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PART A DONOR/EMPLOYEE FILLS IN THIS SECTIONPlease upload completed form and a copy of the organizations IRS 501(c)(3) determination letter or if not a 501(c)(3), then a letter explaining the nature
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How to fill out matching gift forms basic

01
Obtain a matching gift form from your employer. This form is typically available from the HR department or on the company's intranet.
02
Read the instructions on the form carefully. Make sure you understand the eligibility requirements, deadlines, and any specific instructions for filling out the form.
03
Gather all the necessary information and documentation. You will typically need the name and tax ID (EIN) of the nonprofit organization you are donating to, as well as details about your donation.
04
Fill out the form accurately and completely. Double-check the information before submitting to avoid any errors or delays in processing.
05
Attach any required documentation, such as a copy of your donation receipt or proof of your volunteer hours if applicable.
06
Submit the completed form and any additional documents to your employer as instructed. Follow any specified submission methods, whether via mail, email, or an online portal.
07
Keep a copy of the completed form for your records. It's a good idea to make note of the date when you submitted the form.
08
Wait for confirmation from your employer. They will generally review your request and confirm whether your donation is eligible for matching.
09
Once approved, your employer will typically send a matching gift to the nonprofit organization on your behalf. The timing may vary depending on your employer's process.
10
Follow up with the nonprofit organization if necessary to ensure they received the matching gift. They may have a separate acknowledgement process for matching gifts.

Who needs matching gift forms basic?

01
Employees who work for companies that offer a matching gift program.
02
Donors who want to maximize their impact by having their donations matched by their employer.
03
Nonprofit organizations that rely on donations and benefit from receiving additional funds through matching gift programs.

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Matching gift forms basic are forms used by companies to document the process of matching employee donations to charitable organizations. These forms help ensure that both the donor and the company are fulfilling the requirements of the matching gift program.
Employees who have made donations to charitable organizations and wish to have their donations matched by their employer are typically required to file matching gift forms basic.
To fill out matching gift forms basic, employees usually need to provide information about the donation they made, such as the amount, date, and recipient organization. They may also need to include proof of the donation, such as a receipt.
The purpose of matching gift forms basic is to ensure that the donation made by an employee is eligible for matching funds from their employer. These forms help establish the link between the employee's donation and the matching gift program.
Matching gift forms basic typically require information such as the employee's name, donation amount, date of donation, and the recipient organization. Additional documentation, such as a copy of the donation receipt, may also be required.
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