We're so glad you're joining us! This article covers key considerations and tasks when companies switch to DonationMatch for handling in-kind donations and marketing opportunities more efficiently and effectively.
Once your company profile is set up, our team will be right there to help you transition smoothly. Here's all it takes:
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Check your ApproveForGood renewal date so you know when to give notice and avoid overlap.
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Export your past donation records and send them to DonationMatch — we'll import your history to make tracking and screening easier from day one. Key fields to include: EIN/Tax ID, event/request date, approval/decline status, organization name, and donated item(s).
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Build your donation profile — what you donate, typical quantities, value, description, restrictions, and eligible locations. You'll also set eligibility criteria (cause category, event type, demographics, etc.) and choose how fulfillment works (e-certificates, barcoded tickets, shipment, or pickup). Already use a ticketing or POS system? Ask us about free integrations!
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Update your website link with your DonationMatch referral link so new applicants land in the right place. (Find it in the "Received a Request Letter?" email.)
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Give your team and frequent partners a heads up that requests now go through your new DonationMatch link. Use the "Received a Request Letter?" option on your dashboard for anything that comes in through other channels.
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Review your first wave of requests to fine-tune your criteria, filters, and messaging — then you're off and running!
- Cancel ApproveForGood once your records are imported, your account is live, and your links are updated. Done!
Our team is here every step of the way — don't hesitate to reach out to your Account Liaison or Support@donationmatch.com. We can't wait to get started with you!
Prefer to see/save this as a Google Doc?
Step-by-Step: Transitioning from ApproveForGood to DonationMatch - Google Doc