Cause Marketing Examples Most Effective Campaigns

Cause Marketing Examples | 14+ Effective Campaigns

Cause marketing is a great way for nonprofits and corporations to join together for a similar mission. As a result, it’s becoming a key way for corporations to express their philanthropic side while also benefiting their own bottom line.

And if you’re a business or fundraising organization looking for some of the best cause marketing examples to get inspired by, you’ve come to the right place!

In this guide, we’ll walk through several standout campaigns and the ideas that brought each one success. But first, we have to cover the basics.



What is cause marketing?


Falling under the umbrella of corporate philanthropy, cause marketing (or cause-related marketing) looks something like this:

Corporations partner with nonprofit organizations to help them raise money and awareness. In return, this publicly philanthropic action generates more business for the company.

In other words, it’s a win-win situation!



What is corporate philanthropy?


Corporate philanthropy encompasses any actions a business takes to benefit the world around them. Along with (and sometimes in tandem with) cause marketing, corporate donations through matching gift programs are another popular arm of this generosity.

When a company offers a matching gift program, it essentially pledges to match the donations their employees contribute to qualifying nonprofit organizations. Effectively functioning as a “buy one, get one free” sale on nonprofit fundraising, matching gifts allow organizations and their donors to double (and sometimes even triple!) the impact of the original donation.



How to implement smart corporate giving strategies


For nonprofits

The easiest way for nonprofits to capitalize on corporate giving programs is by investing in workplace giving automation. When you leverage an automation platform like Double the Donation’s 360MatchPro, you can scale up your revenue while minimizing the operational lift required of your team.

This allows you to screen your supporter information to uncover available opportunities, trigger personalized outreach that drives participation in such programs, and track and report on corporate giving impact from start to finish.

Plus, you can even use the data collected through matching gift efforts to inform your broader corporate partnerships, such as identifying ideal prospects for which to pitch cause marketing initiatives and more.

For companies

There is also a range of corporate giving management software designed to aid companies in organizing and facilitating their end of a philanthropic partnership. These tools, also known as CSR or social impact platforms, can streamline management of initiatives like matching gifts, corporate volunteerism, annual giving campaigns, nonprofit sponsorships, cause marketing campaigns, and more.

Plus, it’s important to seek the right mission-driven partners and build strong relationships with the organizations a business chooses to support. While Double the Donation is not a corporate-facing vendor, feel free to contact us and we’d love to get you in touch with one of our CSR partners!


With that, let’s dive into some of the most inspirational examples cause marketing that we’ve seen in recent years. Take notes from these successful partnerships, and see which strategies might benefit your team.



CampaignCampaign Type
Light the NightCustom Matching Gifts
Red Kettle CampaignPoint of Sale
Red Nose DayPortion of Purchase
100% for the Planet100% of Sales
Promotions That Give BackSponsorships
Buy a Pair, Give a PairBuy One Give One
PurposeFULLPoint of Sale
Soar With ReadingProud Supporter
Arctic HomeMatching Gifts
Vodka for Dog PeoplePortion of Purchase
Miracle BalloonPoint of Sale
Dawn Saves WildlifeIn-Kind Giving
Empower MintPortion of Purchase
Create-A-PepperInteractive Giving




Cause marketing example - Light the Night


1. Light the Night


Who are the partners?

Light the Night is an annual fundraising campaign hosted by the Leukemia & Lymphoma Society and sponsored by Danaher Corporation.

Campaign Overview

Danaher Corporation hosted a custom matching gift program in partnership with LLS as a way to give back to its community while engaging with its employees. As a part of the company’s Giving Tuesday Now campaign, the company encouraged team members to support the Leukemia & Lymphoma Society’s Light the Night fundraising walk. And in return, Danaher matched employees’ contributions dollar-for-dollar to double team members’ giving impact and grow support for the organization.

Why Their Campaign Made the List

Danaher’s support of LLS started out as a custom matching gift partnership. But since the success of their original initiative, the company decided to establish a standard matching gift program that’s open to nearly all nonprofit causes!

This inspiring cause marketing example illustrates the way that a one-off campaign can develop into a long-term, widely impactful opportunity for both the company and the organizations it supports.

The Leukemia & Lymphoma Society also boasts a complete matching gift strategy in partnership with Double the Donation’s automation platform. This empowers the team to raise even more for their cause through all sorts of corporate giving opportunities available to them.

Interested in learning more? Check out our LLS case study to see how matching gift automation brought the organization’s corporate fundraising strategy to new heights.


Cause Marketing Example - Light the Night and Danaher Corporation

Cause marketing example - Red Kettle Campaign

2. Red Kettle Campaign


Who are the partners?

The Salvation Army Southern Territory partnered with DipJar and local retailers to improve the traditional Red Kettle cause marketing campaign.

Campaign Overview

You’re probably familiar with The Salvation Army’s Red Kettle campaign, which usually takes place during the holidays. Typically, these red kettles or buckets are placed outside department stores and other shops to receive donations.

While this tried-and-true cause marketing strategy has been successful for many years, The Salvation Army realized they were missing out on a large pool of potential donors that don’t carry cash.

To improve their Red Kettle campaign, they partnered with the giving kiosk company DipJar so that they could start accepting donations via credit cards. 

The branded DipJars were placed beside registers at local coffee shops and other retail partners. With these, The Salvation Army was able to gather donations from all interested donors, cash-carrying or not.

Why Their Campaign Made the List

This campaign makes our top spot because The Salvation Army saw a gap in their fundraising potential amidst a significant digital shift, and effectively provided donors with a quick and easy solution. And the companies that partnered with The Salvation Army were happy to implement the new and forward-thinking ideas!

Not to mention, online donations pair well with corporate matching gifts, and The Salvation Army Southern Territory employs 360MatchPro to effectively pursue donation-match opportunities without lifting a finger!


Cause marketing example - Red Nose Day


3. Red Nose Day


Who are the partners?

This campaign was a collaboration between Red Nose Day and Walgreens.

Campaign Overview

This iconic cause marketing campaign originated in the United Kingdom and is now taking the United States by storm.

Last year, the campaign raised a record-breaking $49 million through the sale of over 12 million “red noses” at 9,000+ Walgreens stores nationwide. 

The six-week campaign starts with Walgreens customers purchasing red noses and wearing them to pose for and share pictures as well as to other Red Nose Day fundraising events to spread awareness.

The proceeds from the red nose sales, and additional fundraising events orchestrated by companies and individuals during the campaign, go toward helping lift children out of poverty in the United States.

The campaign is held yearly and experiences great success.

Why Their Campaign Made the List

The Red Nose Day cause marketing campaign stands out because of its fun and playful nature. Plus, it’s so shareable. Donors want to buy a red nose (and many look forward to the campaign each year!) so that they can take pictures and share them with the hashtag #rednoseday.


Cause marketing example - Fundraiser for the Planet


4. 100% for the Planet


Who are the partners?

Patagonia organized this cause marketing campaign with various grassroots environmental organizations.

Campaign Overview

For Black Friday, Patagonia announced that they would give 100% of the day’s sales to support grassroots organizations working to protect our air, water, and soil.

To help support the planet, customers just needed to make a purchase at one of Patagonia’s many stores on Black Friday.  With the help of many loyal customers as well as first-time shoppers, the company was able to raise more than $10 million in sales.

The funds were then contributed to numerous underfunded and off-the-radar nonprofits, ultimately going a long way to make a positive difference for our planet.

Why Their Campaign Made the List

Donating to the cause took no additional effort—donors just had to shop at Patagonia on Black Friday to show their support. Since all the money spent was going toward a good cause, it’s likely that many people purchased more than normal just to support the environmental organizations.

Not to mention, Patagonia demonstrates its devotion to social and environmental good all year round, too. Although the 100% For The Planet campaign was a single-day event, the company commits to contributing 1% of all sales to environmental causes. Plus, Patagonia offers up to $10,000 in matching gifts for all current employees year-round, empowering their own workforce to give back in impactful ways!


Cause Marketing Example - Patagonia's 100% For The Planet

Cause marketing example - Promotions That Give Back


5. Promotions That Give Back


Who are the partners?

Promotions That Give Back is an ongoing partnership between the American Diabetes Association and a number of corporations that support their efforts. Contributors include WeightWatchersHealthyrHilton HHonors, and Survey Monkey!

Campaign Overview

As a multi-faceted campaign, the ADA’s Promotions That Give Back involves several key partnerships with companies’ whose mission statements align with the organizations’ own values. Each partnership is structured in a slightly different way, though they generally all follow a ‘portion of sales’ model of cause marketing.

Why Their Campaign Made the List

This campaign stood out because of the successful collaboration between the American Diabetes Association and their range of corporate partners. Because their missions and visions align so well, each team is able to benefit greatly from the overlapping audiences reached through their ongoing cause marketing efforts.

Plus, the ADA takes a proactive approach to employee matching gift opportunities, too, using Double the Donation’s automation system to identify, tailor outreach for, follow up with, and track available corporate gifts.


Cause Marketing Example - ADA's Promotions That Give Back partnerships

ADA Matching Gifts Page - sample cause marketing campaign

Cause marketing example - Buy Pair, Give Pair


6. Buy a Pair, Give a Pair


Who are the parnters?

Warby Parker partners with various healthcare and medical-related organizations, including VisionSpring.

Campaign Overview

Warby Parker uses the buy-one-give-one model to promote the company’s philanthropic side and give back to communities in need. 

The premise is very simple: for every pair of glasses that Warby Parker sells, the company donates to cover the cost associated with sourcing a pair for someone who would otherwise be unable to obtain them. 

In addition to the donation, their nonprofit partners train individuals in developing countries on how to give basic eye exams and sell glasses at affordable prices, thus making vision care more readily available in the long run.

Why Their Campaign Made the List

The Buy a Pair, Give a Pair campaign is so successful because of its marketing strategy and the ability to capture donors’ attention and raise awareness. And Warby Parker has pulled off one of the most well-known instances of this particular cause marketing strategy!

To market the effort, the company shares information about the program, along with beneficiary stories, on its website and other promotional materials.


Cause marketing example - PurposeFULL


7. PurposeFULL


Who are the partners?

The PurposeFULL cause marketing campaign is a collaboration between Arby’s and Share Our Strength.

Campaign Overview

Since the establishment of the program, Arby’s restaurants across the nation have raised more than $27 million for the organization Share Our Strength. Centered around four key pillars of corporate giving, the PurposeFULL program is designed to support YouthFULL, SkillFULL, ResourceFULL, and FlavorFULL efforts for social and environmental good.

PurposeFULL is a point of sale campaign, meaning that Arby’s asks for donations during the sale of an item usually through a screen prompt, sign, or a direct ask from the cashier. 

The money raised through its PurposeFULL campaign each year goes to provide meals to youth in need throughout America. And it has an overall vision of eradicating childhood hunger and food insecurity!

Why Their Campaign Made the List

Because the PurposeFULL campaign lets donors know how much just $1 can contribute (up to 10 meals!), supporters are able to visualize and understand the tangible impact of their monetary donations.

Plus, Arby’s⁠—under the Inspire Brands umbrella⁠—gives back all year long with its generous matching gift program⁠.


Cause Marketing Example - Arby's PurposeFULL

Cause marketing example - Soar With Reading


8. Soar With Reading


Who are the partners?

The Soar With Reading campaign is a partnership between JetBlue and the nonprofit organization FirstBook.

Campaign Overview

The Soar With Reading program was designed to inspire and encourage children’s imaginations.

JetBlue donates money to FirstBook to help provide books to children in low-income neighborhoods, including through free book vending machines.

Additionally, the Soar With Reading program helps provide schools and educators with diverse reading materials to promote and encourage learning among students.

Why Their Campaign Made the List

The Soar With Reading campaign is successful because the whole company is involved in supporting JetBlue’s partner organization. JetBlue employees are encouraged to volunteer with the Soar With Reading program and make a difference in children’s lives, or even donate toward the cause themselves.

And the company also offers a unique volunteer grant program in which team members are eligible to request free flight vouchers on behalf of the organizations (FirstBook and others) with which they volunteer! So not only are JetBlue employees empowered to get involved with their cause marketing partner in a hands-on way, but they’re also able to provide additional resources at no cost.


Cause marketing example - Arctic Home


9. Arctic Home


Who are the partners?

The Arctic Home Cause Marketing Campaign was created by Coca-Cola and World Wildlife Fund.

Campaign Overview

Coca-Cola has used polar bears as their unofficial mascot for years, so it makes sense that they would partner with World Wildlife Fund to support the conservation of the polar bear and its habitat.

Thus, the Arctic Home campaign was all about building awareness and raising funds through merchandise and online fundraising.

Coca-Cola introduced Arctic Home Coke cans to raise funds and awareness for the organization. With a package code leading to an online donation form, consumers could quickly and easily make a gift to the organization. And Coca-Cola stretched these gifts even further by matching every donation its buyers made!

Why Their Campaign Made the List

By matching the $1 donations of customers who purchased an Arctic Home can, Coco-Cola financially supported and motivated its own audience to give to the World Wildlife Fund. Those small-dollar donations added up quickly, especially since they were being doubled.

Coca-Cola also matches gifts made by its employees of up to $10,000 per team member per year at a 2:1 ratio⁠—effectively tripling its workforce’s donation impact year-round!


Cause marketing example - Vodka for Dog People


10. Vodka for Dog People


Who are the partners?

Tito’s Handmade Vodka and Emancipet partnered together to create the Vodka for Dog People cause marketing campaign.

Campaign Overview

Tito’s Handmade Vodka started their partnership with Emancipet to help care for dogs. And out of that relationship, with a goal to raise both money and awareness for the organization, Tito’s cause-related website, Vodka for Dog People, was born.

On the site, supporters can purchase Tito’s-branded items such as leashes, toys, and t-shirts, making it the perfect pairing of product fundraising and cause marketing.

For the Tito’s product fundraising campaign, all the proceeds from the website go to Emancipet. Meanwhile, the added benefit of fundraising through the sale of branded items means that after someone makes their purchase, they’re promoting the branded nonprofit any time they use the product.

Why Their Campaign Made the List

The Vodka for Dogs campaign uses both online and local fundraising efforts to raise money and awareness for pet care. In addition to the website, Tito’s works with bars and liquor stores to host yappy hour fundraisers for its nonprofit partner. And the company matches donations its employees make to qualifying organizations⁠—including Emancipet and beyond!


Cause marketing example - Miracle Balloon


11. Miracle Balloon


Who are the partners?

The Miracle Balloon campaign is a collaboration between Walmart and Children’s Miracle Network Hospitals.

Campaign Overview

The Miracle Balloon campaign has been an ongoing partnership between Walmart (and Sam’s Club) and Children’s Miracle Network Hospitals for years.

For six weeks of every year, Walmart employees ask for donations from customers at checkout. If donors contribute a dollar or more, they can place their names on a paper Miracle Balloon and place it on the honor wall.

Why Their Campaign Made the List

This cause marketing campaign is effective because it leverages the idea of social proof particularly well. When customers see how many donors have already supported the cause, they’ll be increasingly motivated to participate themselves.

Additionally, while most Walmart and Sam’s Club locations participate, the campaign focuses on locations near a Children’s Miracle Hospital. That way, the organization can encourage grateful patients or those with a loved one who received care at one of the hospitals to donate.


Cause Marketing Example - Miracle Balloon

Cause marketing example - Dawn Saves Wildlife


12. Dawn Saves Wildlife


Who are the partners?

The Dawn Saves Wildlife campaign is organized by Dawn Dish Soap in support of its environmental advocacy partners, International Bird Rescue and the Marine Mammal Center.

Campaign Overview

Since the inception of the campaign in 2006, Dawn Dish Soap has helped save 150,000 marine animals (and counting!) through its generous and ongoing support of the International Bird Rescue and Marine Mammal Centers. And the support the company offers takes place in a few key ways: including donating more than 50,000 bottles of its product and over $4.5 million in cash gifts.

Dawn’s donated dish soap is then used by its environmental partners in direct rescue and rehabilitation efforts of aquatic birds and mammals in need. This includes the organizations’ responses to oil spills and other wildlife emergencies!

Why Their Campaign Made the List

Over the years, Dawn’s cause marketing efforts, specifically in the realm of environmental conservation and wildlife care, has become so completely engrained into its brand. In fact, many of the company’s products now feature the wildlife it’s devoted to—including seals, ducklings, and more. This goes on to further demonstrate Dawn’s commitment to making a difference in the long-term.


Cause Marketing Example - Dawn Saves Wildlife

Cause marketing example - Empower Mint


13. Empower Mint


Who are the partners?

Empower Mint is a key element of Ben & Jerry’s cause marketing campaign designed to benefit the NAACP.

Campaign Overview

Ben & Jerry’s launched a limited-time ice cream flavor that was marketed as a “flavor to benefit democracy.” The campaign that went along with the treat was developed as a way to fight against a voter suppression law and aid in the restoration of the Voting Rights Act.

During the time that the flavor was offered, a portion of proceeds from each sale was donated to the NAACP.

Why Their Campaign Made the List

In addition to its punny naming conventions, Ben & Jerry’s is well-known for being a particularly opinionated brand. And the company has been willing to stand up to its beliefs by supporting a variety of nonprofit causes in order to do so. This is just one example!


Cause Marketing Example - Empower Mint

Cause marketing example - Create-A-Pepper


14. Create-A-Pepper


Who are the partners?

The Create-A-Pepper campaign is a popular example of cause marketing organized by Chili’s Bar and Grill as a way to benefit St. Jude Children’s Research Hospital.

