The True Value of Employer Appends in Prospect Research

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Traditional prospect research often creates an incomplete picture of your donor base. As a result, your team is left to rely on static indicators like real estate value or historical political giving. While these data points offer insight into long-term giving capacity, they completely bypass a donor’s current professional footprint. After all, the workplace is where their daily finances and corporate influence intersect. By ignoring this critical professional context, nonprofits consistently leave massive amounts of workplace and corporate giving potential on the table.

Modern donor data enrichment bridges this gap by seamlessly appending real-time employer information directly to your existing donor profiles. This proactive approach allows development teams to look beyond basic giving histories and reveal hidden networks of corporate philanthropy, matching gift eligibility, and corporate sponsorship opportunities.

In this article, we’ll examine how tracking employer data transforms your prospect research strategies, unlocks lucrative workplace giving channels, and builds high-value corporate partnerships that drive long-term sustainability. Let’s begin!

Redefining wealth screening with employer enrichment data

Integrating real-time employment intelligence into your core evaluation processes changes how your development team calculates a prospect’s true affinity and immediate gift capacity. By shifting from static property values to active professional tracking, your organization gains an accurate understanding of a donor’s liquid assets and corporate ecosystem.

To optimize your research workflows, fundraisers should systematically analyze these specific employment variables during wealth screening cycles:

  • Professional compensation levels. Standard salary benchmarks and executive titles enable research teams to establish data-backed major-gift ask amounts, preventing fundraisers from overestimating liquid wealth or underfunding a high-capacity ask. For instance, a regional environmental advocacy group that identifies a donor as a senior vice president of software engineering can confidently request a specific five-figure donation rather than relying on a generic annual fund appeal.
  • Industry-specific giving trends. Tracking corporate employment sectors helps development departments uncover fields with a historically high affinity for your specific mission profile.
  • Corporate philanthropy alignments. When a donor’s employer actively prioritizes specific charitable sectors such as education, scientific research, or community health, individual supporters within that business are significantly more likely to engage deeply with similar nonprofit programs.

Moving past static wealth scores allows dynamic development teams to build actionable outreach lists based on current professional success and corporate connectivity. To maximize the value of this enriched wealth data, your team should establish an internal threshold where an update to an executive title automatically triggers a personal cultivation touchpoint from a major gift officer.

Integrating professional context into prospect research strategies

To optimize your outreach, your development team must blend traditional giving history with verified donor employment data. A complete understanding of a donor’s business background changes how your team segments prospects for upcoming annual or capital campaigns.

Your development team can execute this integration by establishing clear operational baselines:

  • Reviewing employment fields during your standard donor cultivation cycles.
  • Separating corporate executives from entry-level professionals to deliver tailored, relevant communication streams.
  • Using professional data to update donor records before major fundraising pushes.

By blending these professional data points, your team can build a much stronger fundraising plan. You’ll stop guessing where your supporters work, and start unlocking corporate revenue right away so that you can raise more money to fuel your mission.

Unlocking workplace giving revenue through professional insights

Identifying a donor’s place of employment is the foundational step toward capturing a share of the billions in corporate matching funds that go unclaimed annually. Revealing these professional connections allows your nonprofit to transition a simple peer-to-peer donor into a gateway for corporate institutional giving.

Many dedicated supporters want to expand their personal impact but remain completely unaware that their employers offer highly accessible corporate giving initiatives. Fundraisers must explicitly highlight these opportunities using the following primary workplace giving channels:

  • Corporate matching gift programs. Hundreds of companies match employee donations dollar-for-dollar or more, instantly doubling or tripling the value of individual contributions without requiring an additional financial commitment from the supporter.
  • Volunteer grant opportunities. Tracking where your active volunteers work enables your development team to guide those supporters in claiming corporate grants awarded in recognition of the volunteer hours they already contribute.
  • Payroll deduction systems. Discovering a donor’s workplace allows your marketing team to promote recurring, pre-tax giving options that provide your organization with highly predictable income streams throughout the fiscal year.

Uncovering employer data turns a standard individual donation into a multifaceted corporate fundraising opportunity. To capitalize on this, consider gamifying workplace giving by launching a corporate matching challenge during your next peer-to-peer campaign to encourage friendly competition between donors from different local employers.

Maximizing corporate giving program matches

Corporate giving programs are often underutilized simply because nonprofits lack the tracking tools to spot eligible donors. When development offices intentionally match donor lists against known corporate giving guidelines, response rates and average gift sizes rise significantly.

Nonprofits can systematically capture more match revenue by employing several targeted cultivation tactics:

  • Using data enrichment tools to identify matching gift eligibility within your existing mid-level donor pool.
  • Crafting targeted follow-up communication that highlights how specific employers match donations.
  • Educating your board and development staff on the financial impact of workplace matching policies.

By blending these tactics, your development team can build a much stronger, more proactive fundraising strategy. Tracking donor employment details takes the guesswork out of corporate matches, allowing you to focus on high-opportunity targets.

To make this process more efficient, thousands of nonprofits are turning to automated tools, including Double the Donation’s industry-leading workplace giving automation platform, to streamline donor identification and customize outreach to eliminate friction. This saves staff hours of manual research and helps recover revenue that would otherwise go unclaimed.

Spotting major gift indicators and corporate influence loops

Employer data provides deep insight into individual decision-making power, pointing researchers toward supporters who hold the keys to corporate foundations and marketing budgets. Uncovering a donor’s executive status fundamentally changes the scope and scale of their relationship with your advancement team.

Why? Discovering that a donor is a chief executive officer, sizable business owner, or high-level executive changes the scope of their potential. Therefore, gift officers should leverage this executive influence to secure unique assets across multiple corporate channels:

  • Corporate sponsorship backing. Executive donors can champion your cause internally, opening doors to direct corporate event sponsorships or dedicated corporate foundation grants.
  • In-kind corporate resources. Well-placed corporate allies can facilitate non-cash donations of high-value products, specialized software licenses, or professional pro bono services that reduce your operational overhead.
  • Bespoke workplace volunteer days. Corporate leaders looking to boost internal staff morale can organize team-wide volunteer service events at your facilities, strengthening corporate social responsibility alignments.

Engaging corporate leadership donors creates a bridge between individual generosity and institutional corporate alignment. When cultivating these high-level leaders, look for opportunities to align your nonprofit’s key performance indicators with the corporation’s public social impact metrics to create a mutually beneficial partnership.

Leveraging executive influence for organizational backing

When a business leader becomes passionate about your cause, they can activate their entire professional network on your behalf. Therefore, fundraisers should view executive donor cultivation as a gateway to broader corporate social responsibility partnerships.

Development teams can build this institutional backing by taking specific structural steps:

  • Identifying key corporate leaders within your database through thorough employer screening.
  • Inviting high-influence donors to join advisory committees or participate in corporate engagement panels.
  • Demonstrating how corporate backing enhances both the nonprofit’s community footprint and the business’s public reputation.

By taking these structural steps, your development team can transform individual relationships into major corporate partnerships, maximizing your community footprint. Engaging business leaders opens the door to deeper workplace giving initiatives, including donation matching, volunteer grants, payroll deductions, and more.

Building a data infrastructure for continuous donor enrichment

Relying on manual web searches to find employer data is inefficient and slows down your development team. Growing nonprofits must establish automated workflows that capture, verify, and update employment records throughout the donor life cycle.

To ensure data integrity, your technical team should build automated data capture pipelines across your entire digital ecosystem. We suggest implementing these three core infrastructure upgrades to support ongoing data collection:

  • Online form optimization. Adding optional, user-friendly auto-completing company search fields directly to your donation forms and volunteer registrations captures workplace details at the moment of peak engagement. For the best results, your employment field should automatically be cross-referenced with a dedicated corporate giving database to provide tailored next steps in real time.
  • Strategic employer enrichment. For records with gaps in employment information even after enhancing your online forms, an expert employer append provider can help supply the missing data. This outsourced approach allows you to update your CRM with workplace affiliations and their relevant corporate giving benefits without adding manual research to your workload.
  • Targeted email segments. Using enriched data to send tailored email streams ensures you provide relevant workplace giving instructions without overwhelming your audience. Each donor can receive the correct forms for their company, so they can completely bypass the research stage.

Maintaining data integrity keeps your team focused on building genuine relationships rather than fixing broken records. Beyond automated tools, build a culture of data hygiene by establishing common operating procedures, such as required timelines for updating donor information or standardized data formatting rules.

Sustaining data integrity for long-term fundraising growth

Professional data changes quickly as donors switch jobs, receive promotions, or relocate to new companies. Nonprofits must implement routine schedule reviews to clean their donor databases and maintain reliable insights.

Your operations team can sustain a healthy database by adhering to several maintenance best practices:

  • Periodically checking corporate giving records to account for changes in corporate matching ratios or deadlines.
  • Using automated enrichment workflows to update the profiles of long-term supporters who have recently advanced in their careers.
  • Training your fundraising staff to record corporate relationship connections in your primary donor management system.

Outdated employment information leads to massive revenue leaks, as your team might target the wrong corporate guidelines or miss a donor’s eligibility altogether. However, maintaining a high standard of data integrity saves countless hours of administrative work and keeps your database primed for upcoming campaigns.

Ultimately, a clean system ensures that you capture every dollar of corporate revenue available to support your mission.

Conclusion & summary of strategic insights

Incorporating employer identification into your standard prospect research strategies reveals a donor’s true financial capacity and workplace giving potential. Tracking professional data allows your development team to double individual contribution values through matching gifts and engage corporate leaders for institutional backing. Investing in automated enrichment software saves staff time, maintains data hygiene, and creates a highly personalized donor experience that drives sustainable fundraising revenue.

To maximize these outcomes, create a cross-departmental task force this quarter to evaluate the matching gift data-collection points on your primary donation pages.

Data Hygiene_ The Key to Scalable Gift Processing Strategies

Improving Data Hygiene to Scale Nonprofit Gift Processing

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Data is essential to the livelihood of any organization. However, it has no value if you’re unable to locate the right information when you need it. Without taking the necessary steps to maintain proper data hygiene (i.e., keeping your data clean, clear, and concise), it is virtually useless.

At NPOInfo, we’ve seen firsthand the importance of clean data in improving a nonprofit’s gift processing, donor stewardship, and overall fundraising efforts. As a result, we’ve created this comprehensive guide to nonprofit data hygiene. We’ll cover the following points:

If you’re looking to optimize your operational workflows through effective use of clean data, read along as we dive deep into everything you need to know!

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What Is Data Hygiene, and Why Does it Matter for Nonprofits?

Data hygiene is the ongoing set of procedures and processes that keep a nonprofit’s main database and constituent relationship management (CRM) system “clean” and error-free. These efforts typically involve verifying existing data, removing duplicate and non-useful records, and appending new data to fill in any gaps.

Why? Studies indicate that more than 2.5 quintillion bytes of data are generated globally every day. However, most of this data remains underutilized. For your nonprofit, this could mean:

Missing engagement opportunities

One of the best places to start prospecting is in your donor database, but disorganized data can obscure a strong prospect’s capacity and affinity markers. Additionally, you might miss an opportunity to invite a supporter to a fundraising event or volunteer opportunity they would be interested in if their engagement history is unclear.

Overspending on ineffective outreach

Messy, disorganized data could lead to wasting resources by sending costly direct mail solicitations to outdated addresses. (Research shows that 15% of individuals move each year, but 35% fail to update their address information.) Or, you might end up spending more on communication channels that supporters don’t respond to than on the ones they regularly engage with.

Incomplete supporter profiles

Approximately 54% of records in a nonprofit’s database lack email addresses, despite email delivering the highest ROI of any channel ($40 gained for every $1 spent). Meanwhile, 42% of records lack phone information. Organizations can have a difficult time connecting with their donors and volunteers if they’re not actively collecting these data points!

Lapsed donors

Not carefully tracking supporters’ involvement can lead to missed follow-ups, which can come off as a lack of appreciation for their contributions. When donors don’t feel like your organization values their support, they’re more likely to stop engaging.

Bottlenecks in gift processing

When donor data is disorganized or riddled with duplicates, your administrative team must spend valuable hours manually verifying details, correcting typos, and cross-referencing records before a donation can be batched. This friction slows your processing speed, delays tax receipting, and stalls the momentum needed to scale your fundraising.

Unclaimed corporate support

Double the Donation statistics report that 78% of individuals have no idea if their employers offer workplace giving programs. When nonprofits lack up-to-date employment information for their supporters, they can’t identify or follow up on these opportunities, leaving $4 to $7 billion in matching gifts on the table each year.

