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This document outlines strategies and techniques for soliciting matching gifts in fundraising, covering management, education, corporate involvement, and follow-up processes.
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How to fill out soliciting matching gifts

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How to fill out Soliciting Matching Gifts

01
Obtain the appropriate matching gift forms from your employer or the donor's employer.
02
Fill out the donor's information, including their name, employee ID, and company.
03
Complete the donation details, specifying the amount contributed and the date of the donation.
04
Provide any additional required information, such as a receipt or confirmation of the donation.
05
Sign and date the form, indicating that the information is accurate.
06
Submit the completed form to the matching gift program of the donor's employer.

Who needs Soliciting Matching Gifts?

01
Non-profit organizations seeking additional funding for their programs.
02
Employees who are making charitable donations and want their contributions to be matched.
03
Donors who wish to maximize their philanthropic impact through their employer's matching gift programs.
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Be sure to: Announce matching gift challenges early. Use countdowns to create urgency. Encourage recurring donors to check for matching gift programs. Create email campaigns with matching gift messaging (e.g., Every donation made today will be matched dollar-for-dollar.)
Instead, use the donor's preferred name in the greeting, mention their past contribution, and thank them for taking the time to submit a matching gift request. Make sure you reference their employer and the amount of the donation.
The copy for matching gift vs challenge gift used ECFA's definitions: The ECFA defines a matching gift as one that represents a gift that is contingent on the gifts of other donors to receive it, while a challenge gift represents a noncontingent gift that becomes a "challenge" for other donors to also support the same
When a matching gift claim is paid, you may want to send two letters to acknowledge the receipt of the payment: a letter to the individual who made the original gift and a letter to the organization who made the matching gift payment.
Definition. A matching gift is a philanthropic program through which employers match the charitable contributions made by their employees, effectively doubling or even tripling the original donation.
Here's the basic process a donor will need to follow in order to submit a corporate matching gift request and have it fulfilled by their employer: Step 1: Donor submits a donation. Step 2: Donor determines eligibility. Step 3: Donor submits forms. Step 4: Company makes donation.
Subject line one: “Double Your Impact: Matching Gifts for [Your Nonprofit]'s Supporters.” Use this email to introduce matching gifts and explain how they work. Subject line two: “Are You Missing Out on Matching Gifts? Check Your Eligibility.” Use this email to provide step-by-step instructions for checking eligibility.

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Soliciting Matching Gifts refers to the process wherein individuals or organizations encourage contributions to a charity or nonprofit, with the expectation that their employer or another organization will match those contributions, thereby doubling or increasing the total funding received.
Typically, employees or donors who wish to have their contributions matched by their employer are required to file a request for soliciting matching gifts, ensuring that the employer's contribution policy is fulfilled.
To fill out a Soliciting Matching Gifts request, donors usually need to provide details such as the amount donated, the name of the nonprofit organization, the date of the donation, and any required confirmation from the charity acknowledging the donation.
The purpose of soliciting matching gifts is to maximize the impact of charitable donations, incentivizing individuals to donate more by allowing their contributions to be matched, thus enhancing funding for nonprofits and charitable organizations.
The information that must be reported usually includes the donor's name, the amount donated, the recipient charity's name, the date of the donation, and any documentation or confirmation from the charity.
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