Get the free PLAN FOR MATCHED GIVING FORM

J. WALTER THOMPSON COMPANY FUND, INC. PLAN FOR MATCHED GIVING TO ACCREDITED COLLEGES, UNIVERSITIES, AND INDEPENDENT SECONDARY SCHOOLS 1. The Plan covers only the personal gift or gifts of an employee

How to fill out plan for matched giving

Point by point guide on how to fill out a plan for matched giving:

1. Identify your organization's objectives: Clearly define what your organization aims to achieve through matched giving. Consider the specific projects or initiatives that will be supported through matched giving.
2. Outline the criteria for matching: Determine the guidelines for matching donations. This may include specifying the minimum and maximum amounts for matching, eligible donors (e.g., employees, board members, external individuals), and any deadlines or restrictions.
3. Develop a communication strategy: Create a plan on how you will inform potential donors about the matched giving program. This may involve utilizing various channels such as email campaigns, social media, or internal company newsletters.
4. Set fundraising goals: Determine the desired amount to be raised through matched giving. Break down this goal into smaller milestones or objectives to track your progress and motivate donors.
5. Create an application/registration process: Design an easy-to-use online platform or form where donors can register their intentions to participate in the matched giving program. Collect relevant information such as donor details, donation amount, and any additional documentation required.
6. Establish a matching fund: Identify the source of funds that will be used to match donations. This may involve budgeting for a specific amount or seeking external sponsors or partners to contribute to the matching fund.
7. Review and approve applications: Develop a process to review and confirm that donated funds meet the matching criteria. This may involve verifying donation receipts or other documentation.
8. Track and acknowledge donations: Implement a system to track matched donations and provide receipts or acknowledgments to donors for tax purposes. Ensure transparency and accountability in the matched giving program.
9. Evaluate and report on impact: Regularly assess the impact of the matched giving program on your organization's goals. Collect data on the amount raised, the number of participants, and the overall impact achieved. Use this information to report to stakeholders and to improve future matched giving efforts.

Who needs a plan for matched giving?

1. Nonprofit organizations: Nonprofits can benefit from having a well-thought-out plan for matched giving to leverage donors' contributions effectively and increase overall fundraising efforts.
2. For-profit businesses: Companies often utilize matched giving programs to engage employees, strengthen corporate social responsibility initiatives, and support causes aligned with their brand values. These businesses would benefit from having a detailed plan to organize and implement the program.
3. Donors: Individuals who are interested in participating in matched giving programs, either as employees or external supporters, can benefit from understanding the guidelines and criteria set out by the organization. A plan for matched giving provides clarity and transparency for potential donors.

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What is plan for matched giving?

A plan for matched giving is a program where an employer agrees to match the charitable donations made by its employees.

Who is required to file plan for matched giving?

Employers who offer a matched giving program are required to file a plan for matched giving.

How to fill out plan for matched giving?

Employers can fill out a plan for matched giving by detailing the terms and conditions of the program, including the maximum amount of the match and any eligibility criteria.

What is the purpose of plan for matched giving?

The purpose of a plan for matched giving is to encourage employees to donate to charitable causes by providing a matching contribution from the employer.

What information must be reported on plan for matched giving?

The plan for matched giving must include details on how the matching contribution is calculated, any restrictions on eligible charities, and the process for employees to submit donation requests.