, some hospitals and healthcare organizations might be overlooking a potentially lucrative source of funding: corporate giving

Many businesses have corporate social responsibility (CSR) programs, and donating to worthy causes, like healthcare institutions, is often a key part of these initiatives. And although some businesses require nonprofits to build relationships with them to earn donations, plenty of others have open funding programs that nonprofits simply have to apply for.

To help your healthcare organization connect with these companies and access new sources of revenue, this guide will explore three ways you can tap into corporate giving programs.  

1. Join a CSR database. 

To encourage their employees to participate in workplace giving programs, many businesses leverage CSR software. These tools help businesses facilitate various types of corporate giving, such as volunteer grants, matching gifts, and payroll giving. Additionally, they often have a database of verified nonprofits that employees can browse to find reputable charitable organizations. 

To earn support from CSR programs, your healthcare organization needs to be featured in these databases. 

Uncommon Giving outlines the steps nonprofits can take to register their organization with a CSR database:

  1. Fill out a registration form and/or verify your profile. Once you identify a CSR database you would like your healthcare organization to be featured in, look up your nonprofit to check if a profile already exists. In some cases, large nonprofits will already have profiles created for them. If your nonprofit has a profile, you’ll still need to complete a registration form verifying your organization is the same as the one in the profile.
  2. Confirm your nonprofit’s information. The registration form will ask for basic information about your nonprofit, such as its name, EIN, website, and contact details. 
  3. Get verified. The CSR database will review your registration form, and if all the information checks out, it will send you a welcome email with instructions for how to update your profile and start engaging donors. 

Through your new CSR database profile, you can connect with donors looking to give through corporate giving programs as well as individual DAFs. While you should still practice donor recognition and aim to build relationships with these supporters, the CSR database will handle donation processing and distribute donation receipts on your behalf. 

Additionally, CSR databases are usually free to join, meaning registering your healthcare organization will provide a new communication and networking channel at no cost. Take advantage of this opportunity by collecting data on your new donors so you can continue engaging them on other platforms. 

2. Leverage corporate giving programs. 

Once your healthcare organization has connected with CSR databases, you can start pursuing corporate giving opportunities in earnest. A few popular programs to make your supporters aware of include:

  • Matching gifts. In a matching gift program, when employees donate, their employers match their gifts, usually at a 1:1 ratio. Some matching gift programs even have higher match ratios and donation ceilings for specific types of nonprofit causes, like education and healthcare.
  • Volunteer grants. When supporters volunteer at your hospital or healthcare organization, they may also be able to generate funding for your cause through corporate volunteer grants.
  • Volunteer time off. It can be challenging for individuals who work full-time to find the time to volunteer. Fortunately, through volunteer time off (VTO) programs, employees can take time off specifically to volunteer. 
  • Payroll giving. Some businesses allow employees to turn donating into a set-it-and-forget-it action through payroll giving. This program allows employees to donate a portion of their paycheck to a nonprofit of their choice automatically. To ensure donors have the option to give to your healthcare organization, you will need to be part of CSR databases and form relationships with businesses that offer these programs. 

Chances are that several of your supporters are eligible for these corporate giving programs, but are unaware of them. Educate your donors about these opportunities through your email newsletter, social media, and website, and encourage them to research if they qualify for one. 

You can also invest in software of your own to increase donor participation in these initiatives. For instance, nonprofit matching gift software adds a search tool to your donation page that allows supporters to enter their employer’s name and immediately be paired with their matching gift program information. 

3. Develop corporate relationships.

If your healthcare organization is hoping to receive a major donation from a corporation, you’ll need to cultivate relationships with key decision makers at that business first. While the corporate giving programs we’ve discussed so far can boost your annual revenue, you may also want to seek larger, individualized gifts like:

  • Sponsorships. If your healthcare organization is hosting an event, corporate sponsors can lend all types of support, including monetary donations, venue space, and free services like catering or entertainment. 
  • Cause marketing support. Some businesses want to tie their products or services closely to philanthropic causes. In a cause marketing campaign, the business will promise to donate a percentage of sales of a specific product or service to your nonprofit. Seeing that their purchase supports a good cause, consumers are likely to buy from the business, creating a win-win scenario for your organization and corporate partner. 
  • Matching grants. Matching grants are a type of corporate giving where a business agrees to match all donations your nonprofit raises in a specified time frame. 360MatchPro explains that the main differences between matching grants and matching gifts are that matching gifts are awarded on an individual donor-by-donor basis by various businesses, whereas matching grants are made by one company and encompass all gifts contributed during a set time.

To position your nonprofit to earn these types of funding, start building corporate relationships. Research corporations that might be amenable to supporting your healthcare organization to learn about their values and requirements. 

A few factors to look for when assessing potential corporate partners include:

  • Existing relationships. While you can build relationships from the ground up, it’s far easier to secure initial meetings if you have some sort of in. Consider if anyone at your healthcare organization already has a connection to a business. This might be board members with community ties, grateful patients who have business connections, or even a group of donors who all work for the same company. 
  • Philanthropic history and values. Businesses want to publicize their philanthropic work to boost their reputations. This means that most corporations that participate in corporate giving publish their philanthropic values and examples of past charitable activity on their websites. Look for corporations that have values aligned with healthcare and have supported healthcare organizations in the past. 
  • Benefits for the business. Corporate giving is ultimately a business decision. Identify businesses with audiences similar to your donor base. Then, when pitching a corporate partnership to these businesses, you can emphasize your healthcare organization’s ability to get the business’s name in front of potential customers. 

Building corporate relationships can take time and several meetings. Ensure you have a solid case for support that explains what your healthcare organization will do with the business’s contribution and how a partnership benefits both parties. 


From volunteer grants to matching gifts to payroll giving, corporate giving opportunities can provide your hospital or healthcare organization with essential extra revenue. Set your organization up to receive this funding by connecting with CSR databases and investing in tools that help supporters participate in their employers’ giving programs. 

How to Engage High-Dollar Donors for Your Challenge Grant Campaign

Challenge Grants: Identifying & Engaging High-Dollar Donors

A challenge grant campaign can be one of the most effective ways to raise funds for your nonprofit, especially when high-dollar donors step in as match sponsors. These donors can contribute substantial amounts to match gifts, creating a snowball effect that motivates others to do the same. However, identifying potential high-dollar donors who can support your challenge grant requires a targeted approach.

In this post, we’ll discuss how to identify high-dollar donors for your challenge grant, effective ways to engage them, and the role employment data can play in this process. Specifically, we’ll cover:

Securing high-dollar donations for a challenge match campaign can be the key to success. These donors often possess the resources and philanthropic goals necessary to make a significant impact. But how do you identify them, engage them, and ensure they become long-term supporters of your cause? Let’s dive into some top strategies for doing so.

Why High-Dollar Donors Are Key to Challenge Grants

High-dollar donors, such as those with existing Donor-Advised Funds, can play a pivotal role in the success of a challenge grant campaign. Here’s why these individuals are so important:

  • Significant Contributions for Matches: Major donors are more likely to contribute significant amounts that can make a real difference in meeting challenge match goals. After all, these individuals often have the financial capacity to provide the large sums needed to match donations and drive campaign success.
  • Motivating Other Donors: High-dollar donors not only give substantial amounts themselves, but their contributions can inspire others to give. The visibility of a significant gift can create a ripple effect, encouraging other donors to contribute at higher levels to reach the challenge match goal.
  • Amplifying the Impact: High-dollar donors can leverage the matching mechanism, significantly increasing the total funds raised. For nonprofits, these donors are crucial for reaching and surpassing their goals, making their engagement essential to the campaign’s success.

Now that we understand why high-dollar donors are so important, let’s explore how to identify them using data, including employment data.

Top Ways to Identify High-Dollar Donors for Challenge Matches

Challenge match campaigns can be a highly effective way to boost fundraising efforts, especially when you can secure contributions from high-dollar donors. These donors, often known as major donors or high-net-worth individuals (HNWIs), can significantly amplify the impact of your campaign by committing substantial amounts that will be matched by others.

Identifying these donors early can help your organization leverage their contributions to increase the overall success of your challenge match. Below are some top ways to identify high-dollar donors for your challenge match campaign:

  1. Leveraging Giving History: Analyze your existing donor database to identify individuals who have made substantial donations in the past or have consistently given over time. These donors are more likely to contribute to a challenge match, especially if they have shown an interest in supporting your organization’s initiatives at higher levels.
  2. Using Employment Data: Employment data is an invaluable tool for identifying potential high-dollar donors. By knowing where your donors work, you can spot those who are likely to have access to significant financial resources. Employment data can help you pinpoint donors who work in high-income sectors. Donors working in these areas are more likely to have the resources to contribute large sums to a challenge grant. Don’t know where your donors work? Don’t worry. Many platforms enable nonprofits to enhance their databases by appending employment data, including company information, allowing them to identify individuals in high-paying roles.
  3. Engaging Board Members and Major Donors: Board members and existing major donors are often well-connected to other high-net-worth individuals who may be interested in supporting your challenge match. They can serve as valuable connectors or even direct participants in the campaign.
  4. Track Engagement at Major Fundraising Events: Major fundraising events, such as galas, auctions, or fundraising dinners, often attract high-net-worth individuals who are open to making significant contributions. By analyzing donor participation at these events, you can identify individuals who are likely to contribute to a challenge match.

By implementing these strategies, you can identify and engage high-dollar donors who will play a pivotal role in the success of your challenge. These donors not only provide immediate financial support but can also help attract additional contributions, amplifying the impact of your fundraising efforts. Identifying the right high-dollar donors is crucial to maximizing the potential of challenge matches and achieving your fundraising goals more quickly.

Attracting High-Dollar Donors for a Challenge Match

Once you’ve identified potential high-dollar donors, the next step is to engage them effectively in your campaign idea.

Here’s how you can approach these individuals to secure their support for your challenge match:

  • Personalized Outreach: High-dollar donors expect a higher level of engagement. Reach out to them personally, whether through a phone call, personalized email, or in-person meeting. Tailor your messaging to show how their donation will directly impact your mission and why they are uniquely positioned to make a significant difference.
  • Offer Recognition: Many high-dollar donors appreciate public recognition for their contributions. Offer them prominent recognition in your campaign materials, on your website, or during events. Acknowledging their generosity can build goodwill and encourage future support.
  • Align Their Giving with Their Values: High-dollar donors often want to know how their contributions will directly impact the cause they support. Show them specific programs, projects, or initiatives their donation will support, and align their giving with their personal philanthropic goals.
  • Explain the Match: Donors who contribute at high levels are likely motivated by the opportunity to make a substantial impact. Explain how their gift will be matched and how this will amplify their contribution, providing even more support to your cause.

Engaging high-dollar donors requires a personalized approach that emphasizes their impact and the benefits of their involvement in the challenge match. And if all goes well, you’ve secured yourself a challenge grant for your upcoming campaign!

