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Application for Matching Gifts to Higher Education Part I Employee Complete Part I and mail form to recipient organization Employee / Div / Bus Unit Name of Recipient Institution Employee Home Address

How to fill out application for matching gifts

Point by point instructions on how to fill out an application for matching gifts and who needs it:

1. Research the matching gift program: Start by finding out if your employer or organization offers a matching gift program. Check with your HR department or company's website for information on eligibility, guidelines, and the application process.
2. Gather necessary documentation: Ensure you have all the required documents before starting the application process. This may include proof of your donation or contribution, such as a receipt or donation acknowledgment letter, as well as any additional paperwork regarding your employer's matching gift program.
3. Review the application form: Read through the application form carefully, paying attention to specific instructions or questions. Make sure you understand the information needed and any supporting documents that may be required.
4. Provide personal details: Fill in your personal information accurately, including your full name, contact information, and employee identification number if applicable.
5. Specify the donation details: Clearly indicate the details of your donation, such as the organization or cause you contributed to, the amount donated, and the date of the donation. Attach any supporting documentation to verify your donation.
6. Confirm company match guidelines: Determine the match ratio or guidelines set forth by your employer. Some companies match donations on a 1:1 basis, while others may have different ratios or maximum contribution limits. Make sure to review and provide the necessary information accordingly.
7. Submit the application: Once you have completed the application, double-check all the provided information for accuracy. Ensure that any required documentation is attached, as missing or incomplete information may cause delays in processing. Submit the application as instructed, either online, through email, or by mail, depending on your employer's preferred method.
8. Keep a copy: Before submitting the application, make a copy for your records. This way, you have a reference in case any issues arise or if you need to inquire about the status of your application.

Who needs an application for matching gifts? Employees or volunteers who have made donations or contributions to eligible organizations and whose employers offer matching gift programs are typically required to fill out an application form. It is important to check with your specific employer or organization to determine eligibility and the application process.

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What is application for matching gifts?

Application for matching gifts is a form submitted by employees to request their employer to match their charitable donations.

Who is required to file application for matching gifts?

Employees who have made charitable donations and wish to have their employer match those donations are required to file application for matching gifts.

How to fill out application for matching gifts?

To fill out application for matching gifts, employees need to provide information about the charitable organization, the amount of their donation, and any other required details as per their employer's matching gift program.

What is the purpose of application for matching gifts?

The purpose of application for matching gifts is to facilitate the process of employers matching their employees' charitable donations, thereby increasing the impact of the donations.

What information must be reported on application for matching gifts?

Information such as the name of the charitable organization, the amount of the donation, and any other relevant details requested by the employer must be reported on application for matching gifts.