Matching Gift Marketing & Automated Email Customization: What Other Organizations Are Doing

Are you tired of leaving free money on the table because donors simply don’t realize their employers will match their contributions?The massive awareness gap surrounding corporate philanthropy is a constant hurdle for fundraising teams—nearly 78% of corporate-eligible donors have no idea their workplace programs exist, resulting in thousands of dollars in lost revenue.To solve this critical challenge, we brought together an elite panel from our virtual summit featuring Courtney Davidson (Breakthrough T1D), Beth Wamsley (Colorado Symphony), and Michael Meadows (United Way Bay Area). They reveal how modern organizations utilize a robust fundraising automation approach to engage donors directly inside the transaction flow. Discover how to enhance your matching gift marketing strategy by optimizing automated email streams, overcoming internal tech pushback, and refining your outreach to maximize long-term donor retention and stewardship. Our guests share their actionable playbooks for capturing valuable employer data and seamlessly mapping these touchpoints to create a highly supportive, high-yielding donor journey.What You Will Learn1. Shrinking the Awareness Gap: Learn how to embed interactive matching gift tools directly into your transaction process to catch donors when their engagement is highest.2. Optimizing Email Cadences: Discover the ideal multi-touch timeline to follow up on matching opportunities without causing donor fatigue.3. Unlocking Volunteer Incentives: Find out how to scale corporate funding by leveraging volunteer grant programs to turn hands-on service hours into monetary support.4. Advanced Donor Segmentation: Explore strategic data filtering methods that allow you to customize appeals based on regional parameters, employee types, and specific milestones.Podcast Episode also Available on Youtube.