Engaging Challenge Match Donors Throughout the Campaign

Keeping challenge match donors engaged throughout the campaign is essential to ensuring that they remain motivated to fulfill their commitment and even increase their contribution. Donors who feel connected to the campaign’s progress are more likely to remain engaged, share the message, and continue supporting the cause.

Here are some effective steps organizations can take to keep challenge match donors engaged throughout the entirety of the campaign:

1. Send Regular Progress Updates

Regular updates on the campaign’s progress keep challenge match donors informed and invested in the initiative’s success. Donors want to know how their match is making an impact and how close the campaign is to reaching its goal.

You might consider sending weekly or bi-weekly updates or milestone celebrations to keep the challenge grant-giver informed, incorporating visual aids to display the campaign’s progress and highlighting the multiplier effect of the donor’s matching challenge grant.

2. Showcase Donor Impact and Gratitude

Donors want to feel appreciated and know that their contribution matters. Regularly showcasing how their support is making a difference helps maintain excitement and commitment to the cause.

Consider implementing personalized thank-you notes or phone calls to your match donors to demonstrate your gratitude for their support, and acknowledge the challenge grant donor in campaign communications to showcase the role the match-maker is playing in the campaign’s success.

3. Upsell the Match Mid-Campaign

Midway through the campaign, if you’re close to reaching the initial goal, consider upselling the match by asking the donor to increase their commitment. This not only drives additional funding but also creates a sense of excitement and urgency.

To achieve this, you should track and highlight the campaign’s current success, create a sense of urgency for expanding the initiative, and make it easy for donors to agree to increase their match.

Building Long-Term Relationships with Major Donors

Once a high-dollar donor has contributed to your challenge grant campaign, it’s crucial to build a long-term relationship with them in order to prolong their generous support. Here’s how you can do so:

  • Maintain Ongoing Stewardship: Demonstrate appreciation to high-dollar donors by thanking them regularly and acknowledging their significant impact. Don’t wait for the next campaign to connect; continue building the relationship with updates on how their gift has made a difference.
  • Involve Them in Future Campaigns: Keep high-dollar donors engaged in future campaigns by soliciting their input and involvement. They may be interested in becoming challenge match sponsors for upcoming initiatives or serving on your advisory board.
  • Cultivate Deeper Connections: Engage high-dollar donors in more meaningful ways, such as inviting them to exclusive events or offering opportunities for them to meet with your leadership team. Building a personal connection can lead to continued and increased support.

By fostering long-term relationships, you ensure that high-dollar donors remain committed to your cause and continue to contribute to future campaigns.

Leveraging the Right Data to Personalize Your Engagement

Data isn’t just helpful in identifying high-dollar donors; it can also help personalize your engagement efforts throughout the campaign and beyond. These are a few ways that it helps:

  • Donor History: Review the donation history and giving patterns of your high-dollar donors. This will help you tailor your messaging and understand how they prefer to give.
  • Behavioral Insights: Look at how donors interact with your campaign materials and engagement efforts. This can provide insights into what type of communication resonates most with them, allowing you to fine-tune your approach.
  • Customized Asks: Use the data you’ve gathered to make customized asks for future donations. For example, if a donor has supported a specific program in the past, you can focus on how their next contribution will help that program thrive.

Personalizing engagement based on data helps strengthen your relationship with high-dollar donors and increases the likelihood of their continued support.

Tracking and Reporting on High-Dollar Donations

To ensure the success of your challenge match campaign, it’s essential to track and report on high-dollar donations. Here’s how:

  • Utilize Your Donor Management System: A donor management system or CRM can help you track high-dollar donations and monitor the participation of these donors in your campaign. You can use this data to report on the success of the challenge match and ensure donors’ contributions are acknowledged.
  • Measure Impact: Track how high-dollar donations contribute to the success of the challenge match. Share this impact with donors to show how their contributions have made a tangible difference.
  • Provide Regular Updates: Keep high-dollar donors informed about the progress of the challenge match and how their donations are helping to meet the goal. Regular communication helps keep them engaged and committed to your cause.

Tracking and reporting high-dollar donations ensures that you can show appreciation to your donors, measure the campaign’s success, and plan for future engagement.


Wrapping Up & Next Steps

Identifying and engaging high-dollar donors is a critical part of any successful challenge grant campaign. By utilizing the right data and leveraging donor insights, you can strategically target potential donors who can offer substantial support. Engaging these donors with personalized communication and recognizing their impact will build long-term relationships. Good luck!

Explore Employee Matching Gifts for Even More Fundraising Success

If you’re looking to boost your fundraising even further, consider incorporating employee matching gift programs into your strategy. Explore how Double the Donation can help you identify, track, and maximize matching gift opportunities by requesting a demo today. By integrating these strategies, you can raise even more during your challenge grant campaign and enhance your donor engagement.

Raise even more for your cause with employee matching gifts with Double the Donation!

How to Follow Up with Volunteers About Grant Opportunities

How to Follow Up with Volunteers About Grant Opportunities

Volunteer grants, also known as “Dollars for Doers,” are a fantastic way for nonprofits to secure additional funding by leveraging the volunteer hours of their supporters. These programs, offered by many companies, match the time employees volunteer to a nonprofit with a monetary grant, effectively doubling the impact of that volunteer’s contribution. Despite the clear benefits, many nonprofits struggle to get their volunteers to complete the grant request process with their employers, potentially leaving valuable funding on the table.

In this blog post, we’ll explore the best strategies for following up with volunteers about volunteer grant opportunities. We’ll discuss how to encourage volunteers to complete the request process, as well as how to recognize and acknowledge their efforts once the grants are received. By following these strategies, nonprofits can strengthen relationships with volunteers, boost grant success, and maximize funding for their missions:

  1. Educate volunteers on the value of volunteer grants.
  2. Make the process easy and transparent.
  3. Send regular, friendly reminders.
  4. Recognize volunteers’ efforts.
  5. Provide incentives or rewards.
  6. Use technology to streamline the process.
  7. Follow up personally for larger grants.

The key to maximizing the impact of volunteer grants lies in effective communication with your volunteers. Nonprofits must ensure that volunteers are aware of these opportunities, understand how to submit the necessary requests, and feel appreciated for their contributions. By fostering proactive engagement and providing clear instructions, nonprofits can encourage volunteers to take full advantage of volunteer grant programs.

1. Educate Volunteers on the Value of Volunteer Grants

The first step in ensuring volunteers are motivated to request volunteer grants is educating them on the value of these programs. Many volunteers may not even be aware that their employer offers matching grants or volunteer grants. By making this information a priority, you can increase awareness and engagement from the start.

How It Benefits Nonprofits:

When volunteers understand how volunteer grants work and the impact they can have, they are more likely to participate. Educated volunteers are empowered to take action, which can result in significant additional funding for your organization.

Example:

You might send an email to your volunteer base that reads:
“Did you know that your volunteer hours can double in value? Many companies offer volunteer grant programs, where they match the hours you contribute with a monetary grant to our cause. It’s an easy way to amplify your impact with just a few simple steps!”

This sets the stage for volunteers to understand the direct impact of their involvement and how easy it can be to maximize their contributions.

2. Make the Process Easy and Transparent

Once volunteers are aware of the opportunity, make sure the process for applying for volunteer grants is clear, simple, and accessible. Volunteers should not feel overwhelmed by what might seem like an extra task on top of their regular duties. Provide them with easy-to-follow steps on how to request the grant from their employer.

How It Benefits Nonprofits:

A streamlined and transparent process reduces confusion and increases the likelihood of volunteers completing the grant request. Clear instructions will lead to more successful applications, resulting in more funding for your organization.

Example:

Send a step-by-step guide that explains the process:
_”Thank you for volunteering with us! If your employer offers volunteer grants, here’s how to request it:
1. Log your hours through your company’s online portal (or fill out the volunteer hours form).
2. Submit a confirmation of your volunteer hours (we’ll provide this for you).
3. Submit your request by [date]. If you have any questions, we’re here to help!”_

Make sure this guide is easily accessible through email, your website, or on social media, and offer assistance if they run into any problems.

3. Send Regular, Friendly Reminders

Even if volunteers are aware of the grant opportunity and have the process outlined for them, it’s easy for them to forget to submit their requests. Regular, friendly reminders are essential in ensuring that volunteers don’t miss the opportunity to request matching grants.

How It Benefits Nonprofits:

Timely reminders ensure that the process doesn’t fall through the cracks. A gentle nudge can significantly increase the completion rate of volunteer grant requests, which means more money flowing into your organization. Effective volunteer grant marketing is a must!

Example:

Send a reminder email a few weeks before the deadline:
“This is a friendly reminder that if you volunteered recently, you could request a matching gift through your employer’s volunteer grant program! The deadline for submitting is [date], so don’t forget to log your hours and submit the request. Let us know if you need help!”

These reminders show appreciation and provide a final push for volunteers to complete the process.

4. Recognize Volunteers’ Efforts

Once a volunteer submits a request and the grant has been approved, it’s important to recognize their efforts. Not only does this show gratitude, but it also encourages continued engagement. Volunteers who feel appreciated are more likely to stay engaged with your organization and may be more likely to participate in future volunteer opportunities, knowing that their efforts are valued.

How It Benefits Nonprofits:

Acknowledging volunteers for their actions boosts morale and reinforces positive behaviors. It can also help build a sense of community within your nonprofit, leading to greater long-term volunteer retention and engagement.

Example:

Send a thank-you email or a handwritten note to a volunteer after their grant has been approved:
“Thank you so much for volunteering with us and for taking the extra step to submit a volunteer grant request! Your effort to help us secure additional funding has made a huge impact on our ability to continue our mission. We appreciate your commitment to [specific project or program].”

This recognition makes volunteers feel valued and appreciated, which enhances their connection to your cause.

5. Provide Incentives or Rewards

Sometimes, offering a small incentive for volunteers who successfully submit their grant requests can be a great way to encourage participation. This doesn’t have to be expensive; simple rewards like recognition in a newsletter, gift cards, or a volunteer of the month award can incentivize volunteers to take the extra step.

How It Benefits Nonprofits:

Incentives provide additional motivation for volunteers to complete the request process. Offering rewards not only acknowledges their effort but also serves as a tool to encourage participation in future volunteer opportunities.

Example:

You might send out a monthly newsletter recognizing volunteers who have successfully completed the volunteer grant process:
“Congratulations to our Volunteer of the Month, [Volunteer Name]! Not only did they contribute [number] of hours, but they also helped secure a matching donation of $500 through their company’s volunteer grant program. Thank you for your dedication!”

Offering public recognition and rewards ensures that volunteers feel proud of their contributions and are encouraged to continue participating.

6. Use Technology to Streamline the Process

Implementing technology, such as volunteer management systems or even specific software for tracking volunteer hours and volunteer grant requests, can make the follow-up process easier for both your organization and your volunteers. Many platforms allow nonprofits to track volunteer hours, send automatic reminders, and even help volunteers with the submission process.

How It Benefits Nonprofits:

Automating reminders and using software to track volunteer hours allows nonprofits to save time and effort in following up with volunteers. Volunteers also appreciate the simplicity and ease of use, increasing the likelihood of participation in the grant request process.

