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At �ԹϺ�����, our commitment to improving our offerings and ensuring alignment with advancements in the industry⁠ (and, more importantly, with the needs of our clients⁠) has always been at the forefront of our operations. In order to meet the growing need, we offer varying subscription tiers for our flagship product, �ԹϺ����� Matching, which works alongside our broader suite of workplace fundraising solutions for nonprofits.

In this guide, we’re going to review our most popular feature tier, �ԹϺ�����’s Standard Plan⁠, and everything an organization should know about upgrading its account to benefit from it. We’ll cover:

• The �ԹϺ����� Difference
• �ԹϺ�����’s Pricing Tiers: FAQ
• Benefits of �ԹϺ�����’s Standard Plan: Impact + Value
• Matching Gift Essentials vs. Our Standard Plan
• Getting Started with �ԹϺ����� Standard

When it comes to maximizing matching gifts with automation, it’s important to us that our users are connected with the right tools for the job. For tons of nonprofits and schools, that means �ԹϺ�����’s Standard Plan.��Keep reading to see if it’s what you need to power your workplace fundraising efforts!

The �ԹϺ����� Difference

�ԹϺ����� is an industry-leading fundraising software provider, supplying powerful workplace giving solutions to thousands of organizations across its network of users. Today, the platform covers matching gifts, corporate volunteerism, sponsorships, and more.

What is �ԹϺ�����’s Standard Plan?

�ԹϺ�����’s Standard Plan is our most popular feature tier: a complete matching gift automation solution. The Standard Plan incorporates our full suite of workplace giving plugin tools but also goes several steps further to proactively identify and pursue matching gifts and other opportunities.

Specifically, our Standard Plan incorporates…

• A multi-faceted approach to uncovering match-eligible donors;
• Timely and personalized follow-up email cadences;
• Complete branding and personalization options;
• Optimized data reporting and synchronization.

Check out this 60-second overview to learn more:

By transitioning to our standard plan, more matching gifts are driven to completion, resulting in substantial corporate and overall fundraising revenue growth for its users. Not to mention, the entire process is automated for fundraising organizations and their donors, producing an optimized experience for everyone involved⁠. This also provides organizations with more time to devote to mission-focused opportunities without worrying about potential matches slipping through the cracks.

�ԹϺ�����’s Pricing Tiers: FAQ

Choosing the right �ԹϺ����� plan for your organization is essential for maximizing matching gift revenue. With multiple feature tiers available, nonprofits may have questions about which plan best suits their needs.��In order to address any uncertainty, we’ve compiled a list of frequent inquiries below.

What pricing plans does �ԹϺ����� offer?

�ԹϺ����� offers��multiple pricing tiers��designed to meet the needs of nonprofits of all shapes and sizes. Each plan provides access to the company’s industry-leading matching gift automation platform, but the features available vary based on the selected tier.

Available plans include:

Essentials ⁠— For organizations reporting less than $250,000 in contributions on their most recent Form 990, the Essentials Plan can be a great starting point⁠, particularly for nonprofits looking to introduce matching gifts for the first time. This starter plan provides access to �ԹϺ�����’s matching gift database, allowing donors to search for their employer’s matching gift programs. However, this tier offers limited integration (one donation form integration per Essentials account) and customization, which means organizations have a more limited view of their overall efforts.

���ٲ��Ի岹������⁠— Next, the Standard Plan is our most popular option, offering a balance of automation and customization to maximize matching gift revenue for nonprofits and schools that use the tools. This plan is ideal for organizations of all sizes looking to scale their matching gift efforts while reducing administrative workload. It’s currently recommended for organizations with a total annual revenue of more than $250,000, or anyone looking to scale up their workplace fundraising strategy. The Standard Plan includes everything offered by Essentials, in addition to promise creation, exclusion rules and company exclusions, one-off matching gift program management, and advanced reporting.

Enterprise��— Finally, the Enterprise Plan is the most advanced option, designed for the largest nonprofits and educational institutions handling high donation volumes and requiring��advanced customization. This tier includes everything within the Standard plan, plus parent/child accounts, multichannel messaging, custom APIs, and more.

Who qualifies for the Essentials plan?

The Essentials Plan is designed for smaller nonprofits looking to take advantage of corporate matching gifts without the need for advanced automation. To qualify for this plan, organizations must meet specific criteria, including having annual revenue under $250,000. In other words, in order to register for the Essentials plan, organizations must have reported less than $250,000 in total revenue per year on their most recent Form 990.

