Enabling HEPData for your organization is simple, just follow the steps outlined below.
Note: HEPData integration is only available for clients in Canada and USA.
Once you have enabled HEPData, a “Matching Gift” area will be visible on the donation pages for all your events as shown in the image below.
The donor can then search for their employer by typing their employer name into the search box and clicking search. If the employer is found, the donor can then click on the employer name to see detail instructions about the matching gift eligibility and the process that the need to follow in order for the charity to receive the matching gift.
It is important to note that the HEPData integration is a means for providing donors with information about their employers matching gift eligibility. The Artez Application does not collect the matched gift.
Once the donor has found their employer they can confirm their selection (optional) by clicking on the My Employer button.
Note: The Matching Gift section is only available in English. If the language preference for the page is French, a matching gifts section will not be visible.
If you wish to add your own instructions for donors to follow within the Matching Gifts section;