Example:

Use a volunteer management platform like Better Impact or Volgistics, which allows volunteers to log hours and easily access information about volunteer grants. These platforms often provide automatic email reminders and can even allow volunteers to submit their volunteer grant requests directly through the system. This minimizes the administrative burden on your organization and ensures volunteers have a seamless experience.

7. Follow Up Personally for Larger Grants

For large volunteer grants or special projects, a more personalized approach might be needed. If a volunteer’s efforts result in a large matching gift, a personal follow-up from your nonprofit’s leadership (whether through a phone call or in-person meeting) can make a significant impact.

How It Benefits Nonprofits:

A personal touch reinforces the volunteer’s value to your organization and can lead to stronger, more committed relationships. This type of personal engagement can also help with securing larger, more meaningful grants in the future.

Example:

A nonprofit leader could personally reach out to a volunteer who secured a large corporate grant with a phone call:
“Hi [Volunteer Name], I just wanted to personally thank you for your time and dedication in helping us secure the recent volunteer grant from [Company Name]. Your effort has made a huge difference, and we’re so grateful for your support. If there’s anything we can do to further engage you in our mission, please don’t hesitate to reach out!”

This personal acknowledgment shows how much you appreciate their effort and deepens the volunteer’s connection to your mission.


Conclusion

Following up with volunteers about grant opportunities is a vital aspect of nonprofit management. By understanding volunteer preferences, providing clear information, utilizing multiple communication channels, fostering transparency, recognizing contributions, offering training, and establishing a feedback loop, nonprofits can enhance their engagement with volunteers. This not only improves the grant application process but also strengthens the overall mission of the organization.

Grow Corporate Volunteerism with Double the Donation Volunteering

Ready to unlock the full potential of volunteer grants and maximize the impact of your nonprofit’s volunteer efforts? Double the Donation’s Volunteering module simplifies the process, making it easier for you to identify qualifying volunteers, secure matching grants, and keep your supporters engaged in the long run.

Our comprehensive tools help you effortlessly manage corporate volunteer programs, ensuring you never miss an opportunity to double the impact of your supporters’ time. Start today and see how Double the Donation can amplify your nonprofit’s funding and volunteer engagement; request a personalized demo now!

Volunteer Grant Myths Debunked - Maximize Your Organization's Impact

Volunteer Grant Myths Debunked: Maximizing Your Organization’s Impact

Volunteer grants, also known as “Dollars for Doers,” are employer-sponsored programs that match employees’ volunteer hours with monetary grants to the nonprofits they support, effectively doubling their impact on the cause. Despite their significant potential as a nonprofit revenue stream, several myths surround these programs, leading to their underutilization overall.

In this article, we will debunk common misconceptions to help organizations and employees maximize the benefits of volunteer grants.

With a clearer understanding of how volunteer grants work, nonprofits can engage more effectively with their supporters, foster deeper corporate partnerships, and increase their fundraising potential. Let’s dive into the myths surrounding volunteer grants and uncover the real truths behind them to help you unlock new opportunities for your nonprofit.

Myth 1: Only Large Companies Offer Volunteer Grants

Many people believe that only large corporations, with their extensive resources and wide reach, offer volunteer grant programs. The misconception is that small or medium-sized businesses don’t have the capacity or interest to run these types of programs. This myth may discourage smaller nonprofits from even considering volunteer grants as a viable source of funding.

The Real Truth: Volunteer Grants Are Available Across All Company Sizes

In reality, volunteer grants are not exclusive to large corporations. Many small and medium-sized enterprises (SMEs) also recognize the value of community engagement and offer matching gift programs to their employees. These programs enable businesses of all sizes to support their employees’ charitable activities and contribute to local causes.

Small and local businesses often have strong ties to the communities in which they operate, and many of these businesses are eager to encourage their employees’ philanthropic efforts by offering matching gifts or volunteer grants. This means that nonprofits can benefit from a wide range of potential corporate partners, even those outside of the big corporate world.

In fact, local businesses can often be more nimble and flexible with the volunteer grant process, making them an appealing partner for nonprofits looking to engage with corporate supporters. By reaching out to both small and large businesses, nonprofits can tap into a larger pool of potential resources and grow their funding base.

Myth 2: Few Organizations Qualify for Volunteer Grants

Another myth surrounding volunteer grants is the belief that only certain types of organizations qualify to receive these funds. Many assume that only well-known or large nonprofits are eligible to receive the monetary matching funds for volunteer hours. As a result, smaller or lesser-known organizations may mistakenly believe that they can’t benefit from volunteer grant programs.

The Real Truth: Most 501(c)(3) Nonprofits Qualify for Volunteer Grants

The truth is that most nonprofits with 501(c)(3) status are eligible to receive volunteer grants, regardless of their size or scope. These programs are designed to support a wide range of causes, including education, healthcare, animal welfare, and more. While some companies may exclude political or religious organizations from their programs, the vast majority of corporate volunteer grant programs are open to any recognized nonprofit organization that qualifies under the designation.

This broad eligibility opens up significant opportunities for smaller, community-focused nonprofits to benefit from the support of local businesses or even larger corporations. Nonprofits should ensure that they’re aware of the criteria for eligibility and take full advantage of the volunteer grant programs available to them.

By encouraging employees to submit their volunteer hours and apply for these grants, nonprofits can maximize the financial support they receive from these programs, furthering their work and increasing their reach.

Myth 3: The Volunteer Grant Amount Is Always an Hourly Value

A common misconception is that volunteer grants are always calculated based on an hourly value, meaning that for every hour an employee volunteers, a specific monetary amount is matched by the employer. While this is true for some companies, it is not the case for all of them.

The Real Truth: Volunteer Grants Can Be Based on Various Models

The amount of money a nonprofit can receive through a volunteer grant can vary widely from one company to another. Some companies match volunteer hours at an hourly rate, while others offer lump sum grants after an employee has volunteered a certain number of hours. For instance, a company might provide $10 per hour of volunteer work up to a maximum of $500 per year, while another might offer a flat $500 or more after an employee volunteers for 50 hours.

For nonprofits, it’s essential to understand the specific guidelines and matching criteria for each corporate partner they engage with. This enables nonprofits to more accurately estimate potential revenue from volunteer grant programs and assist their supporters in understanding how to effectively leverage these opportunities.

Nonprofits can also educate their donors and volunteers about the various matching options available, making it easier for them to access these funds and amplify their impact.

Myth 4: Employers Provide Grants Automatically After an Event

There is a misconception that volunteer grants are automatically provided after an employee participates in a volunteer event, requiring no action from the employee or the nonprofit. Many believe that once the volunteer hours are logged, the employer will simply process the grant on its own.

The Real Truth: Employees Are Responsible for Initiating the Volunteer Grant Process

In reality, employees are typically responsible for initiating the volunteer grant process. This means that after completing volunteer work, employees must submit their hours, along with any necessary documentation, to their employer for approval. Nonprofits do not automatically receive the grant funds; rather, it is the employee’s responsibility to ensure that the proper paperwork is submitted to the company’s matching gift or volunteer grant program.

While this may seem like an added step, it presents an opportunity for nonprofits to help employees navigate the process. By providing clear, easy-to-follow instructions on how to request volunteer grants, nonprofits can help ensure that their supporters take full advantage of these opportunities. This proactive approach can also increase the likelihood that grants will be successfully processed and allocated.

Myth 5: The Volunteer Grant Process Is Too Complicated

Some employees hesitate to apply for matching volunteer grants because they perceive the process to be complicated or time-consuming. This misunderstanding can result in missed opportunities for both the employee and the nonprofit organization, as employees may forgo applying for the grants altogether.

The Real Truth: The Volunteer Grant Process is Simple and Often Online

The process for requesting volunteer grants is often simpler than people realize. Many companies have streamlined the process to make it as easy as possible for employees to submit their volunteer hours. Typically, employees are asked to provide a donation receipt and fill out a brief application form. Some companies even offer online portals where employees can log their volunteer hours and submit documentation in just a few clicks.

By educating employees on how easy it is to apply for volunteer grants, nonprofits can boost participation and help ensure that these valuable resources are maximized. Many companies also provide a help desk or support system for employees who have questions, making it even easier to navigate the process.

Nonprofits should encourage their supporters to take advantage of these programs and assure them that applying for volunteer grants is a simple and straightforward way to amplify their efforts.

Myth 6: Volunteer Grants Are a One-Time Benefit

Another myth surrounding volunteer grants is that they are a one-time benefit—once employees participate in a volunteer grant program, that’s all the funding they can receive for the year. This limited view can discourage people from engaging with the program more than once.

The Real Truth: Volunteer Grants Are Often Available Multiple Times a Year

Most companies offer volunteer grant programs on an annual basis, meaning employees can request a match for volunteer hours throughout the year. Many companies will even allow employees to submit multiple requests within the same year, provided the volunteer work meets the company’s eligibility requirements. Some companies may also provide matching grants for different causes, enabling employees to direct their volunteer hours to a variety of nonprofit organizations over the course of the year.

This provides an incredible opportunity for nonprofits to continuously benefit from the time their volunteers put in throughout the year. By educating supporters about the ability to earn multiple grants, nonprofits can encourage more consistent volunteerism and greater engagement with their mission.

Myth 7: Volunteer Grants Are a Substitute for Corporate Giving

Some may mistakenly believe that volunteer grants are a replacement for direct corporate donations, assuming that the company’s matching volunteer programs fulfill the same role as cash gifts. This misunderstanding can lead to nonprofits overlooking the value of direct corporate donations.

The Real Truth: Volunteer Grants Complement, Not Replace, Corporate Giving

Volunteer grants are not a substitute for corporate donations. Instead, they are meant to complement direct financial contributions, creating a more holistic approach to corporate social responsibility. Employers often view volunteer grants as part of their broader philanthropic efforts, alongside cash donations, sponsorships, and other charitable initiatives.

Nonprofits should recognize the value of both volunteer grants and direct corporate giving in their fundraising strategies. By fostering strong relationships with corporate partners, nonprofits can benefit from a variety of giving options that enhance their overall impact. A robust partnership with a company that offers both volunteer grants and financial contributions can significantly increase a nonprofit’s resources and ability to serve its communities.


Conclusion: Wrapping Up

By dispelling these myths, organizations and employees can better leverage volunteer grant programs to enhance their philanthropic efforts and strengthen community ties. Understanding the true nature of volunteer grants can lead to increased participation and greater overall impact for nonprofits.

Unlock More Corporate Support with Double the Donation Volunteering

Now that we’ve dispelled the myths surrounding volunteer grants, it’s time to take action and amplify your organization’s impact. With Double the Donation, you can effortlessly navigate the world of corporate volunteerism and beyond. Our comprehensive tools are designed to help you find and manage corporate support, allowing you to focus on what truly matters: your mission.

Raise more with Double the Donation Volunteering; request a personalized demo today!

