Get the free Matching Gift Plan - bDeluxeb

Matching Gift Plan Canada Deluxe Corporation established the Matching Gift Plan to encourage employees to join the company in financially supporting eligible organizations as outlined in the brochure.

How to fill out matching gift plan

How to Fill Out Matching Gift Plan:

1. Start by gathering all the necessary information and documents required to complete the matching gift plan. This may include details about the organization you are donating to, proof of your donation, and any additional information required by your employer for matching gift purposes.
2. Carefully review the matching gift guidelines provided by your employer. These guidelines will outline the specific requirements and eligibility criteria for the matching gift program. Make sure to understand all the terms and conditions before proceeding.
3. Fill out the matching gift plan form accurately and completely. Provide all the required details such as your personal information, donation amount, donation date, and any other requested information. Double-check all the information to ensure its accuracy.
4. If necessary, attach any supporting documentation required by your employer, such as a copy of your donation receipt or a confirmation from the nonprofit organization. Follow the instructions provided by your employer for submitting these documents.
5. Submit the completed matching gift plan form and any supporting documentation to your employer. This can typically be done through your company's HR department or the designated matching gift program coordinator.
6. Keep a copy of the filled-out form and any submitted documents for your records. This will help you track the progress of your matching gift request and provide proof of your submission, if needed.
7. Monitor the status of your matching gift request. Some employers have an online portal or a contact person designated for matching gift inquiries. Follow up if necessary to ensure that your request is being processed.
8. Finally, be patient. Processing times for matching gift requests may vary depending on the employer and the specific program. If you haven't received any updates within a reasonable timeframe, reach out to your employer for assistance.

Who Needs Matching Gift Plan:

1. Employees who work for companies or organizations that offer a matching gift program.
2. Individuals who have made a donation to a nonprofit organization and want to maximize the impact of their gift.
3. Donors who want to effectively double their donation by taking advantage of their employer's matching gift program.
4. Nonprofit organizations that rely on matching gifts as a source of additional funding and support from donors.

Note: The specific requirement for a matching gift plan may vary depending on the employer and their guidelines. It is always recommended to refer to your employer's matching gift policy and guidelines for accurate instructions.

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What is matching gift plan?

Matching gift plan is a program where employers match their employees' charitable donations to nonprofit organizations.

Who is required to file matching gift plan?

Employers who offer a matching gift program are required to file matching gift plan.

How to fill out matching gift plan?

Matching gift plan can be filled out by providing details of the employer's matching gift program, including eligibility requirements and donation matching criteria.

What is the purpose of matching gift plan?

The purpose of matching gift plan is to encourage employees to give back to their communities and support nonprofit organizations by doubling their impact.

What information must be reported on matching gift plan?

Information such as the employer's matching gift program guidelines, donation matching ratios, and process for submitting matching gift requests must be reported on matching gift plan.