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KOCH FOUNDATION PROCEDURE FOR MATCHING GIFTS IN THE MATCHING GIFT PROGRAM KOCH FOUNDATION MATCHING GIFT PROGRAM The eligible donor completes Section A of the Matching Gift Program form and sends the
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How to fill out procedure for matching gifts
01
Start by obtaining the necessary form or application for matching gifts from your employer or the organization offering the matching gift program. This form is usually available through the human resources department or the organization's website.
02
Carefully read through the instructions provided with the form. Make sure you understand the eligibility criteria for matching gifts and any specific guidelines or deadlines that need to be followed.
03
Begin by providing your personal information as required on the form. This typically includes your name, contact details, and employee identification number.
04
Next, provide information about the organization or charity to which you made the original donation. This may include the name, address, and tax identification number of the nonprofit organization. Double-check this information to ensure accuracy.
05
Fill out the details of your original donation, such as the date of the donation, the amount contributed, and the purpose or fund to which it was designated. If there are any supporting documents or receipts required, attach them securely to the form.
06
Follow the instructions for documenting proof of your original donation. This may involve providing a copy of your donation receipt, bank statement, or any other relevant evidence of your contribution. Be sure to make copies of all documents for your records.
07
Complete any additional information or verification required by your employer or the matching gift program. This may include indicating if the donation was made through payroll deduction, checking a box to confirm your eligibility, or providing any other necessary documentation.
08
Review your completed form carefully, ensuring that all fields are filled out accurately and completely. Check for any spelling errors or missing information.
09
Once you are certain that the completed form is correct, sign and date it as required. Keep a copy for your own records before submitting it to your employer or the matching gift program.
10
Finally, be aware of any submission deadlines and follow the instructions for submitting the form. This may involve mailing the form, submitting it online, or delivering it in person to the appropriate department or office.
Who needs a procedure for matching gifts?
01
Employees who want to maximize their charitable contributions by taking advantage of their employer's matching gift program.
02
Nonprofit organizations and charities that receive donations and want to provide their donors with the necessary information and documentation to apply for matching gift programs.
03
Human resources departments or employer administrators who manage the matching gift program and need to inform employees about the process and requirements.
04
Companies and employers who offer matching gift programs to encourage employee philanthropy and community engagement.
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What is procedure for matching gifts?
The procedure for matching gifts typically involves submitting a form to the employer of a donor who wishes to have their donation matched.
Who is required to file procedure for matching gifts?
The nonprofit organization receiving the donation is typically responsible for filing the procedure for matching gifts.
How to fill out procedure for matching gifts?
The procedure for matching gifts form usually requires basic information about the donor, the donation amount, and the nonprofit organization.
What is the purpose of procedure for matching gifts?
The purpose of the procedure for matching gifts is to ensure that donations made by employees are matched by their employer, allowing for greater impact.
What information must be reported on procedure for matching gifts?
The procedure for matching gifts form usually requires donor information, donation amount, and proof of donation.
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