Campaign Overview

Held during National Childhood Cancer Awareness Month each year since 2002, Create-A-Pepper is an interactive fundraising campaign taking place at the Tex-Mex dining chain nationwide. Over the last few decades, the initiative has raised more than $100 million for St. Jude, enabling the research hospital to make great strides in its research, treatment, and support of those affected by life-threatening childhood illnesses.

Why Their Campaign Made the List

Kids and adults of all ages love the opportunity to complete a coloring sheet while waiting for their meals at a restaurant. This cause marketing campaign turns a fun and simple activity into a profitable fundraising initiative that goes to support the patients and families at St. Jude hospital.

St. Jude Hospital also makes it easy for individual donors and corporate partners to get involved in supporting their efforts. This includes a dedicated matching gifts page to promote workplace giving on an individual basis and a corporate sponsorship interest page that promotes mutually beneficial partnerships like cause marketing efforts, one-off match programs, and more!


Cause Marketing Example - Create-A-Pepper

Wrapping Up

As you can see from these examples, cause marketing is an effective way to raise both funding and awareness for a nonprofit cause. Plus, the nonprofit and the for-profit business involved receive significant benefits from the relationship.

If you’re ready to begin seeking such corporate giving initiatives for your organization, we recommend pulling ideas and inspiration from the above successes. And existing donor data—such as your supporters’ employer information and matching gift eligibility—can help you uncover and pursue the best opportunities for your team.

To learn about more nonprofit funding strategies, check out these bonus resources:

  • Full List of Fundraising Ideas.Didn’t find what you were looking for? Check out our complete list of more than 200+ fundraising ideas. You’re bound to find the perfect fundraiser for your organization!
  • Top Companies for Donation Requests. Whether you’re looking for businesses with which to organize a cause marketing campaign or seeking sponsors for an upcoming event, check out this list of over 30 companies that have existing philanthropic programs in place.
  • The Complete Guide to Matching Gift Automation. Many cause marketing programs include matching gift components. Corporate donation-matches are a great way to partner with businesses, engage individual donors, and double your funds! Learn more with this ultimate guide.
Make the most of matching gifts for your organization.
Innovative Discovery top matching gift company example with auto-submission

Company Spotlight: Maximizing Matching Gift Innovation with Innovative Discovery

The list of matching gift companies is endless⁠—and not exclusive to one region, business size, or corporate sector. Instead, employers all over the world opt to match their employees’ charitable donations. Doing so results in elevated corporate philanthropy, team-wide engagement, and even positive brand image.

So what makes one company’s program stand out over another? There are a lot of factors that go into a top matching gift company, including donation (low) minimums and (high) maximums, open eligibility, seamless donor experiences, and more.

One that stands out in all areas is legal services company Innovative Discovery. And we’ll tell you why!

Read on to learn more about:

Ready to get started? Dive in and see what makes Innovative Discovery’s matching gift program top-tier.

What to Know About Innovative Discovery

Founded in 2005 in Arlington, Virginia, Innovative Discovery is a strategic consulting firm and legal services provider to a wide range of corporations and groups. The company partners with government agencies, construction and manufacturing businesses, energy and utility companies, financial services, healthcare and life sciences providers, and more.

Innovative Discovery employees—a combination of technologists, lawyers, and cybersecurity experts—work as strategic consultants to provide authoritative guidance throughout the litigation processes and information lifecycles. Specifically, the consulting group aims to offer unique insights into cybersecurity, data breaches, digital forensics, and high-stakes litigations to set their clients up for maximal success.

Innovative Discovery matching gift company screenshot

This corporation also places a significant emphasis on giving back to the communities in which they operate, including offering community service, nonprofit sponsorships, and more. Plus, they support nonprofit organizations of all shapes and sizes through their generous matching program.

Current Matching Gift Program Guidelines

Innovative Discovery employees have the opportunity to double their charitable giving impact by participating in the company’s matching initiative. Personal gifts made by Innovative Discovery team members of between $25 and $2,500 are eligible to be matched at a 1:1 rate.

Even better, nearly all nonprofits qualify for the program. This includes K-12 and higher education institutions, arts and cultural institutions, environmental nonprofits, and other registered 501(c)(3) organizations.

And the company makes it as easy as possible for employees to take part, driving participation and overall program usage with auto-submission, a new solution from Double the Donation.

Here’s a quick overview of the Innovative Discovery corporate matching gift program eligibility requirements:

  • Innovative Discovery matching gift program guidelinesMatching gift ratio – 1:1 (or dollar for dollar)
  • Qualifying employees – Current full-time and part-time Innovative Discovery team members qualify to request corporate matching donations.
  • Eligible nonprofit recipients – Most nonprofit mission types qualify for Innovative Discovery matching, which includes:
    • Educational institutions (K-12 included)
    • Health and human services
    • Arts and cultural organizations
    • Civic and community groups
    • Environmental nonprofits
    • And most other 501 (c)(3) organizations
  • Submission process – Employees may complete their match request directly following their initial donation on the organization’s giving form using auto-submission or navigate to Selflessly’s online matching gift portal to fill out a brief application.

Learn more about Innovative Discovery’s matching gift program guidelines here.

Standing Out With Matching Gift Auto-Submission Through Selflessly and Double the Donation

The #1 thing that makes Innovative Discovery’s matching gift program so innovative is its participation in newly developed matching gift auto-submission. By partnering with Double the Donation and corporate giving platform Selflessly, ID is streamlining the process for employees getting involved.

Enabling the solution, which recently came out of beta, significantly reduces the time and effort involved in completing a matching gift request⁠. And it can all be done directly from a nonprofit’s website⁠—driving more ID employees to participate. With increased program participation, more funding goes to the nonprofit causes their employees care about. Not to mention, the company itself receives elevated benefits from its corporate giving offerings. It’s a win-win-win⁠—and it’s easier than ever before!

Benefits of auto-submission with Selflessly

Here’s how the matching process works for Innovative Discovery team members using auto-submission:

  1. An ID employee makes a donation directly on their favorite nonprofit’s website and enters their company name⁠—Innovative Discovery⁠—in a donation form field.
  2. On the confirmation screen, the employee enters their corporate email address. They then check a box and authorize Double the Donation to submit the match request on their behalf.
  3. From there, the matching gift request is processed behind the scenes⁠—thanks to the integration between Double the Donation and ID’s corporate giving software Selflessly⁠—and the match funding is paid out to the organization.

Overview of matching gift auto-submission with Innovative Discovery

Learn more about matching gift auto-submission with Double the Donation here.

Innovative Discovery’s CSR Software Partner, Selflessly

Innovative Discovery facilitates its matching gifts and other corporate giving initiatives by leveraging a CSR management software company, Selflessly. Selflessly is framed as an “all-in-one giving platform for CSR,” offering both corporate giving and volunteerism features.

Selflessly logo

Through this software solution, companies like Innovative Discovery are able to:

  • Elevate corporate giving and employee matching with ease;
  • Simplify corporate volunteering and organize team and individual volunteer opportunities;
  • Increase employee engagement by participating in social good;
  • Make the most of purposeful reporting and impact assessments.

Recently, Selflessly was also one of the first providers to participate in the beta program for auto-submission functionality with Double the Donation, making corporate matching gifts easier than ever before.

Other Innovative Giving Initiatives

Innovative Discovery’s website shares that “the primary focus of ID’s corporate philanthropic efforts are nonprofit organizations valued by our employees.” This idea is reflected in the company’s matching gift program as well as additional team-wide efforts for various charitable causes.

This includes:

  • ID Civic Day ⁠— Innovative Discovery’s Civic Day offers an annual opportunity for team members to engage in their communities. Beyond typical PTO, the company offers an additional paid day off work for employees to volunteer with community service projects.
  • Employee volunteer grants ⁠— ID states that the company supports team member philanthropy through matching donations and investments of their time with corporate volunteer grants. When employees volunteer with various causes, the company pays out grants to the organizations to which they dedicate their time and efforts.
  • Steps for Autism team challenge ⁠— Every April, Innovative Discovery employees take part in a workplace giving campaign on behalf of the Autism Society. During World Autism Month, team members compete by department to see who can get the most steps. At the end of the month, ID makes a donation to the Autism Society on behalf of the winning group.
  • Sponsorship for Climbing Blind: Tibet Expedition ⁠— In 2004, Innovative Discovery aided groundbreaking Climbing Blind’s Tibet Expedition. The company sponsored the event by building essential technical infrastructure. With their newly developed interactive website and intuitive web content management system, Climbing Blind had access to the tools they needed to connect climbers with their growing online community.

Innovative Discovery leadership has made it a point time and time again to invest in giving back to their communities. We’re excited to see what they roll out next!


Wrapping Up

Companies like Innovative Discovery are paving the way for more businesses⁠—and the nonprofits, donors, and communities they support⁠—to benefit from groundbreaking matching gift programs with ease. As more and more corporations roll out innovative auto-submission functionality by leveraging partnerships between corporate giving and matching gift-specific technology, the results will continue growing to new heights.

Ready to learn more about standout matching gift companies and practices? Explore other Double the Donation resources here:

Learn more about Double the Donation auto-submission

This guide will cover the basics of challenge gifts to help you leverage this form of giving for your fundraising efforts.

What are Challenge Gifts? A Guide to High-Speed Fundraising

A thoughtful and robust fundraising strategy is key to any nonprofit’s success. As a nonprofit professional, you’re probably always on the lookout for new ideas and strategies to spice up your organization’s fundraising efforts. That’s where challenge gifts come in—when done correctly, this fundraising idea can supercharge your mission with increased gifts.

In this guide, we’ll go over the basics of challenge gifts and empower you to leverage them by covering the following topics:

To maximize the fundraising impact of your challenge gifts, consider investing in fundraising software that will streamline your fundraising processes and efforts. Matching gift software, in particular, will greatly increase the effectiveness of donations made during your challenge gift campaign.

Click to get a demo of Double the Donation’s matching gift software, improving the impact of your challenge gifts.

What is a challenge gift?

This image lists several types of challenge gifts your nonprofit can leverage, also covered in the text below.

A challenge gift is a donation that is contingent on another goal, usually another donation. Usually, the donor will commit to donating a certain amount to a nonprofit if the organization or its other donors fulfill a certain goal or take an action within a certain amount of time. Only then is the donation made.

Common challenge gift goals include:

  • Total money raised. This goal is fairly self-explanatory—essentially, the donor’s gift hinges on the nonprofit reaching a fundraising goal. For example, a major donor might commit to donating $20,000 if the nonprofit raises $40,000 worth of other donations during their next fundraising campaign.
  • Total number of donors. Instead of committing a donation based on the amount raised, some donors choose instead to base it on the total number of donors that give during a set amount of time. The goal for this type of challenge gift is to help the nonprofit recruit more donors. Some challenge donors may specify that they only count first-time donors, while others will count donations made by any donors.
  • Matching gifts. For a matching donation challenge, a major donor or sponsor will commit to matching gifts made by other donors. For instance, a major donor may match gifts at a 1:1 ratio up to $30,000. That means that if you raise $30,000 from other donors, then you’ll receive $60,000 in total. However, if you raise less than the match amount, such as $10,000, then you’ll only receive the match up to that amount, or $20,000 total.

Challenge gifts are a great way for a major donor to inspire and encourage other donors to give, resulting in greater fundraising success for the nonprofit. When handled properly, these challenges can be used to secure future support and improve the sustainability of your organization.

What are the benefits of challenge gifts?

This image illustrates the benefits of challenge gifts, also detailed in the text below.

At this point, you may be thinking: Aren’t challenge gifts just donations with strings attached? Why would I want those instead of straightforward donations?

Although you might feel that way, challenge gifts bring your nonprofit a variety of game-changing benefits. Some of these include:

  • Increase fundraising impact. The most obvious benefit of challenge gifts is that they incentivize supporters to give. Your supporters are invested in your nonprofit’s success, which makes it more likely that they’ll donate so that you can secure challenge gift funds.
  • Attract new donors. If the challenge gift is contingent on acquiring a certain number of donors, it will be especially useful in attracting new donors. Plus, challenge gifts inspire a sense of urgency, providing a compelling reason for potential supporters to engage through donations.
  • Engage board members. Board members who are passionately invested in your nonprofit’s cause may inspire and engage their fellow board members by making a challenge gift for them. For example, a board member might say that they will give an extra $30,000 if the board as a whole gives $200,000 by a certain date.
  • Strengthen existing relationships. The urgency from the time-sensitive nature of challenge gifts will also help you secure donations from previous donors. Alongside a great stewardship plan, challenge gifts can greatly contribute to engaging previous donors and increase retention rates.
  • Form corporate partnerships. Although challenge gift donors don’t have to be businesses, if they are, it presents an opportunity for you to form partnerships with companies that are invested in corporate social responsibility (CSR). Having such a partnership may lead to future support through initiatives such as volunteer grants.
  • Secure long-term support. Aside from short-term support for immediate fundraising campaigns, certain challenge gifts can also help your nonprofit secure long-term funding. For example, a challenge donor may create a bequest challenge for $50,000. Every time someone submits a signed statement that they have put your nonprofit in their estate plan, the donor will release $2,000 from the challenge gift total.

When it comes to boosting your fundraising and securing support, challenge gifts are a valuable opportunity for nonprofits to reliably meet their goals. While the donor dictates the terms of the challenge, the concept itself has a lot of flexibility, as it accommodates multiple types of challenges.

What are the drawbacks of challenge gifts?

We’ve already touched on the main drawback of challenge gifts—the inability to fulfill the challenge, and therefore the loss of the challenge gift funds. The most common restrictions on a challenge gift include:

  • Goal amount. Whether it’s the number of donors or the donation amount, each challenge gift comes with a goal amount that the nonprofit must reach. Without reaching this objective, part or all of the challenge gift might be forfeited.
  • Time. That challenge gifts are time-sensitive creates a great sense of urgency that propels supporters to give. However, that same benefit is also a restriction—your nonprofit only has a set amount of time to reach your goals. This duration can vary greatly, based on the challenge the donor has set.
  • Donation requirements. These refer to any extra requirements that the challenge donor places on gifts that count toward the challenge gift goal. We’ve discussed that the challenge donor might choose to restrict the type of donor that can participate in the challenge, but they can also restrict the type of donation that qualifies. For example, they might specify that the challenge only applies to direct donations and specify that purchases made at a fundraising auction don’t qualify.

Although challenge gifts have their drawbacks, with proper planning and consideration, you can mitigate their disadvantages. While they might put your nonprofit’s fundraising and donor acquisition strategies to the test, the result will be well worth it—a large amount of funds that you can leverage to support your beneficiaries.

Acquiring Support for Challenge Gifts: 5 Tips

To help you make the most of any challenge gifts your nonprofit receives, we’ll go over five tips for acquiring support to fulfill your challenges. Let’s dive in!

This image shows five tips for getting support for your challenge gifts, also detailed in the text below.

1. Create a challenge gift proposal.

While some donors may make a challenge gift unprompted, it’s more likely that your nonprofit will need to specifically seek out challenge donors, much like you seek out sponsorships. To do so, you’ll want to draft a challenge gift proposal to pitch to potential donors.

As you create your proposal, be sure to:

  • Introduce your nonprofit. Provide a general overview of your nonprofit’s mission, beneficiaries, and the purpose of the challenge gift that you’re requesting.
  • Give any relevant context. If there’s any relevant information that would help contextualize your proposal, add it. For example, if your nonprofit works with individuals experiencing homelessness and the weather is much colder than usual in winter, you may say that you’re fundraising for warm winter clothing.
  • Outline your goals. Whether your goal is to obtain funds, new donors, or bequests, outline it in your proposal. Be specific—for instance, you may say that you want to raise $100,000, attract 500 new donors, or obtain 300 bequests.
  • Determine the challenge details. Lay out the general details of your challenge so your potential challenge donor knows exactly what is expected of them. Let’s say you want to raise $100,000. In your proposal, detail that you want to do this through a matching donation challenge, where your challenge donor matches $50,000 worth of donations at a 1:1 ratio to help you meet your overall goal of $100,000.
  • Detail the benefits. Aside from describing what you need from your challenge donor, let them know what they’ll be getting from your partnership as well. For instance, if you partner with a company, include their logo and branding on your promotional materials. That way, they can access potential customers amongst your nonprofit’s supporters.

Keep in mind that your challenge gift proposal should look different depending on which potential donor you’re trying to connect with. Just as you would segment your regular donors based on their interests and preferences, make sure to tailor your proposal based on the donor’s gift capacity and previous engagement with your nonprofit.

2. Strategically connect with challenge gift donors.

This image lists several types of challenge gift partners to connect with, also covered in the text below.

There are different types of potential donors that you can connect with to pitch challenge gifts to. When first starting, we recommend reaching out to similar types of potential donors to get a better feel of interacting with them and minimize the number of proposals you need to customize.

In general, most challenge gift donors fall into one of the following groups:

  • Local businesses. When connecting with local businesses, focus on the benefits that you bring to the local community and how that will bring greater success for the business. For instance, your nonprofit’s environmental focus might enhance a business’ neighborhood and bring in more customers.
  • Large corporations. Large corporations will likely have more money to donate as a challenge gift to your cause but require more effort when forming a partnership. Keep your pitch focused on the benefits that they receive from the partnership. This could look like a shoutout from your nonprofit or a mutually beneficial CSR partnership.
  • Major donors. Especially if they’ve previously made donations to your nonprofit, major donors are invested in your mission and strongly want you to succeed. For these pitches, you can discuss more in-depth the benefits that your nonprofit will receive while emphasizing how their previous support impacted your success.
  • Foundations and grantmakers. For this group of potential challenge donors, you’ll likely go through a rigorous application process to be considered. However, foundations and grantmakers exist to provide support to nonprofits, so you can focus your application on what your nonprofit gains.
  • Celebrities and influencers. Celebrities and influencers receive a large boost in reputation for being associated with charitable causes such as your own. Plus, their influence will greatly increase the visibility of your challenge. Be sure to take both of these factors into consideration as you craft your appeal to this group of potential donors.

