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

The 2025 Tax Shift: Harnessing New Tax Realities to Empower Your Strategic Philanthropy

Are shifting tax laws leaving your nonprofit's fundraising strategy in limbo? US tax policies undergo massive overhauls roughly every decade, and the implementation of the 2025 HR 1 tax reform is already fundamentally changing how supporters approach philanthropy. In this episode of The Nonprofit Boost, host Immaculate sits down with Lauren Costello Ekmekjian, Senior Vice President at CCS Fundraising, to dissect what these changes mean for your bottom line. Lauren maps out the exact playbook your organization needs to navigate these lumpy revenue patterns, utilize challenge matches effectively, and stress-test your case for support. Don't let tax-season anxiety compromise your donor retention—learn how to turn regulatory volatility into a strategic advantage. What You Will Learn 1. The HR 1 Landscape: Break down the specific tax changes impacting individual and corporate donors. 2. Peak Giving Years & Bunching: Discover how high-income households consolidate multiple years of giving to maximize their tax savings—and how it affects your financial forecasting. 3. Corporate Giving Adjustments: Understand how the new corporate floor will push companies to form fewer, more strategic partnerships. 4. Actionable CRM Audits: Step-by-step instructions on how to evaluate your top 25 to 50 donors to preemptively manage potential giving shifts. Podcast Episode Also Available on Youtube.

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 Learn 1. 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.

The Data-First Approach to Modern Donor Engagement

Are your mass messages drowning out the real humans behind your donor list? Many organizations think that becoming data-driven requires collecting an overwhelming mountain of information. The reality is that stacking up disorganized data sets creates internal clutter and inaccuracies that distance your team from your supporters. True donor stewardship isn’t about quantity over quality—it’s about leveraging the data you already have to show your audience that you listen, care, and value their unique relationship with your mission. In this episode of The Nonprofit Boost, we sit down with data strategy experts Lana Lincoln from Agile Cloud Consulting and Kirk Schmidt from Darkvision Consulting. Both guests pull back the curtain on how to transform an overwhelming CRM into a highly realistic, humanized outreach plan. They dive into how a strategic approach to tracking donor preferences, spelling, and giving patterns protects your organization from ruining critical relationships. We also unpack the massive connection between donor awareness and corporate outreach. If you want to stop passive tracking and learn how to implement an effective data retention plan or boost your workplace giving efforts, this blueprint is designed for you. Discover how to create high-impact donor communications and learn how testing tiny "test patches" can lead to massive fundraising victories. What You Will Learn: 1. Quality Over Quantity: Why tracking less information with higher accuracy is the ultimate secret weapon for modern donor retention. 2. The Comfort of Being Wrong: How letting data challenge your internal assumptions reveals how different demographics actually want to give. 3. Mass Personalization Tactics: A brilliant, scalable phone-video hack utilizing census data to deeply engage up to 60% of your donor pool. 4. Donor Intent vs. Donor Awareness: Why making workplace match information visible helps organizations like Main Public unlock massive revenue. 5. Internal Room Cleaning: How running standard data maintenance and standardized formatting sets your team up to successfully experiment with AI fundraising tools. Also Available on Youtube.

Beyond the Ask: Empowering the Team to be Donor Cultivators and Stewards

Are your non-fundraising staff members suffering from "the ick" when it comes to talking about money? Many organizations silo their development efforts, but the truth is that donors don't fall in love with gift officers—they fall in love with your mission. When program staff, front-desk teams, or board members don't see themselves as part of the donor journey, you are leaving massive impact on the table. In this episode of The Nonprofit Boost, host Immaculate sits down with Jill Anderson, Principal and Founder of Jill C. Anderson Consulting, LLC. Jill shares her "secret power" for fundraising: she rarely asks for money. Instead, she empowers her entire institution to share "mission moments." We dive into the tactical steps to bridge the gap from the boardroom to the breakroom, ensuring every employee is equipped with the right fundraising tools to act as an ambassador for your cause. Learn how to improve your donor stewardship by making every touchpoint personal and why democratizing your donor retention strategy is the key to long-term sustainability. What You Will Learn: 1. Mission Moments: How to identify and share stories that naturally invite philanthropic support without a hard sell. 2. Behavioral Cues: Learn the "cheat sheet" for identifying high-potential supporters based on event attendance and email engagement. 3. Internal Success Sharing: Why celebrating wins across the organization—not just in the development office—is vital for donor stewardship. 4. Personalized Thank-Yous: Discover how to automate your matching gift revenue while keeping your gratitude personal through video tools and handwritten notes. 5. The Long Game: Strategies for creating multiple touchpoints to protect the organization against staff turnover. Also on Youtube.

Why Donors Respond: Challenge Grants and the Psychology of Giving

Are you leaving money on the table because your fundraising appeals lack urgency? Many organizations struggle to move the needle with donors, often falling back on repetitive internal messaging that leads to audience fatigue. In this episode of The Nonprofit Boost, we sit down with Michael Stein of Laguna Creek Consulting to dive deep into the psychology of why donors respond to specific incentives. Michael shares his 30 years of expertise on how to use challenge grants and matching gifts to not just double your revenue, but to build authentic trust with your community. We explore the "art and science of persuasion," moving away from internal spokespeople toward powerful social proof. You’ll also discover how to leverage matching gift automation and workplace giving to increase your impact without asking your donors to dig deeper into their own pockets. What You Will Learn: 1. The Psychology of the Match: Why 84% of donors are more likely to give when a matching gift is on the table. 2. Authentic Messaging: How to move away from "match saturation" and identify external messengers for better social proof. 3. Strategic Timing: Finding the "magic moment" in your calendar to launch a campaign, from capital campaigns to annual funds. 4. Leveraging Corporate Support: Using volunteer grants and volunteer time off (VTO) to turn time into treasure. 5. The Spring Cleaning Effect: Practical steps to refresh your "Ways to Give" pages and welcome series for better donor retention. Notable Quote: "Fundraising at its heart is the art and science of persuasion—encouraging people to open their hearts and their wallets to a cause." Chapter Timestamps: (00:00) Intro (01:32) Meet Michael Stein of Laguna Creek Consulting (03:32) The Psychology of Challenge Grants (08:24) 84% of Donors: The Power of the Match (11:00) Avoiding Match Saturation and Finding Your Creative Edge (15:58) The Danger of Internal Messaging vs. External Social Proof (19:42) When to Use (and Not Use) a Challenge Grant (21:20) The "Magic Moment" Example (28:01) Balancing Growth with Donor Relationships (33:05) Leveraging Workplace Giving and VTO (38:13) One Small Change: The Community Voice (40:22) The "Spring Cleaning Effect" for Your Website Also Available on Youtube.