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The Employee Giving and Volunteering Guide and Planner 2027
For program managers of established giving, matching, and volunteering programs who want more employees to start and keep coming back.
What is The Employee Giving and Volunteering Guide and Planner 2027?
The Employee Giving and Volunteering Guide and Planner 2027 is a free PDF guide from Teleskope for program managers who run established employee giving, donation matching, and volunteering programs.
It helps teams grow participation beyond their most committed employees, with frameworks, decision sheets, checklists, a quarter by quarter 2027 planner, and shared metric definitions for reporting to leadership.
Get your free copy of the 2027 guide:
What is inside The Employee Giving and Volunteering Guide and Planner 2027?
The 2027 giving landscape
Four shifts shaping the year, and what each one means for your program. Use it to brief leaders on why 2027 plans must change.
Program architecture
The Participation Ladder and the Two-Layer Nonprofit Model. Use it to widen nonprofit choice without a manual review queue.
Giving and donation matching
A ways-to-give menu, the Match Design Decision Sheet, a sample budget split, five campaign types, a 72-hour rapid response protocol, and a launch checklist. Use it to design a simple match and keep funds for year-end giving.
Volunteering and Dollars for Doers
A five-question partner need intake, a format menu, a Dollars for Doers design sheet, and a quarterly health check. Use it to offer the volunteering nonprofits actually need.
Governance and values alignment
Values rules, a three-level risk review, five misuse controls, steps for handling controversy, and the records test. Use it to keep every nonprofit decision consistent and on record.
Your 2027 planner
Quarterly actions for giving, volunteering, and governance, with key 2027 dates. Use it to plan the full year in one view.
Measuring and reporting
Nine metric definitions, the Impact Evidence Ladder, and the six questions leadership will ask. Use it to report numbers that compare across regions.
Frequently asked questions about employee giving and volunteering programs
How should a company design a donation matching program?
Most companies start with a 1:1 match all year, an annual cap most employees never reach, and a low or no minimum so small gifts count. Split the budget before the year starts so funds remain for year-end giving, and keep the rules simple enough to explain in one sentence. The guide includes a decision sheet showing when to change each setting.
Which dates belong on a 2027 employee giving and volunteering calendar?
Key 2027 dates are MLK Day of Service (January 18), National Volunteer Week (April 18 to 24), Earth Day (April 22), 9/11 Day of Service (September 11), Make a Difference Day (October 23), GivingTuesday (November 30), and International Volunteer Day (December 5). Pair a way to give with a way to serve at each one, and the planner maps every date to quarterly actions.
Bookmark this page: The 2027 Cause and Giving Calendar
What metrics should an employee giving and volunteering program report?
Start with participation rate, repeat participation rate, and match utilization, using the same definitions in every team and region. Then add depth and outcome measures, such as employees who moved up a step and what changed for nonprofit partners. The guide defines nine core metrics and an Impact Evidence Ladder for leadership reports.
