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Matching Gifts Program Request Form Donor Instructions: Complete Part 1 of this form one for each gift. Please print or type. Send the form and a copy of the program guidelines with your contribution
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How to fill out matching gifts program request

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How to fill out a matching gifts program request:

01
Start by researching the matching gifts program of the company you work for or the organization you are associated with. Gather information about their program guidelines, process, and any specific forms or documents required.
02
Familiarize yourself with the eligibility criteria for the matching gifts program. Typically, matching gifts are offered to employees, retirees, and sometimes even board members or volunteers of the company or organization.
03
Obtain the necessary forms or request them from the appropriate department. These may be available online or through your employer's human resources or philanthropy department. If there are no specific forms, ensure you have the required documents in a format mentioned in the guidelines.
04
Pay attention to the required fields on the form. It is important to accurately fill out your personal information, including your name, employee or donor identification number, contact details, and any other relevant information requested.
05
Provide the details of the nonprofit or charitable organization that you are donating to. This includes the organization's name, address, and sometimes its tax identification number. Make sure you have the correct and up-to-date information to avoid any processing delays.
06
Specify the amount of your donation that you would like to be matched. Some matching gifts programs have a maximum limit for matching donations, so be mindful of any restrictions mentioned in the guidelines.
07
Attach any supporting documentation required. This may include a copy of your donation receipt or acknowledgment from the nonprofit organization, or any other proof of your donation.
08
Review your completed form for accuracy and completeness before submitting it. Ensure that all required fields are filled, and double-check the information provided to avoid any errors.

Who needs a matching gifts program request?

01
Employees: Many companies offer their employees matching gifts programs to encourage their philanthropic efforts and support the charitable causes they believe in. Employees who engage in charitable giving can benefit from submitting a matching gifts program request to amplify their donations.
02
Retirees: Some companies extend their matching gifts programs to include retirees as a way to acknowledge their continued support and dedication to the organization's values. Retirees who donate to eligible charitable organizations can also avail matching gifts by submitting a request.
03
Board Members and Volunteers: In certain cases, matching gifts programs may also be accessible to board members or volunteers associated with an organization. This offers an opportunity to extend the impact of their contributions and further support the causes they care about.
Overall, anyone employed by or affiliated with a company or organization that offers a matching gifts program can potentially benefit from submitting a request. It is worthwhile to explore and take advantage of these programs to maximize the impact of charitable giving.
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Matching gifts program request is a formal application submitted by an organization or an individual to request matching donations from corporations or employers.
Non-profit organizations and individuals seeking corporate matching donations are required to file matching gifts program request.
To fill out a matching gifts program request, one must provide details about the donation, the donor, and the matching gift program guidelines.
The purpose of matching gifts program request is to maximize donations by leveraging corporate matching gift programs.
The information reported on matching gifts program request includes details of the donation, donor information, and any relevant documentation required by the corporate matching gift program.
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