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This document is a guide for organizations regarding the best practices in accepting and processing matching gifts, including survey participation and ethical considerations in matching gifts.
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How to fill out Matching Gifts Best Practices 2012

01
Gather a list of employees and their eligible donations.
02
Research the matching gift policies of each company.
03
Prepare documentation for each donation, including receipts and donor information.
04
Complete the matching gift request forms according to the guidelines of the employer.
05
Submit the forms along with any necessary documentation.
06
Follow up with both the employer and the nonprofit organization to ensure the matches are processed.

Who needs Matching Gifts Best Practices 2012?

01
Nonprofit organizations seeking to maximize their fundraising efforts.
02
Employees of companies with matching gift programs.
03
Fundraising professionals aiming to educate donors about matching gift opportunities.
04
Volunteer coordinators looking to leverage employee giving.
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Matching Gifts Best Practices 2012 refers to a set of guidelines and recommendations designed to help organizations effectively implement and manage matching gift programs, ensuring compatibility with donor intentions and regulatory compliance.
Typically, entities that engage in fundraising and want to facilitate matching gift programs, including nonprofits and educational institutions, are required to adhere to the Matching Gifts Best Practices 2012.
Filling out Matching Gifts Best Practices 2012 involves providing comprehensive information about the matching gift program, including donor details, match amounts, and the organization’s policies on matching gifts, ensuring all relevant documentation is completed accurately.
The purpose of Matching Gifts Best Practices 2012 is to establish a consistent framework for organizations to follow when implementing matching gift initiatives, enhancing the efficiency and effectiveness of these programs while also maximizing fundraising potential.
Information that must be reported includes donor identification, contribution amounts, employer details, matching gift eligibility criteria, and any pertinent deadlines or policies for processing matching gifts.
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