Nonprofit data hygiene is a key factor in achieving data maturity. Organizations are continually striving to be more data-driven, and it’s no secret that data-driven strategies tend to be the most effective. But when data is disorganized, valuable information falls by the wayside. Therefore, it’s essential to take full advantage of opportunities by maintaining clean data in your CRM.

6 Types of Data That Nonprofits Should Collect

As the world transitions into an increasingly digital lifestyle, the volume of available data continues to grow. Today, there are six main types of data your nonprofit should collect, each of which provides a unique benefit for its overall operations.

This graphic lists the six main types of data to focus on when practicing nonprofit data hygiene, which are discussed in more detail below.

  • Donor data, which helps your nonprofit better understand its individual supporters and develop stronger relationships with them
  • Campaign data, which provides insight into your nonprofit’s fundraising strengths and potential areas for improvement
  • Marketing data, which allows you to identify the best ways to reach supporters and amplify your mission
  • Financial data, which helps you assess your revenue and expenses to aid in developing a stronger financial management system
  • Website data, which allows you to develop stronger content and provide a better user experience within the main digital hub of information about and engagement with your organization
  • External data, which is useful for planning organizational growth and provides new perspectives on your mission and industry

While most nonprofits rely on data when planning their fundraising, gift processing, and supporter stewardship efforts, these efforts are significantly easier and more likely to succeed when the data you have is clean and hygienic.

Common Data Hygiene Challenges Fundraising Teams Face

While cleaning up your data, you may encounter several challenges that make it difficult for you to organize the information at hand. Here are some common data hygiene challenges your nonprofit may encounter, along with our recommended strategies for resolving them.

This graphic visualizes nonprofit data hygiene common challenges.

Ambiguous Data

Ambiguous data is information that is too broad to decipher its true meaning. For example, if you use the label “board” to indicate someone’s title, you may forget later down the road if that individual is a current or former board member. This difference is important to consider before approaching the individual for future campaigns.

The solution? Specificity is key. To address this issue, determine exactly how each data type should be coded going forward. For example, you could code current members as “current board” and former members as “former board.” Then, review all records with ambiguous coding and update them as you go.

Duplicate Data

Duplicate data is identical data entered throughout your database. This most commonly happens when there are two records for a single supporter (for example, if an individual made two gifts using different email addresses).

The solution?  Implement a deduplication process at least once per quarter to stay on top of the game. Additionally, look for a database that offers a merge tool to review and combine similar records as they are entered into the system.

Inconsistent Data

Inconsistent data occurs when your entries differ across multiple databases. For example, if one of your systems says two individuals are married while the other says they are divorced, sending them joint communications may be a mistake.

The solution? Identify a threshold for the data you will review. For instance, you might establish a review cadence for donors who have surpassed a certain threshold. If someone gifted $3 million, your system could flag the entry and notify staff to double-check before proceeding.

Misplaced Data

Misplaced data is information that is present within your database but in the wrong location. For example, you could have John Smith’s email address entered under Mary Jones.

The solution? As with all other challenges, a thorough review of data entries will help to identify if data has been incorrectly entered. Be sure to review misplaced data as needed, move it to its correct location, and delete it from the incorrect field or record.

Missing Data

Missing data is information that your existing records lack. A common example of this is missing contact information, such as email address or phone number, resulting from “optional” form entry fields.

The solution? If you have other data sources that contain what you need, such as old databases or third-party systems, you may consult them to fill in any missing information. Not to mention, data append services make the processes of finding missing data quite simple.

How Better Data Hygiene Leads to Better Gift Processing

When we think about data hygiene, we often focus on the front-end benefits: improved marketing, more personalized appeals, and stronger donor relationships. But clean data is also the secret weapon of your behind-the-scenes workflows. When your database is structured, accurate, and regularly scrubbed, gift processing transforms from a manual, stressful scramble into a well-oiled machine.

Here’s how proper data hygiene paves the way for frictionless back-end operations.

Accelerating Processing Speed

When an influx of donations hits your organization (whether from a giving day campaign or an end-of-year push), your administrative team shouldn’t be held hostage by manual data entry. Clean data enables automation, which drastically cuts down processing times.

  • Automated Matching: Standardized fields, such as consistent naming conventions and address formats, enable your donation software to instantly pair incoming gifts to existing CRM profiles without human intervention.
  • Fewer Exception Queues: Messy data forces your system to flag a large number of transactions for manual review. Clean data ensures gifts slide right through the pipeline and directly into your bank account.

Eliminating the Duplicate Nightmare

Duplicate accounts are the ultimate bottleneck in gift processing. When a donor changes their email or uses a nickname, a messy database will accidentally create a brand-new profile, essentially splitting their involvement with your cause in half.

  • Single Source of Truth: Proper deduplication protocols ensure that every gift is automatically attributed to the correct, unified donor lifetime record.
  • Reduced Administrative Overhead: Your team will save dozens of hours every month that would otherwise be spent manually hunting down missing engagement histories.

Streamlining Acknowledgment and Tax Receipting

The clock starts ticking the moment a donation is made. Nowadays, donors expect swift confirmation, and tax receipts must be accurate. If your data is plagued by missing emails or outdated physical addresses, this process grinds to a halt.

  • Instant Digital Receipts: With verified, up-to-date email fields, your system can automatically trigger personalized receipts the second a gift is processed.
  • Error-Free Mailings: For donors who prefer physical direct-mail acknowledgments, clean data prevents wasted returned letters and the embarrassment of misspelled names.

Enhancing Financial Reconciliation

Gift processing isn’t just about administrative speed; it’s about financial accuracy and compliance. Disorganized data makes reconciling your fundraising and accounting software a recurring nightmare.

  • Seamless Audits: Standardized data fields ensure that gift types, funds, and restrictions are coded correctly at the point of entry, making monthly reconciliation with your finance team painless.
  • Compliance and Trust: Tracking opt-ins, communication preferences, and secure data standards protects your organization from compliance risks and builds long-term donor trust.

Unlocks and Accelerates Workplace Giving

Corporate matching gifts, volunteer grants, and payroll giving represent billions of dollars in untapped revenue, but processing these payments is notoriously complex. When a donor submits a match request, it triggers a multi-layered cycle that includes CSR platform verification. If your internal data is fractured, this process stalls.

  • Seamless Reconciliation: Clean data ensures that donor profiles are automatically enriched with accurate employment information. When a corporate disbursement arrives, your team can easily match the corporate funds back to the original individual’s record.
  • Eliminating Forfeited Funds: Most corporate matching programs have strict submission deadlines. By maintaining clean, automated tracking, your system can instantly flag match-eligible gifts and trigger timely reminders, ensuring your nonprofit doesn’t leave money on the table due to administrative delays.

The Bottom Line: You can’t scale your nonprofit’s mission if your staff is bogged down by operational friction. That means investing in data hygiene isn’t just a technical chore. It’s a direct investment in your capacity to process more generosity faster.

Maintaining Proper Data Hygiene in 5 Simple Steps

Now that you know what clean data is, the importance of maintaining it, and the challenges you may encounter along the way, it’s time to dive into the nitty-gritty of exactly how to clean your data.

This graphic walks through the steps of nonprofit data hygiene

Step 1: Conduct a database audit.

Conducting a database audit is the first step in cleaning your donor data. An audit allows you to assess the current state of your data and discover the areas most in need of improvement.

Here’s how you can do so:

  1. Identify problems you’re facing. What are the main issues your organization is facing that impede proper data collection? What are you looking to get out of the audit process?
  2. Pinpoint unhelpful information. Identify which pieces of your information are inaccurate, outdated, or utterly incorrect. Make note of these points, and you will help yourself in the long run. Keeping this information within your database will prove more harmful than helpful.
  3. Identify inconsistencies in your data. If you are a long-standing organization, your team has probably gone through several different data input procedures. As a result, you have probably cycled through many different ways to upload names, addresses, dates, and other information. If you run a newer nonprofit, the threat of human error can also lead to variability in data input. Use your audit to note any inconsistencies that have occurred.
  4. Share your findings with your team. Once the audit is complete, be sure to share the information discovered with all parties involved. Ensure stakeholders, such as board members and executive leadership, are aware of the findings and on board with moving to the next steps of the data hygiene process.

By conducting a database audit, you can produce an official review that will put you in the best position for correcting your data strategy moving forward.

Step 2: Remove unnecessary or harmful information.

Once you’ve conducted your audit, it’s time to get rid of any extraneous content that will ultimately result in a waste of valuable resources. In this case, more data is not necessarily better.

Some examples of unusable data points to remove include:

  • People on Do Not Call or Do Not Mail lists: Individuals who wish to opt out of telemarketing calls register with the National Do Not Call Registry, while those who do not wish to receive mail or email can register on the Direct Marketing Association website. While nonprofits are traditionally exempt from these regulations, organizations that partner with commercial marketing companies must comply with them.
  • Minors: Remove those under 18 of age from your database. If you conduct marketing to children, you can be fined by the Federal Trade Commission.
  • Incarcerated individuals: Those currently in the prison system cannot respond to marketing materials. Remove individuals currently in federal and state prisons, county correctional facilities, and jails to preserve your resources.
  • Deceased persons: By ensuring you do not attempt contact with the deceased, you can prevent sending unwanted marketing materials to their family members. Failing to do so often comes off as insensitive.

Once this information has been filtered out or suppressed, you’re left with a database that focuses exclusively on those who are interested in and able to engage with your messaging.

Step 3: Take a closer look at the remaining data.

After refining your database and removing unwanted information, assess your remaining data closely. During this step, it’s important to assess and correct the errors you identified during the primary audit stage.

You can ensure your records are clean by:

  • Eliminating duplicate entries: Verify the correct entry and merge or eliminate any copies that might have emerged over the years.
  • Verifying email addresses: Doing so will increase your engagement rate and save you time and resources by only sending messages to correct, active email addresses.

Taking the time to refine data will help correct minor inconsistencies that can add up to much larger issues.

Step 4: Standardize processes for ongoing maintenance

It is best to adopt continuous data hygiene practices rather than conduct an occasional major, very time-consuming cleanse. Ensure future success by creating an ongoing process for standardized data entry and maintenance. Some key tactics to consider implementing would be:

  • Standardizing data input practices. Outline the rules team members should follow when entering new information into your database. This includes procedures for inputting names, phone numbers, physical email addresses, employment information, and all other relevant data points. For example, “Lane” vs. “Ln.” and 5-digit ZIP code vs. ZIP+4.
  • Opting for auto-complete fields for donor-provided data. If you historically asked donors to type their employer’s name in a free-form text field on your donation page, an individual who works at Disney might say “Disney,” “Walt Disney Company,” “Disney World,” or even “Dksney.” Pivoting to an autocomplete search tool helps ensure this information is standardized for future use.
  • Creating a data training process for staff. Create a shared document (i.e., a Data Dictionary) that includes all the details team members need to use the database effectively. Review the process in a meeting or training seminar so everyone is on the same page.
  • Defining rules for handling errors. Who is responsible for fixing incorrect, incomplete, or duplicate records in your system? Define the process and include it within your data input process documentation.
  • Schedule regular data back-ups. In a survey by Jay Love, 60% of organizations admitted they did not back up their data properly, and only 5% claimed to even test their backup solutions! In case of a software crash, the last thing you want to happen is a loss of all of your data. To prevent this, it’s essential that you undergo proper backup procedures each day to ensure your data remains safe.

Using these practices to standardize your data maintenance approach will help make the process more manageable. The maintenance process is customizable to your organization, so be sure to implement whatever tools work best for you.

Step 5: Bring an expert on board to help

Establishing good data hygiene can be challenging, especially when you’re not sure where to start. Professionals who specialize in nonprofit data hygiene can set your team up with a concrete plan for future success.

Database marketing specialists can assist with all of the processes outlined in the steps above, but they don’t stop there. These professionals provide a wide array of other services, such as:

This graphic provides an overview of nonprofit database marketing services

  • File Conversions: Converting files into useful formats according to the various needs of your organization
  • A/B Splits: Segmenting your data into groups to determine which marketing strategies are most effective
  • Parsing: Splitting up the elements of one record into separate fields in your database
  • Data appends: Supplementing data from your organization’s internal database with external information. Learn more about how NPOInfo can help you do this!

Beyond hygiene, data marketing firms also conduct data enhancement, audience building, targeted digital marketing, and other marketing efforts. Partnering with the right expert will leave your organization with a stronger framework for future campaigns.

Wrapping Up

When fundraising scales, your data operational needs scale with it. Unfortunately, many growing nonprofits hit an invisible wall. You want to process gifts faster and steward donors better, but your CRM looks less like a source of truth and more like a digital junk drawer.

