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This document presents a survey to gather input on matching gift practices, aiming to enhance the effectiveness of matching gifts programs through detailed feedback and analysis.
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How to fill out Matching Gifts Best Practices

01
Identify eligible employees and matching gift programs from your organization.
02
Research matching gift guidelines and prerequisites for participating organizations.
03
Gather necessary documentation required for submission, such as donation receipts and forms.
04
Fill out the matching gift application accurately with the required information.
05
Submit the completed application along with supporting documents to the matching gift program.
06
Follow up with both the organization and the donor to ensure the matching gift is processed.
07
Maintain records of all submissions and communication for future reference.

Who needs Matching Gifts Best Practices?

01
Nonprofit organizations seeking additional funding.
02
Donors who want to maximize their charitable contributions.
03
Employers with corporate social responsibility programs.
04
Employees wanting to leverage their donations for greater impact.
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Matching Gifts Best Practices refer to the recommended guidelines and strategies that organizations should follow to effectively manage and promote matching gift programs to maximize contributions from employees.
Organizations that participate in matching gift programs, such as non-profits and educational institutions, are required to file Matching Gifts Best Practices to ensure compliance and to streamline the matching process.
To fill out Matching Gifts Best Practices, organizations should gather all relevant information regarding the matching gift program, ensure that all sections of the form are completed accurately, and submit it to the appropriate gift matching company or platform.
The purpose of Matching Gifts Best Practices is to outline effective methods for organizations to leverage employer matching gift programs, thereby increasing the total funds raised for their cause while ensuring the process is efficient and compliant.
Information that must be reported on Matching Gifts Best Practices includes donor details, matching gift eligibility, amounts contributed, and details regarding the employer's matching gift policies.
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