DonorPerfect Matching Gi1 Integra3on with Double the Dona3on. Guide provided by Double the Dona3on h4ps://doublethedona3on.com

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1 DonorPerfect Matching Gi1 Integra3on with Double the Dona3on Guide provided by Double the Dona3on h4ps://doublethedona3on.com

2 Double the Dona3on s Rela3onship with DonorPerfect: DonorPerfect is a leading provider of donor management so=ware which helps cul3vate donor rela3onships and achieve fantas3c fundraising results. Double the Dona3on is a leading provider of employee matching gi= data and tools to nonprofits. This guide was put together to help organiza3ons who use DonorPerfect s fundraising pladorm incorporate Double the Dona3on s employee matching gi= plugin into their fundraising pages. DonorPerfect and Double the Dona3on are two separate and unrelated companies.

3 There are three ways nonprofits using DonorPerfect should integrate Double the Dona3on s matching gi1 plugin into their fundraising strategy. In the Dona3on Process (Use DonorPerfect s system) Across Your Other Fundraising Channels (Use your other systems) In Dona3on Confirma3on s (Use DonorPerfect s system)

4 Step #1: Log in to your DonorPerfect account and select WebLink under App Links.

5 Step 2: Choose the dona3on form you d like to add Double the Dona3on s matching gi1 plugin to and click on the edit pencil.

6 Step #3: We recommend including matching gi1s on the Receipt Page. You can find the dropdown by clicking Edit Header / Footer and then choosing the Receipt Page.

7 Step #4: Add Double the Dona3on s plugin by edi3ng the HTML code (click HTML at the bowom) to include your Double the Dona3on iframe URL Notes: To add the matching gi= iframe type <iframe src= YourDoubleTheDona=onIframeURL width= 600 height= 300 ></iframe> Feel free to add an addi3onal sentence or two saying Thanks for dona3ng and describing matching gi=s before you add our plugin. You can access your nonprofit s matching gi= iframe code by logging into your Double the Dona3on (h4ps://doublethedona3on.com) account.

8 Step #5: Switch back to the Normal view to ensure the matching gi1 search is up and running. Then click Save to finalize the setup.

9 Let s explore how your organiza3on should promote matching gi1s across your broader fundraising In the Dona3on Process (Use DonorPerfect s system) Across Your Other Fundraising Channels (Use your other systems) In Dona3on Confirma3on s (Use DonorPerfect s system)

10 Step #1 Create a dedicated matching gi1 page on your main website. You can incorporate Double the Dona3on s matching gi= plugin both within DonorPerfect s pladorm and directly on your own website

11 Step #2: Direct donors to your dedicated matching gi1 page across your broader fundraising efforts For our complete marke3ng toolkit which includes suggested marke3ng loca3ons, downloadable graphics, sample wording, and examples visit: h4ps://doublethedona3on.com/marke3ng- matching- gi=s/

12 Don t forget to modify the Dona3on Confirma3on s that are sent out through DonorPerfect s system In the Dona3on Process (Use DonorPerfect s system) Across Your Other Fundraising Channels (Use your other systems) In Dona3on Confirma3on s (Use DonorPerfect s system)

13 Step #1: Select Set Op3ons from the le1 hand naviga3on and then click Header

14 Step #2: Highlight matching gi1s in the that gets sent out to donors a1er dona3ng Suggested Text: Make Your Dona-on Go Twice as Far: Did you know that many companies match dona=ons made by employees to our organiza=on? Click here to see if your company matches dona=ons and to access the appropriate forms, guidelines, and instruc=ons. It only takes five minutes! Then insert a matching gi= graphic to call a4en3on to matching gi=s. Don t forget to link both the sentence about matching gi=s and the image to your matching gi= page. You can design your own graphic or use one of Double the Dona3on s premade graphics from h4ps://doublethedona3on.com/marke3ng- matching- gi=s/images/

15 Have Ques3ons About Double the Dona3on s Service? Learn more about Double the Dona3on s service by visi3ng our website at h4ps://doublethedona3on.com. View Double the Dona3on s pricing or start your risk- free trial at h4ps://doublethedona3on.com/pricing. Double the Dona3on at info@doublethedona3on.com. Use the contact form for Double the Dona3on s customer support team at h4ps://doublethedona3on.com/contact- us/ Schedule a demo of Double the Dona3on s service at h4p://