Get the free Matching Gifts Checklist

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.

How to fill out matching gifts checklist

How to fill out matching gifts checklist

1. Step 1: Gather necessary information such as the donor's name, contact information, and donation amount.
2. Step 2: Research if the donor's employer participates in a matching gifts program. This information can typically be found on the employer's website or by contacting their HR department.
3. Step 3: Obtain the matching gifts form or guideline from the employer. This may be available online or through their HR department.
4. Step 4: Fill out the matching gifts form or follow the provided guideline. Provide all the required information accurately, including the donor's details and proof of donation.
5. Step 5: Submit the completed matching gifts form along with any required documentation. This may involve mailing the form or submitting it electronically, as per the employer's instructions.
6. Step 6: Follow up with the employer to ensure the matching gifts request is being processed. Keep communication open and provide any additional information they may require.
7. Step 7: Once approved, confirm the matching gift has been received and acknowledged by your organization. Thank the donor and keep them updated on the impact of their contribution.

Who needs matching gifts checklist?

1. Nonprofits and charitable organizations can benefit from using a matching gifts checklist.
2. Individual fundraisers or volunteers who are helping with fundraising efforts.
3. Donors who want to maximize the impact of their donations by utilizing their employer's matching gifts program.
4. Corporate social responsibility departments or teams within companies that offer matching gifts programs.

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What is matching gifts checklist?

Matching gifts checklist is a document provided by employers to match charitable donations made by their employees.

Who is required to file matching gifts checklist?

Employees who wish to have their charitable donations matched by their employers are required to file the matching gifts checklist.

How to fill out matching gifts checklist?

To fill out the matching gifts checklist, employees need to provide details of their charitable donations and submit the form to their employer for verification.

What is the purpose of matching gifts checklist?

The purpose of the matching gifts checklist is to help employees maximize their charitable donations by having them matched by their employers.

What information must be reported on matching gifts checklist?

Employees must report details of their charitable donations, including the organization donated to, the donation amount, and any other required information specified by the employer.