To help you narrow down the potential donors you should connect with, focus on those who have already indicated a philanthropic interest in some way. For example, businesses with existing corporate citizenship or CSR initiatives that align with your cause will be more open to aiding your nonprofit.

3. Thoroughly promote your challenge gifts.

Ensure that your challenge gifts drive the impact you desire by thoughtfully promoting them to all of your nonprofit’s supporters. Use the following marketing channels to do so:

  • Your website
  • Direct mail
  • Email
  • Text or SMS
  • Social media

Send communications before and during the challenge to drum up excitement and secure support. Provide all relevant details to supporters so they know how they can help. For example, if your goal is to acquire 100 first-time donors, ask your supporters to reach out to their friends and family to appeal for first-time donations. Provide templates for social media posts and emails that they can use to make their appeals easier.

Additionally, be sure to focus your messaging on urgency and speed. Emphasize the approaching deadline and don’t be afraid to send multiple messages during the challenge as reminders. To make this process more efficient, consider using a marketing tool to streamline your promotional efforts.

4. Maximize your gift impact.

When properly planned and marketed, one of the great benefits of challenge gifts is a boost in the number of donations made during the challenge. Maximize the impact of gifts by diving into matching gifts.

If you’re new to matching gifts, they are a form of corporate philanthropy where employers match their employees’ donations to nonprofits. Although most match at a 1:1 ratio, particularly generous companies may match at a higher ratio, such as 2:1 or even 3:1.

This is how it works:

  • An employee donates to a nonprofit.
  • The employee submits a donation match request to their employer.
  • The employer reviews the request.
  • The employer approves the match and donates the matching funds to the nonprofit.

As around $4-7 billion of matching gift funds is estimated to go unclaimed every year, it’s clear that one of the biggest obstacles to obtaining matching gift funds is awareness.

During a donation challenge period, you’ll be sending out many communications to supporters to urge them to donate. Maximize the impact of those donations by also reminding supporters to look into their employers’ matching gift programs. With a small amount of effort from them, they’ll be able to greatly increase the funds that you raise. Plus, it won’t require them to gift more of their money!

Click to book a demo of Double the Donation’s matching gift software, improving the impact of your challenge donations.

5. Celebrate achievements and goals.

When the period set by your challenge gift has ended, be sure to celebrate all achievements and goals met with your supporters. Recognize all the donors that have given during this time and thank them for participating in the challenge. Even if you didn’t meet your goals, saying a simple thank you goes a long way toward facilitating long-lasting and fruitful relationships.

If you did meet your goals, then consider hosting a celebration! This can take the form of a donor appreciation event, where you invite all those who gave to come and have fun. Or, if your donors are spread all over the country or the globe, send gifts to them instead. These don’t have to break your budget, as they can be small trinkets or merchandise branded to your nonprofit.

The most important thing here is to let your donors know that your success would not be possible without them. Show your genuine gratitude so that donors are incentivized to continue supporting your mission.

Additional Resources

Challenge gifts are an incredible opportunity for your nonprofit to buckle down and meet its goals. They also incentivize increased giving from your supporters through gamification, making them a worthwhile gift to receive.

If you’re interested in learning more about nonprofit fundraising opportunities, check out the following resources:

Click to get a demo of Double the Donation’s software to increase challenge gift donation impact.

Explore 25+ inspiring corporate volunteering ideas, as well as how to maximize employee engagement, in this comprehensive guide.

25+ Top Corporate Volunteering Ideas to Inspire Employees

Expectations of the modern company have changed. To many people, a successful, noteworthy company is not just one that earns profits or offers enticing employee benefits. To win the support of employees, consumers, and other stakeholders, you must also stand as an advocate for social change. That’s where corporate volunteering comes in.

77% of consumers are more motivated to purchase from companies with CSR initiatives. By facilitating corporate volunteering, your company can power social good while engaging your employees in meaningful, rewarding activities. Whether you already have an established philanthropy program, or you’re just looking to launch one, you’ll need to build a repertoire of compelling volunteer ideas to inspire employees to participate.

We’ve compiled over 25 inspiring in-person and virtual ideas, along with tips on making the most of each corporate volunteer experience, in the following sections:

Chances are, many of your employees enter their roles expecting more than just responsibilities and a paycheck. Through corporate volunteering, you can help them find a larger purpose in their roles and encourage them to stay with your company for the long term.

Beyond corporate volunteering ideas, learn how to boost employee engagement in your philanthropy programs with auto-submission integrations.

Corporate Volunteer Activities: FAQs

Before we explore corporate volunteer ideas to engage your employees, let’s answer some frequently asked questions to get you started on the right foot.

What is corporate volunteering?

Corporate volunteering, or employee volunteering, refers to the time and skills that a company’s employees dedicate to charitable causes as part of their combined corporate social responsibility (CSR) efforts.

Since the estimated national value of every volunteer hour is $31.80, corporate volunteering allows companies to make a substantial difference in supporting nonprofit missions worldwide and leave a lasting impact on society.

What are the benefits of corporate volunteering?

While it’s clear that volunteering brings significant benefits to nonprofits, it can be very rewarding to your company as well. By incorporating corporate volunteering ideas into your philanthropic initiatives, you can:

This image summarizes four benefits associated with leveraging engaging corporate volunteering ideas for your company, detailed below.

  • Promote team-building. A winning company culture relies on team-building. By assembling employees for a corporate volunteer event, you’ll help them develop collaboration and communication skills that they can then apply to their roles.
  • Boost employee retention. It’s one thing to have your employees show up for work every day. It’s another to have them fully invested in their roles and your company’s overall success. Corporate volunteering enables you to better engage your employees by creating a sense of community and purpose among them. This makes them more likely to stick around year after year.
  • Increase talent acquisition. According to a survey conducted by Paul Polman, 76% of U.S. employees want to work for a company that is trying to have a positive impact on the world. If your company makes it clear, through its corporate volunteering efforts, that it’s committed to the common good, then you’ll attract many more socially conscious job seekers to your roles.
  • Elevate your reputation. Ultimately, corporate volunteering demonstrates that your company is interested in more than making profits. This can go a long way toward building trust and cultivating support within your community.

While other corporate giving initiatives, such as community grants, can lead to similar benefits, corporate volunteering is one of the most popular and effective ways to directly engage employees in your social impact.

Click through to learn how one top corporate giving company facilitates its corporate volunteer activities and maximizes employee engagement.

15 In-Person Corporate Volunteering Ideas

In-person corporate volunteer activities allow your employees to get directly involved in their local neighborhoods. Consider the following ideas to start engaging employees and strengthening connections with your community:

1. Organize a community cleanup.

Keep America Beautiful estimates that there are nearly 50 billion pieces of litter along U.S. roadways and waterways. Gather your employees to clean up a local park, beach, or other public space in your local area. This will not only create a more beautiful place for everyone to appreciate, but it will also reduce pollution and protect wildlife in the area.

Furthermore, this corporate volunteering idea can inspire local residents to pay more attention to their carbon footprint and how they can take better care of the community in which they live.

2. Spend a day at an animal shelter.

Enlist your employees to help out at an animal shelter for a win-win corporate volunteer activity. They’ll improve the lives of animals in need of homes, and at the same time, experience a boost to their mental health. Studies indicate that spending time with dogs can raise oxytocin and dopamine levels in people, which promote happiness and reduce anxiety.

There are a variety of volunteer roles that your corporate employees can fill at an animal shelter, such as walking dogs, taking pictures of adoptable animals, and cleaning up the shelter.

3. Build homes for people in need.

If your employees spend much of their time sitting in front of a desk, this corporate volunteering idea provides a wonderful opportunity for them to get active for a worthy cause. To organize this activity, you’ll typically partner with a nonprofit, such as Habitat for Humanity, that can oversee your employees’ efforts and guide them through the construction process.

Bank of America is one standout company that champions affordable housing, with a 30+ year partnership with Habitat for Humanity. Their employees spend about 35,000 a year supporting the nonprofit’s initiatives and making a difference in the lives of people facing housing insecurity.

4. Visit a senior center.

There are numerous roles that corporate volunteers can fill at a senior center. Depending on your employees’ skills and interests, they can:

  • Speak with and provide companionship to residents.
  • Lead arts and crafts activities.
  • Help with administrative tasks.
  • Assist with meal preparation.

Beyond lending a hand with daily activities, your employees can even plan and host a holiday party or another type of special event to brighten up residents’ lives.

5. Partner with a homeless shelter.

Last year, homelessness in the United States reached record highs. Support your local homeless shelter and assist an increasingly vulnerable population by:

  • Preparing and serving meals.
  • Helping children with their homework.
  • Sorting donated clothes and other goods.
  • Leading life skills workshops, such as resume writing.

Planning a corporate volunteer event at a homeless shelter is an opportunity for your employees to make a direct impact on the lives of other people in their community. They can not only help raise awareness about homelessness, but also build meaningful relationships with people in need of compassion and support.

6. Help out at a food bank.

Visiting a food bank is a popular volunteering activity for companies and individuals alike. Employees can work together to sort food at the facility, and then transport and distribute these supplies to support hunger relief in the community.

Disney is another company that has a particularly impactful corporate volunteering program. Employee participants in Disney’s VoluntEARS program often team up with food backs to address the needs of thousands of food-insecure community members. Beyond that, they get involved in initiatives ranging from making blankets to recording bedtime stories for children living in rural areas.

7. Support a school improvement project.

Engage your employees in enhancing the education of local students by participating in a school improvement project. These projects might involve:

  • Renovating classrooms.
  • Making improvements for accessibility.
  • Beautifying the school through landscaping and gardening.
  • Expanding and updating a school library.

This corporate volunteering idea is a stellar way to invest in the future generations of your community. To get started, reach out to local schools and identify those in need of support. With a thoughtful approach, your company can build lasting partnerships and set up more corporate volunteering opportunities in the future.

8. Donate blood.

According to the American Red Cross, someone in the United States needs blood and/or platelets every two seconds. Your company can either host its own blood donation drive or encourage employees to attend one that another organization is holding in the local area.

Before the event itself, be sure to provide educational materials to employees to highlight the importance of donating blood and include basic details on how the process works. This ensures that more employees feel comfortable participating when the day rolls around.

9. Run a donation drive.

Beyond donating blood, your employees can arrange and run a donation drive for a range of essential supplies and resources. For instance, your company could collect:

  • Clothing
  • Food
  • Books
  • School supplies
  • Pet supplies

In addition to encouraging employees to give their new and gently used items, you can invite everyone in your community to get involved. This can help your company cultivate new relationships with potential customers and job seekers while furthering your CSR goals.

10. Start or maintain a community garden.

Establishing or maintaining a community garden allows your company to leave a lasting impact on its community. If there isn’t currently one in your local area, consider renting out a vacant lot and creating a plan for how the garden will benefit everyone in the neighborhood.

If there is an existing community garden nearby, assemble a team of corporate volunteers to help with weeding, planting, and harvesting.

11. Plant trees as a team.

80% of consumers are more likely to buy from and 84% of employees are more likely to work for a company that stands up for the environment. Demonstrate your company’s commitment to the environment and engage your employees in a team-building exercise with tree planting.

One of the easiest ways to organize a tree-planting activity is to partner with a nonprofit or local conservation group dedicated to the environment and reforestation. They’ll have the expertise to guide your employees on how and where to plant saplings.

12. Offer a mentorship program.

Consider launching a mentorship program to facilitate connections between your employees and community members. Employees can volunteer their time to support mentees in areas such as:

  • Resume writing
  • Job interviews
  • Career advancement

Your company can choose to offer a virtual mentorship program as well. This would enable more people outside of your local area to participate, including remote employees.

13. Participate in a literacy program.

Literacy programs are essential resources that empower people of all ages to improve their communication skills and set a foundation for their future success. There are numerous ways your employees can support a literacy program, from serving as a reading buddy to creating educational resources for participants. Or, your company can even create its own.

Costco has its own Volunteer Reading Program that allows employees to support students in schools, community centers, and after-school programs. The company engages over 2,600 volunteers and even provides all the reading materials for the program.

14. Prepare and distribute care packages.

Throughout the year, or following a specific incident such as a natural disaster, your employees can assemble and distribute care packages to people in need. These can include anything from hygiene supplies to first aid kits.

Last year, for example, Delta volunteers delivered grocery boxes on Martin Luther King Jr. Day and care packages for service members during USO Fleet Week events.

15. Host a sports clinic.

By hosting a sports clinic, your company can encourage both its employees and community members to engage in physical activity to promote well-being. The process is simple:

  • Choose a specific sport or activity based on employee or community interests.
  • Find a suitable location for the clinic.
  • Promote the event in your community.
  • Enlist employee volunteers to run the clinic.


With this corporate volunteering idea, your company can demonstrate its dedication to health and wellness in society.

11 Engaging Virtual Corporate Volunteer Ideas

For companies with remote or hybrid employees, putting together in-person corporate volunteer events may not be as practical or effective. Plus, some employees may want to participate in social change beyond just their local communities. In these cases, consider incorporating some of the following virtual corporate volunteer activities into your program:

1. Tutor students online.

About one-third of school leaders indicate that they don’t have the capacity to provide frequent, one-on-one tutoring to all students who need it, and nearly 20% report that they can’t even provide regular tutoring. By engaging your employees in online tutoring, your company can alleviate staff and resource shortages at educational institutions.

With video conferencing platforms such as Zoom, your corporate volunteers can offer one-on-one tutoring sessions with students. In doing so, they’ll be able to support academic excellence and make a tangible difference in the lives of individual students.

2. Provide translation services.

This virtual corporate volunteering idea is ideal for multilingual employees. Many nonprofits serve diverse populations, which means they may interact with people who prefer communicating in another language. In fact, nearly 66 million people, or around 21.6% of the U.S. population, speak a language other than English in their homes.

To help nonprofits make their services more accessible to everyone, your employees can translate documents, website content, and more.

3. Teach language classes.

Encourage your company’s multilingual employees to teach language classes as part of your corporate volunteering activities. They can conduct these classes over Zoom and facilitate practice discussions among online participants.

To make it easy for your employees to get involved, consider creating language learning materials that they can use in their classes. This way, they can dedicate their time to teaching without having to worry about creating a comprehensive curriculum or worksheets.

4. Plan skills-based workshops.

Your employees are a diverse group of individuals with their own interests, skills, and hobbies. Empower them to share their expertise by hosting workshops for people who are interested in learning a new skill. As a form of skills-based volunteerism, these workshops could focus on topics such as:

  • Business management
  • Art
  • Cooking
  • Leadership
  • Financial Literacy

If these workshops are related to employees’ roles, they can have the added benefit of reinforcing their skills and knowledge to boost their performance in the workplace.

5. Create content for nonprofits.

To secure enough support for their missions, nonprofits need to produce content to spread awareness and solicit donations. Your employees can assist nonprofits with their marketing efforts in various ways. For instance, they can:

  • Write blog articles.
  • Craft social media posts.
  • Produce short videos.

This corporate volunteering idea leaves employees with a finished product that they can look back on with pride.

6. Pitch in with graphic design.

If your employees have an eye for graphic design, consider having them offer their services to nonprofits. There are many areas where having well-designed images and graphics can come in handy, including:

  • A nonprofit’s website
  • Social media
  • eCards
  • Flyers

Whether a nonprofit is looking to redesign its logo or revamp its website, having graphic design services can go a long way toward reaching and engaging new supporters.

7. Help with social media management.

According to Nonprofit Tech for Good, 87% of nonprofits regularly use social media for digital marketing and fundraising. However, with so much activity on social media, it can be a challenge for them to stand out among all the noise. Enlist your social media-savvy employees to help nonprofits by:

  • Creating eye-catching social media content.
  • Scheduling posts to maximize engagement.
  • Interacting with followers.

Doing so will free up more time and energy for nonprofits to focus on other mission-critical activities, such as delivering services to their beneficiaries.

8. Assist with grant writing.

Nonprofits need to seek funding from a variety of sources to continue fulfilling their missions. Many foundations and corporations offer grants to cover program or project expenses—however, a nonprofit must submit a compelling application before they can access those funds.

Since effective grant writing takes time and effort, this is an excellent opportunity for your company to pitch in, especially if you have employees with strong writing and communication backgrounds. They can research grantmakers, help write proposals, and proofread everything before submission.

9. Coordinate remote volunteers.

A nonprofit organization may have plenty of volunteers willing to dedicate their time and skills. Without proper volunteer management, however, they won’t be able to make the most of the resources at their disposal.

Recruit your employees to take over some key remote volunteer coordination responsibilities by onboarding, communicating with, and organizing volunteers in other areas of the world. This creates impactful, satisfying experiences that encourage volunteers to continue supporting a nonprofit time after time.

10. Offer coding support.

If your employees have coding experience, bring them together to offer coding assistance to nonprofits. They can lend a hand with:

  • Cybersecurity best practices
  • Web development
  • General IT support
  • Staff training

Additionally, consider opening up support beyond nonprofits and planning workshops for those interested in developing their programming skills.

11. Host virtual fundraising events.

Encourage your employees to take the lead in fundraising for nonprofits by hosting online fundraising events. Doing so allows them to tap into their personal networks and cultivate new supporters for a nonprofit’s mission. Get creative as you determine which types of fundraisers will appeal most to your employees and be sure to poll them on which organization or cause should receive the funds raised.