The reality is simple: You cannot build a modern, scalable gift-processing engine on top of messy data. But proper data hygiene empowers your organization to scale its impact, free up staff time, and create a seamless experience for the supporters who make your mission possible.

Interested in learning more about proper data management? Here are some additional resources to explore:

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Volunteer Grants and Paid Volunteer Time Off FAQ: Transforming Corporate Volunteering into Revenue

Volunteer Grants and Paid Volunteer Time Off FAQ: Transforming Corporate Volunteering into Revenue

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For many nonprofits, a dedicated volunteer base is just as valuable as a strong donor list. Yet, organizations frequently overlook the financial potential hidden within those service hours. According to industry statistics gathered by Double the Donation, 40% of Fortune 500 companies offer volunteer grant programs, and 80% of companies with such programs provide between $8 and $15 per hour volunteered). Corporate volunteering programs, specifically volunteer grants and paid volunteer time off (PVTO), bridge the gap between service and revenue by monetizing the time supporters already give.

In this guide, we will define these essential workplace giving mechanisms and explain how they differ from standard matching gifts. We will also discuss how fundraising software can help you track hours, verify grant eligibility, and capture the funds your organization deserves.

1. What are volunteer grants and paid volunteer time-off (PVTO) programs?

Both of these programs are mechanisms that allow your organization to monetize volunteer time. They convert hours of service into unrestricted revenue, effectively turning your volunteers into donors, often without them having to open their own wallets.

Here is the distinction between the two:

  • Volunteer Grants (or “Dollars for Doers”): These are corporate donations awarded to nonprofits after an employee volunteers a specific number of hours. For example, a company might donate $25 for every hour an employee volunteers.
  • Paid Volunteer Time-Off (PVTO): This is a corporate benefit where employees are given paid time during their workday to volunteer. While this primarily provides your nonprofit with reliable manpower, many companies combine PVTO with volunteer grants, meaning you get both the help and the check.

The volunteer or supporter is responsible for initiating the process of applying for these grants.

  • The volunteer logs hours: The supporter tracks their time.
  • The volunteer submits the request: They log into their employer’s CSR portal to request the grant.
  • The nonprofit verifies: You receive a notification to verify that the hours were served.
  • The company issues funds: Once verified, the corporation sends the check to your organization.

Because the onus is on the supporter to submit the request, the key to unlocking this revenue is education. If your volunteers do not know their hours are worth money, they cannot submit the request that generates it.

2. How do volunteer grants differ from matching gifts?

While both programs are forms of corporate philanthropy designed to support the causes employees care about, the fundamental difference lies in the trigger:

  • Matching gifts monetize an employee’s financial support (e.g., matching a $100 donation with another $100).
  • Volunteer grants monetize an employee’s time (e.g., granting $500 for 20 hours of service).

Despite the difference in what is being matched, the submission process for the donor is similar. In both scenarios, the employee must first support a nonprofit, whether by giving time or money. Once that action is complete, they can then submit a request through their employer for the grant or match to be issued.

Many companies offer both programs, creating multiple revenue streams for nonprofits. However, because the onus is on the supporter to initiate the request after the fact, both programs suffer from low participation rates simply because supporters do not know they exist, which leads to missed opportunities.

3. Which companies typically offer volunteer grants or PVTO programs?

While tech giants often make the headlines, the reality is that businesses of all sizes and across all industries offer volunteer grants and paid volunteer time off (PVTO). Many also offer PVTO as part of employee benefits packages. Companies like Microsoft, Google, and Apple are examples that support both programs.

Your nonprofit can increase revenue by encouraging volunteers to submit hours for grant funding. To streamline this process, many nonprofits implement fundraising software that connects their supporters to specific information on their company’s program and direct links to submit requests. This makes it easier for nonprofit supporters to discover their eligibility and submit requests while saving nonprofit teams time.

4. How much funding can nonprofits receive from volunteer grants?

Volunteer grant amounts vary depending on employer policies and hours logged. While grants typically range from $250 to $1,000 annually per employee, you can receive significantly more funding if you are a large nonprofit with engaged employee bases. You can estimate potential revenue by tracking volunteer hours and eligible employees.

5. How do nonprofits track volunteer hours for grant eligibility?

Accurate tracking is the “proof of purchase” required to secure these funds. It is important to remember that while the volunteer is responsible for logging into their employer’s portal to submit the grant request, the nonprofit must be able to verify that those hours actually occurred.

If your records are messy or nonexistent, you may be unable to verify the request when the corporate check comes through, resulting in lost revenue. For verification-ready tracking, you can utilize a digital volunteer management system (VMS) or CRM to maintain a centralized log of volunteer activity. Start capturing employment data by including an “employer” field on your digital liability waivers or sign-up forms. Lastly, maximize your revenue by connecting your VMS or CRM with a fundraising tool that provides automated reporting and actionable workplace giving insights. By doing these steps, you can identify which volunteers work for grant-eligible companies, reduce staff workload, and promote these volunteering initiatives.

6. What challenges do nonprofits face with volunteer grant programs?

The single greatest challenge facing volunteer grant programs is the gap in awareness. Millions of dollars in grant revenue go unclaimed every year simply because well-meaning volunteers do not realize that their time is monetizable.

This awareness gap is compounded by data blind spots within the nonprofit itself, such as incomplete supporter data. Most organizations track who volunteered, but rarely where those individuals work. Because you lack this employer data, you cannot proactively notify eligible supporters or provide them with the specific submission forms they need. This leads to missed revenue opportunities.

To overcome this, your nonprofit must prioritize employer data collection during the volunteer registration process. Once you know where a supporter works, you can use a fundraising software like Double the Donation to instantly match them against a database of corporate programs. This allows you to provide the specific support, such as direct links to their company’s portal, that empowers them to submit the request and secure the funds.

7. How can nonprofits encourage supporters to participate in volunteer grants?

Additionally, integrating an effective fundraising plugin allows your supporters to search their employer’s volunteer grant program instantly.

Your nonprofit can also educate supporters via website banners, email campaigns, and social posts. If you conduct recognition programs and impact storytelling, you can motivate volunteers to log hours. Many nonprofits combine volunteer opportunities with matching gift promotion for maximum impact.

The most effective strategy is to meet your volunteers where they already are. Rather than pushing supporters to navigate to a new volunteer grant or PVTO page, you should integrate volunteer grant discovery directly into your existing volunteer page.

  1. Embed a search tool on your sign-up forms: When a supporter visits your site to sign up for a shift, they are already in a “giving” mindset. By embedding a fundraising plugin directly on this page, you allow them to search for their employer and discover their grant eligibility instantly, without leaving the registration flow.
  1. Use contextual prompts: Frame the tool as a way to increase their impact. Place a simple banner or text above the search tool that says: “Do you work for companies like Verizon or CVS? Your 10 hours of service today could result in a $250 donation to our cause. Check your eligibility below.”
  2. Automate the “ask”: Manual reminders aren’t scalable. Utilize your fundraising software to automatically include a volunteer grant search link in your post-event thank-you emails. This catches the volunteer at the moment they feel good about their service, making them more likely to take the extra step to submit a grant request.

Boost Corporate Revenue Through Corporate Volunteering

Securing funding through volunteer grants requires proactive donor stewardship and clear communication. When you equip your supporters with the knowledge they need to check grant eligibility, you turn standard service days into substantial financial contributions.

To get started, we suggest reviewing your current volunteer orientation materials to ensure these corporate programs are mentioned early in the onboarding process. Even a brief mention during training can significantly increase participation rates.

To learn more about corporate volunteering and other forms of workplace giving, explore more resources from Double the Donation and implement best practices, streamline processes, and capture more volunteer grants today.

 

Scale up volunteer grants with Double the Donation Volunteering.

Tips & Ideas Solicit the Best Auction Items for Nonprofits

Tips & Ideas: Solicit the Best Auction Items for Nonprofits

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Whether you’re planning a silent auction, live gala, or virtual fundraiser, one thing is for certain: the success of your auction actively hinges on the quality of your items. Soliciting standout donations isn’t just about asking for “stuff”—securing auction items for nonprofits is about curating a range of experiences and offerings that excite your audience and drive bids.

The good news? With the right strategy and a little creativity on your side, you can secure high-value, buzzworthy items that spark competition and maximize your fundraising impact.

In this post, we’ll explore proven tips and ideas to help your nonprofit solicit the best auction items—from reaching out to your network to finding unique experiences that can’t be bought in stores. We’ll cover the following:


Whether you’re a seasoned development pro or you’re organizing an auction for the first time, these insights will help you build an item list that gets your supporters talking—and bidding. Let’s begin!

Top tips for soliciting nonprofit auction items

Securing great auction items doesn’t have to be stressful—it just requires the right mix of planning, outreach, and imagination. These expert-proven best practices will help you source items that not only attract bids but also support your fundraising goals.

Start the process early.

The earlier you begin your outreach, the more time you have to follow up, get creative, and secure high-value donations. Create a timeline and checklist, and prioritize your top prospects first—you certainly don’t want to be rushing in the final weeks of event planning.

Know what sells for your audience.

Before you start requesting donations, take time to understand what your audience is most likely to bid on. Review past auction data, survey your supporters, or simply observe what’s trending in your community. Are they foodies? Travelers? Sports lovers? Parents?

Then, use this insight to guide your item wish list. For example, a family-oriented crowd might love museum passes or kids’ activity packages, while a young professional audience might gravitate toward fitness memberships, concert tickets, or trendy experiences. Knowing your audience ensures your auction items are both desirable and relevant—two essential ingredients for competitive bidding.

Look for connections within your network.

Your biggest asset is your existing community. Ask your board members, staff, volunteers, and donors if they have connections to businesses, services, or experiences that could be donated. Many people are happy to help, but just need a clear and specific ask.

Target open in-kind donation applications.

Many national and regional companies offer structured in-kind donation programs—you just have to know where to look. From airline tickets and hotel stays to beauty products and event swag, these companies have online portals where nonprofits can apply directly for donations.

To get started, compile a list of brands and businesses that align with your cause or audience, and check their websites (or use a database tool like Double the Donation) for donation request forms.

Focus on unique or exclusive items.

In a sea of auction baskets, the rare and exclusive items are what truly stand out. Think limited-edition merchandise, signed memorabilia, or experiences that money can’t typically buy—like lunch with a local celebrity, a behind-the-scenes studio tour, or VIP access to a community event.

These kinds of offerings generate buzz and encourage higher bidding because they feel special and hard to replicate. As you solicit donations from companies and individuals alike, ask potential donors: “What can you offer that people can’t find anywhere else?” Framing the ask this way often inspires creative, one-of-a-kind contributions.

Ask for experiences, not just products.

Physical items are great, but experience-based auction packages often generate higher bids. Think weekend getaways, private dinners, VIP tours, behind-the-scenes access, or even “day in the life” experiences with local influencers or professionals.

You don’t have to be able to touch something for it to be a good auction item!

Package donations together to create high-value bundles.

Rather than offering a large number of standalone items, group smaller donations into themed packages that tell a story. For example, you might combine restaurant gift cards, wine, and movie passes into a “Date Night” bundle.

As a general rule, themes make your auction items more appealing and easier to market for larger bid amounts.

Exchange goods and services for marketing and exposure.

Many businesses are happy to donate to fundraising events—not just to support a cause, but also for the increased visibility. Therefore, when making your ask, you’ll want to clearly outline how their support will be promoted before, during, and after your event.

This may include:

  • Logos on signage, programs, or event pages
  • Social media shoutouts or blog mentions
  • Verbal recognition during the auction
  • And more!

All in all, position the donation as a marketing opportunity. Let them know you’re not just asking for help—you’re offering a chance to connect with a community that supports socially responsible businesses. This win-win approach can open more doors and encourage repeat donations.

See how Double the Donation helps uncover auction items for nonprofits

Our recommendations: 10 best auction items for nonprofits

Looking for auction items that spark excitement, inspire generous bids, and bring in big results? We’ve got you covered. Based on what consistently performs well at fundraising auctions—both in-person and online—here are our top 10 recommended items to include in your next nonprofit auction.

1. Getaway packages or vacation homes

What It Is:
Weekend retreats, mountain cabins, beach condos, or even donated timeshares—travel-related auction items are always a top draw.

Vacation stays as auction items for nonprofits

Why It’s Appealing:
A change of scenery is something almost everyone wants. These packages feel indulgent, exciting, and perfect for people looking to relax or celebrate. They also tend to fetch higher bids because they’re often worth hundreds—or thousands—of dollars.

Where to Find It:
Ask board members, major donors, or other supporters who may have second homes or vacation properties. You can also approach boutique hotels, vacation home hosts, or rental companies that want local exposure.

