From Challenges to Opportunities: Workplace Giving Solutions in Salesforce

Feb 19, 2024

Workplace giving programs are pivotal in generating substantial funds for nonprofit organizations annually, often serving as an unexpected revenue stream for many. However, organizations frequently grapple with how to transform their programs from reactive to proactive, maximizing the value of data disbursement reports and effectively harnessing and utilizing the wealth of donor data they generate, with challenges that range from manual data entry errors to complex Excel files incompatible with Salesforce.

With proper integration and technology, accessing and leveraging this data becomes more accessible for database administration teams, hindering engagement and organizational impact.

In this blog post, we explore the significance of workplace giving data and highlight three common challenges and opportunities to optimize time, efficiency, and bandwidth in managing this data within Salesforce.

Did you know… workplace giving contributes to $5 billion annually, many of which are unsolicited donors?

Challenge #1: Navigating the Complexity of Workplace Giving Data 

Managing workplace giving data poses significant challenges for nonprofit organizations. This data encompasses donor information from different sources, including individual contact details, matching gift details, and employer information.

However, capturing this data into Salesforce can be daunting due to its varied formats and the extent, accessibility, and transparency of the information provided when submitting donations through their workplaces. For data administrative teams, manually keying in data could be more efficient and create many errors and duplicate entries.

Consider a scenario where a nonprofit receives workplace giving data from multiple workplace giving platforms, each employing different data formats and structures. For example, one company might provide detailed donor information in a structured spreadsheet format, while another might submit incomplete data that the nonprofit has to rummage through and reconcile. This process is both time-intensive and an inefficient operational process that can hold teams up and fail to provide a complete picture of the donor’s giving history, interest, and involvement.

Challenge #2: Efficient Integration of Workplace Giving Data

Integrating workplace giving data efficiently into Salesforce is crucial for nonprofits. This requires nonprofits to have visibility into individual donations and accurately credit matching gift contributions at the company level.

For example, if a donor’s employer matches their donation, they should credit the donor and the company accordingly. This requires matching capabilities that consider various criteria such as email addresses, phone numbers, names, and addresses to ensure accurate associations between donors and their employers.

If a nonprofit wants to identify all company employees who have donated within a specific employer, they should be able to match donor information with employee records in Salesforce.

Challenge #3: How to Drive Impact with Workplace Giving Data

Once this data is entered into Salesforce accurately, you can begin to take action. Here, we highlight three key areas of opportunity:

Long-term Giving. A comprehensive view of a donor’s giving history is essential for acknowledging and nurturing relationships, ultimately driving future contribution growth. Funders struggle to tailor donor interactions without this insight, potentially missing out on significant gifts.

Proper donor acknowledgment, facilitated by accurate management of workplace giving data, enables personalized and timely outreach, keeping the nonprofit top-of-mind for donors.

Strategic Engagement with Individuals and Corporations. Clean, accurate data is essential for nurturing relationships at the individual donor and corporation levels. On the individual donor front, insufficient data leads to a lack of personalized engagement and stewardship. Without a comprehensive understanding of donors’ giving history, preferences, and interests, nonprofits struggle to effectively tailor communication and outreach efforts.

This can result in missed opportunities to cultivate relationships, express gratitude, and inspire continued support, ultimately hindering donor retention and contribution growth. At the corporate level, without insights into the collective impact of employees’ donations or the ability to provide detailed reporting to corporate partners, nonprofits miss out on opportunities to strengthen corporate partnerships, secure increased support, and explore collaborative initiatives such as employer-matching programs or corporate sponsorships.

Through comprehensive donor profiles, impact reporting, and timely, personalized outreach, nonprofits can utilize data that drives their engagement – and mission– forward.

Unlocking Opportunities for Planned Giving Programs. Consistent donors, often contributing through workplace giving programs, represent a significant potential source for planned gifts. However, without clean data, nonprofits struggle to optimize planned giving programs and engage donors regularly.

Leveraging workplace giving data enables organizations to identify and cultivate major giving prospects, maximizing opportunities to convert them into planned or major donors.

By recognizing and effectively managing workplace giving data, nonprofits can capitalize on these opportunities to drive growth, foster meaningful relationships, and maximize their impact on the communities they serve.

About Omatic 

It’s time to effectively nurture workplace giving donors through the power of Omatic.

With ImportOmatic+, you can easily connect your workplace giving data from any source, creating a single point of ingestion for all data coming into Salesforce, and ensuring you never lose an individual workplace giving donor’s contact history again.

Streamline your processes by identifying and preventing duplicates, matching gifts and records, and addressing potential formatting issues to provide your teams with the integrated data they need to engage workplace giving supporters at the individual level.

With Omatic, gain confidence that donor data will be imported consistently each time, ensuring accurate data and enabling you to launch personalized campaigns and engage workplace giving donors faster.

Are you ready to automate importing CSR files, reduce errors, save time, and improve the supporter experience?

Ready to effectively nurture workplace giving donors?

Nonprofit professionals working with their fundraising CRM and coming up with fundraising goals
Heather Jackson

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