This article explains scenarios in which additional fields may be required and how that is supported by Double the Donation.
In some cases, additional information from donors/employees may be required or recommended at the time of a matching gift request. A few examples:
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Available funds: Most donors/employees have a set "budget" they can use to get their donations matched in a set amount of time, usually a year. When requesting a match, donors/employees may need to ensure they have sufficient unspent funds to avoid "overdrawing" or having their request later denied.
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Company program requirements: Company matching gift programs come with minimums, maximums, and any number of related eligibility requirements. Donors/employees may need to confirm their gift meets these requirements before submitting their request.
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Fund distribution: Some companies allow employees to direct their matching gift funds from a particular fund or budget within their company. For example, a disaster relief fund or a mission-driven (e.g., cancer awareness month) fund. Donors/employees may need to indicate which fund they want to draw their request from.
Double the Donation can support a wide variety of required fields in the autosubmission flow. Once the donor/employee is authenticated and the company selected, the relevant information can be presented to the donor for interaction. See below for an example:
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Additional required fields can be surfaced to the donor/employee in a few different ways. A few examples:
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Double the Donation can call an endpoint maintained by your platform that returns the relevant required fields for the individual donor/employee. Double the Donation will then render the form in the confirmation page plugin and style it appropriately.
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Your platform can provide code (preferably JavaScript) that will make calls back to your platform and render a pre-styled form in the Double the Donation confirmation page plugin.
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A custom approach co-developed in collaboration with your platform developers.
Work with your Double the Donation Partnerships Manager ( partners@doublethedonation.com) to choose the right approach for your platform.