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Jul 4, 2017 ... Matching gifts are the 'it' in the fundraising world. Get the details about ... Make sure retirees aren't left off the list for matching gift consideration.
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How to fill out matching gifts checklist

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How to fill out matching gifts checklist

01
Step 1: Start by obtaining a matching gift form from your employer.
02
Step 2: Read the instructions carefully and gather all the necessary information.
03
Step 3: Fill out your personal details such as name, address, and contact information.
04
Step 4: Provide details of the donation you made, including the amount and date.
05
Step 5: Attach the receipt or proof of your donation to the form.
06
Step 6: Complete any additional information required by your employer, such as a nonprofit organization's tax ID number.
07
Step 7: Review the completed form for accuracy and completeness.
08
Step 8: Submit the form to your employer either electronically or by mail.
09
Step 9: Follow up with your employer to ensure the matching gift process is initiated.
10
Step 10: Thank your employer for their generosity and support!

Who needs matching gifts checklist?

01
Anyone who wants to maximize their charitable donations can benefit from using a matching gifts checklist. Employees who work for companies with matching gift programs can utilize the checklist to ensure they don't miss out on the opportunity to increase the impact of their donations. Nonprofit organizations can also benefit by providing matching gifts checklists to their donors, helping them navigate the process and potentially doubling their contributions.
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Matching gifts checklist is a document used to track and report matching gift donations received by an organization.
Nonprofit organizations and companies offering matching gift programs are required to file matching gifts checklist.
To fill out matching gifts checklist, organizations need to record details of matching gift donations received, donor information, and any other required information specified by the company offering the matching gift program.
The purpose of matching gifts checklist is to ensure that organizations accurately report and claim matching gift donations to maximize fundraising efforts.
Information such as donor name, donation amount, date of donation, employer matching gift program details, and any other relevant information must be reported on matching gifts checklist.
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