To start your search, we recommend reaching out to companies like Marriott, Airbnb, Hilton, and more.

2. Dining and culinary experiences

What It Is:
Gift cards to local restaurants, cooking classes, wine-paired dinners, or private chef-prepared meals.

Dining packages as auction items for nonprofits

Why It’s Appealing:
Everyone eats, and many people love to dine out or learn new culinary skills. A well-curated food experience feels both luxurious and accessible, making it a popular auction item across all age groups.

Where to Find It:
Reach out to restaurants, chefs, catering companies, and local food tour operators. Many are open to donating in exchange for promotion, especially during slower seasons.

To start your search, we recommend reaching out to companies like Whole Foods Market, Darden Restaurants, Bloomin’ Brands, and more.

3. Sports and concert tickets

What It Is:
Tickets to live sporting events, concerts, theater performances, or comedy shows—especially VIP packages, meet-and-greets, or front-row seats.

Sports events as auction items for nonprofits

Why It’s Appealing:
Live events are a hot commodity, particularly when tickets are hard to get or sell out quickly. These items are ideal for bidders looking for a unique night out or a gift experience for a loved one.

Where to Find It:
Ask season ticket holders, alumni organizations, sports franchises, or venues directly. Many performers or teams also have donation request programs on their websites.

To start your search, we recommend reaching out to NFL teams, MLB teams, NBA teams, concert venues, and more.

4. Health and wellness services

What It Is:
Spa treatments, massage sessions, yoga or fitness memberships, acupuncture, or even wellness retreats.

Wellness classes as auction items for nonprofits

Why It’s Appealing:
These offerings are popular because they feel restorative and indulgent. Whether someone is looking to relax or commit to self-care, wellness packages always attract interest, especially among busy professionals and parents.

Where to Find It:
Contact local spas, wellness studios, massage therapists, or holistic health practitioners. Many are willing to donate in exchange for new client exposure.

To start your search, we recommend reaching out to companies like Planet Fitness, Massage Envy, and more.

5. Classes and workshops

What It Is:
Photography lessons, art classes, dance sessions, or one-on-one coaching in a specific skill or hobby.

Classes and workshops as auction items for nonprofits

Why It’s Appealing:
People love learning something new, especially when it’s hands-on and fun. These experiences offer personal enrichment and a creative outlet, making them great gift items as well.

Where to Find It:
Connect with local artists, teachers, studios, or continuing education providers. Independent instructors are often happy to donate a session or workshop for a good cause in addition to exposure opportunities.

To start your search, we recommend reaching out to art workshops, dance studios, local museums, and more.

6. Wine and craft beer baskets

What It Is:
Curated collections of wine, local craft beers, tasting kits, or even tours of wineries or breweries.

Wine baskets as auction items for nonprofits

Why It’s Appealing:
These items offer a combination of luxury and leisure, especially when packaged with exciting snacks or high-quality glassware. They’re perfect for date nights, social gatherings, or cozy evenings at home.

Where to Find It:
Reach out to wineries, breweries, liquor stores, and distributors. Some local beverage companies may also offer branded merchandise to add to the basket.

To start your search, we recommend reaching out to ABC Fine Wine & Spirits, Tito’s Handmade Vodka, Total Wine & More, and more.

7. Home services and décor

What It Is:
Interior design consultations, landscaping services, cleaning packages, handyman work, or home décor pieces like framed art or handmade furniture.

Home/decor services as auction items for nonprofits

Why It’s Appealing:
People love upgrading their spaces but often put it off due to cost or time restraints. Offering home improvement or beautification services can turn a need into a treat, making it a smart, practical auction item.

Where to Find It:
Local interior designers, contractors, cleaning services, and artisans may donate a session or product in exchange for exposure and lead generation.

To start your search, we recommend reaching out to Home Depot, Lowe’s, TruGreen, and more.

8. Tech gadgets and accessories

What It Is:
Tablets, smartwatches, headphones, smart speakers, or other trending technology items.

Tech gadgets as auction items for nonprofits

Why It’s Appealing:
Gadgets are fun, functional, and universally appealing—especially when they’re new or hard to find. These items make great holiday gifts and tend to draw competitive bidding.

Where to Find It:
Approach electronics retailers, tech companies, or corporate partners. Some businesses may be willing to donate new or overstock items as a tax-deductible gift.

To start your search, we recommend reaching out to Best Buy, Apple, Dell Technologies, and more.

9. Kid-friendly/family experiences

What It Is:
Museum passes, zoo memberships, amusement park tickets, or family-focused activity bundles (like mini-golf, skating, or movie nights).

Family activities as auction items for nonprofits

Why It’s Appealing:
Families are always looking for affordable, fun ways to spend time together. These items are especially appealing to parents and grandparents seeking memorable experiences for kids.

Where to Find It:
Contact local attractions, entertainment centers, and kid-focused businesses. They often donate to schools and nonprofits for community goodwill.

To start your search, we recommend reaching out to Universal Studios, Walt Disney Company, Six Flags, and more.

10. Pet-themed baskets

What It Is:
Bundles of pet toys, treats, grooming certificates, training sessions, or even custom pet portraits.

Pet-themed baskets as auction items for nonprofits

Why It’s Appealing:
Pet owners love to spoil their furry friends, and pet-themed packages are both fun and sentimental. They’re also a great conversation starter at auctions!

Where to Find It:
Reach out to pet boutiques, groomers, dog trainers, or local artists. You can even partner with pet food brands or veterinarians to build a deluxe “pamper your pet” bundle.

To start your search, we recommend reaching out to Petco, Pet Supermarket, PetSmart, and more.

Wrapping up & additional charity auction resources

Auction items for nonprofits generally don’t just appear—they’re thoughtfully sourced through strong relationships, smart outreach, and a clear understanding of what your audience values most. By tapping into your community, crafting compelling asks, and focusing on quality over quantity, you can create an auction lineup that inspires generous giving and supports your mission in a big way.

Remember: it’s not about having the most items; it’s about having the right ones. With these tips and ideas in hand, your next auction can be your most successful yet. Happy bidding—and even happier fundraising!

For more information, check out these additional recommended resources:

See how Double the Donation helps uncover auction items for nonprofits

Do Your Donors Work For Socially Responsible Companies

Do Your Donors Work For Socially Responsible Companies?

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In today’s business landscape, more and more companies are prioritizing corporate social responsibility (or CSR) as a core part of their mission. From environmental sustainability to community outreach and charitable giving, socially responsible companies are making a meaningful impact on the world.

As a nonprofit, it’s crucial to recognize how this trend can benefit your organization. After all, your donors may already be working for companies that offer corporate giving programs, like matching gifts or volunteer grants, that can double or even triple their impact. But are you leveraging these opportunities to their fullest potential?

In this post, we’ll explore how nonprofits can tap into relationships with companies leading the way in CSR to maximize their support and engage donors in new and impactful ways. Specifically, we’ll cover the following:

Discovering which of your donors work for socially responsible companies could unlock significant support for your mission. Ready to find out how you can do so with ease? Let’s begin with the basics.

What Defines a Socially Responsible Company?

A socially responsible company is one that integrates ethical, sustainable, and community-focused practices into its core operations. These businesses recognize that their success is intertwined with the well-being of society, and they actively seek to make a positive impact on their employees, customers, communities, and the environment.

While there’s no one-size-fits-all model of social responsibility, check out a few characteristics that generally define a socially responsible company:

Characteristics of socially responsible companies

  1. Environmental Sustainability
    Companies strive to reduce their environmental impact by adopting eco-friendly practices. This may involve reducing waste, conserving energy, using renewable resources, and implementing sustainable supply chain management.
  2. Ethical Business Practices
    Socially responsible companies maintain high ethical standards in all areas of business, from fair labor practices and diversity initiatives to transparency in governance and decision-making.
  3. Economic Responsibility
    Rather than chasing short-term profits, socially responsible companies focus on long-term growth that benefits both the business and society. They aim to create a positive, lasting impact on their stakeholders, which includes employees, customers, shareholders, and the broader community.
  4. Philanthropic Engagement
    Many socially responsible companies actively invest in the communities where they operate. This includes supporting local charities, offering volunteer time off (VTO) for employees to participate in community service, and implementing corporate giving programs like matching gifts and volunteer grants.

By embracing these practices, socially responsible companies build trust with consumers and employees, foster loyalty, and contribute to a more sustainable and equitable world. Not to mention, these efforts not only benefit society but often lead to better business performance as well.

  • CLMA badge for socially responsible companiesTop tip: Keep an eye out for the Certified Leaders in Matching Automation badge to quickly identify socially responsible companies with matching gift auto-submission enabled. These employers are devoted to making matching gifts as easy as possible, demonstrating their commitment to CSR and beyond.

10 Socially Responsible Companies to Know

As a nonprofit, familiarity with leading companies practicing corporate social responsibility is a must. After all, understanding which companies make a point to give back allows nonprofits to better engage donors who work for these businesses. And, in doing so, they can more effectively tap into additional resources such as corporate matches, volunteer support, and even broader partnership opportunities.

Check out these examples to get started:

NPO Info_Do Your Donors Work For Socially Responsible Companies _Chipotle

Chipotle Mexican Grill

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? Yes

CLMA badge for socially responsible companies

Chipotle Mexican Grill is a popular fast-casual restaurant chain known for its commitment to using responsibly sourced ingredients and offering fresh, customizable meals. As part of its corporate social responsibility (CSR) efforts, Chipotle emphasizes environmental sustainability, humane animal practices, and ethical sourcing.

The company also gives back through community outreach and charitable initiatives, including its standout matching gifts program, which allows employees to double their contributions to nonprofits of their choice. In order to optimize the employee experience within its matching gift program, Chipotle has implemented matching gift auto-submission, too, earning it the CLMA designation for Certified Leaders in Matching Automation.

Furthermore, Chipotle promotes social responsibility through its volunteer time off (VTO) policy, enabling employees to take up to 8 hours of paid time to participate in volunteer work. These efforts reflect Chipotle’s dedication to making a positive impact both in the food industry and within local communities.

Learn more about Chipotle’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Patagonia

Patagonia

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? Yes

Patagonia, a renowned outdoor apparel company, is deeply committed to environmental and social causes, with sustainability at the core of its mission. Patagonia’s CSR initiatives are broad, encompassing environmental activism, ethical labor practices, and sustainable product design.

The company also encourages employee engagement through its matching gifts program, doubling employee donations to environmental, social, and other nonprofits. Meanwhile, Patagonia supports employees in taking action through its volunteer time off (VTO) policy, allowing them to dedicate generous amounts of time to causes they care about, often with a focus on environmental restoration.

Patagonia’s commitment to CSR is rooted in its mission to preserve the planet, and it actively partners with organizations that align with this goal.

Learn more about Patagonia’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Danone

Danone North America

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? Yes

CLMA badge for socially responsible companies

Danone North America is a multinational food and beverage company known for its dairy products, plant-based alternatives, and bottled water brands. The company is dedicated to promoting health through food while driving environmental sustainability and social equity. Danone North America’s CSR efforts include a strong emphasis on environmental stewardship, sustainable sourcing, and community involvement.

To encourage employee involvement in philanthropy, Danone North America offers a CLMA-designated matching gifts program, amplifying employees’ charitable donations to eligible nonprofits. Plus, the company supports community engagement through volunteer time off, allowing employees to contribute up to 16 hours each year to causes they are passionate about.

Learn more about Danone’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _CVS Health

CVS Health

Matching gifts? Yes
Volunteer grants? Yes
Volunteer time off? Yes

CVS Health, a major pharmacy and healthcare provider, integrates social responsibility into its mission of promoting health and wellness. The company’s CSR efforts focus on expanding access to healthcare, addressing public health challenges, and supporting underserved communities.

CVS Health also enhances its social impact through matching gifts and volunteer grants, allowing employees to increase their donations and volunteer contributions to nonprofits. Additionally, CVS promotes employee involvement in community service through volunteer time off, providing paid time for employees to engage in volunteer work.

Learn more about CVS Health’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Disney

Walt Disney Company

Matching gifts? Yes
Volunteer grants? Yes
Volunteer time off? Yes

The Walt Disney Company is a global leader in entertainment, known for its iconic films, theme parks, and media networks. Beyond entertainment, Disney’s CSR efforts are comprehensive, with a focus on environmental sustainability, charitable giving, and promoting education.

Disney offers both matching gifts and volunteer grants to encourage employees to support causes they care about. The company also promotes community engagement through volunteer time off, allowing employees to give back during paid work hours.

Disney’s wide-reaching CSR initiatives include funding for children’s hospitals, environmental conservation programs, and educational outreach, all of which align with its mission to create positive change in communities worldwide.