For instance, you could plan a virtual walk- or run-a-thon that employees can participate in by using their treadmills at home. Additionally, consider hosting silent auctions, raffles, and other contests such as a trivia night.

How to Put Your Corporate Volunteering Ideas into Action

Now that your company has some engaging corporate volunteer ideas up its sleeve, it’s time to start planning an experience that employees will be excited to take part in. Follow these steps to set your next event up for success:

This image displays four steps to follow when planning corporate volunteering ideas for your company, explained below.

  • Gather employee feedback. Survey your employees in advance to determine which types of corporate volunteer events, activities, and nonprofit causes resonate most with them. Use these insights to guide your planning.
  • Spread the word about upcoming opportunities. Ensure that your employees are aware of upcoming opportunities, so they can make room in their schedules to participate.
  • Communicate about nonprofit causes. One effective way to engage more employees in corporate volunteering is to share more information about the nonprofit causes that they’ll have an impact on. This may inspire them to sign up for your next event and make a difference in the community.
  • Consider offering incentives. For employees who are on the fence about participating, add an extra incentive such as paid volunteer time off (VTO) or a free lunch after volunteering to encourage them to get involved.

If you haven’t already, consider investing in workplace giving software to make planning and participating in corporate volunteer activities easier for everyone. A high-quality solution will streamline processes such as promoting volunteer opportunities and tracking employee hours.

Beyond corporate volunteering ideas, learn how to boost employee engagement in your philanthropy programs with auto-submission integrations.

Maintaining Momentum After a Corporate Volunteer Activity

For your corporate volunteer program to be successful in the long term, it’s important to understand that each event is not a one-and-done activity. Consider these tips to maintain momentum and keep your employees engaged after volunteering:

This image displays tips for maintaining momentum after planning corporate volunteering ideas for employees, described below.

Practice recognition

Show employees that you value their participation by recognizing them for volunteering. There are several effective ways to do so, including:

  • Social media shoutouts
  • eCards
  • Branded merchandise

Furthermore, invite employees to give feedback on their experiences to demonstrate your commitment to providing them with more enticing volunteer opportunities in the future.

Share impact

Don’t leave your employees wondering whether their volunteer efforts actually left a meaningful impact on the world. According to VolunteerMatch, 66% of volunteers are motivated by making a difference in their community. Use multiple channels to celebrate the results of each volunteer event, including:

This image illustrates three channels to share impact on after engaging employees in compelling corporate volunteering ideas.

  • Website
  • Email newsletter
  • Social media

Doing so will both maintain employee engagement within your company and boost your reputation among customers and other stakeholders in the community.

Promote other corporate giving opportunities

Beyond taking part in your corporate volunteer activities, there are many ways employees can contribute to your philanthropic goals. For instance, consider offering volunteer grants to nonprofits after employees volunteer a certain number of hours with them.

Matching gifts are another popular program among many businesses, offered by 65% of Fortune 500 companies. Whether your company already has one in place or is considering starting one of these programs, check to see whether your corporate giving software integrates with the latest matching gift tools. Innovative features such as auto-submission, for example, make it easier than ever for employees to submit matching gift requests.

Wrapping Up: Enhancing Your Company’s Social Impact

As with any company initiative, remember to adopt an improvement mindset from the get-go. Identify and track relevant metrics to unearth insights for improving your corporate volunteer program over time. This ensures that you engage more employees and power more impact year after year.

To learn more about corporate philanthropy and employee engagement best practices, take a look at these additional resources:

Expand your impact beyond corporate volunteer activities by learning about innovative matching gifts tools such as auto-submission.

 

Explore everything you need to know about hosting phonathons and read advice from phonathon professionals in this guide.

The Ultimate Phonathon Playbook for Nonprofits: 16 Pro Tips

In the world of nonprofit fundraising, few strategies have stood the test of time as effectively as the phonathon. While technology has transformed the fundraising landscape, the power of a well-placed phone call can still work wonders.

Phonathons may seem like a relic of the past, but they remain a tried-and-true resource for all sorts of nonprofits and higher education institutions to engage donors and raise money. While the benefits of a phonathon campaign are straightforward, running a successful campaign isn’t easy. A lot of hard work goes into powering these campaigns, but they can generate incredible results for your cause — especially when you know how to identify donors eligible for matching gifts from their employer⁠s.

So, how do you optimize your phonathons and drive even greater results with matching gifts? We’ve compiled a number of tips and tricks to effectively communicate with your donors about matching gifts and raise more in phonathon revenue overall. By the end of this guide, you’ll be a phonathon pro and ready to start dialing!

This graphic explains several steps and tips for hosting a phonathon.

Want to find out how to optimize your organization’s upcoming phonathon to raise more? Let’s cover the basics before diving into tips that will transform your next campaign.

Download your free matching gifts guide, so you can leverage corporate giving during your phonathon.

The Fundamentals of Phonathons

Making the most of any type of campaign requires you to understand the basics of how they work. Let’s make sure you have the background knowledge you need before crafting your phonathon plans.

What is a phonathon?

This graphic provides the definition of the word phonathon, written out below.

A phonathon is a fundraising campaign in which organizations call supporters to solicit donations and engage with them. During a phonathon, trained staff or volunteers make outbound calls to donors to encourage contributions, share mission updates, and strengthen relationships via personalized conversations.

Often hosted by nonprofits and educational institutions, phonathons are a valuable tool for connecting with supporters, increasing donor retention, and boosting fundraising revenue. Successful phonathons require effective training, well-prepared scripts, and donor management systems to track and manage interactions.

What role do matching gifts play in phonathons?

Corporate matching gifts have the power to double (or sometimes even triple) the contributions your donors make. Through these CSR programs, companies offer to match their employees’ donations to charitable organizations. However, they often implement eligibility criteria alongside minimum and maximum donation amounts they’re willing to match.

By adding matching gifts to your phonathon strategy, your campaign will see even greater success. If you can capitalize on that potential during your phonathon, you’ll see a massive increase in raised funds. In fact, our matching gift research found that 84% of donors are more likely to donate if a match is offered. Meanwhile, 1 in 3 donors actually indicate they’d give a larger gift if matching is applied to their donation.

If you play your cards right, you can raise a lot more during your phonathon with corporate giving. You’ll just need to let donors know how to check their eligibility and submit a match request to their employers. After all, who wouldn’t want to double their contributions without reaching back into their own wallet?

1. Focus on the larger mission.

The most successful fundraising campaigns are focused on more than raising a certain dollar amount. If you can help donors understand why your cause is a worthy one, then you are far more likely to succeed. By highlighting the larger purpose of the campaign, you can motivate both donors and callers to feel good about what they’re doing!

To illustrate our point, take a look at two possible phonathon script introductions:

  • Phonathon Script Introduction #1: “I’m calling on behalf of University X to raise money for our annual phonathon campaign. Would you consider making a donation of $100 to the university’s endowment fund?”
  • Phonathon Script Introduction #2: “I’m calling on behalf of University X to raise money for our annual phonathon campaign. Would you consider making a donation of $100 to the university’s endowment fund? Every dollar you donate will go to scholarships for students in financial need!”

See the difference? In both cases, the caller is asking for the same dollar amount. But in our second example, the donor understands how their donation will be helping someone in need.

2. Create a standardized script for your phonathon.

For many of your callers, this will be their first phonathon campaign. The idea of getting on the phone with prospective donors or school alumni to ask for donations can be extremely intimidating.

Creating a detailed and interactive script can help ease the nerves of new callers when requesting contributions and standardize the giving experience. Here are the key components to any phonathon script:

This graphic outlines a typical phonathon script that callers can use.

  • Introduction: Answer the most basic questions: Who are you? What is your relationship to the organization running the campaign? Why are you calling?
  • Statement of purpose: Why is your organization asking for donations? What will the contributions be used for?
  • First ask: Make the initial request for a donation. What is the suggested donation amount? If the donor has made a donation previously, how much should the caller suggest they donate this year?
  • Gift confirmation: Success! How do we close the deal? How do we accommodate different payment methods?
  • Answers to common objections: Not everyone wants to donate. How do we respond to common objectives such as a lack of interest, recent issues with the organization, or other giving priorities?
  • Non-pledge close: For those calls that don’t end in success, it’s important to help close the conversation gracefully to maintain the relationship with the donor.

A great script is arguably the most important component of a successful phonathon, as it’s a resource that every caller will use. Spend significant time working with your organization’s communication director to put this resource together.

3. Include matching gifts in your phonathon’s scripts.

With over 26 million individuals working for companies with matching gift programs, many of your phonathon donors are bound to be eligible for a corporate match. Your callers should always ask donors if their employer offers a matching gift program.

Here’s how (it’s as easy as A-B-C!):

  • A: Ask every time. Few donors are thinking about (or are even aware of) matching gifts. In fact, 78% of those 26 million match-eligible individuals don’t know whether their companies offer these programs. Introduce the concept to see if they have any information about their employers’ corporate giving opportunities off-hand.
  • B: Be persistent. Donors sometimes default to, “I don’t think so,” when asked if their company will match their donation. Have callers ask for their employer’s name and then quickly research that specific company using our database.
  • C: Come prepared. If a donor has submitted a matching gift in the past, come to the call prepared with the company’s matching gift information. Make the process simple and easy for your donors.

Being well-versed in matching gifts and anticipating donors’ questions can go a long way in driving more matches to completion! You’ll be impressed by how much you raise in matching gifts during your phonathon.

An Example of This Strategy in Action

Let’s walk through an example of how to properly incorporate matching gifts into your script. A normal phonathon call will consist of the following steps:

  1. The caller introduces themself and the organization that’s fundraising.
  2. The caller asks the potential donor if they are willing to donate.
  3. The potential donor says yes/no.
  4. If the answer is no, the caller politely thanks the prospect for their time and ends the call.
  5. If the answer is yes, the caller begins the donation process with the new donor and helps guide them through the experience.

Once the donation is secured, have your caller make the matching gift ask. Use a template similar to this:

Many companies actually match donations made by their employees to schools and other nonprofits. Do you know if you or your spouse works for a company that offers a matching gift program? I’m happy to do a quick check to see if your company will double or possibly triple your donation.

Scripts take the guesswork and pressure out of calls. Plus, if you standardize your request process, you’re in a better position to evaluate and adjust it according to the results.

4. Practice for your phonathon with mock calls.

Having a team of well-trained callers is the secret to any successful phonathon campaign.

Prepare callers by organizing mock calls. During this time, they’ll read through the provided script and respond to a variety of different “donor personas.” See how they respond when a donor has questions about the campaign, voices objections, or wants to complete their transaction. Include some matching gift-related questions to ensure volunteers are prepared, too.

Proper preparation will help callers feel more at ease when it comes time to dial a real donor’s phone number. Plus, it can help get some of the roadblocks and uncertainties out of the way early!

5. Schedule calls when donors are home.

One of the most common challenges for phonathon callers is simply reaching donors in the first place.

To improve the chances that your donors pick up the phone, consider calling during the hours when they are most likely to be home and available. These are some of our recommended times to do so:

This graphic explains the best times to call to reach donors during a phonathon.

  • Monday – Thursday, 6-9 p.m. If you call within this time window, most donors will be home from work. Yet, it’s early enough that you reduce the risk of waking anyone up. After all, cranky donors rarely give donations.
  • Sunday, 4-9 p.m. At this time on a Sunday, most donors will be finished with their weekend errands and are likely available for a conversation.

Make sure that you’re planning to reach donors when they’re ready and able to chat for the greatest fundraising success.

6. Set nightly/weekly fundraising goals for your phonathon.

Setting goals greatly increases your chances of fundraising success. Encourage your callers to set nightly or weekly donation goals to instill a sense of accomplishment when they reach and exceed their objectives.

Then, there are plenty of opportunities to use these metrics to improve your fundraising results. We suggest that you:

  • Identify any knowledge gaps and situations where additional training is needed.
  • Assign your most effective callers to your highest-value prospective donors.
  • Communicate the concrete donation impact of your callers’ fundraising goals.

Setting detailed objectives helps your organization keep track of how many donations you bring in within a certain timeframe. You can even leverage some friendly competition among callers this way!

7. Use phonathon management software.

Consider purchasing phonathon software from a well-established vendor, such as industry leader Wilson-Bennett Technology’s DonorConnect. This type of tool can save you time, money, and many of the technical headaches that would ordinarily get in the way of a successful campaign.

Common tasks that phonathon software handles include:

  • Managing and updating your donor database.
  • Automating pledge verification via email.
  • Tracking call results.
  • Issuing reports on campaign progress.

By automating these time-consuming tactical steps, you can spend your time managing callers, increasing donations, and engaging in deeper relationships with supporters.

8. Train phonathon callers on matching gifts.

Using matching gifts to boost phonathon funds starts and ends with your callers. These individuals are the voice of your campaign, working hard to help you fulfill your mission. They need to be prepared to explain matching gifts and answer any questions a prospect may have.
While you may understand the value of capturing employer data and pursuing a matching gift from your donors, your caller and digital engagement teams may not. Make sure the people who will engage in those real-time conversations understand the what, why, and how of matching gifts.

Invest in a matching gift database to make researching donors’ eligibility a breeze. Then, consider these four components of effective matching gift phonathon training:

  1. Materials: Document how callers should ask about matching gifts and the process by which they should share company rules, guidelines, and instructions.
  2. Speakers: Who at your organization is responsible for matching gifts? Invite this team member to speak with your callers.
  3. Practice: Have your callers pair up and do trial runs on a few matching gift companies. Provide feedback as needed.
  4. Coaching: Like with anything, there’s always room for improvement. Listen for matching gift asks during calls and provide guidance to improve techniques.

Ensuring your team is on the same page about matching gift goals will make the ask that much easier when the opportunity arises. Check out this video for ideas to integrate matching gifts into your phonathons and everyday fundraising efforts:


You’ll need to teach them about the latest technology, such as matching gift auto-submission, too. This feature cuts out a few steps in the request process when donors fill out your online donation form. They’ll click a checkbox to opt into auto-submission. If their employer uses CSR software that integrates with our tools, our software will automatically fill out their match request to their employer.

Overall, being a caller for a phonathon is no easy task. But with proper training, you’ll situate your callers in the best possible position to make matching gift asks.

Make sure you prepare your phonathon volunteers to talk about matching gifts. Click here to read a guide to the fundamentals.

9. Implement screening and segmentation.

Make the most of your callers’ (and your donors!) time by pre-screening and segmenting your calling list beforehand in terms of matching gift prospects.

Think of it this way: would you rather call 10 people and have one person respond positively, or call five and have three people respond positively? By segmenting your contacts prior to reaching out, you ensure that each call is a valuable use of your team’s time and resources.

For matching-gift-related segmentation, you’ll enact a three-point process:

  1. Pre-screen your file for matching gift eligibility. It is likely that a sizable percentage of your existing prospects are matching gift-eligible. Know who they are in advance by researching local matching gift businesses and determining donors’ eligibility.
  2. Append relevant information to your file. Append employer data and phone numbers to either your entire file or best prospects.
  3. Segment your calling list accordingly. Assign your best callers to high-value match-eligible prospects. Not only are those candidates’ donations likely to get matched, but they are likely to have higher average donation amounts. If they don’t respond the first time, this group might even be worth a second call!

Increasing matching gift eligibility awareness is only going to help your campaign. Give your callers the information they need to have the biggest impact.

Of course, call volume is always going to be crucial for successful phonathons. But if your organization can be even 10% more deliberate about who you’re calling, you can significantly increase your call conversion rate.

10. Prepare for donor questions.

Some donors will be hesitant to give, especially if they’ve never contributed to your organization before. If they have questions about your mission, your particular fundraising need, or anything else that might be holding them back, you’ll want to have the answers prepped and ready.

Additionally, your donors might have questions about matching gift opportunities. Be sure your callers are able to provide basic information on company gift-matching by answering questions such as these:

  • What is a matching gift?
  • How do I figure out if my company will match my gift?
  • What’s the submission process, and how does auto-submission work?

Making sure that everyone is on the same page with regard to these questions ensures that your callers give supporters the most thorough, accurate information and drive as many donations as possible.

11. Equip callers with matching gift resources.

Do your callers have the information they need to help donors? You can’t expect them to memorize the program guidelines for all the thousands of companies that offer matching gifts⁠—so where can they find that information to pass along?

That’s where your matching gift company database comes in! This type of tool allows users to conduct a quick search of an employer’s name and receive detailed guideline information in seconds. Equip callers with access to this comprehensive database to uncover the following:

Before your phonathon, give your volunteers access to this relevant matching gift information with a comprehensive database.

  • Employee eligibility
  • Types of qualifying nonprofits
  • Match ratios
  • Match minimums and maximums
  • Forms and guidelines
  • Submission deadlines and instructions

Providing callers with ample information will help them quickly and easily answer common questions from donors. Once a donor has expressed interest in requesting a matching gift, you want your caller to be able to help in any way they can. Don’t miss out on a matching gift due to a technical or otherwise avoidable issue!

12. Follow up with match-eligible donors.

If a donor has expressed interest in matching gifts on the phone, your organization should follow up afterward to increase the likelihood of turning that interest into action.

Immediately after the conversation, send an email with matching gift request instructions for the individual’s employer. You’ll also want to include matching gift reminders across various donor communications, including:

  • Pledge acknowledgments: When confirming a donor completed their pledge, encourage them to check their eligibility, or if you know they’re eligible, direct them to their employer’s form.
  • Thank yous: When showing appreciation for your donors, include matching gift reminders, encouraging them to take their impact even further.
  • End-of-year reminders: Many companies set deadlines for match requests at the end of the calendar year. Remind donors to submit their requests before time runs out!

