From Setup to Success: Best Practices for Your Double the Donation Account

Описание: Are you just "set up" in your platform, or are you set up for success?

Many nonprofits leave thousands in workplace giving revenue behind because they treat their technology as a background tool rather than a strategic partner.

In this episode of The Nonprofit Boost, we sit down with Trisha Tan, a Client Experience Specialist at Double the Donation, to reveal the high-impact tweaks that transform your results. Trisha explains how to move beyond basic donation forms by maximizing your fundraising intelligence and the necessity of workplace giving visibility across your digital footprint.

What You Will Learn:
1. Strategic Integrations: Why connecting your CRM is the key to capturing 90% or more of your matching gift potential.
2. Underutilized Reports: How to use the "Eligible but Not Submitted" report to drive immediate donor stewardship and action.
3. Beyond Matching: Discover the power of the ⁠payroll giving⁠ and ⁠volunteer grant⁠ modules to create a holistic workplace giving ecosystem.
4. Marketing Assets: How to leverage free, ready-made ⁠marketing materials⁠ to increase awareness without stretching your team thin.

"Automation surfaces opportunities, but it’s engagement that unlocks them. Technology shows you the potential, but that extra layer of intentional action turns it into real revenue."

Chapter Timestamps:
(00:00) Intro
(01:45) Meet Trisha Tan & The Role of Client Success
(02:47) Q: What are the very first things an organization should do inside their DTD account to set themselves up for success?
(03:50) Strategic Setup: Integrations and CRM Coverage
(06:15) The Power of Customizing Automated Outreach
(08:30) Improving Website Visibility for Matching Gifts
(09:39) Q: What are the most underused tools or settings in DTD—and how can nonprofits start using them to really maximize results?
(12:10) Hidden Gems: Utilizing the Companies Report
(15:40) Exploring Payroll Giving & Volunteer Modules
(16:46) Q: Could you share a few of the most important new modules or features that have been added to DTD recently, and briefly explain how nonprofits can use them to get more value from their account, not just in matching gifts, but across all modules?
(18:25) Corporate Sponsorships & In-Kind Donations
(21:50) The 10-Minute Action Plan for Immediate Impact
(24:30) Closing Thoughts: Meeting Opportunity Halfway

🎙️ Listen to this FULL EPISODE of The Nonprofit Boost Podcast by Double the Donation
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Reach out to Double the Donation at [email protected]

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