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Matching Gift Intake Form (Please make copies as necessary) Increase the dollars. Increase the difference! Your generous gifts are making a difference in the fight against cancer and the American

How to fill out matching gift intake form

How to fill out a matching gift intake form:

1. Begin by carefully reading the instructions provided on the form. It is important to understand the requirements and guidelines before proceeding.
2. Fill out your personal information accurately, including your name, contact details, and employee identification number (if applicable).
3. Provide information about the organization or institution to which you made the original donation. Include the name, address, and any other relevant details.
4. Indicate the date and amount of your original donation. This is essential for processing the matching gift request.
5. If required, attach any supporting documents such as the receipt or acknowledgement letter for your original donation. Make sure to follow any specific instructions provided regarding documentation.
6. If necessary, complete the employer's section of the form, providing all the required information about your company or organization. This may include details such as the company's name, address, phone number, and matching gift program guidelines.
7. Before submitting the form, review all the information you have provided to ensure its accuracy and completeness.
8. Follow the submission instructions on the form, whether it requires mailing, faxing, or submitting electronically.
9. If you have any questions or need assistance, contact the appropriate person or department indicated on the form or reach out to your employer's human resources department.

Who needs a matching gift intake form?

1. Employees who wish to take advantage of an employer's matching gift program typically need to fill out a matching gift intake form. This form allows the company to verify the original donation and process the matching gift request.
2. Nonprofit organizations or institutions that receive donations from individuals who are eligible for matching gifts may also require them to complete a matching gift intake form. This is to ensure that all necessary information is gathered to initiate the matching gift process with the donor's employer.
3. Some employers may require both the employee and the nonprofit organization to fill out separate matching gift intake forms, while others may have a joint form that can be completed by either party. The specific requirements will depend on the employer's policies and procedures.

For pdfFiller’s FAQs

What is matching gift intake form?

Matching gift intake form is a document used to request matching funds from employers based on donations made by an individual to a charity or non-profit organization.

Who is required to file matching gift intake form?

Individuals who have made a donation to a charity or non-profit organization and are eligible for matching gifts from their employers are required to file a matching gift intake form.

How to fill out matching gift intake form?

To fill out a matching gift intake form, individuals need to provide their personal information, details of the donation made, and information about their employer's matching gift program.

What is the purpose of matching gift intake form?

The purpose of matching gift intake form is to facilitate the process of obtaining matching funds from employers for donations made to charitable organizations.

What information must be reported on matching gift intake form?

Information such as the donor's personal details, donation amount, date of donation, and employer's matching gift program details must be reported on the matching gift intake form.

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