Telling donors their gift is eligible for a match is only one component of boosting matching gifts. It’s far more valuable if you pair that information with actionable next steps.

We also recommend embedding matching gift information into your website. Give your alumni and supporters a trusted place to find their matching gift information and next steps on an easy-to-find webpage, so they can take action after speaking with your ambassadors. This helps interested supporters discover gift matching and double their own donations!

Click here to learn more about marketing matching gifts year-round and during specific campaigns like phonathons.

13. Track and incentivize successful conversations.

Are your callers held accountable and rewarded for their overall fundraising and matching gift performance? One of the best ways to ensure that callers know how important matching gifts are to your phonathon is by implementing incentives.

Giving your callers something to work towards will only help your fundraising efforts. Then, once they reach and surpass their goal, provide them with a small token of appreciation⁠, such as a t-shirt, hat, mug, or even public recognition!

Tracking and incentivizing fundraising results also gives you a positive metric for tracking caller proficiency and efficiency. This enables you to define where your phonathon is doing well and where it has room for improvement. Once you’ve isolated those areas, you’ll be in a great position to adjust your efforts as needed.

14. Keep an eye on trends in employer information.

As you start to collect employer information from your alumni and supporters, you may notice trends in company data. Be sure to ask questions like these:

  • Do a lot of your donors work for the same companies?
  • In similar industries?
  • In specific locations?
  • Do those common companies your donors work for have strong matching gift programs?
  • Is there a concentrated area of match-eligible donors you could target for your next campaign?

These are all characteristics you can determine with greater accuracy the more donors you collect employer data from. While these are nice-to-know facts for general fundraising initiatives, they can also have a more significant impact on your greater matching gifts strategy.

Therefore, make sure you’re considering matching gifts when analyzing those trends for future initiatives. You never know when that information could come in handy for future events, digital outreach, or even a future phonathon!

15. Integrate your fundraising and matching gift tools.

Phonathons and other digital engagement events can be huge operations, and a lot can get lost in the shuffle if you don’t have the right tools. Luckily, providing a scalable system for your fundraising ambassadors and callers is an easy and effective way to organize your donor data. With matching gifts added to the mix, you’ll want an automated system to take care of all the nitty-gritty details for you.

Phonathon Software Integration

We recommend using a phonathon system to manage all your digital engagement needs⁠—particularly one that integrates with powerful gift-matching tools! Donor Connect by Wilson-Bennett Technology and 360MatchPro by Double the Donation offer an integrated solution that allows callers to retrieve and communicate valuable matching gift information when speaking to donors in real time.

It takes virtually no effort from your team to set up the integration, and you’ll be able to start using it right away in your next digital engagement event. Automate the best practices listed above by incorporating the autocomplete search tool within Donor Connect scripts, automated email outreach, and regularly updated donor data.

Matching Gift Auto-Submission Integrations

A big part of driving greater matching gift revenue is simplifying the process for donors and their employers. That’s where matching gift auto-submission comes in handy.

Many companies leverage CSR software to manage employee giving programs. When these companies use platforms that integrate with our tools, this is how streamlined the match request process is:

  1. A donor gives using your organization’s online donation page.
  2. They enter their corporate email address and click a checkbox to opt into auto-submission.
  3. If eligible, our tools will automatically complete their match request.

It’s that simple! Otherwise, they’d need to fill out the form themselves. Leading CSR software like Givinga, Millie, POINT, and Selflessly enable auto-submission, so be aware of donors who work for companies that use these platforms. From here, make sure your phonathon volunteers know the basics of how this software works, too!

Bonus! Fundraising advice from phonathon experts

Hear from the phonathon fundraising experts at Wilson-Bennett Technology: a phonathon management services and software company serving nonprofits since 1998.

Todd Smith

Founder and CEO – Wilson-Bennett

Todd Smith is the CEO and founder of Wilson-Bennett Technology, which provides phonathon services.

Ensure training is ongoing throughout the campaign and each caller receives assistance, along with reminders, before calling begins each session.

We always encourage callers to excel while teaching methods to overcome negative comments.

During training, be sure to explain campaign policies and procedures, ensuring callers make the highest quality call on behalf of your institution.

Rob Schlitts

Former President – Wilson-Bennett

Rob Schlitts was the president of Wilson-Bennett Technology, a phonathon service company for charitable organizations.

“Play chess with your phonathon.”

Matching the right prospects up with the right caller makes for a great connection, conversation, and ultimately a gift. Your alumni and student callers will both enjoy the ability to connect with prospects who share similar traits and experiences.

A well-trained student caller will always be the engine of a successful phonathon.

Wrapping Up

In an age of social media, texting, and online transactions, the human element of fundraising can get lost in the shuffle. Thankfully, phonathons offer a unique opportunity to bridge the gap between technology and personal connection.

Many organizations recognize that traditional phonathons remain a smart fundraising strategy. However, most don’t think about the potential of incorporating matching gift promotions into those invaluable donor conversations.

By following these tried-and-true phonathon fundraising tips, you can set up your team⁠—and your mission⁠⁠—for long-term success. Looks like it’s time to get calling!

For more information, be sure to check out our other educational fundraising resources below:

Click here to download a resource about matching gifts and learn how you can multiply money raised during your phonathons.

How to Offer the Ultimate Employee Giving Experience

How to Offer the Ultimate Employee Giving Experience

Picture this: you’re the owner of a mid-size technology company that employs around 100 staff members. You’ve been brainstorming ways to boost employee morale and show your target customers that you run a value-driven business making its mark on the world.

You stumble across the idea of corporate philanthropy and, more specifically, employee giving. Quickly, you realize that this one concept can help you meet your previously stated goals⁠—and the tax break would be an added bonus!

You decide to take the plunge and invest in developing a workplace giving initiative that will simultaneously benefit your company, your employees, and a wide range of charitable organizations.

But how can you ensure your staff will actually want to participate? By offering them an employee giving experience that prioritizes their wants and needs and is as simple a process as possible!

Here’s how you can do that:

  1. Inform employees of available workplace giving opportunities.
  2. Provide employees with ample ways to give.
  3. Make it simple for employees to determine eligibility guidelines.
  4. Ensure your company is listed in corporate giving databases.
  5. Incentivize participation in employee giving programs.
  6. Simplify requests with auto-submission functionality.

In this guide, we’ll dive into these valuable tips for employers like yourself looking to make the most of their workplace giving programs.

Ready to get started with our first step? Let’s begin!

Make sure employees are informed about your employee giving experience.

1. Inform employees of available workplace giving opportunities.

Before you can expect employees to participate in your workplace giving initiatives, you’ll need to ensure your staff is made aware of these programs in the first place. Prior to that, you’ll need to determine which types of giving programs you’ll be offering:

Here are a few of the most common examples:

  • Matching gifts: Your company matches employee donations to qualifying nonprofits, often dollar for dollar.
  • Custom matching gifts: Your company selects a particular nonprofit and commits to matching employee donations to that cause.
  • Volunteer grants: Your company provides nonprofits where employees regularly volunteer with monetary grants.
  • Employee stipends: Your company allocates a dollar amount to each employee annually, which they donate to the nonprofit of their choice.

Regardless of the combination of giving programs you choose, informing your staff about the new offerings and how to get involved is of utmost importance.

According to matching gift research, 78% of individuals eligible for corporate giving programs are completely unaware. As a result, they’re not able to make the most of these philanthropic initiatives.

We recommend providing informational materials that outline your corporate giving programs to all existing staff to get started. For example, you might hold a meeting, send a company-wide email, share a pamphlet, and add an explainer to your employee handbook. Then, be sure your staff knows where to go to seek additional details on the program!

Going forward, you’ll want to educate all new team members about workplace giving opportunities as well.

An optimal employee giving experience means offering multiple ways to give.

2. Provide employees with ample ways to give.

There are tons of ways that individual donors can support nonprofit causes⁠. So when you create your workplace giving program, your offerings must be inclusive of all types of employee giving.

Top donation channels might include (but are not limited to):

  • Nonprofit websites
  • Online giving tools
  • Peer-to-peer campaigns
  • Text-to-give
  • Direct mail
  • Recurring gifts
  • Phonathons
  • Paycheck deductions
  • Event pledges
  • Workplace giving or CSR platforms

The opportunities are endless⁠—and each staff member at your business might have a different favorite way to give.

According to the same matching gift studies above, “96% of employees at companies with matching gift programs have a strong or very strong preference for their company to match donations made directly to a nonprofit (such as through the nonprofit’s website, peer-to-peer fundraising platform, or mail) rather than only matching donations through a workplace giving software platforms. The more options an employee has to give and to get their gift matched, the more likely they are to utilize available company matching opportunities.

To offer the best employee giving experience, 96% of employees prefer their company to match donations made directly to a nonprofit.This means that, in order to provide a positive employee giving experience for everyone, be sure to keep your giving (and matching) channels open.

Make your program guidelines accessible to improve the employee giving experience.

3. Make it simple for employees to determine eligibility guidelines.

As you work to ensure your company is well-informed about the existence of your employee giving programs, it’s equally critical that your programs’ eligibility guidelines are readily apparent as well. But what are these so-called guidelines?

Let’s take matching gifts (i.e., one of the most-used forms of workplace giving) as an example. In order for employees to participate in your company gift-matching initiative, you’ll need to provide your staff with the following information:

  • Donation minimums and maximums: This is the range within which you’ll match employee donations (e.g., $50-1,000).
  • Match ratios: This determines the rate at which you match employee donations. This is typically dollar for dollar (1:1) but can go up to 2:1 or 3:1 as well.
  • Qualifying types of nonprofits: You might choose a particular type of mission (e.g., environmental organizations) or exclude categories of recipients (such as houses of worship).
  • Qualifying types of employees: Most companies match gifts made by all full-time employees, while others may open the programs up to part-time workers, retirees, and even employee spouses
  • Submission deadlines: Your submission deadline is the date by which employees must submit a matching gift request to your company in order to be eligible to receive a match. This may be a certain number of months or align with your calendar or fiscal year.

Because these criteria are necessary for employees to determine their eligibility for a company match, it’s important that you communicate this information effectively. Ensure your guidelines are provided in any previously mentioned explainer materials and even on your business’ website. Even interested employees won’t likely be willing to search high and low for this information. If it is hard to find, you’re likely creating an unnecessary obstacle to program success.

Here’s an example of what these criteria can look like:

Providing employees with accessible guidelines improves the employee giving experience.

Plus, as a general rule, keeping your guidelines as open as possible will provide an optimal employee giving experience for your staff. For example, when you set low minimums, high maximums, and generous deadlines, more individuals’ gifts will qualify for your programming. The more employees who qualify, the more will participate. And you know that higher your levels of participation, the more advantages brought to your company.

Ensure your company is listed in corporate giving databases to simplify the employee giving experience.

4. Ensure your company is listed in corporate giving databases.

One of the easiest ways employees can uncover your aforementioned program guidelines is by accessing a corporate giving database. This is essentially a compilation of information on thousands of businesses and their available corporate giving programs.

For example, Double the Donation offers the industry-leading database for matching gifts and volunteer grants. Thousands of nonprofits utilize this comprehensive tool⁠—likely many of the same ones your employees will support.

Double the Donation help ensure a positive employee giving experience.

For organizations that leverage Double the Donation’s embeddable search widget, donors are typically prompted within the donation experience to enter their employer information in search of matching gift eligibility.

If your employees follow this process, you don’t want them to search your company name, only to be met with “no results found.” This can cause discouragement in the process, even if they know how to locate your program guidelines elsewhere. Plus, many well-intentioned donors simply forget to follow up after losing their initial giving inertia.

So what can you do to avoid this scenario? Make sure your business is listed in corporate giving databases, complete with your programs’ eligibility criteria and links to submission forms.

Luckily, Double the Donation accepts submissions for new companies to add to their most comprehensive database, making it as easy as possible for your business to increase its program reach. As a result, you provide the simplest, most optimal employee giving experience while actively supporting their favorite charities.

And if you go the custom program route with a nonprofit partner that uses Double the Donation’s matching gift database, the organization can ensure the program is added correctly using the platform’s one-off match program management feature!

*While 360MatchPro offers custom matching gift program management functionality, this feature is designed specifically for fundraisers looking to manage custom matching gift initiatives—360MatchPro does not work directly with corporations. If you’re a company interested in creating a matching gift program, contact us, and we’ll share information about our corporate vendor partners.

Custom matching gift programs' backend management for a positive employee giving experience

That way, your nonprofit-specific program will populate in that organization’s company search tool but won’t appear as an option for other nonprofit causes in order to avoid confusion.

Incentivize giving to improve the employee giving experience.

5. Incentivize participation in employee giving programs.

By now, your employees should be aware of your employee giving initiatives in place and understand how they can participate. But what if your staff requires a little extra push to get involved with your philanthropic efforts?

That’s where strategic incentivization comes in!

If you want to encourage individuals to partake in new employee giving experiences, consider motivating the team with giving goals⁠—either in terms of percentage of overall participation or in total fundraising goals.

Once your team reaches the predetermined objectives, you might treat the company to rewards like these:

  • Catered lunches
  • Additional PTO
  • Casual dress days
  • In-house masseuse services
  • Gift card rewards
  • Professional development opportunities
  • Company apparel and/or swag

Be sure to remind your employees that the ultimate benefit of a well-run workplace giving program revolves around providing mission-based organizations the funds they need to change the world. But some extra motivation never hurts, either!

Improve your employee giving experience with auto-submission

6. Simplify requests with auto-submission functionality.

Want to increase employee participation⁠ in (and satisfaction with) your workplace giving programs? Make it as easy as possible to get involved. And it’s never been easier than with auto-submission!

Here’s what you need to know:

The Historic Submission Process

Once an employee determines that they qualify for a workplace giving program⁠—such as matching gifts⁠—they’ve traditionally been required to complete a request process put in place by the company they work for. Typically, the individual will be asked to provide basic information about their donation (e.g., amount, method of giving, date the gift was made, etc.) and the organization to which they contributed (such as its mission, mailing address, tax ID number, and more).

New Auto-Submission Functionality

Matching gift auto-submission functionality recently came out of beta. Now some programs can offer the new functionality, which substantially streamlines the process for donors and increases the likelihood that matches will be submitted. Instead of asking for all of the above-listed information, companies taking part in auto-submission simply request the individual’s corporate email address. The software ecosystem will take it from there to process, approve, and disburse funding for the match.

How matching gift auto-submission works

Leveraging Auto-Submission Providers

If you’re interested in getting started with auto-submission capabilities, the easiest way is to partner with a CSR management platform that already offers the functionality through a seamless integration with Double the Donation’s innovative technology. These currently include the following providers:Companies and vendors offering an optimal employee giving experience

If you already work with a CSR platform that doesn’t yet offer this functionality, consider reaching out to your provider to advocate for the technology. After all, auto-submission is available with no added cost⁠—it’s free for both the matching gift company and the software vendor they use⁠—so you can offer the ultimate employee giving experience to your team.

Keep in mind⁠—the more employees who take part in your company’s matching program, the better the results you can expect to see in terms of team member engagement, brand reputation, and more. And auto-submission abilities set your team up for continued success on all accounts!


There’s little to no purpose in investing in an employee giving program if nobody at your workplace will participate. To drive participation, you need to look at your employee giving experience from a staff member’s perspective and determine whether it’s a positive one.

So provide ample opportunities and avenues for giving, make available programs known, simplify the processes involved, and incentivize participation. This can make a world of difference⁠—to your workforce, your community, and even your company’s bottom line.

Interested in learning more about employee giving? Check out our other educational resources:

Find out how to drive corporate philanthropy at your company!

This guide will cover the top employee engagement companies and what they’re doing well that your company can emulate.

Top 7 Employee Engagement Companies Leading By Example

Employee engagement has become an increasingly important part of organizational success. After all, businesses with engaged employees are 23% more profitable than companies whose employees are not engaged.

However, if you’re just starting to prioritize employee engagement, it can be difficult to determine where to begin. It can be helpful to take a look at what other companies are doing to engage their employees to gain actionable insights into how your organization can handle your new priority.

To show you how you can center employee engagement in your organization, we’ll cover the following topics in this guide:

Before we dive into the companies leading by example with their employee engagement programs, you need to understand what exactly employee engagement is and why it’s important. Let’s get started!

Click to learn more about matching gift auto-submission and how it helps employee engagement companies.

What is employee engagement?

This image shows the different levels of employee engagement at companies, also covered in the text below.

Simply put, employee engagement refers to the level of emotional and mental connection an employee has to their team, general workplace, and employer. This translates to the employee’s commitment to the organization and dedication to achieving its goals. There are four different levels of employee engagement:

  • Highly engaged. Highly engaged employees have very favorable opinions of their team, workplace, and employer as a whole. They’re extremely committed to their organization and willing to go above and beyond to help achieve its goals. Plus, they’re likely to motivate other employees around them with their positive attitude.
  • Engaged. These employees like their work but might feel less satisfied about certain aspects of the organization. While they’re still committed to their organization’s success, they’re less likely to go above and beyond their call of duty than highly engaged employees.
  • Unengaged. Unengaged employees feel unattached to their team, workplace, and employer. They’re not committed to their organization and not dedicated to helping achieve its goals. While they’re not unhappy with their work, they aren’t happy either. These employees usually fulfill the bare minimum of their responsibilities and little more. They’ll put time into their work but not their energy or passion.
  • Disengaged. These employees are actively unhappy with their work and may even be resentful that their employer isn’t meeting their needs. This discontent may result in them acting out on their unhappiness, underperforming in their responsibilities, and even undermining the work of their more engaged coworkers.

