Advancement · Grants & Funding

The match is there.
Someone has to ask.

Thousands of employers match their staff’s charitable gifts, and much of that money is never claimed because donors do not know or forget to file. Add each employer your donors work for with its program rules. The organizer works out the match the school could receive, ranks the companies and flags donors who have not been told.

Add an employerWhat you get
$12one-time · every device you sign in on
Buy · $12

Included with Caveat Classroom and Whole-school licenses. Or get it in the Grant writer’s desk, $49 for 55 items.

Employers

The worked example is made up, with invented companies: a bank matching dollar for dollar, a software company matching two to one with a cap and a three-month window, and a health system whose program excludes schools. Saved on this device only.

Loading the company form. If nothing appears, turn on JavaScript.

What you get

Advancement · Grants & Funding$12 · included with Classroom and Whole-school licenses

What you finish with
A record per employer: company, donors who work there, their gifts this year, match ratio, minimum, annual cap per employee, eligibility, request window, how requests are made and four follow-up checks. Works out the possible match, capped per employee; totals and ranks possible matches; flags programs that exclude the school or are unclear, short request windows, donors not told and caps that limit the match.
Who it is for
Development directors, annual fund staff and parent association leaders at schools that raise money from families and alumni.
Format
Browser organizer with a saved record per employer. Prints one employer, every employer in a table or a blank research sheet; downloads a spreadsheet (.csv); exports and imports a file.
Access
$12 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the Grant writer’s desk ($49) and the Advancement Suite pass ($99), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The Grants & Funding space in Caveat Advancement.
Support
Questions about access, an order or a correction: team@caveatacademic.com.

How to use it

  1. List employers from donor records and gift forms.
  2. Look up each program’s rules once.
  3. Enter this year’s gifts from each company’s staff.
  4. Tell donors at the top companies first.
  5. Confirm requests as they come in.

Add an employer

How matches arrive

How a matching gift reaches the school1Donor givesTo the school, as usual.2Donor asksIn the employer’s portal or ona form.3School confirmsThat the gift arrived, withits tax ID.4Company paysOften in a quarterly batch.5Thank twiceThe donor, and the company ifit wants it.How a matching gift reaches the school1Donor givesTo the school, as usual.2Donor asksIn the employer’s portal or on a form.3School confirmsThat the gift arrived, with its tax ID.4Company paysOften in a quarterly batch.5Thank twiceThe donor, and the company if it wantsit.
Only the donor can start most requests, which is why telling donors is the step that matters most.

Who qualifies

Programs differ. Some match gifts to any 501(c)(3) charity, some include public schools as government entities and some exclude K-12 schools altogether or match only higher education. Read each company’s guidelines, and keep the school’s tax status letter ready.

The cap

In the worked example, three Corvid donors gave $3,000. At two to one that is $6,000, but the $1,500 cap per employee holds the match to $4,500. Caps are per employee per year, so spreading the ask across more donors raises more.

Sources

  1. Double the Donation. Matching gift statistics and program research (doublethedonation.com).
  2. Internal Revenue Service. Publication 526, charitable contributions, and the 170(c) list of qualified organizations, including governmental units (irs.gov).
  3. Council for Advancement and Support of Education. Matching gift details and reporting standards (case.org).
  4. Association of Fundraising Professionals. Workplace giving and matching gifts (afpglobal.org).

The worked example is made up and the company names are invented. Nothing you type is sent to Caveat. Support: team@caveatacademic.com.