Get the free Matching gift plan

Form A Form B To be completed by employee To be completed by recipient organization Last Name First Name Employee ID Number Middle Initial Date of Employment Home Address City Federal tax identification

How to fill out matching gift plan

How to Fill Out a Matching Gift Plan:

1. Start by gathering all necessary information: The first step in filling out a matching gift plan is to collect all the required details. This may include the organization's name, address, tax identification number, and contact information. Make sure to also keep track of any important dates or deadlines.
2. Understand the guidelines: Familiarize yourself with the specific guidelines and requirements of the matching gift plan. Every company or organization may have different rules and regulations for their matching gift programs. It is crucial to comprehend these guidelines to ensure that the application is filled out accurately.
3. Complete the application form: Once you have gathered all the necessary information and understand the guidelines, proceed with completing the application form. This may be an online form or a physical paper application. Provide accurate and detailed information as requested, ensuring that there are no errors or omissions.
4. Attach supporting documentation: Depending on the matching gift plan, you may need to include certain supporting documents along with the application form. These may include receipts, proof of donation, or any other documentation required by the company or organization. Carefully review the guidelines to determine if any additional documentation is necessary.
5. Verify and submit: Before submitting the application, double-check all the information provided, making sure everything is accurate and complete. It is essential to ensure there are no mistakes or missing details that could lead to a delay or denial of the matching gift. Once you have verified everything, submit the application according to the instructions provided.

Who Needs a Matching Gift Plan:

1. Nonprofits and charitable organizations: Matching gift plans are beneficial for nonprofits and charitable organizations as they can increase fundraising efforts. By encouraging donors to contribute, knowing their donations will be matched by their employer or another organization, these organizations can raise more funds to support their missions and initiatives.
2. Donors: Matching gift plans also benefit individual donors. If they work for a company or organization that offers matching gift programs, they have the opportunity to double the impact of their donations. This means that their contribution will be matched by their employer, effectively doubling the amount given to the nonprofit or charitable organization.
3. Companies and organizations: Companies and organizations that provide matching gift plans demonstrate their commitment to corporate social responsibility and philanthropy. These programs allow them to support and give back to their communities while also engaging their employees in charitable giving. Matching gift plans can enhance employee morale, increase company reputation, and create positive social impact.

For pdfFiller’s FAQs

What is matching gift plan?

A matching gift plan is a program implemented by companies or organizations where they match their employees' donations to eligible nonprofits.

Who is required to file matching gift plan?

Employers or organizations that have implemented a matching gift program are required to file the matching gift plan.

How to fill out matching gift plan?

The matching gift plan can be filled out by providing all relevant information about the program, including donation matching details and guidelines for employees.

What is the purpose of matching gift plan?

The purpose of a matching gift plan is to encourage employees to donate to nonprofits by matching their contributions, ultimately increasing charitable giving.

What information must be reported on matching gift plan?

Information such as the company's matching gift policy, donation matching ratios, eligibility criteria, and submission deadlines must be reported on the matching gift plan.

How do I edit matching gift plan online?

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