Learn more about Disney’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Warner Media

Warner Media

Matching gifts? Yes
Volunteer grants? Yes
Volunteer time off? Yes

Warner Media is a leading media and entertainment company recognized for its extensive film, television, and digital content production. As part of its CSR strategy, Warner Media prioritizes diversity, inclusion, environmental responsibility, and community engagement.

The company also offers matching gifts and volunteer grants, empowering employees to increase their financial contributions and volunteer efforts to nonprofits. Warner Media also provides volunteer time off, encouraging employees to give back to their communities while receiving regular pay.

Through its CSR programs, Warner Media fosters a culture of giving, social responsibility, and sustainability, aligning its corporate values with the interests of its employees and society at large.

Learn more about Warner Media’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _ActiveCampaign

ActiveCampaign

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? Yes

CLMA badge for socially responsible companies

ActiveCampaign, a marketing automation platform, is committed to making a positive impact through its CSR initiatives, which focus on community development and employee engagement.

The company encourages its employees to give back through a CLMA-designated matching gifts program, doubling charitable donations made to eligible nonprofits more easily than ever before. In addition, ActiveCampaign offers volunteer time off, allowing employees to dedicate paid time to volunteer with organizations that align with their values.

These programs reflect ActiveCampaign’s belief in the power of community and its desire to empower employees to contribute to causes that matter to them, both financially and through volunteer service.

Learn more about ActiveCampaign’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Toyota Connected

Toyota Connected

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? No

CLMA badge for socially responsible companies

Toyota Connected is a division of Toyota that focuses on creating innovative connected technologies and data-driven solutions for the automotive industry. While Toyota Connected has a technological focus, it also embraces corporate social responsibility.

One way that it does so is through its matching gifts program, which doubles employee donations to qualifying nonprofits. This initiative has auto-submission enabled, allowing employees to complete their matching gift requests straight from their favorite organizations’ giving pages!

Learn more about Toyota Connected’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _Harvard

Harvard University Employees Credit Union

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? No

CLMA badge for socially responsible companies

Harvard University Employees Credit Union (HUECU) is a member-owned financial institution serving the Harvard University community and its affiliates. As part of its CSR efforts, HUECU focuses on financial education, community development, and charitable giving.

The credit union also supports employee philanthropy through a matching gifts program, enabling employees to increase their charitable donations through corporate matches. Its CLMA-designated matching gifts initiative demonstrates a commitment to supporting the causes that matter to its employees and fostering positive community impact through financial contributions.

Learn more about Harvard University’s socially responsible giving programs here.

NPO Info_Do Your Donors Work For Socially Responsible Companies _BerlinRosen

BerlinRosen

Matching gifts? Yes
Volunteer grants? No
Volunteer time off? No

CLMA badge for socially responsible companies

BerlinRosen is a strategic communications firm known for its work in public affairs, advocacy, and social impact campaigns. The company’s CSR efforts are rooted in its dedication to promoting progressive causes, diversity, and social justice.

Additionally, BerlinRosen encourages employee giving through its matching gifts program, multiplying employee donations to a wide range of nonprofits and schools. And with auto-submission functionality enabled, it’s quick and easy for its employees to get involved!

Learn more about BerlinRosen’s socially responsible giving programs here.

Get support from socially responsible companies with 360MatchPro.

Identifying Socially Responsible Companies in Your Network

The above companies form a representative sample of socially responsible employers. But there are tens of thousands more businesses participating in CSR⁠—and it would be impossible to list them all.

That said, there are a few strategies that can be employed in order to uncover top companies devoted to CSR with existing connections to your donor base. These include the following:

Manual Research

The first step you might want to take is to perform a series of manual research tasks. For example:

  • Screening publicly available donor information to uncover employment insights (often using LinkedIn or other online resources).
  • Reaching out to donors directly to request employer information (e.g., sending an optional survey via email).
  • Visiting the websites of identified companies to explore their CSR or corporate philanthropy sections.
  • Engaging with donors to request information about their employers’ giving programs, community engagement efforts, and more.

While it requires significant investments of time and resources to conduct this research on your own, keep in mind that it’s possible to uncover some invaluable insights this way.

Workplace Giving Software

The next option involves automating the processes of collecting and leveraging employment information using the right tools in your tech stack. Specifically, by implementing (and integrating) a workplace giving platform like Double the Donation’s 360MatchPro, you can glean employment insights directly as donors give.

From there, the solution automatically screens against the industry’s leading corporate giving database to flag opportunities for matching gifts, volunteer grants, VTO programs, and other corporate giving initiatives.

Use workplace giving software to uncover socially responsible companies in your network

In order to drive supporter engagement with the tool, you can even embed the company search tool directly into your website, donation forms, volunteer registration pages, and more.

Employer Appends

Even after incorporating workplace giving software to collect employment information as supporters engage with your cause, there’s a good chance you’ll have some gaps in your records. For this, we recommend outsourcing your research process to a third-party data enhancement service provider like NPO Info by Double the Donation.

Here’s how it works:

  • You’ll provide the data enhancement company with the information you have about your donors (names, engagement histories, contact details, etc.).
  • The enhancement company will scan the information you provide against a series of publicly available and privately held data sources to uncover relevant information and fill in the gaps.
  • Your organization will receive the finalized employer append record, along with information about the uncovered companies’ matching gifts and other giving programs.

Use employer appends to uncover socially responsible companies in your network

Once you have the information, your team can use the uncovered insights to tailor your outreach efforts and grow your relationship with the appropriate donors and their employers alike.

Final Thoughts & Additional Resources

Partnering with socially responsible companies opens up a world of possibilities for your nonprofit or school. Whether through matching gifts, volunteer grants, or other corporate philanthropy initiatives, these opportunities allow your donors to do more with their contributions.

Don’t miss out on the potential for additional funding and support. Start building stronger relationships with your corporate partners⁠—and their employees⁠—today. Your donors are ready to amplify their impact, and with the right tools and strategies, your organization can thrive.

Interested in seeing how your team can benefit from socially responsible companies like these? Check out the following materials to learn more:

Get support from socially responsible companies with 360MatchPro.

Volunteer Time Off Programs- A Smart Nonprofit’s VTO Guide

Volunteer Time Off Programs: A Smart Nonprofit’s VTO Guide

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In today’s socially conscious landscape, companies are increasingly embracing Corporate Social Responsibility initiatives that benefit both their employees and the communities they serve. One standout program that fits both criteria is Volunteer Time Off, which offers employees paid time to volunteer for causes they’re passionate about.

For nonprofits, understanding how to tap into these VTO programs can open doors to a vast pool of dedicated volunteers. This guide will help nonprofits navigate the world of volunteer time off, offering strategies to engage employees who are looking for meaningful ways to give back through their company-sponsored volunteerism. And we’ll do so by answering the following frequently asked questions:

To fully leverage Volunteer Time Off programs, nonprofits need a solid understanding of how they work, why companies offer them, and the benefits these programs bring. By exploring the answers to these key questions, organizations like yours can position themselves to attract more corporate volunteers, build lasting partnerships, and maximize the impact of VTO.

Without further ado, let’s start by addressing the fundamental question: What is Volunteer Time Off?

What is Volunteer Time Off?

Volunteer Time Off⁠—also known as VTO⁠—is a corporate benefit that allows employees to take paid time off from work to volunteer for charitable or community service activities. This time off is typically offered above and beyond any other forms of leave (like vacation or sick days), as it’s specifically designated for volunteerism.

Definition of Volunteer Time Off

VTO encourages employees to engage in community service, support nonprofits, and contribute to causes they care about⁠—without having to give up their pay or schedule around existing work commitments. This makes it easier for individuals to participate in volunteer activities, driving additional support for nonprofit causes.

Within the programs, companies generally establish policies regarding how much VTO is available per year (often between 8 and 40 hours) and may specify eligible nonprofits or activities.

Why do companies offer Volunteer Time Off?

Companies offer Volunteer Time Off for several reasons, often tied to their broader Corporate Social Responsibility (or CSR) goals and employee engagement strategies.

Here are key reasons why companies implement VTO programs:

  1. Enhance Corporate Social Responsibility: Offering VTO allows companies to demonstrate their commitment to giving back to the community. It aligns their business with charitable and social causes, enhancing their CSR profile and showing that they prioritize social impact.
  2. Boost Employee Engagement and Morale: VTO empowers employees to contribute to causes they care about without sacrificing their income. This not only increases job satisfaction but also boosts overall morale and fosters a sense of purpose in the workplace.
  3. Attract and Retain Talent: Many employees, particularly those in the younger generations, prioritize working for companies that are socially responsible. VTO programs are an attractive benefit that can help companies recruit socially conscious talent and improve employee retention overall.
  4. Enhance Company Reputation: VTO programs reflect positively on a company’s public image. By showing a commitment to community service, companies improve their reputation with customers, clients, and the public, ultimately driving brand loyalty.
  5. Strengthen Community Ties: Companies that support local volunteer efforts build stronger relationships with the communities where they operate. These ties can lead to a more supportive business environment and potential partnerships with community organizations.

Overall, VTO programs allow companies to align their business objectives with meaningful social contributions, benefiting both their workforce and the communities they serve.

How do nonprofits benefit from Volunteer Time Off?

Nonprofits gain several valuable benefits when their supporters participate in Volunteer Time Off programs. These corporate-sponsored initiatives bring new resources, energy, and opportunities for collaboration. This includes benefits such as…

  1. Access to Skilled Volunteers: Employees who participate in VTO often bring diverse skill sets from their professional backgrounds, providing nonprofits with access to talent that might otherwise be unaffordable. This expertise can help nonprofits improve their operations in areas like marketing, finance, IT, and project management.
  2. Enhanced Volunteer Engagement: VTO programs encourage participation from employees who might not typically volunteer on their own. By tapping into these corporate volunteers, nonprofits can significantly expand their volunteer base and complete larger or more complex projects.
  3. Increased Awareness and Visibility: When employees share their volunteer experiences with their colleagues, friends, or others in their networks, it increases awareness of the nonprofit’s mission and activities. This exposure can attract more volunteers, donors, and supporters to your cause overall.
  4. Strengthened Corporate Relationships: Collaborating with companies through VTO programs strengthens a nonprofit’s relationship with the business community. These relationships can lead to further corporate giving opportunities, such as matching gifts, sponsorships, or event collaborations.

Scale up volunteer time off with Double the Donation Volunteering.

How can nonprofits market VTO opportunities to volunteers?

Nonprofits can effectively market Volunteer Time Off opportunities by targeting corporate employees and companies in ways that highlight the mutual benefits of the program.

Here are a few leading strategies to attract volunteers through VTO:

1. Create a Dedicated Corporate Volunteering Page:

Create a section on your nonprofit’s website specifically for corporate volunteering opportunities. Highlight how employees can utilize their VTO to support your cause and make it easy for them to sign up for upcoming events and activities.

Plus, to make identifying VTO programs as quick and simple as possible, we recommend embedding a corporate giving database directly into the page.

Marketing Volunteer Time Off - website example

2. Promote VTO in Volunteer Registration Forms:

Ensure your volunteer registration forms prominently feature Volunteer Time Off (VTO) options for corporate employees. Include an optional form field that asks whether the individual is using VTO, and make sure to collect employment information

n as you do so. This not only helps you track corporate volunteers but also allows you to tailor communications and deepen relationships with their employers.

To streamline the process, consider integrating your sign-up forms with a tool like Double the Donation Volunteering, making it easy for volunteers to check if their company offers VTO or other charitable programs.

Step 1)

Marketing Volunteer Time Off - sign-up form example

Step 2)

Marketing Volunteer Time Off - sign-up form example

3. Leverage Social Media:

Spread the word about Volunteer Time Off using your organization’s social media profiles! Share stories, photos, testimonials, and more⁠—highlighting past corporate volunteer groups to increase visibility and attract new supporters. (P.S. Double the Donation clients can access free, customizable marketing templates to promote VTO programs, volunteer grants, and more!)

Marketing Volunteer Time Off - social media example

You can even encourage current volunteers to share your VTO content with their networks, amplifying your outreach and increasing the likelihood of reaching more eligible supporters.

4. Send a Follow-Up Email:

After a corporate volunteer event, it’s essential to maintain engagement by sending a follow-up email to participants. In this email, express your gratitude for their contributions and share the impact of their efforts on your nonprofit’s mission. Additionally, remind them about their company’s Volunteer Time Off program and encourage them to utilize it for future volunteer opportunities with your organization (or to submit their paperwork to get credit for their most recent activity).

