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How to fill out shell matching gift requests

How to fill out shell matching gift requests:

1. Start by obtaining the matching gift request form from your employer. This form is usually available in the HR department or can be found on the company's intranet.
2. Carefully read the instructions provided on the form. These instructions will guide you through the process and provide details on what information is required.
3. Fill out your personal information accurately. This typically includes your name, employee ID, contact information, and sometimes your job title or department.
4. Provide details about the charity organization to which you made a donation. This may include the charity's name, address, and tax ID number. Make sure you have the correct information by double-checking the charity's official website or contacting them directly.
5. Enter the amount of your donation. Some matching gift programs have minimum or maximum limits for matching, so ensure you are aware of any restrictions.
6. Submit any additional documentation as required. This could include a copy of the donation receipt, proof of your contribution, or a confirmation letter from the charity.
7. Review and proofread your completed form to ensure accuracy and completeness.
8. Follow the submission instructions provided on the form. This may involve mailing the form to a specific address, emailing it to a designated department, or submitting it online through a portal.
9. Keep a copy of the completed form and any supporting documents for your records.

Who needs shell matching gift requests?

1. Employees who have made donations to eligible charitable organizations.
2. Organizations or individuals who are eligible to receive and process matching gift requests.
3. Companies and employers who offer matching gift programs as part of their employee benefits package.

For pdfFiller’s FAQs

What is shell matching gift requests?

Shell matching gift requests are a type of gift request where a company or organization matches donations made by employees to eligible nonprofit organizations.

Who is required to file shell matching gift requests?

Employees who have made a donation to a nonprofit organization and wish to have their donation matched by their employer are required to file shell matching gift requests.

How to fill out shell matching gift requests?

To fill out shell matching gift requests, employees need to provide the necessary information about their donation and the nonprofit organization to their employer, who will then process the request for matching funds.

What is the purpose of shell matching gift requests?

The purpose of shell matching gift requests is to incentivize employees to donate to nonprofit organizations by offering to match their donations, thereby increasing the impact of their contributions.

What information must be reported on shell matching gift requests?

Shell matching gift requests typically require information such as the amount of the donation, the date it was made, and the name of the nonprofit organization receiving the donation.

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