Get the free Matching Gift Submission Form - Team In Training - teamintraining

TNT MATCHING GIFT APPROVAL FORM Participant Name: Day Phone #: Email: TNT Event: Company Donating Matching Gift Donor s Name Amount to be Matched $ Steps to Approve Matching Gift Please send the following

How to fill out matching gift submission form

How to fill out a matching gift submission form:

1. Start by gathering the necessary information: Before filling out the form, collect all the required details such as your personal information, the name of your employer or company, and their matching gift program guidelines. It's important to have this information handy to ensure accurate and efficient completion of the form.
2. Read the instructions carefully: Carefully review the instructions provided on the matching gift submission form. Make sure you understand the requirements and any specific guidelines mentioned, as different employers may have their own unique procedures and criteria for matching gifts.
3. Provide personal information: Begin by entering your personal information accurately, including your full name, contact details, and employment details. Make sure to double-check your information for any errors or typos.
4. Fill in the donation details: Provide the details of the donation or contribution you made that is eligible for a matching gift. Include the date of the donation, the name of the nonprofit organization or charity, and the amount donated. Be sure to accurately input this information to ensure proper verification and processing.
5. Attach required documentation: Some matching gift submission forms may require supporting documentation, such as a receipt or acknowledgement from the nonprofit organization confirming your donation. If necessary, make sure to attach the relevant documents as instructed. Keep copies of these documents for reference, if needed.
6. Verify the matching gift program guidelines: Ensure you are familiar with the specific guidelines and restrictions of your employer's matching gift program. For example, some companies may have a maximum limit on the matching amount, a specific timeframe for submitting, or certain nonprofit organizations they do not match with. Make sure you comply with all the requirements to avoid any discrepancies or delays.
7. Review and submit: Before submitting the form, review all the information you have provided to ensure accuracy and completeness. Check for any spelling mistakes or missing details. Once you are confident that the form is correctly filled out, submit it according to the instructions provided. If available, keep a copy of the submitted form or note down the submission confirmation details for your records.

Who needs a matching gift submission form?

1. Employees: Employees who have made a donation to a nonprofit organization or charity and are looking to take advantage of their employer's matching gift program will need to fill out a matching gift submission form. This form allows them to request their employer to match their charitable contribution, doubling the impact of their donation.
2. Donors: Individuals who want to maximize their philanthropic efforts by utilizing their employer's matching gift program will also need to fill out a matching gift submission form. This form serves as a formal request to the employer, providing all the necessary details to initiate the matching gift process.
3. Nonprofit organizations: Matching gift submission forms are not only required by individuals but also serve as essential documentation for nonprofit organizations. These forms help nonprofits verify donations made by their supporters and provide the necessary information for employers to process matching gifts. By accepting and assisting donors in filling out these forms, nonprofits can potentially double the donations they receive, ultimately supporting their charitable initiatives.

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What is matching gift submission form?

Matching gift submission form is a document used to request a company to match a charitable contribution made by an employee or individual donor.

Who is required to file matching gift submission form?

Employers are required to file matching gift submission forms to validate the donation made by their employees.

How to fill out matching gift submission form?

To fill out a matching gift submission form, an employee or donor needs to provide details about the donation they made, such as the amount, date, and recipient organization.

What is the purpose of matching gift submission form?

The purpose of a matching gift submission form is to have a company match the charitable contributions made by its employees, thereby increasing the impact of the donations.

What information must be reported on matching gift submission form?

The information that must be reported on a matching gift submission form typically includes the donor's name, donation amount, date of donation, and recipient organization.

How can I send matching gift submission form to be eSigned by others?

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