As organizations grow and generate additional revenue, they may need to transition to �ԹϺ�����’s Standard Plan to take full advantage of exclusive features like CRM integrations, advanced customization settings, and data import/export. Why? Those additional features are going to better accommodate their needs and help them unlock even more growth opportunities.

Why are mid-size and larger organizations better suited for the Standard plan?

While the Essentials Plan is an excellent entry-level option for smaller fundraising groups, it is exclusively available to organizations with less than $250,000 in total annual revenue. If your nonprofit exceeds $250,000 in nonprofit revenue, you’ll need to upgrade to a higher-tier plan⁠ (such as the Standard) to continue service.

However, even beyond basic qualifications, we recommend that most organizations opt for the Standard Plan to maximize their workplace fundraising potential. In addition to expanded functionality, �ԹϺ�����’s Standard Plan can also be the more cost-effective option for large-scale causes.��Rather than being billed by usage, the Standard plan leverages a flat annual fee⁠. For growing nonprofits handling a high volume of donations, this is generally the best fit, providing the tools and automation needed to scale efficiently and maximize revenue (and ROI) in the long run.

Is the Standard plan just for Matching?

No! While �ԹϺ����� was made famous for its matching gift solution, the Volunteering Standard plan is a comprehensive powerhouse designed to take your volunteer engagement far beyond the basics.

Like in the Matching module, �ԹϺ����� Volunteering offers multiple pricing tiers: Essentials and Standard. While Volunteering Essentials covers your foundational needs, the Standard plan introduces sophisticated automation sequences, deep-dive reports on Top Companies and Incomplete Employment Data, and an interactive registrations tab to manage your volunteer pipeline with ease.

Benefits of �ԹϺ�����’s Standard Plan: Impact + Value

Over time, it’s become evident that transitioning to �ԹϺ�����’s Standard Plan is more than an upgrade. It’s an opportunity to employ a transformative tool for nonprofits and education causes seeking to implement effective workplace fundraising and bring their efforts to new heights.

The overall benefits it offers are multi-faceted and include (but are certainly not limited to) the following…

Automated Matching Gift Marketing and Workflows

Through its advanced functionality and extensive database, �ԹϺ����� identifies matching gift opportunities at the moment of donation. It then guides donors through the process, driving these opportunities to completion and potentially doubling or tripling your matching gift fundraising revenue.

By automating this process with �ԹϺ�����’s Standard Plan, you can secure more matching gifts without adding extra work for your team. This means less time wrestling with data and more time focusing on your cause. It’s a comprehensive platform that provides actionable insights, automates follow-ups, and offers streamlined reporting on leading companies, repeat donors, campaign comparisons, missed communications, and more.

Seamless Data Ecosystem

�ԹϺ����� Matching integrates seamlessly with over 100+ donation tools and CRM systems. This means a smooth flow of data between your various platforms, reduced manual input, and enhanced accuracy.

Even better? Transitioning to �ԹϺ�����’s standard plan includes all integrations⁠ (donation forms and CRMs alike) at no additional cost!

Hint: We recommend integrating both a donation form provider and a donor database to ensure total coverage of your network.

 

Enhanced Donor Engagement

With automated, personalized outreach, �ԹϺ����� ensures that donors are always aware of matching gift opportunities. Meanwhile, �ԹϺ�����’s Standard Plan not only drives donor engagement but also encourages repeat donations. By providing donors with information about their employer’s matching gift programs, you empower them to make their donations go even further. And it comes with intuitive blocklist management to ensure communications are targeted, respectful, and delivered to the right audience.

More and Larger Donations

By making it easy for donors to discover and apply their employer’s matching gift programs, �ԹϺ�����’s Standard Plan can help you increase the size and impact of donations. After all, donors who know their gifts will be matched are often more motivated to give and give more generously.

Our research shows that 84% of individuals are more likely to donate if a match is offered, while 1 in 3 donors indicate they’d give a larger gift if matching is applied. The result? One study even reported that the average matched gift was 1.5 to 2X the size of the average unmatched gift!

Elevated Matching Gift Conversion Rates

More corporate matches are submitted and received by donors and organizations utilizing �ԹϺ�����’s Standard Plan than any other matching gift solution, including �ԹϺ�����’s Essentials Plan.

As supporters navigate the initial donation and subsequent matching gift processes, �ԹϺ����� is known for driving individuals further down their respective funnels. All in all, users see increased individual donation revenue, as well as higher matching gift success.

�ԹϺ����� Essentials vs. Our Standard Plan

�ԹϺ����� Standard includes everything offered by �ԹϺ�����’s Essentials Plan, plus innovative new features that elevate nonprofit and educational fundraising.

