SayPro Coordinate with PartnersWork with companies and other institutions to identify external matching gift opportunities for SayPro employees and supporters.

Tasks to be Done for the Period: January

SayPro Coordinate with Partners

Objective: Establish and strengthen relationships with companies and institutions to identify external matching gift opportunities for SayPro employees and supporters, maximizing fundraising potential.

Action Plan:

1. Research and Identify Potential Corporate Partners:
   • Purpose: Identify companies and organizations with matching gift programs that align with SayPro’s mission and values.
   • Action Steps:
     • Conduct research to create a list of potential corporate partners that offer matching gift programs.
     • Use tools such as matching gift databases (e.g., Double the Donation, YourCause) to identify companies that match donations.
     • Reach out to employee networks or internal teams to gather information about the matching gift programs offered by partners or companies SayPro employees are associated with.
     • Prioritize companies based on their matching gift contribution capacity and relevance to SayPro’s goals.
2. Initiate Contact with Identified Companies and Institutions:
   • Purpose: Establish initial contact with potential partners to inquire about matching gift opportunities.
   • Action Steps:
     • Draft a customized outreach email or letter introducing SayPro, explaining the matching gift program, and highlighting the benefits of corporate participation.
     • Reach out to corporate social responsibility (CSR) departments or HR teams at target companies to discuss matching gift programs and inquire about any external opportunities.
     • Follow up with phone calls or LinkedIn messages to ensure the outreach is received and to address any questions.
     • Build a relationship with key contacts to understand their matching gift criteria and how SayPro can engage their employees in supporting the program.
3. Negotiate and Establish Matching Gift Agreements:
   • Purpose: Formalize agreements with partner organizations to ensure employees have access to matching gift opportunities.
   • Action Steps:
     • Negotiate terms with corporate partners to ensure SayPro employees can participate in their matching gift programs.
     • Work with legal or partnership teams to create agreements that outline how matching gifts will be processed, including any necessary paperwork or verification processes.
     • Set clear expectations regarding deadlines, eligibility requirements, and contribution limits for matching gifts.
     • Develop co-branded materials (e.g., flyers, emails, or web content) to promote the matching gift opportunities to employees of corporate partners.
4. Promote External Matching Gift Opportunities to SayPro Employees and Supporters:
   • Purpose: Ensure SayPro employees are aware of external matching gift opportunities and how to take advantage of them.
   • Action Steps:
     • Update the SayPro website and internal communication platforms with information about external matching gift opportunities from partner organizations.
     • Send targeted emails to employees and supporters, informing them of new or ongoing external matching gift opportunities with partner companies.
     • Share external matching gift success stories or testimonials from employees who have benefited from the program, encouraging others to participate.
     • Provide step-by-step instructions on how employees can access and submit matching gift requests for participating companies.
5. Track and Report External Matching Gift Opportunities:
   • Purpose: Monitor the success of partnerships and track matching gift contributions from external sources.
   • Action Steps:
     • Set up a system to track external matching gift donations and contributions through a dashboard or spreadsheet.
     • Work with the finance or donor relations team to ensure proper reporting of contributions from corporate matching gift programs.
     • Maintain regular communication with corporate partners to ensure their employees are actively participating and that donations are being processed smoothly.
     • Report progress to the management team on a monthly basis, highlighting external contributions and engagement metrics.
6. Foster Long-Term Relationships with Corporate Partners:
   • Purpose: Build lasting relationships with corporate partners to ensure continued matching gift support for SayPro.
   • Action Steps:
     • Send thank-you notes and acknowledge corporate partners publicly (via social media or internal newsletters) for their participation in the matching gift program.
     • Host annual check-ins with key corporate partners to discuss program results, explore new opportunities, and ensure ongoing collaboration.
     • Identify opportunities for co-branding or joint initiatives, such as matching gift campaigns or community outreach, to strengthen the partnership further.
     • Encourage employee engagement events with partner companies to raise awareness of SayPro’s mission and deepen connections.
7. Leverage Existing Relationships for New Matching Gift Opportunities:
   • Purpose: Explore new partnerships by leveraging current relationships with corporate sponsors, donors, or employees.
   • Action Steps:
     • Conduct internal outreach to SayPro’s leadership and staff, asking if they are connected with companies that offer matching gifts or have CSR programs.
     • Ask donors and key supporters to introduce SayPro to corporate decision-makers who may be interested in supporting the matching gift initiative.
     • Utilize SayPro’s board members, volunteers, and ambassadors to tap into their corporate networks and identify additional matching gift opportunities.
8. Provide Resources for Partner Companies to Promote Matching Gifts:
   • Purpose: Empower corporate partners to actively promote the matching gift program within their organizations.
   • Action Steps:
     • Develop custom marketing materials (e.g., email templates, flyers, digital banners) that corporate partners can distribute to their employees to promote the matching gift program.
     • Offer webinars or Q&A sessions for corporate partners to help them understand how the matching gift process works and how they can effectively promote it internally.
     • Create a partner toolkit with all necessary resources, such as instructions, deadlines, and FAQs, to make it easy for companies to engage employees in the matching gift program.
9. Evaluate the Success of External Matching Gift Opportunities:
   • Purpose: Measure the effectiveness of external partnerships and make adjustments for future collaboration.
   • Action Steps:
     • Collect feedback from corporate partners and employees who have participated in the external matching gift program, assessing their experience and areas for improvement.
     • Review participation rates and donation totals from external partners to identify successful strategies and areas where additional support may be needed.
     • Prepare a quarterly report to analyze the effectiveness of external matching gift efforts and propose strategies for expanding partnerships in the following quarter.

Expected Outcome:

• Stronger relationships with corporate partners, leading to increased opportunities for SayPro employees and supporters to participate in matching gift programs.
• Enhanced participation in matching gift initiatives, with external corporate contributions boosting fundraising efforts.
• A structured and well-documented process for engaging corporate partners and maximizing matching gift opportunities for SayPro.

By the end of January, SayPro will have successfully established partnerships with multiple companies and institutions, expanding matching gift opportunities for employees and supporters, and maximizing overall contributions to support the organization’s mission.