Corporate In-Kind Donation Myths Debunked -What to Know

Corporate In-Kind Donation Myths Debunked: What to Know

In-kind donations are a vital resource for nonprofits, providing essential goods and services that can significantly enhance their operational capacity. However, misconceptions about these contributions can lead to misunderstandings regarding their value and impact. In this article, we will debunk common myths surrounding corporate in-kind donations, providing clarity and insight for nonprofits looking to maximize these contributions. These include:

By understanding the truths behind these myths, nonprofits can maximize the value of in-kind donations and use them to strengthen their programs, engage with the corporate sector, and ultimately create a larger impact. Let’s explore the common myths surrounding corporate in-kind donations and the insights that can help nonprofits fully embrace these valuable contributions.

Myth 1: In-Kind Donations Are Too Complex to Manage Effectively

Many nonprofits believe that managing corporate in-kind donations requires extensive time and resources, making it feel like a burden rather than a benefit. The thought of receiving large amounts of goods or services from companies might feel overwhelming, especially when it comes to logistics, storage, and distribution.

The Truth: In-Kind Donations Can Be Streamlined with the Right Systems

While managing in-kind donations does require some planning, the process can be simplified and streamlined for greater efficiency. With the right systems in place, nonprofits can efficiently manage in-kind contributions without additional strain on their operations.

Many platforms now offer integrated solutions that help nonprofits track, receive, store, and distribute in-kind gifts. When nonprofits develop a solid plan and communicate their needs clearly, in-kind donations can be seamlessly incorporated into their operational strategies.

Myth 2: In-Kind Donations Only Benefit Large Nonprofits

Some nonprofits may assume that in-kind donations are only suited for large organizations with the infrastructure to handle large-scale gifts. Smaller nonprofits might feel that they aren’t equipped to accept and distribute significant amounts of donated goods or services.

The Truth: In-Kind Donations Benefit Nonprofits of All Sizes

The beauty of in-kind donations is that they are available to organizations of all sizes. Whether a nonprofit is local, small, or large, there are in-kind gifts that align with its mission and capacity.

In fact, smaller nonprofits may find that in-kind donations are a great way to fill immediate needs without the budget constraints that often limit cash donations. Many corporate donors are eager to contribute to smaller nonprofits that are doing impactful work within their communities, and they can be flexible in how they provide support—whether through goods, services, or volunteer time.

Nonprofits should consider leveraging these opportunities to help boost their programs without worrying about the scale of their operations. In-kind donations can be especially beneficial for smaller organizations that may not have large cash reserves but can maximize the use of goods and services they receive.

Myth 3: In-Kind Donations Are Motivated by Corporate Agenda

It’s often assumed that corporate in-kind donations come with hidden agendas or marketing expectations, with the company seeking to promote its brand or push its interests. This concern might make nonprofits hesitant to fully engage with corporate donors.

The Truth: In-Kind Donations Can Be Genuine Acts of Corporate Social Responsibility

While it’s true that some corporations use in-kind donations to bolster their public image, many companies genuinely want to support nonprofits as part of their corporate social responsibility (CSR) efforts. Corporate donations, especially those from companies that share your nonprofit’s values and mission, can be a deeply positive force that goes beyond marketing tactics.

When nonprofits work closely with their corporate donors to align goals and values, these contributions can lead to long-lasting partnerships that benefit both parties. Companies often seek to make a genuine impact in the community, and nonprofits provide an opportunity to do so in a meaningful and productive way.

Through transparency and open communication, nonprofits can build authentic, mutually beneficial partnerships with corporate donors who are committed to supporting their cause for reasons beyond just brand recognition.

Myth 4: In-Kind Donations Are Only Useful if They Are Physical Products

Some nonprofits may assume that in-kind donations are limited to physical goods (clothing, equipment, or food), but the truth is that in-kind donations extend to a wide array of services and expertise. Many organizations overlook non-material donations because they focus on tangible goods.

The Truth: In-Kind Donations Include Valuable Services and Expertise

In-kind donations aren’t just about the physical items that come in boxes or shipments. Corporate donors often offer valuable professional services, including legal advice, marketing support, technology solutions, and strategic consulting. These services can be just as vital as goods when it comes to helping a nonprofit advance its mission.

By embracing these diverse forms of in-kind donations, nonprofits can benefit from expertise and services that might otherwise be out of reach due to budget constraints. Many corporations are happy to donate their time and knowledge, especially if they believe in the nonprofit’s mission.

Nonprofits should actively seek out these non-material donations and be open to the wide range of in-kind contributions that can provide significant operational support.

Myth 5: Corporate In-Kind Donations Only Support Short-Term Needs

Another misconception is that corporate in-kind donations are typically a quick fix for immediate needs, such as event supplies or seasonal items, but are not suitable for supporting long-term goals or operational sustainability.

The Truth: Corporate In-Kind Donations Can Support Long-Term Projects and Growth

While in-kind donations can certainly address immediate needs, they can also be leveraged to support long-term goals. For example, a company might provide in-kind donations such as technology or infrastructure that can help a nonprofit scale its operations over time. Other contributions, such as office space or strategic consulting, can provide lasting value that supports the nonprofit’s long-term sustainability.

By building relationships with corporate partners who understand the nonprofit’s vision and goals, nonprofits can secure in-kind donations that contribute to long-term growth. These donations can help strengthen internal operations, develop programs, or enhance fundraising efforts, creating ongoing value that extends far beyond short-term needs.

Myth 6: In-Kind Donations Are In Place of Monetary Support

A common misconception among nonprofits is that corporate in-kind donations are a substitute for cash donations. Many organizations may believe that receiving goods or services from corporations means they won’t be able to secure financial contributions as well. This can lead to the mistaken belief that in-kind donations are a “one-size-fits-all” solution that covers all of a nonprofit’s needs.

The Truth: Many Companies Offer Both In-Kind and Monetary Donations

The reality is that many companies offer a combination of in-kind donations and monetary support. In fact, many businesses provide a well-rounded approach to corporate giving, offering not only in-kind gifts like products, services, or volunteer hours, but also financial contributions through cash donations, grants, and event sponsorships.

For nonprofits, the easiest way to locate these diverse opportunities is through Double the Donation’s extensive database. Double the Donation’s platform allows nonprofits to easily find companies offering a wide variety of corporate giving options, including in-kind gifts, monetary donations, workplace giving programs, and more.


Conclusion

By understanding and addressing these myths, both corporations and nonprofits can engage in more effective and mutually beneficial partnerships, ensuring that in-kind donations truly support the missions of the organizations involved. Nonprofits should approach in-kind donations with a strategic mindset, evaluating their needs and the potential impact of these contributions.

Source More In-Kind Donations with Double the Donation

Now that we’ve dispelled the myths surrounding corporate in-kind donations, it’s time to take action and harness the full potential of corporate giving for your nonprofit. Double the Donation is your partner in this journey, offering a comprehensive platform to help you find and manage in-kind donations with ease.

Elevate your fundraising events and programs by tapping into our extensive database of companies eager to contribute. Raise more with corporate grants, in-kind gifts, and unlock new opportunities for workplace giving. Let Double the Donation be the bridge between your nonprofit and the corporate support that awaits. Get a demo today!

Payroll Giving Myths Debunked - The Truth Behind Workplace Giving

Payroll Giving Myths Debunked: Understanding the Truth Behind Workplace Giving

Payroll giving, also known as workplace giving or Give As You Earn, is a powerful method that allows employees to contribute to charitable organizations directly through deductions from their salaries. Despite its long-standing presence, several misconceptions persist about this giving method. In this article, we will debunk common myths surrounding payroll giving, providing clarity and encouraging more individuals and organizations to participate in this impactful form of philanthropy. These include:

For both employees and nonprofits, understanding how payroll giving works can significantly enhance their capacity to give back to communities, foster corporate social responsibility, and create positive societal impact. By addressing these myths head-on, we aim to encourage a culture of philanthropy, where giving becomes an integral part of the workplace experience.

Myth 1: Payroll Giving Is Difficult to Set Up

A common misconception among nonprofits is that setting up a payroll giving program is a complicated, time-consuming process that requires substantial resources. In reality, nonprofits don’t need to invest significant time or effort to get started with payroll giving. The process is simpler than many believe.

The Truth: It’s Easy with a Simplified Setup Process

Nonprofits only need to pre-register with a payroll giving platform to enable automatic contributions. Once registered, the platform takes care of the administrative side—ensuring that the donations are deducted from employee salaries and sent directly to your organization. From there, the only task remaining for the nonprofit is to promote the payroll giving opportunity to potential donors. This typically involves informing your existing supporters and encouraging them to participate in the program.

Once employees are aware of the option, they can choose to get involved through their employer’s payroll giving scheme. The setup and ongoing management are taken care of by the payroll platform, meaning nonprofits don’t need to worry about the day-to-day operations or handling the donations directly. The platform ensures the smooth flow of funds, and your organization simply needs to focus on encouraging donor participation.

With this straightforward setup process, payroll giving becomes an accessible and efficient way for nonprofits to generate consistent, recurring donations with minimal effort required from the nonprofit itself.

Myth 2: The Payroll Giving Scheme Is Costly to Run

Many nonprofits fear that running a payroll giving scheme will incur significant costs—either in administrative fees or hidden charges—that could outweigh the benefits. This myth may discourage smaller nonprofits or those with tight budgets from pursuing payroll giving as a fundraising avenue. In reality, payroll giving is one of the most cost-effective ways for nonprofits to raise funds.

The Truth: Payroll Giving is a Cost-Effective Solution

Most Payroll Giving Agents charge only minimal administrative fees, which are typically deducted from the donations rather than requiring upfront costs from nonprofits. These fees are often far lower than the cost of running traditional fundraising campaigns, and many agents offer additional services at no extra charge, such as promotional materials and support for employee engagement.

In fact, there are even Payroll Giving Agents that provide these services free of charge or at discounted rates for nonprofits. This ensures that the entire process remains affordable for organizations, regardless of size. For nonprofits looking to expand their donor base and maximize donations without straining their resources, payroll giving is an incredibly cost-effective option.

By utilizing these affordable services, your nonprofit can focus on the mission while efficiently growing your support base, all without breaking the bank.

Myth 3: Payroll Giving Is Only for Large Organizations

One common misconception is that payroll giving is exclusive to large corporations or organizations with many employees. While large companies may have more staff and greater fundraising capacity, payroll giving is a method that can benefit nonprofits of all sizes, from small, local charities to large, international organizations.

The Truth: Payroll Giving Is for Nonprofits of Any Size

Any nonprofit organization with employees can implement a payroll giving program, as long as they have a partnership with an HMRC-approved Payroll Giving Agent. The misconception that payroll giving is only for large organizations can prevent smaller nonprofits from considering this option. However, with the right tools and support, any nonprofit, regardless of its size, can tap into the benefits of payroll giving.