5. Partner with Companies:

Build relationships with businesses that have existing VTO programs. Reach out to HR departments or CSR managers and present your nonprofit’s mission and available volunteer opportunities as key ways for their employees to get involved.

For the best results, you can even organize tailored volunteer activities that align with a company’s core values or industry. For example, a tech company may be interested in hosting a coding workshop for underprivileged students, while a healthcare company might prefer to sponsor a community health fair or organize volunteer shifts at a local clinic.

Regardless, by taking a proactive approach and positioning your organization as a valuable partner for VTO, nonprofits can attract more corporate volunteers and create lasting relationships with companies that support meaningful community engagement.

Final Thoughts & Additional Resources

Volunteer Time Off supplies a win-win-win situation for everyone involved. From the companies offering the programs to the employees who participate and the nonprofits receiving their support, everyone benefits.

For nonprofits, knowing how to leverage these programs can lead to stronger community partnerships, increased volunteer participation, and greater impact. By positioning your organization as a go-to option for corporate volunteers, you not only gain valuable resources but also build lasting relationships that could lead to future support.

Embrace the potential of VTO. Then, watch your nonprofit thrive with the help of motivated, passionate volunteers⁠—and the support of their employers!

Ready to learn more about Volunteer Time Off and how you can benefit from the programs? Check out these additional resources:

Scale up volunteer time off with Double the Donation Volunteering.

A Complete Look at Volunteer Grants For Fundraisers

A Complete Look at Volunteer Grants For Fundraisers

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Picture this: A small community center faces the threat of closure due to dwindling funds. Just as all hope seems lost, a group of employees from a nearby tech company begins volunteering with the organization on a regular basis. These volunteers revamp the center’s facilities and organize programs for local youth. Taking things even further, the volunteers’ company matches their hours with generous volunteer grants, ultimately providing the funding needed to keep the center open and serving its community.

This heartwarming story exemplifies the power of volunteerism—and the impact of volunteer grant programs—setting the stage for a deeper exploration of how these initiatives drive social change. And that’s exactly what this guide is here for!

Specifically, we’ll cover the following:

Volunteer grants have the potential to transform volunteerism for organizations like yours. Ready to learn everything you need to know to target these opportunities effectively in your efforts? Let’s begin.

What Are Volunteer Grants? The Basics

Volunteer grants (also called “Dollars for Doers”) are financial contributions provided by companies to support nonprofit organizations where their employees volunteer.

These grants typically match the hours employees spend volunteering (i.e., $25 for each hour volunteered), offering a monetary donation to the organization based on the volunteer time an individual logged.

This benefit encourages employee engagement in community service and enhances the impact of their volunteer efforts overall.

The Value of Volunteer Grants for Nonprofits & Schools

Volunteer grant programs offer significant value to nonprofits and schools by providing essential funding that enhances their programs and services. These grants can help…

  • Offset operational costs
  • Support new initiatives
  • Fund special projects that might otherwise be unattainable

Additionally, they encourage employee engagement, fostering a culture of giving back while increasing volunteer participation through tangible incentives. This collaboration not only strengthens community ties but also amplifies the impact of the organization’s mission, allowing it to reach more beneficiaries and achieve greater outcomes overall.

Scale up volunteer grants with Double the Donation Volunteering.

Essential Volunteer Grant Criteria to Know

Tons of companies offer volunteer grants—from the Fortune 500 to your local mom-and-pop shop down the street. However, each employer that implements a program is able to establish its own unique criteria for involvement.

While it can vary from one company to the next, most volunteer grant programs consider the following guidelines:

  • Employee eligibility — While some volunteer grant programs are exclusive to current, full-time employees, others are extended to part-time and retired individuals as well.
  • Cause eligibility — Many companies will provide grants to any registered 501(c)(3) organization. However, some select or exclude particular causes (often religious or political in nature) from qualifying for the programs.
  • Minimum volunteer hours — There’s generally a set number of hours an employee must reach in order to unlock a volunteer grant. Once they reach the minimum threshold, they can request a grant!
  • Grant amount — Some employers offer lump sum grant amounts (e.g., $500 after reaching 25 hours), while others pay out volunteer grants on an hourly basis (e.g., $25 per hour volunteered). According to 360MatchPro, 80% of companies with volunteer grant programs provide between $8 and $15 per hour!
  • Submission process and deadline — Most companies require volunteer grants to be requested within a certain time frame following the volunteer activity (often a few months to a year). The request process itself can also differ and may require the individual to submit a log of their time.

In order for a volunteer to qualify for and secure a grant on your organization’s behalf, their service should adhere to the above criteria. And the easiest way to uncover this information is with a volunteer grant database! All it takes is a quick search of a company name, and you (or your volunteers) can access employer-specific program guidelines and instructions in seconds.

Marketing Volunteer Grants to Your Supporters

Volunteer grants can have a significant impact on the organizations that receive them. However, they’re often an underutilized funding source, largely due to a lack of awareness among eligible volunteers.

As a result, nonprofits and schools are taking increasingly proactive steps to market these opportunities to their supporters. Here’s how we recommend doing so:

On your website

To effectively market volunteer grants to your nonprofit supporters, leveraging key marketing channels is essential. Starting with your website, create a dedicated page explaining what volunteer grants are, how they work, and how volunteers can apply for them.

This resource should also highlight companies that offer such grants (ideally by embedding a company search tool on the page), making it easier for volunteers to check if they’re eligible and to take the next steps outlined if so.

Within volunteer sign-up forms

Your volunteers are eager to support your cause⁠—especially while actively filling out a registration form for your organization. That said, it’s the perfect opportunity to promote corporate volunteer incentives such as volunteer grants and more.

Within your volunteer sign-up forms, begin integrating messaging about volunteer grants by asking for the volunteer’s employer information. You can even place a short note within the form that explains how their hours could unlock additional funding for your nonprofit. Then, after they sign up, follow up with each eligible supporter to encourage them to request the funds.

In your email communications

Your email communications are another powerful tool for promoting volunteer grants. Sending targeted emails to your volunteer base is an effective way to educate supporters about volunteer grant opportunities.

In these emails, explain how the programs work, the potential impact on your nonprofit, and how volunteers can apply for them through their employers.

Adding reminders about volunteer grants to your regular newsletters can also help maintain awareness. After volunteers complete their service, send them a personalized follow-up email thanking them and reminding them to check if their company offers a grant, making the process feel seamless and appreciative.

Through social media

Lastly, social media can expand your reach and engage a broader audience in the conversation about volunteer grant programs. Regularly post content on platforms like Facebook, Instagram, and LinkedIn that highlights the availability of volunteer grants and the impact they can have. (Hint: Double the Donation users can access free, customizable marketing materials within the 360MatchPro platform to help you get started!)

Sharing success stories from volunteers who have secured grants can be especially compelling, driving traffic back to your dedicated webpage for more information.

By leveraging these marketing channels (and any others your organization is drawn to), your team can not only increase awareness of volunteer grant programs but also make it easier for supporters to take advantage of these opportunities. And in the end, it ultimately unlocks additional funding and deepens engagement.

Wrapping Up & Further Reading

As we’ve seen, volunteer grants can serve as a significant lifeline for nonprofits and schools, transforming hours of volunteer work into vital financial support. By understanding the eligibility criteria and effectively navigating the application process, organizations can harness these grants to enhance their programs and extend their reach within the community.

Whether you’re just starting your fundraising journey or looking to expand your efforts, tapping into the potential of volunteer grants can empower your organization to make a lasting difference. Embrace the opportunity to turn volunteer hours into impactful funding and watch your mission thrive.

Interested in learning more about how your organization can benefit from volunteer grants and beyond? Check out these recommended resources:

Scale up volunteer grants with Double the Donation Volunteering.

Learn everything you need to know about wealth screening for nonprofits.

Wealth Screening for Nonprofits: The Definitive Guide

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As a nonprofit marketer, you strive to create meaningful, lasting supporter relationships, and data is a big part of that. Data-driven strategies can inform your cultivation strategies by letting you know who your donors are. In particular, wealth screening can help you determine how much someone can afford to give and how likely they are to donate to your cause based on past giving behaviors.

In a world driven by technology, donor data is more accessible and helpful than ever. You just need to know what information to collect, use the right tools to gather it, and then fold your results into your outreach strategies.

Whether you’re looking to fund a capital campaign with major gifts or level up your low- and mid-tier donors, wealth screening (along with broader prospect research) is a smart option. At the same time, it might seem daunting if you’re unfamiliar with the basics. This guide is here to help! So that you can tap into wealth screening, we’ll dive into these topics:

At NPOInfo, we work with all sorts of nonprofits to build robust donor profiles. With our data enrichment services, we can help you send more targeted fundraising asks and subsequently deepen donor relationships. By sharing what we know, we’re confident you’ll be equipped to leverage wealth screening at your nonprofit. Let’s get started!

Get a free quote for NPOInfo's financial data appending services.

Let's break down what donor wealth screening is.

What is wealth screening?

Wealth screening is the process of appending financial data and other wealth indicators for individuals. This process helps nonprofits identify and target prospective and existing donors with the greatest capacity to give.

Nonprofits using this service must share identifying information for individual supporters, such as their names and contact information. Then, their chosen nonprofit wealth screening service leverages public record data and propriety philanthropy databases to pull this information. When their file is returned, nonprofits can use the data to segment supporters into groups based on giving capacity and send targeted fundraising appeals.

Here's a definition of donor wealth screening.

Donor wealth screening can help you improve your fundraising efforts.

How do nonprofits use wealth screening?

Guessing who your wealthiest donors are based on hunches or inaccurate data is a risky game. Wealth screening will guarantee that you’re working with accurate data, so you can make informed decisions when planning your fundraising campaigns.

With accurate wealth data, you’ll be able to focus your efforts on the right donors, honing in on those who are likely to make a big impact on your cause. So let’s take a look at four key ways you can fold this process into your everyday marketing and fundraising.

Wealth screening helps you accomplish goals such as tapping into corporate giving and locating major donors.

1. Create realistic fundraising goals.

At its core, donor wealth screening will let you know how much your donors can give. Based on this data, you can set realistic (yet still aspirational) fundraising goals to drive your campaigns to new heights.

Otherwise, you risk underestimating your team and setting goals that are too low. Then, when you reach your campaign’s goal, support may taper off as donors won’t feel as motivated to give if they don’t think you still need donations.

On the other hand, you also risk overestimating your team if you don’t have sufficient wealth data. You may set objectives that are too far-fetched, causing your team to feel deterred when you fall short.

2. Send targeted fundraising appeals.

A well-crafted fundraising appeal is comprised of four primary components:

  • Who you’ll ask to donate
  • When you’ll ask for a donation
  • How you’ll ask for it
  • The amount you’ll ask the donor to give

Data appending allows you to address each of these areas, resulting in a higher return on your investment. Alongside other donor data, wealth screening will help you understand the individual’s giving capacity. Then, you can pair that with their communication preferences and frequency, resulting in a well-timed ask completed with a reasonable amount.

That way, you don’t risk leaving money on the table by asking for too little or much. And as we’ll explore later, you can streamline your outreach further by grouping donors with similar giving capacities, saving even more time.

3. Locate major donors.

Your organization’s major donors are the life source of your work. They’re fully invested in your cause and devote a considerable amount of their hard-earned money to keep your doors open. Donorly’s guide to major donors explains that these individuals provide your cause with its largest, most impactful gifts.

About 80% of individual donor fundraising revenue comes from just 20% of your donors.

That being said, finding these donors and cultivating relationships with them should be a top priority for your team. Wealth screening gives you the information you need to uncover them and create outreach that resonates with them.

By uncovering donors’ current assets and past giving to similar organizations, you won’t waste your time trying to level up donors who aren’t likely to give any more to your cause than they already do.

4. Tap into matching gift opportunities.

Appending financial data can provide valuable employer data, letting you know where your donors work. From here, you can research their companies, flag any that offer matching gift programs, and follow up with anyone who might be eligible.

Around 26 million individuals work for companies with matching gift programs, but only 1.31% of individual contributions made to the average nonprofit are matched, according to Double the Donation’s fundraising statistics.

Knowing this, you likely have a few matching gift opportunities within your own CRM. By finding these opportunities, you’ll double (maybe even triple!) individuals’ contributions, multiplying their impact on your cause.

There are several types of data you can gather from wealth screening for nonprofits.

What data can you receive through wealth screening?

The type of data you’ll receive depends on your nonprofit wealth screening services provider. Pinpoint the type of information you need and then find a provider who can append that data for you. To maximize results, we recommend pairing philanthropic and wealth data, helping you find donors who can give and actually want to give to your cause.

