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³Ô¹ÏºÚÁÏÍø Onboarding Services

Jumpstart matching gift,volunteer grant, and workplace fundraising automation to double donations in no time.

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Quickly unlock workplace giving revenue at your organization.

With experience onboarding over 8,000 clients, we are prepared and ready to get ³Ô¹ÏºÚÁÏÍø up and running at your organization in no time.

  • Leverage our support team insights every step of the way
  • Implement best practices for account optimization
  • Ensure your account is customized to meet your unique needs
  • Save time to focus on top fundraising priorities
  • Maximize account capabilities to improve ROI
  • Have peace of mind knowing your account is optimized to grow matching gifts
³Ô¹ÏºÚÁÏÍøs offers easy, high rated onboarding for nonprofits and schools! Our top rated onboarding experience makes it easy to grow matching gifts.

³Ô¹ÏºÚÁÏÍø Onboarding Packages

Access a customized onboarding experience to meet the needs of your organization.

³Ô¹ÏºÚÁÏÍø – Standard Onboarding Package

Our most popular onboarding offering.

Recommended for most organizations to help you activate your ³Ô¹ÏºÚÁÏÍø account and quickly drive revenue from workplace giving programs.

Starts at $500

This offering includes:

  • 7-14 day onboarding period to maximize setup
  • Access to ³Ô¹ÏºÚÁÏÍø standard integrations to quickly grow workplace giving revenue
  • Activation of up to two integrated solutions to ensure no opportunities fall through the cracks
  • Up to two hours of one-on-one support time to ensure success
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³Ô¹ÏºÚÁÏÍø – Advanced Onboarding Package

Access advanced setup and customization settings.

Recommended for large organizations with unique technology needs and greater customization required to begin amplifying impact.

Starts at $2,500

This onboarding offering includes:

  • A 14 day onboarding period to uncover all matching and workplace giving opportunities
  • Access to ³Ô¹ÏºÚÁÏÍø’s standard and advanced integration offerings to fuel fundraising
  • Activation of two or more integrated solutions to eliminate silos and access all opportunities
  • Up to four hours of one-on-one support time to maximize account setup success
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What will you achieve with ³Ô¹ÏºÚÁÏÍø’s onboarding services?

Our onboarding packages provide the guidance and training needed to:

  • Activate our nonprofit software integrations and automatically identify supporters eligible for workplace giving opportunities
  • Configure emails to send from your organization to ensure high response rates
  • Customize your matching gift and workplace giving gift outreach to align with your strategy
  • Successfully set-up your dedicated workplace giving page to ensure no opportunities fall through the cracks
  • Get your team up-to-speed on platform best practices to maximize success
  • Understand your dashboards and reporting to track and grow success metrics over time
  • Meet the onboarding team dedicated to your success and discuss organization goals and requirements
  • and more!

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Don’t just take our word for it:

Hear from some of our 6000+ successfully onboarded clients

When we had questions about setting up ³Ô¹ÏºÚÁÏÍø to maximize our matching gifts, our account manager Liv was very knowledgeable and helpful! As nonprofit, this is a powerful tool to help increase our impact.

Knowledgeable staffHannah Wolff, Prison Fellowship International

While it was a big effort to create our own workplace matching website and integrate our Salesforce, we had the attentive help of our Nonprofit Onboarding Specialist who always answered questions with patience and kindness. Every step of the way, we had check ins and all inquiries were handled in a timely manner. Overall, a great tool to unlock revenue that you would miss otherwise!

Responsive teamLucy Yoshioka, TreePeople, Inc

We had an amazing onboarding experience. Our onboarding specialist was super helpful, providing us with checklists and support to keep us on track and to make sure we didn’t miss anything during setup. We already have folks opting in to make matching gifts! ³Ô¹ÏºÚÁÏÍø Matching is definitely increasing our revenue stream

Clear increase in revenue after onboardingLiz Dixon-Eversole, Milton Academy

The ³Ô¹ÏºÚÁÏÍø Team is incredibly responsive and knowledgeable. Their willingness to help has been instrumental in our organization’s implementation of the platform.

Onboarding session instrumental in successCatalina Fischer, Plan International USA

³Ô¹ÏºÚÁÏÍø has a great customer service team so if ever you need help, they are there ready, willing and able to help you every step of the way! Highly recommend!

Exceptional customer serviceDana DeLorenzo, Eanes Education Foundation

Very seamless process, DoubleTheDonation helped every step of the way

Seamless setup processMolly Lukschander, Family Equality

The onboarding team was helpful, patient, and answered all the questions, even the ones we didn’t know to ask. Looking forward to seeing these matching gifts come in!

Thorough onboarding processSamantha Stalling, Dunn School

Onboarding was easy and quick, and we’re already seeing an increase in identified matching gifts in the first week. Great tool!

Immediate increase in matchesVirginia Shenk, Mount de Sales Academy for Girls

This was super easy to set up. The ³Ô¹ÏºÚÁÏÍø team walked us through the whole process and was there to answer any questions we had. Highly recommend!

Easy setup processMaria Pederson

Check out our video testimonials

Hear what your peers are saying about ³Ô¹ÏºÚÁÏÍø.

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