Smaller nonprofits can take advantage of the many services offered by Payroll Giving Agents, which often tailor their solutions to the unique needs of smaller organizations. Agents can provide personalized promotional materials and employee engagement strategies that suit nonprofits with smaller staff or limited resources. With payroll giving, even small organizations can build a strong, consistent donor base that provides valuable, ongoing support.

Myth 4: Payroll Giving Is a Salary Sacrifice Scheme

Another misconception is that payroll giving works in a similar manner to salary sacrifice schemes, which allow employees to give up part of their salary in exchange for non-cash benefits, such as pension contributions or childcare vouchers. Some nonprofits mistakenly believe that payroll giving functions in the same way, which can create confusion about how it impacts employees and their donations.

The Truth: Payroll Giving Is Not Salary Sacrifice

Payroll giving is not a salary sacrifice scheme. With payroll giving, employees donate a portion of their salary directly to charity before tax is applied. This means that their take-home pay is not reduced, and the donations are tax-efficient, benefiting both the employee and the nonprofit.

This is a key distinction that nonprofits should be aware of when promoting payroll giving to employees. It’s important to emphasize that employees will still receive their full salary after deductions for charitable donations, and they will also benefit from tax relief on their donations. This makes payroll giving an attractive option for employees who want to contribute to charity without reducing their disposable income.

For nonprofits, understanding this difference allows you to better explain how payroll giving works and encourage participation among employees.

Myth 5: Payroll Donors Can Only Give to a Small Group of Charities

Some nonprofits believe that payroll giving is limited to a small group of approved charities, which can restrict employee choices and limit the program’s appeal. However, this is far from the reality of payroll giving.

The Truth: There’s a Wide Range of Organizations to Choose From

Employees can donate to any of the approximately 200,000 pre-registered charities through payroll giving. This includes local, national, and international organizations across a wide range of causes, from healthcare and education to environmental conservation and animal welfare.

This wide variety of options ensures that employees can support the causes they care about most. It also gives nonprofits the opportunity to participate in payroll giving while reaching a broad audience of potential donors who may already be engaged with other charities. Nonprofits should be aware that payroll giving is a flexible and inclusive way for employees to give, offering them the chance to donate to a wide range of causes.

Encouraging employees to participate by highlighting the broad selection of charities they can support can help nonprofits engage with more donors and increase their reach.

Myth 6: Giving Through Payroll Deduction Is No Longer an Option

A number of nonprofits mistakenly believe that payroll giving is an outdated or obsolete practice, particularly with the rise of digital and online fundraising platforms. While it’s true that new technologies and platforms have expanded the range of giving options, payroll giving remains one of the most effective and reliable ways for nonprofits to generate consistent, tax-efficient donations from employees.

The Truth: Payroll Giving Remains a Powerful Tool

Payroll giving is still a viable and relevant option for nonprofits, and it continues to be widely used across a range of industries. Many organizations are increasingly using payroll giving as a key component of their broader fundraising strategies, often integrating it with employee matching gift programs, volunteering grants, and other corporate social responsibility (CSR) initiatives.

The appeal of payroll giving lies in its simplicity and reliability. Donations are deducted automatically from employees’ paychecks, ensuring a consistent and predictable stream of income for nonprofits. Additionally, many Payroll Giving Agents have adapted to new technologies, integrating their services with digital platforms to make it easier for nonprofits to manage the process and track donations.

For nonprofits looking to diversify their fundraising strategies, payroll giving remains a relevant and effective option.


Conclusion

By addressing and debunking these myths, we can encourage more individuals and organizations to participate in payroll giving, thereby increasing support for charitable causes and fostering a culture of philanthropy in the workplace. Understanding the truth behind payroll giving can empower both employees and employers to make meaningful contributions that truly make a difference.

Drive Payroll Giving Success with Double the Donation’s Tools

Now that you’re equipped with the truth about payroll giving, take your organization’s fundraising to the next level with Double the Donation. The comprehensive platform is designed to help you effortlessly find and manage workplace giving opportunities such as payroll donations and more. Raise more with payroll giving by scheduling a demo with Double the Donation today!

Corporate Grant Proposal Templates -Guide + Resources

Corporate Grant Proposal Templates: A Comprehensive Guide

Securing funding through corporate grants can be a transformative opportunity for nonprofits. However, crafting a compelling grant proposal is essential to stand out in a competitive landscape. In this article, we will explore the essential components of corporate grant proposals, best practices for writing them, and provide templates to help you get started. This includes:

By the end of this article, you’ll have a clearer roadmap to help navigate the complexities of corporate grant applications and increase your organization’s chances of securing the funding needed to make a lasting difference.

Essential Components of a Corporate Grant Proposal

A well-structured corporate grant proposal typically includes several key sections that provide a comprehensive overview of your project and its alignment with the funder’s goals. Here are the essential components you’ll want to include:

1. Executive Summary

The executive summary is the first impression your proposal makes, and it should grab the funder’s attention immediately. In this section, briefly summarize the following:

  • The funding amount requested

  • The project’s objectives

  • How the project aligns with the funder’s mission or values

  • Expected outcomes and impacts

While concise, this section needs to be compelling and clear enough to persuade the funder to continue reading.

2. Organizational Background

Here, you’ll provide an overview of your nonprofit organization, including its history, mission, and key accomplishments. Demonstrating your organization’s credibility and ability to execute successful projects will reassure the funder that their investment is in capable hands. Highlight any relevant past successes or similar projects that show you have the experience to achieve the proposed goals.

3. Statement of Need

The statement of need is arguably the most critical part of your proposal. It explains why your project is necessary and what problem it aims to solve. Use data, research, and real-world examples to illustrate the scope and urgency of the issue. Make it clear how addressing this need will positively impact the community or population you serve. This section should deeply resonate with the corporate funder’s objectives and demonstrate why their support is crucial.

4. Project Description

This section provides a detailed roadmap of your proposed project. It should include:

  • Goals: Clear, measurable objectives your project aims to achieve.

  • Target Audience: Who will benefit from your project, and how?

  • Methods/Approach: A step-by-step plan for how you will implement the project.

  • Timeline: A realistic timeline for project milestones and completion.

  • Outcomes: The expected results and impact, and how success will be measured.

The project description must be thorough and show how grant funds will be allocated to achieve the goals.

5. Budget Breakdown

A transparent and detailed budget is critical for demonstrating fiscal responsibility. The budget should itemize all projected expenses, including staffing, materials, technology, and any other costs. Be clear about how the corporate grant funds will be distributed and the specific purposes they will serve. Providing this clarity reassures the funder that their contribution will be managed effectively.

6. Evaluation Plan

Corporations want to know that their investment will yield measurable outcomes. In this section, outline the methods you will use to evaluate the success of the project. This could include:

  • Key performance indicators (KPIs)

  • Qualitative feedback from beneficiaries

  • Pre- and post-project assessments

Showing a clear plan for evaluation demonstrates your commitment to accountability and the long-term impact of the project.

7. Sustainability Plan

Funders want to know that their support will create lasting change. The sustainability plan should outline how the project will continue or be maintained after the initial funding period ends. This could involve securing additional funding, forming partnerships, or leveraging community resources. Providing a sustainable vision is key to demonstrating the lasting value of the project.

Best Practices for Crafting Effective Grant Proposals

To enhance the quality and persuasiveness of your grant proposal, consider the following best practices:

Tailor Each Proposal

While it may be tempting to reuse proposals, each corporate grant proposal should be tailored to the specific funder. Research the company’s mission, values, and past funding priorities to ensure your project aligns with their goals. Customize the language to resonate with their corporate culture, making it clear why your project is a perfect fit.

Involve Key Stakeholders

Collaborate with team members, board members, or external experts to enrich the proposal. Their input can provide valuable insights and make the proposal stronger, especially when it comes to technical aspects or evaluating potential impacts. This collaborative approach also helps ensure that everyone involved feels a sense of ownership in the project.

Maintain Professionalism

A polished, well-organized proposal reflects the professionalism of your nonprofit organization. Ensure that your proposal is free of typos, formatted correctly, and follows the funder’s guidelines. This attention to detail can set you apart from other applicants.

Use Data Effectively

Incorporating relevant statistics, case studies, and real-world evidence strengthens your proposal’s credibility. Use data to illustrate the urgency of the need, the potential impact of the project, and the outcomes you expect. A data-driven proposal is often more persuasive and demonstrates that you’ve done your research.

Examples of Successful Grant Proposal Templates

Here are a few examples of pre-written grant proposal templates that can be adapted for corporate funders:

Template 1: General Corporate Grant Proposal

1. Executive Summary

[Nonprofit Organization Name] is requesting a grant of [$ Amount] from [Corporation Name] to fund our project, [Project Title]. The purpose of this project is to [brief description of what the project aims to achieve], which will directly benefit [target audience]. Our goal is to [summarize the expected outcomes] and align with [Corporation Name]’s mission of [corporation’s mission statement]. This grant will help us [describe specific ways the funds will be used] and make a lasting impact in the [community, field, or industry].

2. Organizational Background

[Nonprofit Organization Name] has been a leader in [your field of expertise] since [year of establishment]. Our mission is to [mission statement], and we work to [description of your nonprofit’s activities]. We have a history of successfully managing projects, such as [list past successful initiatives], and have built strong relationships with community partners, volunteers, and donors. Our work has been recognized by [mention any awards, recognition, or media mentions].

3. Statement of Need

There is a significant need for [describe the problem your project aims to address]. [Provide relevant statistics, facts, and data] illustrate the severity of the issue. For example, [specific data or case studies showing the need]. Without addressing this issue, [describe the negative consequences]. We believe that with the support of [Corporation Name], we can make a significant difference in this area, helping to [describe the positive impact].

4. Project Description

The [Project Title] is designed to [goal of the project]. The project will serve [target audience], and we aim to achieve the following objectives:

  • Objective 1: [List specific, measurable objective]

  • Objective 2: [List specific, measurable objective]

  • Objective 3: [List specific, measurable objective]

The project will be implemented through the following steps:

  1. Phase 1: [Description of initial phase: activities, timeline, and expected outcomes]

  2. Phase 2: [Description of second phase: activities, timeline, and expected outcomes]

  3. Phase 3: [Description of final phase: activities, timeline, and expected outcomes]

The expected outcomes of this project include [brief summary of the anticipated impacts and results].

5. Budget Breakdown

The total cost for [Project Title] is [$ Total Amount]. The requested grant from [Corporation Name] of [$ Amount] will be allocated as follows:

  • Personnel: [$ Amount] for project staff (salaries, benefits, etc.)

  • Program Costs: [$ Amount] for materials, equipment, and supplies

  • Operational Costs: [$ Amount] for overhead and administrative support

  • Evaluation: [$ Amount] for monitoring and evaluating project outcomes

  • Marketing & Outreach: [$ Amount] for outreach efforts and awareness campaigns

A detailed budget spreadsheet is attached for your reference.

6. Evaluation Plan

The success of this project will be evaluated through the following methods:

  • Pre- and Post-Surveys: To assess changes in the target audience’s knowledge or behavior

  • Focus Groups: To gather qualitative feedback on the project’s effectiveness

  • Key Performance Indicators (KPIs): Including [list relevant KPIs, such as the number of people served, the impact on community well-being, etc.]