Of course, there’s no limit on how much data you can collect, but there is a limit on how much you should collect! Several factors can point to a donor’s capacity for charitable giving, and some are more valuable than others. Let’s break down the most valuable types of data you might collect. That way, you won’t get buried under unnecessary data!

This chart shows how we can break down wealth screening data into categories.

Wealth markers

When appending financial data, focus on these wealth indicators:

  • Business affiliations. A donor’s business affiliations hint at their net worth and give insight into potential professional connections you can use for networking opportunities. This type of data includes business partnerships, a role on a board, and other types of corporate connections.
  • Profession. Someone’s profession, along with other employer data, can help you estimate their salary and disposable income, which is especially useful if they’re in a high-paying field. You’ll need to know information like their city, job title, and company, so you can research average salaries in their career field and location.
  • Stock ownership. Although these are typically liquid assets, stocks are a reliable wealth indicator that can be used to estimate prospects’ financial capacity. Start researching stock ownership by consulting portals like the one provided by the Securities and Exchange Commission (SEC), which maintains records on publicly traded companies.
  • Real estate investment. The amount of money someone invests in real estate can point to their net worth and signal that they value opportunities to spend their money wisely. In fact, major giving research has found that individuals who own at least $2 million in real estate are 17 times more likely to donate to charity than the average person.

Donor wealth screening research has found that those who own more real estate are more likely to donate to charity.

These wealth indicators will give you a solid foundation to launch your prospect research forward. While they’re not surefire proof of donors’ wealth, they can give you a pretty solid idea of it. Always use your best judgment when analyzing any wealth data and formulating it into your outreach strategies.

Philanthropic markers

While wealth indicators are certainly valuable, they’re not the only indicators of a donor’s giving capacity. Philanthropic indicators that can also point to giving capacity include:

  • Political giving. Political donations can be both a philanthropic and a wealth indicator. You’ll gain insight into their beliefs by determining their political affiliations, allowing you to promote relevant opportunities that align with their values.
  • Previous giving habits. Take a look at each donor’s RFM — the recency of their last gift, the frequency of their donations, and the average monetary value of their gifts. Look at the specific projects and programs they’ve funded to see which resonated with them. While a donor’s past giving to your specific nonprofit is crucial, you’ll also want to know if they’ve given to other nonprofits. This can help you identify what drives them to give and pinpoint other philanthropic-minded donors who share similar values.
  • Past engagement history. Beyond donations, look at other areas of your cause where donors are involved. Perhaps they’ve volunteered, served on your board, participated in advocacy efforts, or joined a peer-to-peer fundraiser. Extra involvement may point to a deeper commitment to your cause and therefore a higher chance of donating.

Determining philanthropic indicators is a vital part of the wealth screening process. Pairing wealth and philanthropic markers will help you determine whether someone’s willing and able to give to your cause. From there, you can craft appeals that feature the appropriate ask amounts and point to areas they’d be interested in supporting.

Follow these tips to get more out of your wealth screening results.

Tips to Get More Out of Financial Data Appending

As you can see, wealth screening is a valuable opportunity for any organization. However, your data is only as valuable as what you do with it. So before you start collecting donor data, have some solid data management strategies in place. In turn, you’ll wind up with organized data that drives greater results for your cause.

1. Clean your database.

Your CRM can quickly become cluttered with data if you’re not careful. That’s why we suggest cleaning your database before employing wealth screening services!

To organize your donor database, we recommend taking a couple of steps, including:

  • Remove duplicate information. Otherwise, you may accidentally screen donors more than once.
  • Purge lapsed and deceased donors. Don’t spend time or money pulling data for donors who haven’t given to your cause in years or who have passed away.
  • Standardize your entries. If each constituent’s data is entered differently, it’ll be difficult to append financial data and provide results in a standardized format. Take some time upfront to put everything in a consistent format.
  • Update outdated or missing contact information. To correctly identify donors during wealth screening, make sure you have as much identifying information as possible. We recommend conducting data appends to fill in outdated or missing contact details, such as donors’ phone numbers, email addresses, and postal addresses.

You want your prospect research to start off on the right foot, and cleaner records will yield more accurate results. This is a solid first step for any nonprofit that wants to append financial data for its constituents.

2. Follow up with new business connections.

After performing a wealth screening, you’ll likely uncover insights about the individual’s business connections. Leverage these findings to form valuable partnerships with companies and expand your donor network.

Let’s look at a few opportunities your organization can use to further your mission and drive revenue:

  • Corporate sponsorship or partnership opportunities. As you complete wealth screenings, perhaps you notice several donors work for the same company—this might point to a potential partnership or sponsorship opportunity. To follow up on this opportunity, reach out to introduce yourself to the company’s leadership. Share that several of your donors work for the business when chatting about a potential partnership, indicating alignment between your values.
  • Matching gift opportunities. Some employers offer matching gift programs where they match their employees’ donations to charitable causes. Research each employer’s guidelines to pinpoint eligible donors. If your development team has enough time on its hands, you might even start conversations with companies that don’t have a program in place already.
  • New workplace giving programs. Once you’ve sparked a relationship with donors’ employers, you can recommend that they start (or improve) a workplace giving program. To make your proposal as effective as possible,  you should share research on how workplace giving correlates with higher employee engagement, improves their reputation in their local community, and helps attract new top talent. Additionally, pinpoint specific corporate social responsibility software and best practices that will make launching the program easier for them.

In addition to wealth screening findings, pay attention to the employer data of your top volunteers. Some companies offer volunteer grants to the organizations their employees volunteer with. Similar to matching gifts, making your organization and the volunteer aware of these programs can earn your mission more financial support at no cost to your supporters.

3. Segment your donors.

While certainly helpful, wealth screening is an extensive process. Segmenting your donors before conducting your financial data append can ease the workload and break down your expansive donor base into bite-sized pieces. For instance, you might segment your donors into categories such as:

  • Recurring donors
  • New donors
  • Event attendees

Screening by group will help your nonprofit focus on specific areas of your fundraising. Then, after you receive your results, you can segment your donors even further to send highly-relevant appeals. For instance, you can group donors based on their giving capacities and specific interests in your programs, making sure they receive the appeals most relevant to their needs.

4. Screen before events.

Leading up to an event, you can perform a wealth screening to increase registrations and create a memorable experience for attendees. For instance, you can leverage the data you gather to:

  • Know who to invite. Before you send out invitations, screen your donors to discover who will enjoy your event the most. For example, you might specifically invite major donors and major giving prospects to an auction where prizes start at high initial bids. Then, you may also invite major giving prospects to a more casual, family-friendly event to form connections with them in a less formal setting.
  • Create better seating charts. Managing guest lists and seating donors can be a logistical nightmare. You can group donors and put like-minded people together so that they can form meaningful connections at the event.
  • Know who to interact with the most at the event. Events are known for their networking opportunities. Make sure your team prioritizes cultivating relationships with those most likely to give to your cause again.

By folding wealth screening into your event management strategies, you’ll create positive environments for your donors, inspiring them to stay connected with your cause long after the event ends.

Carefully choose a financial data appending company with these tips.

Choosing Wealth Screening Services

When it comes to choosing a provider, finding the right one can make a world of difference. Going with an untrustworthy one may result in inaccurate data, which will cause misinformed fundraising strategies and may negatively impact your donor relationships.

First and foremost, you want a provider who works in your industry, so go with one that works in the nonprofit sector. These providers bring a unique understanding to the table that generic data management companies can’t.

In addition to providing the wealth screening services you’ll need, you’ll want to look for these key advantages:

Look for these key aspects in a financial data appending company.

  • Manual verification processes
  • High-quality customer service
  • Standardized formatting for results
  • Accuracy scores to let you know how reliable the data is

NPOInfo offers these benefits, so you can trust you’re receiving the most dependable information out there. Plus, we work exclusively with nonprofits, providing an unparalleled understanding of your organization’s fundraising needs. We’ll help you find the most impactful data points for your cause from publicly and privately available sources, helping you create robust donor profiles with all the donor data you need.

Between appending contact data and employer data, we’ll help you launch your donor relationships forward with our data enrichment services. Reach out to get started!

Get a free quote!

Continue learning about donor wealth screening and other strategies with these resources.

Additional Data Enrichment Resources

It’s time to stop expending your time and energy cultivating prospects who are unlikely to give to your cause. Wealth screening will illuminate high-net-worth people who are eager to support your work. That way, you can focus your efforts on groups most likely to contribute.

This ultimate guide should give you everything you need to get started, but don’t venture into the donor wealth screening world alone! NPOInfo is here to support all your data enrichment needs. Partner with us, build out your donor profiles, and cultivate more valuable supporter relationships with the right data.

In the meantime, keep exploring the vast world of data management with these resources from the NPOInfo team and other trustworthy sources:

Get a quote from NPOInfo and let our team handle your financial data appending.

Explore this guide to learn everything you need to know about phone appends.

Phone Appends: A Nonprofit’s Data Enrichment Guide

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Calling your devoted supporters is one of the most effective ways to cultivate relationships with them and rally more support behind your cause. However, outdated or otherwise inaccurate phone numbers in your database can do more harm than good by wasting your staff’s time. While some supporters will regularly update their contact information with your team, many people won’t. That’s where phone appends come into play!

Phone appends are a reliable way to keep your CRM up-to-date. When you turn to a trusted data append provider with a comprehensive database of contact information, they’ll help you find any missing or old phone numbers for your supporters. In short, this is the easiest way to bring your database up to speed, so your marketing and development teams aren’t constantly sent to voicemail when they call the wrong numbers.

With this guide, we’ll answer any questions you might have about telephone appends before you start looking at providers. That way, you’ll be equipped to determine whether a phone append is a smart move for your organization and when you should get started cleaning up your database. Here’s what we’ll cover:

Phone appends pose tremendous value for your marketing and development answers. Better data means higher ROI for your marketing efforts and more engaged constituents, so if you’re ready to enrich your data, let’s dive in!

This section covers what phone appends are.

What is a phone append?

Phone appending is the process of updating or adding missing phone numbers to constituent profiles using existing identifying information.

Phone appending is the process of updating or adding missing phone numbers to constituent profiles within an existing constituent relationship management (CRM) system. It involves taking the existing identifying information you have for individuals and cross-checking it with an external, comprehensive database of contact information.

Phone append software and service providers will match the name, email address, and postal address from the contact list you share with the information in the database. That way, you can be sure you have the most accurate phone number to get into contact with supporters. This process empowers you to stay connected with your current supporters, re-engage lapsed supporters, and drive engagement to generate revenue for your cause.

A phone append will pull a few types of phone numbers.

What types of information will a phone number append reveal?

There are a handful of different types of phones available today, and chances are, your supporters have likely shared numbers for all three kinds with your organization. These include:

  • Cell phones: These probably make up the bulk phone numbers stored in your CRM. Being able to call supporters even when they’re on the go is ideal for contacting them whenever.
  • Landlines: Though less common, landlines are still useful in specific situations. In fact, there are still plenty of people who only use landlines, making it the only way to contact them.
  • Business phones: These numbers might be more useful for corporate sponsors or other socially-responsible businesspeople in your database.

The good news is that phone appending can help you verify existing numbers and fill in the missing pieces for you for all three types of phone numbers. Having all three numbers for each supporter will make it much easier to contact them.

Just consider the goal you want to achieve with the conversation to determine which numbers are appropriate to call on top of the contact preferences they’ve expressed to your organization.

The phone append process is easy to understand.

How do telephone appends work?

Phone appending is incredibly straightforward, so long as you turn to a trusted provider to handle the work for you. You provide the data, and they’ll handle the rest.

Here’s what you can expect the process to look like when you work with a phone number appending service provider:

  1. Share a list of names, addresses, and other identifying information with your services provider.
  2. They’ll use batch processing to search for any missing or outdated information for all of your constituents using their comprehensive, reliable database of contact information.
  3. They’ll remove any inactive or otherwise outdated phone numbers and replace them with the updated details.
  4. In some cases, your phone number appending services provider will manually check the phone numbers for you to verify accuracy.
  5. You’ll receive a list of contact information for everyone in your database.

This graphic outlines the telephone append process.

If you’d like to update and verify other types of contact data, like employer data for example, NPOInfo can handle that for you all at once! We focus exclusively on employer appends to help you grow your workplace and corporate giving revenue quickly.

To run a append on your own, you’ll need access to your own database of that information, which requires you to find software that will do the phone appending for you. However, this isn’t quite as reliable as having someone who can manually check the data returned to you.

That’s why we recommend turning to a trusted appending services provider for the specific data you’re looking for. They can manually check everything and ensure you’re only given accurate information.

This section describes the concept of reverse phone appending.

What is reverse phone appending?