Take a look at the additional functionality offered by our flagship automation solution:

Not to mention, additional differences between the two subscription plans include…

Multiple Fundraising Software Integrations

Another fundamental advantage of transitioning to �ԹϺ�����’s Standard Plan is that it integrates directly with nearly all the most popular donation tools, CRMs, and peer-to-peer fundraising platforms. This makes it easier than ever for nonprofits and educational institutions to incorporate matching gifts in every phase of the fundraising process. And with �ԹϺ����� Standard, you can benefit from connecting multiple integrations at once (including donor management software!) to ensure no opportunity slips through the cracks.

If we don’t already integrate with your favorite giving solution? Don’t worry⁠; we’re developing new partnerships every day. Not to mention, there’s still a lot you can do by transitioning to �ԹϺ�����’s Standard Plan through its data import and export functionality, even without a native integration with your fundraising software.

One-Off Matching Gift Program Management

One-off matching gift program management allows organizations to create and oversee��custom matching gift programs��tailored to their specific fundraising needs. This feature is currently exclusive to �ԹϺ�����’s Standard and Enterprise Plans, enabling eligible nonprofits to add unique matching gift programs directly into the database platform.

With this capability, organizations can ensure that donors working for companies with exclusive or cause-specific matching gift opportunities, such as limited-time campaigns or event-based matches, can easily access and utilize these programs.��In contrast, our Essentials Plan does not include this feature, meaning nonprofits must track and communicate these opportunities externally rather than integrating them into the �ԹϺ����� platform.

More In-Depth Data Reporting

Though the Essentials Plan provides access to birds-eye view statistics, such as the top companies searched in an organization’s matching gift plugin, transitioning to �ԹϺ����� Standard brings the scope of matching gift data reporting to a new, comprehensive level.

Pictured in a sample dashboard below, �ԹϺ�����’s Standard Plan empowers fundraisers with smart insights into their current matching gift efforts as well as lucrative opportunities for expanding initiatives.

This 360-degree view includes analytics such as:

• Total revenue, number, and percentage of donations marked as match-eligible
• Total revenue, number, and percentage of matching gifts submitted
• Total revenue, number, and percentage of verified matches received
• Email delivery, open, and click rates
• Campaign comparisons (not available with Essentials)
• Top workplace giving companies (not available with Essentials)
• Repeat donors (not available with Essentials)
• Incomplete employer data (not available with Essentials)
• Missed communication (not available with Essentials)
• And more!

Getting Started with �ԹϺ�����’s Standard Plan

As we explore this critical transition together, we want new �ԹϺ����� Standard users to feel ready for the change ⁠and empowered with the tools and knowledge they need to make the most of the platform.��Here are a few things your team can do to prepare!

Understand the Unmatched Value

The cost of �ԹϺ�����’s Standard Plan reflects the significantly increased value and capabilities it offers. Not to mention, our pricing is scaled based on a number of factors⁠. These include the size of an organization and its individual fundraising amounts. The result is that smaller organizations pay less than larger ones.

All in all, pricing plans are designed to provide a significant return on investment⁠, producing an average 20-50% increase in match revenue in a single year.��Some organizations have even identified enough matching gifts using �ԹϺ�����’s Standard Plan in a single day to cover the total annual subscription cost!

Utilize Personalized Assistance

During your transition to �ԹϺ�����’s Standard Plan, our dedicated client success team will reach out to provide assistance. Our goal is to help maximize your �ԹϺ����� platform, ensuring you’re leveraging its features to their fullest potential.

We’re here to support you every step of the way as you navigate this process. Feel free to contact our support team with any questions or for assistance with your �ԹϺ����� Standard account.

Learn More About �ԹϺ����� Matching

To support your transition, we’ve prepared several materials that dive deeper into the benefits of �ԹϺ�����⁠ Matching and how you can make the most of the platform.��Check out the following resources to get started:

• Integration search widget to identify platforms available within our partnership network.

The more you know about our platform and the functionality available to you, the better you can make an informed decision about the tools you need to supercharge your efforts.

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Onward and Upward with Your Matching Gift Revenue

We’re beyond excited about this new chapter⁠—and the opportunity to showcase what �ԹϺ�����’s Standard Plan will bring. As always, we’re grateful for your continued support and trust. Plus, we’re eager to help you unlock new levels of success as you transition to our Standard Plan.

Here’s to the next chapter of your fundraising journey!

For any further queries or support, please feel free to reach out to our team today.