This data will be used to refine the project and inform future initiatives.

7. Sustainability Plan

To ensure the long-term success and impact of the [Project Title], we plan to [describe how the project will continue after the grant period ends]. We will pursue additional funding through [list possible sources], continue to build community partnerships, and leverage our strong volunteer base to maintain the project’s momentum.

Template 2: Narrative-Style Corporate Grant Proposal

Introduction and Overview

At [Nonprofit Organization Name], we believe that [issue your nonprofit is tackling] can be solved with targeted, actionable initiatives. We are excited to introduce our upcoming project, [Project Title], designed to [describe the purpose of the project]. This project aims to directly benefit [target audience] and align with [Corporation Name]’s mission of [corporation’s mission/values]. We are requesting a grant of [$ Amount] to bring this project to life and create lasting change in the community.

The Challenge

Across [describe region, community, or demographic], there exists a significant gap in [the issue you are addressing]. According to [mention relevant reports, studies, or statistics], [X% of people in the community] are affected by [issue]. This challenge is exacerbated by [additional factors such as lack of resources, awareness, etc.]. Without targeted intervention, the long-term consequences could include [negative consequences], affecting [who it impacts most].

[Corporation Name]’s involvement in supporting this initiative will be pivotal. As a leader in [industry], your commitment to [corporation’s values or corporate social responsibility goals] makes you the ideal partner to help us address this pressing issue.

The Solution: [Project Title]

Our solution, [Project Title], seeks to address the problem by [briefly summarize the project’s objectives and goals]. This project is built on our understanding of [insight or strategy], and it will unfold over the next [timeline or project duration]. We aim to achieve [specific outcomes such as improving access, raising awareness, reducing incidence, etc.].

Key elements of the project include:

  1. [Key Element 1]: [Description of one of the major aspects of the project, such as a community workshop, an awareness campaign, or service provision.]

  2. [Key Element 2]: [Describe a second important activity or strategy that will be used to implement the project.]

  3. [Key Element 3]: [Provide a third focus area of the project, explaining how it addresses the issue comprehensively.]

We will measure success by [mention how you will assess the effectiveness of the project, i.e., through surveys, metrics, participation numbers, etc.], ensuring that the project makes a tangible and measurable impact on those it aims to serve.

Alignment with [Corporation Name]’s Values

At [Nonprofit Organization Name], we understand that for a partnership to be successful, it must align with the corporate goals of our funders. Our project perfectly complements [Corporation Name]’s values, particularly your focus on [corporation’s specific area of interest, e.g., environmental sustainability, community development, education, etc.]. By supporting [Project Title], you will not only contribute to the well-being of [community or demographic] but also enhance [Corporation Name]’s impact in [a particular sector or field]. Together, we can bring lasting change and make a tangible difference in people’s lives.

Financial Support and Budget

We are requesting a grant of [$ Amount], which will be allocated as follows:

  • Personnel: [$ Amount] to cover the salaries of project managers and staff working on the initiative

  • Direct Program Costs: [$ Amount] for materials, technology, and resources needed to carry out the project

  • Marketing and Outreach: [$ Amount] for promoting the project and ensuring maximum community engagement

  • Evaluation and Monitoring: [$ Amount] to assess the effectiveness and outcomes of the project

The funds will directly contribute to the successful implementation and sustainability of the project, ensuring that we can achieve the defined goals and create lasting value for the community.

How We Will Measure Success

We believe in accountability and transparency, and we are committed to reporting on the project’s progress and outcomes. Success will be measured through:

  • Impact on the Target Group: Surveys, feedback sessions, and tracking of key metrics (e.g., number of individuals served, skills learned, or awareness raised)

  • Media and Outreach: Engagement levels with the project, including online traffic, participation in events, or the reach of campaigns

  • Community Feedback: Testimonials and direct feedback from those impacted by the project, ensuring that we’re meeting the needs of the community effectively

This ongoing evaluation will ensure that we not only meet our objectives but also create a framework for future projects that can continue beyond this funding period.

Why [Corporation Name] Should Partner with Us

By partnering with [Nonprofit Organization Name], [Corporation Name] will have the opportunity to directly influence positive change in [the area or community affected by your project]. Your support will not only provide critical funding but also serve as a demonstration of your commitment to [area of corporate interest]. As part of this partnership, you will receive:

  • Recognition and Visibility: Your support will be acknowledged on all project materials, press releases, and at key events related to the project.

  • Impact Reporting: Detailed reports and presentations showcasing the tangible outcomes of your support, including how your funding has made a difference.

  • Ongoing Partnership: An opportunity to continue collaborating on future initiatives, furthering the reach of your corporate social responsibility efforts.

Conclusion

We are excited about the possibility of partnering with [Corporation Name] to make a meaningful impact through [Project Title]. Together, we can address [the problem], create lasting positive change, and align our shared values for a better future. We look forward to discussing this opportunity further and exploring how we can work together to bring this project to life.

Thank you for considering this proposal. We are confident that with your support, we can achieve great things.

Sincerely,

[Your Name]
[Your Title]
[Nonprofit Organization Name]
[Contact Information]

Template 3: Project-Focused Corporate Grant Proposal

Subject: Proposal for Funding: [Project Title]

Dear [Corporation Name] Grant Committee,

At [Nonprofit Organization Name], we are committed to addressing [describe the problem or issue] through impactful and actionable initiatives. Our upcoming project, [Project Title], is designed to directly address this issue and improve the lives of [describe target audience/community]. We are requesting a grant of [$ Amount] from [Corporation Name] to fund this project, which will have a lasting and measurable impact on [specific community or sector].

The Project

[Project Title] is an innovative solution designed to [briefly state the purpose and main goal]. We believe that this initiative will [describe the expected impact], and we are confident that with the support of [Corporation Name], we can achieve these goals. The project will focus on the following key components:

  • Goal 1: [Description of first goal]: [Explain the first key component of the project and its importance.]

  • Goal 2: [Description of second goal]: [Explain the second key component of the project and how it contributes to the overall success.]

  • Goal 3: [Description of third goal]: [Discuss any additional components that make the project impactful.]

Specific Actions and Timeline

Our approach is action-oriented and results-driven. The project will be carried out in the following three phases, each with clear deliverables:

  1. Phase 1: Preparation and Launch (Timeline: [Start Date] – [End Date])

    • Activities: [List key actions, such as outreach, resource gathering, partnerships, etc.]

    • Expected Results: [Describe the specific outcomes expected from this phase.]

  2. Phase 2: Implementation and Engagement (Timeline: [Start Date] – [End Date])

    • Activities: [Detail the core activities of this phase, such as workshops, events, or the delivery of services.]

    • Expected Results: [Explain the direct impact this phase will have on the community.]

  3. Phase 3: Evaluation and Continuation (Timeline: [Start Date] – [End Date])

    • Activities: [Outline actions such as assessing the project’s success, gathering feedback, and preparing for future steps.]

    • Expected Results: [Discuss how you will assess the effectiveness of the project and the next steps to ensure its sustainability.]

The Budget

The total cost to carry out [Project Title] is [$ Total Amount], and we are requesting [$ Amount] from [Corporation Name] to fund this initiative. The budget breakdown is as follows:

  • Personnel: [$ Amount] for the salaries of project staff, including [list roles]

  • Program Materials: [$ Amount] for supplies, equipment, and resources needed to execute the project

  • Outreach and Marketing: [$ Amount] for promotional materials and community engagement efforts

  • Evaluation and Reporting: [$ Amount] for monitoring project progress and evaluating its success

Why [Corporation Name] Should Fund This Project

We believe that this project is a perfect fit for [Corporation Name] because it aligns with your values of [mention relevant values, e.g., corporate responsibility, community impact, environmental sustainability, etc.]. By partnering with [Nonprofit Organization Name], you will:

  • Make a Tangible Difference: Your support will directly help [number] of individuals or families in need and contribute to long-lasting social change.

  • Enhance Your Corporate Social Responsibility (CSR) Goals: Supporting this project demonstrates [Corporation Name]’s commitment to [specific social cause or impact].

  • Gain Visibility and Recognition: As a key supporter of this initiative, [Corporation Name] will be recognized in all project materials, including [list examples such as press releases, event signage, newsletters, etc.], ensuring positive brand exposure.

Measuring Success

We are committed to demonstrating the results of this project through a comprehensive evaluation. The success of the project will be measured by the following:

  • Number of individuals served: [Estimated number]

  • Feedback from participants: [Description of feedback mechanisms, such as surveys or focus groups]

  • Key Outcomes: [List the specific measurable outcomes, e.g., increase in [metric], improvements in [area], etc.]

We will provide [Corporation Name] with a detailed report at the conclusion of the project, summarizing the outcomes, lessons learned, and future steps.

Next Steps and Conclusion

We are eager to move forward with [Project Title] and excited about the opportunity to partner with [Corporation Name] to make a measurable impact in the community. We invite you to review this proposal and look forward to discussing how we can work together to bring this project to life.

Thank you for considering our request. We are confident that your support will enable us to create a lasting, positive impact. We look forward to your response and hope to work with [Corporation Name] to make this project a reality.

Common Corporate Grant Proposal Mistakes to Avoid

When crafting grant proposals, be mindful of these common pitfalls:

Over-Reliance on Templates

While templates can be helpful, it’s essential to tailor each proposal to your project’s unique elements and the specific interests of the funder. Generic proposals often lack the personal touch and specificity that make a proposal stand out.

Neglecting Proofreading

Submitting a proposal with spelling or grammatical errors undermines your credibility. Always proofread and edit your proposal carefully before submission. Better yet, have multiple people review the document to catch errors you might have missed.

Ignoring Funder Guidelines

Every corporate funder has specific instructions regarding the format, content, and submission process. Failure to adhere to these guidelines could result in automatic disqualification. Make sure you follow these rules meticulously.


Wrapping Up

Crafting a compelling corporate grant proposal is essential for securing funding and advancing your nonprofit’s mission. By understanding the essential components, implementing best practices, and avoiding common mistakes, you can enhance your organization’s grant-seeking efforts. Start today by utilizing the templates and insights provided in this guide to create impactful proposals that resonate with corporate funders.

Get More Corporate Grants with Double the Donation

Ready to elevate your nonprofit’s funding strategy and maximize your impact? Raise more with corporate grants and in-kind gifts by leveraging Double the Donation’s comprehensive database. Our platform is designed to help you find and manage corporate grants with unparalleled ease.

Don’t let the opportunity to build meaningful partnerships and enhance your events and programs slip away. Take the first step towards a more successful fundraising future and get a demo today!

Securing Challenge Matches + Grants with Employment Data

In nonprofit fundraising, securing challenge matches presents one of the most powerful ways to multiply donations and engage your community. But securing the right donors who have the capacity to help unlock a challenge match often requires more than just an appeal for support. It requires you to do research and have the right data so you know who to ask. That’s where employment data becomes a valuable tool.