As you begin evaluating the general engagement levels at your organization, keep in mind that engagement does not equal enthusiasm. It’s easy to look at a happy employee and assume that they’re engaged with their work. However, employee engagement is tied to your organization. Ask yourself: Is this employee connected to their work alongside being a happy person?

What are the benefits of employee engagement?

This image outlines several benefits of employee engagement at companies, also detailed in the text below.

We’ve lightly touched on a few benefits of employee engagement. The main one is profitability—employees who are determined to help your organization meet its goals are more likely to do their best to increase your cash flow.

Aside from profitability, here are a few other benefits for companies with engaged employees:

  • Increased productivity. Businesses with highly engaged employees are 18% more productive than those with unengaged employees. These employees believe that the work they’re doing is important and therefore are more likely to work harder.
  • Reduced absenteeism. According to Gallup’s employee engagement survey, companies that scored in the lower quartile of engagement were also 81% more likely to experience employee absenteeism. If your employees aren’t showing up for work, it will make it much more difficult for your organization to be successful.
  • Higher retention rates. If your employees are engaged with their work, their team, and your organization, they’re less likely to seek other employment opportunities. Higher retention rates reduce employee turnover, lowering costs related to re-hiring, onboarding, and training.
  • Improved recruitment. Happy employees will likely speak about your company in a positive light and be more open about their satisfaction with their work. Your organization’s reputation as an employer will improve through word-of-mouth, which will help you attract top talent and improve the quality of potential employees you recruit.
  • Positive workplace culture. Overall, the more engaged your employees are, the more positive they’ll be in the workplace. These individuals are excited to work and will raise the spirits of their coworkers, leading to a more positive workplace culture.

Employee engagement is important for all organizations, even those that work in the nonprofit sphere. Plus, it’s especially important for companies that have remote or hybrid employees, as those individuals are more likely to feel emotionally disconnected from their employer due to physical distance.

By prioritizing employee engagement, you’ll be able to leverage these benefits to your organization’s advantage. It’s a win-win—your company will see greater success and your employees will be happier to contribute to that.

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The Top 7 Employee Engagement Companies

Now that you know more about what employee engagement is and how it’s helpful for your organization, let’s take a look at the top employee engagement companies that are leading by example.

This image lists the top employee engagement companies whose footsteps you should follow, also detailed in the text below.

1. Adobe

If you’ve worked with or created visual media before, you’re undoubtedly familiar with Adobe. This company offers a product suite for photographers, videographers, graphic designers, and more. Founded on the idea of creating innovative products that change the world, Adobe also prioritizes employee engagement alongside offering technology that empowers people to create.

Here are a few ways the company handles employee engagement:

  • Work and life integration. Adobe promotes work-life balance by offering a company winter and summer break. Plus, it offers a wellness fund for each employee up to $600 and sabbaticals starting at four weeks off after five years of working at the company.
  • Learning fund and reimbursement. This company supports employees on their learning journey by offering funds and reimbursements for educational material. It provides a learning fund of up to $1,000 every year and educational reimbursement of up to $10,000 a year.
  • Frequent employee engagement dialogue. Aside from these benefits, Adobe discusses how leadership can better improve the workplace. It keeps employee engagement dialogue going year-round by conducting regular surveys to understand their workers’ everyday experiences.

Additionally, Adobe has a special focus on helping employees from underrepresented groups gain visibility and grow in their careers. To that end, it provides programs that help employees build leadership skills and connect with other employees across the company.

2. Cisco

Cisco provides innovative cloud-based networking and security solutions to businesses. Its mission is to power an inclusive future for all with technology that connects the world.

Additionally, Cisco believes in creating a workplace where employees can find more than just a job. Ranked by Fortune as one of the best companies to work for, Cisco uses the following strategies to center employee engagement:

  • Company-wide shut downs. Throughout the year, Cisco will occasionally choose to shut down to let employees recharge. Plus, there’s a company-wide shut down at the end of the year, giving employees time off to spend with families over the holidays.
  • Corporate social responsibility (CSR). Cisco follows through on its mission of powering an inclusive future for all by giving back to the global community through CSR. It features a reporting hub and is environmentally and socially conscious throughout its entire supply chain, engaging its employees with these practices.
  • Employee recognition. High performers are motivated to stay connected and work hard with Cisco’s employee recognition initiative. This initiative singles out exceptional employees who deserve kudos for their achievements from colleagues and peer organizations outside the company.

Cisco recognizes that it’s important for workforce leaders to understand employee needs and provide an ideal work experience without sacrificing performance. And its efforts are working, as they are one of PEOPLE magazine’s top companies that care.

3. ExxonMobil

This oil and gas company pioneers new research and technologies dedicated to reducing emissions while creating more efficient fuels. It’s also committed to engaging its employees in meaningful ways—and it’s paying off. In a survey conducted by resume.io, ExxonMobil ranked 15th in employee retention in the United States with a median employee tenure of seven years.

A few of the ways this company focuses on employee engagement include:

  • Training opportunities. ExxonMobil is committed to enabling its employees to reach their full potential. It invests in talent by delivering educational training courses to employees so that they can develop new skills and initiates a leadership program alongside career advocacy and mentoring programs. Plus, it performs more than 10,000 internal job rotations to support development plans.
  • Emphasizing thriving. To ensure that employees are thriving in the workplace, ExxonMobile releases company-wide surveys to strengthen its culture framework. Additionally, it supports flexibility, health, and long-term security through its PTO policies, wellness programs, financial planning initiatives, and more.
  • Centering inclusivity and diversity. ExxonMobil strives to create an inclusive and diverse work environment starting from the top down. Since 2016, women and U.S. minority representation has improved by over 50%, and its employees come from over 160 nationalities. It also fosters inclusive behaviors through annual skills assessments and their culture framework.

This company’s employee engagement strategies have resulted in visible benefits. For example, it was awarded the top most attractive U.S. energy company for engineering students for 10 consecutive years and the second most attractive company globally. It also has strong global acceptance rates from potential employees, about 10-15% higher than other large companies.

Plus, ExxonMobil boasts corporate giving initiatives that keep its employees engaged with philanthropy. If you’d like to learn more about their programs, click on the button below!

Click to learn more about ExxonMobil’s matching gifts program and how it bolsters its efforts as a top employee engagement company.

4. Kaiser Permanente

Kaiser Permanente is a healthcare organization that operates hospitals and medical offices and provides health insurance. Aside from caring for the well-being of employees at other organizations, it also focuses on engaging its own employees.

Here are three reasons why Kaiser Permanente is an example of a great employee engagement company:

  • Investing in employee well-being. Aside from investing in wellness research, this company has implemented various wellness initiatives, including healthy eating and resilience training programs. It offers employees various health insurance packages in addition to plenty of holidays, sick leave, and time off to recharge.
  • Giving back to the community. Corporate citizenship is one of Kaiser Permanente’s core values and it’s reflected in its employee engagement programs. In addition to weekly community outreach programs, employees have access to quarterly outreach programs to give back outside of the office environment.
  • Support for veteran employees. Kaiser Permanente is recognized as a top Military-Friendly Employer, offering military transition programs to prepare junior military officers for successful leadership roles within the organization. It actively tries to provide better employment opportunities for veterans and their spouses.

As a health-related company, Kaiser Permanente leadership understands the importance of creating a positive and healthy workplace environment to engage its employees.

5. Microsoft

This technology corporation doesn’t measure employee engagement—it measures employee thriving. It defines thriving as “to be energized and empowered to do meaningful work.” As one of its core aspirations, employee thriving is meant to help employees find their sense of purpose within the company.

A few ways Microsoft focuses on employee engagement and thriving include:

  • Prioritizing communication. Through its internal employee engagement program, AskHR, Microsoft prioritizes communication between human resources and employees to ensure that employee inquiries are properly addressed. Employees can use the AskHR app to submit a variety of requests that the HR team fulfills promptly. Additionally, Microsoft uses a pulse survey tool to review if employees are thriving and obtain feedback regularly.
  • Creating a growth culture. This company doesn’t just offer professional development opportunities; it promotes a growth culture and mindset. Rather than being “know-it-alls,” employees should be “learn-it-alls.” Microsoft supports employees seeking professional development by recognizing those who show a growth mindset.
  • Team-building and networking opportunities. Microsoft acknowledges that forming bonds with coworkers is part of a healthy, thriving workplace culture. It empowers its workers to do that by arranging team-building events to rally employees behind solid company values. For example, it bolsters its commitment to CSR through community volunteering activities.

From Microsoft’s perspective, thriving is different from work-life balance—the former is about being motivated to do meaningful work, and the latter involves an employee’s personal life, too. While it’s possible for an individual to thrive but lack work-life balance or vice versa, Microsoft is dedicated to creating a positive experience in both aspects for its employees.

6. NVIDIA

Multinational tech company NVIDIA designs top-of-the-line graphics processing units, cutting-edge computer chips, and effective employee engagement programs. This organization is dedicated to creating an empowering environment where employees have the support and inspiration to take on the world’s greatest challenges together.

Here are a few elements of their employee engagement strategy:

  • Physical and mental health. NVIDIA prioritizes physical and mental health by providing a variety of health plans for its employees. It offers a choice between five different medical plans, allowing employees to select the plan that works best for them. It also provides dental and vision plans, flexible spending accounts, and health savings accounts. Plus, it has resources for virtual care, so workers feel empowered to seek the care they need.
  • Programs for parents. This company has one of the nation’s best parental policies. It includes 22 weeks of fully paid parental leave, unlimited reimbursements for adoption and surrogacy expenses, and plans that cover in vitro fertilization and egg freezing. Additionally, for employees with older children, NVIDIA partners with Collegewise to offer complimentary college preparation resources.
  • Support for life changes. NVIDIA leadership understands that extenuating circumstances can impact an employee’s ability to work and engagement with their work. From marriage and divorce to moving to losing a loved one, this company offers resources and programs to help employees navigate their life changes.

Although NVIDIA lives in the technology industry, it understands that its employees are not robots or data points and deserve compassion and empathy. It’s committed to supporting its team members holistically, not just as employees, but as humans.

7. Spotify

Spotify is one of the world’s largest music streaming service providers, with over 550 million active users. It offers over 100 million songs and five million podcasts to listeners. Aside from that, it’s also one of the leading employee engagement companies.

A few ways that Spotify keeps its employees motivated and engaged in their work are:

  • Embracing self-leadership. Spotify leadership encourages all employees to drive their own development. This practice empowers employees to take ownership of their career trajectories and seek out what they need to grow.
  • Inspiring innovation. Innovation is one of Spotify’s core values, and it acknowledges that to innovate, you must disrupt the status quo. It encourages its employees to find new ways to be disruptive by making it safe to fail. This value creates a culture where employees are not afraid of being bold or taking risks and making mistakes.
  • Centering sincerity and collaboration. Sincerity and collaboration are two other core values at Spotify. This company puts these values into practice by leading with transparency, engaging with open minds, and delivering honest feedback. Employees recognize that they are all one big team, which means that they share ideas and best practices across business units and despite traditional hierarchies.

When it comes to its employees, Spotify’s approach is that they are all a band—dependent on each other to create the best audio experience. This employee engagement company focuses on creating an environment where employees are energized and excited to inspire those around them and drive innovation.

Additional Resources

Business magnate Richard Branson once said that businesses should “train people well enough so they can leave [and] treat them well enough so they don’t want to.” And these companies do—in some shape or form, they’ve mastered the art of employee engagement to create a great environment where employees are happy and even proud to work. As you begin forming or improving your organization’s employee engagement initiatives, consider taking a leaf out of their book to create a great experience for your team members.

If you’d like to learn more about employee engagement, consider the following resources:

Click to learn more about matching gift auto-submission and how it helps employee engagement companies.

Learn about the impact of matching gifts on employee engagement in this guide.

The Impact of Matching Gift Programs on Employee Engagement

With a whopping 85% of employees actively disengaged at the workplace, implementing intentional engagement programs is crucial for ensuring your company’s success. By implementing corporate social responsibility (CSR) programs into your company culture you can access benefits on multiple sides—workforce productivity, community impact, and customer satisfaction.

One of the top workplace giving program ideas is matching gifts. Starting a matching gift program boosts engagement by allowing you to invest in your employees’ passions. However, if you’re new to CSR or don’t know where to start with matching gifts, it can be difficult to know where to start. Don’t worry—this guide will provide you with everything you need to cultivate a more engaged and effective workforce by covering these topics:

Without further ado, let’s explore the valuable relationship between matching gift programs and employee engagement.Click here to learn more about how matching gift programs can boost employee engagement.

Matching Gift FAQs

Whether you’re a newcomer or a seasoned pro, you likely have some questions about the vast world of matching gifts. Let’s get you the answers you need before we move into our engagement strategies.

What are the key terms to know regarding matching gifts?

If you’re new to matching gifts, there are a lot of important terms that you might not be aware of. Here are some definitions to keep in mind:

  • A matching gift program is a corporate giving initiative that enables employees to get their donation to a nonprofit matched by their employer.
  • A match ratio is a company’s ratio of how much of an employee’s donation they’ll match. For example, most companies match $1 for each dollar contributed by the employee, but some even pledge $2 for each dollar given by the employee.
  • Matching gift program eligibility requirements are a company’s rules for which employees can leverage matching gifts and to what extent. For instance, some companies allow retirees and part-time employees to submit matching gift requests, where others only allow full-time employees to participate.
  • A maximum and minimum match amount are the upper and lower limits of an eligible matching gift. Most companies set the minimum amount around $25 and the maximum at several hundred dollars per year.
  • A CSR platform is a software solution that companies leverage to manage their matching gift programs. The best CSR platforms can integrate with matching gift processing software solutions like Double the Donation, which has auto-submission capabilities.

All of these terms (and a few more) will eventually be fully fleshed out in your corporate giving policy. If you’d like to more clarity on how other organizations define them, research companies that donate to nonprofits to get a more informed perspective on how you can tailor these ideas to your employee engagement goals.

What are the primary benefits of matching gift programs?

Matching gift programs offer a plethora of advantages for both companies and nonprofits alike. Besides feeling fulfilled after committing a good deed, companies who embrace matching gifts can boost:

  • Customer loyalty. Customers increasingly favor supporting companies who give back to their communities. In fact, corporate social responsibility can give your company an edge over competitors—70% of consumers want to know that the brands they support are socially responsible.
  • Brand reputation. With increased customer loyalty comes a stronger brand reputation. Not only will giving back to nonprofits boost customer retention but it can improve acquisition as well.
  • Employee productivity and loyalty. Employees want to feel supported in their professional and personal passions by their employer, and it shows in their job performance and loyalty. Matching gifts provide a perfect opportunity to invest in each employees’ interests, make a widespread impact on the community, and cultivate a more dedicated workforce.
  • Talent acquisition efforts. The same principles that boost employee productivity through corporate giving apply to talent acquisition. You can leverage your matching gift offerings to attract and acquire the talented applicants that your competitors want.
  • Tax breaks. Depending on where your company is based, you can get tax reductions from the IRS for your matching gift contributions.
  • Community relationships. A matching gift can open the door for your company to form valuable relationships with organizations in your community, especially with nonprofits. For instance, if you notice a high volume of donations going to one nonprofit, you might decide to officially sponsor them and reap even more benefits of corporate social responsibility.

That said, you can’t harness these benefits without putting a sincere effort towards making philanthropy a core value of your company. That means actively promoting your program to employees and iterating on it.

What can affect employee engagement with matching gift programs?

Numerous factors can impact a company’s employee matching gift engagement, such as:

  • Employee awareness. According to Double the Donation’s guide to matching gift statistics, 78% of donors are unaware if their company offers a matching gift program, and 1 in 3 donors indicate that they’d give more if a match was available. The more employees know about your program, the better participation metrics you’ll see.
  • Ease of submission. The easier it is to submit a matching gift request, the more employees will participate in your program. Leverage a platform that integrates with an auto-submission provider to keep the process straightforward.
  • Program guidelines. The stipulations that determine who can participate in the matching gift program and how they can get involved influences the participation rate.
  • Leadership support. Employees look to leadership to embody company culture and values. If there’s a lack of support or acknowledgment of matching gifts, employees might feel discouraged from participating.
  • Flexibility in gift types. Some employees might prefer giving all at once, but others might prefer to donate smaller gifts over time. Accommodating multiple giving preferences allows you to interest more employees in getting their gifts matched. After all, our corporate philanthropy trends research found that 39% of surveyed employees wish their companies would allow greater flexibility in when and how they can participate in workplace giving.
  • Quality of feedback mechanisms. Adapting your matching gift program over time is crucial for keeping it effective as your company changes. Leveraging comprehensive and accessible feedback mechanisms is how you can tailor your programs to be more suited to your employees’ preferences.

To gauge what influences your own company’s matching gift participation rate, survey your employees and ask what aspects are beneficial and where improvements can be made. These answers usually directly correlate with your program’s effectiveness and appeal to your employee community.

Tips for Maximizing Employee Engagement through Matching Gift Programs

Now that your initial questions are answered, you might be wondering how to launch your own matching gift program. Before we go over the details, let’s review the big-picture ways that you can increase engagement.

 A diagram showing the tips for maximizing employee engagement through matching gifts as described below.

