AffinityX2

Formerly HEPdata Matching Gifts

AffinityX2 by Affinaquest is a matching gift solution designed to streamline and optimize the matching gift process for organizations in higher education advancement, collegiate athletics, and nonprofit sectors. According to the vendor, this software is suitable for businesses of any size, offering automated matching gift identification, seamless integrations with CRM systems, and access to a comprehensive database of corporate matching gift policies. With AffinityX2, organizations can potentially maximize their matching gift revenue and enhance donor engagement.

Key Features

Auto Match: According to the vendor, AffinityX2 can automatically identify and track match eligible donors, both online and offline. It can connect the team with previously anonymous matching gift revenue and link updated matching gift policy information and revenue back into the CRM system.

Match Lookup: The vendor claims that AffinityX2 provides access to a robust gift matching program database. It offers employer-specific forms, guidelines, and contact information, all available with a single click. The software also allows for the embedding of the eMatch Donor Link within minutes using an easy-to-use widget.

Seamless Integrations: AffinityX2 enables organizations to tie every donation back to their gift processing system with seamless integrations. According to the vendor, this ensures that every matching gift opportunity is tracked and managed effectively in real-time. The admin dashboard provides insights into the health of the matching gifts program.

Real-time Updates: The vendor states that AffinityX2 taps into Affinaquest's proprietary database of 23,000 corporate matching gift policies, which are updated in real-time. This feature allows organizations to stay informed about the latest policies and guidelines to potentially maximize matching gift revenue.

Efficient Employer Lookup: According to the vendor, AffinityX2 allows donors to search for their employer before, during, or after making a gift to determine if their company will match. The auto-populating dropdown helps donors find the standardized Company Name, ensuring an accurate match.

Promote Matching Gifts: AffinityX2 enables organizations to promote matching gifts to online donors, giving them instant access to their employer-specific login, match forms, and guidelines. The employer lookup feature can be embedded anywhere on the website to encourage donors to explore their matching gift options.

Comprehensive Tracking: AffinityX2 offers an admin dashboard to track and manage the status of every matching gift opportunity in real-time. This feature provides insights into the health of the matching gifts program, identifies areas for improvement, and measures the impact of efforts.

Enhanced Donor Engagement: According to the vendor, AffinityX2 aims to increase donor engagement by providing easy access to their employer's matching gift program. This encourages donors to explore the potential for matching gifts, thereby potentially maximizing their impact and fostering a deeper connection with the organization.

Streamlined Workflow: AffinityX2 aims to streamline the matching gift process by automating the identification and tracking of match eligible donors. The vendor states that this software eliminates manual data entry and ensures that no matching gift opportunity goes unnoticed.

Flexible Implementation: AffinityX2 allows organizations to place the employer lookup feature online anywhere on their site and in multiple locations. The implementation can be customized to align with the organization's branding and design preferences, according to the vendor.