By appending employment data to donor profiles, nonprofits can identify individuals with the financial means and professional ties to contribute significantly to challenge matches and grants. This data helps streamline donor engagement, ensuring your organization targets the right supporters at the right time.

In this post, we’ll explore how nonprofit organizations can leverage employment data to discover potential major donors, maximize challenge match funding, and build long-term relationships that benefit both the donor and your organization. Specifically, we’ll cover:

Employment data can be a game-changer when it comes to securing challenge matches and corporate grants. By understanding where your donors work and whether their companies offer matching gifts, you can strategically target your fundraising efforts and encourage greater contributions. Let’s explore how you can leverage this valuable data to optimize your challenge match campaigns and corporate fundraising.

Why Employment Data is Key for Challenge Match Campaigns

When it comes to challenge matches, the ultimate goal is to encourage donors to give at a level that helps meet or exceed the match commitment. But not all donors are equipped to give the kind of gift that unlocks a challenge match. The good news is, employment data helps identify those who might.

By understanding where your donors work, you can unlock numerous opportunities for engagement. Employment information doesn’t just reveal the organization a donor works for; it also provides insights into their professional role, potential income level, and connection to causes aligned with your nonprofit’s mission. These insights allow you to target donors who may have both the capacity and the interest to contribute at higher levels. These are going to be the individuals ideal for challenge match scenarios, so collecting the data now will streamline your search and make your ask more effective.

Here’s why employment data is especially crucial for your fundraising efforts:

  • Targeted Donor Engagement: Knowing where your donors are employed gives you critical information about their professional background, income, and the likelihood that they have the capacity to initiate a challenge match. With this knowledge, you can create targeted, personalized outreach that resonates with these potential fits.
  • Identify High-Capacity Givers: Employment data reveals donors working in high-income industries or holding senior roles that increase their giving capacity. You can spot individuals who may have the means to offer challenge matches and engage them with tailored messaging.
  • Streamline Your Efforts: Rather than sending blanket appeals for donations, employment data allows you to focus your outreach on individuals who have the potential to offer challenge matches, ensuring your team’s efforts are as efficient as possible.

Leveraging Employment Data to Identify Potential Challenge Match Donors

Donor profiles enriched with employment data provide a more comprehensive view of each supporter’s potential. This insight allows you to move beyond the basics—like previous donations or general demographic data—and instead focus on more strategic information that can reveal someone’s giving capacity and philanthropic inclination.

Here’s how you can use employment data to uncover major donors for your challenge match campaign:

1. Add and Maintain Employment Information in Donor Profiles

The first step in leveraging employment data for challenge matches is ensuring that your donor profiles are accurately enriched with up-to-date employment information. This gives you a complete view of your donors’ professional background, enabling you to identify potential challenge match opportunities.

Here’s how you should manage this crucial data:

  • Enrich Donor Profiles: Start by appending employment data to your donor profiles. Many nonprofit organizations use employer append services to gather this information. These services can provide details like the donor’s employer, job title, industry, and even their seniority level. With this enriched data, you gain a clearer picture of your donor’s potential for larger contributions, particularly for challenge matches.
  • Regularly Update Employment Data: People change jobs, move up the career ladder, or shift industries, so keeping this data current is critical for ongoing success. Regularly updating your donor profiles with fresh employment information ensures you’re not working with outdated assumptions. You can do this by integrating data management best practices, periodically checking in with supporters for any updates, or utilizing services that automatically refresh your donor profiles.
  • Combine with Workplace Giving Insights: As donors change roles or industries, their capacity to give may increase. Keeping a consistent eye on this data helps ensure you are reaching out to donors at the right time in their careers. For example, a donor recently promoted to a director-level position in a high-income sector may now be in a better financial position to contribute to a challenge match. By tracking these changes, you can be sure that you’re not missing out on workplace giving opportunities.

By appending and maintaining accurate employment information, you can strategically identify major donors who are in a position to offer challenge matches. This data serves as the key to unlocking substantial contributions.

2. Identify Donors with the Potential to Offer Challenge Matches

Once your donor profiles are enriched with employment data, the next step is to use that information to identify individuals who are best positioned to support a challenge match. Donors with significant financial resources are more likely to be able to support challenge matches.

Here are a few key factors that can help you discern that potential:

  • Industry: Donors who work in industries with higher earning potential, such as finance, law, or technology, are often well-positioned to make significant contributions. By recognizing the sectors your donors work in, you can spot individuals who may have the financial means to support a challenge match.
  • Job Title: Job titles can provide insight into a donor’s capacity to give. Senior-level roles like CEO, CFO, or vice president often correlate with greater financial stability and a higher likelihood of being able to support major gift requests. Donors in leadership positions or with significant decision-making power may also be more inclined to offer a challenge match because of their experience with corporate sponsorship and philanthropy.
  • Company Affiliation: In addition to industry and job title, knowing where a donor works helps you determine if they might be in a position to offer a challenge match. Some companies have a culture of philanthropy and support employee-driven giving, while others may have a budget set aside for charitable giving or community initiatives. If you know where your donor works, you can start a conversation about potential challenge match opportunities at their organization, capitalizing on their company’s giving culture.

3. Target Campaigns for High-Capacity Donors

Once you’ve identified high-potential donors, it’s time to target them with personalized campaigns designed to maximize their involvement in your challenge match campaign. Rather than using a broad, one-size-fits-all approach, you can use the insights gained from employment data to craft highly targeted outreach that speaks to their specific motivations and capacities.

For example, you can:

  • Craft Tailored Messaging: Your communications should emphasize the unique role each donor can play in your challenge match. For example, if a donor works in a high-net-worth sector like finance, their financial background might make them more receptive to a message about how a larger donation can substantially impact your fundraising efforts. Highlight how their contribution would unlock a matching gift and amplify the campaign’s success.
  • Demonstrate Alignment Between Donor and Cause: Use the donor’s professional background to demonstrate the alignment between their career and your nonprofit’s mission. If they work in education and your nonprofit runs educational programs, highlight how their expertise or their company’s focus aligns with your work. By showing this connection, you help the donor see how their support is a natural extension of their professional values.
  • Highlight the Impact: When reaching out to high-potential donors, emphasize how their larger donation will directly impact the challenge match. Be specific: explain the total match goal and how their contribution can set the stage for unlocking the full potential of the match. Share examples of past success stories where high-value donors played a pivotal role in meeting or exceeding match goals.

By targeting personalized, professional messages that demonstrate the impact a high-value donor’s contribution can have, you increase the chances of securing a substantial donation that helps unlock your challenge match.


Conclusion: Unlocking New Opportunities with Employment Data

Incorporating employment data into your donor outreach strategy is a powerful way to identify high-potential supporters who can make a significant impact on your challenge match campaigns. By appending this data to donor profiles, you gain a deeper understanding of each individual’s professional background, financial capacity, and potential alignment with your nonprofit’s mission.

By leveraging employment information strategically, you can target the right donors, create personalized campaigns, and increase the likelihood of securing substantial contributions. In doing so, you not only unlock new sources of funding but also build stronger, long-term relationships with key supporters who are invested in your mission.

Raise Even More Support With Employer Matching Gifts

If you’re looking to boost your fundraising even further, consider incorporating employee matching gift programs into your strategy. Explore how Double the Donation can help you identify, track, and maximize matching gift opportunities by requesting a demo today.

How to Encourage DAF Distributions for Challenge Matches in Year-End Campaigns

Year-end fundraising campaigns are a prime opportunity to maximize your nonprofit’s impact, and one powerful yet often underutilized strategy is activating Donor-Advised Fund (DAF) holders to set up challenge matches for other donors. By encouraging high-dollar donors to use their DAFs for challenge matches, you can amplify the contributions of smaller donors, inspire generosity, and significantly boost your fundraising totals.

In this post, we’ll explore how nonprofits can engage DAF donors to set up year-end challenges grants or matches. We’ll cover strategies for creating urgency, making it easy for donors to contribute through their DAFs, and ensuring your campaign maximizes the impact of these high-value gifts. By leveraging the power of DAFs in year-end campaigns, your nonprofit can tap into a high-impact giving opportunity that might otherwise be overlooked.

Table of Contents:

The Value of DAFs for Sourcing Challenge Matches

Donor-Advised Funds (DAFs) are a critical tool for high-net-worth individuals to manage their charitable giving while maximizing tax advantages. For nonprofits, DAFs represent a powerful opportunity to engage major donors who can make an outsized impact with their contributions. But many nonprofits overlook the potential of having these donors use their DAFs to set up challenges matches.

By activating DAF donors to contribute to a match for other donations, you create a unique opportunity to drive engagement, increase giving, and inspire your donor base. When a DAF holder sets up a match, their contribution doubles or even triples the impact of smaller donations, generating greater momentum for your campaign.

Remember: To identify DAF donors with high giving potential, it’s crucial to understand their employment data. Many employers offer donation incentives or matching gift programs, and knowing where your supporters work can help you pinpoint those who may have access to these programs. If you don’t already have this data, consider using employer append services like ours at NPOInfo to append employment information and workplace giving eligibility for your supporters. This can make it easier to engage high-value donors and activate them for DAF-funded challenge matches.

Why Year-End is the Best Time for DAF Match Challenges

Year-end fundraising campaigns are critical for many nonprofits, as they can account for a significant portion of annual giving. For DAF holders, year-end is also a prime time to make final charitable contributions before the end of the year to take advantage of tax benefits. This makes it the perfect time to activate these donors for challenge matches.

DAF donors who want to fulfill their giving goals before the new year can use their funds to amplify the contributions of others, effectively increasing the overall impact of your campaign. The limited time frame of the year-end season creates a sense of urgency that motivates donors to act quickly, especially when they know their contributions will be matched.

How to Engage DAF Donors to Set Up a Match

To engage DAF donors in setting up challenge matches, the first step is to identify those with significant giving potential who are actively managing their DAFs. Here are a few steps to consider:

  • Identify High-Value DAF Donors: Review your donor database for those who have made large gifts in the past or who may have a DAF. If you’re unsure, don’t hesitate to ask! Building relationships with financial advisors or wealth managers can also help.
  • Present the Matching Opportunity: Reach out to your DAF donors with a clear, compelling pitch. Explain how they can use their DAF to create an impactful challenge match, and emphasize how this will accelerate your mission!
  • Show the Value of Their Contribution: Make it clear that their match will double or even triple the donations from other supporters, significantly increasing their impact and fulfilling their charitable goals.

Creating Urgency with DAF Challenge Matches

Creating urgency is key when activating DAF donors to set up a match. The sense of urgency surrounding year-end giving is heightened by the approaching tax deadlines, and DAF donors will be more likely to act if they understand the time-sensitive nature of the opportunity.

