Two new features have been added to HEP's GiftPlus online database.  First, you’ll notice that a company’s page may have yellow highlights.  Highlighted items denote a change from prior information.  The latest revision date continues to be shown in the upper right-hand corner of the selected company page. 

 

Secondly, a new feature allowing HEP clients to “custom print” a matching company guideline sheet has been added.  A “custom print” HEP sheet can be used as a communication tool between non-profits and their donors and prospects in a variety of matching gift situations.  For instance:

 

1) Include the “custom print” HEP sheet with telephone campaign pledge material to matching eligible alumni

2) Send the HEP sheet with a gift receipt and/or acknowledgment letter if the donor has not registered the gift

3) Provide the donor with company guidelines when you send “matching” reminder letters

4) Provide HEP sheets as a reference tool to your fundraisers when a matching eligible prospect/donor is involved

 

The “custom” HEP sheet is designed to be printed on your organization’s paper–there is sufficient margin space for your institution’s name, address, telephone number(s), fax numbers, etc.  Prior to beginning to use the new “custom print” feature, you may want to send to HEP your school’s .JPG graphic design of its mascot or logo. HEP will store this .JPG graphic for you.  Each time you create a custom HEP sheet, the correct graphic location will automatically appear in your template, and the logo will appear on the custom HEP sheet.

 

Please note that the template’s “Reasons to Register Your Gift For A Corporate Match” includes the following statement, “You receive Annual Giving Club credit for the match.”  If your organization does not give donor(s) “associated” or “soft” credit for a corporate match, you will want to delete this statement. You can easily insert another statement if you desire.

 

You are encouraged to e-mail Research at HEP Development Services (research@hepdata.com) with any company information that differs from what is shown.  Although companies complete annual surveys, changes in contact personnel, guidelines, and mergers are continually taking place.  HEP wants to display accurate and up-to-date company information.  Please do not hesitate to either e-mail Research or give a call at 1-800-681-4438.