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PART A TO BE COMPLETED BY CONTRIBUTOR PART B TO BE COMPLETED BY RECIPIENT ORGANIZATION ** M A T C H I N G G I F T A P P L I C A T I O N F O R M PART A: to be completed by Master Halo associate and

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How to fill out matching -giftapplication - form

01

Start by obtaining a matching gift application form from your employer or corporate giving program.

02

Read the form carefully and make sure you understand all the instructions and requirements.

03

Gather any necessary information and supporting documents that are required to complete the form, such as proof of your donation or contribution.

04

Fill out the basic personal information section of the form, including your name, employee ID, and contact details.

05

Provide information about the organization or nonprofit that you made the donation to. Include their name, address, and tax identification number if available.

06

Specify the amount or type of your donation that you would like to have matched by your employer.

07

Attach any required documentation or proof of your donation, such as a receipt or acknowledgement letter.

08

Review the completed form and make sure all the information is accurate and complete.

09

Sign and date the form as required, and make a copy for your records before submitting it.

10

Submit the filled-out matching gift application form to your employer or corporate giving program through the designated channel or contact person.

11

Keep track of the status and follow up if necessary to ensure the matching gift is processed in a timely manner.

12

If approved, you may receive a confirmation or notification from your employer regarding the matching gift.

Who needs matching -giftapplication - form?

01

Employees who work in companies or organizations that offer matching gift programs.

02

Individuals who have made donations or contributions to eligible nonprofit organizations.

03

People who want to maximize the impact of their charitable giving by having their employer match their donations.

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What is matching-gift application form?

Matching-gift application form is a document used by an organization to apply for matching gifts from employers to increase donations.

Who is required to file matching-gift application form?

Nonprofit organizations or individuals seeking employer matching gifts are required to file matching-gift application form.

How to fill out matching-gift application form?

To fill out matching-gift application form, you need to provide information about the donor, the donation amount, and proof of the donation.

What is the purpose of matching-gift application form?

The purpose of matching-gift application form is to increase donations by leveraging employer matching gift programs.

What information must be reported on matching-gift application form?

On matching-gift application form, you must report donor information, donation amount, and details of the donation.

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