  • Set a Clear Deadline: Make sure your DAF donors know that the match must be completed by the end of the year to take full advantage of tax deductions and the matching opportunity.
  • Communicate the Matching Impact: Highlight the multiplier effect by showing DAF donors how their contribution will make an immediate, tangible impact by doubling or tripling the donations of others during the campaign. You can even point to indicators that matches create fundraising success! In fact, matching challenge statistics demonstrate that campaigns including a match component raise 3-5 times more during peak season.
  • Use Timely Reminders: Send out countdown emails or social media posts that remind potential DAF donors of the urgency and the potential impact of setting up a challenge match.

Simplifying the Process for DAF Donors

Once you’ve secured a DAF donor for a challenge match, it’s important to make the process as simple as possible. The easier it is for DAF donors to make a contribution, the more likely they are to follow through.

  • Provide Clear Instructions: Offer step-by-step guidance for DAF donors on how to make a donation from their fund. Include all necessary forms, links to their DAF provider’s platform, and any other logistical details.
  • Provide Pre-Filled Templates: If possible, offer pre-filled donation forms that DAF donors can submit directly to their DAF provider to utilize their funds, reducing friction in the process.
  • Offer Multiple Channels: Some DAF providers have different ways of submitting donations (online, via check, etc.), so make sure to offer a variety of methods for donors to complete their transactions.

Tracking and Promoting DAF-Funded Challenge Matches

Tracking DAF-funded challenge matches in real time is essential for maintaining momentum and keeping donors engaged. Here’s how to effectively track these contributions:

  • Integrate with Your Donor Management System: Ensure your system is capable of tracking DAF donations and their impact on your campaign’s progress. This will allow you to provide real-time updates to both the DAF donor and your other supporters.
  • Promote Progress: Regularly update your DAF donors on how their challenge match is making an impact. Share campaign milestones and the progress toward meeting the challenge match.
  • Be Transparent in Reporting: After the campaign, provide DAF donors with a detailed report showing how their contributions helped meet the match. Transparency builds trust and encourages future engagement.

Leveraging DAFs to Strengthen Donor Relationships

Once a DAF donor has engaged with your challenge, it’s important to continue nurturing that relationship. By actively involving DAF donors in year-end campaigns, you not only maximize their giving impact but also build a long-term connection.

  • Public Acknowledgment: Recognize DAF donors publicly through social media shoutouts or in campaign reports. This appreciation can inspire others to participate and will deepen the relationship with the donor.
  • Engage for Future Campaigns: After the year-end challenge, keep DAF donors informed about future opportunities. Engaging them in your next campaign will help secure their support for future initiatives.
  • Share the Impact: Showcase how DAF-funded matches have made a difference, particularly through stories, testimonials, and specific examples of how their contributions helped reach campaign goals.

Wrapping Up: Maximize Year-End Impact with DAFs

By activating DAF donors to set up these year-end match initiatives, your nonprofit can meet and exceed your annual fundraising goals. Creating urgency, simplifying the donation process, and building strong relationships with DAF donors will not only enhance the impact of your campaign but will also foster long-term engagement.

Don’t miss the opportunity to leverage these high-value donors during the year-end season! Use donor data and matching challenge outreach strategies to maximize their potential and watch your fundraising goals come to life.

“How to Make Data-Driven Decisions at Your Pet Store”

How to Make Data-Driven Decisions at Your Pet Store

Imagine this: Your pet store takes the leap to stock up on a new premium dog food you think will fly off the shelves. Weeks later, it’s barely moved, resulting in a poor investment that cuts into your bottom line.

Situations like these are all too common for pet store owners who rely on instinct and intuition to make decisions. As you grow your business, it becomes more and more important to make decisions based on data.

Organizations from all types of industries follow this best practice—for instance, nonprofits use donor data to improve fundraising, restaurants track order trends and peak hours to optimize staffing, and healthcare clinics track treatment outcomes to identify the most effective care practices.

By tapping into the numbers behind your pet store, you can make smarter decisions that help you grow your business’s profitability. Let’s break down how you can use data to your pet store’s advantage.

Identify Your Key Metrics

Before you start making decisions, you need to know what data points to track. There are thousands of potential metrics you can track, but not all of them will be useful in informing your decisions.

Start by determining your current business priorities. Are you trying to boost profitability, improve customer retention, or streamline inventory? Are you trying to do all three, or maybe something else entirely? From there, you can select core metrics to track to help you make smarter decisions in these areas.

Generally, pet businesses track metrics in the following categories, which we’ll cover later on in this guide:

  • Inventory
  • Marketing
  • Customer data
  • Staffing

Many small businesses get excited about using data and start tracking many different data points. However, this can quickly overwhelm smaller organizations. Instead, select a focused set of key metrics or key performance indicators (KPIs) and build your strategy around them to keep the data-tracking process manageable and impactful.

Additionally, consider investing in a software solution built for pet stores to track data properly. In addition to fulfilling other needs, such as inventory management or point of sale (POS), these tools can automate data collection, track data trends over time, and even generate reports that quickly summarize key findings, making it easier than ever for you to make smarter decisions and grow your business.

Use Data to Optimize Inventory

Managing inventory effectively is a balancing act, and tracking the corresponding metrics only makes it easier. If you’ve ever been in a situation where a customer wants to purchase an item you don’t have in stock or had too many items that weren’t selling, these data points can greatly improve your inventory management practices.

Here are a few metrics to track:

  • Product sell-through rates: This metric shows how quickly a product sells after arriving in your store. Products with high sell-through rates can inform future restocks, whereas products with low sell-through rates may need to be discounted or phased out.
  • Stock-out frequency: This metric indicates how often items are unavailable for customers. If this metric is high, that means your pet store isn’t meeting its customers’ demand. Generally, this metric applies most to seasonal items, such as flea and tick treatments or heated beds.
  • Dead stock: This metric identifies unsold inventory over a set time period, such as 90 days. Holding onto inventory for a long time has a high opportunity cost, as storing those products takes up space that could have gone to a product with a higher sell-through rate.
  • Inventory turnover ratio: This metric refers to how often you sell and replace inventory within a specific time period. A healthy turnover rate means your capital isn’t tied up in excess stock.
  • Carrying cost of inventory: This metric measures the cost of storing and managing your unsold inventory. The expenses are usually related to storage, labor, insurance, obsolescence, and cost of capital. Your pet store may want to reconsider stocking items with a particularly high carrying cost.
  • Lead time: This metric tracks how long it takes to restock items, which is essential for when you’re planning to order inventory. Ideally, you want to minimize stockouts, so knowing how long products take to arrive at your store informs how far in advance you need to order new stock.
  • Shrinkage rate: This metric measures inventory loss due to damage, theft, or errors. With this information, you can make loss prevention decisions, such as requiring additional staff training, reviewing vendor and delivery processes, or updating store policy.

With these metrics, you can stock your store with the most profitable items, decide on shelf space allocation per product, and predict and prepare for seasonal spikes. For optimal pet store inventory management, pair data tracking with automated alerts from your POS or inventory system.

Make Smarter Marketing Choices

You know that having tons of exciting products is only one element of running a profitable small business. You must pair enticing offerings with a successful outreach strategy that promotes these products, connects your store to customers, and encourages them to visit your brick-and-mortar or e-commerce store. Bolster your marketing strategy by tracking the following metrics:

  • Customer acquisition cost: This metric measures the average cost of acquiring a customer for your pet store. It informs how expensive your marketing efforts are and can help you assess if certain channels are worthwhile for your business.
  • Conversion rate: This metric tracks the percentage of marketing message recipients who take a desired action. For your customers, this will likely be making a purchase. This data point gives you a sweeping overview of how effective your marketing messaging is.
  • Referral source: This metric indicates where customers are navigating from to find your pet store website, such as through Google, Yelp, email, or social media. You can use this information to determine your most and least effective marketing channels.
  • Coupon/discount redemption rates: This metric shows the effectiveness of your promotions and incentives. If your traffic is high, yet your sales and coupon or discount redemption rate are low, you may need to brainstorm other ways to entice customers to make a purchase.

These metrics help you pinpoint key changes to your marketing strategy that will improve your success. For instance, you might take an omnichannel marketing approach, determine the best days or times to send promotions, or focus on reducing the cost of your marketing efforts.

You may also segment your audience to ensure your marketing messages resonate with each individual. Store customer demographic data and create audience groups based on shared characteristics. Then, send messages that are tailored and personalized to each group. For example, dog owners won’t be interested in your 15% discount on cat food, but they might leap at the opportunity to buy the new leashes you just stocked.

Improve Customer Retention Through Loyalty Insights

Acquiring a new customer can cost five to seven times more than retaining an existing one, which is why your pet store needs to prioritize turning one-time buyers into repeat customers. Increase retention by tracking the following metrics:

  • Customer retention rate: This metric indicates the percentage of customers who continue to shop at your store over a certain time period. Most business owners measure it annually, but you can also measure it monthly.
  • Customer lifetime value: This metric shows the total projected revenue a customer will generate over their relationship with your store. If this value is low, then you may need to explore customer retention strategies and ways to encourage them to upgrade their purchases.
  • Purchase frequency: This metric measures how often customers shop at your store. If this metric is low, you may need to investigate what’s preventing customers from making more purchases. However, you can also expect some natural variance here. For instance, an owner of a small dog will purchase pet food much less frequently than the owner of a large dog.
  • Average order value: This metric tracks the average amount of money customers spend per visit or order at your pet store. This information allows you to identify groups of high-value customers you can target with your marketing efforts. You can also use this metric to track your upselling success.

Depending on how well your pet store is already retaining customers, you may consider implementing retention-specific strategies. One of the best ways to do that is by establishing a loyalty program, which incentivizes customers to continue spending money at your pet store through perks like discounts and point redemptions.

According to eTailPet, the top pet store POS systems come with features that make managing your loyalty program easier. For instance, you can implement a simple points-based system, where customers earn points for each purchase that they can redeem for discounts or free products. Your POS system can track these points on your behalf and even enable point redemptions for customers shopping online, taking the pain of management entirely out of the equation.

Enhance Staffing and Hiring

Data can help smaller pet businesses make informed staffing decisions, such as ensuring they are never overstaffed and hiring the right talent for their open positions. Tracking the right metrics can help you keep staff members organized and your operations running smoothly. For example, you can use data to:

  • Analyze peak hours and days to adjust staffing schedules for better efficiency.
  • Track sales or upsell data per employee to inform training and recognition.
  • Use past performance data to define the roles or experience needed for new hires.
  • Monitor employee satisfaction to anticipate turnover or disengagement before it affects performance.

If you determine that you need to hire new employees based on your key metrics, JazzHR recommends investing in a small business hiring platform. Your team is your store’s frontline, which is why staffing and hiring decisions should be just as data-driven as other operational choices. A dedicated hiring platform allows you to manage complex recruiting datasets, reduce human error, and create comprehensive reports that enable you to choose the best candidate for the job.


Transitioning to a data-driven approach doesn’t mean you have to overhaul your business or invest in expensive software (though a dedicated solution can greatly help the process). It simply means using the information you already possess to make smarter, more informed decisions. Start small, stay consistent, and let the numbers lead the way to a stronger, more successful pet store.