Get the free Fidelity Foundation Matching Gifts to Education Form

Matching Gift Program Section I to be completed by employee Instructions: Complete and sign Section I of the form below. Mail the completed application form along with your donation check and a copy

How to fill out fidelity foundation matching gifts

How to fill out fidelity foundation matching gifts

1. To fill out Fidelity Foundation matching gifts, follow these steps:
2. First, you need to identify if your employer is eligible for the matching gift program offered by the Fidelity Foundation.
3. Once you have confirmed your employer's eligibility, obtain the matching gift form from your employer. You can usually find this form in your human resources department or on your company's intranet.
4. Fill out the form completely and accurately. Make sure to provide all the required information, such as your personal details, the donation amount, and the receiving organization's information.
5. If necessary, attach the relevant donation receipt or documentation that proves your donation was made.
6. After completing the form, submit it following your company's guidelines. This may involve sending it via email, mailing it to a specific address, or submitting it online through a designated portal.
7. Wait for the confirmation. The Fidelity Foundation or your employer will review your application and confirm if your donation is eligible for matching.
8. If approved, you will receive a matching gift from the Fidelity Foundation, usually in the form of a check or direct deposit.
9. Note: It's important to follow your employer's specific guidelines and deadlines for submitting matching gift requests.

Who needs fidelity foundation matching gifts?

1. Anyone who has made a donation to a charitable organization and works for an employer that participates in the Fidelity Foundation matching gift program can potentially benefit from this program.
2. Employees who want to maximize the impact of their charitable contributions can avail of the Fidelity Foundation matching gifts. This can effectively double or even triple the value of their donations, allowing them to support their chosen causes more significantly.
3. Additionally, charitable organizations that rely on donations can also benefit from individuals who take advantage of the Fidelity Foundation matching gift program. By encouraging employees to participate in the program, organizations can increase the overall donations they receive.

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What is fidelity foundation matching gifts?

Fidelity Foundation matching gifts is a program that enables employees to double or triple their charitable contributions to eligible nonprofit organizations through matching donations from the foundation.

Who is required to file fidelity foundation matching gifts?

Employees of eligible organizations who have made donations and wish to claim matching contributions from Fidelity Foundation are required to file for matching gifts.

How to fill out fidelity foundation matching gifts?

To fill out the fidelity foundation matching gifts form, employees should provide their personal information, details of the charitable contribution, and the nonprofit organization's information on the matching gifts application.

What is the purpose of fidelity foundation matching gifts?

The purpose of fidelity foundation matching gifts is to encourage charitable giving among employees and to increase the financial support for nonprofit organizations by matching contributions.

What information must be reported on fidelity foundation matching gifts?

The information that must be reported includes the donor's name, the amount donated, the name of the nonprofit organization, and any relevant transaction details.