Get the free Matching Gift Program Form - CITGO Benefits Connection

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CIT GO Petroleum Corporation Matching Gift Program P.O. BOX 4689 Houston, Texas 77210 Section A: To be completed by Eligible Contributor Please read the guidelines carefully. Print or type all information

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How to fill out matching gift program form

How to fill out a matching gift program form:

01

Start by reading the instructions carefully. The form may vary depending on the company or organization offering the matching gift program, so it's important to understand the requirements and guidelines provided.

02

Gather all the necessary information. The form will typically ask for details about the nonprofit organization or charity you made a donation to, such as their name, address, and tax identification number. You may also need to provide information about your donation, such as the date and amount.

03

Double-check the eligibility requirements. Matching gift programs often have specific criteria that determine whether a donation is eligible for a match. Make sure your donation meets these requirements before proceeding with the form.

04

Fill in the personal information section. This section will usually ask for your name, address, phone number, and email address. Providing accurate and up-to-date information is important to ensure that the matching gift process goes smoothly.

05

Submit any required documentation. Some matching gift programs may require you to submit proof of your donation, such as a donation receipt or acknowledgment letter. Make sure to attach any necessary documents to the form, following the instructions provided.

06

Review your form for accuracy. Before submitting the form, take a moment to review all the information you've filled in. Make sure there are no typographical errors or missing details that could cause delays or complications.

Who needs a matching gift program form?

01

Employees: Many companies offer matching gift programs to their employees. Employees who have made donations to eligible nonprofits or charities can fill out the matching gift program form to have their donation matched by their employer.

02

Donors: Individuals who have made a donation to a nonprofit organization or charity that participates in a matching gift program may need to fill out a matching gift program form. This allows them to initiate the matching gift process and potentially double the impact of their donation.

03

Nonprofit organizations: Nonprofits that participate in matching gift programs may request donors to fill out a matching gift program form to gather the necessary information for the matching gift process. This helps the organization ensure that they receive the matched donation from the donor's employer.

In summary, filling out a matching gift program form involves carefully following the instructions, providing accurate information about the donation and the nonprofit organization, as well as any required documentation. Employees, donors, and nonprofit organizations may all need to utilize the matching gift program form to participate in the matching gift process.

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