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0004 Matching Gift brochure 1/23/06 3 48 PM Page 1 JPMorgan Chase Foundation PART A to be completed by Employee/Director MATCHING GIFT APPLICATION J P M O R G A N C H A S E F O U N D AT I O N Employee Standard I. Signature of employee/director Legal name of nonprofit organization EIN Mailing address City State Zip Code Telephone Fax services tuition religious purposes or for an otherwise ineligible organization as cited in this brochure. Signatur...
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How to fill out ineligible matching gift form

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How to fill out an ineligible matching gift form?

01
Obtain the ineligible matching gift form from the organization or employer that offers the matching gift program. This form is typically available on their website or can be requested from the HR or benefits department.
02
Carefully read through the instructions and requirements mentioned on the form. Pay attention to any specific guidelines or eligibility criteria that need to be met to qualify for the matching gift program.
03
Fill out all required fields on the form accurately and completely. This may include providing personal information such as your name, address, and contact details.
04
Clearly state the details of your donation or contribution that you would like to be matched. Include the date of the donation, the amount or value, and the name of the charity or nonprofit organization that received the gift.
05
Attach any supporting documents that may be required along with the form. This could include a copy of the donation receipt or acknowledgement from the charitable organization.
06
If the form requires a signature, sign it in the designated area. Make sure to read any declarations or terms that need to be agreed upon before signing.
07
Review the filled-out form for any errors or missing information before submitting it. It is important to ensure the accuracy of the information provided to avoid any delays or rejections.

Who needs an ineligible matching gift form?

01
Employees or individuals who have made a donation to a nonprofit organization or charity.
02
Individuals who work for companies or organizations that offer a matching gift program.
03
Those who want their donations to be matched by their employer or organization as part of their corporate social responsibility initiatives.
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The ineligible matching gift form is a document used to report gifts that do not meet the criteria for matching by a company or organization. This form helps track and document ineligible matching gift requests.
Non-profit organizations and individuals who have received gifts that are not eligible for matching by a company or organization are required to file the ineligible matching gift form.
To fill out the ineligible matching gift form, you need to provide details about the gift, including the date received, the amount, the donor's information, and the reason why it is ineligible for matching. Make sure to follow the instructions provided on the form.
The purpose of the ineligible matching gift form is to accurately report and track gifts that do not meet the criteria for matching. It helps ensure transparency and accountability in matching gift programs.
The ineligible matching gift form typically requires you to report the date of the gift, the amount, the donor's information, and the reason why it is ineligible for matching. Additional information may be required depending on the specific form and requirements.
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