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All About 360MatchPro by Double the Donation: https://help.pm.leapevent.tech/a/1468281
Looking for a robust matching gifts tool that works with PatronManager? Look no further! We're proud to partner with Double the Donation, the leading provider of matching gift and volunteer grant solutions to nonprofits and educational institutions.
In the November 2021 release, we added an integration between 360MatchPro (Double the Donation's industry-leading matching gifts solution) and PatronManager Donation Forms. This allows your donors to quickly search for their employer while submitting their Donation, and directs them immediately to their employer's matching gift form once they submit their gift.
Combined with 360MatchPro's free Salesforce integration, all Donation data (based on your specifications) flows from PatronManager into 360MatchPro. 360MatchPro then goes to work identifying corporate matching gift opportunities and driving those matching gift opportunities to completion to bring in more fundraising revenue for your organization.
In this article we'll cover:
- What is 360MatchPro by Double the Donation and what can it do?
- How does the integration work?
- What does it cost?
- How do I get started?
- Finally, we'll cover some frequently asked questions
Ready? Let's dive in!
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Start with this webinar recording:
What is 360MatchPro by Double the Donation and what can it do?
There’s an unnecessary gap between fundraising organizations and corporate giving programs, to the tune of $4-7 billion in unclaimed matching gift revenue annually. Double the Donation helps nonprofits and educational institutions increase fundraising from corporate matching gift and employee volunteer grant programs. Double the Donation maintains a database of employee matching gift and volunteer grant programs. With more than 20,000 entries in the database, Double the Donation presents match-eligible donors with their company’s specific program requirements, including a direct link to their company’s online matching gift submission portal or PDF download.
The #1 matching gift automation platform
360MatchPro lets you automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into PatronManager Donation Forms and your Salesforce account to capture employment information and follow up appropriately with donors about matching gifts.
Ready to learn more? Check out all the 360MatchPro features on their website, and they'd be delighted to set up a demo to show you how it works and answer any questions you may have.
How does the integration work?
Double the Donation offers a Salesforce integration which allows specific Donation data to flow from your PatronManager account into 360MatchPro. It also adds employer data to fields on the Donation and Contact records for easy reference in PatronManager - especially helpful when you're entering all the new matching gifts you'll be getting!
In addition to the 360MatchPro Salesforce integration, PatronManager supports the 360MatchPro search widget on your Donation Forms. This allows donors to quickly search for their employer while submitting their Donation, and directs them immediately to their employer's matching gift form once they submit their gift. The Donation information also flows directly into 360MatchPro so that you can take advantage of their excellent automation tools to help drive those matches to completion.
How much does it cost?
For details and pricing on 360MatchPro, get in touch with Double the Donation directly using this contact form. They'll be happy to set up a demo and answer any questions you may have!
Once you've got your 360MatchPro account, you can set up and use the integration for free.
Sounds great, how do I get started?
It's easy!
- Start by contacting Double the Donation
- Once your 360MatchPro account is up and running, you'll follow our step-by-step instructions to install and configure their Salesforce integration, connect 360MatchPro to PatronManager, and place the search widget on your Donation Form(s)
Resources
Want some inspiration and an easily-digestible matching gift strategy guide to share with your team? Download this handy PDF from Double the Donation and PatronManager:
FAQs
Got more questions? We've got answers! If you don't see your specific question below:
- For questions about 360MatchPro by Double the Donation, including questions about their Salesforce integration, get in touch with them directly
- For questions about using the 360MatchPro search widget on your Donation Forms, submit a support request through the Client Community
Glad you asked - you'll be doing lots of this thanks to 360MatchPro! Head over to this article for instructions on recording matching gifts.
If you followed the setup instructions for the integration, you should have a field called "Company selected for matching gifts" on your Donation and Contact page layouts.
If you don't see the field, you can adjust your page layouts to add it. If it's still not visible, you may need to adjust the field-level security on that field in setup. Reach out to the team at Double the Donation for assistance if you get stuck.
When a donor submits a donation online and enters their company into the 360MatchPro search widget, that gift and information gets recorded in 360MatchPro immediately.
Information then passes back from 360MatchPro to PatronManager (for example, to update the "Company Selected for Matching Gifts" field on the Donation and Contact) approximately every fifteen minutes.