  • Create a culture of giving and volunteerism. Whether you ask potential hires about their interest in social responsibility or offer paid time off for company volunteering, you should integrate giving back into your regular schedule. You’ll attract passionate advocates to join your team and cultivate a community that values your CSR efforts, making implementing a matching gift program simple.
  • Leverage technology and software solutions. As mentioned above, using employee-facing CSR platforms streamlines program management and participation. For instance, using a CSR platform that integrates with an auto-submission platform can cut at least half of the steps in a matching gift submission process.
  • Sharing the program’s impact with participants. As donors, your employees are entitled to information about your corporate giving activities and progress. Ensure you report on your matching gift program’s metrics, such as the number of participants and the total amount donated by the company, so your employees stay informed about your progress.

Your company needs to do more than simply start a matching gift program to get employees excited about getting involved. Implementing these large-scale atmospheric and program shifts will make it easier for your matching gift program to make a lasting impact.

How to Start an Employee Matching Gift Program

These simple steps can help you start your matching gift program on the right foot:

an infographic that demonstrates the steps for starting a matching gift program, as highlighted below.

Develop a corporate giving policy

Before you lay out your specific matching gift policies, you should create a framework for your overall approach to corporate social responsibility and giving. Ensure you cover the following aspects in your policy:

  • Goals of your program
  • Bundle options, such as making a higher match ratio available when the employee have volunteered a certain amount
  • Match ratio
  • Minimum and maximum match amounts
  • Eligibility requirements
  • Types of gifts accepted
  • Affinity causes that you contribute more to
  • Tax deductibility information
  • Submission deadlines
  • Contact information for the program administrator
  • Feedback devices

Record all of these stipulations in a visible location, such as the employee handbook or in your employee-facing CSR platform, so your staff has the most essential information at their fingertips. If you make changes to your policy, communicate them to your entire team to keep your program running smoothly.

Pick a CSR platform

If you haven’t already settled on a CSR platform that supports matching gifts, now is the time to research your options and pick the best fit. Keep these important considerations in mind while you choose your platform:

  • Cost
  • Matching gift auto-submission integration
  • Employee access
  • Regulatory compliance
  • Mobile accessibility
  • Success stories/good reviews
  • Scalability
  • User-friendliness
  • Supports matching gifts and any other corporate giving initiatives you decide to take on
  • Robust reporting capabilities

Once you’ve narrowed down your prospective providers based on these criteria, schedule demos, consultations, and any other meetings to help you make your decision. Also, remember to include all relevant parties in your research and trial processes, such as your software experts, company leadership, and CSR program chairs, so you get a diverse array of perspectives on the available options.

Communicate the program’s impact to employees

As previously mentioned, one of the biggest barriers to employee participation in matching gift programs is a lack of awareness. To achieve maximum visibility, you should:

  • Create a matching gifts information page. Many companies have shared drives or Intranet pages where employees can share internal information. Create an internal information hub for your matching gift program where you can post updates and answer questions.
  • Leverage multiple channels. Whether you’re spreading the word about your program via email or in person at your all-hands meeting, pick company-wide channels to inform your employees about your program.
  • Host recognition and appreciation events. Leveraging peer feedback is a great way to get employees interested in your new program. Ask employees who have had their gifts matched before to speak to the program’s effectiveness in spreading social good. You could also ask nonprofit representatives from causes related to your company’s focus to speak about how matched donations impact their missions.

Similar to your external marketing efforts, your program will only be as popular as your communications are effective. Use marketing tools such as powerful calls to action and branded images to make your communications stand out.

Celebrate successes and recognize employee participation

Once the matching gift requests start rolling in, you should take the time to thank those who made the program successful—your employees. Showing your heartfelt gratitude can help employees feel more engaged and inspired to renew their involvement going forward. Share your thanks by:

  • Sending appreciation eCards. Make your thank-you message more memorable than a passing comment in the hallway by leveraging custom employee appreciation eCards. Take it a step further by giving peers the ability to recognize each other for their charitable activity so everyone has a chance to support each other.
  • Awarding prizes to participants. Creating a competitive, yet fun gamified atmosphere with prizes on the line helps employees get more absorbed in your program and allows you to show your thanks. For instance, let’s say you’re running a matching gift day coinciding with Giving Tuesday. Consider offering all participants a small prize as a thank-you gift and award the top five donors with more valuable gifts.
  • Creating a yearly award. You might already have a yearly awards ceremony where high performers are recognized for their contributions to the company. You could add an award for “biggest community contributor” or “advocate of the year” to show thanks to the most influential participants.

A little recognition can go a long way in securing long-term support for your matching gift program. As long as your sincerity comes through, your employees will feel the love and keep giving!

Click here to read about real companies who have leveraged matching gifts in our essential guide.

Wrapping Up + Additional Resources

Now that you know how and why matching gift programs can influence your employee engagement, it’s time to launch your own efforts! By keeping your employees at the center of your strategy and leveraging the right technology, you can achieve remarkable results for your company, both internally and externally.

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Explore this guide to gather powerful employee engagement strategies that will transform your workplace.

Get Your Team Motivated! 9 Employee Engagement Strategies

What causes your employees to clock into work every day? The obvious answer is their compensation. But what causes them to strive to do their best work, go the extra mile to complete projects, and expand their skills to create more value at your business?

The answer is engagement! Today’s savvy business owners are more than aware of the difference strong motivation can have on every aspect of their company, from lowering accidents and mistakes to improving customer relationships.

With the importance of keeping motivation high, you might assume employee engagement is a priority for most businesses. However, approximately 85% of employees report being unengaged or actively disengaged at work. That’s a big problem for businesses that don’t want to see increased absenteeism, higher turnover, and lower-quality work.

Fortunately, there is a solution if your employees are part of that 85%. There are several employee engagement strategies that are easy to manage long-term. We’ll explore those tips in this article, but first, let’s define just what employee engagement is.

Looking for a new way to engage your employees? Check out the latest technology in matching gifts. Learn more.

What is Employee Engagement?

Employee engagement refers to how employees feel about and behave at their work. Ultimately, engagement is a scale that goes from engaged to unengaged to disengaged.

The image depicts the spectrum of employee engagement, detailed below.

Engaged employees are committed to their work and see it as important. These employees often feel a sense of ownership over their assignments and constantly strive to do better and improve. They feel like they’re an important part of their workplace and want to see the businesses they work for succeed.

Unengaged employees are middle-of-the-road in the scale. They come to work and do their assignments, but ultimately they aren’t that invested in the quality of their work as long as they’re not actively getting in trouble. Before judging unengaged employees too harshly, remember if it’s possible for formerly engaged employees to become unengaged for a variety of factors, such as burnout, sudden life events, and frustrations at work.

Disengaged employees are an active detriment to their workplaces. These employees feel resentful of their place of work and may try to spread that discontentment. They might create a negative work atmosphere, sabotage projects, or simply not show up for work at all.

It is possible to turn the feelings of unengaged and disengaged employees around, but doing so requires taking a hard look at why employees become disengaged in the first place.

What are the Benefits of Employee Engagement?

Outside of preventing actively disengaged employees, is it worth the time and effort to turn unengaged employees into engaged ones? Research shows that yes, it is, and multiple studies have the numbers to back it up, finding that engaged employees:

To tap into these benefits, businesses need to look at their practices, identify any processes or systems that might be leading to disengagement, and start implementing practices that improve engagement. To inspire you to turn around any poor employee attitudes, here are nine of our favorite strategies:

9 Employee Engagement Strategies

1. Collect employee feedback.

Before launching a new product or service, your business collects audience data to understand what customers need and the type of solutions they’re looking for. After all, selling a product designed to fit customer needs is much easier than creating a product first and trying to convince customers it’s right for them second.

The same goes for your employee engagement strategies. Your team is much more likely to respond positively to programs they feel were created with their specific needs and feedback in mind.

Prioritize engagement at your company by surveying your employees with questions like:

  • Do you feel supported at work? Why or why not?
  • Are there any routine processes that are frustrating?
  • What types of changes would you like to see implemented?

You can make these surveys anonymous to get more honest feedback or ensure each is linked to the specific employee to address concerns and gather more information as needed.

After your initial survey, regularly reach out to employees for more feedback to make sure you’re on the right track. Additionally, vary which employees you survey to collect a variety of feedback and also prevent over-surveying.

2. Create an appreciation strategy.

Even if it’s your job to do a particular task every day, it can be hard to complete quality work and continually strive to do your best if you never hear a thank you in return. Fortunately, implementing an appreciation strategy that takes a deliberate approach to showing employees gratitude is relatively easy.

For example, here are three recognition methods most businesses can get up and running in just a few days:

  • eCards. eCards are digital greeting cards that can be sent through emails or text messages. While handwritten cards are heartfelt, sending a fast electronic message of thanks is more practical for the workday and allows your employees to receive a meaningful thank-you message as soon as their work is noticed. To implement eCards, you will need to use an eCard platform and go over how to use it with your staff. From there, encourage employees to keep sending eCards whenever they want to congratulate their peers on a job well done.

The image depicts an example employee appreciation eCard celebrating teamwork.

  • Employee awards. Some people enjoy a little public recognition, which is why employee of the month awards and their ilk have been a staple of workplace appreciation strategies for decades. Set up informal awards to honor the values you want to see in your employees, such as an award for best mentor, commitment to inclusivity, and creative problem solver.
  • Perks. Tangible benefits don’t need to be expensive bonuses to get employees moving in the right direction while also making them feel appreciated. For example, you might give everyone in the office a thermos with the company logo or give special thanks to a few overachievers, such as extra vacation days or a gift card to a nice restaurant.

The best employee appreciation strategy depends on your staff. For instance, if your employees are already social and supportive of one another, employee awards are an opportunity for everyone to celebrate, whereas that might not be the case in environments where employees feel competitive with one another.

Use the surveys you conducted earlier on employee experience to learn how they feel about your current company culture and what changes they want to see when crafting your appreciation strategy.

3. Provide employee giving opportunities.

Giving back to your community feels good, and employees want to know they’re part of an organization that’s dedicated to making a positive difference in the world. While your business might have various corporate philanthropy initiatives like sponsoring nonprofits, try providing additional employee giving opportunities that allow your team to feel like active participants in giving back.

A few programs you might consider include:

The image depicts five types of employee giving, listed below.

  • Matching gifts. Matching gifts are a staple of employee giving programs that enable employees to give to the causes they want to and feel like their specific charitable interests are supported by their employer. In a matching gift program, you would agree to match donations your employees make to nonprofits. You can set restrictions for what types of causes and organizations you’ll support or provide employees with the freedom to distribute their gifts as they please.
  • Volunteer grants. Support your employees when they volunteer by offering to donate to the nonprofits they help out at. This could be a set amount per hour or a certain amount after an hours threshold is reached, such as donating $100 after an employee volunteers 5 hours. You can also organize corporate volunteer opportunities that your business oversees and where your entire team is encouraged to participate.
  • Employee grant stipends. Take the financial burden of giving off employees altogether with grant stipends. Rather than donating their own money, employees can use grant funds provided by your business to give to the nonprofits they care about.
  • Automatic payroll deductions. Make donating a no-brainer by making it automatic. When first joining your company or at the start of a new fiscal year, allow employees to enroll in automatic payroll deductions. Most payroll deductions go to nonprofits the business picks out, so make sure you choose organizations your employees are invested in and have information readily available about these nonprofits’ missions and programs.
  • Office drives. Make giving a team activity with office drives. Office drives can be monetary in nature but are often more successful for collecting in-kind donations, like non-perishable food or new and lightly used clothes. Physically seeing items pile up can convince people to join in and create a sense of accomplishment for everyone involved.

Beyond these core opportunities, there are plenty of other workplace giving initiatives you can lead, like skilled volunteering or annual giving campaigns. It all depends on what inspires your employees.

When defining your corporate giving strategy, talk with your employees about the causes they care about and how they want to give back. If it seems like there are multiple winners, remember you don’t need to limit yourself to just one giving program. For example, you might offer both matching gifts and volunteer grants!

Whichever employee engagement programs you decide to launch, remember to choose a software solution with features that allow you to run your engagement activities as smoothly as possible. 

Ready to start an employee giving program? Check if your CSR software has matching gift auto-submission functionality! Request a consultation.

4. Leverage software for support.

Keeping track of your employee engagement initiatives can become challenging as you grow your motivation program. By leveraging employee engagement software solutions, you can streamline your employee stewardship efforts, measure their attitude toward your organization, and adjust your strategy based on employee feedback.

Here are a few types of software that can help your organization better engage and retain employees:

  • Corporate social responsibility (CSR) softwareCSR software is designed to help manage corporate responsibility initiatives—typically business-led efforts to support employee giving and charitability. This type of software includes matching gift platforms, volunteer grant management, corporate volunteerism software, and platforms for managing employee assistance programs.
  • Employee appreciation software. These technology tools help organizations express gratitude toward their employees for their hard work and dedication. These platforms include leadership-to-employee and peer-to-peer recognition platforms, like eCard software.
  • Employee experience software. This software category includes solutions for improving the overall quality of the employee experience. This typically includes any tools used to send surveys to employees to gather their feedback and summarize their input.

When determining the right software solution for your organization, first consider your employee engagement goals. Which aspects of employee engagement are priorities at your business? For example, if you’re looking to strengthen your recognition approach first and foremost, then appreciation software may be the right choice.

Make sure also to consider your budget and schedule demos for any solutions you’re interested in. Then, be sure to communicate clearly with employees about how you’ll be using the new platform and any tips they need to know to get involved in your initiatives.

5. Host culture events.

An office environment that employees are happy to go to and feel supported working in is nearly unbeatable when it comes to creating positive motivation. However, with 83% of employees preferring a hybrid work environment, building a cohesive work culture can be a challenge.

You shouldn’t necessarily turn away from a hybrid model. In fact, employees have shown to enjoy remote work and the flexibility to determine when they’ll come into the office. Instead, think about how you can engage employees even when they’re remote.

Office culture events are an easy way to mix up the workday, and they’re a highly flexible engagement strategy that can be adapted to all types of workplace models. Here’s how you might host culture events in each of these settings:

  • In-person only. When all of your employees come into the office every day, they likely already know each other and have made connections. In this work model, your goal is to provide a new context that encourages employees to socialize more openly than they would during their normal work routine. This might involve going outside the office to a nearby park or restaurant or hosting creative after-work events like a knitting tutorial or paint-along.
  • Hybrid. In a hybrid work model, you can use your culture events as incentives for employees to coordinate their work schedules to choose the same in-office days. For example, if you announce that you’ll order pizza for everyone on a specific day, you’ll likely see more employees show up that day.
  • Remote only. With remote-only work, you may have employees who regularly work together but don’t really know each other outside of email exchanges and work meetings. For remote employees, host virtual events that provide plenty of socialization opportunities and the ability to show off their personalities and interests. Trivia contests, virtual escape rooms, and movie-watch parties are all easy remote get-togethers to consider.

Rather than having just leadership organize culture events, this can be an easy responsibility to give to your employees. Provide a budget and other necessary guidelines (such as no alcohol) and let trusted employees plan events. This encourages employees to share their interests and frees up leadership’s time.

6. Offer opportunities for growth.

Employees who are serious about their work don’t want a job, they want a career. In other words, they want to grow their role, take on new responsibilities, and generally move up the ladder in their industry.

If employees know their hard work will pay off in the form of career advancement, they’re more likely to take their work seriously and be personally invested. You can provide growth opportunities at your business by:

  • Offering skill training. Give employees the time and opportunity to improve their skills. This might involve paying for courses they can take in their free time or providing additional training as part of their daily responsibilities.
  • Promoting internally. It can be tempting to bring in an outside expert when you have an opening, but research shows that companies with strong internal mobility retain employees nearly twice as long as their counterparts. When a manager, director, or specialized employee leaves your business, look inward first to see if anyone has the skills needed to perform the role or would be willing to step up their training to attain those skills.
  • Providing mentoring opportunities. One of the best ways to prepare your employees for moving into a new role is to have them shadow someone already in that position. Consider implementing a mentorship program that allows employees to get hands-on experience with the roles and responsibilities they want, while also having the safety net of a senior employee guiding them during the learning process.

To create a healthy work environment, encourage supervisors to have frank conversations with their directs about the future they want to have at your company. This can help you shape career paths, provide needed training, and spot retention risks.

7. Promote autonomy.

When considering how to motivate your employees, it can pay to look at psychological studies on behavior and motivation. One compelling study is researchers Richard Ryan and Edward Deci’s Self-Determination Theory.

This theory proposes that external motivations, such as compensation, can only impact motivation so much. While proper compensation is important and pay raises are appreciated, is an employee who receives a $25,000 bonus really that much more motivated than one who receives $20,000? Or, conversely, is docking an employee $5,000 from their expected bonus actually going to motivate them? Essentially, the theory reports that external motivators like rewards and punishments eventually hit a wall where their impact becomes negligible.

The image depicts how internal motivators continue to motivate employees overtime where external motivators stagnate.

So if throwing money at the problem of disengaged employees doesn’t work, what does? According to the theory, the level of autonomy employees are granted highly impacts self-determination. In other words, providing employees with greater freedom in how, when, and where they approach their work increases their motivation to complete that work and do a good job.

Why? Essentially, autonomy causes employees to feel a greater sense of ownership over their work, and since they feel their work is a reflection on them, they want to make sure it’s their best work.

Consider how you can promote autonomy in your workplace. This might be encouraging greater employee input in how projects are tackled so they can pursue their own ideas, allowing employees to propose ideas and take leadership roles in new projects, or even letting employees decide which days they want to work in-office in a hybrid model.

8. Be transparent.

Trust is a key sign of a healthy workplace. Employees who believe in their employers, know what their company is doing, and understand why certain decisions are made are more likely to feel like they are a part of that company. However, many employees feel in the dark about what goes on with senior leadership as 80% of workers want to know more about how decisions are made at their organizations.

So how can you be more transparent, and is there such a thing as being too transparent? It’s definitely possible to overshare, and there certainly are times to keep information under wraps until you’re ready to announce it.

However, when you can provide the rationale for a decision, even if it’s not positive, do so. Be honest about your current priorities and what is considered when approving or shooting down ideas. On occasion, this might involve discussing sensitive subjects, such as finances.

While sometimes it may seem like it’s better to keep things secret and avoid panic, many employees can tell when something is being hidden from them and will make assumptions of their own. Head off anyone jumping to conclusions by facilitating two-way communication and being as transparent as possible.

9. Encourage a healthy work-life balance.

Highly engaged employees can become unengaged, and one common culprit for this is burnout. Burnout is an absolute killer when it comes to productivity, and while many employees appreciate a hybrid or remote work model, working from home does not make your team immune to burnout.

The image depicts the contrast between employees who are well-rested and those who suffer from burnout.

Why? Moving the office to home can blur the lines between the two, leading to an unhealthy work-life balance. While it’s great when employees go above and beyond, working too many hours when employees are supposed to have time off can lead to poorer quality work.

Encourage your employees to reassess their work-life balance and take a healthier approach by:

  • Creating a no-pressure PTO policy. This might sound obvious, but as a business, when you implement a PTO policy, be prepared for employees to actually take time off. Additionally, while it seems generous in theory, avoid unlimited PTO plans as multiple companies have found that such programs actually result in employees taking less time off due to social pressures. If employees do feel pressured not to take time off, consider why that is and do the hard work of implementing policies that will undo a workplace culture that leads to burnout.
  • Being clear about what is and isn’t expected during off hours. Some companies ask employees to answer phone calls, check their emails, and work on projects during their off hours. Do not be one of these companies unless you want your employees to get burned out and stop performing their best work.
  • Discussing how to make an in-home office productive. Provide your employees with tips about how to create a work environment in their homes with clear boundaries between work time and off-time. Some people working from home for the first time may assume they’ll be able to juggle other responsibilities, like childcare. However, advise against this to prevent workers from getting distracted, resulting in them taking too much time off during the day and having to reallocate work to what should be their off hours.

If you feel your business can’t comfortably operate without asking employees to work additional hours that disrupt their work-life balance, that’s a sign to take a hard look at your business model. Consider hiring new staff, implementing more efficient policies, or limiting the number of projects you take on.

This might seem like a poor business decision on the surface, but peeling back the layers makes it clear it’s for the best. After all, if you’re taking on more work than your current employees can successfully complete, your relationships with customers may take a dip.

Looking for even more employee engagement strategies? Check our full list of ideas!

Employee Engagement Strategies: Final Thoughts

From talking to customers and creating marketing materials to coding your website and designing your products, employees are what keeps your business running. The better you can engage them, the more motivated they’ll be to help make your business a success.

There are numerous ways you can connect with your team, and these employee engagement strategies are just one place to start. To learn more about how you can motivate your team, explore these resources:

Matching gifts are a top engagement strategies for companies of all sizes. Learn if your CSR software supports auto-submission. Contact us.

Read our recommendations for the top nonprofit technology consulting firms in this article.

Top 10 Nonprofit Technology Consulting Firms — Reviewed!

For nonprofits of all sizes, technology is crucial. Especially as your organization grows in scale, you’ll need to find software solutions to help you manage donor information, market your campaigns, and track fundraising data. And those are just the basics!

To fully capitalize on your technology, however, you’ll need a smart captain at the helm to guide your efforts and work with you to develop custom solutions that align with your goals and needs.

The answer? A nonprofit technology consultant, of course!

In this post, we’ll introduce you to our favorite nonprofit consultants who specialize in all things technology:

  1. DNL OmniMedia
  2. Redpath Consulting Group
  3. Donorly
  4. Morweb
  5. Whole Whale
  6. Heller Consulting
  7. Idealist Consulting
  8. KELL Partners
  9. Apparo
  10. ScienceSoft

After checking out our favorite firms, you should be ready to take the first step in finding a trusted technology partner to help you get more from your software solutions.

DNL OmniMedia is our top pick for nonprofit technology consulting.

1. DNL OmniMedia — Our Top Choice for Nonprofit Technology Consulting

Consulting Firm OverviewDNL OmniMedia provides nonprofit technology consulting services including web development, Blackbaud and Salesforce solutions, and more.

A trusted Blackbaud partner and Salesforce solution provider, DNL OmniMedia understands nonprofit software—but more importantly, they understand nonprofits.

Their full-service consulting firm will assess your technology infrastructure and provide personalized recommendations that align with your mission. Through custom web development, software configurations, and data analysis, Team DNL will ensure that your nonprofit thrives in an increasingly digital age.

Nonprofit Technology Services

DNL OmniMedia offers nonprofit-exclusive services including:

  • Technical consulting
  • Software implementation and customization
  • Website development
  • Data migration and clean-up

In addition to these services, DNL offers products that help nonprofits expand their Blackbaud Luminate system, including peer-to-peer fundraising and advocacy add-ons.

Nonprofit Technology Portfolio

Team DNL has worked with organizations across the mission-driven sector and has solved a variety of technology-related challenges.

From designing a one-of-a-kind nonprofit website for the Interlochen Center for the Arts to creating custom Blackbaud TeamRaiser donation forms for the North Shore Animal League, the DNL team has extended their expertise to a number of clients.

A screenshot of the DNL Omnimedia homepage. DNL is a top nonprofit consulting firm.


Read about Redpath’s top services as a nonprofit technology consulting firm in this section.

2. Redpath Consulting Group — Our Top Choice for Nonprofit Technology Consulting

Consulting Firm Overview

Redpath Consulting Group has been a certified, trusted Salesforce partner since 2009. Their technical experts have years of nonprofit experience and will work toRead about Redpath’s top services as a nonprofit technology consulting firm in this section. understand your organization’s unique technology needs and goals.

As a nonprofit technology consultant, Redpath is dedicated to helping nonprofits transform their organizational processes with Salesforce so they can focus on what really matters—their clients and community. 

Redpath can help you choose the right Salesforce solution, implement your new technology, and guide your staff on how to use it to improve your internal processes and operations.

Nonprofit Technology Services

Redpath’s services cover every stage of adopting and using Salesforce:

Plus, Redpath offers a variety of pre-configured, fixed-price Salesforce solutions designed based on years of experience with nonprofits that can be customized to align with your organization’s goals.

Nonprofit Technology Portfolio

Redpath offers Salesforce consulting for nonprofits and higher education institutions of all kinds. Some of their success stories include creating a brand new technology stack and custom mobile app for TreeHouse and migrating data from Raiser’s Edge to a new comprehensive Salesforce CRM for Catholic Charities of St. Paul and Minneapolis.

This is a screenshot of the homepage for Redpath Consulting Group, one of our top nonprofit consulting firms.


Donorly is our top choice for nonprofit technology consulting.

3. Donorly — Our Top Choice for Nonprofit Technology Consulting

Consulting Firm OverviewDonorly is a donor research-focused technology consulting firm.

Ever look at your fundraising goals and wonder if you can achieve them? The nonprofit technology consultants at Donorly know that you can if you just have the right information and assets by your side!

Under the direction of president Sandra Davis, the Donorly team channels their creativity and passion into creating elegant donor research solutions specifically for your nonprofit. With their comprehensive donor information, your nonprofit can reach higher than you thought possible.

Nonprofit Technology Services

When it comes to donor research, the Donorly team provides your nonprofit with the foundations for:

  • Capital campaign management
  • Board expansions and recruiting
  • Grant proposal writing
  • Interim staffing

Donorly promises a customized approach, based on their unique engagement model.

Nonprofit Technology Portfolio

Many of Donorly’s clients come from the arts and culture or humanities space, though the team has worked with nonprofits across the sector. Their client lists includes the Seattle Children’s Museum, Playwrights Horizons, Martha & Mary Lutheran Services, and the Studio Theatre.

Donorly offers donor research-focused nonprofit technology consulting services.


Morweb is our top choice for nonprofit technology consulting.

4. Morweb — Our Top Choice for Nonprofit Technology Consulting

Consulting Firm OverviewFind out more about Morweb, a top nonprofit technology consulting firm.

For nonprofits looking to get started building a beautiful website, Morweb will be the perfect partner. Pairing their unmatched CMS with expert support services, your web design strategy will be more effective than ever.

When you leverage Morweb’s consulting services, they’ll walk you step-by-step through the website creation and implementation process.

After your website is live, you can still call on them for additional consulting if you ever want to update your style, change your strategy, or otherwise improve the functionality of your site.

Nonprofit Technology Services

Morweb offers the following nonprofit web design services:

  • Customizable themes and layouts
  • Search engine optimization
  • Form builders
  • Donation processing
  • Technology and design consulting

Even better, Morweb has scalable products to meet the needs of all kinds of nonprofits. This way, you can pay for what you need now and have the option of upgrading down the line.

Nonprofit Technology Portfolio

Morweb has experience enhancing the web design strategy of a diverse range of nonprofits, from small, regional organizations to international ones.

Their portfolio of clients includes nonprofits like 4th Street BRZ in Canada, Habitat for Humanity of St. Joseph County, Society of University Surgeons, and the Driving School Association of the Americas.

Visit Morweb to learn more about how their nonprofit technology consulting firm can help your team.


Check out these top nonprofit technology consulting firms to find one for your organization.

5. Whole Whale

Consulting Firm OverviewWhole Whale is a nonprofit technology consulting firm specializing in digital strategy.

Whole Whale is a digital agency dedicated to helping nonprofits enhance their strategic use of technology. They’ll help your organization learn valuable skills and implement best practices so that you don’t need to rely on a consultant or third-party administrator. 

To achieve that goal, Whole Whale provides one-on-one consulting services for clients with like-minded missions. On top of their long-term projects, this firm also offers online training courses through Whole Whale University in areas such as social media, Google AdWords, and more.

Nonprofit Technology Services

Whole Whale takes a holistic approach to digital strategy, with key services that include:

  • Google AdWords grants management
  • Google Analytics
  • Web design and development
  • Content marketing

Each Whole Whale project is customized based on nonprofit needs, so you won’t have to worry about getting a canned approach.

Nonprofit Technology Portfolio

Notably, Whole Whale worked with the Malala Fund to improve the nonprofit’s use of Google Analytics for tracking user actions on their site. Following their engagement, the Malala Fund was able to successfully implement Google Analytics on their own, without any ongoing support from a consultant.

Get started with Whole Whale, a nonprofit technology consulting firm, today!


6. Heller Consulting

Consulting Firm OverviewHeller Consulting offers nonprofit technology consulting services for organizations of all sizes and missions.

Since 1996, Heller Consulting has worked exclusively with nonprofits to develop effective strategies in data management, communications, fundraising, and other vital areas.

In particular, the Heller consultants are passionate about working with nonprofits to get more from their CRM systems. With their services, your organization can outline a clear vision for your constituent relationship management, implement and customize your technology, and learn best practices for your software.

Nonprofit Technology Services

Heller Consulting works primarily with nonprofits and higher education institutes, offering a variety of technology services such as: 

  • CRM strategy and design
  • CRM implementation
  • Online fundraising strategy
  • Google Analytics

In addition, Heller Consulting maintains an active blog on their website to help organizations continue gaining and sharing knowledge about nonprofit technology.

Nonprofit Technology Portfolio

Heller Consulting has worked with nonprofit clients in multiple sectors, including advocacy, healthcare, higher education, and social services. Some of their past engagements include the ASPCA, Make a Wish National Foundation, and the Lincoln Park Zoo.

You can check out their website for more information on recent projects and case studies detailing their work with specific software solutions, such as the Salesforce Community Cloud.

Learn more about the nonprofit technology consulting services offered by Heller Consulting.


7. Idealist Consulting

Consulting Firm Overview Idealist Consulting offers nonprofit technology consulting services as well as general digital consulting for all types of organizations.

With about 60% of their clients being nonprofits, Idealist Consulting specializes in Salesforce and marketing automation consulting. They can help you build out a custom Salesforce experience that works for your organization, with strategic app integrations and personalized configurations.

Idealist Consulting works with organizations to get more from the Salesforce system and raise funds and awareness for their cause. Their four-step consulting process always concludes with increased impact made possible through strategic technology implementation.

Nonprofit Technology Services

Idealist Consulting offers services that build on your existing technology and online presence through:

  • Salesforce CRM development
  • Email marketing automation
  • Online form optimization
  • Salesforce application integration

On top of all of that, Idealist can also work with you to build out a custom Salesforce app of your own!

Nonprofit Technology Portfolio

Among their other nonprofit and for-profit clients, Idealist Consulting worked with The Banfield Foundation, an animal welfare organization, to move their data to the Salesforce Nonprofit Success Pack for improved fundraising and donor data management.

By learning how to track small donations more effectively in Salesforce, The Banfield Foundation increased their online donations by over 300%! Idealist Consulting also developed custom fields within their CRM and helped them generate unique reports showing donor trends and demographics.

See if Idealist Consulting's nonprofit technology consulting approach is right for you.


8. KELL Partners

Consulting Firm Overview KELL Partners is a nonprofit technology consulting firm offering unique products and software solutions.

As a Salesforce Premium Partner, KELL Partners strives to remove the confusion from the nonprofit data management and fundraising experience.

With KELL, you’ll have access to a full suite of services specific to the Salesforce Nonprofit Success Pack. Their team of strategic consultants can analyze your data and current practices and develop a path forward that helps you achieve your goals, no matter how simple or complex they may be. 

Nonprofit Technology Services

KELL can lend their expertise to every phase of the nonprofit Salesforce experience, helping you with:

  • Data manipulation and migration
  • Systems integration
  • Application development
  • Web development

With their KELL360 plan, the KELL team can build out a system of must-have integrations to take your baseline CRM to a whole new level.

Nonprofit Technology Portfolio

KELL Partners helped the New Orleans Area Habitat for Humanity centralize the data they’d been storing across multiple fundraising and volunteer management systems using Salesforce. With a newly integrated system, the nonprofit was able to see fuller picture of their constituents and more effectively design engagement strategies for each supporter.

See more of the case study here!

Check out KELL Partners for your nonprofit technology consulting needs.


9. Apparo

Consulting Firm Overview Apparo offers volunteer nonprofit technology consulting services to empower local nonprofits in the Charlotte, North Carolina area.

Apparo seeks to “empower nonprofits through technology that enhances their missions.” They provide volunteer nonprofit technology consulting to organizations of all sizes and skill levels in the Charlotte, North Carolina, community. 

All of Apparo’s consulting services are individualized and unique to the organization. They’ll get to know your organization so they can most aptly pinpoint challenges and areas for improvement before working to push your mission forward.

Nonprofit Technology Services

Apparo’s consulting team offers a wide variety of free nonprofit services, including:

  • Basic Microsoft coaching
  • Nonprofit technology panels and forums
  • One-on-one technology assessments
  • Training groups

As a nonprofit themselves, Apparo is dedicated to helping philanthropic organizations within their community. Their volunteer consultants can help organizations with almost anything, from selecting the right software to learning the most up-to-date best practices in the nonprofit tech community.

Nonprofit Technology Portfolio

Apparo’s many success stories include the Carolina Raptor Center, a nonprofit working to rehabilitate and release injured birds. Prior to working with Apparo, the Center relied on paper tracking and Excel spreadsheets for all of their volunteer information, costing them time and data.

With Apparo, the Center was able implement more strategic software that reduced paperwork and increased their supporter engagement possibilities across the board.

Check out Apparo to see if their nonprofit technology consulting services can help your organization grow.

10. ScienceSoft — Our Top Choice for Nonprofit Big Data Consulting

Consulting Firm OverviewCheck out ScienceSoft as your next nonprofit technology consulting firm!

ScienceSoft is an international provider of IT consulting and software development services with 30 years of experience in heterogeneous IT environments. ScienceSoft is headquatered in Texas, US, and has offices in the EU and Eastern Europe. Today, the company houses a team of 550 experts, including more than 20 business analysts with an understanding of nonprofits’ specific needs and expertise in multiple technology stacks and platform-based solutions.

Nonprofit Technology Services

ScienceSoft offers an array of IT consulting services to help you achieve your organization’s mission:

Other platform-specific consulting – SharePoint, Microsoft Dynamics 365, Magento.

Nonprofit Technology Portfolio

ScienceSoft has worked with multiple types of NPOs, including educational institutions, government entities and public service providers, supporting the nonprofits’ mission to expand their outreach with available tech capabilities. The examples of such cooperation range from solutions that make an NPO visible on the internet, improve member retention and engagement to multifaceted applications for an NPO’s external interactions with the focus on integrity and confidentiality. 

ScienceSoft can handle all of your nonprofit technology consulting firm needs!


Once you find the right nonprofit technology consulting, implementing and using your software will be easier (and more effective) than ever before.

Check out these resources for more help with your nonprofit software:

  • More Nonprofit Consulting Firms. From fundraising consultants to IT consulting and more, this comprehensive page will introduce you to even more great nonprofit consultants with a variety of specialties. Check it out!
  • Best Technology Solutions for Nonprofits. A nonprofit technology consultant can help you take your software to the next level, but if you’re not sure what software solutions to get started with, this helpful post from DNL OmniMedia can guide you.
  • Top Blackbaud Partners. Looking for nonprofit technology consultants with Blackbaud expertise? Want to expand your Blackbaud products with integrations? @Pay’s got a list of solutions (and solution providers) for you.

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