This is a specific type of phone appending. It’s when you supply only a phone number. Then, the services provider locates the name, postal address, and other supplemental information associated with that phone number.

Phone appends offer plenty of benefits for nonprofits.

How will a phone number append impact your organization?

Whether you’re a national advocacy organization or a local charity, phone appending can positively impact your organization in more ways than you might think.

For instance, you can expect these bonuses by successfully appending phone numbers stored in your organization’s CRM:

These are the key benefits you can expect from a phone append.

  • Enhanced fundraising opportunities. Calling constituents plays into a wide array of developmental efforts. Call your major donors every once in a while to strengthen their commitment to the cause. You can even use phone numbers for specific fundraising campaigns. For instance, a phonathon and text fundraising are some of the best ways to request donations from supporters. If you reach out to people who have previously supported your cause, they’re much more likely to give than if you reach out to people who don’t already have a connection with your cause!
  • Open lines of communication. Easily get into contact with your supporters by quickly calling them up. Having their cell phone numbers also opens up the opportunity for text outreach, so you can share the latest updates from your cause with anyone who prefers to hear from your team via SMS. In fact, fundraising research found that text message audiences grew by an incredible 26% last year, while text message volume grew by 14% for nonprofits.
  • More effective advocacy efforts and political campaigns. Phone and text banking make it easy to reach out to supporters who live in areas affected by a particular advocacy movement or political campaign. That way, you can get them to rally behind your policies and vote for positive change.

Enriching your organization’s data is a powerful opportunity so long as you do so ethically and effectively. In any case, know that you should always adhere to their opt-out preferences. If someone opts out of your phone solicitation, make a note of it. Otherwise, if they keep getting texts and phone calls when they’ve indicated they don’t want to, this will negatively impact their relationship with your cause.

These are the data points you'll need to share with your phone number appending services provider.

What information do you need for a phone append?

You’ll need to provide as much identifying information from your CRM as possible. The more information you can provide, the better!

Some of the information you need to provide includes:

  • Name
  • Postal address
  • Phone numbers
  • Email addresses
  • College/university
  • Last donation amount
  • Last donation date

Don’t worry about extra data in your file. Your phone number append services provider will know exactly what to look for, and as we mentioned, the more data you can share, the better. This helps your phone number appending services provider more accurately identify your contacts and locate the correct contact information.

The price of phone appending depends on a few factors.

How much does telephone appending cost?

Just like timing, phone appending costs vary depending on the number of constituents you have. It also depends on the phone number append service you use.

While it can be tempting to go with the cheapest option you find, bear in mind that spending a little extra often means you’ll have access to a more comprehensive, reliable, and quality database of phone numbers.


Get started with NPOInfo's phone number appending services.

How can you get started with phone appending?

If you’ve decided a phone number append is a smart move, reach out to the data experts.

Here’s what to expect:

  1. Get a quote. Gather quotes from providers who offer this type of service. Quotes will typically be based on your anticipated record count.
  2. Send your records. Securely send your records with the information requested by your provider.
  3. Wait. Appends take some time as providers go through thorough checking and verification processes.
  4. Receive your appends. You’ll receive phone numbers and typically an estimation of accurate the provider is in their results.

Check out these great additional resources to learn about phone appends and other data enrichment practices.

Additional Resources

Your constituents want to hear from you, but reaching out is challenging when you have inaccurate contact information for them! A phone append will clean up your database and ensure you’re calling the right numbers to contact donors, volunteers, sponsors, and any other constituents.

If you’re considering other ways to enhance your donor database, NPOInfo is happy to help with our exclusive focus – employer appends! Just reach out to request a quote, and we’ll make sure to get back to you as soon as possible. That way, you can start successfully reaching out to your constituents – whether by phone or email – about their workplace giving eligibility.

In the meantime, explore these educational resources if you’re still curious about effective nonprofit data management:

 

Learn all about email appends in this comprehensive guide for nonprofits.

Email Appends: The Complete Q&A Guide for Organizations

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Email marketing provides an unparalleled ROI when compared to other channels. Digital marketing research estimates that for every dollar spent, you can expect an average return of $36. That’s a higher return than any other form of marketing. However, inaccurate or outdated data can negatively impact your outreach, making it challenging to get in contact with the correct recipients. That’s where email appends can come in handy.

Email addresses are only valuable to an organization if they offer a reliable communication channel. Email appending is one of the quickest and most accurate ways to verify existing information and expand your marketing lists to include missing contact information. Doing so will empower you to increase your ROI even more for your organization since you can more effectively connect with your constituents.

Even though data append services have been around for quite some time, many organizations still don’t leverage them to strengthen their marketing. To help clarify any of the confusion you have about email appends, we’ll answer these core questions:

Here at NPOInfo, we focus exclusively on employer appends because of their direct ability to grow revenue for your nonprofit through workplace and corporate giving programs, but several other providers conduct email appends. We’ll make sure you’re well-versed on everything you need to know about email appends in case your team is interested in this type of data enrichment. The goal of any data enrichment is for you to be able to supercharge your fundraising in no time!

What is an email append? This section answers that question!

What is an email append?

Email appending is a near-real-time marketing strategy organizations use to verify that existing constituents’ email addresses are the most current ones. It’s also leveraged to fill gaps by acquiring missing emails based on constituents’ existing details, such as their first names, last names, phone numbers, and postal addresses. Its purpose is to provide you with the most up-to-date email addresses for your contacts and grow your email subscriber list.

Organizations that want to leverage this strategy typically outsource the work to a service provider. Professional data append providers have an expansive database of email addresses. You provide your list of constituent information, and your data append provider will match it against their comprehensive, updated database to make sure you have the most accurate and complete information possible.

An email append will help your organization in several ways.

Why should you use email appending?

Appending email addresses reduces your marketing costs, boosts ROI, and helps you reach your audience more effectively. It supplies you with the freshest email address for each contact, so you can be sure you’re connecting with as many donors, volunteers, sponsors, and other stakeholders as possible.

Some of the most crucial factors that make email appending services a resolution for better nonprofit marketing include:

  • Data becomes outdated. HubSpot’s marketing research estimates that email marketing databases naturally degrade by about 22.5% each year. People change their email addresses, unsubscribe from newsletters, make typos when submitting forms, and submit fake email addresses in addition to a host of other things that negatively impact your subscriber list. Email appending resolves that by finding the most valid emails for your donors, volunteers, and other constituents!
  • Improved lines of communication. Quality constituent data means that your email outreach will make it to customers’ inboxes, directly improving deliverability and engagement rates. By cleaning up your supporters’ data, you’ll see higher engagement and open rates for your emails.
  • Highly segmented campaigns at lower costs. Reduce your marketing team’s expenses by supplying them with the data they need to create targeted campaigns. Email appending allows you to fill in missing contact information based on the other information you already have. This makes it much easier to create multichannel campaigns that reach your different supporters across different channels.

These are the benefits that email appends offer.

While email address appending is incredibly beneficial, doing so yourself can eat into your already-limited time. You might have hundreds or even thousands of outdated email addresses in your CRM. Cleaning all that up by hand could take an unimaginable amount of time! Not to mention, it might not be as accurate as a professional email append services’ information.

Instead of wasting staff time by having someone update your database manually, turn to an email append services provider to experience all of the benefits of clean data!

The email append process is incredibly straightforward.

How does an email append work?

One of the best parts of email append services is how straightforward the process is on your end when you turn to a professional provider. You provide relevant identifying information for each of your nonprofit’s constituent profiles, such as:

  • Name
  • Postal address
  • Region (state, city, and country)
  • Phone numbers
  • Last email address on file
  • College or university
  • Class year and major
  • Last gift amount and date
  • A unique ID number

Here are some of the identifying details you'll need for an email append.

Even if you’re missing some of the information listed above, it’s important to provide as much information as possible to increase identification efficiency and accuracy. Your email append services provider will then cross-check it against their premium database of emails.

After validating the data, your provider will send the appended email addresses back to you, letting you know if they found an updated or missing email address and what that email address is. From here, all you have to do is update your CRM, and you’ll have a clean database!

Email appending helps different types of organizations in different ways.

How do email appends help different types of organizations?

Email appending can empower a wide range of organizations to pursue their different marketing goals more efficiently. While turning to a generic provider can be helpful, your best bet is to go with a data append service that targets your unique industry.

Here are a few ways different fundraising organizations might improve their marketing using an email address append:

  • Associations. Member-based organizations like associations are often comprised of geographically-diverse members. Email is a much more efficient way to stay connected with supporters and ensure members don’t lapse.
  • Green nonprofits. What better way to communicate your mission than by exemplifying it yourself? Email outreach eliminates the need for paper and communicates to donors that you take your mission seriously. Make sure you have accurate email addresses to reduce direct mail outreach as much as possible.
  • Schools. After students graduate, it’s easy to lose touch with them. They stop checking their institutional email addresses, and their postal addresses change after they move to start the next chapter of their lives. An email append will help you stay in touch with them wherever they are.
  • Cultural organizations. Zoos, aquariums, museums, and other cultural organizations must maintain membership renewal rates by offering valuable perks such as events. Otherwise, people may let their membership expire. Accurate email addresses will ensure you can send membership renewal letters, promote perks, and share upcoming events with all past visitors.

Email appending can transform your digital marketing, strengthen your supporters’ commitment to the cause, and much more. Take a look at the exact benefits for your type of organization, and you’ll see why it’s such a widespread practice!

Email address appends are incredibly accurate with the right services provider.

How accurate is an email append?

The accuracy of your email append results entirely depends on the quality of your provider’s email address database and the data you provide them. Look for a reputable provider and share as much data with them as possible. This will make your results more accurate.

When returning your appended email addresses, the provider should offer an accuracy rating, demonstrating how confident they are that they correctly identified the right person and their email address based on the data originally provided. That way, you can confidently build your fundraising initiatives on data you trust!

These are some of the factors that play into calculate the price of email append services.

How much does an email address append cost?

Generally speaking, the price of email address appending services varies based on your number of constituent records and your provider’s rates.

Bear in mind that you’re also paying for the quality of data your provider shares, so while one service provider may offer an incredibly low rate, that doesn’t mean you’ll receive the best (or most accurate) information. Accurate and up-to-date contact information most often comes at a slightly higher append rate.

These best practices will help you make the most of email address appends.

What are some best practices for email appending?

While email appending seems like a very straightforward concept, a lot goes into doing it correctly. Between picking a reputable provider and getting your timing right, you’ll need a well-thought-out strategy before moving forward.

If you’re considering using email appending to strengthen your marketing, here’s how you can set yourself up for success:

  • Start with your active supporters who haven’t shared an email address. From here, start moving through your older records.
  • Append email addresses regularly. Whether you append monthly, quarterly, or bi-annually, regular updates ensure your nonprofit’s CRM is the most accurate and complete it can possibly be at all times.
  • Append during the off-season. If you’re launching a big fundraising initiative or project, append email addresses in advance. We recommend wrapping up your ramp-up at least one month before your organization’s peak season.
  • Only append existing and past supporter emails. You should only ever append email addresses for people who have previously connected with your organization. Whether they donated, signed up for your newsletter, or registered to volunteer, you want to make sure you’re leveraging email appending ethically.
  • Research to find the right data enhancement partner. Above all, make sure you use a reputable email append service. Get a sense of their match rate and data append process, and if possible, ask the provider to run a test batch to see how many emails they accurately append for you.
  • Follow opt-in rules and anti-spam laws. For example, if you send emails to anyone who’s previously opted out of communications, you may run into some legal trouble. Make sure to only append email addresses for those who have opted in. As a bonus tip, keeping clear records of when and how supporters opted into communications will help you steer clear of trouble.

When done properly, email appending can promote positive supporter relationships and amplify your cause. These best practices will put you on the right path toward more effective outreach in no time!

Here are the next steps you'll need to take to use email append services.

How can you get started with email append services?

Getting started with email append services is incredibly easy. First and foremost, you’ll need to research and find a provider you’re confident will deliver the results you need without overspending.

From here, you’ll need to update your CRM, let your marketing team know, and start pushing forward with any new fundraising opportunities you see!

Note that we don’t supply reverse email appends at this time, but we’re happy to connect you with one of our reputable partners in the space! We specialize in employer appends if you’re interested in using those insights to grow revenue through corporate and workplace giving reenue.

If you're looking to look more about email appends and data enrichment, check out these resources.

Wrapping Up

Email marketing has the power to produce incredible results for your cause but only if you’re sending messages to deliverable email addresses. So take the time to clean up your email marketing list with email appending, so you can reach your audiences using one of the most effective forms of communication.

If you’re looking to learn more about data appends before getting started, check out some of these great educational resources: